# 🐦 Social Pulse Appendix — 2026-05-03

Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam.
Filtered: English only · 500+ followers · spam heuristic.

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## 🐦 $MU — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.83) · ✅ **high confidence** (12 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 8 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered

**Influencer share:** 50% (accounts > 10K followers) · **Retail share:** 20% (< 2K) · **Rocket emoji rate:** 5%

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### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@Sam_Badawi](https://x.com/Sam_Badawi/status/2050751212526665939) ✓  (42,012 followers · 👍237 🔁16 💬6)  
> MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW  This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks...

**2.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2050749485492686978) ✓  (83,777 followers · 👍127 🔁8 💬5)  
> $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." 🤯  "The bane of this industry has been the boom-bust...

**3.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2050777638827102362) ✓  (83,776 followers · 👍90 🔁2 💬12)  
> 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? 😂 Come on guys..  But seriously. If your dilemma is giving you paralysi...

**4.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2050753479669633434) ✓  (83,777 followers · 👍69 🔁8 💬2)  
> $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.** 🟢 `bullish ` [@HunterAllen4](https://x.com/HunterAllen4/status/2050757333769199800) ✓  (6,978 followers · 👍66 🔁5 💬4)  
> Don’t 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.** ⚪ `neutral ` [@MarcosMillaYT](https://x.com/MarcosMillaYT/status/2050785693782434071) ✓  (4,777 followers · 👍23 🔁0 💬1)  
> Remember….you can own the DRAM trade for cheaper with lower fees by just buying   1) $EWY AND 2) Micron $MU

**7.** ⚪ `neutral ` [@TheValueist](https://x.com/TheValueist/status/2050758319837454598) ✓  (27,936 followers · 👍20 🔁1 💬1)  
> $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.** ⚪ `neutral ` [@TheValueist](https://x.com/TheValueist/status/2050771226453332021) ✓  (27,936 followers · 👍9 🔁3 💬2)  
> $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.** 🟢 `bullish ` [@Hydra_XT](https://x.com/Hydra_XT/status/2050736201808970122)    (4,346 followers · 👍17 🔁0 💬1)  
> $SNDK - Insane rocket ship, strongest name in the mkt. Memory names on 🔥 $WDC $MU etc https://t.co/7yXqeSdEVZ

**10.** ⚪ `neutral ` [@jacobiinvest](https://x.com/jacobiinvest/status/2050762786385326244) ✓  (818 followers · 👍7 🔁0 💬3)  
> Great evening here in Minnesota. Wish I wasn’t in the city but got shot to do down here tomorrow   $NBIS $MU $AMZN $IREN $NOW https://t.co/T1wBRt0Cq4

**11.** 🟢 `bullish ` [@HyperTechInvest](https://x.com/HyperTechInvest/status/2050796313415930338) ✓  (34,804 followers · 👍10 🔁1 💬0)  
> 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  ➡️ Microsoft raised Surface pricing, with the 13-inch Surface Pro moving from $999 to...

**12.** 🔴 `bearish ` [@Selling4Premium](https://x.com/Selling4Premium/status/2050774404993634808) ✓  (10,611 followers · 👍3 🔁0 💬3)  
> $AMD and $MU for sure … both those two are setting up to be prime short candidates.

**13.** 🟢 `bullish ` [@fammetaX](https://x.com/fammetaX/status/2050770045131698216) ✓  (3,409 followers · 👍9 🔁1 💬0)  
> $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.** 🟢 `bullish ` [@SSagariee](https://x.com/SSagariee/status/2050780504576631186) ✓  (3,039 followers · 👍2 🔁0 💬1)  
> Appreciate the solid breakdown @HunterAllen4 this $MRAM thesis is fire. Persistent memory advantages, defense contracts, expanding margins, and massive upside vs. $MU’s scale. Early-stage memory evolution play with real edge. Don’t miss the next $MU

**15.** ⚪ `neutral ` [@accounting_ds](https://x.com/accounting_ds/status/2050749028451631556) ✓  (7,825 followers · 👍2 🔁0 💬1)  
> @AdityaInvests90 $MU did pullback though, just not as much as you wanted

**16.** ⚪ `neutral ` [@quantLR](https://x.com/quantLR/status/2050748840760729605) ✓  (878 followers · 👍2 🔁0 💬1)  
> My favorite find from my due diligence today  $MU $DRAM https://t.co/DtSZkuKvBS

