# 🐦 Social Pulse Appendix — 2026-05-14

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 +0.85) · ✅ **high confidence** (13 directional posts)

**Distribution** (20 posts):  🟢 12 bullish · ⚪ 7 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered

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

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

**1.** 🟢 `bullish ` [@The_AI_Investor](https://x.com/The_AI_Investor/status/2054733473412497540) ✓  (77,328 followers · 👍26 🔁1 💬4)  
> This was my post at the bottom of the Iran war crash.  Well I didnt sell, but I also didnt use leverage.  $MU is more than 2x in just 1.5 months. https://t.co/aiQMk84dWi

**2.** ⚪ `neutral ` [@imnotharsh](https://x.com/imnotharsh/status/2054728658967777528) ✓  (4,023 followers · 👍21 🔁5 💬3)  
> The $INTC Intel and $MU Micron Partnership you didn't know about...  In case you don't know, Intel and Micron have a long-standing collaboration. Last year, they both teamed up to set new industry records on both the STAC-A2 and STAC-M3 benchmarks. These benchmarks are the gol...

**3.** ⚪ `neutral ` [@The_AI_Investor](https://x.com/The_AI_Investor/status/2054737675341770990) ✓  (77,328 followers · 👍12 🔁2 💬7)  
> What's your $MU price target ? Mine is quite conservative.  https://t.co/IWgMTFLXG1 https://t.co/ONEPgvQxOS

**4.** ⚪ `neutral ` [@_HalalTrader_](https://x.com/_HalalTrader_/status/2054733982693011627) ✓  (5,575 followers · 👍20 🔁1 💬5)  
> $MU The Samsung chart tells me the strikes will be resolved soon inshaAllah. https://t.co/UGTgtJ8lLh

**5.** 🟢 `bullish ` [@Jduntrades](https://x.com/Jduntrades/status/2054731818021040172) ✓  (140,463 followers · 👍22 🔁3 💬3)  
> $MU absolute nuke  $4,000 turned into $40,000 🔥   Completely forgot I bought this in one of my long term portfolios   I don’t know a ton about the company but liked the sector  What do yall think, take profit / some profit  or let it ride? https://t.co/gqzugG3L3Z

**6.** 🟢 `bullish ` [@cmsinvests](https://x.com/cmsinvests/status/2054747107542585693) ✓  (6,085 followers · 👍9 🔁0 💬2)  
> “Babe, guess who bought the $MU dip at $715?” https://t.co/HiLVdpigeB

**7.** 🟢 `bullish ` [@TheValueist](https://x.com/TheValueist/status/2054734245273206793) ✓  (30,051 followers · 👍4 🔁2 💬2)  
> Good video from $MS . As I've said countless times on this app: Intelligence is a Mountain Without a Top. Intelligence is the only product in human history where if the marginal cost were zero, demand would be infinite.  $NVDA $MU $SNDK $LITE   https://t.co/azukZtXOeD

**8.** ⚪ `neutral ` [@PrimeTrading_](https://x.com/PrimeTrading_/status/2054730189339246878) ✓  (30,376 followers · 👍9 🔁2 💬0)  
> Liquid Leaders Scan sorted by RS Rank.  $AXTI, $SNDK, $BE, $LITE, $WDC, $MU, $STX, $VSAT, $LWLG, $CIEN, $PL, $AAOI, $AEHR, $HUT, $TSEM, $APLD, $MXL, $INTC, $FLEX, $DOCN   By @TradersLab_ https://t.co/oYJm8U6CRP

**9.** ⚪ `neutral ` [@FerrosCapital](https://x.com/FerrosCapital/status/2054745981804065155) ✓  (3,144 followers · 👍3 🔁2 💬0)  
> $DRAM consisting of 28% #SKHynix, 27% $MU and 20% #Samsung is most likely the easiest way on how to play into the current AI Memory bottleneck.  While Samsung burns massive CapEx to close the thermal yield gap and Micron executes perfectly but lacks sheer wafer volume, SK Hyni...

**10.** ⚪ `neutral ` [@0xParabolic_](https://x.com/0xParabolic_/status/2054728371100144058) ✓  (2,463 followers · 👍7 🔁0 💬0)  
> $KOPN &amp; $FABC ARE PARTNERED WITH 2 OF 5 OF THESE JUGGERNAUTS, WHO’S IT GOING TO BE ?!   $NVDA $AMD $INTC $MU SAMSUNG  Photonics solves AI’s biggest bottleneck, moving massive data faster, farther, and cooler than copper ever can.

