$META is an interesting case. Make a massive compute investment entirely for internal needs. Unlike virtually any of the big data center spend which in other cases is partly internal and partly to rent to others, META ROI seems entirely based on increase earnings from Insta, FB,

Original source ↗ | February 17, 2026 at 11:29 UTC | Twitter - @dampedspring

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: ANTO LN DIRECTION: long THESIS: Antofagasta's core profit is projected to climb significantly in 2025 due to record copper prices, suggesting a positive outlook for the company. SPEAKER: @ReutersBiz TIMEFRAME: medium-term

IDEA 2 TICKER: IHG LN DIRECTION: long THESIS: IHG reported a Q4 beat driven by strong performance in Europe and Asia, with expectations for US recovery boosted by the World Cup, suggesting a positive outlook. SPEAKER: @ReutersBiz TIMEFRAME: medium-term

IDEA 3 TICKER: H DIRECTION: short

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