Generated: 2026-05-22 02:56
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) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 6 neutral · 🔴 0 bearish · 🗑️ 2 spam filtered
Influencer share: 61% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. 🗑️ spam @babyfolio ✓ (14,907 followers · 👍88 🔁1 💬28)
> This week alone: • $FCEL- mentioned today (yesterday for subs) → already up 30% • $CRDO - called at $156 → now $190 • $PNG - called at C$7 → now C$7.70 Sub/Free, Either way, if you followed the conviction, you made money. And I didn’t even include SK Square… mentioned that ...
2. 🟢 bullish @ripster47 ✓ (460,561 followers · 👍109 🔁12 💬8)
> 🚨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.
3. 🗑️ spam @ripster47 ✓ (460,553 followers · 👍123 🔁14 💬0)
> 🚨Watch Today's Timestamped Recap and change your life with these concepts > AI Bottleneck Trades $ARM $FCEL > Find Home Run Swings & Longs $CRDO > MTF Setups $CRCL > Find & Trade Breakout Charts $ENPH > How to Trade Hot News Setups $IBM Youtube htt...
4. ⚪ neutral @CaseyVSilver ✓ (1,439 followers · 👍83 🔁0 💬10)
> 📊 Watchlist Update — May 21, 2026 👀 4 stocks on my radar: 📌 $VOYG @ $39.50 📌 $CRDO @ $170.90 📌 $ASTS @ $92.00 📌 $DOCN @ $149.30 🔗 https://t.co/4GmCEUEuqE
5. ⚪ neutral @FeroceResearch ✓ (11,411 followers · 👍83 🔁1 💬8)
> No flow or quantitative positioning gets past me btw, I just don’t spam orders unless it truly stands out I value quality over quantity and that’s a principle I’ve always stuck true to Most recent quantitative positioning posts I’ve put out have been on $MU $ALAB $CRDO $FC...
6. 🟢 bullish @NickSchmidt ✓ (161,532 followers · 👍64 🔁6 💬8)
> $CRDO setup exactly like $ALAB was last week https://t.co/PfOZo3XSwa
7. 🟢 bullish @Gubloinvestor (33,763 followers · 👍45 🔁3 💬14)
> $CRDO is your next $ALAB to RUN..
8. 🟢 bullish @Gubloinvestor (33,763 followers · 👍36 🔁7 💬10)
> $CRDO is walking on $ALAB footsteps.. Trading at lower valuations.. $200 and next stop is $250. https://t.co/ds5SdZbxhw
9. 🟢 bullish @StonkChris ✓ (34,515 followers · 👍38 🔁3 💬7)
> 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
10. ⚪ neutral @Gubloinvestor (33,763 followers · 👍27 🔁1 💬9)
> I initiated a position in $CRDO yesterday at $183.44 a share.
11. ⚪ neutral @KairosPraxis (4,758 followers · 👍36 🔁2 💬3)
> Spotting $CRDO wires in datacenters is a fun hobby https://t.co/7bIFXksIGL
12. 🟢 bullish @ripster47 ✓ (460,553 followers · 👍25 🔁2 💬6)
> $CRDO 🚨🚨 Hit 193+ Gave this setup at 150s here See before/after Took our swing portfolio big this week at @tenet_research https://t.co/Z98irHjRSC
13. ⚪ neutral @RemoteNavigator ✓ (9,144 followers · 👍25 🔁3 💬5)
> Portfolio Update 🧭🌱 The core holdings in my portfolio have remained unchanged: $RDW $CRDO $QCOM $RDDT $ASTS $DGXX $LUNR $BRUN $NTNX However, I have made some changes in the smaller positions. New stocks: $BLDP: I stumbled on this completely randomly, outside of any soci...
14. 🟢 bullish @OptionsMir ✓ (21,607 followers · 👍20 🔁0 💬4)
> $ALAB 230 ⇨ 300 by june ✅ $CRDO was the tell. monster base 🤯 https://t.co/KimB0O8IfA
15. 🟢 bullish @MarketMaestro1 ✓ (45,609 followers · 👍17 🔁2 💬2)
> $CRDO getting ready for breakout 🤞 https://t.co/QIjQqf5OiJ
16. 🟢 bullish @stockedgeN ✓ (1,196 followers · 👍13 🔁4 💬1)
> $NVDA Q1 FY27 — the read-through for AI connectivity names ( $CRDO $ALAB ). Datacenter networking nearly TRIPLED YoY (~$15B) vs compute +77% (~$60B). Interconnect is growing ~2x faster than the accelerators it connects. That’s the structural story for the scale-out interconn...
