Generated: 2026-05-21 02:56
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’π’π’π’ Bullish (score +1.00) Β· β high confidence (11 directional posts)
Distribution (20 posts): π’ 11 bullish Β· βͺ 6 neutral Β· π΄ 0 bearish Β· ποΈ 3 spam filtered
Influencer share: 71% (accounts > 10K followers) Β· Retail share: 12% (< 2K) Β· Rocket emoji rate: 6%
1. π’ bullish @pdicarlotrader β (122,440 followers Β· π137 π4 π¬15)
> $CRDO +20% since this post https://t.co/naqVO4NjYb
2. π’ bullish @Venu_7_ β (37,894 followers Β· π136 π12 π¬9)
> $CRDO giving me very similar vibes to $ALAB early on. Multi-month base looks close to a breakout, and fundamentals continue to support the move. Credo is expected to grow revenue roughly 45%-60% annually over the next 3 years, driven by strong AI networking and hyperscaler d...
3. βͺ neutral @equitydd β (8,139 followers Β· π79 π18 π¬2)
> Top gainers today $ARM $ALAB $CRDO $BE $HIVE $TE $IREN $AEVA $VICR $NVTS $AMD $LSCC $ENPH $SMCI https://t.co/gogDxI0TSL
4. βͺ neutral @crux_capital_ β (36,167 followers Β· π78 π2 π¬8)
> Today is a great reason why I want exposure to copper Names like: $CRDO $SMTC $MTSI $VLX / $VLX.L
5. π’ bullish @FeroceResearch β (11,105 followers Β· π56 π2 π¬8)
> Credo $CRDO and Astera Labs $ALAB are a duo the market does not appreciate much of it's okay, those who do appreciate these two stocks are definitely getting more than a fair share of rewards in return
6. ποΈ spam @ripster47 β (460,506 followers Β· π19 π4 π¬12)
> π¨Only @TrendSpider has Ripster MTF Scanners to catch MTF Plays $SMCI $CRDO Great examples They have 40% off now https://t.co/Dz20bY3HMD We are live for $NVDA Earnings https://t.co/ilnduO55oe https://t.co/uygheLcep2
7. ποΈ spam @ripster47 β (460,506 followers Β· π28 π5 π¬5)
> π¨ Learn how to find highly Profitable Setups on Pullbacks in this hot market $CRDO hit 180 from my 150 Idea here -> Analyze Technical Setup -> Is the stock from hot sector -> Analyze if fundamental intact -> Find a Risk Level -> Take Long & Ride the trend u...
8. π’ bullish @ripster47 β (460,501 followers Β· π24 π3 π¬3)
> π¨Jensen called out "hyperscaler CapEx exceeds $1 trillion in 2027" and reiterated "$3 trillion-$4 trillion annually by end of decade" for AI infrastructure spending. "we should be growing faster than hyperscale CapEx" β that's a direct $AVGO $AMD $CRDO $CRWV $NBIS tailwind.
9. π’ bullish @ripster47 β (460,506 followers Β· π21 π2 π¬4)
> $ALAB $CRDO ππ Posted In depth below yesterday
10. π’ bullish @Gubloinvestor β (33,700 followers Β· π21 π0 π¬5)
> $CRDO is your next $ALAB to RUN..
11. π’ bullish @stockedgeN β (1,193 followers Β· π25 π3 π¬1)
> $CRDO just landed another design win β and itβs the right kind. Credoβs ZeroFlap AECs are now the backbone interconnect inside Rebellionsβ RebelPOD β a turnkey, RDMA-networked AI inference cluster. Rebellions = the Korean inference-accelerator player backed by Arm, Samsung, S...
12. βͺ neutral @Chartradamus β (5,574 followers Β· π19 π0 π¬4)
> You better not have missed it. $CRDO
13. ποΈ spam @StonkChris β (34,446 followers Β· π14 π1 π¬3)
> Just shared an incredibly bullish batch of chart setups tonight with key levels and precise upside targets. Huge opportunities setting up across AI, semiconductors, nuclear, and space names. ππ₯ $BBAI $CRDO $FCEL $INFQ $SMR $TE $VELO $VOYG https://t.co/8brkB4n5VF
14. βͺ neutral @SenesLULZ (3,782 followers Β· π1 π0 π¬6)
> @aleabitoreddit What's your take on $CRDO?
15. π’ bullish @spluscollective β (11,854 followers Β· π11 π0 π¬1)
> $ALAB The time came has come for the bulls. None of these names justify valuation but that's a question during the correction. For now, its purely a momentum trade. FWIW, $CRDO looks slightly better until market believes $MRVL and $AVGO might be eating their lunch. https://t.c...
