Generated: 2026-05-17 02:45
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ⚠️ low confidence (4 directional posts)
Distribution (20 posts): 🟢 4 bullish · ⚪ 16 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 25% (accounts > 10K followers) · Retail share: 35% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @TradexWhisperer ✓ (117,664 followers · 👍153 🔁13 💬20)
> $TSM Confidence Signal TSMC announced it plans to sell up to 152 million shares of Vanguard to focus capital on its core business. You only divest a decades-long strategic position when your own business is more profitable than anything else you could hold. VIS operates in ...
2. ⚪ neutral @Mr_Derivatives ✓ (415,018 followers · 👍137 🔁6 💬20)
> The top largest companies listed in the US (Magnificent 7 + $TSM, $AVGO, $WMT) makes up for 20% of the ENTIRE global stock market in terms of market cap. The ENTIRE global stock market = $155T ish. Wild stat.
3. ⚪ neutral @CaseyVSilver ✓ (1,327 followers · 👍2 🔁0 💬6)
> Insiders are moving — here's who's buying and who's heading for the exit 👀 $MU director Steven Gomo sold 2,000 shares at ~$787. That's a notable clip from a board member. Also seeing insider activity at $TSM, $C, $CVS, and $CAT this week (May 11–15). Director sells aren't al...
4. ⚪ neutral @TheRayMyers ✓ (23,416 followers · 👍14 🔁0 💬1)
> 2. TSMC Country: Taiwan Industry: Chip Foundry Ticker: $TSM Market Cap: $2.1T EBITDA Margin: 70% ROIC: 46% FWD P/E: 22 2028 Revenue CAGR: 27% 2028 EPS CAGR: 30% https://t.co/dWuaDBjbgf
5. ⚪ neutral @teshen8lin (1,549 followers · 👍0 🔁0 💬2)
> @StockMKTNewz @DivesTech 🇹🇼 $TSM $2.1T 🇰🇷 Samsung $1.18T 🇰🇷 SK hynix $862B
6. ⚪ neutral @QualCompounders ✓ (2,425 followers · 👍2 🔁0 💬1)
> @jzrdan Exactly no lie about that he sold $TSM right before it made a huge run so he has been wrong before.
7. 🟢 bullish @AnalysisOp (2,220 followers · 👍2 🔁1 💬0)
> "Our largest customers are providing rolling eight-quarter forecasts..." - $AMAT Guys, Memory names signing 3/5 years-LTA, Jensen like a madman traveling to Korea to close supply deals, $TSM being disciplined in expansion, bottlenecks everywhere.... why are you bearish AI?? 😉
8. ⚪ neutral @ThinkFinance999 ✓ (3,578 followers · 👍4 🔁0 💬0)
> @lithos_graphein That theory is a sign of whoever wrote it not having studied history and why the problem isn't about semiconductors. The problem predates $TSM and was, in part, created by the US itself by interfering in another country (China's) civil war...
9. ⚪ neutral @StockOptionCole ✓ (26,884 followers · 👍3 🔁0 💬0)
> @Duffman290 $NVDA $TSM $ORCL $AMZN & some other small stuff
10. ⚪ neutral @Bone_Invest ✓ (780 followers · 👍2 🔁0 💬0)
> TSMC $TSM plans to sell up to 152 million shares in Vanguard International Semiconductor. To focus on Semiconductor production. https://t.co/ahMG4s6ecN
11. ⚪ neutral @BrandonVanZee ✓ (21,095 followers · 👍2 🔁0 💬0)
> @DividendRob And maybe they’re not missing out by choice. Most Americans don’t have access to Saudi Aramco shares directly. Even Samsung is difficult, as you’d have to buy it on the illiquid over-the-counter market. At least Taiwan Semi has normal ADRs though. $TSM
12. ⚪ neutral @Mojo_flyin (4,280 followers · 👍2 🔁0 💬0)
> I fundamentally believe $INTC could be the most important company in the western world. They are more than a company. Access to leading edge semiconductors will determine national defense, cyber security, economic resilience. There is no alternative. $TSM building N-1 fabs in ...
13. ⚪ neutral @EmmanuelInvest ✓ (1,714 followers · 👍0 🔁1 💬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...
14. ⚪ neutral @teshen8lin (1,549 followers · 👍2 🔁0 💬0)
> @BBCWorld Without Taiwan’s advanced semiconductor manufacturing, the US would face a catastrophic technological, economic, and defense standstill. Taiwan—specifically $TSM —produces over 90% of the world’s leading-edge chips, which power US AI, consumer electronics, and milita...
