We need more power: Global data center power demand is now expected to rise to a record 1,596 terawatt-hours by 2035. That would mark a +255% increase from 2025 levels. The US is set to remain the leader in consumption with a +144% surge in demand over this period, to 430 https://t.co/jBCUXxVr6h
Original source ↗  |  February 16, 2026 at 16:42 UTC  |  Twitter - @KobeissiLetter

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

IDEA [9] TICKER: ARGT (Argentina ETF) DIRECTION: short THESIS: Argentine unions are holding a general strike over a labor reform bill, which could disrupt economic activity and create political instability, negatively impacting Argentine assets. SPEAKER: @ReutersBiz TIMEFRAME: short-term / medium-term

IDEA [12] TICKER: EWJ (Japan ETF), EEM (Emerging Markets ETF), specific Asian tech/AI infrastructure stocks DIRECTION: long THESIS: Emerging and developed Asian markets saw record net-buying by hedge funds last week, driven by optimism for AI infrastructure firms, suggesting continued upside potential for the region. SPEAKER: @

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