**17.** ⚪ `neutral ` [@WealthCoachMak](https://x.com/WealthCoachMak/status/2050729884394434630) ✓  (42,893 followers · 👍5 🔁0 💬0)  
> @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.** 🟢 `bullish ` [@RosannaInvests](https://x.com/RosannaInvests/status/2050729413684482298) ✓  (22,688 followers · 👍2 🔁0 💬1)  
> @Micro2Macr0 Shares and calls are in order here IMO $MU that’s what I’ve got! 👍

**19.** 🟢 `bullish ` [@teshen8lin](https://x.com/teshen8lin/status/2050793047605043690)    (1,520 followers · 👍1 🔁0 💬1)  
> @TradexWhisperer Own $STX $SNDK and $MU and hold them for the long term 😄

**20.** ⚪ `neutral ` [@Rhoneus](https://x.com/Rhoneus/status/2050790792420372963)    (953 followers · 👍1 🔁0 💬1)  
> @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


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## 🐦 $FTI — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +1.00) · 🟡 **medium confidence** (6 directional posts)

**Distribution** (20 posts):  🟢 6 bullish · ⚪ 14 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered

**Influencer share:** 30% (accounts > 10K followers) · **Retail share:** 30% (< 2K) · **Rocket emoji rate:** 0%

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### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@1ChartMaster](https://x.com/1ChartMaster/status/2037629727398035676) ✓  (41,817 followers · 👍87 🔁9 💬1)  
> $FTI $DOW $NBR $VG RS can't hide and will outperform during weakness. https://t.co/z3o9GrQYB4

**2.** ⚪ `neutral ` [@JohnMuchow](https://x.com/JohnMuchow/status/2039347503934620123) ✓  (53,989 followers · 👍21 🔁1 💬2)  
> $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.** ⚪ `neutral ` [@ConsensusGurus](https://x.com/ConsensusGurus/status/2049962833816015333) ✓  (43,109 followers · 👍13 🔁0 💬3)  
> 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.** ⚪ `neutral ` [@JohnMuchow](https://x.com/JohnMuchow/status/2039492285872669004) ✓  (53,989 followers · 👍15 🔁3 💬0)  
> $FTI still coiling…double inside day! https://t.co/bbuxDJwy2P

**5.** ⚪ `neutral ` [@BullsvsBearMan](https://x.com/BullsvsBearMan/status/2049223455627678012) ✓  (1,743 followers · 👍6 🔁0 💬3)  
> ‼️ 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.** ⚪ `neutral ` [@cucan1510](https://x.com/cucan1510/status/2046380783531946400) ✓  (3,413 followers · 👍4 🔁0 💬2)  
> $FTI Nol8 Appoints Chief Solutions Officer to Lead Enterprise Adoption of the AI Data Plane  Jamie Pope appointed Chief Solutions Officer , to Lead Enterprise Adoption of the AI Data Plane  Mr Pope’s calibre from major listed data infrastructure player Elastic (ETC:NYSE,  ~US$...

**7.** 🟢 `bullish ` [@cucan1510](https://x.com/cucan1510/status/2048914990338646340) ✓  (3,413 followers · 👍4 🔁0 💬1)  
> $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.** 🟢 `bullish ` [@cucan1510](https://x.com/cucan1510/status/2039119835691708566) ✓  (3,413 followers · 👍4 🔁0 💬1)  
> $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.** ⚪ `neutral ` [@cucan1510](https://x.com/cucan1510/status/2048552171634118996) ✓  (3,413 followers · 👍4 🔁1 💬0)  
> $FTI in TH   regarding a material capital raising.   Resume trading  on Wednesday, 29 April 2026 https://t.co/7J1PWjTRYZ

**10.** ⚪ `neutral ` [@CHall_Au](https://x.com/CHall_Au/status/2049262389460377641)    (1,076 followers · 👍5 🔁0 💬0)  
> #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.** ⚪ `neutral ` [@CHall_Au](https://x.com/CHall_Au/status/2046725675357221037)    (1,076 followers · 👍5 🔁0 💬0)  
> #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.** ⚪ `neutral ` [@CaseyVSilver](https://x.com/CaseyVSilver/status/2042973529809780880) ✓  (1,089 followers · 👍1 🔁0 💬1)  
> $FTI showing solid margin improvement via disciplined project bidding — 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.** 🟢 `bullish ` [@dpinsen](https://x.com/dpinsen/status/2040155446330233125) ✓  (9,881 followers · 👍4 🔁0 💬0)  
> @HarmlessYardDog It should be a good next several months for $FTI.

