Generated: 2026-05-08 12:10
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (6 directional posts)
Distribution (13 posts): 🟢 6 bullish · ⚪ 6 neutral · 🔴 0 bearish · 🗑️ 1 spam filtered
Influencer share: 25% (accounts > 10K followers) · Retail share: 33% (< 2K) · Rocket emoji rate: 8%
1. 🟢 bullish @asklivermore ✓ (40,235 followers · 👍29 🔁2 💬7)
> I don't see any top yet in the markets. This looks like just a breather before more up. $MU, $SNDK, $INTC, $AXTI https://t.co/JTegQAkYeJ
2. ⚪ neutral @HyperTechInvest ✓ (35,451 followers · 👍22 🔁1 💬0)
> Absolutely impossible. I was clearly told a couple of months ago that DRAM had topped and $MU was going to $100
3. 🟢 bullish @BottleneckFindr ✓ (1,811 followers · 👍7 🔁0 💬0)
> Imo this is a very bullish signal for $TOWA Corp / $TOWCF / $6315.T ! TOWA’s compression tech is the global standard for HBM stacking and a monopoly. If $MU, $SSNLF, and Hynix expand, they must buy TOWA. SK Hynix ( $000660.KS ) capacity is at zero. New lines funded by Big ...
4. ⚪ neutral @TheBigBerbowski ✓ (2,609 followers · 👍3 🔁0 💬1)
> Excellent results, but not so excellent guidance all due to memory. $NTDOY $MU $SNDK https://t.co/Y13LDAM0hO
5. ⚪ neutral @mannuelcrypto ✓ (29,512 followers · 👍1 🔁0 💬1)
> totally get the worry markets love climbing then slapping back like $MU yesterday. Pullbacks are normal, especially after hot runs. Don’t chase the hype right now. Stick to solid companies with real earnings and a bit of safety. Keep some cash ready and buy quality on weakne...
6. 🗑️ spam @GoonKingCap ✓ (10,079 followers · 👍1 🔁0 💬1)
> You guys just need to get better gym trainers My personal trainer told me about $MU at 200 bucks
7. 🟢 bullish @otigart ✓ (5,959 followers · 👍4 🔁0 💬0)
> 8 mags kicking and $MU recovering from yesterday war bingo sales https://t.co/hMIv43r7MG
8. 🟢 bullish @Tickertalk1 ✓ (3,168 followers · 👍2 🔁0 💬0)
> If I have to eat beans and rice to save another $650, I will do it. Suffer now and later will be the reward . $MU - we must find a way and think outside the box. Saving money is making money when investing in AI and $MU. Come on man, see everybody at $1000!
9. 🟢 bullish @Tickertalk1 ✓ (3,168 followers · 👍1 🔁0 💬0)
> @itsmichaelluu Memory is the key. $MU has a chance to hit $1000. Factories are being built all around the world, and this is the future with more demand than supply at the moment. Prices might increase as well. As a result, more net profit. Come on, let’s start building in sil...
10. 🟢 bullish @BlackMambaMilli ✓ (1,600 followers · 👍0 🔁0 💬0)
> @cmsinvests Man I think $MU to $2,000 👀
11. ⚪ neutral @noisetoalpha ✓ (993 followers · 👍0 🔁0 💬0)
> I think the current $MU debate is more nuanced. Yes, memory is cyclical. DRAM and NAND have always had boom-bust dynamics because supply eventually catches up and pricing rolls over. Ignoring that history is dangerous. But the question today is whether AI memory demand is ...
12. ⚪ neutral @Ramen_HL ✓ (4,196 followers · 👍0 🔁0 💬0)
> I’ll push back on point #2 pretty strongly. Vlad is right about cyclicality and the “this time is different” argument with AI isn’t enough to bet on But HMB is not a commodity and it does have a moat Commodity framing for $MU is half right, and the half he’s missing is the ...
13. ⚪ neutral @StarshipTrade (985 followers · 👍0 🔁0 💬0)
> SPY A Grade: $INTC, $ADI, $MU, $LRCX, $AMD, $AMAT, $NVDA, $STX, $HPE, $WDC, $SNDK, $DELL, $GOOGL, $GOOG, $GNRC, $VRT, $EME, $FIX, $PWR, $KEYS, $Q, $JBL, $CIEN, $CAT, $CMI, $STLD, $NUE, $ALB, $TRGP, $MPC via @Deepvue
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.56) · 🟡 medium confidence (9 directional posts)
Distribution (13 posts): 🟢 7 bullish · ⚪ 4 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered
Influencer share: 23% (accounts > 10K followers) · Retail share: 62% (< 2K) · Rocket emoji rate: 8%
1. 🟢 bullish @TheRonnieVShow ✓ (58,093 followers · 👍44 🔁2 💬16)
> Not 150% like last time but we take 85%. $CRDO - See you next time ✌🏻 https://t.co/HrPjsI4YNj
2. ⚪ neutral @CaseyVSilver ✓ (1,164 followers · 👍27 🔁2 💬4)
> Barbell strategy season is here — balance growth AND defense before volatility hits 🔥 Geopolitical risk + macro uncertainty = you want exposure on both ends. Growth side: $CRDO and $ICHR for semiconductor leverage. Defense side: $NEM for gold exposure and $PSTL for steady yie...
