# 🐦 Social Pulse Appendix — 2026-05-05

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 +0.69) · ✅ **high confidence** (13 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 7 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered

**Influencer share:** 25% (accounts > 10K followers) · **Retail share:** 30% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** 🟢 `bullish ` [@_HalalTrader_](https://x.com/_HalalTrader_/status/2051511106342973561) ✓  (4,819 followers · 👍39 🔁3 💬1)  
> $SNDK $MU SSD spot prices still ticking up while Samsung just hiked contract prices by 30%. This train isn’t stopping anytime soon inshaAllah. https://t.co/vRtMCOW6nb

**2.** 🟢 `bullish ` [@The_AI_Investor](https://x.com/The_AI_Investor/status/2051527477185720543) ✓  (76,733 followers · 👍25 🔁2 💬1)  
> $MU - Another key point is that current estimates are based on past DRAM prices. We all know prices are going up significantly; we just don’t 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.** 🟢 `bullish ` [@MarcosMillaYT](https://x.com/MarcosMillaYT/status/2051516295125049665) ✓  (5,308 followers · 👍19 🔁0 💬2)  
> $DRAM could be a $200 ETF…  The true bottleneck is in memory of AI…  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.** ⚪ `neutral ` [@StockBully69](https://x.com/StockBully69/status/2051496353877172562) ✓  (1,388 followers · 👍6 🔁0 💬4)  
> Bro is $MU really going to $600 ?

**5.** ⚪ `neutral ` [@cmsinvests](https://x.com/cmsinvests/status/2051513950848561201) ✓  (3,543 followers · 👍2 🔁0 💬1)  
> @BlackMambaMilli not $mu look at fpe

**6.** 🟢 `bullish ` [@JoashReid1](https://x.com/JoashReid1/status/2051512977560305831)    (1,804 followers · 👍2 🔁0 💬1)  
> @_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.** ⚪ `neutral ` [@PythiaR](https://x.com/PythiaR/status/2051509003839242635) ✓  (69,228 followers · 👍4 🔁0 💬0)  
> @ContrarianCurse Long $DRAM hedge out the $MU kinda interesting tbh

**8.** 🔴 `bearish ` [@TheReal_BCM](https://x.com/TheReal_BCM/status/2051503658177609962) ✓  (2,793 followers · 👍1 🔁0 💬1)  
> @BlackMambaMilli I’m impressed!   Biggest mistake I ever made was selling my 100 shares of $MU at $116

**9.** ⚪ `neutral ` [@BigMouthBarkley](https://x.com/BigMouthBarkley/status/2051503612728107187)    (747 followers · 👍1 🔁0 💬1)  
> @HeidingOut I have to look up $MUU oh it’s double $MU very nice 😊

**10.** 🟢 `bullish ` [@anni_sen](https://x.com/anni_sen/status/2051529191443898695) ✓  (7,242 followers · 👍3 🔁0 💬0)  
> $MU Micron - Gerstner reiterating what CEO, Sanjay Mehrotra mentioned, memory scales with AI compute overcoming boom and bust cycles of memory past.

**11.** 🟢 `bullish ` [@eightcap_global](https://x.com/eightcap_global/status/2051504899834392919) ✓  (6,595 followers · 👍1 🔁1 💬0)  
> Top movers split across tech 📊  $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 👀 https://t.co/pQUPAxzWLy

**12.** 🟢 `bullish ` [@PSInvestor](https://x.com/PSInvestor/status/2051503837614371095) ✓  (2,424 followers · 👍2 🔁0 💬0)  
> @SmallCapSnipa $META is giving me the feels like $MU's run is about to happen.

**13.** 🟢 `bullish ` [@DebneelM](https://x.com/DebneelM/status/2051497116594536498)    (544 followers · 👍2 🔁0 💬0)  
> 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.** 🟢 `bullish ` [@noisetoalpha](https://x.com/noisetoalpha/status/2051537582027071672) ✓  (957 followers · 👍1 🔁0 💬0)  
> 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.** ⚪ `neutral ` [@Vol888](https://x.com/Vol888/status/2051533816700039546) ✓  (16,278 followers · 👍1 🔁0 💬0)  
> @EricY44592 $MU gap levels mapped 👇🏻 Using my gap model (available for X subscribers). https://t.co/EJs29lNX0N

**16.** ⚪ `neutral ` [@R_and_Invest](https://x.com/R_and_Invest/status/2051533280739238196) ✓  (3,150 followers · 👍1 🔁0 💬0)  
> lol the best ones are $MU $RDDT

**17.** 🟢 `bullish ` [@DylanMcMahon](https://x.com/DylanMcMahon/status/2051524063093305623) ✓  (124,128 followers · 👍1 🔁0 💬0)  
> I'm looking at this new etf called $DRAM. It's a memory etf that holds $MU Micron. Going to buy it.

**18.** 🟢 `bullish ` [@golfer319](https://x.com/golfer319/status/2051500037255856218)    (7,329 followers · 👍1 🔁0 💬0)  
> @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.** 🔴 `bearish ` [@SkyNetCFO](https://x.com/SkyNetCFO/status/2051537074059448400)    (42,586 followers · 👍0 🔁0 💬0)  
> @cryptorover He knows that $SNDK $MU $SPY are due for a pull back

**20.** ⚪ `neutral ` [@JoeTrader01](https://x.com/JoeTrader01/status/2051534258494189680) ✓  (1,298 followers · 👍0 🔁0 💬0)  
> @BassamMelh @stockmindsweb So your take is that $MU is not a good long term investment?


