Generated: 2026-05-07 02:34
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +0.85) Β· β high confidence (13 directional posts)
Distribution (20 posts): π’ 12 bullish Β· βͺ 6 neutral Β· π΄ 1 bearish Β· ποΈ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) Β· Retail share: 26% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @WheelieInvestor β (14,939 followers Β· π58 π1 π¬6)
> How $MU shareholders be moving right now https://t.co/0e1g9znxVD
2. ποΈ spam @TradexWhisperer β (95,050 followers Β· π48 π1 π¬6)
> 90k followed. Not because I throw out dozens of names with half baked thesis. Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable names. Real thesis. No noise. The mission: turn followers into multi-bagger holders.
3. π’ bullish @StockOptionCole β (23,430 followers Β· π36 π0 π¬6)
> The biggest idiots are the ones shorting $SNDK $MU $AMD $NVDA $IREN $ORCL $CRWD right now Tag those clowns
4. π’ bullish @bdinvestingg β (13,915 followers Β· π26 π2 π¬2)
> My life after buying $AMD $MU $DRAM https://t.co/UcD9jW30Yz
5. π’ bullish @dannycheng2022 β (80,387 followers Β· π18 π0 π¬1)
> $MU (May 7, 2026-daily chart update) I've been charting $MU with my patreon community for over a year now, and Iβm still posting regular updates on X. I share free charts for two simple reasons: β’ Bullish names I want you to notice β’ Bearish names I want you to avoid (the op...
6. βͺ neutral @GrindeOptions β (49,320 followers Β· π13 π1 π¬1)
> The AI infrastructure plays over the last year: π 1. $MU - 728% π’ 2. $IREN - 838% π’ 3. $NBIS - 679% π’ 4. $DRAM - 75% π’ 5. $AMD - 327% π’ 6. $MWH - 37% π’ 7. $NOK - 162% π’ 8. $NVDA - 83% π’ 9. $SNDK - 4,100% π’ 10. $CIFR - 620% π’ 11. $COHR - 394% π’ 12. $SOXL - 1,200% π’ ...
7. π’ bullish @Tickertalk1 β (3,157 followers Β· π4 π1 π¬1)
> $MU closed at $666.59+26.35. That's four greens days in a row. No debt. Have more income than expenses. No car payments. Cars keep people broke. I have been able to buy this stock because Im using car money to buy $MU. Let's wake up when we want to with $MU. ( no 9-5 ) Long te...
8. βͺ neutral @MarketMaestro1 β (44,902 followers Β· π4 π0 π¬1)
> $MU agree π
9. π’ bullish @RyshabTalks β (2,104 followers Β· π1 π0 π¬2)
> A quick check on sectors off the march lows: Memory +132% $SNDK $MU Networking +119% $CRDO $ALAB Compute Infrastructure +104% $NBIS $IREN $CRWV My Portfolio: +79% Payments 44% $SEZL $DAVE Compute +38% $NVDA $AVGO Software +28% $RDDT $APP S&P 500 +16% Defense +7% $ONDS...
10. π’ bullish @joedab12 β (3,483 followers Β· π3 π0 π¬1)
> Well said brother-memory is a no brainer. I dont post much about $MU as I've been long since last spring but it's one of my larger holdings and more recently have added a TON of $DRAM to get skhynix and samsung exposure, even averaged way up today with another 1500 shares DRAM...
11. π΄ bearish @TheAroraReport β (108,233 followers Β· π2 π0 π¬1)
> Big demand for semiconductors now. Demand will taper off in 2028. Stock market often looks ahead. So somewhere down the road there will be a big opportunity to short sell semiconductors to profit from the drop in semiconductor stocks. $smh $soxl $mu $arm $nvda $intc $sndk
12. π’ bullish @futureman1977 (1,215 followers Β· π1 π0 π¬1)
> @bjmtweets that is a flawed line of logic. leaders of $MU who have seen 100s of cycles, would authorize capex of this magnitude unless fully confident in the demand outlook. You think Sanjay M, 20 years of managing memory demand, would build $25 billion of capacity into a supp...
13. π’ bullish @futureman1977 (1,215 followers Β· π1 π0 π¬1)
> @bjmtweets when see a company like, like $LLY or $MU, building new manufacturing facilities, those are powerful future growth signals. $MU is doubling its capacity with new foundries over the next five years. They are building the infra. to meet new memory paradigm.
