# 🐦 Social Pulse Appendix — 2026-05-13

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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## 🐦 $CRDO — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.56) · 🟡 **medium confidence** (9 directional posts)

**Distribution** (20 posts):  🟢 7 bullish · ⚪ 11 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered

**Influencer share:** 30% (accounts > 10K followers) · **Retail share:** 10% (< 2K) · **Rocket emoji rate:** 5%

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

**1.** 🟢 `bullish ` [@StonkValue](https://x.com/StonkValue/status/2054016008562815023) ✓  (15,445 followers · 👍282 🔁37 💬3)  
> One of the best ways to spot the next big winners is by following the earnings cycle-  $SNDK +462% $AAOI +366% $NBIS +106% $LITE +175% $SATL +343% $IBRX +300% $FLY +60% $AMPX +102% $NBIS +106% $CIFR +25% $IREN +30% $IONQ +21% $ALAB +15% $LPTH +10% $CRDO +47% $GLIT +55%  Bookma...

**2.** ⚪ `neutral ` [@equitydd](https://x.com/equitydd/status/2054051021115265150) ✓  (7,717 followers · 👍138 🔁30 💬3)  
> $AIS AI ETF holdings include some of the key stocks to ride the AI revolution and seems like a great add to a growth portfolio.   $MU SK Hynix $VRT $AMD $TSM $INTC $SIMO $AVGO $NVDA $MRVL $LITE $MPWR $FN $STX $GLW $SNDK $ASML $WDC $ARM $ALAB $COHR $TSEM $AVGO $CRDO $ANET   Not...

**3.** ⚪ `neutral ` [@enrichtrades](https://x.com/enrichtrades/status/2054037329178718315) ✓  (23,865 followers · 👍102 🔁6 💬1)  
> Watchlist for tomorrow, 5/12:  Nailed $TSLA today for 160% after the PMH/PDH break. Clean momentum continuation once volume stepped in.  Highest conviction:  $APLD $NVDA $LUNR $CRDO $QCOM $TSLA $MRVL $NNE  This market continues rewarding AI infra, compute, and power-related na...

**4.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2054034639275065740) ✓  (23,865 followers · 👍62 🔁15 💬2)  
> $CRDO  One of the most bullish closes today  Continue to act like a leader   Over $214 this flies… https://t.co/aXlUAPC505

**5.** ⚪ `neutral ` [@crux_capital_](https://x.com/crux_capital_/status/2054126181793042776) ✓  (34,889 followers · 👍45 🔁3 💬5)  
> If you like $CRDO and $SMTC   You'll probably like this company I found as well  https://t.co/pGjKMTVcpU

**6.** ⚪ `neutral ` [@oratnek_ill](https://x.com/oratnek_ill/status/2054021290898719210) ✓  (6,125 followers · 👍50 🔁3 💬3)  
> Portfolio 05/12  $AAOI $AXTI $BE $CIEN $CRCL $CRDO $CRWD $IONQ $LITE $LSCC $NBIS $NVTS $RKLB $SNDK $VIAV $VRT $VSAT $WDC  New : IONQ Trim : LITE, NVTS Out : TTMI, WULF  I took a position in IONQ yesterday, but I've started gradually raising cash.  $QQQ's ATR% from 50SMA has fi...

**7.** ⚪ `neutral ` [@Chartradamus](https://x.com/Chartradamus/status/2054211921554137442) ✓  (5,296 followers · 👍30 🔁0 💬2)  
> Lots of great opportunities to add brewing in the event we maintain downside as I discussed earlier this morning.  $ANET $CLS $MRVL $CRDO $QCOM  $NBIS $CRWV $CIFR $WULF  $ASTS $RKLB $ONDS $KRKNF $MP  $OUST $AMPX $PENG  $RDDT $APP $LMND $CLBT $PLTR $NOW  $SOFI $SEZL  $FSLR $TE ...

