Let's forget about"momentum" for a second and focus on what Jensen has taught us. You need as much compute as possible at the lowest total cost of ownership. That's what Mark Zuckerberg knows. That's what the traders seem to have NO knowledge of. It's why you own Nvidia

Original source ↗ | February 18, 2026 at 11:01 UTC | Twitter - @jimcramer

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: GOOGL DIRECTION: long THESIS: Alphabet's partnership with the Indian government and Google DeepMind, along with a $30 million pledge for AI research, signals significant investment and expansion in AI, a key growth driver. SPEAKER: @FirstSquawk TIMEFRAME: medium-term

IDEA 2 TICKER: XLE / USO / LMT / RTX DIRECTION: long THESIS: Reports of Trump moving closer to a major war with Iran and significant military deployments to the Middle East suggest escalating geopolitical tensions, likely benefiting defense contractors and potentially driving oil prices higher. SPEAKER: @LiveSquawk / @FirstSquawk / @Bill