🐦 Social Pulse Appendix — 2026-05-09

Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.

🐦 $MU — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.71) · 🟡 medium confidence (7 directional posts)

Distribution (20 posts): 🟢 6 bullish · ⚪ 10 neutral · 🔴 1 bearish · 🗑️ 3 spam filtered

Influencer share: 41% (accounts > 10K followers) · Retail share: 47% (< 2K) · Rocket emoji rate: 0%

Top 20 most-engaged posts (filtered, classified)

1. 🗑️ spam @ourbit ✓ (112,891 followers · 👍10 🔁2 💬7) > ourbit semicon sector $intc $mu $sndk $amd all 2-3x in 3 months. opportunities are literally everywhere follow us so we can catch the next ones together twin 🤞 https://t.co/J2Ttlow30W

2. 🗑️ spam @JEFETRADES ✓ (29,079 followers · 👍10 🔁0 💬6) > THIS IS ABSURD, BREAKOUT NEXT?!⚠️ $MU has gone INSANE the last 2 weeks up roughly $300... Instead of chasing, focus on these names that have ACTUAL potential to breakout and get followthrough. FOMO IS A DANGEROUS DRUG👇 https://t.co/0CFu3Wd01O

3. 🟢 bullish @The_AI_Investor ✓ (77,127 followers · 👍4 🔁0 💬1) > New ATH, +60.24% YTD $MU up 2.32x since the low on Mar 30, 2026. $321 to $746 in ~5 weeks!

4. 🟢 bullish @WheelieInvestor ✓ (15,247 followers · 👍2 🔁0 💬1) > @CarsonTalkMoney No puts. Don’t want to stand in from of the train. Exited all $MU to derisk but would like to get back in. I sold that put a while ago. We are very bullish rn i just want a small pullback for a reentry

5. ⚪ neutral @grok ✓ (8,718,199 followers · 👍1 🔁0 💬1) > @HighbrowHaze @GrindeOptions Haha, fair enough – the valuation math got a little spicy there. $MU hitting PEG 1 would be a hell of a ride, but semis are notoriously cyclical. Not advice, just numbers. You calling the next leg up or taking profits?

6. 🗑️ spam @PlayBookTrades ✓ (67,110 followers · 👍3 🔁0 💬0) > $DRAM We are currently in the AI memory super-cycle, this diversified name gives you good exposure to the memory sector. Up 25% over the week when I first shared the idea here on Monday in the $40.00s area. If you felt like $MU and $SNDK were too expensive for you, this wo...

7. ⚪ neutral @The_AI_Investor ✓ (77,127 followers · 👍3 🔁0 💬0) > Citi lowered $MU PT from $510 to $425 right at the bottom has to be the funniest joke of the year!

8. ⚪ neutral @HighbrowHaze ✓ (1,477 followers · 👍0 🔁0 💬1) > @GrindeOptions @grok what is the price of $MU with a PEG ratio of 1?

9. 🟢 bullish @BlueMoonTrades ✓ (29,090 followers · 👍3 🔁0 💬0) > 🧠 $8.89M. One $MU sweep. 9:46 AM. 𝟮𝟬 trades. ~$36.8M in total premium today. Strikes go all the way to $1,300 and $1,360. Stock is at around $750 - $760. Someone is betting on a near double. 👀 HBM sold out through 2026 ✅ Customers only getting 50-67% of what they need ✅ D....

10. ⚪ neutral @MasterBJones ✓ (60,876 followers · 👍3 🔁0 💬0) > How could it be that last month no one wanted $MU. It was sinking down to $311.00. One month later it's $759.00. Go figure?

11. 🟢 bullish @TopStockAlerts1 ✓ (125,770 followers · 👍2 🔁0 💬0) > $MU feels like it’s just getting started honestly

12. 🟢 bullish @Rhoneus (954 followers · 👍2 🔁0 💬0) > Ppl love to shit on Jim Cramer but i remember in 2010 he gave $MU at $7 Was the 2nd stock i ever bought Visionary

13. ⚪ neutral @Incite_corp ✓ (1,467 followers · 👍1 🔁0 💬0) > @unusual_whales That March 31st flow wasn’t noise. It timed a regime switch: AI memory scarcity + foundry capacity bids. The size forced delta hedging, then fundamentals took the baton. I’d TRAIL winners, not chase; add only on orderly pullbacks above prior highs. $MU $TSM

14. ⚪ neutral @itsbullionaire_ ✓ (1,225 followers · 👍0 🔁0 💬0) > The average $MU and $SMH investor https://t.co/TdEiKf9Uh4

15. 🟢 bullish @HighbrowHaze ✓ (1,477 followers · 👍0 🔁0 💬0) > @grok @GrindeOptions I am letting my sweet baby $MU run.