3. 🟢 bullish @KairosPraxis (4,472 followers · 👍15 🔁4 💬1)
> Lumentum $LITE earnings call was basically a pitch for every other optics stock. For example, I'm super positive on $CRDO and its new zeroflap transceiver line. While CPO and OCS are cool, the biggest driver of Lumentum's growth this quarter was the (vertically integrated) t...
4. 🟢 bullish @EmmanuelInvest ✓ (1,625 followers · 👍4 🔁2 💬0)
> 📈 Semis ripping (1M performance) • $INTC Intel +107% • $CRDO Credo Technology +92% • $ALAB Astera Labs +91% • $AMD AMD +72% • $ON ON Semiconductor +66% • $MRVL Marvell +55% • $NXPI NXP Semiconductors +51% • $MU Micron +47% • $TXN Texas Instruments +43% • $QCOM Qualcomm +39% •...
5. 🟢 bullish @stockedgeN ✓ (1,113 followers · 👍3 🔁0 💬1)
> $AAOI results & guidance will make you realize how special $CRDO $ALAB are, $CLS not too far behind. Companies that set the bar high and knock it out of the park.
6. ⚪ neutral @fundmyfund ✓ (11,198 followers · 👍1 🔁0 💬1)
> @Golan_Lewkowicz yea that is what I mean, out in the real world. You'd think a photonics or $CRDO would buy them tomm if it does
7. 🟢 bullish @stockedgeN ✓ (1,113 followers · 👍4 🔁0 💬0)
> Hard to believe but we will see ATHs on these two names this year …. They never ran as hard as their counterparts in optics … yet have posted insane results all year long. $CRDO $ALAB 🚀
8. ⚪ neutral @spluscollective ✓ (11,555 followers · 👍2 🔁0 💬0)
> @VenkatP1359 $FN, $CRDO, $CAT, $MOD are some other names.
9. ⚪ neutral @MinervaCap ✓ (2,976 followers · 👍1 🔁0 💬0)
> Here's some more info on upcoming $IWM rebalance and implications for top holdings like $BE $CRDO $STRL $FN etc. I'm not an expert on this topic, DYOR. https://t.co/PChuP3vsnx
10. 🟢 bullish @JMannisi ✓ (1,983 followers · 👍1 🔁0 💬0)
> @Alice_MiaX My picks in Tech today $AVGO cup and handle buy $CRDO same formation-buy
11. 🟢 bullish @TEEELAZER (1,106 followers · 👍0 🔁0 💬0)
> $CRDO $188.29 2–1–2 ⬆️ green Week continuation https://t.co/hXsv4S4sQi
12. 🔴 bearish @AlphaScout360 (1,875 followers · 👍0 🔁0 💬0)
> $CRDO - I am reloading lower. Prints a bearish flag https://t.co/BYRe54U5vB
13. 🔴 bearish @_TP888 ✓ (1,378 followers · 👍0 🔁0 💬0)
> $CRDO \| $165.00 \| Put \| Premium: $258K All-in at the ask - highest conviction put flow. Maximum conviction. https://t.co/WzPOKWagBq
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 11 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 35% (accounts > 10K followers) · Retail share: 40% (< 2K) · Rocket emoji rate: 15%
1. 🟢 bullish @MarcosMillaYT ✓ (6,277 followers · 👍55 🔁8 💬4)
> This Wall Street CEO owns $12.5 million in AMD $AMD… $10.7 million in NVIDIA $NVDA $6.9 million in TSM $TSM $6.5 million in Micron $MU We need more semiconductors in the future… the rally isn’t over… https://t.co/nICbhSsnbl
2. 🟢 bullish @dannycheng2022 ✓ (80,491 followers · 👍29 🔁1 💬4)
> $TSM (May 8, 2026-monthly chart update) Fast forward 2 years to 2026 — I’m still holding $TSM from my initial position at $111–$112. I know not many people are still not interested in it, but $TSM has been a sure winner in the semiconductor space over the past two years. An...