**8.** ⚪ `neutral ` [@SteveUrkelDude](https://x.com/SteveUrkelDude/status/2054381458106851422) ✓  (44,932 followers · 👍12 🔁0 💬3)  
> MASSIVE Update just dropped, covering:  $SPY $QQQ $IWM #Bitcoin #Ethereum #Gold &amp; #Silver $TSLA $META $NVDA $GOOGL $MSFT $MU $AMZN $LEU $OKLO $ORCL $RDDT $CRDO $CRWV $NBIS $IRDM $RKLB $ASTS $ONDS $HOOD $PLTR $BMNR $MSTR $GLXY $IREN $CIFR $WULF &amp; $COIN  Prepared, ready ...

**9.** ⚪ `neutral ` [@oratnek_ill](https://x.com/oratnek_ill/status/2054015238266335515) ✓  (6,125 followers · 👍17 🔁2 💬0)  
> Today's Watchlist 05/12/2026 (Sorted by Hybrid RS)  LL-HL Structure 1st Pivot $ALAB $SWKS $AESI $TTI $ADEA $SM $HL  LL-HL Structure 2nd Pivot $CRDO $AAOI $LITE $COHR $TSEM $AEHR $PLUG $BKSY $SKYT $PRM $RELY $SOLS $PL $QUBT $ASST $BW $HYMC $PLTK  LL-HL Structure Trend Line Brea...

**10.** ⚪ `neutral ` [@oratnek_ill](https://x.com/oratnek_ill/status/2054014068642705601) ✓  (6,125 followers · 👍17 🔁1 💬0)  
> Watchlist Tracker 05/12/2026  Stage-progressing tickers  $PLUG $AEHR $COHR $LITE $QUBT $BKSY $BW $CRDO $RELY https://t.co/WPx1R6MrLE

**11.** 🟢 `bullish ` [@davey_juice](https://x.com/davey_juice/status/2054216242571989206) ✓  (7,140 followers · 👍15 🔁0 💬1)  
> In 4 years and 4 months as a public company, $crdo has returned nearly 1,600%

**12.** ⚪ `neutral ` [@nanalyzetweets](https://x.com/nanalyzetweets/status/2054218569257468252) ✓  (7,212 followers · 👍8 🔁0 💬3)  
> 🚀I Ranked Every Popular Meme Stock Out There!🚀   From quantum hype machines to nuclear dreams and optical beasts - we used a modified version of the "Crazy/Hot" matrix to rank the most popular names out there today.  $RGTI $QBTS $OKLO $SMR $ASTS $IONQ $ONDS $HIMS $BE $CRDO $AA...

**13.** 🟢 `bullish ` [@stockedgeN](https://x.com/stockedgeN/status/2054038848292671932) ✓  (1,173 followers · 👍10 🔁2 💬0)  
> Connectivity and rack solutions are the next memory.  You can have the most expensive parts in the world — GPU, CPU, HBM — but the system only optimizes around the slowest link. The choke point has moved.  This is the next leg.  My Bull Case: $CRDO $300 \| $ALAB $400 \| $CLS $...

**14.** 🔴 `bearish ` [@KairosPraxis](https://x.com/KairosPraxis/status/2054268304907293163)    (4,541 followers · 👍7 🔁0 💬2)  
> Looks like I'm not the only idiot who sold his $CRDO shares prematurely 🤭 https://t.co/CK7nxBn2Qz

**15.** 🟢 `bullish ` [@Temple_Eight](https://x.com/Temple_Eight/status/2054006403430543422) ✓  (3,702 followers · 👍10 🔁0 💬0)  
> $CRDO is closing in on my $250 price target. https://t.co/qYmLi3JL9F

**16.** 🟢 `bullish ` [@RosannaInvests](https://x.com/RosannaInvests/status/2054007255214019018) ✓  (22,755 followers · 👍6 🔁0 💬1)  
> @Midnight_Captl @MajorOcelot45 Long $CRDO 👍