15. ⚪ neutral @EhrmantrautCap_ ✓ (3,413 followers · 👍1 🔁0 💬0)
> @cmsinvests $TSM is a solid hold, I used to own it but sold to concentrate my portfolio on more asymmetric plays.
16. 🟢 bullish @LOGOinvestor ✓ (8,818 followers · 👍0 🔁0 💬0)
> Heres why we still LOVE $TSM https://t.co/ZDMtD728r0
17. ⚪ neutral @teshen8lin (1,549 followers · 👍0 🔁0 💬0)
> Status Quo has been there since the beginning of the PRC creation, and it will be for a foreseeable future. $TSM $MU $NVDA $AAPL $TSLA https://t.co/TSxAMPSvXR
18. ⚪ neutral @DragonAlgoTrade (7,667 followers · 👍0 🔁0 💬0)
> $SPACEX.X interesting raising 75 billion on a 1.75 trillion dollar market cap equal 700 million shares seem like a lot when you look at $TSM a 2 trillion dollar company with a 5 billion float. What do you think Spacex is going to open up with only a 700 million float!
19. ⚪ neutral @yosaycheese ✓ (2,301 followers · 👍0 🔁0 💬0)
> $TSM Still holding ground, if it loses $403 it likely retraces. Target would be green box, $350s. Another high after pullback expected with new target ATH of $470s https://t.co/5Jn6ObqfoY
20. 🟢 bullish @bhurt20 (533 followers · 👍0 🔁0 💬0)
> Wall Street still thinks AI is a tech trade. But the real shift may be geopolitical. Compute power is starting to look like oil once did — strategic, scarce, and globally competitive. That’s why capital keeps flowing into chips and infrastructure. $NVDA $TSM $MSFT
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ⚠️ low confidence (4 directional posts)
Distribution (6 posts): 🟢 3 bullish · ⚪ 2 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 33% (accounts > 10K followers) · Retail share: 17% (< 2K) · Rocket emoji rate: 0%
1. 🔴 bearish @TaPlot ✓ (82,455 followers · 👍28 🔁1 💬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. 🟢 bullish @100xCompounding ✓ (5,237 followers · 👍13 🔁1 💬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. 🟢 bullish @IBD_JArancibia (2,267 followers · 👍0 🔁0 💬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. ⚪ neutral @AlissaCoram ✓ (17,582 followers · 👍3 🔁0 💬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. ⚪ neutral @curhatjambi (722 followers · 👍1 🔁0 💬0)
> @yengals @EdgenTech Love seeing $QURE and $FTI getting simplified breakdowns! @EdgenTech always delivers 👌
6. 🟢 bullish @MarcJacksonLA ✓ (8,111 followers · 👍0 🔁0 💬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...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.60) · ✅ high confidence (15 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 5 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) · Retail share: 15% (< 2K) · Rocket emoji rate: 5%
1. ⚪ neutral @blondebroker1 ✓ (57,485 followers · 👍179 🔁7 💬15)
> $MU dropping from the blue tops at $815 to the blue bottoms at $720.5. Looks like a M Gold band at $697.4. This and $700 key area to defend. You can see the big $700 position on the flow that is important. Ticker needs over $750 to break trend. Also a gap up there now too and...
2. 🔴 bearish @bdinvestingg ✓ (15,836 followers · 👍159 🔁4 💬19)
> Yeah memory DRAM/HBM prices are crashing , Google , AMZN , Tesla , NVDA CEOs said they don’t need memory anymore & $MU dosent even have a huge back log.
3. ⚪ neutral @epictrades1 ✓ (51,606 followers · 👍107 🔁15 💬0)
> $MU Presents at the JP Morgan tech conference Wednesday morning 8.40 am.
4. 🟢 bullish @MarcosMillaYT ✓ (9,142 followers · 👍48 🔁4 💬2)
> 10 Stocks Every Investor needs more of in their portfolio… 1) Micron $MU 2) Google $GOOG 3) AMD $AMD 4) TSM $TSM 5) SK Hynix / Samsung $DRAM $EWY 6) Amazon $AMZN 7) SpaceX (June 12th) 8) Anthropic / OpenAI (Pre-IPO) $AGIX 9) Sandisk $SNDK 10) Western Digital $WDC
5. 🟢 bullish @Sam_Badawi ✓ (44,321 followers · 👍26 🔁2 💬4)
> Just imagine shorting stocks during the dot-com bubble, being fundamentally right but completely wrong on timing. Great video from @WOLF_Financial Now fast forward to today, where so many funds are trying to short $NVDA, $SNDK, and $MU. That becomes a failed opportunity, bo...
