Generated: 2026-05-25 03:01
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 7 neutral Β· π΄ 0 bearish Β· ποΈ 2 spam filtered
Influencer share: 56% (accounts > 10K followers) Β· Retail share: 22% (< 2K) Β· Rocket emoji rate: 6%
1. βͺ neutral @equitydd β (8,435 followers Β· π305 π83 π¬3)
> Photonics Powering The AI Revolution $MXL $CRDO $LITE $AAOI $FN $MRVL $COHR $MTSI $AXTI
2. βͺ neutral @Gubloinvestor β (34,339 followers Β· π209 π7 π¬27)
> My 3 major holdings are $MU $CRDO $SIVE $SIVEF
3. βͺ neutral @demian_ai β (15,338 followers Β· π188 π13 π¬11)
> The ai bottleneck map moved this week... $ALAB +40.6%. $CRDO +35.7%. Maybe we should rename this a « networking week » Networking and retimers led. If clusters are becoming the computer, the fabric is part of compute. Custom silicon came back through ARM at +48.2%. The next...
4. π’ bullish @davey_juice β (7,173 followers Β· π127 π5 π¬6)
> $nvda under 220, has to be the most obvious long since $crdo under 100 a month or two ago
5. π’ bullish @Gubloinvestor β (34,339 followers Β· π39 π2 π¬9)
> $CRDO will trade at $300 this year Sales growth Year over Year 2024 5% 2025 126% 2026 211% 2027 59% 2028 33% 2029 43% https://t.co/7RCX7BXddI
6. ποΈ spam @ripster47 β (460,930 followers Β· π27 π4 π¬5)
> π‘ Focus on AI Lifecyle Bottleneck Swing Trades to Grow your Portfolio! How to do do it? -> Research Key Bottlenecks and Stocks -> Look for Pullback to Support or MTF Clouds -> Enter on Best Risk Reward -> Hold Winners -> Research with @tenet_research -> $FL...
7. βͺ neutral @Gubloinvestor β (34,339 followers Β· π26 π1 π¬6)
> $CRDO holders on Tuesday https://t.co/Ouef95qcBS
8. π’ bullish @JungleStocks β (1,339 followers Β· π35 π1 π¬0)
> @opanpinkoff Totally agree bro , $CRDO went from 114$ to 200$ in weeks . Need to follow rotation and volume
9. βͺ neutral @TheETFTracker β (51,510 followers Β· π19 π3 π¬2)
> Here is every stock currently in the KraneShares Global Humanoid and Embodied Intelligence Index ETF $KOID: π₯ Credo Technology $CRDO 3.43% weighting π₯ STMicroelectronics $STM 3.07% π₯ Infineon Technologies 2.94% 4. Harmonic Drive Systems 2.78% 5. Renesas Electronics 2.72% 6. L...
10. βͺ neutral @JasonL_Capital β (41,996 followers Β· π12 π1 π¬1)
> 2. $CRDO - Credo Technology Builds the retimers, optical DSPs, and active electrical cables that maintain signal integrity at rack level inside AI clusters. Revenue of $407M last quarter, up 272% year over year. Acquired DustPhotonics to move into silicon photonics. Targeting...
11. π’ bullish @Gubloinvestor β (34,339 followers Β· π9 π0 π¬2)
> @KoiNishikigoii i think $MU should see $1200 to $1500 $CRDO $400 n $sive $20-30. i was hoping for $10 but its already $7.30 so
12. π’ bullish @iamfabian β (2,291 followers Β· π7 π0 π¬2)
> I have been a $CRDO and $ALAB bull before it became cool to be Credo and ALAB bull. To think people dismissed there these two names back in January... what a discount it was do buy even more and let the market do its thing! I do not talk as much about $ALAB as I do about Cre...