**11.** 🟢 `bullish ` [@wallstreetsheet](https://x.com/wallstreetsheet/status/2054733623648018608) ✓  (780 followers · 👍2 🔁2 💬0)  
> 𝗠𝗜𝗖𝗥𝗢𝗡 𝗥𝗜𝗦𝗘𝗦 𝟴𝟲𝟯% 𝗜𝗡 𝟯𝟲𝟱 𝗗𝗔𝗬𝗦 Micron $MU has risen over 860% in 1 year. This is the Ai craze.   Where does it end? https://t.co/DMfLhS5L6n

**12.** 🟢 `bullish ` [@stockmindsweb](https://x.com/stockmindsweb/status/2054751286856458412) ✓  (570 followers · 👍1 🔁0 💬1)  
> @Investinc_Intel I'd kick $HIMS and add $MU

**13.** ⚪ `neutral ` [@jacobiinvest](https://x.com/jacobiinvest/status/2054746779111801016) ✓  (846 followers · 👍1 🔁0 💬1)  
> Back to this. Had my best day ever in the market money wise.   Went out tonight to watch the @mnwild vs. @Avalanche game and spent 46 dollars and I feel like that I spent too much money.  Is this a normal feeling?   $NBIS $CLOV $MU $GOOGL $META

**14.** 🟢 `bullish ` [@htownastro](https://x.com/htownastro/status/2054741159021298126) ✓  (712 followers · 👍1 🔁0 💬1)  
> @SteveUrkelDude $MU wants $1,000

**15.** 🟢 `bullish ` [@Brownmoose](https://x.com/Brownmoose/status/2054730963150663864) ✓  (13,863 followers · 👍0 🔁0 💬1)  
> @heavyhitter2112 Yup , $MU would have give you 10% in a day 😆

**16.** 🟢 `bullish ` [@_HalalTrader_](https://x.com/_HalalTrader_/status/2054749359862919481) ✓  (5,575 followers · 👍2 🔁0 💬0)  
> @JP_2k9 $MU is better imo.

**17.** 🔴 `bearish ` [@HeadedNine](https://x.com/HeadedNine/status/2054747831928504347) ✓  (2,256 followers · 👍2 🔁0 💬0)  
> Bad trade selling $MU triggering capital gains to buy back at the same price one day later. Thought I could avoid a fast parabolic flush and then get back in but the pattern was negated in a single candle. Happily got $dram adds on the quick pullback though so all cool.

**18.** 🟢 `bullish ` [@BlockFlow_News](https://x.com/BlockFlow_News/status/2054747338095358257) ✓  (4,113 followers · 👍2 🔁0 💬0)  
> May 14 KOL Sentiment Snapshot  Crypto sentiment: 100% bullish across 4 views from 3 authors.  > $LINK - 2 mentions, both bullish > $BTC - 1 mention, bullish > $JTO - 1 mention, bullish  Traditional markets mirrored the optimism: 10 views from 5 authors, all bullish.  > $MU  (M...

**19.** 🟢 `bullish ` [@masayoshisson](https://x.com/masayoshisson/status/2054744465663746532) ✓  (615 followers · 👍2 🔁0 💬0)  
> tick tock  $mu to $3000  “it’s only trading 5x pe”  morons

**20.** 🟢 `bullish ` [@Ace_All_In](https://x.com/Ace_All_In/status/2054735877784621545) ✓  (3,112 followers · 👍2 🔁0 💬0)  
> $MU is my biggest position as of today.  I’m extremely bullish on AI, and while the market cap may scare a lot of people, I still believe a company of this quality remains undervalued.  AI will eventually figure out ways to use memory more efficiently, but for now, demand is n...


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## 🐦 $LRCX — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.80) · ✅ **high confidence** (10 directional posts)

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

**Influencer share:** 30% (accounts > 10K followers) · **Retail share:** 10% (< 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) ✓  (61,050 followers · 👍153 🔁10 💬14)  
> 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 ` [@lesse_jivermore](https://x.com/lesse_jivermore/status/2054160732288409822) ✓  (4,637 followers · 👍35 🔁5 💬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...