**17.** ⚪ `neutral ` [@SimpleStocks_](https://x.com/SimpleStocks_/status/2053975067424694587) ✓  (7,120 followers · 👍4 🔁1 💬1)  
> even the Russell 2000 $IWM $RUT which has nothing more than 1% piece of the pie is now hijacked by a few dozen mega movers like $BE $CRDO etc. https://t.co/KW47UFq9VJ

**18.** 🔴 `bearish ` [@RemoteNavigator](https://x.com/RemoteNavigator/status/2054305065952006591) ✓  (8,925 followers · 👍8 🔁0 💬0)  
> Rough day out there today, but a nice reversal into the close.   Winners: 🟢 $DGXX +12.9% 🟢 $NRGV +5.6%  Losers: 🔴 $ASTS -11.6% (after earnings) 🔴 $QCOM -11.5% (biggest single day drop in 5+ years) 🔴 $CRDO -5.5% (recovered from -12.5% earlier in the day)

**19.** 🟢 `bullish ` [@LanceDavid123](https://x.com/LanceDavid123/status/2054024571058114962) ✓  (2,312 followers · 👍4 🔁0 💬1)  
> Some new longs today in $VICR and $CRDO. https://t.co/aem7JxhtYw

**20.** ⚪ `neutral ` [@RealHeel80](https://x.com/RealHeel80/status/2054229139205341563) ✓  (1,496 followers · 👍1 🔁0 💬1)  
> $CRDO D...Took this off for a small win, I'm watching it here on this 10-dEMA shake. Have cash from this and from SOL exit. https://t.co/7eFdZOKBOo


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## 🐦 $MU — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +1.00) · 🟡 **medium confidence** (9 directional posts)

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

**Influencer share:** 47% (accounts > 10K followers) · **Retail share:** 32% (< 2K) · **Rocket emoji rate:** 5%

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

**1.** 🟢 `bullish ` [@WheelieInvestor](https://x.com/WheelieInvestor/status/2054379824668688701) ✓  (15,685 followers · 👍77 🔁7 💬9)  
> Expect a big day for $MU tomorrow  SK Hynix up 3% and trending up  Don't let them shake you out https://t.co/Z6gsQ74b9J

**2.** ⚪ `neutral ` [@Gubloinvestor](https://x.com/Gubloinvestor/status/2054377496464785698) ✓  (32,869 followers · 👍18 🔁1 💬3)  
> $MU $SNDK holders like  🤣 https://t.co/qgzKviGmoH

**3.** ⚪ `neutral ` [@SteveUrkelDude](https://x.com/SteveUrkelDude/status/2054381458106851422) ✓  (44,932 followers · 👍12 🔁0 💬3)  
> MASSIVE Update just dropped, covering:  $SPY $QQQ $IWM #Bitcoin #Ethereum #Gold &amp; #Silver $TSLA $META $NVDA $GOOGL $MSFT $MU $AMZN $LEU $OKLO $ORCL $RDDT $CRDO $CRWV $NBIS $IRDM $RKLB $ASTS $ONDS $HOOD $PLTR $BMNR $MSTR $GLXY $IREN $CIFR $WULF &amp; $COIN  Prepared, ready ...

**4.** ⚪ `neutral ` [@BoxTraderVK](https://x.com/BoxTraderVK/status/2054383828916170950) ✓  (8,345 followers · 👍16 🔁0 💬1)  
> FOCUS Tomorrow  $FLY $HYMC $SOLS -  $BLMN  $NBIS $HUT  $PENG $AIP  Secondary  $AAOI  $AUR $NAVN $TTMI $MU  $TGTX

**5.** ⚪ `neutral ` [@szaman](https://x.com/szaman/status/2054377972879040982) ✓  (68,726 followers · 👍7 🔁1 💬2)  
> $SMH 8 EMA bounce on the dot . Heavy volume though. Short term line in the sand for semiconductor stocks. $amd $nvda $mu $qcom . https://t.co/y5f68oXoio