13. π’ bullish @RosannaInvests β (24,745 followers Β· π6 π1 π¬0)
> @Gubloinvestor $CRDO π₯ one of my longest holdings in this space. Earnings are always great. Triple digit growth. π«
14. ποΈ spam @TENETTRADEGROUP β (30,643 followers Β· π5 π1 π¬0)
> How To Find Swing Trades Using Tenet Research $CRDO $FLNC Watch the video to learn how to trade this repeatable pattern π― @ripster47 \| @tenet_research \| @TenetCharts https://t.co/dZkSCeYlG6
15. π’ bullish @RosannaInvests β (24,745 followers Β· π7 π0 π¬0)
> I was early to $CRDO. Technically it was due to pullback so narrative FOLLOWS the drawdown! Now market and everyone LOVES $CRDO π We find the asymmetric plays BEFORE consensus π«
16. π’ bullish @AsianbeBlazin (788 followers Β· π0 π0 π¬2)
> @aleabitoreddit I need you to pay attention to $CRDO ππ€·ββοΈπ
17. βͺ neutral @noriqpf (631 followers Β· π2 π0 π¬1)
> @ripster47 @tenet_research My internal plan is as follows $FLNC $CRDO β¬οΈDetails are as follows π»β©οΈ
18. π’ bullish @gainzalgo β (10,501 followers Β· π2 π0 π¬1)
> @TheProfInvestor $ALAB $CRDO $NVTS $QCOM all still look early semis arenβt done, theyβre rotating
19. π’ bullish @Bl33ding1 β (2,994 followers Β· π1 π0 π¬1)
> Good reminder that leadership usually rotates deeper into the supply chain before a cycle fully peaks, which is why names like $ALAB, $CRDO, $NVTS and $QCOM can still have room if AI infrastructure spending stays strong. Meanwhile smaller momentum names like $TROO, $SIDU and ...
20. π’ bullish @Path21Mil β (569 followers Β· π1 π0 π¬1)
> @TheProfInvestor $CRDO seems like ready to ride for another run
Sentiment: π’π’π’π’π’ Bullish (score +0.75) Β· β high confidence (16 directional posts)
Distribution (20 posts): π’ 14 bullish Β· βͺ 3 neutral Β· π΄ 2 bearish Β· ποΈ 1 spam filtered
Influencer share: 32% (accounts > 10K followers) Β· Retail share: 32% (< 2K) Β· Rocket emoji rate: 16%
1. π΄ bearish @EliteOptions2 β (245,275 followers Β· π121 π4 π¬43)
> $MU Trade Idea: May 29 700P Trigger: 750 π Targets: 727, 700 π― Stop: 772 π MU moved from 652 to 780 last week. MU reversed 30 points lower into the close on Friday as well, so the price action started to look weaker into the end of the week. If MU fails to hold near 750, i...
2. π’ bullish @CKCapitalxx β (36,682 followers Β· π137 π15 π¬13)
> People think they missed the memory trade. I donβt think they have even seen the middle of it. Right before the AI boom hit $MU, $SNDK, and $SK Hynix all cut production. The memory cycle had been brutal. Prices were collapsing. The rational move was to slow output and wait ...
3. ποΈ spam @EliteOptions2 β (245,279 followers Β· π82 π5 π¬22)
> Elite Options TRADE IDEAS for week of May 29th π₯ $MU 5/29 700P under 750 \| π― 727, 700 SL 772 $AMD 5/29 490C above 471 \| π― 480, 492 SL 460 $SPX 5/27 7550C at 7500 \| π― 7546, 7576 SL 7648 $SPX 5/27 7400P at 7468 \| π― 7438, 7400 SL 7500 https://t.co/zcX8pX4mGO
4. π’ bullish @mistressdivy β (44,378 followers Β· π92 π12 π¬5)
> 10 stocks Iβd load up on aggressively if they dropped to these levels ππ 1. $NOW under $100 2. $HIMS under $20 3. $MU under $70 4. $BULL under $5 5. $HOOD under $60 6. $PLTR under $120 7. $OSCR under $15 8. $IREN under $40 9. $NBIS under $140 10. $EOSE under $6 These are the...
5. π’ bullish @CKCapitalxx β (36,682 followers Β· π82 π0 π¬10)
> If Trump is saying buy. $MU Why not. Glad iβm at least in $DRAM https://t.co/vyEe14Yjrt
6. π’ bullish @MarcosMillaYT β (9,920 followers Β· π37 π8 π¬5)
> If we see a huge pullback in the stock market within the next 12 months⦠you better be loading up on: 1) NVIDIA $NVDA 2) Micron $MU 3) AMD $AMD 4) Broadcom $AVGO 5) Google $GOOG 6) Apple $AAPL 7) SpaceX 8) ASML $ASML 9) TSM $TSM 10) Walmart $WMT ETFs with high upside⦠but ...
7. π΄ bearish @LEAPTRADER_ β (33,767 followers Β· π16 π1 π¬3)
> POV: You wake up and itβs 2025: $MU is at $70, and everyoneβs calling it cyclical. https://t.co/wNF58DBZnw
8. βͺ neutral @ConvexValue β (13,959 followers Β· π6 π2 π¬2)
> Playing around with this monte-carlo dashboard cvforge built last week - for $MU. Last week I asked it for probabilities of MU falling below 700 my May 22. Now, spinned up the app again to see probabilities of $MU touching 600 by August and finishing below 600. It makes ana...