14. π’ bullish @FrostyFinances β (884 followers Β· π4 π0 π¬0)
> All this $AMD, $SNDK, $MU, $GOOG and others just RIPPING these days but Iβm over here holding the granddaddy $NVDA. Waiting. Also, I canβt help but think $HOOD is going to benefit from the cyclical market boom. This is a good news story. Very bullish here.
15. βͺ neutral @segmentum1 β (2,191 followers Β· π0 π0 π¬1)
> (corrected) Closed some of my lower strike $MU puts for 90% premium and opened $LRCX Friday exp short puts to reduce concentration risk. In the words of our dear leader Barry Soetoro, "Gotta spread the wealth around". Hmm, maybe I'm not doing it like he intended lol
16. βͺ neutral @GoneFishingKeys (2,075 followers Β· π1 π1 π¬0)
> @RayCallaway10x I missed this beautiful earnings trade and sold my $MU at 8:30 am too early got 20 points missed 46 more
17. βͺ neutral @jacobiinvest β (827 followers Β· π0 π0 π¬1)
> @CantBreak100 So you would buy $MU
18. π’ bullish @joedab12 β (3,483 followers Β· π2 π0 π¬0)
> $MU $VICR $DRAM $AAOI $VIAV $VPG $OUST $LPTH I was a semi/ai bull well before this, but this moment in december 2025 made me get even more agressive and ignore all nonsense bear porn. That and my conversations with @Heatonsr187428 about token demand early on-When they pushed ...
19. π’ bullish @TheOptionsPlug β (12,992 followers Β· π2 π0 π¬0)
> Are you bearish on semiconductors?? Don't be ... YTD: $SNDK +482.4% $INTC +201.4% $MU +128.4% $ARM +115.8% $MRVL +99.5% $AMD +93.6% $ASML +43.2% $AVGO +21.8% $QCOM +13.6% $NVDA +9.9% https://t.co/Vufee40Agc
20. βͺ neutral @JerrysTrades β (788 followers Β· π2 π0 π¬0)
> $MU The number of the beast? https://t.co/KJFLorAqtr
Sentiment: π’π’π’π’π’ Bullish (score +0.71) Β· β high confidence (14 directional posts)
Distribution (20 posts): π’ 12 bullish Β· βͺ 5 neutral Β· π΄ 2 bearish Β· ποΈ 1 spam filtered
Influencer share: 47% (accounts > 10K followers) Β· Retail share: 11% (< 2K) Β· Rocket emoji rate: 5%
1. π’ bullish @MrMikeInvesting β (273,056 followers Β· π98 π14 π¬13)
> We are currently in a βonce in a lifetimeβ AI super cycleβ¦ Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $...
2. βͺ neutral @pdicarlotrader β (119,932 followers Β· π90 π1 π¬10)
> I thought $200 target in 12 months was a stretch $AMD π
3. ποΈ spam @TradingWarz β (169,615 followers Β· π44 π4 π¬21)
> Options on $AMD changed my life I sold over 100 puts in 12 months all expiring WORTHLESS and then in February I got ASSIGNED Shares at a discount in the 200s now 417 Those shares just hit 100% Return today! Selling PUTS on GREAT Companies is a HACK! You are getting paid to w...
4. π’ bullish @StockOptionCole β (23,430 followers Β· π36 π0 π¬6)
> The biggest idiots are the ones shorting $SNDK $MU $AMD $NVDA $IREN $ORCL $CRWD right now Tag those clowns
5. π’ bullish @bdinvestingg β (13,915 followers Β· π26 π2 π¬2)
> My life after buying $AMD $MU $DRAM https://t.co/UcD9jW30Yz
6. π’ bullish @CarsonTalkMoney β (3,635 followers Β· π6 π0 π¬2)
> The Carson Fund had a spectacular day! Carson Fund β¬οΈ 4.27% Nasdaq β¬οΈ 2.02% S&P β¬οΈ 1.46% Biggest winners - $AMD β¬οΈ 8.61% - $ASML β¬οΈ 7.06% - $GOOG β¬οΈ 2.83% - $GRAB β¬οΈ 2.45% Biggest losers - $ZETA β¬οΈ 3.47% - $NOW β¬οΈ 3.22% - $CELH β¬οΈ 2.15% - $ADBE β¬οΈ 2.13% How did you guys ...