16. ⚪ neutral @chefjoe22 ✓ (1,424 followers · 👍0 🔁0 💬0) > He could've said $MU dammit... 😂😂 I would be retired right now

17. 🔴 bearish @anmoldsg ✓ (796 followers · 👍0 🔁0 💬0) > @WheelieInvestor Wait till $MU tops and you'll find how hard is to keep this money. Market giveth, market taketh

18. ⚪ neutral @realalexvieira ✓ (3,278 followers · 👍0 🔁0 💬0) > Warren Buffett Never Invested. I Bought AMD at $9.85. Added $89, $200, $339, $350. Today $456. $AMD $MU $SNDK $INTC $SOXX $QQQ $SPY $NVDA https://t.co/gxAHOYtlSh

19. ⚪ neutral @TradingChamp ✓ (594 followers · 👍0 🔁0 💬0) > @StockSavvyShay Should have bought $MU

20. ⚪ neutral @M3Invest ✓ (2,143 followers · 👍0 🔁0 💬0) > @HyperTechInvest Same thinking man I started talking about them in summer 2024 At the same time there’s no $MU without $ASML

🐦 $TSM — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.60) · 🟡 medium confidence (5 directional posts)

Distribution (13 posts): 🟢 4 bullish · ⚪ 7 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered

Influencer share: 17% (accounts > 10K followers) · Retail share: 42% (< 2K) · Rocket emoji rate: 25%

Top 20 most-engaged posts (filtered, classified)

1. 🗑️ spam @unusual_whales ✓ (3,734,330 followers · 👍104 🔁6 💬29) > Simultaneous $MU and $TSM flows back on March 31st, totaling $65M and $55M in premiums respectively. Over 30,000 contracts traded on the $MU 400c 6/18 and over 38,000 contracts traded on the $TSM 370c 6/18 - predominantly at the ask. The $MU position is now worth north of 1 ...

2. 🟢 bullish @MikeLongTerm ✓ (23,958 followers · 👍11 🔁0 💬1) > $AMD sharesholders after reading Mike threads on supply chain and $1,200 realized $TSM wants to make $AMD the biggest customer! Bigger than $NVDA 🤑 1. 2 large primary 2nm fabs are expanding to 100-120k wafers per month by 2027/2028 2. Aggressive 5 2nm fabs ramping in 2026 to...

3. ⚪ neutral @InvestWMello ✓ (2,025 followers · 👍1 🔁1 💬1) > A lot can change in a year 🤯 Friday night price update $AAPL $293.86 $AMD $461.20 $AMZN $272.58 $BTC $80,417 $GOOGL $399.49 $LLY $949.97 $META $609.70 $MSFT $415.10 $MSTR $188.70 $NFLX $87.40 $NVDA $215.02 $QQQ $712.08 $SPY $737.83 $TSLA $428 $TSM $410.95 $VIX $17.19 $VTI $...

4. ⚪ neutral @StockStormX ✓ (4,853 followers · 👍1 🔁0 💬0) > @AnthonySandford @unusual_whales low end M-series fab only, $TSM still owns the leading node so the AAPL margin story doesn't crack

5. ⚪ neutral @Incite_corp ✓ (1,467 followers · 👍1 🔁0 💬0) > @unusual_whales That March 31st flow wasn’t noise. It timed a regime switch: AI memory scarcity + foundry capacity bids. The size forced delta hedging, then fundamentals took the baton. I’d TRAIL winners, not chase; add only on orderly pullbacks above prior highs. $MU $TSM

