# 🐦 Social Pulse Appendix β€” 2026-05-10 Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic. --- ## 🐦 $MU β€” Social Pulse **Sentiment:** 🟒🟒🟒🟒🟒 **Bullish** (score +1.00) Β· βœ… **high confidence** (15 directional posts) **Distribution** (20 posts): 🟒 15 bullish Β· βšͺ 4 neutral Β· πŸ”΄ 0 bearish Β· πŸ—‘οΈ 1 spam filtered **Influencer share:** 42% (accounts > 10K followers) Β· **Retail share:** 21% (< 2K) Β· **Rocket emoji rate:** 5% --- ### Top 20 most-engaged posts (filtered, classified) **1.** 🟒 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2053501563893932415) βœ“ (105,392 followers Β· πŸ‘91 πŸ”12 πŸ’¬28) > $MU $SNDK $DRAM $AMD $INTC $TSM Rise of Agentic AI - Morgan Stanley's Key Takeaways -Memory becomes a key monetization leg, with agentic AI driving 26-77% of incremental DRAM demand by 2030. -Agentic AI widens the trade beyond GPUs, with CPUs becoming the control plane for... **2.** 🟒 `bullish ` [@RealSimpleAriel](https://x.com/RealSimpleAriel/status/2053504712272404940) βœ“ (50,751 followers Β· πŸ‘38 πŸ”1 πŸ’¬8) > 5/10/2026 Happy mothers day! Markets are extended, here is my plan. - $XLK extends itself another 3.44% on Friday and now sitting over 10x ATR from the 50sma. - $SMH continues its monster run after the 1 day pause on Thursday $AMD $MU $INTC $QCOM - $UFO ready for takeoff. ... **3.** 🟒 `bullish ` [@cmsinvests](https://x.com/cmsinvests/status/2053499286147547305) βœ“ (5,086 followers Β· πŸ‘3 πŸ”0 πŸ’¬9) > Me and the squad because we full ported $MU and $SNDK a couple months ago https://t.co/gwUrYMrDOU **4.** 🟒 `bullish ` [@theincomewheel](https://x.com/theincomewheel/status/2053504330443948052) βœ“ (138,205 followers Β· πŸ‘4 πŸ”0 πŸ’¬5) > Everyone has been asking what the next $SNDK is… While I have been pounding the table that $MU was still a buy since the $300-400’s Sometimes the next move is just that obvious **5.** 🟒 `bullish ` [@brettmacro](https://x.com/brettmacro/status/2053506070648074643) βœ“ (31,716 followers Β· πŸ‘2 πŸ”0 πŸ’¬3) > My entire feed is saying these are undervalued. $MU $NOW $DRAM $AVGO $NVDA **6.** 🟒 `bullish ` [@Investinc_Intel](https://x.com/Investinc_Intel/status/2053500838241259954) βœ“ (2,787 followers Β· πŸ‘2 πŸ”0 πŸ’¬3) > I was just looking at $MU JUST WOW… MICRON IS STILL SUPER CHEAP! https://t.co/d9l27dSMgr **7.** πŸ—‘οΈ `spam ` [@TheValueist](https://x.com/TheValueist/status/2053500012160552982) βœ“ (29,328 followers Β· πŸ‘4 πŸ”0 πŸ’¬1) > Thank you! Read our write-up, friends! You will become a better investor. They have recently been enhanced with additional data sources and greater depth. $NVDA $MU $SNDK $LITE **8.** 🟒 `bullish ` [@AreteTrading](https://x.com/AreteTrading/status/2053506667292025296) βœ“ (13,403 followers Β· πŸ‘3 πŸ”0 πŸ’¬1) > The market may be completely underestimating what’s happening in South Korea right now. A potential Samsung strike could disrupt global DRAM and HBM memory supply β€” and it may already be fueling the explosive moves in names like $MU and $SNDK. This isn’t just another news he... **9.** 🟒 `bullish ` [@Mariusz_Invest](https://x.com/Mariusz_Invest/status/2053502918737699045) βœ“ (4,927 followers Β· πŸ‘1 πŸ”0 πŸ’¬1) > @JFergistheman Love that gif and and film as well πŸ€£πŸ‘Š $DRAM looks solid if the AI demand keeps up. Long $mu **10.** 🟒 `bullish ` [@AreteTrading](https://x.com/AreteTrading/status/2053506669980614708) βœ“ (13,403 followers Β· πŸ‘0 πŸ”0 πŸ’¬1) > πŸ“Œ $MU – Supply Shock Trade Strong institutional buying all week as traders began pricing in potential DRAM shortages. πŸ”Ή Samsung controls ~40% of global DRAM production πŸ”Ή Strike fears tightening supply expectations πŸ”Ή Micron seen as a major beneficiary if disruption occurs Con... **11.