Generated: 2026-05-05 05:50
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 +0.69) ยท โ high confidence (13 directional posts)
Distribution (20 posts): ๐ข 11 bullish ยท โช 7 neutral ยท ๐ด 2 bearish ยท ๐๏ธ 0 spam filtered
Influencer share: 25% (accounts > 10K followers) ยท Retail share: 30% (< 2K) ยท Rocket emoji rate: 0%
1. ๐ข bullish @_HalalTrader_ โ (4,819 followers ยท ๐39 ๐3 ๐ฌ1)
> $SNDK $MU SSD spot prices still ticking up while Samsung just hiked contract prices by 30%. This train isnโt stopping anytime soon inshaAllah. https://t.co/vRtMCOW6nb
2. ๐ข bullish @The_AI_Investor โ (76,733 followers ยท ๐25 ๐2 ๐ฌ1)
> $MU - Another key point is that current estimates are based on past DRAM prices. We all know prices are going up significantly; we just donโt know when they will stop. This means actual earnings could be much higher than current estimates. With a re-rating, it could get crazy.
3. ๐ข bullish @MarcosMillaYT โ (5,308 followers ยท ๐19 ๐0 ๐ฌ2)
> $DRAM could be a $200 ETFโฆ The true bottleneck is in memory of AIโฆ The winners long-term will be: 1) Micron $MU 2) Sandisk $SNDK 3) Western Digital $WDC 4) Samsung 5) SK Hynix https://t.co/8QYR6zxS4w
4. โช neutral @StockBully69 โ (1,388 followers ยท ๐6 ๐0 ๐ฌ4)
> Bro is $MU really going to $600 ?
5. โช neutral @cmsinvests โ (3,543 followers ยท ๐2 ๐0 ๐ฌ1)
> @BlackMambaMilli not $mu look at fpe
6. ๐ข bullish @JoashReid1 (1,804 followers ยท ๐2 ๐0 ๐ฌ1)
> @_HalalTrader_ I was literally thinking tjis earlier. If the market understood that memory for AI infra is not cyclical then $MU would trade at $2000 this year. But they will see Micron is my largest position
7. โช neutral @PythiaR โ (69,228 followers ยท ๐4 ๐0 ๐ฌ0)
> @ContrarianCurse Long $DRAM hedge out the $MU kinda interesting tbh
8. ๐ด bearish @TheReal_BCM โ (2,793 followers ยท ๐1 ๐0 ๐ฌ1)
> @BlackMambaMilli Iโm impressed! Biggest mistake I ever made was selling my 100 shares of $MU at $116
9. โช neutral @BigMouthBarkley (747 followers ยท ๐1 ๐0 ๐ฌ1)
> @HeidingOut I have to look up $MUU oh itโs double $MU very nice ๐
10. ๐ข bullish @anni_sen โ (7,242 followers ยท ๐3 ๐0 ๐ฌ0)
> $MU Micron - Gerstner reiterating what CEO, Sanjay Mehrotra mentioned, memory scales with AI compute overcoming boom and bust cycles of memory past.
11. ๐ข bullish @eightcap_global โ (6,595 followers ยท ๐1 ๐1 ๐ฌ0)
> Top movers split across tech ๐ $MU +6.31% AI driven memory strength $COIN +6.14% crypto surge above 80K $EBAY +5.05% takeover bid boost $AMD -5.27% profit taking $QCOM -4.87% semiconductor pressure AI and crypto lead while semis lag ๐ https://t.co/pQUPAxzWLy
12. ๐ข bullish @PSInvestor โ (2,424 followers ยท ๐2 ๐0 ๐ฌ0)
> @SmallCapSnipa $META is giving me the feels like $MU's run is about to happen.
13. ๐ข bullish @DebneelM (544 followers ยท ๐2 ๐0 ๐ฌ0)
> It is good for a section of the broader market to be skeptical. After all consensus seldom plays out! $PLTR will not be a victim of irrational exuberance in times when stocks like $INTC double in a month and $MU keep running north.
14. ๐ข bullish @noisetoalpha โ (957 followers ยท ๐1 ๐0 ๐ฌ0)
> Exactly. The market may still be modeling $MU off old-cycle memory assumptions. But if DRAM and HBM pricing keeps moving higher, estimates become stale very quickly. That is the real operating leverage here. A small change in memory pricing can flow through massively to rev...
15. โช neutral @Vol888 โ (16,278 followers ยท ๐1 ๐0 ๐ฌ0)
> @EricY44592 $MU gap levels mapped ๐๐ป Using my gap model (available for X subscribers). https://t.co/EJs29lNX0N
16. โช neutral @R_and_Invest โ (3,150 followers ยท ๐1 ๐0 ๐ฌ0)
> lol the best ones are $MU $RDDT
17. ๐ข bullish @DylanMcMahon โ (124,128 followers ยท ๐1 ๐0 ๐ฌ0)
> I'm looking at this new etf called $DRAM. It's a memory etf that holds $MU Micron. Going to buy it.
18. ๐ข bullish @golfer319 (7,329 followers ยท ๐1 ๐0 ๐ฌ0)
> @Jokerbernrin It's pretty easy to have conviction on $MU when MU is predicted to have the same Profits in 2027 as $GOOGL ! GOOGL closed at a 4.6 Trillion market cap vs MU at 650 billion ( GOOGL 7.1x larger . . ) Make it make sense . . . It's being "repriced"
19. ๐ด bearish @SkyNetCFO (42,586 followers ยท ๐0 ๐0 ๐ฌ0)
> @cryptorover He knows that $SNDK $MU $SPY are due for a pull back
20. โช neutral @JoeTrader01 โ (1,298 followers ยท ๐0 ๐0 ๐ฌ0)
> @BassamMelh @stockmindsweb So your take is that $MU is not a good long term investment?