17. 🟢 bullish @InvestmentGuru_ ✓ (31,696 followers · 👍11 🔁1 💬2)
> $MU $CRDO $AAOI $AXTI $MRVL all green today
18. ⚪ neutral @davey_juice ✓ (7,160 followers · 👍7 🔁0 💬2)
> Essentially swapping some $crdo in 193-195s exposure for $nvda in 218- 219 area here Maintaining $crdo as # 1 pos for now by a bit
19. 🟢 bullish @davey_juice ✓ (7,160 followers · 👍12 🔁0 💬0)
> Sold the extra exposure I added literally 2 days ago on $crdo at 156 here at 195. Not a bad return for 2 market days of 25% Boy do I love my twin high beta bros $crdo $app
20. 🟢 bullish @Mj4Stocks ✓ (2,050 followers · 👍8 🔁2 💬0)
> $CRDO That yellow line retest was pure 🤌 This is flagging here just below this ATH level. So might get explosive like ALAB. https://t.co/pk29p6UCN3
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 8 neutral · 🔴 0 bearish · 🗑️ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @StockSavvyShay ✓ (401,432 followers · 👍103 🔁14 💬14)
> $AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster. She said AMD’s two major bets were $TSM and advanced packaging and both are now foundational to the AI semiconductor supply chain. https://t.co/xdPWKL5tCg
2. 🟢 bullish @jasonschips ✓ (3,869 followers · 👍110 🔁3 💬3)
> Mega bullish for logic $TSM $INTC If "a chip is a chip" all the margins flows to foundries which are both differentiated AND scarce (a very rare combo)
3. 🟢 bullish @1000xStocks ✓ (11,975 followers · 👍67 🔁6 💬7)
> $AMD just invested $10 billion into $TSM's ecosystem… and started production of the world's first 2nm AI chip. This is AMD locking in supply before competitors even get close. Here's what the $10B actually does: • Secures TSMC 2nm capacity before others get there • Fund...
4. ⚪ neutral @treasureh8nter ✓ (2,222 followers · 👍47 🔁3 💬2)
> According to reports, $AMD CEO Lisa Su spent Thursday attending a full day of closed-door meetings at a Taipei hotel, with no public appearances scheduled. (She’s basically doing deals with the Taiwan semiconductor elite, $TSM C C Wei, Foxconn, Wiwynn, Inventec etc….) She is...
5. 🟢 bullish @LongGameEquity ✓ (2,979 followers · 👍48 🔁0 💬3)
> $AMD is executing masterfully on the physical supply chain. Locking down TSMC 2nm capacity for next-gen Venice and securing memory packaging with a huge $10B Taiwan expansion means they can actually deliver on AI demand while others hit allocation bottlenecks. Big win. $AMD $TSM
6. ⚪ neutral @JerryCap ✓ (57,531 followers · 👍37 🔁4 💬4)
> There really isn't a better company to own than $ASML. In comparison to the goated $ASML monopoly $TSM looks like it operates in perfect competition. $ASML "CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market to...
7. 🟢 bullish @MikeLongTerm ✓ (24,757 followers · 👍43 🔁5 💬1)
> BREAKING $AMD\| $TSM Chairman & CEO Dr. C.C. Wei said @AMD EPYC Venice CPU is our most advanced 2nm (N2) Process Technology and the First & Highest High-performance/AI server CPUs. “We are pleased to see AMD continue to make strong progress with its next-generation EPYC proc...
8. 🟢 bullish @Sam_Badawi ✓ (45,017 followers · 👍38 🔁3 💬0)
> $AMKR continues to strengthen its position in advanced chip packaging through an expanded partnership with $AMD, while also deepening relationships across the AI ecosystem with companies like $TSM, $NVDA, and $AAPL. The company is building out its Arizona footprint with an ad...
9. ⚪ neutral @Sayzryn ✓ (1,085 followers · 👍15 🔁0 💬7)
> You have $1,000 Which stock are you buying? $TSM or $ASML https://t.co/tlukySvIqq
10. ⚪ neutral @JohnTinsman ✓ (4,771 followers · 👍16 🔁1 💬5)
> Soon many of these designs will be made in America as well. $AMD CPU production by $TSM is moving to America soon! https://t.co/GKC8xrNrOl
11. ⚪ neutral @Alex_Intel_ (3,534 followers · 👍22 🔁0 💬2)
> Let's go $INTC $TSM https://t.co/2tRKz6NuHO
12. 🗑️ spam @Mark0087yolv11 ✓ (11,314 followers · 👍21 🔁0 💬2)
> Stocks to Watch Before May Ends Not a guess — based on fundamentals, trend, and valuation. • 🚀 ( $TSM ) — 403 → 548 • 🚀 ( $ORCL ) — 189 → 314 • 🚀 ( $NET ) — 210 → 328 • 🚀 ( $SNOW ) — 163 → 252 • 🚀 ( $SHOP ) — 104 → 178 • 🚀 ( $TTD ) — 21 → 46 • 🚀 ( $MDB ) — 314 → 448 • 🚀...
