Generated: 2026-05-03 05:21
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only ยท 500+ followers ยท spam heuristic.
Sentiment: ๐ข๐ข๐ข๐ข๐ข Bullish (score +0.83) ยท โ high confidence (12 directional posts)
Distribution (20 posts): ๐ข 11 bullish ยท โช 8 neutral ยท ๐ด 1 bearish ยท ๐๏ธ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) ยท Retail share: 20% (< 2K) ยท Rocket emoji rate: 5%
1. ๐ข bullish @Sam_Badawi โ (42,012 followers ยท ๐237 ๐16 ๐ฌ6)
> MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isnโt just Micron, Samsung, or SK Hynix. Itโs a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks...
2. ๐ข bullish @TradexWhisperer โ (83,777 followers ยท ๐127 ๐8 ๐ฌ5)
> $DRAM $MU Memory Trio Secures 5-Year LTAs. Now, $SNDK joins the ranks. Sandisk CEO said the company has signed five long term contracts, 3 of them worth $42 billion and "if they walk away from a contract, I get that money." ๐คฏ "The bane of this industry has been the boom-bust...
3. ๐ข bullish @TradexWhisperer โ (83,776 followers ยท ๐90 ๐2 ๐ฌ12)
> You will be surprised to know that after posting thousands of conviction posts since $MU $62 and $SNDK $200, the top question I get asked every day (even today) is simply... Which is better, $MU or $SNDK? ๐ Come on guys.. But seriously. If your dilemma is giving you paralysi...
4. ๐ข bullish @TradexWhisperer โ (83,777 followers ยท ๐69 ๐8 ๐ฌ2)
> $MU $DRAM $TSM $NVDA $SNDK JUST IN. SemiAnalysis published that NVIDIA & TSMC are charging too little relative to exploding AI value. Vera Rubin at baseline: 15.3% IRR. Vera Rubin after a 40% price hike: 38% IRR. Now, buyers do NOT walk away at 38%. They lock in long-term...
5. ๐ข bullish @HunterAllen4 โ (6,978 followers ยท ๐66 ๐5 ๐ฌ4)
> Donโt miss the next $MU Up ~300%+ from recent lows AI + next-gen memory are it. Persistence is the bottleneck. I give you $MRAM Up 266% past year, up 130%+ past month, ~60% past week Only ~5% off 52-week highs Only ~$500M market cap vs ~$150B+ for $MU ~$55M FY revenue vs...
6. โช neutral @MarcosMillaYT โ (4,777 followers ยท ๐23 ๐0 ๐ฌ1)
> Rememberโฆ.you can own the DRAM trade for cheaper with lower fees by just buying 1) $EWY AND 2) Micron $MU
7. โช neutral @TheValueist โ (27,936 followers ยท ๐20 ๐1 ๐ฌ1)
> $NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEW The Reiner Pope interview should be read as a 1st-principles economic model of frontier AI systems rather than as a generic technical lecture. Its central claim is that the binding constraint for frontier inference is not raw tensor-co...
8. โช neutral @TheValueist โ (27,936 followers ยท ๐9 ๐3 ๐ฌ2)
> $NVDA $MU $SNDK $LITE The Economics of Frontier AI Inference and Hardware Bottlenecks Frontier AI inference is constrained primarily by memory bandwidth and rack-scale integration, not raw compute. Sequential token generation creates a fundamental bottleneck where KV-cache mo...
9. ๐ข bullish @Hydra_XT (4,346 followers ยท ๐17 ๐0 ๐ฌ1)
> $SNDK - Insane rocket ship, strongest name in the mkt. Memory names on ๐ฅ $WDC $MU etc https://t.co/7yXqeSdEVZ
10. โช neutral @jacobiinvest โ (818 followers ยท ๐7 ๐0 ๐ฌ3)
> Great evening here in Minnesota. Wish I wasnโt in the city but got shot to do down here tomorrow $NBIS $MU $AMZN $IREN $NOW https://t.co/T1wBRt0Cq4
11. ๐ข bullish @HyperTechInvest โ (34,804 followers ยท ๐10 ๐1 ๐ฌ0)
> Samsung, SK Hynix, and $MU are prioritizing HBM and advanced DDR5 for AI infrastructure, leaving less conventional DRAM and NAND available for PCs, smartphones, consoles, and storage devices โก๏ธ Microsoft raised Surface pricing, with the 13-inch Surface Pro moving from $999 to...