**3.** ⚪ `neutral ` [@equitydd](https://x.com/equitydd/status/2053995286004162753) ✓  (7,814 followers · 👍31 🔁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.** 🟢 `bullish ` [@BoxTraderVK](https://x.com/BoxTraderVK/status/2054045325158211842) ✓  (8,359 followers · 👍24 🔁0 💬2)  
> $LRCX   IF semis are strong, this beast is not going to sit on sidelines  FOCUS name https://t.co/FautFY9Hnk

**5.** 🟢 `bullish ` [@MarketMaestro1](https://x.com/MarketMaestro1/status/2054531993799434418) ✓  (45,409 followers · 👍19 🔁1 💬1)  
> Yesterday, institutions bought the dip 👇 $SPY $QQQ $GOOGL $MSFT  $AAPL $IONQ $TER $AVGO $LRCX https://t.co/PsmCz7z2lj

**6.** ⚪ `neutral ` [@illyquid](https://x.com/illyquid/status/2054011264800792958) ✓  (16,213 followers · 👍24 🔁0 💬0)  
> UMS Integration reported earnings yesterday. $lrcx and $amat working their supplier harder.   https://t.co/edG3MYXObH https://t.co/dG4bRfZWrZ

**7.** ⚪ `neutral ` [@SteveDJacobs](https://x.com/SteveDJacobs/status/2054684584936165767) ✓  (12,657 followers · 👍9 🔁1 💬2)  
> 💧📈 Liquid Leader Stock Scan: Price Structure 📉   120 stocks* grouped into columns based on the price structure of key moving averages at close  Backtest : $LITE $CRCL Scan 1: $ASML $ORCL $CIFR $AAL $MARA $KLAC $FN Scan 2: (None) Scan 3: $LRCX $TSM Scan 4: $ETN $RDDT  Green fon...

**8.** ⚪ `neutral ` [@P123Finance](https://x.com/P123Finance/status/2054658847860502955) ✓  (3,411 followers · 👍8 🔁2 💬1)  
> The chip rally is not just AI hype.  We calculated Aggregate FCF TTM across this hardware infrastructure basket:  $SNDK $BE $LITE $WDC $MU $STX $CIEN $INTC $NVDA $AMD $LRCX $VRT $TER $TXN $ADI $ON $TSM $MRVL $ARM  Since 2023, aggregate cash flow has surged to new highs.  Portf...

**9.** ⚪ `neutral ` [@OptionsWithRyan](https://x.com/OptionsWithRyan/status/2054746028176543991) ✓  (7,771 followers · 👍8 🔁0 💬2)  
> $NVDA $COHR $CLS $LRCX $QQQ $SPY $VIX Update. $37k LEAPS Position https://t.co/2uWWAPqZkt

**10.** 🔴 `bearish ` [@LowAlphaHighVol](https://x.com/LowAlphaHighVol/status/2054558913018892657)    (4,581 followers · 👍13 🔁0 💬0)  
> CloudAlpha Q1 13F: Liquidated $NVDA, $AVGO, $TSM, $ASML, $AMAT, $LRCX. Bought puts on top. Long $LITE, $COHR (new), $MOD (new), $GLW (new), $MTSI, $AAOI, $MRVL. $MSFT calls. Long AI picks-and-shovels, short compute.

**11.** 🟢 `bullish ` [@CJsCalls](https://x.com/CJsCalls/status/2054346165957833075) ✓  (5,086 followers · 👍6 🔁1 💬1)  
> $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

**12.** 🟢 `bullish ` [@angrybear168](https://x.com/angrybear168/status/2054397359988293694) ✓  (3,364 followers · 👍3 🔁0 💬2)  
> Screen Holdings will be reporting after the close today, stellar numbers will be a boon for the wafer cleaning sector.  $AMAT  (Applied Materials) and $LRCX  (Lam Research): Dominant global WFE leaders (etch, deposition, clean). Japanese peers are watched as early indicators o...

**13.** 🟢 `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...

**14.** ⚪ `neutral ` [@DrStoxx](https://x.com/DrStoxx/status/2054623171085525498) ✓  (21,671 followers · 👍1 🔁0 💬2)  
> $LRCX TESTING TOP OF BASE. https://t.co/VICy6FVIXS

**15.** ⚪ `neutral ` [@raw_sunday](https://x.com/raw_sunday/status/2053957450420633864)    (2,454 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

**16.** 🟢 `bullish ` [@thesetupfactory](https://x.com/thesetupfactory/status/2054448485588480496) ✓  (4,246 followers · 👍3 🔁1 💬0)  
> $LRCX  All stocks on TSF - analytics, around 5000, are categorized into leading, weakening, improving or lagging against their own theme.  By calculating rate of change of the stocks RS compared to prior weeks.  This gives you a completely unique lens into how the stock is per...