13. 🟢 bullish @CyrusTheGreat ✓ (2,170 followers · 👍12 🔁0 💬2)
> AI demand isn’t slowing. HBM is the scarcest resource in AI, accelerators keep selling out, and every leading-edge chip routes through Taiwan. All three win as the buildout scales. $MU $AMD $TSM
14. 🟢 bullish @AIStockSavvy ✓ (33,604 followers · 👍13 🔁0 💬0)
> AMD CEO Lisa Su: We Made Two Bets. One Was TSMC. That Turned Out to Be a Great Bet for Us. The Second Was Advanced Packaging. Now the Entire Industry Is Using This - $AMD $TSM
15. ⚪ neutral @EconNotes_ ✓ (763 followers · 👍3 🔁0 💬3)
> If you had to bet on one side of the AI trade, what are you choosing? $NVDA + $TSM OR $AMD + $SNOW
16. ⚪ neutral @TheValueist ✓ (31,201 followers · 👍8 🔁1 💬0)
> $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L
17. ⚪ neutral @timothycbates ✓ (7,830 followers · 👍0 🔁0 💬2)
> I guess the bet is that $INTC starts generating $TSM level profit (~$20B last quarter, growing at 50%). That would get them a $2T valuation. Maybe 4x by 2030. But yeah… a LOT is priced in :-) Lip-Bu is vastly better than pat, and brings the $CDNS SDK/partner foundry experience...
18. 🟢 bullish @TradexWhisperer ✓ (120,711 followers · 👍3 🔁0 💬1)
> @TimotheeC95 $TSM most of by short-term profits go into $TSM.
19. 🟢 bullish @quantLR ✓ (2,185 followers · 👍6 🔁0 💬0)
> We're currently in the Goldilocks zone, and the constraint holds through at least 2027. $TSM is expanding fast enough ($56B this year, $150B next three years) that Intel and Samsung can't realistically close the gap, but the new fabs being funded today don't produce wafers un...
20. 🟢 bullish @buysidedigest ✓ (2,854 followers · 👍3 🔁1 💬0)
> $TSM. Taiwan Semiconductor. Cooper Investors top Q1 2026 contributor. +104.68% over 52 weeks. Cooper: "uncertainty at the software layer; TSM operates in more certain territory." - 52-week return: +104.68% - Q1 2026 top contributor for Cooper Investors - Market cap: $2.06 tri...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.82) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 7 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 61% (accounts > 10K followers) · Retail share: 28% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @Midnight_Captl ✓ (11,303 followers · 👍118 🔁2 💬19)
> The only reason there are only three companies that produce memory today is not because memory is so insanely complex to make, it’s because it’s historically been a pretty shit business, at times even having negative gross margins Now $MU has >80% gross margins…
2. ⚪ neutral @TheETFTracker ✓ (51,071 followers · 👍45 🔁5 💬2)
> THE FASTEST ETF TO $10 BILLION IN HISTORY The Roundhill Memory ETF $DRAM has surpassed $10B in assets since launching in April 2026. $DRAM is the first-ever memory stock ETF, giving 🇺🇸 investors direct access to SK Hynix and Samsung alongside Micron $MU in a single fund.
3. ⚪ neutral @TheValueist ✓ (31,201 followers · 👍32 🔁5 💬2)
> $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY The podcast is a 29:36 Dwarkesh Patel conversation recorded at a Jane Street Texas data center with Ron Minsky, who co-leads Jane Street’s technology group, and Dan Pontecorvo, who runs Jane Street’s physical engineering team. The discu...
4. 🟢 bullish @F28X5 (1,542 followers · 👍35 🔁0 💬0)
> 2026-2028 $MU - Rerating can occur in uneven phases or all at once, who knows ? - Institutional Ownership 86.70% signals strong interest from "smart money" (mutual funds, pension funds, hedge funds, etc.), which adds credibility, liquidity, and stability. The “memory is jus...
5. 🟢 bullish @wey_how12640 ✓ (6,622 followers · 👍13 🔁3 💬2)
> May 21, 2026 - Kissing, Rotating and Tossing Babies $SNDK $MU $NBIS $BE $LITE $MRVL $CIEN $APLD $DOCN $NVDA $CRWD $GLW $ORCL $CBRS $PLTR $APP A) Portfolio Management Position management is an art, as in it is personal. It goes beyond the technicalities on individual charts o...