** 🟒 `bullish ` [@seer_xyz](https://x.com/seer_xyz/status/2053506336608928030) βœ“ (2,960 followers Β· πŸ‘2 πŸ”0 πŸ’¬0) > I think most like me, like $DRAM $MU $SNDK $WDC https://t.co/BmiKqikLh4 **12.** 🟒 `bullish ` [@GaryBasnett](https://x.com/GaryBasnett/status/2053499024846557248) (7,558 followers Β· πŸ‘2 πŸ”0 πŸ’¬0) > @Alice_MiaX $MU and $SNDK are the next $NVDA stocks. **13.** 🟒 `bullish ` [@Acevent95706230](https://x.com/Acevent95706230/status/2053506411577950618) βœ“ (1,282 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > @LongGameEquity @antibearthesis If there was a decent pullback, and If I had the cash flow, I would be tempted in $MU https://t.co/DJLIcklebW **14.** 🟒 `bullish ` [@zedryaz](https://x.com/zedryaz/status/2053504400501477752) βœ“ (516 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > @StockSavvyShay @fiscal_ai $MU to $1000 then πŸš€ **15.** βšͺ `neutral ` [@MartyChargin](https://x.com/MartyChargin/status/2053508218664649033) βœ“ (50,896 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > @cmsinvests $SNDK $MU .... Sandisk has the higher ceiling.... but it also has a much lower floor.... no risk=no reward **16.** 🟒 `bullish ` [@RJNavarrete](https://x.com/RJNavarrete/status/2053508179401830479) (929 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > Up 52% the last month. I've paper handed a number of big opportunities, but have netted some strong gains along the way. The worst thing you can do? Sit on cash. Ride momentum, set stops, and enjoy. Winners for me: $MU $MRVL $NVDA $AAOI $PLTR $CRDO $VRT $APLD https://t... **17.** βšͺ `neutral ` [@ldkmxjdjjj](https://x.com/ldkmxjdjjj/status/2053507897414529396) βœ“ (635 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > πŸ“Š AI Market Moves Follow Real Bottlenecks πŸ’» $NVDA β€” GPU scarcity led the first wave, powering AI training & inference πŸ’‘ $AMAT, $LRCX, $MU β€” Semiconductor equipment & HBM/memory seeing capital inflow as infrastructure constraints tighten 🌏 Data center limits β€” power, cooling, ... **18.** βšͺ `neutral ` [@dewmboom](https://x.com/dewmboom/status/2053506968975741422) βœ“ (5,326 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $MU: It’s β€œeven steven”. Cast your vote below πŸ‘‡πŸΌπŸ‘‡πŸΌπŸ‘‡πŸΌOnly 12 voted so far! **19.** 🟒 `bullish ` [@themarketuni](https://x.com/themarketuni/status/2053506778881491190) βœ“ (3,759 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > @cmsinvests Imagine you put it in $MU when it was in the 60s **20.** βšͺ `neutral ` [@AreteTrading](https://x.com/AreteTrading/status/2053506681892418045) βœ“ (13,403 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > I break down: πŸ”Ή The Samsung strike timeline πŸ”Ή Why DRAM pricing matters πŸ”Ή The setups in $MU, $SNDK, and $EWY πŸ”Ή The scenarios traders are missing πŸ”Ή Why this could eventually create a semiconductor top πŸŽ₯ https://t.co/Ezux8lBAwH --- ## 🐦 $TSM β€” Social Pulse **Sentiment:** 🟒🟒🟒βšͺβšͺ **Lean bullish** (score +0.20) Β· 🟑 **medium confidence** (5 directional posts) **Distribution** (12 posts): 🟒 3 bullish Β· βšͺ 5 neutral Β· πŸ”΄ 2 bearish Β· πŸ—‘οΈ 2 spam filtered **Influencer share:** 30% (accounts > 10K followers) Β· **Retail share:** 50% (< 2K) Β· **Rocket emoji rate:** 0% --- ### Top 20 most-engaged posts (filtered, classified) **1.