Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: Speculative Tech (e.g., $ARKK, high-growth tech stocks) DIRECTION: Short THESIS: The IPO of the merged SpaceX/xAI in Q2 is hypothesized to saturate demand for speculative tech, leading to a burst in the tech bubble. SPEAKER: @burggrabenh TIMEFRAME: Medium-term

IDEA [7] TICKER: Copper (e.g., $CPER, copper mining companies) DIRECTION: Short THESIS: Reduced new vehicle subsidies in China, combined with collapsed construction demand, will lead to lower copper demand going forward. SPEAKER: @burggrabenh TIMEFRAME: