# 🐦 Social Pulse Appendix — 2026-05-21

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 +1.00) · ✅ **high confidence** (11 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 6 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered

**Influencer share:** 71% (accounts > 10K followers) · **Retail share:** 12% (< 2K) · **Rocket emoji rate:** 6%

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

**1.** 🟢 `bullish ` [@pdicarlotrader](https://x.com/pdicarlotrader/status/2057131197575131611) ✓  (122,440 followers · 👍137 🔁4 💬15)  
> $CRDO +20% since this post https://t.co/naqVO4NjYb

**2.** 🟢 `bullish ` [@Venu_7_](https://x.com/Venu_7_/status/2057165263746032102) ✓  (37,894 followers · 👍136 🔁12 💬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.** ⚪ `neutral ` [@equitydd](https://x.com/equitydd/status/2057191860796580249) ✓  (8,139 followers · 👍79 🔁18 💬2)  
> Top gainers today   $ARM $ALAB $CRDO $BE $HIVE $TE $IREN $AEVA $VICR $NVTS $AMD $LSCC $ENPH $SMCI https://t.co/gogDxI0TSL

**4.** ⚪ `neutral ` [@crux_capital_](https://x.com/crux_capital_/status/2057113922185085264) ✓  (36,167 followers · 👍78 🔁2 💬8)  
> Today is a great reason why I want exposure to copper  Names like:  $CRDO  $SMTC $MTSI $VLX / $VLX.L

**5.** 🟢 `bullish ` [@FeroceResearch](https://x.com/FeroceResearch/status/2057126465829749206) ✓  (11,105 followers · 👍56 🔁2 💬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.** 🗑️ `spam    ` [@ripster47](https://x.com/ripster47/status/2057192535206789309) ✓  (460,506 followers · 👍19 🔁4 💬12)  
> 🚨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.** 🗑️ `spam    ` [@ripster47](https://x.com/ripster47/status/2057127760988901428) ✓  (460,506 followers · 👍28 🔁5 💬5)  
> 🚨 Learn how to find highly Profitable Setups on Pullbacks in this hot market $CRDO hit 180 from my 150 Idea here  -&gt; Analyze Technical Setup -&gt; Is the stock from hot sector -&gt; Analyze if fundamental intact -&gt; Find a Risk Level -&gt; Take Long &amp; Ride the trend u...

**8.** 🟢 `bullish ` [@ripster47](https://x.com/ripster47/status/2057291634107203980) ✓  (460,501 followers · 👍24 🔁3 💬3)  
> 🚨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" — that's a direct $AVGO $AMD $CRDO $CRWV $NBIS tailwind.

**9.** 🟢 `bullish ` [@ripster47](https://x.com/ripster47/status/2057123503535468805) ✓  (460,506 followers · 👍21 🔁2 💬4)  
> $ALAB $CRDO 🚀🚀 Posted In depth below yesterday

**10.** 🟢 `bullish ` [@Gubloinvestor](https://x.com/Gubloinvestor/status/2057274243797127679) ✓  (33,700 followers · 👍21 🔁0 💬5)  
> $CRDO is your next $ALAB to RUN..

**11.** 🟢 `bullish ` [@stockedgeN](https://x.com/stockedgeN/status/2057175334332584070) ✓  (1,193 followers · 👍25 🔁3 💬1)  
> $CRDO just landed another design win — and it’s the right kind.  Credo’s ZeroFlap AECs are now the backbone interconnect inside Rebellions’ RebelPOD — a turnkey, RDMA-networked AI inference cluster. Rebellions = the Korean inference-accelerator player backed by Arm, Samsung, S...

**12.** ⚪ `neutral ` [@Chartradamus](https://x.com/Chartradamus/status/2057129785391034455) ✓  (5,574 followers · 👍19 🔁0 💬4)  
> You better not have missed it.  $CRDO

**13.** 🗑️ `spam    ` [@StonkChris](https://x.com/StonkChris/status/2057265792433979452) ✓  (34,446 followers · 👍14 🔁1 💬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. 📈🔥  $BBAI  $CRDO  $FCEL $INFQ $SMR  $TE $VELO  $VOYG   https://t.co/8brkB4n5VF

**14.** ⚪ `neutral ` [@SenesLULZ](https://x.com/SenesLULZ/status/2057188312847393182)    (3,782 followers · 👍1 🔁0 💬6)  
> @aleabitoreddit What's your take on $CRDO?