** 🟒 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2053501563893932415) βœ“ (105,394 followers Β· πŸ‘92 πŸ”12 πŸ’¬28) > $MU $SNDK $DRAM $AMD $INTC $TSM Rise of Agentic AI - Morgan Stanley's Key Takeaways -Memory becomes a key monetization leg, with agentic AI driving 26-77% of incremental DRAM demand by 2030. -Agentic AI widens the trade beyond GPUs, with CPUs becoming the control plane for... **2.** πŸ—‘οΈ `spam ` [@HunterAllen4](https://x.com/HunterAllen4/status/2053487340530659412) βœ“ (8,699 followers Β· πŸ‘35 πŸ”1 πŸ’¬7) > Don’t miss the next $TSM Up thousands of % since the early 2010s AI infrastructure + specialty semis are exploding I give you $UMC A 150$ stock chilling Up 98% YTD, up 65% past month, up 19% past week Just turned a 5-year breakout into support πŸ‘€ A similar setup as $MR... **3.** βšͺ `neutral ` [@ParadisLabs](https://x.com/ParadisLabs/status/2053508750795772402) βœ“ (38,716 followers Β· πŸ‘10 πŸ”0 πŸ’¬0) > Finishing up my write-ups for two new positions I took over the last couple of weeks: 1. World’s #1 industrial-grade SSD provider + top 10 global DRAM supplier at under $5B MC 2. ASIC designer + turnkey supplier qualified by $TSM at $150M MC Any guesses? **4.** βšͺ `neutral ` [@TheBostonView](https://x.com/TheBostonView/status/2053488575078105175) (2,532 followers Β· πŸ‘5 πŸ”0 πŸ’¬0) > If the AI trade is strong enough, it's going to be less bothered by legit macro concerns coming this summer (inflation, consumer spending) and will be far more animated and driven by these earnings events: $NVDA May 20 $AVGO June 3 $MU July 1 $TSM July 16 **5.** πŸ”΄ `bearish ` [@RobertMarcin](https://x.com/RobertMarcin/status/2053497079062814849) βœ“ (1,802 followers Β· πŸ‘1 πŸ”0 πŸ’¬1) > Everyone knows that lack of infrastructure is seriously delaying data center buildouts. Could there be a large overhang of chips warehoused for these gigafactories and might that excess product lead to an inventory correction in AI chips?? Taiwain Semi, $tsm $411.70 just had ... **6.** βšͺ `neutral ` [@HighbrowHaze](https://x.com/HighbrowHaze/status/2053496969356574966) βœ“ (1,478 followers Β· πŸ‘0 πŸ”0 πŸ’¬1) > @rdd147 @grok how many jobs is $TSM creating in the US? **7.** πŸ”΄ `bearish ` [@Mojo_flyin](https://x.com/Mojo_flyin/status/2053495967459234295) (4,263 followers Β· πŸ‘0 πŸ”0 πŸ’¬1) > @E055Michel1842 I'm not giving out financial advice. Not a single design house can ignore the risk to $TSM from #China. Now that $INTC 18AP and 14A seem to be on track they can start diversifying that risk away from $TSM #Taiwan fabs. **8.** πŸ—‘οΈ `spam ` [@camilastuart](https://x.com/camilastuart/status/2053494298780533210) βœ“ (568 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > Don’t miss the next $TSM Up thousands of % since the early 2010s AI infrastructure + specialty semis are exploding I give you $UMC A 150$ stock chilling Up 98% YTD, up 65% past month, up 19% past week Just turned a 5-year breakout into support πŸ‘€ A similar setup as $MR... **9.** 🟒 `bullish ` [@realarmaansidhu](https://x.com/realarmaansidhu/status/2053500676731265197) βœ“ (1,943 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $AVGO (Broadcom) and $TSM (Taiwan Semi) Everyone bought Nvidia. Smart money is buying the picks-and-shovels behind Nvidia. Broadcom designs the custom AI accelerators (Google TPUs, Meta's MTIA) that are quietly stealing share from Nvidia in hyperscaler deployments. Network... **10.