**17.** 🟢 `bullish ` [@MarcJacksonLA](https://x.com/MarcJacksonLA/status/2054336365828149413) ✓  (8,093 followers · 👍3 🔁1 💬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 -

**18.** 🟢 `bullish ` [@_charan_04](https://x.com/_charan_04/status/2054646058882338882) ✓  (1,133 followers · 👍4 🔁0 💬0)  
> $LRCX flagging under 298 level  -breaching 298 is 315 next https://t.co/ICPa72aIBM

**19.** ⚪ `neutral ` [@IHLDEVERYTHING](https://x.com/IHLDEVERYTHING/status/2054643557588172981)    (12,081 followers · 👍1 🔁0 💬1)  
> AI chips are becoming one of the most important battlegrounds in the market to secure compute power and next-gen processing capabilities.  $NVDA $AMD $AVGO $MRVL $ARM $TSM $ASML $QCOM $MU $INTC $SMCI $ANET $AMAT $LRCX $KLAC $GFS $ON $NXPI $ADI $MCHP $WOLF $CDNS $SNPS $TER $ENTG

**20.** ⚪ `neutral ` [@CJsCalls](https://x.com/CJsCalls/status/2054707965605576939) ✓  (5,086 followers · 👍3 🔁0 💬0)  
> No charts tonight friends -  15 charts + updates were posted last night including:  $SPY $QQQ $IWM $BTC $MAGS $IGV $MSFT $COIN $LRCX $TSM $AVGO $NXE $LITE $OKLO $APLD  I am busy at scanning for new ideas tonight!


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## 🐦 $HBM — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +1.00) · ✅ **high confidence** (16 directional posts)

**Distribution** (20 posts):  🟢 16 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered

**Influencer share:** 60% (accounts > 10K followers) · **Retail share:** 0% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** 🟢 `bullish ` [@RealJGBanks](https://x.com/RealJGBanks/status/2054279427543257214) ✓  (221,857 followers · 👍559 🔁159 💬37)  
> 🚨COPPER IS BREAKING OUT  This metal is a forgotten bottleneck of AI.   NAMES THAT CAN RUN:  Copper Giants: $FCX $SCCO $TECK  Copper Growth: $HBM $ERO $LUNMF  Next-Gen Copper: $IVPAF $NGEX $FILO  High Beta Copper: $TGB $TRQ $CSCCF  Copper ETF: $COPX https://t.co/CU8hYqOo2e

**2.** 🟢 `bullish ` [@RealSimpleAriel](https://x.com/RealSimpleAriel/status/2054273317943521445) ✓  (51,058 followers · 👍165 🔁10 💬19)  
> It's the metal miners which are really starting to look great. $SCCO $HBM $ERO $FCX $NEM $B $CENX $AA.  Copper leading. $HG_F

**3.** 🟢 `bullish ` [@RealSimpleAriel](https://x.com/RealSimpleAriel/status/2054301015483220032) ✓  (51,058 followers · 👍170 🔁5 💬13)  
> 5/12/2026 Daily Recap: Bears land a light jab.  - After historic extensions yesterday in $QQQ $XLK and $SMH we finally saw the market lead lower by the Nasdaq.  - Industrial metals are starting to come alive with the metal miners. Copper clearly leading the way $SCCO $HBM $FCX...

**4.** 🟢 `bullish ` [@vulturetrades](https://x.com/vulturetrades/status/2054269445854412946) ✓  (162,580 followers · 👍50 🔁12 💬32)  
> 500% Potential 🚨  $HBM 30 Call 6/18 at 1.05

**5.** 🟢 `bullish ` [@vulturetrades](https://x.com/vulturetrades/status/2054269548983951363) ✓  (162,580 followers · 👍20 🔁10 💬37)  
> $HBM don’t miss it

**6.** 🟢 `bullish ` [@ArrakisGlobal](https://x.com/ArrakisGlobal/status/2053422468786766048)    (8,451 followers · 👍118 🔁11 💬2)  
> $HBM The easiest copper name to own … trades on US exchange, mostly NA assets, liquid, offers prod growth + pure play CU.   This takes out January highs  Disc. Long https://t.co/HNuAUf7Cya

**7.** 🟢 `bullish ` [@vulturetrades](https://x.com/vulturetrades/status/2054269324693557755) ✓  (162,580 followers · 👍11 🔁12 💬31)  
> High Confidence 🚨  $HBM 30 Call 6/18 at 1.05

**8.** 🟢 `bullish ` [@vulturetrades](https://x.com/vulturetrades/status/2054586984845189588) ✓  (162,580 followers · 👍11 🔁4 💬35)  
> $HBM 1.40 from 1.05 these are moving nicely https://t.co/OvWRwzX2uU

**9.** 🟢 `bullish ` [@vulturetrades](https://x.com/vulturetrades/status/2054269254887759894) ✓  (162,580 followers · 👍9 🔁11 💬29)  
> $HBM 30 Call 6/18 at 1.05 🚨