6. ⚪ neutral @StockStormX ✓ (4,853 followers · 👍0 🔁0 💬0) > @SCHDaccumulator $SMH is basically a leveraged $NVDA $TSM bet, not a tech ETF

7. 🟢 bullish @Incite_corp ✓ (1,467 followers · 👍0 🔁0 💬0) > That March 31st flow wasn’t noise. It timed a regime switch: AI memory scarcity + foundry capacity bids. The size forced delta hedging, then fundamentals took the baton. I’d TRAIL winners, not chase; add only on orderly pullbacks above prior highs. $MU $TSM

8. 🟢 bullish @byul_finance ✓ (1,608 followers · 👍0 🔁0 💬0) > $MU $TSM Micron and TSMC see heavy bullish call option flows with $120M combined premiums

9. ⚪ neutral @rowdyamerican69 ✓ (16,602 followers · 👍0 🔁0 💬0) > @unusual_whales $MU and $TSM call flows that size usually mean someone sees a supply squeeze before the crowd does. Big premium at the ask is conviction. But chasing whale footprints late is how retail gets fed to the wood chipper.

10. 🟢 bullish @QualCompounders ✓ (2,180 followers · 👍0 🔁0 💬0) > @LukeSimpleDiv $TSM is really not expensive here forward PE of 25 for really good growth.

11. 🔴 bearish @Mojo_flyin (4,237 followers · 👍0 🔁0 💬0) > Agree with everything you said but it will happen. There is not much choice left for $AAPL but to build a contingency to $TSM. The war changed things dramatically. The US has diverted & expended a significant amount of its military capacity from Asia. Taiwan just slashed the p...

12. ⚪ neutral @EmmanuelInvest ✓ (1,628 followers · 👍0 🔁0 💬0) > 🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Server...

13. ⚪ neutral @EmmanuelInvest ✓ (1,628 followers · 👍0 🔁0 💬0) > 🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Server...

🐦 $LRCX — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.82) · ✅ high confidence (11 directional posts)

Distribution (20 posts): 🟢 10 bullish · ⚪ 9 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered

Influencer share: 45% (accounts > 10K followers) · Retail share: 40% (< 2K) · Rocket emoji rate: 10%

Top 20 most-engaged posts (filtered, classified)

1. ⚪ neutral @BeatTheInsider ✓ (30,014 followers · 👍59 🔁8 💬4) > 🚨Political Trade Alert🚨 Rep. David Taylor has released a new financial disclosure. Highlights: $V Visa $1k-$15k $PG Procter & Gamble Co. $3k-$45k Sold: $AVGO Broadcom $2k-$30k Sold: $LRCX Lam Research Corp. $2k-$30k Full Disclosure: https://t.co/U6rE6YwmQj https://t.co/...

2. 🟢 bullish @astocks92 ✓ (32,847 followers · 👍24 🔁1 💬4) > IMAGINE TRYING SHORT EVERY NEW $ATH on "low volume" $QCOM $MU $DRAM $AXTI $AAOI $LITE $COHR $SNDK $INTC $AMD $NVDA $KLAC $LRCX Keep Saying it. Keep Hammering it.

3. ⚪ neutral @BeatTheInsider ✓ (30,014 followers · 👍28 🔁5 💬0) > Rep. David Taylor discloses up to $90k worth of sales and $75k worth of purchases today Taylor seems to be taking profits after massive bull run: $LRCX 54% YTD $AVGO 19% YTD How long will the market continue to go up? https://t.co/E5Xm9PyxKh

4. 🟢 bullish @mikalche ✓ (85,187 followers · 👍20 🔁1 💬2) > $AMAT $AVGO $LRCX $ASML COULD BE CONNTECTED TO $INTC $APPL DEAL THIS IS WHY YOU ARE SEEING BIDS

5. 🟢 bullish @mikalche ✓ (85,187 followers · 👍14 🔁2 💬2) > $LRCX $330 CALL MAY 15TH PETROAI SWING COULD BE TIED TO $INTC. MORE THAN $AAOI WOULD BE....JUST SAYIN' @grok

6. 🟢 bullish @_charan_04 ✓ (1,073 followers · 👍14 🔁0 💬3) > Recap of trade ideas this week: $LRCX 1530c : 6 to 36.00 $LRCX 1550c: 4 to 21.00 $TSLA 410c : 3 to 19.00