3. 🟢 bullish @ftr_investors ✓ (41,711 followers · 👍18 🔁3 💬0)
> $TSM TSMC reported April revenue of $12.6B, up +17.5% YoY 📈🔥 Revenue for the first four months of 2026 is now up around +30%, driven by massive AI chip demand 🚀 https://t.co/gYUWF8aJ2E
4. ⚪ neutral @dnystedt ✓ (47,526 followers · 👍6 🔁1 💬1)
> 2/3 TSMC’s January through April revenue rose 29.9% year-on-year to NT$1.54 trillion. $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
5. ⚪ neutral @Trade_The_News ✓ (33,680 followers · 👍4 🔁2 💬0)
> $TSM Reports Apr (NT$) Rev 410.7B, -1.1% m/m and +17.5% v +45.2% y/y prior ; YTD Rev 1.54T +29.9% y/y v +35% prior (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) (More at https://t.co/QNCkqBsU75)
6. 🟢 bullish @treasureh8nter ✓ (2,138 followers · 👍3 🔁1 💬0)
> I said it before…. And I’ll say it again…. $TSM is still EXTREMELY undervalued……. 🇹🇼💪 $13.08 Billion revenue in April alone….. 😎
7. ⚪ neutral @labeltrader1122 ✓ (6,179 followers · 👍2 🔁0 💬1)
> $tsm oh my https://t.co/RfHcoZNAul
8. ⚪ neutral @0xtechquity ✓ (1,497 followers · 👍2 🔁0 💬0)
> TSMC $TSM April Revenue: 410.73 billion TWD ($13.1 billion) 🇹🇼 https://t.co/ZtV1fUr2d5
9. ⚪ neutral @allday_stocks ✓ (4,011 followers · 👍1 🔁0 💬0)
> $SONY and $TSM Sign MOU for Next-Gen Image Sensor JV in Japan • Sony and TSMC signed a non-binding MOU to form a joint venture for next-generation image sensors in Kumamoto, Japan • Sony will hold the majority stake, combining its sensor design capabilities with TSMC’s semico...
10. ⚪ neutral @byul_finance ✓ (1,602 followers · 👍1 🔁0 💬0)
> $SONY $TSM Sony and TSMC sign MOU to form image sensor joint venture for physical AI in Japan
11. 🟢 bullish @EmmanuelInvest ✓ (1,625 followers · 👍1 🔁0 💬0)
> 🚨 Sony (6758.T) & TSMC $TSM Partnership: Physical AI Chips JV in Kumamoto Sony + TSMC team up on next-gen semiconductors… Physical AI / robotics / edge computing is the big strategic bet 👀 ________________________________________ 📊 KEY DETAILS (Breaking Announcement) ...
12. ⚪ neutral @TacticzH ✓ (36,799 followers · 👍1 🔁0 💬0)
> @ariaradnia $TSM would fit well, or maybe a SaaS play like $CSU or $NOW?
13. ⚪ neutral @TheWebBrokers1 ✓ (1,064 followers · 👍0 🔁0 💬0)
> 45% of PlayStation owners must upgrade to play GTA VI. That’s 60M+ users needing new consoles with $AMD chips through 2026. With 20M extra units forecasted for the launch window alone, the question is: is this priced into the super cycle yet? 🎮📈 $SONY $TSM https://t.co/mbuW...
14. 🟢 bullish @allday_stocks ✓ (4,011 followers · 👍0 🔁0 💬0)
> 📈 $TSM TSMC Reports Strong April Revenue Growth • TSMC reported April revenue of NT$410.73B, up 17.5% YoY • Year-to-date revenue reached NT$1.54T, up 29.9% versus the same period last year • Results continue to reflect strong semiconductor and AI-related demand
15. ⚪ neutral @byul_finance ✓ (1,602 followers · 👍0 🔁0 💬0)
> $BA $TSM Trump and Xi to hold Beijing summit May 14-15, focusing on trade pacts, chip restrictions, and critical minerals
16. ⚪ neutral @MarketsDotNews ✓ (10,712 followers · 👍0 🔁0 💬0)
> Taiwan's legislature has approved a special defense budget of NT$780 billion aimed at enhancing deterrence capabilities. $TSM
17. 🟢 bullish @noisetoalpha ✓ (993 followers · 👍0 🔁0 💬0)
> $TSM April numbers show the AI chip cycle is still intact. TSMC reported April revenue of $13.08 B, up 17.5% YoY. For the first four months of 2026, revenue is up 29.9% YoY to $49 B. That matters because TSMC is the clearest read-through for advanced AI chip demand. $NVDA,...
18. ⚪ neutral @byul_finance ✓ (1,602 followers · 👍0 🔁0 💬0)
> $SONY $TSM Sony to partner with TSMC for next-gen image sensor production
19. 🟢 bullish @13F_Pro ✓ (590 followers · 👍0 🔁0 💬0)
> @FirstSquawk Sony and TSMC co-manufacturing in Japan is the real play here. Keeps advanced chip production outside CCP reach while Sony gets domestic supply security. Better than begging TSMC Taiwan for scraps when geopolitics turns. $TSM
20. 🟢 bullish @marketsday ✓ (21,344 followers · 👍0 🔁0 💬0)
> TSMC ( $TSM) April Sales & YTD Performance – Semiconductor Momentum Continues 🚀 🔹 Monthly Revenue: NT$410.73 Billion (~$12.7 Billion USD) 🔹 YoY Growth: +17.5% vs April 2025 🔹 YTD Revenue: NT$1.54 Trillion (~$47.6 Billion USD) 🔹 YTD Growth: +29.9% YoY 🔹 Growth Driver: Strong...