I agree. @bgurley has written something very special. I highly recommend. https://t.co/1ySrawOV7e
Original source ↗  |  February 17, 2026 at 23:41 UTC  |  Twitter - @chamath

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: JPY DIRECTION: Long THESIS: The IMF urges Japan to keep raising rates and avoid reducing sales tax, which would support fiscal health and potentially strengthen the JPY. SPEAKER: @ReutersBiz TIMEFRAME: Medium-term

IDEA 2 TICKER: JPY DIRECTION: Long THESIS: Japan's trade balance improved significantly in January, driven by strong export growth (16.8% Y/Y) and declining imports, which is positive for the JPY. SPEAKER: @LiveSquawk TIMEFRAME: Short-term

IDEA 3 TICKER: GS DIRECTION: Long THESIS: Stanley

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Trade Ideas
Ticker Direction Speaker Thesis Time
JPY
LONG @LiveSquawk Japan's trade balance improved significantly in January, driven by strong export growth (16.8% Y/Y) and declining imports, which is positive for the JPY.