7. 🟢 bullish @FL0WG0D ✓ (94,875 followers · 👍19 🔁0 💬1) > $LRCX - $381K Call buyer https://t.co/DEX2JHKMjF

8. 🔴 bearish @norveclifinance ✓ (3,705 followers · 👍4 🔁0 💬6) > The AI bubble is starting to crack. Bigger than dot-com. People still don’t understand how massive this unwind could become. $MSFT $NVDA $AMD $AVGO $MU $CRDO $TSM $ASML $AMAT $LRCX $KLAC $SMCI $MRVL $INTC

9. 🟢 bullish @thechartdr ✓ (273,349 followers · 👍11 🔁1 💬0) > Nice bull flag forming in Semi, Lam Research $LRCX https://t.co/15jmtSsixL

10. ⚪ neutral @_charan_04 ✓ (1,073 followers · 👍7 🔁0 💬1) > My bad it was $ASML not $LRCX lol $ASML 1530c closed at 62.50 from 6 entry price $ASML 1550c closed at 42.50 from 4 entry price $TSLA went as low at 50 cents and closed today at 18.30 from entry 3’ish

11. ⚪ neutral @FinancePotentia ✓ (2,239 followers · 👍4 🔁1 💬1) > 🚨Two new disclosures just filed. One Democrat selling a cannabis stock. One Republican rotating out of semis into consumer. $AVGO $LRCX out. $V $PG $PGR in. Same day. Apr 27. Stay tuned, these trades are worth watching. https://t.co/nd2qE6fvBc

12. 🟢 bullish @Miko_Insights ✓ (2,034 followers · 👍3 🔁0 💬2) > People who faded semis like $MU and $LRCX because they thought it was a 'bubble' https://t.co/fAelkInWTC

13. 🟢 bullish @Franklin77Saint ✓ (730 followers · 👍3 🔁0 💬0) > $LRCX 315+ soon

14. 🟢 bullish @XclusiveTrading ✓ (175,085 followers · 👍3 🔁0 💬0) > 🚨 $LRCX Has now moved up +282% since 🥱 >> https://t.co/DdQrUSTZup << https://t.co/NqOEeB7TYJ

15. ⚪ neutral @jimmyinvest ✓ (1,024 followers · 👍2 🔁0 💬0) > 40% of the index is now concentrated in the Mag-7 plus $AVGO, $MU, and $AMD. But what would that number look like if we incorporated all the adjacent beneficiaries where AI/semis are the primary growth driver? I’m talking about everything from companies like $KLAC and $LRCX ...

16. ⚪ neutral @capitol2iq ✓ (17,390 followers · 👍1 🔁0 💬0) > Lawmaker @RepDaveTaylor rotated out of semiconductors and into consumer/financial stocks on Apr 27. Sold $AVGO & $LRCX (with cap gains). Bought $PG, $PGR & $V. Also did a same-day $HD swap, all trades made across two trust accounts. https://t.co/sUeHaFLeRh

17. ⚪ neutral @tradedots ✓ (1,205 followers · 👍1 🔁0 💬0) > Today's Top Movers (Intraday %) $QCOM Qualcomm (+5.18%) $TSLA Tesla (+3.28%) $AVGO Broadcom (−3.03%) $AMD Advanced Micro Devices (−3.07%) $CAT Caterpillar (−3.34%) $SHEL Shell (−3.39%) $SFTBY SoftBank (−3.37%) $LRCX Lam Research (−3.58%) $ANET Arista Networks (−3.58%) $AMAT A...

18. 🟢 bullish @13F_Pro ✓ (618 followers · 👍0 🔁0 💬0) > @MarketWatch Lumentum catching a bid on semicon upside but the real move is margin expansion. High-end optical gear doesn't get commoditized overnight. $LRCX and foundry capacity tightness are carrying this whole subsector.

19. ⚪ neutral @EmmanuelInvest ✓ (1,628 followers · 👍0 🔁0 💬0) > 🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Server...

20. ⚪ neutral @EmmanuelInvest ✓ (1,628 followers · 👍0 🔁0 💬0) > 🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙️ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥️ Server...