# 🐦 Social Pulse Appendix — 2026-05-07

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 +0.85) · ✅ **high confidence** (13 directional posts)

**Distribution** (20 posts):  🟢 12 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered

**Influencer share:** 42% (accounts > 10K followers) · **Retail share:** 26% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** 🟢 `bullish ` [@WheelieInvestor](https://x.com/WheelieInvestor/status/2052193813188456807) ✓  (14,939 followers · 👍58 🔁1 💬6)  
> How $MU shareholders be moving right now https://t.co/0e1g9znxVD

**2.** 🗑️ `spam    ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2052209377298538685) ✓  (95,050 followers · 👍48 🔁1 💬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.** 🟢 `bullish ` [@StockOptionCole](https://x.com/StockOptionCole/status/2052198087515603276) ✓  (23,430 followers · 👍36 🔁0 💬6)  
> The biggest idiots are the ones shorting $SNDK $MU $AMD $NVDA $IREN $ORCL $CRWD right now  Tag those clowns

**4.** 🟢 `bullish ` [@bdinvestingg](https://x.com/bdinvestingg/status/2052202159337341324) ✓  (13,915 followers · 👍26 🔁2 💬2)  
> My life after buying $AMD $MU $DRAM  https://t.co/UcD9jW30Yz

**5.** 🟢 `bullish ` [@dannycheng2022](https://x.com/dannycheng2022/status/2052212146407428350) ✓  (80,387 followers · 👍18 🔁0 💬1)  
> $MU (May 7, 2026-daily chart update)  I've been charting $MU with my patreon community for over a year now, and I’m still posting regular updates on X.  I share free charts for two simple reasons: • Bullish names I want you to notice • Bearish names I want you to avoid (the op...

**6.** ⚪ `neutral ` [@GrindeOptions](https://x.com/GrindeOptions/status/2052201584847987040) ✓  (49,320 followers · 👍13 🔁1 💬1)  
> The AI infrastructure plays over the last year: 👇  1. $MU - 728% 🟢  2. $IREN - 838% 🟢  3. $NBIS - 679% 🟢  4. $DRAM - 75% 🟢  5. $AMD - 327% 🟢  6. $MWH - 37% 🟢  7. $NOK - 162% 🟢  8. $NVDA - 83% 🟢  9. $SNDK - 4,100% 🟢  10. $CIFR - 620% 🟢  11. $COHR - 394% 🟢  12. $SOXL - 1,200% 🟢 ...

**7.** 🟢 `bullish ` [@Tickertalk1](https://x.com/Tickertalk1/status/2052196388558274671) ✓  (3,157 followers · 👍4 🔁1 💬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.** ⚪ `neutral ` [@MarketMaestro1](https://x.com/MarketMaestro1/status/2052211118039236900) ✓  (44,902 followers · 👍4 🔁0 💬1)  
> $MU agree 👇

**9.** 🟢 `bullish ` [@RyshabTalks](https://x.com/RyshabTalks/status/2052208307205541991) ✓  (2,104 followers · 👍1 🔁0 💬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.** 🟢 `bullish ` [@joedab12](https://x.com/joedab12/status/2052211151598236035) ✓  (3,483 followers · 👍3 🔁0 💬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.** 🔴 `bearish ` [@TheAroraReport](https://x.com/TheAroraReport/status/2052201452894835038) ✓  (108,233 followers · 👍2 🔁0 💬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.** 🟢 `bullish ` [@futureman1977](https://x.com/futureman1977/status/2052206421261914581)    (1,215 followers · 👍1 🔁0 💬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.** 🟢 `bullish ` [@futureman1977](https://x.com/futureman1977/status/2052203125272965492)    (1,215 followers · 👍1 🔁0 💬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.** 🟢 `bullish ` [@FrostyFinances](https://x.com/FrostyFinances/status/2052195872507662632) ✓  (884 followers · 👍4 🔁0 💬0)  
> All this $AMD, $SNDK, $MU, $GOOG and others just RIPPING these days but I’m over here holding the granddaddy $NVDA. Waiting.  Also, I can’t help but think $HOOD is going to benefit from the cyclical market boom.  This is a good news story.  Very bullish here.