**15.** 🟢 `bullish ` [@spluscollective](https://x.com/spluscollective/status/2057225913855889585) ✓  (11,854 followers · 👍11 🔁0 💬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.** 🟢 `bullish ` [@cvotrades](https://x.com/cvotrades/status/2057196745671455061) ✓  (14,218 followers · 👍6 🔁0 💬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.** 🟢 `bullish ` [@TheValueist](https://x.com/TheValueist/status/2057135556975337726) ✓  (31,082 followers · 👍4 🔁1 💬2)  
> Your optical landlord added copper $CRDO 1/21/28 c320 yesterday. R/r looked too good. I’m still ultrabullish optical and it will coexist with copper for years to come. I’m a firm believer that GAI server heterogeneity will increase over time. Not every installation will be the...

**18.** ⚪ `neutral ` [@AIStockSavvy](https://x.com/AIStockSavvy/status/2057086733678715206) ✓  (33,526 followers · 👍9 🔁0 💬1)  
> 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $CRDO Credo and Rebellions Partner on Scalable 𝐀𝐈 𝐈𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 Infrastructure  👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:  ➤  Credo and 𝐑𝐞𝐛𝐞𝐥𝐥𝐢𝐨𝐧𝐬 collaborate on turnkey AI factory infrastructure.  ➤  Partnership integrates Credo’s 𝐙𝐞𝐫𝐨𝐅𝐥𝐚𝐩 active electrical cables into RebelPOD™.  ➤  Solution...

**19.** 🟢 `bullish ` [@stockedgeN](https://x.com/stockedgeN/status/2057142471440634035) ✓  (1,193 followers · 👍3 🔁1 💬2)  
> @FeroceResearch $ALAB $400 EOY is my target.   $CRDO not too far behind at $300

**20.** ⚪ `neutral ` [@JonahLupton](https://x.com/JonahLupton/status/2057104897133166928) ✓  (552,505 followers · 👍7 🔁0 💬1)  
> @Alpha_bro1 @babyfolio $CRDO also has optics


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## 🐦 $TSM — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.60) · 🟡 **medium confidence** (5 directional posts)

**Distribution** (20 posts):  🟢 4 bullish · ⚪ 15 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered

**Influencer share:** 45% (accounts > 10K followers) · **Retail share:** 15% (< 2K) · **Rocket emoji rate:** 0%

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

**1.** 🟢 `bullish ` [@StockOptionCole](https://x.com/StockOptionCole/status/2057156336924979653) ✓  (27,355 followers · 👍80 🔁2 💬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.** ⚪ `neutral ` [@EricJhonsa](https://x.com/EricJhonsa/status/2057219168588665194) ✓  (24,641 followers · 👍62 🔁5 💬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.** ⚪ `neutral ` [@danielnewmanUV](https://x.com/danielnewmanUV/status/2057191237665333320) ✓  (75,762 followers · 👍29 🔁2 💬12)  
> .@FuturumEquities initiated coverage on 14 semiconductor names including $NVDA, $AMD, $TSM, $AVGO.

**4.** ⚪ `neutral ` [@Corgi4joy](https://x.com/Corgi4joy/status/2057178473479729287) ✓  (21,321 followers · 👍26 🔁19 💬1)  
> $NVDA earning today  This can rip hardware name  $AVGO $TSM $ARM $MRLV $AAPL $AMZN

**5.** ⚪ `neutral ` [@traderDanielle](https://x.com/traderDanielle/status/2057183817350488470) ✓  (21,242 followers · 👍21 🔁4 💬1)  
> Welcome to NVIDIA Earnings Day!   I just joined @cvpayne to discuss: 🔹Buys in the semiconductor space, including $AVGO, $TSM, $LSCC, and $MU 🔹NVIDIA - $NVDA earnings after the bell 🔹Space stocks before the SpaceX IPO, specifically the ETF $NASA   Learn more below:  @simplertra...

**6.** ⚪ `neutral ` [@SpecialSitsNews](https://x.com/SpecialSitsNews/status/2057147868796813675) ✓  (143,936 followers · 👍19 🔁0 💬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.** ⚪ `neutral ` [@happyjackinjax](https://x.com/happyjackinjax/status/2057272507330158864) ✓  (2,845 followers · 👍4 🔁0 💬2)  
> @StockOptionCole So is $APLD and $TSM

**8.** 🟢 `bullish ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2057286938797752545) ✓  (24,723 followers · 👍4 🔁1 💬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.** ⚪ `neutral ` [@smartrader19](https://x.com/smartrader19/status/2057180638181281821) ✓  (6,184 followers · 👍7 🔁1 💬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:  🏭 Semi Manufacturing & Equipment $TSM (TSMC) $ASML (ASML) $LRCX (Lam Research) $KLAC (KLA Corp)  🧠 Memory & Storag...