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 (41,837 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 (53,992 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 (43,194 followers ยท ๐14 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 (53,992 followers ยท ๐15 ๐3 ๐ฌ0)
> $FTI still coilingโฆdouble inside day! https://t.co/bbuxDJwy2P
5. โช neutral @BullsvsBearMan โ (1,749 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 (3,412 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 (3,412 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 (3,412 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 (3,412 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 (1,112 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 (9,884 followers ยท ๐4 ๐0 ๐ฌ0)
> @HarmlessYardDog It should be a good next several months for $FTI.
14. ๐ข bullish @SharestepAI โ (707 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 (1,334 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 (3,412 followers ยท ๐2 ๐0 ๐ฌ0)
> $FTI +32% nice ๐
17. โช neutral @cucan1510 โ (3,412 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 (17,277 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 (3,736 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 (20,457 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: ๐ด๐ด๐ด๐ด๐ด Bearish (score -0.33) ยท โ ๏ธ low confidence (3 directional posts)
Distribution (15 posts): ๐ข 1 bullish ยท โช 12 neutral ยท ๐ด 2 bearish ยท ๐๏ธ 0 spam filtered
Influencer share: 27% (accounts > 10K followers) ยท Retail share: 40% (< 2K) ยท Rocket emoji rate: 0%
1. โช neutral @StockSavvyShay โ (387,468 followers ยท ๐585 ๐73 ๐ฌ32)
> $AAPL is exploring $INTC as a potential manufacturing partner for its main device processors. The move would give Apple foundry optionality beyond $TSM and reduce reliance on a single supplier. https://t.co/WMLfs9m1RN
2. โช neutral @aleabitoreddit โ (266,198 followers ยท ๐507 ๐25 ๐ฌ57)
> Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp. Foxconn is a major supply chain partner among $TSM and $ASX. Butโฆ...
3. โช neutral @negligible_cap โ (9,044 followers ยท ๐94 ๐7 ๐ฌ5)
> *APPLE EXPLORES USING INTEL, SAMSUNG TO BUILD DEVICE PROCESSORS $AAPL in talks to use $INTC and Samsung, potentially moving away from $TSM. Apple has pretty much exclusively used TSMC for chips for the last decade plus. Trump probably has something to do with this behind th...
4. ๐ด bearish @ContrarianCurse โ (25,042 followers ยท ๐43 ๐1 ๐ฌ6)
> $AAPL looking at INTC/Sammy is a pretty major fuck up by $TSM all things considered. Could've probably JVed INTC and gotten the equipment / economics for nothing and framed it as a solid to the US. Really bad
5. โช neutral @AIStockSavvy โ (32,274 followers ยท ๐24 ๐10 ๐ฌ1)
> ๐ข ๐๐๐๐ ๐๐: Apple Explores Intel and Samsung for Chip Production Diversification - Bloomberg - $AAPL $INTC $TSM ๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ: โค Apple holds early talks with ๐๐ง๐ญ๐๐ฅ for chip manufacturing services. โค Exploring alternatives beyond key partner ๐๐๐๐. โค Apple executives v...
6. โช neutral @noisetoalpha โ (957 followers ยท ๐3 ๐0 ๐ฌ2)
> This would be a huge signal if it moves beyond exploration. For $AAPL, the value is supply chain optionality. Apple does not need Intel to fully replace $TSM for this to matter. Even credible second-source capacity can improve negotiating leverage, reduce geopolitical conce...
7. โช neutral @BeuvingJordy โ (7,519 followers ยท ๐4 ๐0 ๐ฌ0)
> โ ๏ธ The moment has arrived: $AAPL exploring both $INTC and Samsung for processors (as 2nd option $TSM)
8. ๐ด bearish @xm_build โ (4,165 followers ยท ๐1 ๐0 ๐ฌ1)
> @StockSavvyShay foundry optionality beyond $tsm always looked like a ticking timebomb
9. โช neutral @AAGresearch โ (5,721 followers ยท ๐0 ๐0 ๐ฌ1)
> @ContrarianCurse I agree. But considering that $TSM almost has a monopoly, they can afford a few fuck ups
10. โช neutral @zaynasourus (1,017 followers ยท ๐0 ๐1 ๐ฌ0)
> Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp. Foxconn is a major supply chain partner among $TSM https://t.co/Y...
11. โช neutral @Tickerwire (1,915 followers ยท ๐1 ๐0 ๐ฌ0)
> $INTC $AMD $TSM $MU $SNDK \| Apple is in early talks with Intel and Samsung to diversify chip production beyond TSMC. With executives visiting Samsungโs new Texas plant, Apple aims to secure domestic 2nm capacity and reduce reliance on a single foundry. https://t.co/mQdoJ5wQCp
12. ๐ข bullish @vocean813 โ (529 followers ยท ๐1 ๐0 ๐ฌ0)
> @Leo_Traydes $TSM is the quiet backbone behind the Mag7 trade everyone keeps chasing.
13. โช neutral @BlackMambaMilli โ (1,470 followers ยท ๐0 ๐0 ๐ฌ0)
> @Leo_Traydes Man Iโd rather own all the mag 7 rather than $TSM Spreading exposure is far less risky
14. โช neutral @noisetoalpha โ (957 followers ยท ๐0 ๐0 ๐ฌ0)
> $AAPL is reportedly exploring using $INTC and Samsung to manufacture main device processors in the U.S. This is not confirmed production yet. But strategically, it is a big signal. Apple has been deeply tied to $TSM for advanced-node manufacturing. Now the company appears ...
15. โช neutral @StockStormX โ (4,825 followers ยท ๐0 ๐0 ๐ฌ0)
> @business $TSM keeps the leading edge. these talks happen every cycle