** βšͺ `neutral ` [@teshen8lin](https://x.com/teshen8lin/status/2053491564047995090) (1,530 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > @HyperTechInvest $TSM is the ultimate bottleneck **11.** 🟒 `bullish ` [@Tickeron](https://x.com/Tickeron/status/2053490243525841167) βœ“ (20,768 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > The 1999 Melt-Up Forecast: Why the AI Bubble Has Not Peaked and the Biggest Gains in the S&P 500 May Still Lie Ahead $NVDA $AVGO $TSM $AMD $AMAT $KLAC $LRCX $ASML $ARM $MU $MSFT $GOOGL $AMZN $METAΒ  $ORCL $SNOW $PLTR $CRDO $ALABΒ $TTD $RKLB Β  $NBIS $LUNR https://t.co/s2nKhUFGlq **12.** βšͺ `neutral ` [@Mktrhythms](https://x.com/Mktrhythms/status/2053485603182854268) βœ“ (1,577 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > @StockSavvyShay @FuturumEquities Several semiconductor stocks appear undervalued based on PEG ratios. $INTC stands out with a PEG of 2.8x, suggesting overvaluation. $LRCX, $KLAC, and $AMAT have PEGs around 2.0x, indicating potential caution. In contrast, $LITE with a PEG of 1.... --- ## 🐦 $AMD β€” Social Pulse **Sentiment:** 🟒🟒🟒🟒🟒 **Bullish** (score +0.85) Β· βœ… **high confidence** (13 directional posts) **Distribution** (17 posts): 🟒 12 bullish Β· βšͺ 3 neutral Β· πŸ”΄ 1 bearish Β· πŸ—‘οΈ 1 spam filtered **Influencer share:** 50% (accounts > 10K followers) Β· **Retail share:** 12% (< 2K) Β· **Rocket emoji rate:** 6% --- ### Top 20 most-engaged posts (filtered, classified) **1.** 🟒 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2053501563893932415) βœ“ (105,397 followers Β· πŸ‘95 πŸ”12 πŸ’¬29) > $MU $SNDK $DRAM $AMD $INTC $TSM Rise of Agentic AI - Morgan Stanley's Key Takeaways -Memory becomes a key monetization leg, with agentic AI driving 26-77% of incremental DRAM demand by 2030. -Agentic AI widens the trade beyond GPUs, with CPUs becoming the control plane for... **2.** 🟒 `bullish ` [@RealSimpleAriel](https://x.com/RealSimpleAriel/status/2053504712272404940) βœ“ (50,751 followers Β· πŸ‘44 πŸ”1 πŸ’¬8) > 5/10/2026 Happy mothers day! Markets are extended, here is my plan. - $XLK extends itself another 3.44% on Friday and now sitting over 10x ATR from the 50sma. - $SMH continues its monster run after the 1 day pause on Thursday $AMD $MU $INTC $QCOM - $UFO ready for takeoff. ... **3.** πŸ”΄ `bearish ` [@MartyChargin](https://x.com/MartyChargin/status/2053499500866736556) βœ“ (50,896 followers Β· πŸ‘10 πŸ”1 πŸ’¬3) > $AMD $INTTC $QCOM $MXL ... I am sure this is all just one big mistake... a β€œbubble” ...right? #Adaptordie https://t.co/inDTQQkvP2 **4.** βšͺ `neutral ` [@Ashton_1nvests](https://x.com/Ashton_1nvests/status/2053502940422549750) βœ“ (33,016 followers Β· πŸ‘1 πŸ”0 πŸ’¬5) > How is $AMD not on this list bro? 😭😭 **5.** 🟒 `bullish ` [@ManzTrades](https://x.com/ManzTrades/status/2053502001871196268) βœ“ (142,652 followers Β· πŸ‘7 πŸ”1 πŸ’¬1) > Realizing $AMD dropped 40% in 6 Weeks bottomed at $72 in March and now it’s $455 https://t.co/scIeR55EXE **6.** 🟒 `bullish ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2053505189101846616) βœ“ (24,353 followers Β· πŸ‘4 πŸ”0 πŸ’¬0) > $AMD Revenue & Revenue Per share πŸ“ˆ Not Financial Advice! DYOR! This chart is connected from 2015 to Evercore ISI $50-$65 EPS below. read more if u want to understand. Dr. Lisa Su has engineered one of the most remarkable corporate turnarounds in semiconductor history since ... **7.