6. ⚪ neutral @vandy_trades ✓ (12,053 followers · 👍14 🔁1 💬2)
> On watch tomorrow: $MU $NVDA $PLTR
7. 🟢 bullish @InvestmentGuru_ ✓ (31,696 followers · 👍11 🔁1 💬2)
> $MU $CRDO $AAOI $AXTI $MRVL all green today
8. 🟢 bullish @vandy_trades ✓ (12,053 followers · 👍12 🔁1 💬1)
> 🚨 Set up of the day tomorrow $MU Great pullback to the 20ema, hold and a close over weekly highs today ( 757). We closed in our open bullgap and with a hold over 757 we can see a push to 776. A push to 776 and there is an 84% chance we continue higher. This would likely br...
9. 🟢 bullish @bill_baruch ✓ (10,586 followers · 👍13 🔁0 💬1)
> We made it through another $NVDA earnings report and it lifted names like $MU $ARM $LRCX. Elsewhere $WMT down but $LLY keeps going. $SPY 1% from a record high taking us into the final day of the week. https://t.co/Jsd2X0H2wC
10. 🟢 bullish @FranVezz ✓ (19,792 followers · 👍5 🔁2 💬0)
> The SAFE way to build exposure: Having open longs pay for NEW risk. 👉https://t.co/2pxwuF3HRC On the docket: - Portfolio boosted by $ARM, $DELL, $MU - In a leader? Let it work! Hands off the wheel - 6 trade ideas for tomorrow - Copping $RKLB offering on the chin! - Indexes i...
11. 🗑️ spam @grubbeypatriot ✓ (5,166 followers · 👍3 🔁1 💬1)
> Calling out bangers in the discord as usual. Traders join us and start banking. If your furu was telling you short you need to look elsewhere. I give constant market updates, levels to watch. Entries and exits. Called $CRCL and $SOL. Also called $MU, $NVDA multiple times. http...
12. ⚪ neutral @F28X5 (1,542 followers · 👍2 🔁0 💬1)
> The AI Speed Trap & The Memory Wall slides 1-4/8 $DRAM $MU https://t.co/gSsEkt2EZC
13. 🟢 bullish @TheValueist ✓ (31,201 followers · 👍5 🔁0 💬0)
> $NVDA $MU $SNDK $LITE $GOOGL Straight from the horse’s mouth. Bullish GOOGL and the GAI infrastructure trade. Yet, they still have much more to figure it out for broader enterprise adoption. I forgot how nice GOOGL offices are. https://t.co/pl3QFo3QHO
14. 🟢 bullish @williamosAI ✓ (1,888 followers · 👍1 🔁0 💬1)
> Heatmap Snapshot 🧱 AI infrastructure names led the charge today: $NVDA leading the pack $TSM +1.38% $MU +4.11% $AAPL +0.91% The hardware foundation is back in control. (3/4)
15. 🗑️ spam @uybmnko (5,361 followers · 👍1 🔁0 💬1)
> Fast wavs to reach $6Mbefore2027: I'll say this only once. $RKLB (Rocket Lab) → $123 Must buy $MU (Micron) → $705 Must buy $INTC (Intel) → $115 Must buy $CRWV (CoreWeave) → $96 Must buy $BE (Bloom Energy) → $270 Must buy
16. ⚪ neutral @madaznfootballr ✓ (97,877 followers · 👍1 🔁0 💬1)
> Trader 'madazmoney' traded $INFQ $MU $NIVF $SDA $SNDK $TRNR $PCLA $AKTX with a loss of: -$2,880.68, earning the rank 'PANHANDLING ON THE STREET CORNER' on 2026-05-21. @madaznfootballr See more trades & create your own trades/profit charts! https://t.co/JFJxXrg6GD
17. ⚪ neutral @jksaltman (753 followers · 👍0 🔁0 💬1)
> @DeepValueBagger @goooonnney @BoBbyPleWniaK He’s about to get a bunch of great sailing experience! Can I ask, do you think $MU could still be a buy around $700? Seems like Chips are going to be such a HUGE part of the next 5 years.
18. ⚪ neutral @DreBob0 ✓ (1,037 followers · 👍0 🔁0 💬1)
> @Midnight_Captl Sounds like your short $MU
19. 🔴 bearish @matthughes13 ✓ (51,628 followers · 👍3 🔁0 💬0)
> @Szmidek1 They probably bought $MU at 818 since they love buying high
20. 🟢 bullish @JamesTrvdes ✓ (2,714 followers · 👍2 🔁0 💬0)
> I’ve got almost 30% of my entire book long memory, surely this won’t end well 👀 $SNDK $MU https://t.co/ymryJrPrOf