December housing starts +6.2% m/m vs. +1.1% est. & -4.6% in October (no November data) … building permits +4.3% vs. +0.4% est. & -0.3% in October https://t.co/22iYwAHjZl
Original source ↗  |  February 18, 2026 at 14:19 UTC  |  Twitter - @LizAnnSonders

Here are the actionable trade ideas extracted from the tweets:

IDEA [1] TICKER: EV manufacturers (e.g., TSLA, RIVN, LCID), Traditional Auto (e.g., GM, F), Oil & Gas (e.g., XOM, CVX) DIRECTION: Short EV manufacturers, Long Traditional Auto/Oil & Gas THESIS: The Trump Administration's rescinding of rules incentivizing electric vehicle production is negative for EV companies and potentially positive for traditional internal combustion engine vehicle manufacturers and the oil sector. SPEAKER: @financialjuice TIMEFRAME: Medium-term

IDEA [3] TICKER: MSGS DIRECTION: Long THESIS: Madison Square Garden's plan to explore spinning off