Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: Software Sector (e.g., IGV, XSW) DIRECTION: long THESIS: Despite a recent selloff, the acceleration of AI suggests a strong underlying growth trend for software companies, potentially making the current valuation an attractive entry point. SPEAKER: @SeekingAlpha TIMEFRAME: medium-term

IDEA [5] TICKER: TOTO Ltd. (5332.T) DIRECTION: long THESIS: An activist investor identifies Japan's top toilet maker as an undervalued and overlooked AI play due to its cryogenic etching technology, suggesting significant upside potential. SPEAKER: @zerohedge TIMEFRAME: medium-term