Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: Software stocks (sector) DIRECTION: Long THESIS: JPMorgan believes the recent selloff in software stocks is overdone, fueled by exaggerated concerns about near-term AI disruption, suggesting a potential rebound. SPEAKER: @unusual_whales (reporting JPMorgan's view) TIMEFRAME: Medium-term

IDEA 2 TICKER: NVDA DIRECTION: Long THESIS: Citigroup recommends buying Nvidia, anticipating outperformance in the second half of 2026 as AI demand visibility improves into 2027. SPEAKER: @DeItaone (reporting Citi's view) TIMEFRAME: Long-term