**6.** 🟢 `bullish ` [@seer_xyz](https://x.com/seer_xyz/status/2054376347250602035) ✓  (3,112 followers · 👍12 🔁0 💬1)  
> SK Hynix up 3%, Samsung about to go on strike putting even more pressure on the memory supply. $SNDK $MU $WDC $DRAM https://t.co/dAkYmEvzYa

**7.** 🟢 `bullish ` [@joealertz](https://x.com/joealertz/status/2054383733684183454) ✓  (69,850 followers · 👍10 🔁0 💬0)  
> $SNDK $MU Going up overnight, $MRAM should go nuts soon.. only $1 Billion market cap now… $MU is almost a trillion market cap 🚀🚀

**8.** ⚪ `neutral ` [@Leootrades](https://x.com/Leootrades/status/2054385814985900118) ✓  (524 followers · 👍8 🔁0 💬0)  
> Trade plan done for tmrw. Ready to get paid $MU $NVDA $SPY

**9.** ⚪ `neutral ` [@PrimeTrading_](https://x.com/PrimeTrading_/status/2054385424710148188) ✓  (30,360 followers · 👍5 🔁1 💬0)  
> Liquid Leaders Scan sorted by RS Rank.  $AXTI, $SNDK, $BE, $WDC, $LITE, $VSAT, $STX, $MU, $CIEN, $MRAM, $MXL, $PL, $HUT, $INTC, $AEHR, $APLD, $DOCN, $AAOI, $AMD, $FLEX   By @TradersLab_ https://t.co/7Adm2sGMbs

**10.** 🟢 `bullish ` [@spluscollective](https://x.com/spluscollective/status/2054382736631312766) ✓  (11,672 followers · 👍7 🔁0 💬0)  
> Scarcity is the most powerful catalyst in market history.  Think about why $NVDA ran from $20 to $220. It was a global supply constraint. Then came $SNDK and $MU. The tickers changed but the mechanics were the same.   When the world needs a specific technology and only a few c...

**11.** ⚪ `neutral ` [@NitranTrades](https://x.com/NitranTrades/status/2054377324083020134) ✓  (717 followers · 👍3 🔁0 💬1)  
> Posted charts and targets lately on my feeds.   Do check them out.   $MU $TSLA  $QS  $QCOM  $APLD \| $CRWV \| $IREN $OSCR \| $UNH $COIN \| $CRCL $MSFT \| $ORCL \| $APP   So many more A+ charts have been posted, and rotation theme and sector have been added to the watchlists as...

**12.** 🟢 `bullish ` [@MaxCarozza](https://x.com/MaxCarozza/status/2054376231873745342) ✓  (5,190 followers · 👍2 🔁0 💬1)  
> ITS HAMMER TIME 🔨 $MU   My favorite signal https://t.co/VaaRBEnemt

**13.** 🟢 `bullish ` [@ALex28943](https://x.com/ALex28943/status/2054381362002477249)    (860 followers · 👍1 🔁0 💬1)  
> @TraderJonesy $TSLA $NVDA $MU $META $GE all the bigs in China 🇨🇳  she’s gonna rip

**14.** 🟢 `bullish ` [@ALex28943](https://x.com/ALex28943/status/2054379008444289510)    (860 followers · 👍1 🔁0 💬1)  
> $TSLA $NVDA $MU $GE $META I mean c’mon….all the big boys in defense, AI, semiconductors, memory all together in China with Trump? https://t.co/p69IaZZJxc

**15.** ⚪ `neutral ` [@loganallec](https://x.com/loganallec/status/2054377668377010449) ✓  (5,551 followers · 👍4 🔁0 💬0)  
> not me buying my sister $50 worth of $MU in a joint account back in 2015 and just remembering it right now 🫣 https://t.co/XwZtTDHbKg

**16.** 🟢 `bullish ` [@Spybef0rey0ubuy](https://x.com/Spybef0rey0ubuy/status/2054380113521684531) ✓  (1,566 followers · 👍3 🔁0 💬0)  
> @WheelieInvestor $MU is way oversold after the Korea news. Weak hands out, smart money in.