12. ๐ด bearish @Selling4Premium โ (10,611 followers ยท ๐3 ๐0 ๐ฌ3)
> $AMD and $MU for sure โฆ both those two are setting up to be prime short candidates.
13. ๐ข bullish @fammetaX โ (3,409 followers ยท ๐9 ๐1 ๐ฌ0)
> $MU is up 597% this year. still complaining about gas prices just to fit in with the people who missed it https://t.co/MzUrHwn2hU
14. ๐ข bullish @SSagariee โ (3,039 followers ยท ๐2 ๐0 ๐ฌ1)
> Appreciate the solid breakdown @HunterAllen4 this $MRAM thesis is fire. Persistent memory advantages, defense contracts, expanding margins, and massive upside vs. $MUโs scale. Early-stage memory evolution play with real edge. Donโt miss the next $MU
15. โช neutral @accounting_ds โ (7,825 followers ยท ๐2 ๐0 ๐ฌ1)
> @AdityaInvests90 $MU did pullback though, just not as much as you wanted
16. โช neutral @quantLR โ (878 followers ยท ๐2 ๐0 ๐ฌ1)
> My favorite find from my due diligence today $MU $DRAM https://t.co/DtSZkuKvBS
17. โช neutral @WealthCoachMak โ (42,893 followers ยท ๐5 ๐0 ๐ฌ0)
> @AdityaInvests90 I actually don't agree about pullback... $MU went from a high of $450 back to below $400 2 times...and then it from $450 to $320s in March...and then since then rocket ship up. So yeah...there were sharp pullbacks but they didn't last long.
18. ๐ข bullish @RosannaInvests โ (22,688 followers ยท ๐2 ๐0 ๐ฌ1)
> @Micro2Macr0 Shares and calls are in order here IMO $MU thatโs what Iโve got! ๐
19. ๐ข bullish @teshen8lin (1,520 followers ยท ๐1 ๐0 ๐ฌ1)
> @TradexWhisperer Own $STX $SNDK and $MU and hold them for the long term ๐
20. โช neutral @Rhoneus (953 followers ยท ๐1 ๐0 ๐ฌ1)
> @sporadica Yea so when you have 400B dollars its difficult to allocate that you cant just buy 70% of $MU And difficult to exit. He owns like 4x the daily volume in apple shares So you sell in bits as prices go up. And if theres a big dip you buy back in
Sentiment: ๐ข๐ข๐ข๐ข๐ข Bullish (score +1.00) ยท ๐ก medium confidence (6 directional posts)
Distribution (20 posts): ๐ข 6 bullish ยท โช 14 neutral ยท ๐ด 0 bearish ยท ๐๏ธ 0 spam filtered
Influencer share: 30% (accounts > 10K followers) ยท Retail share: 30% (< 2K) ยท Rocket emoji rate: 0%
1. ๐ข bullish @1ChartMaster โ (41,817 followers ยท ๐87 ๐9 ๐ฌ1)
> $FTI $DOW $NBR $VG RS can't hide and will outperform during weakness. https://t.co/z3o9GrQYB4
2. โช neutral @JohnMuchow โ (53,989 followers ยท ๐21 ๐1 ๐ฌ2)
> $FTI - double inside days = price consolidation. Looking for break above bar high at $70.17, stops low of bar $68.67 or low of outside bar $67.22 https://t.co/bXULmhJX9a
3. โช neutral @ConsensusGurus โ (43,109 followers ยท ๐13 ๐0 ๐ฌ3)
> Seriously - what SaaS bagholder paid off the S&P 500 committee? $VEEV market cap is $25B MidCap 600 names with $25B or more market cap: $FLEX $33B $FTI $31B $MTZ $29B $CW $26B $XPO $25B $MRVL is eligible and is $144B! Many multiples larger! Hell the energy industry match f...
4. โช neutral @JohnMuchow โ (53,989 followers ยท ๐15 ๐3 ๐ฌ0)
> $FTI still coilingโฆdouble inside day! https://t.co/bbuxDJwy2P
5. โช neutral @BullsvsBearMan โ (1,743 followers ยท ๐6 ๐0 ๐ฌ3)
> โผ๏ธ These Ten Stocks Hit 52 Week Highs Today! 1. $LIN 2. $NUE 3. $FTI 4. $BEN 5. $XE 6. $AIT 7. $NE 8. $VOYA 9. $KEX 10. $LSTR If you were forced to invest $10,000 into one at its peak today and hold for one year, which would you choose?!
