The AI boom — and the buildout of data centers — is fueling a memory chip crisis that's having a widening impact on consumer electronics makers: Here is your Evening Briefing. https://t.co/aPUadtATXP
Original source ↗  |  February 16, 2026 at 10:10 UTC  |  Twitter - @business

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: AMD DIRECTION: long THESIS: AMD is partnering with TCS to build significant AI infrastructure capacity in India, indicating increased demand for AMD's AI-related hardware and services. SPEAKER: @business TIMEFRAME: medium-term

IDEA 2 TICKER: EUR/USD DIRECTION: short THESIS: Eurozone industrial production data for December came in weaker than expected year-over-year and showed a month-over-month decline, suggesting economic weakness in the Eurozone. SPEAKER: @LiveSquawk TIMEFRAME: short-term

IDEA 3 TICKER: MU DIRECTION: long THESIS: The

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