**17.** 🗑️ `spam    ` [@BillBrooklyn10](https://x.com/BillBrooklyn10/status/2054388710754644021) ✓  (980 followers · 👍2 🔁0 💬0)  
> Past few weeks, massive wealth has been emerging… I successfully predicted the bottoms of the following stocks:  $INTC, rising from $41 to over $120  $MU, rising from $312 to over $766  $TSLA, rising from $338 to over $433  $NVDA, rising from $165 to over $220  $AMD, rising fr...

**18.** ⚪ `neutral ` [@Gudloinvestor](https://x.com/Gudloinvestor/status/2054385210536362475)    (21,402 followers · 👍2 🔁0 💬0)  
> $MU $SNDK holders like  🤣 https://t.co/pIbABE5uKP

**19.** 🟢 `bullish ` [@RealSimpleAriel](https://x.com/RealSimpleAriel/status/2054378058245669366) ✓  (50,972 followers · 👍2 🔁0 💬0)  
> @801010athlete Seems likely to me. I love that it paused today! $MU $1000

**20.** ⚪ `neutral ` [@AIEquities](https://x.com/AIEquities/status/2054387272187822120) ✓  (633 followers · 👍1 🔁0 💬0)  
> >space $RKLB $ASTS $FLY >data centre $CRWV $NBIS $WULF >photonics $AAOI $LITE >drone/defense $AVAV $ONDS >memory $MU $DRAM $SNDK >nuclear $OKLO $LEU >crypto bitcoin:native  >robotics $TSLA $SERV  the themes are blatantly obvious. don't overthink it. look for good entries on re...


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## 🐦 $LRCX — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.45) · ✅ **high confidence** (11 directional posts)

**Distribution** (20 posts):  🟢 8 bullish · ⚪ 9 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered

**Influencer share:** 25% (accounts > 10K followers) · **Retail share:** 30% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** 🟢 `bullish ` [@pepemoonboy](https://x.com/pepemoonboy/status/2053968642069438596) ✓  (61,003 followers · 👍150 🔁10 💬12)  
> WE KEEP GOING UP!  My AI focused portfolio is officially up $52k…an insane 61% gain since creating the portfolio 67 days ago.  On Friday I added small positions in $DRAM and $LRCX.  The full portfolio now consists of:  $FLEX  $AMKR   $PLAB  $ASX  $FN  $CLS  $ONTO  $LRCX   $DRA...

**2.** ⚪ `neutral ` [@TheETFTracker](https://x.com/TheETFTracker/status/2053862264407478506) ✓  (49,587 followers · 👍36 🔁4 💬3)  
> Here is every stock you get access to when you invest in the Wedbush LAFFER\|TENGLER New Era Value ETF $TGLR:  Lam Research $LRCX 6.03% weighting Broadcom $AVGO 5.26% American Express $AXP 4.83% Goldman Sachs $GS 4.64% Google $GOOGL 4.63% Walmart $WMT 4.49% JPMorgan Chase $JPM...

**3.** ⚪ `neutral ` [@equitydd](https://x.com/equitydd/status/2053995286004162753) ✓  (7,717 followers · 👍28 🔁7 💬1)  
> Leading TECH stocks - a revisit   $NVDA $TSM $AVGO $ASML $MU $AMD $LRCX $AMAT $INTC $KLAC $GLW $SNDK $WDC $MRVL $STX $CIEN $MPWR $LITE $COHR $TER $UI $KEYS $CLS $NBIS $FN $AMKR $TTMI $AAOI $VIAV $FORM $VICR $KLIC $AXTI $UCTT $AEHR $ICHR $COHU $MXL $FLEX https://t.co/mWJI7HrD1K

**4.** ⚪ `neutral ` [@lesse_jivermore](https://x.com/lesse_jivermore/status/2054160732288409822) ✓  (4,634 followers · 👍28 🔁4 💬2)  
> $MU 1,500% $ORCL 1,800% $DELL 1,400% $LRCX 1,700%  No, these aren't AI-era returns.  These were the moves these stocks made between 1990-1994, before the internet bubble.  Few people realize there was already a massive computing and telecom infrastructure buildout throughout t...