6. โช neutral @cucan1510 โ (3,413 followers ยท ๐4 ๐0 ๐ฌ2)
> $FTI Nol8 Appoints Chief Solutions Officer to Lead Enterprise Adoption of the AI Data Plane Jamie Pope appointed Chief Solutions Officer , to Lead Enterprise Adoption of the AI Data Plane Mr Popeโs calibre from major listed data infrastructure player Elastic (ETC:NYSE, ~US$...
7. ๐ข bullish @cucan1510 โ (3,413 followers ยท ๐4 ๐0 ๐ฌ1)
> $FTI Raises $15 Million in Strategic Placement $FTI raised at premium $0.715 per share to accelerate technology, marketing and business development of Nol8 Technology, support business development programs for existing assets, strengthen commercial initiatives https://t.c...
8. ๐ข bullish @cucan1510 โ (3,413 followers ยท ๐4 ๐0 ๐ฌ1)
> $FTI Benchmark Testing Against Google RE2 Delivers World-First Results Confirming more than a 200,000x Throughput Advantage Nol8's world-first technology delivers a throughput advantage of over 200,000x under AIgrade workloads against Google's RE2 Engine Nol8's FPGA-accele...
9. โช neutral @cucan1510 โ (3,413 followers ยท ๐4 ๐1 ๐ฌ0)
> $FTI in TH regarding a material capital raising. Resume trading on Wednesday, 29 April 2026 https://t.co/7J1PWjTRYZ
10. โช neutral @CHall_Au (1,076 followers ยท ๐5 ๐0 ๐ฌ0)
> #ASX's Top 10 #Momentum Stocks for 28 April 2026: $AI1 $FTI $EUR $ALR $ELV $DAI $SKS $SLS $SPL $COB Today's Top 10 Podcast: #ASXNews #FinerMarketPoints https://t.co/9rUx3Ptz5D
11. โช neutral @CHall_Au (1,076 followers ยท ๐5 ๐0 ๐ฌ0)
> #ASX's Top 10 #Momentum Stocks for 21 April 2026: $OD6 $FTI $EIQ $OEC $LSA $EM3 $JGH $SKY $SKS $CXO Today's Top 10 Podcast: #ASXNews #FinerMarketPoints https://t.co/fOoVeCBbc7
12. โช neutral @CaseyVSilver โ (1,089 followers ยท ๐1 ๐0 ๐ฌ1)
> $FTI showing solid margin improvement via disciplined project bidding โ but is it enough to be the top pick? Analyst flipping preference to $SAPMF here, citing more room to improve on margins and execution. $FTI gets credit for integrated delivery gains, but the upside narrat...
13. ๐ข bullish @dpinsen โ (9,881 followers ยท ๐4 ๐0 ๐ฌ0)
> @HarmlessYardDog It should be a good next several months for $FTI.
14. ๐ข bullish @SharestepAI โ (693 followers ยท ๐3 ๐0 ๐ฌ0)
> ๐ด SIGNAL ALERT: Pumps Are PUMPING Stocks for suppliers of pumps, valves, and fluid handling systems for industry are ripping - up +3.0% in the last month. Upstream effects of growth in the US energy industry, and across US manufacturing. Watch: $FTI +15.5%
15. โช neutral @FwdQuarter โ (1,322 followers ยท ๐0 ๐1 ๐ฌ0)
> $FTI Q1 2026: Net income $260.5m, EPS $0.64 Revenue $2.49b, up 11.6% YoY Subsea orders $1.9b FCF $277m Adjusted EBITDA $466m (18.7% margin) 2026 guidance: $10b Subsea orders target PR: https://t.co/IUWxZWILk4 https://t.co/nMtPdmvkyp
16. ๐ข bullish @cucan1510 โ (3,413 followers ยท ๐2 ๐0 ๐ฌ0)
> $FTI +32% nice ๐
17. โช neutral @cucan1510 โ (3,413 followers ยท ๐2 ๐0 ๐ฌ0)
> $FTI 74c benchmarking engine readiness at mid-2026 and revenue-ready platform targeted for late 2026.
