Generated: 2026-05-16 02:37
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π΄π΄βͺβͺβͺ Lean bearish (score -0.11) Β· π‘ medium confidence (9 directional posts)
Distribution (16 posts): π’ 4 bullish Β· βͺ 7 neutral Β· π΄ 5 bearish Β· ποΈ 0 spam filtered
Influencer share: 12% (accounts > 10K followers) Β· Retail share: 50% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @sean_________ β (5,068 followers Β· π54 π5 π¬3)
> Citi on $INTC / $TSM & ABF: "ABF technology readiness is critical for EMIB-T Adoption β Given EMIB-Tβs design methodology, the readiness of the ABF substrate ecosystem for ultra-high-density routing, precise bridge embedding, and advanced power delivery is critical for EMIB-T ...
2. βͺ neutral @RosannaInvests β (22,866 followers Β· π10 π0 π¬0)
> All eyes on $TSM π
3. π΄ bearish @OwlWealthy β (3,194 followers Β· π2 π0 π¬1)
> Closed my last semi position this week - $TSM, and prior $AMD $AMAT $NVDA $MU - draw down for six months out, fully out. Hardware may keep growing. Iβm not calling the cycle. But peak investment potential in Phase I of AI super cycle is probably already in price. That not a b...
4. π΄ bearish @sleepingdogo (675 followers Β· π5 π0 π¬0)
> Underperforming CRAZIE CATHIE WOOD selling $AMD $TSM $TER to buy $CBRS today. Can't make this shit up... $ARKK $TSLA $TSLAQ #SpaceX #XAI @CathieDWood https://t.co/h5a8nh0LpK
5. βͺ neutral @OptimusDelta β (5,693 followers Β· π4 π0 π¬0)
> Good map but a few things don't make sense. The chip layer is mixing two different things. $NVDA , $TSM and $ASML are the big chips and tools that train AI in data centers. But humanoid robots can't carryg a data center around with them. They need small, low-power chips i...
6. π΄ bearish @qaasimilli (2,215 followers Β· π1 π0 π¬1)
> @TheLongInvest Reminds me of Buffet exiting $TSM way too early.
7. π’ bullish @MarcJacksonLA β (8,107 followers Β· π2 π1 π¬0)
> - -Bridgewater 13-F (3/31/26) -Top Buys $AMZN $TSM $MU $AVGO $NVDA -Top Sells $IVV $CRM $ADBE $BKNG $MA -Top Holdings $SPY $IVV $AMZN $NVDA $GOOGL --
8. βͺ neutral @Bone_Invest β (774 followers Β· π0 π0 π¬1)
> @Polymarket @grok what chip makers $TSM ?
9. βͺ neutral @E055Michel1842 β (1,436 followers Β· π0 π0 π¬1)
> @burrytracker @grok what is his latest position in $TSM and $nvda?
10. π’ bullish @HedgeFollow (2,289 followers Β· π3 π0 π¬0)
> π π₯ππ¬ πππππ’ 13π ππ¦ π’π¨π§ π Most Notable Portfolio Changes: π‘π²π πππ₯ππ ππππ: $TSM ππ±π±π²π± 50% πΊπΌπΏπ²: $CLS ππ’π¨ππππ position: $MRVL Heavily ππ’π’π¦π§ππ: $CRDO π¦π’ππ out: $ADBE Bridgewater is up 43.26% in the past 3 years. @RayDalio https://t.co/mrDzodE4S1
11. π΄ bearish @stocksprofesso β (1,114 followers Β· π2 π0 π¬0)
> Berkshire Hathaway $BRK.A has had some surprisingly bad βsell low / buy higherβ moves lately. $TSM Bought around ~$68-74 in 2022 Sold around ~$74-79 in early 2023 Now traded above ~$150 after the AI boom. $AAPL Trimmed heavily around ~$170-225 Then Apple kept making ATHs nea...
12. π’ bullish @RosannaInvests β (22,866 followers Β· π1 π0 π¬0)
> @TradexWhisperer Have you seen all the massive BULLISH Option Flow for $TSM ? π₯
13. βͺ neutral @MuzafferKal_ (1,675 followers Β· π0 π0 π¬0)
> Just as $GOOG is hoping to bypass $AVGO & Mediatek and become a direct customer of $TSM https://t.co/Zubyhn7utB
14. βͺ neutral @teshen8lin (1,543 followers Β· π0 π0 π¬0)
> Investors have to think about this issue seriously and vote for the right candidate in the future to ensure the safeguard of the Taiwan. $TSM $INTC
15. π’ bullish @noisetoalpha β (1,049 followers Β· π0 π0 π¬0)
> The market has already crowded into the obvious AI stack: $NVDA, $AVGO, $TSM, $MU, $SNDK, $INTC. But $AMD still feels under-owned relative to the size of the opportunity. If TSMC is aggressively expanding 2nm capacity, that is not random. The real question is whether AMD c...
