Here are the actionable trade ideas extracted from the tweets:

IDEA [1] TICKER: Commercial Real Estate / CMBS (e.g., CMBS ETFs, office REITs, regional banks with CRE exposure) DIRECTION: Short/Avoid THESIS: A record 12.34% delinquency rate for office loans in commercial mortgage-backed securities indicates significant stress in the commercial real estate sector, suggesting potential downside for related securities and lenders. SPEAKER: @BarbarianCap TIMEFRAME: Medium-term

IDEA [3] TICKER: NZD (New Zealand Dollar) DIRECTION: Short THESIS: The RBNZ holding rates despite building inflation risks, coupled with signals of easing (as per tweet 40), suggests