18. โช neutral @msectors โ (17,279 followers ยท ๐1 ๐0 ๐ฌ0)
> TechnipFMC plc, $FTI, earnings were released this morning. EPS: expected $0.56, reported $0.64 Beat: +14.29% Revenue: expected $2.52B, reported $2.49B Miss: -1.11%
19. โช neutral @allday_stocks โ (3,714 followers ยท ๐1 ๐0 ๐ฌ0)
> $FTI ๐๐๐๐ก๐ง๐ข๐ฉ๐
๐๐: ๐๐ญ๐ซ๐จ๐ง๐ ๐๐ซ๐จ๐๐ข๐ญ ๐๐ซ๐จ๐ฐ๐ญ๐ก, ๐๐ซ๐๐๐ซ ๐๐จ๐๐ญ๐ง๐๐ฌ๐ฌ ๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ โข EPS: $0.64 โข Adj. EPS: $0.64 โข Revenue: $2.49B (+11.6% YoY) โข Net Income: $260.5M (+83.5% YoY) โข Adj. EBITDA: $466M (margin 18.7%) โ ๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ โข FY26 unchanged โข Subsea revenue: $9.2Bโ$9.6B โข Subsea EBITDA mar...
20. โช neutral @MatthewMcCall โ (20,459 followers ยท ๐1 ๐0 ๐ฌ0)
> Some interesting new highs today: $BEN - Asset Management $NUE - Steel $FTI - Oil Drilling $PLPC - AI Infrastructure $THR - Industrial-Heat Sensing $NEXNY - Cables (for AI)
Sentiment: ๐ข๐ข๐ข๐ข๐ข Bullish (score +0.67) ยท โ high confidence (12 directional posts)
Distribution (20 posts): ๐ข 10 bullish ยท โช 7 neutral ยท ๐ด 2 bearish ยท ๐๏ธ 1 spam filtered
Influencer share: 47% (accounts > 10K followers) ยท Retail share: 5% (< 2K) ยท Rocket emoji rate: 5%
1. ๐ข bullish @StonkValue โ (12,190 followers ยท ๐101 ๐20 ๐ฌ0)
> Full list of Semiconductor stocks to own in 2026 and beyond- Design and Compute 1. $ARM +89% 2. $AMD +70% 3. $INTC +170% 4. $LSCC +65% 5. $MXL +350% 6. $MPWR +76% 7. $NVTS +145% 8. $AMBQ +42% 9. $ALGM +86% 10. $DIOD +120% Connectivity 1. $ON +90% 2. $MTSI +180% 3. $MRVL +...
2. ๐ข bullish @StockOptionCole โ (22,116 followers ยท ๐58 ๐8 ๐ฌ11)
> $AMD Earnings on Tuesday Either the fire is put out and pulls back to 330 for a round trip then bought up fast on the road to 400+ 2026๐ฏ 430, 470 If this drops post earnings this would be a case of BUY THE FUCKING DIP IMO The Semiconductor rally is nowhere near done and cy...
3. ๐ข bullish @MikeLongTerm โ (23,668 followers ยท ๐45 ๐4 ๐ฌ5)
> $AMD\| 15-20m EPYC Venice= $200-$300B rev๐ Once @AMD shareholders understood AMD CPUs are superior than the rest and the significance 2nm allocation will boost Revenue & Earning growth MASSIVELY! https://t.co/qWSAil6X8h
4. โช neutral @DarrenPowell2 โ (6,387 followers ยท ๐17 ๐0 ๐ฌ15)
> What does everyone think about $AMD earrings this coming week?? The stock has been nuts of late. https://t.co/a2ENT9xF64
5. ๐ข bullish @sam_gatlin โ (11,455 followers ยท ๐35 ๐4 ๐ฌ3)
> $AMD is breaking out of a massive base & trading at the highest level since 1986 relative to the S&P 500. ๐ฅ https://t.co/xKVEDmfB9L
6. ๐๏ธ spam @WealthCoachMak โ (42,893 followers ยท ๐30 ๐1 ๐ฌ5)
> A thread with example trades of selling puts: โ
Fundamentally great stocks โ
Good growth prospects Using $485,000 in collateral to make more than $8,000 in cash flow On stocks that donโt have a REALLY high IV And using low delta $NVDA $AMZN $AMD $TSLA A thread ๐งต ๐๐
7. ๐ข bullish @TheValueist โ (27,937 followers ยท ๐17 ๐1 ๐ฌ0)
> You will begin hearing more and more about the power of FPGAs in the coming months. Speak to anyone who works at Jane Street. A technological and market breakout feels around the corner. https://t.co/EkxnBxJSIW $LSCC $MCHP $AMD $INTC
8. ๐ข bullish @MikeLongTerm โ (23,668 followers ยท ๐12 ๐0 ๐ฌ1)
> Cathie Wood on interns when $AMD at $1,000 https://t.co/QHI1NS512j
9. โช neutral @fammetaX โ (3,409 followers ยท ๐10 ๐0 ๐ฌ1)
> $AMD was $96. $INTC was $20. you had the money. you had the names. you had the time. you have the same account balance https://t.co/WFEB5mD865
10. ๐ด bearish @Selling4Premium โ (10,610 followers ยท ๐3 ๐0 ๐ฌ3)
> $AMD and $MU for sure โฆ both those two are setting up to be prime short candidates.
