Here are the actionable trade ideas extracted from the tweets:

IDEA [6] TICKER: UK Defense Contractors (e.g., BAE Systems - BA.L) DIRECTION: Long THESIS: Starmer's promise of increased UK defense spending suggests a potential boost in contracts and revenue for companies in the UK defense sector. SPEAKER: @FirstSquawk TIMEFRAME: Medium-term

IDEA [11] TICKER: H (Hyatt Hotels Corporation) DIRECTION: Short (or avoid) THESIS: The stepping down of a key executive due to Epstein ties creates negative publicity and potential governance concerns, which could weigh on the stock. SPEAKER: @FirstSquawk TIMEFRAME: Short-term