**5.** ⚪ `neutral ` [@atollo](https://x.com/atollo/status/2053930141181419522) ✓  (1,284 followers · 👍13 🔁7 💬0)  
> THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS  • Best  (50%+) \| $NVDA, $TSM • Elite (40–49%) \| $MU, $ANET, $KLAC, $AVGO, $SNDK • Strong (30–39%) \| $ASML, $LRCX, $WDC, $CRDO • Solid (15–29%) \| $CDNS, $AMAT, $ALAB, $ARM, $MRVL • Low margin (Below 15%) \| $AMD, $COHR, $LITE, $O...

**6.** 🟢 `bullish ` [@BoxTraderVK](https://x.com/BoxTraderVK/status/2054045325158211842) ✓  (8,345 followers · 👍23 🔁0 💬1)  
> $LRCX   IF semis are strong, this beast is not going to sit on sidelines  FOCUS name https://t.co/FautFY9Hnk

**7.** ⚪ `neutral ` [@illyquid](https://x.com/illyquid/status/2054011264800792958) ✓  (16,201 followers · 👍22 🔁0 💬0)  
> UMS Integration reported earnings yesterday. $lrcx and $amat working their supplier harder.   https://t.co/edG3MYXObH https://t.co/dG4bRfZWrZ

**8.** 🔴 `bearish ` [@norveclifinance](https://x.com/norveclifinance/status/2053866888590213143) ✓  (3,836 followers · 👍16 🔁1 💬1)  
> If you are buying AI stocks at these levels, remember this:  You may become the next Newton.  Even Isaac Newton lost a fortune chasing a bubble at the top.  History repeats. Greed never changes.  $NVDA $AMD $MU $CRDO $AVGO $TSM $ASML $AMAT $LRCX $KLAC $SMCI $MSFT $META $GOOGL ...

**9.** 🟢 `bullish ` [@StockXSoldier](https://x.com/StockXSoldier/status/2054301711377084446) ✓  (816 followers · 👍4 🔁1 💬1)  
> You're a millionaire in 2035. This is all you did (cheatsheet): Keep it extremely simple, boring and concentrated.  My favorite 10 plays: 1. $RKLB — rocket launch + space services 2. $AVGO — custom AI silicon + dividend 3. $PLTR — defense AI operating system 4. $LRCX — enablin...

**10.** 🟢 `bullish ` [@KeithTradeSmith](https://x.com/KeithTradeSmith/status/2053942471311114637) ✓  (4,006 followers · 👍6 🔁1 💬0)  
> $LRCX up 260% in a year. $RKLB up 441%. $WDC, $SNDK, $STX at all-time highs.  Semis, memory, space, mining all ripping. $BHP $RIO $TECK at new yearly highs.  $MCD and $SYK at new lows. Follow the strength.  #investing #stocks #AI

**11.** ⚪ `neutral ` [@raw_sunday](https://x.com/raw_sunday/status/2053957450420633864)    (2,448 followers · 👍2 🔁1 💬1)  
> Applied Materials $AMAT Cisco Systems $CSCO Texas Instruments $TXN Lam Research $LRCX Axt Inc $AXTI Datadog $DDOG Applied Digital $APLD Flextronics $FLEX Analog Devices $ADI Comfort Systems $FIX Vicor Corp $VICR Fortinet $FTNT Semtech Corp $SMTC Sitime Corp $SITM Planet Labs $PL

