BREAKING: Meta and Nvidia announce a multiyear partnership to expand AI infrastructure, including "large-scale deployment" of Nvidia CPUs and GPUs. Nvidia says this partnership will deploy "millions of Nvidia GPUs" https://t.co/f39VqDJ3wj
Original source ↗  |  February 17, 2026 at 21:37 UTC  |  Twitter - @KobeissiLetter

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: APLD DIRECTION: short THESIS: Nvidia dissolved its share stake in Applied Digital, signaling a potential lack of confidence or strategic shift by a major investor, which could lead to selling pressure. SPEAKER: @tradfi TIMEFRAME: short-term

IDEA 2 TICKER: WRD DIRECTION: short THESIS: Nvidia dissolved its share stake in WeRide Inc, indicating a potential lack of confidence or strategic shift by a major investor, which could lead to selling pressure. SPEAKER: @tradfi TIMEFRAME: short-term

IDEA 3 TICKER: INTC DIRECTION: long THESIS: Nvidia reported

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