# 🐦 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.

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## 🐦 $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%

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

**1.** 🗑️ `spam    ` [@ourbit](https://x.com/ourbit/status/2052939137444086267) ✓  (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](https://x.com/JEFETRADES/status/2052935494325907725) ✓  (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](https://x.com/The_AI_Investor/status/2052939147418206612) ✓  (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](https://x.com/WheelieInvestor/status/2052929556374532473) ✓  (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](https://x.com/grok/status/2052937948551651538) ✓  (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](https://x.com/PlayBookTrades/status/2052939817722565043) ✓  (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](https://x.com/The_AI_Investor/status/2052939654387892704) ✓  (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](https://x.com/HighbrowHaze/status/2052937319338947020) ✓  (1,477 followers · 👍0 🔁0 💬1)  
> @GrindeOptions @grok what is the price of $MU with a PEG ratio of 1?

**9.** 🟢 `bullish ` [@BlueMoonTrades](https://x.com/BlueMoonTrades/status/2052935556368081189) ✓  (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](https://x.com/MasterBJones/status/2052935398846861413) ✓  (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](https://x.com/TopStockAlerts1/status/2052932476259979273) ✓  (125,770 followers · 👍2 🔁0 💬0)  
> $MU  feels like it’s just getting started honestly

**12.** 🟢 `bullish ` [@Rhoneus](https://x.com/Rhoneus/status/2052931994733228537)    (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](https://x.com/Incite_corp/status/2052931490049401023) ✓  (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_](https://x.com/itsbullionaire_/status/2052938686065725516) ✓  (1,225 followers · 👍0 🔁0 💬0)  
> The average $MU and $SMH investor https://t.co/TdEiKf9Uh4

**15.** 🟢 `bullish ` [@HighbrowHaze](https://x.com/HighbrowHaze/status/2052938602556862719) ✓  (1,477 followers · 👍0 🔁0 💬0)  
> @grok @GrindeOptions I am letting my sweet baby $MU run.

**16.** ⚪ `neutral ` [@chefjoe22](https://x.com/chefjoe22/status/2052938563872817377) ✓  (1,424 followers · 👍0 🔁0 💬0)  
> He could've said $MU dammit... 😂😂 I would be retired right now

**17.** 🔴 `bearish ` [@anmoldsg](https://x.com/anmoldsg/status/2052938385954619528) ✓  (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](https://x.com/realalexvieira/status/2052936634409091538) ✓  (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](https://x.com/TradingChamp/status/2052935935667445821) ✓  (594 followers · 👍0 🔁0 💬0)  
> @StockSavvyShay Should have bought $MU

**20.** ⚪ `neutral ` [@M3Invest](https://x.com/M3Invest/status/2052934535218704518) ✓  (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


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## 🐦 $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%

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

**1.** 🗑️ `spam    ` [@unusual_whales](https://x.com/unusual_whales/status/2052927990720323996) ✓  (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](https://x.com/MikeLongTerm/status/2052931306934177892) ✓  (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](https://x.com/InvestWMello/status/2052931220879581249) ✓  (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](https://x.com/StockStormX/status/2052932980507582895) ✓  (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](https://x.com/Incite_corp/status/2052931490049401023) ✓  (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](https://x.com/StockStormX/status/2052933081850372414) ✓  (4,853 followers · 👍0 🔁0 💬0)  
> @SCHDaccumulator $SMH is basically a leveraged $NVDA $TSM bet, not a tech ETF

**7.** 🟢 `bullish ` [@Incite_corp](https://x.com/Incite_corp/status/2052931548555706633) ✓  (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](https://x.com/byul_finance/status/2052928361702490453) ✓  (1,608 followers · 👍0 🔁0 💬0)  
> $MU $TSM  Micron and TSMC see heavy bullish call option flows with $120M combined premiums

**9.** ⚪ `neutral ` [@rowdyamerican69](https://x.com/rowdyamerican69/status/2052928261106409480) ✓  (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](https://x.com/QualCompounders/status/2052925260916310142) ✓  (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](https://x.com/Mojo_flyin/status/2052919202428952897)    (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](https://x.com/EmmanuelInvest/status/2052915368654426243) ✓  (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](https://x.com/EmmanuelInvest/status/2052915288090325110) ✓  (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...


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## 🐦 $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%

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

**1.** ⚪ `neutral ` [@BeatTheInsider](https://x.com/BeatTheInsider/status/2052737485952974975) ✓  (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 &amp; 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](https://x.com/astocks92/status/2052767590099923060) ✓  (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](https://x.com/BeatTheInsider/status/2052740144806203849) ✓  (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](https://x.com/mikalche/status/2052801771098010098) ✓  (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](https://x.com/mikalche/status/2052801411298054497) ✓  (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](https://x.com/_charan_04/status/2052752349332930977) ✓  (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](https://x.com/FL0WG0D/status/2052764085607960581) ✓  (94,875 followers · 👍19 🔁0 💬1)  
> $LRCX - $381K Call buyer https://t.co/DEX2JHKMjF

**8.** 🔴 `bearish ` [@norveclifinance](https://x.com/norveclifinance/status/2052763496459178456) ✓  (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](https://x.com/thechartdr/status/2052779597146599930) ✓  (273,349 followers · 👍11 🔁1 💬0)  
> Nice bull flag forming in Semi, Lam Research $LRCX https://t.co/15jmtSsixL

**10.** ⚪ `neutral ` [@_charan_04](https://x.com/_charan_04/status/2052851162672406911) ✓  (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](https://x.com/FinancePotentia/status/2052775681071755417) ✓  (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](https://x.com/Miko_Insights/status/2052752584218214549) ✓  (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](https://x.com/Franklin77Saint/status/2052811396874735882) ✓  (730 followers · 👍3 🔁0 💬0)  
> $LRCX 315+ soon

**14.** 🟢 `bullish ` [@XclusiveTrading](https://x.com/XclusiveTrading/status/2052792270831665391) ✓  (175,085 followers · 👍3 🔁0 💬0)  
> 🚨 $LRCX Has now moved up +282% since 🥱  &gt;&gt; https://t.co/DdQrUSTZup &lt;&lt; https://t.co/NqOEeB7TYJ

**15.** ⚪ `neutral ` [@jimmyinvest](https://x.com/jimmyinvest/status/2052897914792657284) ✓  (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](https://x.com/capitol2iq/status/2052739934885224918) ✓  (17,390 followers · 👍1 🔁0 💬0)  
> Lawmaker @RepDaveTaylor rotated out of semiconductors and into consumer/financial stocks on Apr 27.  Sold $AVGO &amp; $LRCX (with cap gains). Bought $PG, $PGR &amp; $V.  Also did a same-day $HD swap, all trades made across two trust accounts.  https://t.co/sUeHaFLeRh

**17.** ⚪ `neutral ` [@tradedots](https://x.com/tradedots/status/2052585712692908109) ✓  (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](https://x.com/13F_Pro/status/2052931259039367599) ✓  (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](https://x.com/EmmanuelInvest/status/2052915368654426243) ✓  (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](https://x.com/EmmanuelInvest/status/2052915288090325110) ✓  (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...