Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: AI-related stocks/ETFs (e.g., NVDA, MSFT, GOOG, SMCI, BOTZ, ARKQ) DIRECTION: Long THESIS: The speaker believes the AI productivity boom is real and just beginning, suggesting significant future growth for companies involved in AI. SPEAKER: @krugermacro TIMEFRAME: Long-term

IDEA [5] TICKER: AI-related stocks/ETFs DIRECTION: Long THESIS: The speaker cites an argument that a significant productivity boom is underway, driven by real-world implementation outpacing official statistics, implying strong growth for innovative sectors. SPEAKER: