Generated: 2026-06-02 05:54
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.83) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 17% (accounts > 10K followers) · Retail share: 39% (< 2K) · Rocket emoji rate: 6%
1. 🗑️ spam @LeopoldATracker ✓ (64,721 followers · 👍33 🔁2 💬5)
> This is why I believe we're just getting started with $NBIS. It could be the next $MU or $SNDK, especially with its market cap still under $100B. https://t.co/BX20xfphlr
2. 🟢 bullish @athuinvests ✓ (4,262 followers · 👍16 🔁0 💬1)
> 🚨 BUY alert: Bought $MU shares today to ride the road to $2T in a few months. Looks like a 2X from current levels as FY27 valuations are still in single digits. Street will definitely not leave it there for too long. Memory isn't a cyclical business anymore. It is at the he...
3. 🟢 bullish @HyperTechInvest ✓ (39,754 followers · 👍13 🔁1 💬1)
> I wonder how much of that will go directly to $MU balance sheet Memory is going to print so much cash over the next few years Even after this rally, it is still underestimated https://t.co/wMp4kObotQ
4. ⚪ neutral @ZeekTyt ✓ (2,314 followers · 👍1 🔁0 💬2)
> Can someone find me the next $MU
5. 🗑️ spam @midascabal ✓ (59,012 followers · 👍0 🔁0 💬2)
> IMPORTANT 🚨 Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100: I’m building an app to find these 10x stocks early. It can easily spot AI bottlenecks and new narratives before everyone on X (take a look below). Don’t miss out and join the waitlist here: https://...
6. ⚪ neutral @SayNoToTrading ✓ (19,557 followers · 👍0 🔁0 💬2)
> @DougCatsby @amitisinvesting Good point, but isn’t $MU already $1.1 to 1.2T right now?
7. 🔴 bearish @BenBSP ✓ (8,060 followers · 👍0 🔁0 💬2)
> Semi's selling overnight... $NVDA $AMD $MU $DRAM https://t.co/inKwXrbnZC
8. 🟢 bullish @AndrewAaronSkyy ✓ (1,376 followers · 👍2 🔁2 💬0)
> The outlook for $MU is incredibly bullish, and the data in your photo just highlights how much momentum is behind this stock. While some might worry about the RSI level, the reality is that we are in a massive, multi-year AI memory supercycle that makes traditional valuation m...
9. ⚪ neutral @froggytrade (15,363 followers · 👍2 🔁0 💬1)
> When you get a wealth-creation event like $MU $SNDK, inevitably you will see excess liquidity. If you made 2000% on SNDK you’re probably selling at least some of it. You’re probably asking yourself what to buy next, what’s cheap, what’s next?
10. ⚪ neutral @AsianbeBlazin (792 followers · 👍1 🔁0 💬1)
> @Midnight_Captl @jukan05 @Midnight_Captl could very well be the next $MU if Jensen Huang is calling for $MRVL to be the next trillion dollar giant.. that’s a 5x from here…
11. ⚪ neutral @devang_shah ✓ (799 followers · 👍1 🔁0 💬1)
> @QuietNoteDaily Someone who is still waiting for $TSLA to pull $MU types of move ! Need to have long term out look but this is sequence of returns in investing.
12. 🟢 bullish @ResGeoPol (891 followers · 👍0 🔁0 💬1)
> 🚀 High Potential $MU – Strong HBM/AI memory demand. Consensus Strong Buy, avg targets ~$850-900. Cyclical but key AI pick if capex continues.