**15.** ⚪ `neutral ` [@segmentum1](https://x.com/segmentum1/status/2052209893575209402) ✓  (2,191 followers · 👍0 🔁0 💬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.** ⚪ `neutral ` [@GoneFishingKeys](https://x.com/GoneFishingKeys/status/2052197528020398459)    (2,075 followers · 👍1 🔁1 💬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.** ⚪ `neutral ` [@jacobiinvest](https://x.com/jacobiinvest/status/2052192998453137438) ✓  (827 followers · 👍0 🔁0 💬1)  
> @CantBreak100 So you would buy $MU

**18.** 🟢 `bullish ` [@joedab12](https://x.com/joedab12/status/2052212722721595675) ✓  (3,483 followers · 👍2 🔁0 💬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.** 🟢 `bullish ` [@TheOptionsPlug](https://x.com/TheOptionsPlug/status/2052197221412524271) ✓  (12,992 followers · 👍2 🔁0 💬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.** ⚪ `neutral ` [@JerrysTrades](https://x.com/JerrysTrades/status/2052193424384659860) ✓  (788 followers · 👍2 🔁0 💬0)  
> $MU The number of the beast? https://t.co/KJFLorAqtr


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## 🐦 $AMD — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.71) · ✅ **high confidence** (14 directional posts)

**Distribution** (20 posts):  🟢 12 bullish · ⚪ 5 neutral · 🔴 2 bearish · 🗑️ 1 spam filtered

**Influencer share:** 47% (accounts > 10K followers) · **Retail share:** 11% (< 2K) · **Rocket emoji rate:** 5%

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

**1.** 🟢 `bullish ` [@MrMikeInvesting](https://x.com/MrMikeInvesting/status/2052212637648171319) ✓  (273,056 followers · 👍98 🔁14 💬13)  
> We are currently in a “once in a lifetime” AI super cycle…  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.** ⚪ `neutral ` [@pdicarlotrader](https://x.com/pdicarlotrader/status/2052198988758008316) ✓  (119,932 followers · 👍90 🔁1 💬10)  
> I thought $200 target in 12 months was a stretch $AMD 😅

**3.** 🗑️ `spam    ` [@TradingWarz](https://x.com/TradingWarz/status/2052201248091193828) ✓  (169,615 followers · 👍44 🔁4 💬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.** 🟢 `bullish ` [@StockOptionCole](https://x.com/StockOptionCole/status/2052198087515603276) ✓  (23,430 followers · 👍36 🔁0 💬6)  
> The biggest idiots are the ones shorting $SNDK $MU $AMD $NVDA $IREN $ORCL $CRWD right now  Tag those clowns

**5.** 🟢 `bullish ` [@bdinvestingg](https://x.com/bdinvestingg/status/2052202159337341324) ✓  (13,915 followers · 👍26 🔁2 💬2)  
> My life after buying $AMD $MU $DRAM  https://t.co/UcD9jW30Yz

**6.** 🟢 `bullish ` [@CarsonTalkMoney](https://x.com/CarsonTalkMoney/status/2052201237261762743) ✓  (3,635 followers · 👍6 🔁0 💬2)  
> The Carson Fund had a spectacular day!   Carson Fund ⬆️ 4.27%  Nasdaq ⬆️ 2.02% S&P ⬆️ 1.46%  Biggest winners - $AMD ⬆️ 8.61% - $ASML ⬆️ 7.06% - $GOOG ⬆️ 2.83% - $GRAB ⬆️ 2.45%  Biggest losers - $ZETA ⬇️ 3.47% - $NOW ⬇️ 3.22% - $CELH ⬇️ 2.15% - $ADBE ⬇️ 2.13%  How did you guys ...

