Here Are The Companies That Are Most Insulated From The SaaS Meltdown... And Most At Risk https://t.co/NP8wvsLdw9
Original source ↗  |  February 17, 2026 at 20:00 UTC  |  Twitter - @zerohedge

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: GIS DIRECTION: short THESIS: General Mills lowered its annual sales and profit outlook due to inflation, shifting consumer tastes, and increased demand for value brands, indicating potential continued underperformance. SPEAKER: @ReutersBiz TIMEFRAME: short-term / medium-term

IDEA 2 TICKER: NVDA DIRECTION: short THESIS: SoftBank exited its Nvidia stake in Q4, suggesting a potential bearish view or profit-taking from a major institutional investor. SPEAKER: @seekingalpha TIMEFRAME: medium-term

IDEA 3 TICKER: SPX (S&P 500) DIRECTION:

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