It's interesting watching how divergent AI vs robotics progress is in China. AI is extremely resource constrained so Chinese labs are doing all sorts of groundbreaking research and pushing the field forward globally. Robotics looks resource unconstrained so we get a bunch of
Original source ↗  |  February 17, 2026 at 05:44 UTC  |  Twitter - @itsDanielWu

Here are the actionable trade ideas extracted from the tweets:

IDEA [1] TICKER: LVMH, KER DIRECTION: short THESIS: Luxury companies like LVMH and Kering are struggling with a two-year slowdown and increased share price volatility, suggesting potential downside. SPEAKER: @ReutersBiz TIMEFRAME: medium-term

IDEA [4] TICKER: NKT DIRECTION: long THESIS: Berenberg has lifted its price target for NKT to DKK 745, indicating a positive outlook from the analyst. SPEAKER: @FirstSquawk TIMEFRAME: medium-term

IDEA [6] TICKER: MASI DIRECTION: long THESIS: Danaher is reportedly