Poland has a message for foreign companies interested in a piece of its $281 billion defense spending plan: “If you want to sell here, invest here” https://t.co/At3G5qMT9U
Original source ↗  |  February 17, 2026 at 05:56 UTC  |  Twitter - @business

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