**14.** 🟢 `bullish ` [@SharestepAI](https://x.com/SharestepAI/status/2042006623250739358) ✓  (693 followers · 👍3 🔁0 💬0)  
> 🔴 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.** ⚪ `neutral ` [@FwdQuarter](https://x.com/FwdQuarter/status/2049803607898280271) ✓  (1,322 followers · 👍0 🔁1 💬0)  
> $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.** 🟢 `bullish ` [@cucan1510](https://x.com/cucan1510/status/2048925730369847545) ✓  (3,413 followers · 👍2 🔁0 💬0)  
> $FTI +32%  nice 😎

**17.** ⚪ `neutral ` [@cucan1510](https://x.com/cucan1510/status/2046443366515409397) ✓  (3,413 followers · 👍2 🔁0 💬0)  
> $FTI 74c  benchmarking engine readiness at mid-2026 and revenue-ready platform targeted for late 2026.

**18.** ⚪ `neutral ` [@msectors](https://x.com/msectors/status/2049836870326984802) ✓  (17,279 followers · 👍1 🔁0 💬0)  
> 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.** ⚪ `neutral ` [@allday_stocks](https://x.com/allday_stocks/status/2049804806273765640) ✓  (3,714 followers · 👍1 🔁0 💬0)  
> $FTI 𝐓𝐞𝐜𝐡𝐧𝐢𝐩𝐅𝐌𝐂: 𝐒𝐭𝐫𝐨𝐧𝐠 𝐏𝐫𝐨𝐟𝐢𝐭 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐎𝐫𝐝𝐞𝐫 𝐒𝐨𝐟𝐭𝐧𝐞𝐬𝐬  📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • EPS: $0.64 • Adj. EPS: $0.64 • Revenue: $2.49B (+11.6% YoY) • Net Income: $260.5M (+83.5% YoY) • Adj. EBITDA: $466M (margin 18.7%) ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • FY26 unchanged • Subsea revenue: $9.2B–$9.6B • Subsea EBITDA mar...

**20.** ⚪ `neutral ` [@MatthewMcCall](https://x.com/MatthewMcCall/status/2049196948482117665) ✓  (20,459 followers · 👍1 🔁0 💬0)  
> Some interesting new highs today: $BEN - Asset Management  $NUE - Steel $FTI - Oil Drilling $PLPC - AI Infrastructure   $THR - Industrial-Heat Sensing $NEXNY - Cables (for AI)


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## 🐦 $AMD — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.67) · ✅ **high confidence** (12 directional posts)

**Distribution** (20 posts):  🟢 10 bullish · ⚪ 7 neutral · 🔴 2 bearish · 🗑️ 1 spam filtered

**Influencer share:** 47% (accounts > 10K followers) · **Retail share:** 5% (< 2K) · **Rocket emoji rate:** 5%

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### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@StonkValue](https://x.com/StonkValue/status/2050731247291535778) ✓  (12,190 followers · 👍101 🔁20 💬0)  
> 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.** 🟢 `bullish ` [@StockOptionCole](https://x.com/StockOptionCole/status/2050727038546313368) ✓  (22,116 followers · 👍58 🔁8 💬11)  
> $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+  2026🎯 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.** 🟢 `bullish ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2050746670468435995) ✓  (23,668 followers · 👍45 🔁4 💬5)  
> $AMD\| 15-20m EPYC Venice= $200-$300B rev🚀  Once @AMD shareholders understood AMD CPUs are superior than the rest and the significance 2nm allocation will boost Revenue &amp; Earning growth MASSIVELY! https://t.co/qWSAil6X8h

**4.** ⚪ `neutral ` [@DarrenPowell2](https://x.com/DarrenPowell2/status/2050731364656308723) ✓  (6,387 followers · 👍17 🔁0 💬15)  
> What does everyone think about $AMD earrings this coming week??  The stock has been nuts of late. https://t.co/a2ENT9xF64