16. π΄ bearish @PiyDW (853 followers Β· π0 π0 π¬0)
> Berkshire sold $TSM almost right at the bottomed. & this mistake can't be forgiven
Sentiment: π’π’π’π’π’ Bullish (score +0.50) Β· β οΈ low confidence (4 directional posts)
Distribution (7 posts): π’ 3 bullish Β· βͺ 3 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 29% (accounts > 10K followers) Β· Retail share: 14% (< 2K) Β· Rocket emoji rate: 0%
1. π΄ bearish @TaPlot β (82,427 followers Β· π28 π1 π¬5)
> I didn't add to $FTI as it was already a good size position. Not good action so far. I picked up $IREN and $CRWV instead. that pushed me into margin this morning.
2. π’ bullish @100xCompounding β (5,232 followers Β· π13 π1 π¬0)
> $FTI $TDW $RIG TechnipFMC slides from 2017 to today. The momentum is driven by the new economics associated with offshore fields being preferred over onshore capex. In addition, the amount of natural gas/lng projects that are being done is substantial this was not happening...
3. π’ bullish @IBD_JArancibia (2,268 followers Β· π0 π0 π¬1)
> TechnipFMC $FTI said in its most recent earnings report that the company's order activity is strengthening enough that it's realistic to expect $10 billion in subsea orders this year. #EnergyStocks #stockmarket #StockoftheDay
4. βͺ neutral @AlissaCoram β (17,580 followers Β· π3 π0 π¬0)
> Stock Market Today with @AlissaCoram and @IBD_ECarson: Dow rises as AI leaders slump; Micron, GE Vernova, TechnipFMC in focus $MU $GEV $FTI https://t.co/Q0vy1maamq
5. βͺ neutral @curhatjambi (722 followers Β· π1 π0 π¬0)
> @yengals @EdgenTech Love seeing $QURE and $FTI getting simplified breakdowns! @EdgenTech always delivers π
6. π’ bullish @MarcJacksonLA β (8,107 followers Β· π0 π0 π¬0)
> $FSLY -Raymond James upgrades Fastly to Outperform from Market Perform $23 target - $FTAI -Morgan Stanley raises FTAI Aviation target to $319 from $293 Overweight - $FTI -Barclays raises TechnipFMC target to $87 from $70 Overweight - $FTNT -Susquehanna raises Fortinet targe...
7. βͺ neutral @Vmaxpax (5,247 followers Β· π0 π0 π¬0)
> @pennycheck @Noalgos Also $fti and couple other oil services
Sentiment: π’π’π’π’π’ Bullish (score +0.50) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 6 neutral Β· π΄ 3 bearish Β· ποΈ 2 spam filtered
Influencer share: 17% (accounts > 10K followers) Β· Retail share: 39% (< 2K) Β· Rocket emoji rate: 6%
1. π’ bullish @bluechipdaily β (112,157 followers Β· π38 π3 π¬3)
> My segment today with @cvpayne discussing why the memory stock boom has legs, optical, and a few other best ideas. $MU $CIEN $GS $LLY $SPY https://t.co/WugGwLAj7H
2. βͺ neutral @joedab12 β (4,800 followers Β· π31 π2 π¬4)
> $MU $DRAM I just wanted to congratulate the Micron and memory bears. Its been a hard fought battle. You finally did it. π€£π€£π€£ https://t.co/QMifXNJzIS
3. ποΈ spam @midascabal β (49,393 followers Β· π21 π0 π¬8)
> IVE BUILT AN APP TO FIND STOCKS LIKE $SNDK at $30, $SIVE at $1, and $MU at $90. With this strategy I already found: $NBIS at $20 $ONDS at $1 $RKLB at $16 This app will help everyone find 10x stocks in seconds. Only giving limited access at the start. Follow to try it out f...
4. βͺ neutral @MarcosMillaYT β (8,846 followers Β· π23 π0 π¬3)
> High Upside Plays NOT NAMED Micron $MU or $DRAM 1) Silver $SLV 2) Cooper $COPX 3) Bitcoin bitcoin:native $IBIT 4) Software $IGV 5) SpaceX IPO or Pre-IPO $NASA
5. π’ bullish @joedab12 β (4,800 followers Β· π23 π1 π¬2)
> SK Hynix also listing in US which will lift that name as well. Thats why $DRAM is such a good way to play memory. DRAM memory etf has big exposure to SKHynix and 5.5% in Kioxia. Same ETF manager as $MAGS which has a great reputation. I'll continue to be long $MU and $DRAM but ...
