*THIRD POINT EXITS FLUT, META, TLN, J, PRMB IN 4Q: 13F *THIRD POINT REDUCES NSC, PCG, TSM, MSFT, AMZN IN 4Q: 13F *THIRD POINT BOOSTS UNP, DHR, RKT, CRH, SGI IN 4Q: 13F *THIRD POINT ADDS CMG, CEG, BABA, APG, SPOT IN 4Q: 13F

THIRD POINT EXITS FLUT, META, TLN, J, PRMB IN 4Q: 13F THIRD POINT REDUCES NSC, PCG, TSM, MSFT, AMZN IN 4Q: 13F THIRD POINT BOOSTS UNP, DHR, RKT, CRH, SGI IN 4Q: 13F THIRD POINT ADDS CMG, CEG, BABA, APG, SPOT IN 4Q: 13F

Original source ↗ | February 17, 2026 at 21:48 UTC | Twitter - @zerohedge

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

Views 46,755

Retweets 8

Likes 129

Replies 10

Bookmarks 33