As #AI spending scales into a trillion-plus capex cycle, the narrative may shift from growth stocks to commoditization of tech — compressing margins and lifting energy, materials & industrials as structural beneficiaries, says Brendan O'Boyle. https://t.co/73ztuB1cAx

Original source ↗ | February 17, 2026 at 12:48 UTC | Twitter - @seekingalpha

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: Software stocks (sector) DIRECTION: Long THESIS: JPMorgan believes the recent selloff in software stocks is overdone, fueled by exaggerated concerns about near-term AI disruption, suggesting a potential rebound. SPEAKER: @unusual_whales (reporting JPMorgan's view) TIMEFRAME: Medium-term

IDEA 2 TICKER: NVDA DIRECTION: Long THESIS: Citigroup recommends buying Nvidia, anticipating outperformance in the second half of 2026 as AI demand visibility improves into 2027. SPEAKER: @DeItaone (reporting Citi's view) TIMEFRAME: Long-term

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As #AI spending scales into a trillion-plus capex cycle, the narrative may shift from growth stocks to commoditization of tech — compressing margins and lifting energy, materials &amp; industrials as structural beneficiaries, says Brendan O'Boyle. https://t.co/73ztuB1cAx

As #AI spending scales into a trillion-plus capex cycle, the narrative may shift from growth stocks to commoditization of tech — compressing margins and lifting energy, materials & industrials as structural beneficiaries, says Brendan O'Boyle. https://t.co/73ztuB1cAx