$NVDA - NVIDIA MOST UNDER-OWNED MEGACAP, SAYS MORGAN STANLEY Morgan Stanley says Nvidia is the most under-owned megacap tech stock, with a -2.57% gap between its S&P 500 weighting and active institutional ownership. That compares with -2.16% for Apple, -2.13% for Microsoft and https://t.co/V4325au928
Original source ↗  |  February 18, 2026 at 12:05 UTC  |  Twitter - @DeItaone

Here are the actionable trade ideas extracted from the tweets:

IDEA 14 TICKER: NVDA DIRECTION: long THESIS: Morgan Stanley identifies Nvidia as the most under-owned megacap stock relative to its S&P 500 weighting, suggesting potential for institutional buying to close the ownership gap. SPEAKER: @DeItaone TIMEFRAME: medium-term

IDEA 15 TICKER: MRNA DIRECTION: long THESIS: Moderna's investigational seasonal influenza vaccine is entering FDA review with a PDUFA goal date of August 5, 2026, indicating pipeline progress and potential future revenue streams. SPEAKER: @FirstSquawk TIMEFRAME: long-

Trade Ideas
Ticker Direction Speaker Thesis Time
NVDA
LONG @DeItaone Morgan Stanley identifies Nvidia as the most under-owned megacap stock relative to its S&P 500 weighting, suggesting potential for institutional buying to close the ownership gap. —