**10.** ⚪ `neutral ` [@Jamesbe7825](https://x.com/Jamesbe7825/status/2057197330626191680) ✓  (2,571 followers · 👍4 🔁0 💬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.** ⚪ `neutral ` [@treasureh8nter](https://x.com/treasureh8nter/status/2057170427454112103) ✓  (2,201 followers · 👍7 🔁0 💬0)  
> This is a MUST WATCH for ALL semiconductor and AI investors!!! 👀  How $TSM is saving the entire world from an AI bubble…... 🔥🔥🔥  TSMC is essentially and critically controlling the world’s AI buildout pace!!!  They will save us from a bubble that Jensen wants to create!!!! 😱😱😱 ...

**12.** 🟢 `bullish ` [@happyjackinjax](https://x.com/happyjackinjax/status/2057115677786353732) ✓  (2,845 followers · 👍1 🔁0 💬2)  
> @StockOptionCole $TSM pushing through again!

**13.** ⚪ `neutral ` [@planert41](https://x.com/planert41/status/2057263534510112867) ✓  (16,265 followers · 👍1 🔁0 💬1)  
> I really liked this interview  I think he might be right about $tsm basically bottlenecking it enough that it doesn’t have the fuel to actually be a bubble. Hard to see when supply will overtake demand anytime soon

**14.** 🔴 `bearish ` [@ChartWaveTrade](https://x.com/ChartWaveTrade/status/2057195792658817133) ✓  (5,854 followers · 👍4 🔁0 💬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.** ⚪ `neutral ` [@teshen8lin](https://x.com/teshen8lin/status/2057183064200040749)    (1,557 followers · 👍1 🔁0 💬1)  
> @EhrmantrautCap_ I’m taking both 🙏🏻🇺🇸🇰🇷  Plus $TSM

**16.** 🟢 `bullish ` [@to42ru](https://x.com/to42ru/status/2057180114405011793)    (637 followers · 👍0 🔁0 💬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.** ⚪ `neutral ` [@AnthonyRhino](https://x.com/AnthonyRhino/status/2057228656276078652) ✓  (6,973 followers · 👍2 🔁0 💬0)  
> @charliebilello And yet, $TSM actually makes everything they sell. They’re just internet marketing firm selling tshirts.

**18.** ⚪ `neutral ` [@Tickeron](https://x.com/Tickeron/status/2057194778681598100) ✓  (20,704 followers · 👍0 🔁1 💬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.** ⚪ `neutral ` [@risenfit](https://x.com/risenfit/status/2057174655153385620) ✓  (3,218 followers · 👍1 🔁0 💬0)  
> $ELMT $TSM $NVDA $MU The Elmet Group serves as a critical upstream supplier to the semiconductor fabrication ecosystem.  🔸 The most important ELMT product categories supporting the production of NVIDIA-class AI chips, advanced memory (like HBM and NAND), and silicon photonics ...

**20.** ⚪ `neutral ` [@jekram](https://x.com/jekram/status/2057137522472259767) ✓  (649 followers · 👍1 🔁0 💬0)  
> The 2026 AI Compute Crunch: Why Silicon Has Become the World’s 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...


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## 🐦 $LRCX — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.83) · ✅ **high confidence** (12 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered

**Influencer share:** 56% (accounts > 10K followers) · **Retail share:** 28% (< 2K) · **Rocket emoji rate:** 17%

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

**1.** ⚪ `neutral ` [@ParadisLabs](https://x.com/ParadisLabs/status/2057082347976073719) ✓  (42,699 followers · 👍80 🔁6 💬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.** ⚪ `neutral ` [@FL0WG0D](https://x.com/FL0WG0D/status/2057117449896571358) ✓  (98,617 followers · 👍78 🔁3 💬3)  
> $LRCX - $785K Call buyer https://t.co/e1KZr6UO8s

**3.** ⚪ `neutral ` [@spluscollective](https://x.com/spluscollective/status/2056748324217401773) ✓  (11,854 followers · 👍15 🔁2 💬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.** 🟢 `bullish ` [@sparkle6193920](https://x.com/sparkle6193920/status/2057154020838359362) ✓  (37,367 followers · 👍16 🔁1 💬2)  
> Another one bottom ticked with the 💎 fam @_bwatts_ off of discount… held $97 🔑 beautifully 🔥 $now $qqq $lrcx https://t.co/LW9J8InWVX