**10.** 🟢 `bullish ` [@ConnorJBates_](https://x.com/ConnorJBates_/status/2054255031298236807) ✓  (52,729 followers · 👍67 🔁9 💬6)  
> Nice RS on Copper /HG   $ERO $SCCO $HBM $COPX $FCX https://t.co/XDsoPiUcne

**11.** ⚪ `neutral ` [@jtourzan](https://x.com/jtourzan/status/2054282492014919927) ✓  (5,782 followers · 👍31 🔁0 💬17)  
> What do I panic buy? $mari.to $cs.to $hbm $teck $ffx.to so far

**12.** ⚪ `neutral ` [@SteveDJacobs](https://x.com/SteveDJacobs/status/2053391888367952029) ✓  (12,657 followers · 👍31 🔁3 💬1)  
> 📈Stock Stage Analysis For Swing Traders 📉 (+$1B Cap &amp; +$50M D$V)   Watchlist 👀  $COHR $ALB $IONQ $HBM $TEX $WRBY $RNG $DK https://t.co/eRkAoNr5Dc

**13.** 🟢 `bullish ` [@CEOTechnician](https://x.com/CEOTechnician/status/2053931089324814515) ✓  (21,438 followers · 👍21 🔁3 💬1)  
> I just published an article on copper on @OrestocksNews check it out!  The Market May Still Be Underestimating How High Copper Has To Rally https://t.co/JtWi2j1Rj1 $BHP $COPX $FCX $HBM  $SCCO  $TLO.TO

**14.** 🟢 `bullish ` [@OwenCarter_k](https://x.com/OwenCarter_k/status/2054575621234213028) ✓  (3,843 followers · 👍11 🔁4 💬1)  
> Continue to hold $HBM. This is not a short-term trade.

**15.** ⚪ `neutral ` [@SingularityRes](https://x.com/SingularityRes/status/2054285503097442685) ✓  (17,553 followers · 👍12 🔁0 💬2)  
> I’m sure someone bought this stock after hearing High Bandwidth Memory is in short supply and did really well $HBM https://t.co/WhlGrQWvN1

**16.** 🟢 `bullish ` [@OwenCarter_k](https://x.com/OwenCarter_k/status/2054472458015477850) ✓  (3,843 followers · 👍9 🔁3 💬0)  
> Congratulations to everyone who followed the trading plan and bought $HBM on May 11!  We are currently up 9%. Please continue to hold and monitor the position. This is not a short-term trade.  To my group members: Please stop asking me when I will sell. I will notify everyone ...

**17.** 🟢 `bullish ` [@NirAoo7](https://x.com/NirAoo7/status/2054291210559455731) ✓  (5,947 followers · 👍11 🔁2 💬0)  
> Liquid stocks in Stage 2 &amp; 2A that closed w/ DCR&gt;80% and UP on the day +4%  *DCR = Daily Closing Range * always check earnings date for interested tickers * ** sorted by: %change from open:   $MRAM $OSCR $WOLF $HBM $ALM $HUM $HUT $CNC $WFRD $FCEL $CF

**18.** ⚪ `neutral ` [@oratnek_ill](https://x.com/oratnek_ill/status/2054391246249148425) ✓  (6,128 followers · 👍10 🔁2 💬0)  
> Today's Watchlist 05/13/2026 (Sorted by Hybrid RS)  LL-HL Structure 1st Pivot $KOS $PTEN $ERO  LL-HL Structure 2nd Pivot $HBM $TTI $VSTS $BAK $CF $SFM  LL-HL Structure Trend Line Break $LXU $NEXT $WEN $EQPT $PSN  21 EMA Structure $BKSY $ALB $NN $SATS $LAC $PL $BORR $NXT $ENPH ...

**19.** 🟢 `bullish ` [@SetYourStop](https://x.com/SetYourStop/status/2054603748752715974) ✓  (6,038 followers · 👍6 🔁1 💬1)  
> You're welcome $HBM $HBM.TO 🫡 https://t.co/Yoxk3B3EAM

**20.** 🟢 `bullish ` [@Victorlee359](https://x.com/Victorlee359/status/2053469199729557948) ✓  (6,860 followers · 👍6 🔁1 💬1)  
> AI Data Center Industry Chain: Which Upstream Segments Are the Most Supply-Constrained?  After analyzing the entire upstream supply chain, here are my current Top 3 most tight segments:  1. $SSD/ $HBM 2. $ABF+T-Glass 3.3.4-inch $InP Substrates  Using my supply-demand imbalance...
