December durable goods orders -1.4% m/m vs. -2% est. & +5.4% prior … orders ex-transportation +0.9% vs. +0.3% est. & +0.4% prior https://t.co/RvPBBTJqPi
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