**5.** ⚪ `neutral ` [@ThetaWarrior](https://x.com/ThetaWarrior/status/2057116766795354540) ✓  (140,091 followers · 👍15 🔁1 💬2)  
> $LRCX SWEEPER ALERT  🧹 https://t.co/ruw5U1daSQ

**6.** 🟢 `bullish ` [@sparkle6193920](https://x.com/sparkle6193920/status/2057107801353118067) ✓  (37,367 followers · 👍16 🔁0 💬2)  
> Multi bagger kind of morning and it hasn’t even been an hour 😭😭😭💎🙏🏼💝 $asml $lrcx $now $qqq $arm $amd $avgo $spy $spx https://t.co/TRiwCkGnf4

**7.** 🟢 `bullish ` [@sparkle6193920](https://x.com/sparkle6193920/status/2057105419969991006) ✓  (37,367 followers · 👍8 🔁1 💬2)  
> $lrcx making us purr 😻 $amd $mu $avgo $arm $nvda series are on 🔥 https://t.co/CxK7bl9UuT

**8.** ⚪ `neutral ` [@LJKawa](https://x.com/LJKawa/status/2056739664485052418) ✓  (26,066 followers · 👍4 🔁0 💬1)  
> $AMD and $LRCX are two of the most positively correlated S&amp;P 500 constituents to $TLT over the past month and pretty much every oil company is (understandably) very negatively correlated

**9.** 🟢 `bullish ` [@thingsnoticed](https://x.com/thingsnoticed/status/2057084300151976189) ✓  (874 followers · 👍1 🔁0 💬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.** 🟢 `bullish ` [@0xtechquity](https://x.com/0xtechquity/status/2057083409806102727) ✓  (1,586 followers · 👍4 🔁0 💬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.** 🟢 `bullish ` [@StockStormX](https://x.com/StockStormX/status/2056808519781757266) ✓  (4,929 followers · 👍1 🔁0 💬1)  
> @MarketMatrixs memory has unit growth while SaaS fights seat saturation, $MU and $LRCX over $NOW and $ADBE here

**12.** 🔴 `bearish ` [@yxinsights](https://x.com/yxinsights/status/2056727429553545330) ✓  (14,401 followers · 👍1 🔁0 💬1)  
> $LRCX    Lam Research price action appears a little “blow-off-top”py 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.** 🟢 `bullish ` [@guilhermemds_](https://x.com/guilhermemds_/status/2056777036979462299)    (818 followers · 👍0 🔁0 💬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.** ⚪ `neutral ` [@dissectmarkets](https://x.com/dissectmarkets/status/2056768904316457272)    (9,166 followers · 👍0 🔁0 💬1)  
> @SCHDETF I expected this because $TXN and $LRCX and $AMAT and $KLAC are big holdings in $SCHD

**15.** 🟢 `bullish ` [@harry03994688](https://x.com/harry03994688/status/2057240524780949919) ✓  (1,943 followers · 👍2 🔁0 💬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.** 🟢 `bullish ` [@Pulkits77](https://x.com/Pulkits77/status/2057108496362119248) ✓  (2,683 followers · 👍2 🔁0 💬0)  
> Up 6% 🚀  $LRCX   $ASML UP 5%   🧿🙏🏽 Thank you Lord.

**17.** 🗑️ `spam    ` [@onveston](https://x.com/onveston/status/2057063304925720946)    (2,694 followers · 👍1 🔁0 💬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.** 🟢 `bullish ` [@TWFeditor](https://x.com/TWFeditor/status/2057195959038210430)    (1,426 followers · 👍0 🔁0 💬0)  
> $LRCX shares riding high again for #Groesbeck Growth fundholders.

**19.** 🗑️ `spam    ` [@edgebellscore](https://x.com/edgebellscore/status/2057174209076314557) ✓  (657 followers · 👍0 🔁0 💬0)  
> Looks like edgebell scanner nailed the $amd move along with $LRCX and $QCOM  #swingtrading #stockalerts #stocksignals #winningtrades

**20.** 🟢 `bullish ` [@schaeffers](https://x.com/schaeffers/status/2057149256302027187) ✓  (13,766 followers · 👍0 🔁0 💬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 “wall of worry” behavior.  Meanwhile retailers like $TSCO still show persistent skepticism after sharp drawdowns.  $FTNT $W...