@TXMCtrades While I agree in general wholeheartedly, and this guy puts out some of the most toxic perma bullish nonsense on this site, This particular observation was interesting to me. The extrapoliation to the perma bull case is of course utter nonsense but this holding is odd to me.
Original source ↗  |  February 18, 2026 at 12:29 UTC  |  Twitter - @dampedspring

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-