**5.** 🟢 `bullish ` [@sam_gatlin](https://x.com/sam_gatlin/status/2050760510178460031) ✓  (11,455 followers · 👍35 🔁4 💬3)  
> $AMD is breaking out of a massive base &amp; trading at the highest level since 1986 relative to the S&amp;P 500. 💥 https://t.co/xKVEDmfB9L

**6.** 🗑️ `spam    ` [@WealthCoachMak](https://x.com/WealthCoachMak/status/2050767322764456249) ✓  (42,893 followers · 👍30 🔁1 💬5)  
> A thread with example trades of selling puts:  ✅ Fundamentally great stocks  ✅ Good growth prospects  Using $485,000 in collateral to make more than $8,000 in cash flow  On stocks that don’t have a REALLY high IV  And using low delta   $NVDA $AMZN $AMD $TSLA  A thread 🧵 👇👇

**7.** 🟢 `bullish ` [@TheValueist](https://x.com/TheValueist/status/2050751632770469934) ✓  (27,937 followers · 👍17 🔁1 💬0)  
> 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.** 🟢 `bullish ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2050750637856436476) ✓  (23,668 followers · 👍12 🔁0 💬1)  
> Cathie Wood on interns when $AMD at $1,000 https://t.co/QHI1NS512j

**9.** ⚪ `neutral ` [@fammetaX](https://x.com/fammetaX/status/2050773282106888627) ✓  (3,409 followers · 👍10 🔁0 💬1)  
> $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.** 🔴 `bearish ` [@Selling4Premium](https://x.com/Selling4Premium/status/2050774404993634808) ✓  (10,610 followers · 👍3 🔁0 💬3)  
> $AMD and $MU for sure … both those two are setting up to be prime short candidates.

**11.** 🟢 `bullish ` [@Hydra_XT](https://x.com/Hydra_XT/status/2050736838877585787)    (4,346 followers · 👍11 🔁0 💬0)  
> $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.** ⚪ `neutral ` [@sovereignsense](https://x.com/sovereignsense/status/2050730128221643093) ✓  (8,160 followers · 👍8 🔁0 💬1)  
> $AMD monthly chart going back to the early '80s. 😳 https://t.co/PRoDJ1sp7C

**13.** 🟢 `bullish ` [@ISITrading2717](https://x.com/ISITrading2717/status/2050778469596876910) ✓  (4,088 followers · 👍0 🔁0 💬2)  
> 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.** 🔴 `bearish ` [@Mojo_flyin](https://x.com/Mojo_flyin/status/2050755546496766228)    (4,165 followers · 👍1 🔁0 💬1)  
> 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.** 🟢 `bullish ` [@QualCompounders](https://x.com/QualCompounders/status/2050753512582029755) ✓  (1,962 followers · 👍4 🔁0 💬0)  
> @MikeLongTerm @AMD $AMD has been slept on for too long huge CPU demand with inference and ramp of their MI400 series.

**16.** 🟢 `bullish ` [@JoshTradeOption](https://x.com/JoshTradeOption/status/2050734668312371405) ✓  (16,901 followers · 👍4 🔁0 💬0)  
> 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.** ⚪ `neutral ` [@HunterAllen4](https://x.com/HunterAllen4/status/2050733430237692003) ✓  (6,978 followers · 👍1 🔁0 💬1)  
> @LukeSimpleDiv Watcha mean man? This was a great post about $AMD

**18.** ⚪ `neutral ` [@Felix__steven](https://x.com/Felix__steven/status/2050795073172881761)    (2,150 followers · 👍0 🔁0 💬1)  
> 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.** ⚪ `neutral ` [@WealthCoachMak](https://x.com/WealthCoachMak/status/2050767328594587704) ✓  (42,893 followers · 👍0 🔁0 💬1)  
> - 6/5 $AMD $300p  ✅ 4 contracts  ✅ Collateral: $120,000  ✅ Premium: $2,880

**20.** ⚪ `neutral ` [@longinvest32](https://x.com/longinvest32/status/2050765859837079663) ✓  (3,150 followers · 👍0 🔁0 💬1)  
> $NVDA the most profitable gpu maker trading at a lower forward p/e than $AMD  make it make sense