9. π’ bullish @shiqin β (1,402 followers Β· π4 π0 π¬3)
> @StockMKTNewz $MU bulls eating incredibly good today. π
10. βͺ neutral @austinsemis β (5,134 followers Β· π4 π1 π¬1)
> π $TSM for $MU base die HBM4E
11. π’ bullish @TheMarket_Monk β (2,837 followers Β· π7 π0 π¬0)
> Who else thinks buying $MU under $700 last week was a gift from the gods? https://t.co/QSBqsGZ8Y0
12. π’ bullish @imnotharsh β (4,414 followers Β· π3 π0 π¬1)
> China is becoming comical with claims now. FUD/propaganda basically. Especially when they have reliance on smuggled/foreign parts Started with DeepSeek narrative killing $NVDA. Yesterday, they tried to unsuccessfully push FUD against $MU $SK Hynix and Samsung that CXMT (who...
13. π’ bullish @BenBSP β (7,431 followers Β· π3 π0 π¬1)
> Long swings on $AMD $MU $DRAM π€π€
14. π’ bullish @OpenClawCentral (523 followers Β· π2 π0 π¬1)
> As we ultimately move into photonics based compute ayatems one thing doesnt change: DRAM and HBM, as storage cells remain electronic because they are extremely dense and mature. $MU $DRAM
15. π’ bullish @OpenClawCentral (523 followers Β· π5 π0 π¬0)
> @Mr_Derivatives @grok Its $NVDA or $MU $DRAM. Consider the mcap and of Micron -it has much more room to grow
16. π’ bullish @torisan_unya β (613 followers Β· π3 π1 π¬0)
> https://t.co/vfgHy0mVIl $MU Memory will experience massive demand in the AI era. This is because memory is essential for AI to process larger amounts of information and deliver greater outcomes. So, how will the underlying demand for AI itself grow? To draw an analogy fro...
17. π’ bullish @TheMarket_Monk β (2,837 followers Β· π2 π0 π¬1)
> @LEAPTRADER_ $MU here to stay
18. π’ bullish @MrStealth27 β (1,456 followers Β· π4 π0 π¬0)
> $DRAM smashed records with $6.5B AUM in just 27 days, fastest ETF ever beating $IBIT. AI memory demand is wild for $MU. https://t.co/nTiXYhjh24
19. βͺ neutral @sssvenky β (7,025 followers Β· π2 π1 π¬0)
> $MRVL earnings this upcoming week. Both $MU $INTC look decent but I am not sure if I want to be aggressively long this week. Want to see how they close on Tuesday. https://t.co/tdAtb7RAsE
20. π’ bullish @middatyildiz β (1,247 followers Β· π2 π1 π¬0)
> $MU $800 this week $1000 August 2026 $1200 October $1400 November $1500 January 2027
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· β οΈ low confidence (2 directional posts)
Distribution (4 posts): π’ 2 bullish Β· βͺ 2 neutral Β· π΄ 0 bearish Β· ποΈ 0 spam filtered
Influencer share: 25% (accounts > 10K followers) Β· Retail share: 75% (< 2K) Β· Rocket emoji rate: 0%
Risk flags: β οΈ RETAIL-HEAVY
1. π’ bullish @_charan_04 β (1,285 followers Β· π5 π1 π¬0)
> $LRCX 325 plus by EOW
2. βͺ neutral @EmmanuelInvest β (1,796 followers Β· π0 π2 π¬0)
> π¨ SEMICONDUCTOR EQUIPMENT SUPPLIER STOCKS SNAPSHOT Mildly red session β Quiet consolidation across the group π π TODAYβS SEMI EQUIPMENT SNAPSHOT π΄ $LRCX (Lam Research) β $303.87 -0.48% π΄ $AMAT (Applied Materials) β $430.62 -0.36% β $TOELY (Tokyo Electron) β $157.04 0.00...
3. π’ bullish @EmmanuelInvest β (1,796 followers Β· π0 π0 π¬0)
> Coatue just refreshed its ~$70B portfolio β and the message is loud and clear: AI infrastructure > software. Top holdings are dominated by semis, power, and data center plays: $TSM $GEV $LRCX $AMAT $AVGO $ETN $AMZN $META $CEG $GOOGL Big additions: $EQIX $ASML $QCOM $MU $V ...
4. βͺ neutral @marketwirenews β (60,949 followers Β· π0 π0 π¬0)
> $LRCX - Billionaire Philippe Laffont Trimmed 8 of His Funds Top 10 Positions Last Quarter Heres What the Other 2 Have in Common News & Disclaimer https://t.co/ygV4oSAqUu