Investors own more Magnificent 7 stocks than ever: Hedge funds' total US net exposure to Magnificent 7 stocks is up to a record 22%. This percentage has risen +10 points since April 2025. Net exposure has nearly TRIPLED since the 2022 bear market low. Furthermore, net https://t.co/pxwVN0EOsb
Original source ↗  |  February 18, 2026 at 00:23 UTC  |  Twitter - @KobeissiLetter

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