** 🟒 `bullish ` [@TradeLikeGates](https://x.com/TradeLikeGates/status/2053501390664663252) βœ“ (7,259 followers Β· πŸ‘2 πŸ”0 πŸ’¬0) > $AMD Wild to think this was a sub $100 stock not that long ago. Its an absolute unit and keeps pressing all time highs. The trend is your friend and I am watching for higher highs until it decides to correct. Long idea over 465 https://t.co/nPAXVoXgv2 **8.** 🟒 `bullish ` [@mottbox_](https://x.com/mottbox_/status/2053508156597166241) βœ“ (3,753 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > I understand your feeling there - I’ve done great on $AMD over the years being a somewhat early investor. I am still doing amazing with it being ~20% of portfolio - at the same time, I trimmed wuite signficantly around $~220 area - despite winning big and continuing to win, ev... **9.** βšͺ `neutral ` [@gainzalgo](https://x.com/gainzalgo/status/2053505581747782128) βœ“ (9,941 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > @ParadisLabs All are super cool $SNDK $AMD **10.** 🟒 `bullish ` [@cholevovo](https://x.com/cholevovo/status/2053504895337017520) (2,842 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > Is it just me… Or does it feel like everyone on X or $RDDT made millions off of $INTC and $AMD recently?πŸš€πŸš€πŸš€ **11.** βšͺ `neutral ` [@steady_profits](https://x.com/steady_profits/status/2053501294145417614) βœ“ (3,196 followers Β· πŸ‘1 πŸ”0 πŸ’¬0) > @KingDamoUK I sold half my $AMD position, and it was a really difficult decision to make. **12.** πŸ—‘οΈ `spam ` [@ExactOptionPick](https://x.com/ExactOptionPick/status/2053505482703200647) (1,492 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > πŸš€ Unlock +100% gains with Exact Option Picks! Daily option trades sent before the bell. Try our FREE 10-day trial now! πŸ“ˆ https://t.co/78FVQDKYyw #OptionsTrading #StockMarket $HOOD $UBER $AAPL $TSLA $NVDA $AMD $MSFT $GOOGL $META $NFLX $IBIT **13.** 🟒 `bullish ` [@100kDiary](https://x.com/100kDiary/status/2053504290702999585) βœ“ (3,331 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > @BlackMambaMilli $AMD has been the standout. $RKLB right behind. Not complaining πŸ”₯ **14.** 🟒 `bullish ` [@StocksDaily](https://x.com/StocksDaily/status/2053503467751375137) βœ“ (1,088 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $AMD 52-week range: $107 to $456. Stock is near all-time highs. Upcoming catalysts: MI450 Instinct GPU ramp into hyperscalers Helios rack-scale AI system shipping before year-end EPYC CPU market share gains vs Intel Next earnings: August 4, 2026 Not financial advice. **15.** 🟒 `bullish ` [@StocksDaily](https://x.com/StocksDaily/status/2053501821688352973) βœ“ (1,088 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $AMD Q2 2026 guidance came in well above Wall Street expectations. Revenue guided at $11.2B, up 46% year over year. Analyst consensus was $10.5B. Non-GAAP gross margin guided at 56%, expanding from 55% in Q1. Multiple analysts raised price targets right after the print. Not fi... **16.** 🟒 `bullish ` [@ChartBreakouts](https://x.com/ChartBreakouts/status/2053501314936484316) βœ“ (24,532 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $MU Micron jumped 15% on Friday. The semiconductor index is up 65% in 2026 alone. Every layer of AI infrastructure is confirming demand: Chips (NVDA $AMD) β†’ Memory ( $MU) β†’ Storage ( $STX)β†’ Servers( $STX)β†’ Servers($DELL $SMCI)β†’ Power( $SMCI)β†’ Power( $GEV) β†’ Space ($RKLB) ... **17.** 🟒 `bullish ` [@Dogecoinrich](https://x.com/Dogecoinrich/status/2053500240661975320) (111,055 followers Β· πŸ‘0 πŸ”0 πŸ’¬0) > $AMD really went from American Money Destroyer to American Money Deployer in a single year