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Original source ↗ | February 15, 2026 at 22:41 UTC | Twitter - @APompliano

IDEA 1 TICKER: PARA DIRECTION: long THESIS: Warner Bros. weighing reopening sale negotiations with Paramount suggests potential M&A activity, which could lead to a premium for Paramount shares if a deal materializes. SPEAKER: @DeItaone TIMEFRAME: short-term

IDEA 2 TICKER: MSTR, BTC DIRECTION: short MSTR, long BTC THESIS: MicroStrategy ($MSTR) trades at a premium to its underlying Bitcoin ($BTC) holdings (MNAV premium), suggesting investors should sell MSTR and buy BTC directly to avoid this premium. SPEAKER: @dampedspring TIMEFRAME: medium-term

IDEA 3 TICKER: META DIRECTION: long THESIS

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