16. π’ bullish @cvotrades β (14,218 followers Β· π6 π0 π¬2)
> $CRDO Loaded up yesterday, only wish I had more gunpowder If this weekly prints a reversal Hammer, next week could shoot us into ATH Not selling until 340 minimum https://t.co/xk38IUkGL4
17. π’ bullish @TheValueist β (31,082 followers Β· π4 π1 π¬2)
> Your optical landlord added copper $CRDO 1/21/28 c320 yesterday. R/r looked too good. Iβm still ultrabullish optical and it will coexist with copper for years to come. Iβm a firm believer that GAI server heterogeneity will increase over time. Not every installation will be the...
18. βͺ neutral @AIStockSavvy β (33,526 followers Β· π9 π0 π¬1)
> π’ ππππ ππ: $CRDO Credo and Rebellions Partner on Scalable ππ ππ§πππ«ππ§ππ Infrastructure π πππ² ππ’π π‘π₯π’π π‘ππ¬: β€ Credo and πππππ₯π₯π’π¨π§π¬ collaborate on turnkey AI factory infrastructure. β€ Partnership integrates Credoβs πππ«π¨π
π₯ππ© active electrical cables into RebelPODβ’. β€ Solution...
19. π’ bullish @stockedgeN β (1,193 followers Β· π3 π1 π¬2)
> @FeroceResearch $ALAB $400 EOY is my target. $CRDO not too far behind at $300
20. βͺ neutral @JonahLupton β (552,505 followers Β· π7 π0 π¬1)
> @Alpha_bro1 @babyfolio $CRDO also has optics
Sentiment: π’π’π’π’π’ Bullish (score +0.60) Β· π‘ medium confidence (5 directional posts)
Distribution (20 posts): π’ 4 bullish Β· βͺ 15 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 45% (accounts > 10K followers) Β· Retail share: 15% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @StockOptionCole β (27,355 followers Β· π80 π2 π¬17)
> $NVDA is my biggest position I've ever had Ready to take on whatever happens today because I am long term for $300+ & $400 down the line Nvidia is literally in the very center of the entire Semiconductor & Memory industry globally Will be watching $TSM $INTC $AMD $AVGO toda...
2. βͺ neutral @EricJhonsa β (24,641 followers Β· π62 π5 π¬5)
> Quick thoughts/observations on $NVDA's report: 1) Nvidia is still quite eager to use its balance sheet/FCF to lock up capacity for supply-constrained stuff. "Supply-related commitments" (to $TSM, memory makers, etc.) reached $119B at the end of FQ1 (up $23.8B Q/Q). 2) R&D sp...
3. βͺ neutral @danielnewmanUV β (75,762 followers Β· π29 π2 π¬12)
> .@FuturumEquities initiated coverage on 14 semiconductor names including $NVDA, $AMD, $TSM, $AVGO.
4. βͺ neutral @Corgi4joy β (21,321 followers Β· π26 π19 π¬1)
> $NVDA earning today This can rip hardware name $AVGO $TSM $ARM $MRLV $AAPL $AMZN
5. βͺ neutral @traderDanielle β (21,242 followers Β· π21 π4 π¬1)
> Welcome to NVIDIA Earnings Day! I just joined @cvpayne to discuss: πΉBuys in the semiconductor space, including $AVGO, $TSM, $LSCC, and $MU πΉNVIDIA - $NVDA earnings after the bell πΉSpace stocks before the SpaceX IPO, specifically the ETF $NASA Learn more below: @simplertra...
6. βͺ neutral @SpecialSitsNews β (143,936 followers Β· π19 π0 π¬0)
> $ASML and $TSM are keeping production in check, and by refusing to listen to $NVDA's Jensen to double/triple capacity are actually keeping the AI ramp/bubble from being created too quickly...now with the memory, water, and power bottlenecks, there is a backlog that can last 1-...
7. βͺ neutral @happyjackinjax β (2,845 followers Β· π4 π0 π¬2)
> @StockOptionCole So is $APLD and $TSM
8. π’ bullish @MikeLongTerm β (24,723 followers Β· π4 π1 π¬1)
> $AMD shareholders in 2028 looking back today that Dr. Su is meeting with $TSM CEO Dr. C.C. Wei in Taiwan to secure even more 2nm Capacity & CoWoS to service $200B CPUs TAM in just 2026, confirmed by $NVDA CEO Jensen Huang. Inference Queen is on track to become TSMC largest cu...
9. βͺ neutral @smartrader19 β (6,184 followers Β· π7 π1 π¬0)
> The Largest Company in the world $NVDA Nvidia reports earnings today after market close. Here are the stocks that could benefit from a big $NVDA earnings beat: π Semi Manufacturing & Equipment $TSM (TSMC) $ASML (ASML) $LRCX (Lam Research) $KLAC (KLA Corp) π§ Memory & Storag...