6. ποΈ spam @BillBrooklyn10 β (1,462 followers Β· π15 π7 π¬0)
> Iβm 60 years old and retired from JPMorgan. My monthly income is $105,000. Iβll only say it once. My May advice : $SNDK (SanDisk) β Donβt buy $LITE (Lumentum) β Donβt buy $META (Meta Platforms) β Donβt buy $TSLA (Tesla) β Buy at $413β$419 $MSFT (Microsoft) β Buy at $413β$418 ...
7. βͺ neutral @GencorpTrading β (1,999 followers Β· π11 π1 π¬1)
> $MU right at its 10sma after hours today Pretty weak close today but still somewhat holding up its past move and putting some higher lows Would really like to see a bounce into next week, maybe keep tightening for a couple more days until itβs ready for another leg https://t...
8. βͺ neutral @itsrishabh β (2,560 followers Β· π15 π0 π¬0)
> $MU at levels not seen since⦠Tuesday https://t.co/8JxBaXCQv3
9. π’ bullish @Craaazy1231 β (1,946 followers Β· π5 π0 π¬2)
> $MU A very impressive company. If rally continues, most likely will, this will probably hit $1000 in a very short amount of time. https://t.co/HfRznVVvru
10. π’ bullish @AnalysisOp (2,212 followers Β· π2 π0 π¬2)
> @StockMKTNewz dude added $MU and $SNDK π @LNG_Investor_
11. π΄ bearish @CXL_LAB β (4,590 followers Β· π5 π0 π¬0)
> BigTech β’ $NVDA + $AMD + $MU selloff on yields & no US-CN AI breakthrough β’ $BA China to buy 200 jets (up to 750) β’ $GE ~400 jet engines for Boeing deal β’ $FIG +13% on Q1/outlook β’ Silicon-carbon batteries in major phones β’ Kraken 150 layoffs Next: β’ Google I/O May 19-20
12. π’ bullish @Globalmess65 (1,148 followers Β· π2 π0 π¬1)
> @StockSavvyShay The guy was buying $MU in the $30βs
13. π’ bullish @NumberGo_up (18,909 followers Β· π4 π0 π¬0)
> Buying more $MU in the morning I feel it in my bones https://t.co/SN3QNSrvHM
14. π΄ bearish @MikeJTrades β (1,652 followers Β· π2 π0 π¬0)
> $MU- Breakdown trade CONFIRMED breakdown below 741.17 Target: 592.23, 18.3% Β Cover: 787.04 Β Loss: 8.6% P/L ratio: 2.1 : 1 - Fair The weekly chart a big crossoverπ¨
15. βͺ neutral @Tickertalk1 β (3,299 followers Β· π1 π0 π¬0)
> @Oculustrade I think I may have posted about $680 and I have buy orders for $690 , no way to time the market. Just put $700. Me being cheap has cost me money in the long term. $MU took some time off from work, back to work in one week.
16. βͺ neutral @0xInitialAce (771 followers Β· π1 π0 π¬0)
> @BlueLightCapit1 Nahhh π I thought you were being serious because this is exactly what Iβm seeing on my TL regarding $MU https://t.co/djpgJDzgUj
17. π΄ bearish @7SkiesTech (1,854 followers Β· π1 π0 π¬0)
> @OwlWealthy I also sold nearly all of my semis, keeping small positions in $NVDA and $MU. I may trim further if we get one more rally. Based on the charts, it looks like weβll get a good pull back at some point in the near future. However, I think long term thereβs more growth...
18. π’ bullish @JohnZidar β (7,664 followers Β· π0 π0 π¬0)
> πThe AI hardware boom is driving historic surges for semiconductor chip companies $NVDA $MU $AMD While the revenue generating software layers have been ignored $MSFT $PLTR $CRM πAs global infrastructure buildouts reach scale WITH MASSIVE AMOUNTS OF INVESTMENT CASH Surpassing ...
19. π’ bullish @Micrcro2Macr0 (39,976 followers Β· π0 π0 π¬0)
> .@fundstrat thinks that semi's and memory could still outperform in a volatile market. $MU $DRAM
20. π’ bullish @stockmindsweb β (587 followers Β· π0 π0 π¬0)
> @WheelieInvestor Be patient, $MU road to $1,000 won't be an easy one