Ray Dalio has said escalating trade tensions and growing fiscal deficits could undermine confidence in U.S. debt, potentially pushing investors toward hard assets such as gold, which he views as an essential hedge.
Original source ↗  |  February 18, 2026 at 12:17 UTC  |  Twitter - @unusual_whales

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-