10. βͺ neutral @Jamesbe7825 β (2,571 followers Β· π4 π0 π¬1)
> @TradexWhisperer $NVDA $TSM $MU: The similar activity observed during the first thirty-odd hours after the market open consists almost entirely of event traders moving in and out. They don't care about fundamentals, they only care about trading reactions.
11. βͺ neutral @treasureh8nter β (2,201 followers Β· π7 π0 π¬0)
> This is a MUST WATCH for ALL semiconductor and AI investors!!! π How $TSM is saving the entire world from an AI bubbleβ¦... π₯π₯π₯ TSMC is essentially and critically controlling the worldβs AI buildout pace!!! They will save us from a bubble that Jensen wants to create!!!! π±π±π± ...
12. π’ bullish @happyjackinjax β (2,845 followers Β· π1 π0 π¬2)
> @StockOptionCole $TSM pushing through again!
13. βͺ neutral @planert41 β (16,265 followers Β· π1 π0 π¬1)
> I really liked this interview I think he might be right about $tsm basically bottlenecking it enough that it doesnβt have the fuel to actually be a bubble. Hard to see when supply will overtake demand anytime soon
14. π΄ bearish @ChartWaveTrade β (5,854 followers Β· π4 π0 π¬0)
> $TSM Very interesting chart as price is currently hitting resistance at the 161.8% extension with bearish divergence on the weekly RSI Technical analysis and Elliott wave theory would state that we should be expecting a wave 4 correction down towards our pullback box. There i...
15. βͺ neutral @teshen8lin (1,557 followers Β· π1 π0 π¬1)
> @EhrmantrautCap_ Iβm taking both ππ»πΊπΈπ°π· Plus $TSM
16. π’ bullish @to42ru (637 followers Β· π0 π0 π¬1)
> $TSM Previous weak trend has ended, bulls gradually take over market control. Optimistic industry outlook keeps boosting upside space continuously. Is $TSM ready for rapid surge or need further consolidation? https://t.co/qQDE9PjeMv
17. βͺ neutral @AnthonyRhino β (6,973 followers Β· π2 π0 π¬0)
> @charliebilello And yet, $TSM actually makes everything they sell. Theyβre just internet marketing firm selling tshirts.
18. βͺ neutral @Tickeron β (20,704 followers Β· π0 π1 π¬0)
> The Apple Empire Forecast 2030: Why the Market May Still Be Underpricing a +$5 Trillion Ecosystem $AAPL $TSM $AVGO $ARM $GLW $SNPS $QCOM $SONY $NXPI $GFS $NVDA $AMD $AMZN $NFLX $UNH $QQQ $SOXX $XLK $ARKK $IGM https://t.co/LV5jaE0L1H
19. βͺ neutral @risenfit β (3,218 followers Β· π1 π0 π¬0)
> $ELMT $TSM $NVDA $MU The Elmet Group serves as a critical upstream supplier to the semiconductor fabrication ecosystem. πΈ The most important ELMT product categories supporting the production of NVIDIA-class AI chips, advanced memory (like HBM and NAND), and silicon photonics ...
20. βͺ neutral @jekram β (649 followers Β· π1 π0 π¬0)
> The 2026 AI Compute Crunch: Why Silicon Has Become the Worldβs Scarcest Resource $NVDA, $TSM, $SMH, $MU, $BE For years, the dominant concern in artificial intelligence infrastructure was simple: power. Could utilities support enough datacenters? Could hyperscalers secure lan...
Sentiment: π’π’π’π’π’ Bullish (score +0.83) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 11 bullish Β· βͺ 6 neutral Β· π΄ 1 bearish Β· ποΈ 2 spam filtered
Influencer share: 56% (accounts > 10K followers) Β· Retail share: 28% (< 2K) Β· Rocket emoji rate: 17%
1. βͺ neutral @ParadisLabs β (42,699 followers Β· π80 π6 π¬14)
> $LRCX open Austria wet lab to focus on panel-level packaging. Interesting timing: - Within weeks before $TSM's CoPoS pilot line is expected to complete (according to Commercial Times) - And only weeks after $AMAT closed the NEXX electrochemical deposition acquisition Western...
2. βͺ neutral @FL0WG0D β (98,617 followers Β· π78 π3 π¬3)
> $LRCX - $785K Call buyer https://t.co/e1KZr6UO8s
3. βͺ neutral @spluscollective β (11,854 followers Β· π15 π2 π¬5)
> $INTC finally came to an entry at the pink line but looking at rest of the chip names like $AMD, $LRCX, even $SMH, and foundries like $TSM, is it worth touching at moment? Maybe lesser capital but not really ideal until we see strength. Heavy rotation into $IGV and Staples. ...