11. ๐ข bullish @Hydra_XT (4,346 followers ยท ๐11 ๐0 ๐ฌ0)
> $AMD - Insanely strong action from this one. Big money flowing into the semi's $AVGO $NVDA $TSM $CRDO $LRCX $ALAB $ARM $MRVL etc https://t.co/O44BlGzSgK
12. โช neutral @sovereignsense โ (8,160 followers ยท ๐8 ๐0 ๐ฌ1)
> $AMD monthly chart going back to the early '80s. ๐ณ https://t.co/PRoDJ1sp7C
13. ๐ข bullish @ISITrading2717 โ (4,088 followers ยท ๐0 ๐0 ๐ฌ2)
> Can make that argument. But the counter argument is companies like $AMD are putting a ton of pressure on $NVDA NVDA was preferred and got any deal they wanted. Not companies have more options with $AMD $INTC $TSM all steeping up their game. $GOOGL making chips, $TSLA about ...
14. ๐ด bearish @Mojo_flyin (4,165 followers ยท ๐1 ๐0 ๐ฌ1)
> You should go through the $INTC earnings carefully to understand the nature of the revenue, GM and EPS beat. They have beat 7 qtrs in a row. They didn't beat Q1 simply because they sold some binned parts. Once more. Like everyone else $AMD will be short. If they are not they h...
15. ๐ข bullish @QualCompounders โ (1,962 followers ยท ๐4 ๐0 ๐ฌ0)
> @MikeLongTerm @AMD $AMD has been slept on for too long huge CPU demand with inference and ramp of their MI400 series.
16. ๐ข bullish @JoshTradeOption โ (16,901 followers ยท ๐4 ๐0 ๐ฌ0)
> Interesting from @CheddarFlow and I do believe that $AMD is heading a lot higher in the next 12 months. Remember when AMD was the Advanced Money Destroyer? It's been the Automatic Money Duplicator....
17. โช neutral @HunterAllen4 โ (6,978 followers ยท ๐1 ๐0 ๐ฌ1)
> @LukeSimpleDiv Watcha mean man? This was a great post about $AMD
18. โช neutral @Felix__steven (2,150 followers ยท ๐0 ๐0 ๐ฌ1)
> Semis: $NVDA $AMD $ARM $AVGO $MRVL $INTC $TSM $QCOM Memory: $MU $WDC $STX $SNDK Photonics / Optical: $LITE $COHR $AAOI $GLW $JBL $AXTI $LWLG $NOK Networking: $ANET $CSCO $CIEN $JNPR Compute / Data Centers: $IREN $CIFR $NBIS Power / Grid: $VRT $ETN $PWR $GEV $CEG $SMR $OKLO
19. โช neutral @WealthCoachMak โ (42,893 followers ยท ๐0 ๐0 ๐ฌ1)
> - 6/5 $AMD $300p โ
4 contracts โ
Collateral: $120,000 โ
Premium: $2,880
20. โช neutral @longinvest32 โ (3,150 followers ยท ๐0 ๐0 ๐ฌ1)
> $NVDA the most profitable gpu maker trading at a lower forward p/e than $AMD make it make sense