Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: US Treasuries (USTs) DIRECTION: Short / Avoid THESIS: US Federal debt growth and consistently low real yields (4-8% CAGR loss on a real basis since 2008) make USTs a losing investment compared to other assets. SPEAKER: @lukegromen TIMEFRAME: Long-term

IDEA [6] TICKER: Small-cap / Mid-cap stocks DIRECTION: Long THESIS: The market is showing a rotation of money out of mega-cap leaders and into smaller names, indicating strength and opportunity in small- and mid-cap segments. SPEAKER: @markminervini