Here is a cold email I got from Russell Straub last night about 8090. I asked him if I could share it. Who is Russell Straub? He’s a version of many of us: entrepreneur, more than 25 years in business, a capable team, looking for a way for himself and his team to grow through

Original source ↗ | February 17, 2026 at 16:16 UTC | Twitter - @chamath

IDEA 1 TICKER: NVDA DIRECTION: short THESIS: SoftBank Group has dissolved its share stake in Nvidia, as per an SEC filing, indicating a significant institutional seller exiting the position. SPEAKER: @LiveSquawk TIMEFRAME: short-term

IDEA 2 TICKER: GM DIRECTION: long THESIS: GM's CFO states the tariff environment is stabilizing, which is positive for the company by reducing trade uncertainty and potential cost impacts. SPEAKER: @financialjuice TIMEFRAME: medium-term

IDEA 3 TICKER: Gold (or GLD/IAU ETFs) DIRECTION: short THESIS: Gold has completed a corrective rising wedge pattern, suggesting a textbook outcome of

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