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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) ✓  (41,837 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) ✓  (53,992 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) ✓  (43,194 followers · 👍14 🔁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) ✓  (53,992 followers · 👍15 🔁3 💬0)  
> $FTI still coiling…double inside day! https://t.co/bbuxDJwy2P

**5.** ⚪ `neutral ` [@BullsvsBearMan](https://x.com/BullsvsBearMan/status/2049223455627678012) ✓  (1,749 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) ✓  (3,412 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) ✓  (3,412 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) ✓  (3,412 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) ✓  (3,412 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) ✓  (1,112 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) ✓  (9,884 followers · 👍4 🔁0 💬0)  
> @HarmlessYardDog It should be a good next several months for $FTI.

**14.** 🟢 `bullish ` [@SharestepAI](https://x.com/SharestepAI/status/2042006623250739358) ✓  (707 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) ✓  (1,334 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) ✓  (3,412 followers · 👍2 🔁0 💬0)  
> $FTI +32%  nice 😎

**17.** ⚪ `neutral ` [@cucan1510](https://x.com/cucan1510/status/2046443366515409397) ✓  (3,412 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) ✓  (17,277 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) ✓  (3,736 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) ✓  (20,457 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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## 🐦 $TSM — Social Pulse

**Sentiment:** 🔴🔴🔴🔴🔴 **Bearish** (score -0.33) · ⚠️ **low confidence** (3 directional posts)

**Distribution** (15 posts):  🟢 1 bullish · ⚪ 12 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered

**Influencer share:** 27% (accounts > 10K followers) · **Retail share:** 40% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** ⚪ `neutral ` [@StockSavvyShay](https://x.com/StockSavvyShay/status/2051504499525890222) ✓  (387,468 followers · 👍585 🔁73 💬32)  
> $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.** ⚪ `neutral ` [@aleabitoreddit](https://x.com/aleabitoreddit/status/2051472715165704657) ✓  (266,198 followers · 👍507 🔁25 💬57)  
> 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.  But…...

**3.** ⚪ `neutral ` [@negligible_cap](https://x.com/negligible_cap/status/2051494740844040568) ✓  (9,044 followers · 👍94 🔁7 💬5)  
> *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.** 🔴 `bearish ` [@ContrarianCurse](https://x.com/ContrarianCurse/status/2051499947137106102) ✓  (25,042 followers · 👍43 🔁1 💬6)  
> $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.** ⚪ `neutral ` [@AIStockSavvy](https://x.com/AIStockSavvy/status/2051495828666118199) ✓  (32,274 followers · 👍24 🔁10 💬1)  
> 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Apple Explores Intel and Samsung for Chip Production Diversification - Bloomberg - $AAPL $INTC $TSM   👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:  ➤  Apple holds early talks with 𝐈𝐧𝐭𝐞𝐥 for chip manufacturing services.  ➤  Exploring alternatives beyond key partner 𝐓𝐒𝐌𝐂.  ➤  Apple executives v...

**6.** ⚪ `neutral ` [@noisetoalpha](https://x.com/noisetoalpha/status/2051508851346673857) ✓  (957 followers · 👍3 🔁0 💬2)  
> 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.** ⚪ `neutral ` [@BeuvingJordy](https://x.com/BeuvingJordy/status/2051535293954609515) ✓  (7,519 followers · 👍4 🔁0 💬0)  
> ⚠️ The moment has arrived: $AAPL exploring both $INTC and Samsung for processors (as 2nd option $TSM)

**8.** 🔴 `bearish ` [@xm_build](https://x.com/xm_build/status/2051528516198703368) ✓  (4,165 followers · 👍1 🔁0 💬1)  
> @StockSavvyShay foundry optionality beyond $tsm always looked like a ticking timebomb

**9.** ⚪ `neutral ` [@AAGresearch](https://x.com/AAGresearch/status/2051510149966094523) ✓  (5,721 followers · 👍0 🔁0 💬1)  
> @ContrarianCurse I agree. But considering that $TSM almost has a monopoly, they can afford a few fuck ups

**10.** ⚪ `neutral ` [@zaynasourus](https://x.com/zaynasourus/status/2051497113763434698)    (1,017 followers · 👍0 🔁1 💬0)  
> 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.** ⚪ `neutral ` [@Tickerwire](https://x.com/Tickerwire/status/2051504941936914851)    (1,915 followers · 👍1 🔁0 💬0)  
> $INTC $AMD $TSM $MU $SNDK \| Apple is in early talks with Intel and Samsung to diversify chip production beyond TSMC.   With executives visiting Samsung’s new Texas plant, Apple aims to secure domestic 2nm capacity and reduce reliance on a single foundry. https://t.co/mQdoJ5wQCp

**12.** 🟢 `bullish ` [@vocean813](https://x.com/vocean813/status/2051475458982879489) ✓  (529 followers · 👍1 🔁0 💬0)  
> @Leo_Traydes $TSM is the quiet backbone behind the Mag7 trade everyone keeps chasing.

**13.** ⚪ `neutral ` [@BlackMambaMilli](https://x.com/BlackMambaMilli/status/2051509843228565893) ✓  (1,470 followers · 👍0 🔁0 💬0)  
> @Leo_Traydes Man I’d rather own all the mag 7 rather than $TSM   Spreading exposure is far less risky

**14.** ⚪ `neutral ` [@noisetoalpha](https://x.com/noisetoalpha/status/2051502140254810377) ✓  (957 followers · 👍0 🔁0 💬0)  
> $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.** ⚪ `neutral ` [@StockStormX](https://x.com/StockStormX/status/2051497795345846585) ✓  (4,825 followers · 👍0 🔁0 💬0)  
> @business $TSM keeps the leading edge. these talks happen every cycle