Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: AI-related stocks/ETFs (e.g., $SMCI, $NVDA, $SOXX) DIRECTION: Avoid / Short THESIS: The current AI market in early 2026 is compared to the early 2017 crypto market, suggesting potential overvaluation or a bubble that might burst. SPEAKER: @krugermacro TIMEFRAME: Medium-term

IDEA [3] TICKER: Copper (e.g., $JJC, $CPER, copper mining stocks) DIRECTION: Short THESIS: The removal of subsidies in the Chinese automotive sector has led to a significant drop in volume, indicating