Unfortunately this is looking at things from a 2D perspective which I’m not surprised at the level of IQ in government today. Lower rates normally result in lower financing cost. But when you have a tight supply situation now in the housing market, you will have exponentially https://t.co/R6Db68bvjb

Original source ↗ | February 18, 2026 at 06:17 UTC | Twitter - @briantycangco

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: Megacap Tech (e.g., QQQ, individual FAANG stocks) DIRECTION: Short THESIS: A respected investor ("the goat") is reportedly rotating out of Megacap tech, suggesting a shift in market preference away from this sector. SPEAKER: @fejau_inc TIMEFRAME: Medium-term

IDEA 2 TICKER: Equal Weight ETFs (e.g., RSP) DIRECTION: Long THESIS: A respected investor ("the goat") is reportedly rotating into equal-weight performance strategies, indicating a preference for broader market participation over market-cap weighted indices. SPEAKER: @fejau_inc TIMEFRAM

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