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-
| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG | @FirstSquawk | 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. | — |