4. π’ bullish @sparkle6193920 β (37,367 followers Β· π16 π1 π¬2)
> Another one bottom ticked with the π fam @_bwatts_ off of discountβ¦ held $97 π beautifully π₯ $now $qqq $lrcx https://t.co/LW9J8InWVX
5. βͺ neutral @ThetaWarrior β (140,091 followers Β· π15 π1 π¬2)
> $LRCX SWEEPER ALERT π§Ή https://t.co/ruw5U1daSQ
6. π’ bullish @sparkle6193920 β (37,367 followers Β· π16 π0 π¬2)
> Multi bagger kind of morning and it hasnβt even been an hour ππππππΌπ $asml $lrcx $now $qqq $arm $amd $avgo $spy $spx https://t.co/TRiwCkGnf4
7. π’ bullish @sparkle6193920 β (37,367 followers Β· π8 π1 π¬2)
> $lrcx making us purr π» $amd $mu $avgo $arm $nvda series are on π₯ https://t.co/CxK7bl9UuT
8. βͺ neutral @LJKawa β (26,066 followers Β· π4 π0 π¬1)
> $AMD and $LRCX are two of the most positively correlated S&P 500 constituents to $TLT over the past month and pretty much every oil company is (understandably) very negatively correlated
9. π’ bullish @thingsnoticed β (874 followers Β· π1 π0 π¬1)
> @ParadisLabs Good thread. I think the sharpest observation is buried.. $LRCX opening a wet lab weeks before $TSM's CoPoS pilot line completes isn't coincidence, it's coordination. The CoPoS timeline just pulled forward and the equipment ecosystem is moving with it.
10. π’ bullish @0xtechquity β (1,586 followers Β· π4 π0 π¬0)
> $LRCX just opened a new R&D lab in Austria focused on Next-Gen advanced packaging. They are targeting Panel-Level Packaging, replacing traditional round wafers with square panels to maximize chip density and slash costs. Lam Research is positioning itself perfectly to captur...
11. π’ bullish @StockStormX β (4,929 followers Β· π1 π0 π¬1)
> @MarketMatrixs memory has unit growth while SaaS fights seat saturation, $MU and $LRCX over $NOW and $ADBE here
12. π΄ bearish @yxinsights β (14,401 followers Β· π1 π0 π¬1)
> $LRCX Lam Research price action appears a little βblow-off-topβpy like other semiconductor companies. It is like approaching the wave 5 target of $292-350. Technically, it could see a major correction upon the completion of wave 5 of (5). https://t.co/MRWUPEaNIu
13. π’ bullish @guilhermemds_ (818 followers Β· π0 π0 π¬1)
> Demand for HBM and the technological transition to 256-layer NAND chips have driven revenues to an all-time high. The company delivers critical tools that ASML, TSMC, Samsung, and Intel cannot easily replace. Lam Research $LRCX is a cash-generating machine.
14. βͺ neutral @dissectmarkets (9,166 followers Β· π0 π0 π¬1)
> @SCHDETF I expected this because $TXN and $LRCX and $AMAT and $KLAC are big holdings in $SCHD
15. π’ bullish @harry03994688 β (1,943 followers Β· π2 π0 π¬0)
> we have neocloud: Coreweave, IREN... we will have neofab: Terafab neocloud bought a lot of GPU and CPUs. neofab will buy a lot of $LRCX for TSV and Panel package.
16. π’ bullish @Pulkits77 β (2,683 followers Β· π2 π0 π¬0)
> Up 6% π $LRCX $ASML UP 5% π§Ώππ½ Thank you Lord.
17. ποΈ spam @onveston (2,694 followers Β· π1 π0 π¬0)
> Lam Research traded at $65 when I posted this on my X/Twitter account. Today it trades at $273. Just one of many examples. The current stock picks are reserved for my subscribers. $LRCX https://t.co/L9I4ilwSSe
18. π’ bullish @TWFeditor (1,426 followers Β· π0 π0 π¬0)
> $LRCX shares riding high again for #Groesbeck Growth fundholders.
19. ποΈ spam @edgebellscore β (657 followers Β· π0 π0 π¬0)
> Looks like edgebell scanner nailed the $amd move along with $LRCX and $QCOM #swingtrading #stockalerts #stocksignals #winningtrades
20. π’ bullish @schaeffers β (13,766 followers Β· π0 π0 π¬0)
> A few stocks still have traders leaning defensively despite the broader risk-on tape. $FTNT & $LRCX rallied hard even with elevated put buying.. classic βwall of worryβ behavior. Meanwhile retailers like $TSCO still show persistent skepticism after sharp drawdowns. $FTNT $W...