Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: GOOGL DIRECTION: long THESIS: Alphabet's partnership with the Indian government and Google DeepMind, along with a $30 million pledge for AI research, signals significant investment and expansion in AI, a key growth driver. SPEAKER: @FirstSquawk TIMEFRAME: medium-term

IDEA 2 TICKER: XLE / USO / LMT / RTX DIRECTION: long THESIS: Reports of Trump moving closer to a major war with Iran and significant military deployments to the Middle East suggest escalating geopolitical tensions, likely benefiting defense contractors and potentially driving oil prices higher. SPEAKER: @LiveSquawk / @FirstSquawk / @Bill