6. 🟢 bullish @RosannaInvests ✓ (22,993 followers · 👍26 🔁2 💬3)
> $MU BULLISH Highly Unusual Option Flow 💥 The $2.9M VERY BULLISH $950 June 5 CALL To Open purchased Thursday May 14 is STILL OPEN per OI from Friday May 15. 🚀 Even though $MU dropped 6.62% Friday they did NOT sell these BULLISH calls. https://t.co/25sz0PpzDx
7. 🔴 bearish @dewmboom ✓ (5,395 followers · 👍1 🔁0 💬4)
> @StockMKTNewz $MU will sit below $AVGO by the end of the year!
8. 🟢 bullish @Million_Sancet ✓ (1,533 followers · 👍10 🔁0 💬1)
> Let's talk about $MU The AI market is driving a critical need for memory (DRAM, HBM, NAND), which has pushed $MU into a state of total capacity strain Their entire production is completely sold out, and they can only meet 50-67% of the current demand The HBM sector is proje...
9. ⚪ neutral @jacobiinvest ✓ (863 followers · 👍4 🔁0 💬3)
> Just clocked out of work. A nice 11 hour shift + 581 in tips. thank you @POTUS for no tax on tips. $NBIS $MU $NOW $WIX $IREN
10. 🟢 bullish @Hydra_XT (4,345 followers · 👍10 🔁1 💬0)
> $SNDK - Continues to act like a true market leader, leading the memory names $MU $WDC etc https://t.co/iPOmZAUkiG
11. ⚪ neutral @TheValueist ✓ (30,572 followers · 👍2 🔁0 💬3)
> $NVDA $MU $SNDK $LITE Don’t forget about the power and future development of autoresearch.
12. 🟢 bullish @Divergent7651 ✓ (4,578 followers · 👍6 🔁0 💬1)
> My sense is that many of the critical inputs for AI will become issues of national security and that US domiciled companies operating within those sectors will eventually attract a premium. Companies like $MP $MU $INTC. You can potentially track this by looking at which compan...
13. 🟢 bullish @Sergeant991 ✓ (741 followers · 👍5 🔁0 💬1)
> @MitchMartan98 $MU forward PE is at 7......while it might still be cyclical this cycle will be MUCH longer than previous ones.
14. 🔴 bearish @dissectmarkets (9,147 followers · 👍3 🔁0 💬1)
> @MikeSchiemer @JohnProv1 BROOOOOO I guess I have to take profits on $MU RIP At least my CC on $AUR netted me a good profit
15. 🟢 bullish @dewmboom ✓ (5,395 followers · 👍3 🔁0 💬1)
> Take a look at top institutional investors who added shares in $MU in Q1, 2026! 🔥🔥Now at 86% institutional investors. https://t.co/ZbxpnWfnSi
16. 🟢 bullish @DollarCostAvg ✓ (15,557 followers · 👍6 🔁0 💬0)
> @preetkailon I would add. Ppl not doing research they are fully booked out till 2028 now. $MU 1000 + is coming
17. 🟢 bullish @JonahLupton ✓ (552,344 followers · 👍2 🔁0 💬1)
> Hard to call $MU overvalued at less than 8x NTM EPS with EPS growing triple digits… however because of supply constraints they are probably over earning from higher prices… if prices come down over the next few years and demand slows then $MU has some downside but very hard to...
18. 🟢 bullish @KreizJordy (3,215 followers · 👍5 🔁0 💬0)
> Memory prices on the rise…. Again. $MU $EWY $DRAM
19. 🟢 bullish @RosannaInvests ✓ (22,993 followers · 👍1 🔁0 💬1)
> $MU $2.9M BUY $950 CALL To Open are still open! 💥 https://t.co/7Y0EWl95gO
20. ⚪ neutral @NumberGo_up (18,905 followers · 👍1 🔁0 💬1)
> @bowtiedfarmer $MU Farmer... You may actually understand this. My mentor in all this trading shit is airmass. He disappeared 7 months ago. He ain't never lost since I been here. And I was scared to follow a couple of em. But he was in the jungle doing mushrooms. He back and ...