My friend @chumbawamba22 is launching a Substack, which I have been encouraging him to do for quite a while now. He is a divergent and original thinker and the sheer richness of his thoughts demand a longer format. My own experience is that writing has a way of sharpening the
Original source ↗  |  February 14, 2026 at 17:34 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: $MCHI, $KBA, $FXI, $KSTR, $CNYA DIRECTION: long THESIS: The development of "smart manufacturing," "smart cities," and eventually a "smart country" in China is expected to unleash significant social and economic gains, suggesting a bullish outlook for China-related investments. SPEAKER: @briantycangco TIMEFRAME: long-term

IDEA 2 TICKER: $BABA, $JD, $BIDU, $KWEB, $TCEHY, $PDD, $NIO, $LI, $XPEV, $KC, $GDS, $BILI

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