Our latest @Insights report has published, in which @KevRGordon and I tackle the latest of the “3 Cs” of #AI phases: Cascade … including the disruptors and disrupted, and the “sell first, research later” mentality whipping thru markets https://t.co/Nc8LIuWzea
Original source ↗  |  February 17, 2026 at 21:30 UTC  |  Twitter - @LizAnnSonders

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: XLK, IXN, IYW DIRECTION: long THESIS: Seeking Alpha identifies these Infotech ETFs as bullish due to high year-over-year capex growth, suggesting strong investment in future growth and potential for continued outperformance. SPEAKER: @seekingalpha TIMEFRAME: medium-term

IDEA 2 TICKER: AMZN DIRECTION: short THESIS: A trader is aggressively selling calls against their AMZN shares to generate cash flow, indicating a neutral to slightly bearish short-term outlook on the stock's upside potential. SPEAKER: @TradingWarz TIMEFRAME: short-term

IDEA 3

Views 7,044
Retweets 3
Likes 30
Replies 3
Bookmarks 3