7. π’ bullish @HyperTechInvest β (35,410 followers Β· π8 π1 π¬0)
> $AMD going from an 18% CPU growth projection to 35%+ is absolutely crazy https://t.co/sE4rfiWdmW
8. π’ bullish @MikeLongTerm β (23,884 followers Β· π3 π0 π¬1)
> BREAKING $AMD $36M Smart Money Purchaseπ 13F Filing- Hartland & Co ($45B AUM) bought 87,391 @AMD shares or 445.87% Increase! Total Holding: 106,991 shares! This Fund is up ~$25m on this purchase https://t.co/VQdKeWoZz8
9. π΄ bearish @TheAroraReport β (108,233 followers Β· π0 π0 π¬2)
> I agree with your premise. For timing, the plan is to depend on our algos. There will be near term opportunities to short semiconductors, but the big opportunity likely will be in 2027. $soxl $smh $amd $intc $mu $sndk
10. βͺ neutral @GoneFishingKeys (2,075 followers Β· π2 π1 π¬0)
> @RayCallaway10x I was feeding my grandson at 9:00 AM to 10:15 am. Later i found some setups on $MU $AMD $TSLA add $505 on TD $MU again! @RayCallaway10x https://t.co/5uAUujt3Xo
11. π΄ bearish @TheFinPitch β (2,139 followers Β· π1 π0 π¬1)
> @PSInvestor Cathie Wood taking profit on $AMD
12. π’ bullish @CarsonTalkMoney β (3,635 followers Β· π1 π0 π¬1)
> @InvestFreedom05 I ended the day up 4.27%! Huge shoutout to $AMD and $ASMl https://t.co/a2xfEfgyIc
13. π’ bullish @FrostyFinances β (884 followers Β· π4 π0 π¬0)
> All this $AMD, $SNDK, $MU, $GOOG and others just RIPPING these days but Iβm over here holding the granddaddy $NVDA. Waiting. Also, I canβt help but think $HOOD is going to benefit from the cyclical market boom. This is a good news story. Very bullish here.
14. π’ bullish @StockStormX β (4,833 followers Β· π3 π0 π¬0)
> @WhiteHouse semis did the heavy lifting today, $AMD +19% on earnings dragged $SOXX and $QQQ higher, oil tanking on Iran headlines helped too
15. π’ bullish @FIREDUpWealth β (51,512 followers Β· π0 π0 π¬1)
> @typicalkiwi $AMD is not undervalued for the growth. Itβs can go a lot higher though. I still have 500 house shares.
16. βͺ neutral @JP_Money_95630 β (9,387 followers Β· π0 π0 π¬1)
> @grok analyze this $NVDA TAPE from 5/6/2026. Then create a visual graphic detailing the outcome and daily thesis. Earnings is 5/20, FYI and $AMD just reported yesterday. https://t.co/YD5eMJRcM8
17. π’ bullish @middatyildiz β (1,233 followers Β· π1 π0 π¬0)
> @smartertrader $ARM $AMD accumulate on any weakness.
18. π’ bullish @TopStockAlerts1 β (125,693 followers Β· π1 π0 π¬0)
> $AMD not giving much back at all⦠strong behavior
19. βͺ neutral @StockStormX β (4,833 followers Β· π1 π0 π¬0)
> @StockSavvyShay Q1 was fine, the Q2 guide is what forced the repricing $AMD vs $NVDA gap closing on inference
20. βͺ neutral @StockStormX β (4,833 followers Β· π1 π0 π¬0)
> @WOLF_Financial $2B AGI CPU pipeline doubling in one quarter means $ARM is now competing with $AMD and $INTC instead of just licensing to them
Sentiment: π’π’π’π’π’ Bullish (score +0.78) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 9 neutral Β· π΄ 1 bearish Β· ποΈ 2 spam filtered
Influencer share: 28% (accounts > 10K followers) Β· Retail share: 39% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @Speculator_io β (121,575 followers Β· π1665 π236 π¬25)
> Nvidia literally told where to invest: IP: $ARM Fab: $TSM $INTC Memory: $MU $SNDK $WDC Packaging: $ASX $AMKR $CAMT Equipment: $KLAC $LRCX $ASML $KEYS Networking: $COHR $GLW $FN $LITE $APH Servers OEMs: $DELL $SMCI $JBL Power Systems: $FLEX $VRT $ETN Power Electronics: $STM $...
2. ποΈ spam @TradexWhisperer β (95,050 followers Β· π49 π1 π¬6)
> 90k followed. Not because I throw out dozens of names with half baked thesis. Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable names. Real thesis. No noise. The mission: turn followers into multi-bagger holders.
3. π’ bullish @longwashere β (10,006 followers Β· π8 π0 π¬2)
> God bless $tsm https://t.co/PcEFcRFRja
4. βͺ neutral @dnystedt β (47,493 followers Β· π6 π1 π¬1)
> 2/2 TSMC Arizona currently: Plan: 6 fabs; 2 advanced packaging plants; 1 R&D center. -Fab 1: In mass production Q4 2024 -Fab 2: 3nm mass production seen in 2nd half 2027 -Fab 3: Under construction -Fab 4 & Packaging 1: Applying for construction permits $TSM #Arizona #semicond...
