UBS RAISES BIG TECH BOND OUTLOOK, CUTS LOAN FORECAST UBS lifted its 2026 forecast for U.S. investment-grade tech bond issuance to $360 billion, up from $300 billion, citing surging AI-driven capital spending by megacaps including Meta Platforms, Amazon and Alphabet. That pushes https://t.co/ArkFO3qtDP
Original source ↗  |  February 18, 2026 at 12:59 UTC  |  Twitter - @DeItaone

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: IWM DIRECTION: long THESIS: Large speculators remain net bullish on small caps, with Russell 2000 futures positioning still positive. This indicates institutional conviction in the small-cap segment. SPEAKER: @LizAnnSonders TIMEFRAME: short-term / medium-term

IDEA [5] TICKER: SPY / QQQ DIRECTION: short THESIS: U.S. large caps saw the largest outflow last week, while other equity segments saw net inflows. This suggests a rotation out of US large-cap stocks. SPEAKER: @LizAnnSonders TIMEFRAME: short-term

IDEA [6]