**7.** 🟢 `bullish ` [@HyperTechInvest](https://x.com/HyperTechInvest/status/2052213376437125351) ✓  (35,410 followers · 👍8 🔁1 💬0)  
> $AMD going from an 18% CPU growth projection to 35%+ is absolutely crazy https://t.co/sE4rfiWdmW

**8.** 🟢 `bullish ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2052213402076873041) ✓  (23,884 followers · 👍3 🔁0 💬1)  
> BREAKING $AMD $36M Smart Money Purchase🚀  13F Filing- Hartland &amp; 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.** 🔴 `bearish ` [@TheAroraReport](https://x.com/TheAroraReport/status/2052209366242091044) ✓  (108,233 followers · 👍0 🔁0 💬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.** ⚪ `neutral ` [@GoneFishingKeys](https://x.com/GoneFishingKeys/status/2052202449134383600)    (2,075 followers · 👍2 🔁1 💬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.** 🔴 `bearish ` [@TheFinPitch](https://x.com/TheFinPitch/status/2052200304301494517) ✓  (2,139 followers · 👍1 🔁0 💬1)  
> @PSInvestor Cathie Wood taking profit on $AMD

**12.** 🟢 `bullish ` [@CarsonTalkMoney](https://x.com/CarsonTalkMoney/status/2052197297841205496) ✓  (3,635 followers · 👍1 🔁0 💬1)  
> @InvestFreedom05 I ended the day up 4.27%!  Huge shoutout to $AMD and $ASMl https://t.co/a2xfEfgyIc

**13.** 🟢 `bullish ` [@FrostyFinances](https://x.com/FrostyFinances/status/2052195872507662632) ✓  (884 followers · 👍4 🔁0 💬0)  
> All this $AMD, $SNDK, $MU, $GOOG and others just RIPPING these days but I’m over here holding the granddaddy $NVDA. Waiting.  Also, I can’t help but think $HOOD is going to benefit from the cyclical market boom.  This is a good news story.  Very bullish here.

**14.** 🟢 `bullish ` [@StockStormX](https://x.com/StockStormX/status/2052201756558283235) ✓  (4,833 followers · 👍3 🔁0 💬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.** 🟢 `bullish ` [@FIREDUpWealth](https://x.com/FIREDUpWealth/status/2052198198865740109) ✓  (51,512 followers · 👍0 🔁0 💬1)  
> @typicalkiwi $AMD is not undervalued for the growth. It’s can go a lot higher though. I still have 500 house shares.

**16.** ⚪ `neutral ` [@JP_Money_95630](https://x.com/JP_Money_95630/status/2052197912558584062) ✓  (9,387 followers · 👍0 🔁0 💬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.** 🟢 `bullish ` [@middatyildiz](https://x.com/middatyildiz/status/2052213350457610250) ✓  (1,233 followers · 👍1 🔁0 💬0)  
> @smartertrader $ARM $AMD accumulate on any weakness.

**18.** 🟢 `bullish ` [@TopStockAlerts1](https://x.com/TopStockAlerts1/status/2052209681494335543) ✓  (125,693 followers · 👍1 🔁0 💬0)  
> $AMD  not giving much back at all… strong behavior

**19.** ⚪ `neutral ` [@StockStormX](https://x.com/StockStormX/status/2052207268339347810) ✓  (4,833 followers · 👍1 🔁0 💬0)  
> @StockSavvyShay Q1 was fine, the Q2 guide is what forced the repricing $AMD vs $NVDA gap closing on inference

**20.** ⚪ `neutral ` [@StockStormX](https://x.com/StockStormX/status/2052206573901038041) ✓  (4,833 followers · 👍1 🔁0 💬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


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## 🐦 $TSM — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.78) · 🟡 **medium confidence** (9 directional posts)

**Distribution** (20 posts):  🟢 8 bullish · ⚪ 9 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered

**Influencer share:** 28% (accounts > 10K followers) · **Retail share:** 39% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** ⚪ `neutral ` [@Speculator_io](https://x.com/Speculator_io/status/2052160643009019912) ✓  (121,575 followers · 👍1665 🔁236 💬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.** 🗑️ `spam    ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2052209377298538685) ✓  (95,050 followers · 👍49 🔁1 💬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.** 🟢 `bullish ` [@longwashere](https://x.com/longwashere/status/2052140671084245107) ✓  (10,006 followers · 👍8 🔁0 💬2)  
> God bless $tsm https://t.co/PcEFcRFRja

