Q2 revenue dipped to $184.7M as Bitcoin declined, but the $3.4B AI ARR target for 2026 remains intact.⚡ 4.5GW+ secured power portfolio — only ~10% needed to support the $3.4B contracted ARR plan 💰 $3.6B GPU financing + customer prepayments cover ~95% of Microsoft-related CapEx
Original source ↗  |  February 18, 2026 at 14:51 UTC  |  Twitter - @seekingalpha

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: BTC DIRECTION: short THESIS: The "permission" Bitcoin bull market is over, suggesting a bearish outlook for Bitcoin. SPEAKER: @biancoresearch TIMEFRAME: medium-term

IDEA [6] TICKER: BTC DIRECTION: avoid THESIS: Bitcoin is in "narrative purgatory" and lacks visible catalysts for its bull case, suggesting a period of stagnation or uncertainty. SPEAKER: @ces921 TIMEFRAME: medium-term

IDEA [14] TICKER: NVDA DIRECTION: long THESIS: NVIDIA shares rose after announcing a multiyear deal to sell millions of chips to

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