5. ποΈ spam @KKhiaban β (560 followers Β· π3 π0 π¬2)
> $NVDA $AAPL $TSM $MU $AMZN $TSLA 6 FOR 6 Today. Most positions started Monday and closed most today, including last runner on $MU @ripster47 teaches to hold runners,https://t.co/r9zTZztCK7 that single runner grew my small account drastically! Come and learn from the best commu...
6. βͺ neutral @WaterworldCapi1 (5,019 followers Β· π4 π0 π¬1)
> @evrgn11112231 I own Hynix, $TSM, $MKSI, $IFX in semis. Nothing crazy multiple wise in here.
7. π’ bullish @cashflow_king94 β (16,575 followers Β· π4 π0 π¬1)
> $TSM is an absolute machine... Look at this chart, Up 6.36% today.. Every single moving average pointing up - Just relentlessly grinding higher. This is the company that makes most of the leading-edge chip on earth $TSM builds them - There is no plan B. Apple, Nvidia, B...
8. βͺ neutral @QualCompounders β (2,127 followers Β· π2 π0 π¬1)
> I hear you man but $AMD has consistently been conservative. What you have to realize is $TSM has limited space in their FABS everybody has their allocation. They could not produce enough to meangfully displace $AMD. And new capacity take along time to come online. Also, it is ...
9. βͺ neutral @SevenParr β (9,713 followers Β· π4 π0 π¬0)
> Iβm not over hyping Goodnight See ya tomorrow $AAPL $UNP $TSM $ANET $KKR $SPY $QQQ $PLTR $SHOP $NOK $TSLA $MAR $IREN $APLD $AMZN $WOLF $BABA $GME $DSGN $XLV $EWZ $CPNG $OWL $EWC $TPG $IVZ $HLT $LVS $XLI $IONQ $XLE $COP $CLSK $RIOT $PAYC $GME
10. π’ bullish @LukeSimpleDiv β (570 followers Β· π1 π0 π¬1)
> @C_Reilly5 For me good ones are $GOOG $ASML and $TSM
11. βͺ neutral @DrocDolf (1,060 followers Β· π0 π0 π¬1)
> @MuppetTrading $TSM, when it's cheap.
12. βͺ neutral @byul_finance β (1,587 followers Β· π0 π1 π¬0)
> $MRVL $TSM TSMC's Emerging Fund LP sells $10 million of Marvell Technology shares at $161.50 per share
13. π’ bullish @TradexWhisperer β (95,051 followers Β· π1 π0 π¬0)
> @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.
14. π’ bullish @C_Reilly5 β (3,592 followers Β· π1 π0 π¬0)
> @LukeSimpleDiv Love $TSM
15. π΄ bearish @R_and_Invest β (3,175 followers Β· π1 π0 π¬0)
> $ARM is dropping because $MU doesnt have enough DRAM and $TSM doesnt have enough capacity.
16. π’ bullish @ReardonTrades β (769 followers Β· π1 π0 π¬0)
> $TSM squeezing out additional upside before pulling the remaining shares. Final limit order before the move to 100% cash may trigger before the weekend. ~12% of the portfolio remains exposed at this time. $SPY \| $QQQ \| $SMH https://t.co/vnfS9Ef5BE
17. βͺ neutral @StockStormX β (4,833 followers Β· π0 π0 π¬0)
> @itsbullionaire_ $SMH is basically $NVDA and $TSM in a trench coat at 27% combined weight know what you actually own
18. π’ bullish @byul_finance β (1,587 followers Β· π0 π0 π¬0)
> $TSM Taiwan shares rise over 2%
19. βͺ neutral @13F_Pro β (555 followers Β· π0 π0 π¬0)
> @FirstSquawk TSMC's been offloading positions through fund vehicles for years. If Unit EM is finally closing a $5M winner, the real question isn't the profitβit's what took so long and why sell now instead of riding semicap strength into the tariff cycle. $TSM
20. π’ bullish @SentinelFlash β (1,610 followers Β· π0 π0 π¬0)
> Taiwan Semiconductor Manufacturing Company Limited $TSM has evolved from a traditional fabrication partner into the indispensable gatekeeper of the global artificial intelligence megatrend. By bundling cutting-edge wafer manufacturing with advanced packaging capabilities, the ...