**12.** 🟢 `bullish ` [@CJsCalls](https://x.com/CJsCalls/status/2054346165957833075) ✓  (5,082 followers · 👍4 🔁0 💬0)  
> $LRCX Lam Research Corp. Daily 💾  Price continues to flag at ATH's printing a hammer off the 9/21 EMA cloud + small gap that was below  Nice look into the rest of the week

**13.** 🔴 `bearish ` [@JimDBenson](https://x.com/JimDBenson/status/2053857326138872094)    (1,107 followers · 👍2 🔁1 💬0)  
> @Mr_Derivatives Past 1.4month parabola..exhausted Demark Weekly❌rare sell  Unsustainable❌agr $soxl +360% was up 39 mil % agr $koru +320%...was up 21 mil % agr $mu +158% 337,000 % ... 3,370x $qcom +96%.... 36,000 % ... 360x $soxx +75...12k.. 120x  $lrcx +49...3k % ... 30x $nvda...

**14.** 🔴 `bearish ` [@realalexvieira](https://x.com/realalexvieira/status/2054222426473373857) ✓  (3,305 followers · 👍3 🔁0 💬0)  
> Alex Vieira downgrades semiconductors selling short $SOXX for $533 👇 after buying for $9, 100% VERIFIED &amp; TIMESTAMPED $INTC $AMD $SNDK $MU $TSLA $LRCX $QQQ $SPY https://t.co/n1LjKKOMHu

**15.** ⚪ `neutral ` [@jimmyinvest](https://x.com/jimmyinvest/status/2053881718533140762) ✓  (1,033 followers · 👍0 🔁0 💬1)  
> @JesseCohenInv 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 to $CAT, $ETN, and $GEV.  The concentration is actually even higher.

**16.** ⚪ `neutral ` [@Tickeron](https://x.com/Tickeron/status/2054249222095204512) ✓  (20,784 followers · 👍0 🔁1 💬0)  
> Why Is Camtek Ltd. ( $CAMT) Stock Down -15% Today? $NVMI $KLAC $AMAT $LRCX $RMBS $ASX $COHU $MTSI $TSM $ASKL https://t.co/KanoUZSQqc

**17.** 🟢 `bullish ` [@EmmanuelInvest](https://x.com/EmmanuelInvest/status/2053949728534974928) ✓  (1,663 followers · 👍0 🔁1 💬0)  
> All of these stocks hit NEW ALL-TIME HIGHS at some point today 👇  🧠 AI / Semis / Infrastructure leading again:  • Nvidia $NVDA • Micron $MU • Sandisk $SNDK • Intel $INTC • AMD $AMD • Qualcomm $QCOM • Lam Research $LRCX • Applied Materials $AMAT • Texas Instruments $TXN • Analo...

**18.** 🟢 `bullish ` [@MarcJacksonLA](https://x.com/MarcJacksonLA/status/2054336365828149413) ✓  (8,077 followers · 👍1 🔁0 💬0)  
> $LOW  -Citi upgrades Lowe's to Buy from Neutral $265 target - $LQDA  -HC Wainwright raises Liquidia  target to $67 from $55 Buy  -Wells Fargo raises target to $62 from $51 Overweight - $LRCX  -B. Riley raises Lam Research target to $375 from $350 Buy -

**19.** ⚪ `neutral ` [@Tickeron](https://x.com/Tickeron/status/2054274998848860413) ✓  (20,784 followers · 👍1 🔁0 💬0)  
> Why Is Navitas Semiconductor Corporation ( $NVTS) Stock Down -14% Today? $NVDA $AVGO $MU $AMD $LRCX $AMAT $QCOM $INTC $KLAC $TXN $ADI $MRVL https://t.co/68AskqN4aQ

**20.** 🟢 `bullish ` [@TWPivotOfficial](https://x.com/TWPivotOfficial/status/2054268816251666505) ✓  (591 followers · 👍1 🔁0 💬0)  
> $LRCX Buy alert at the lows!  💸 https://t.co/3i0kLQDeuh