**4.** ⚪ `neutral ` [@dnystedt](https://x.com/dnystedt/status/2052175340739686733) ✓  (47,493 followers · 👍6 🔁1 💬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.** 🗑️ `spam    ` [@KKhiaban](https://x.com/KKhiaban/status/2052202720044740918) ✓  (560 followers · 👍3 🔁0 💬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.** ⚪ `neutral ` [@WaterworldCapi1](https://x.com/WaterworldCapi1/status/2052204242362908853)    (5,019 followers · 👍4 🔁0 💬1)  
> @evrgn11112231 I own Hynix, $TSM, $MKSI, $IFX in semis. Nothing crazy multiple wise in here.

**7.** 🟢 `bullish ` [@cashflow_king94](https://x.com/cashflow_king94/status/2052143772792758386) ✓  (16,575 followers · 👍4 🔁0 💬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.** ⚪ `neutral ` [@QualCompounders](https://x.com/QualCompounders/status/2052166005737034194) ✓  (2,127 followers · 👍2 🔁0 💬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.** ⚪ `neutral ` [@SevenParr](https://x.com/SevenParr/status/2052211148439601317) ✓  (9,713 followers · 👍4 🔁0 💬0)  
> I’m 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.** 🟢 `bullish ` [@LukeSimpleDiv](https://x.com/LukeSimpleDiv/status/2052179665587142659) ✓  (570 followers · 👍1 🔁0 💬1)  
> @C_Reilly5 For me good ones are $GOOG $ASML and $TSM

**11.** ⚪ `neutral ` [@DrocDolf](https://x.com/DrocDolf/status/2052145171760894066)    (1,060 followers · 👍0 🔁0 💬1)  
> @MuppetTrading $TSM, when it's cheap.

**12.** ⚪ `neutral ` [@byul_finance](https://x.com/byul_finance/status/2052184443293761618) ✓  (1,587 followers · 👍0 🔁1 💬0)  
> $MRVL $TSM  TSMC's Emerging Fund LP sells $10 million of Marvell Technology shares at $161.50 per share

**13.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2052191063805427794) ✓  (95,051 followers · 👍1 🔁0 💬0)  
> @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.

**14.** 🟢 `bullish ` [@C_Reilly5](https://x.com/C_Reilly5/status/2052179801910149173) ✓  (3,592 followers · 👍1 🔁0 💬0)  
> @LukeSimpleDiv Love $TSM

**15.** 🔴 `bearish ` [@R_and_Invest](https://x.com/R_and_Invest/status/2052154821738893370) ✓  (3,175 followers · 👍1 🔁0 💬0)  
> $ARM is dropping because $MU doesnt have enough DRAM and $TSM doesnt have enough capacity.

**16.** 🟢 `bullish ` [@ReardonTrades](https://x.com/ReardonTrades/status/2052137789181849730) ✓  (769 followers · 👍1 🔁0 💬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.** ⚪ `neutral ` [@StockStormX](https://x.com/StockStormX/status/2052212762961489969) ✓  (4,833 followers · 👍0 🔁0 💬0)  
> @itsbullionaire_ $SMH is basically $NVDA and $TSM in a trench coat at 27% combined weight know what you actually own

**18.** 🟢 `bullish ` [@byul_finance](https://x.com/byul_finance/status/2052191970433568997) ✓  (1,587 followers · 👍0 🔁0 💬0)  
> $TSM  Taiwan shares rise over 2%

**19.** ⚪ `neutral ` [@13F_Pro](https://x.com/13F_Pro/status/2052185825564070236) ✓  (555 followers · 👍0 🔁0 💬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 profit—it's what took so long and why sell now instead of riding semicap strength into the tariff cycle. $TSM

**20.** 🟢 `bullish ` [@SentinelFlash](https://x.com/SentinelFlash/status/2052172128284254720) ✓  (1,610 followers · 👍0 🔁0 💬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 ...