How Ozempic Brought a Napster Moment to Big Pharma https://t.co/9Q3jjWGTJs
Original source ↗  |  February 16, 2026 at 01:52 UTC  |  Twitter - @BarbarianCap

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [3] TICKER: Credit market instruments (e.g., corporate bond ETFs, credit default swaps) DIRECTION: Short THESIS: Morgan Stanley predicts AI disruption will lead to a "day of reckoning" for credit, implying a negative outlook for credit markets. SPEAKER: @zerohedge (reporting Morgan Stanley's view) TIMEFRAME: Medium-term / Long-term

IDEA [10] TICKER: JPY (Japanese Yen), Nikkei 225 ($N225, $EWJ) DIRECTION: Short THESIS: Japan's Q4 GDP growth significantly missed expectations (0.1% vs 0.4% est), indicating

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