13. 🟢 bullish @CodexHere (794 followers · 👍0 🔁0 💬1)
> got a few more overnight scoops on $sndk and $mu dips
14. ⚪ neutral @KairosPraxis (4,903 followers · 👍0 🔁0 💬1)
> @LeveragedFun That's fair. Appreciate the pushback. Don't think the software guys are there but I know $MU CEO and others are
15. 🟢 bullish @SPXplays ✓ (1,818 followers · 👍2 🔁0 💬0)
> Isn’t it funny there were no analyst upgrades on $MU when we were buying in the 300s and now there are countless upgrades every week. Ya missed the boat, kiddos. It’s now a $1T+ company…
16. 🟢 bullish @AcresOunces (736 followers · 👍2 🔁0 💬0)
> @calvinfroedge $MU 1200 tomorrow. Semis
17. 🟢 bullish @AyeeWeltoe (3,273 followers · 👍2 🔁0 💬0)
> @GUACAWOLE @yannaarose_ $MU is a great investment
18. 🟢 bullish @bpaynews ✓ (3,117 followers · 👍1 🔁0 💬0)
> BREAKING: AI infra research flags storage/memory as the top bottleneck, with institutions lifting price targets across the board as demand tightens for memory-heavy assets. $MU $SKHYY (no extra hype) https://t.co/OSq2kXgLis
19. 🟢 bullish @real_absadiq ✓ (5,048 followers · 👍1 🔁0 💬0)
> Last month AI stocks exploded. This month, GTC Taipei could decide who leads the next leg higher. I asked @bitget's GetAgent which names stand to benefit most from Nvidia's AI PC push: 🥇 $ARM 🥈 $MU 🥉 $MSFT The market is moving beyond AI data centers and into a full AI ecosy...
20. 🟢 bullish @RealAvidTrader ✓ (6,313 followers · 👍1 🔁0 💬0)
> $MU Incredible, And No its Not Finished https://t.co/IELYfdfETm
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (9 directional posts)
Distribution (12 posts): 🟢 9 bullish · ⚪ 3 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 8% (accounts > 10K followers) · Retail share: 17% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @boymanrobshit ✓ (540 followers · 👍24 🔁0 💬0)
> @insane_analyst Man, your brain damage thesis is holding and strengthening. My head hurts. My own take away here is buy more $BESI and $LRCX sleep well
2. ⚪ neutral @pequityresearch ✓ (4,650 followers · 👍14 🔁0 💬1)
> Article on Ferrotec 👇 > Customers include: $AMAT, $LRCX, Tokyo Electron > Leading market share of 28% in vacuum feedthroughs for WFE > Bunch of locations in China already for Chinese semi exposure > Optical transceivers demand benefitting thermo-electric module sales >...
3. 🟢 bullish @Kingprettii ✓ (7,782 followers · 👍1 🔁0 💬1)
> $ASML $LRCX $AMKR $TER: A global wave of advanced process expansion is sweeping the industry, fully unleashing the growth potential of the equipment and packaging/testing sectors! Key Developments: Strong orders for ASML’s EUV lithography systems, surging demand for advanced p...
4. 🟢 bullish @TradexWhisperer ✓ (128,311 followers · 👍3 🔁0 💬0)
> @JeffBro52400644 Solid names. I like $LRCX $AMAT $MRVL LFG https://t.co/I4RxFAtg2z
5. 🟢 bullish @burcakkctn (2,347 followers · 👍1 🔁0 💬0)
> Lam Research Gains From Memory Recovery HBM and advanced packaging demand continue supporting equipment spending. Stocks to Watch: $LRCX Trader View: Memory investment is becoming an increasingly important AI theme.
6. 🟢 bullish @MarcJacksonLA ✓ (8,214 followers · 👍0 🔁0 💬0)
> $KNX -UBS raises Knight-Swift Transportation target to $94 from $79 Buy - $KSS -Citi raises Kohl's target to $22 from $14 Upgrades to Buy from Neutral - $LRCX -Wells Fargo raises Lam Research target to $575 from $320 Overweight - $LULU -UBS lowers Lululemon target to $153 f...
7. ⚪ neutral @SleepMoneyMaker ✓ (4,021 followers · 👍0 🔁0 💬0)
> Last scan of the day is live (06/05). Top of the board: $LRCX $ORCL $NVDA $TSLA $AMZN These are the names I'm watching into tomorrow👇 https://t.co/VZIloweQsx
8. 🟢 bullish @u_mutlutiryaki (2,493 followers · 👍0 🔁0 💬0)
> Semiconductor Equipment Spending Stays Strong Manufacturers continue expanding production capabilities. Stocks to Watch: $ASML $AMAT $LRCX Trader View: Equipment demand remains tied to long-term AI growth.
9. 🟢 bullish @MarcJacksonLA ✓ (8,214 followers · 👍0 🔁0 💬0)
> $DDOG $MU $LRCX Top Wall Street analysts see robust growth potential in these 3 stocks - Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance. https://t.co/92lzHd5hkQ
10. 🟢 bullish @u_mutlutiryaki (2,493 followers · 👍0 🔁0 💬0)
> Semiconductor Equipment Stocks Continue Benefiting From AI Expansion Demand for advanced chip manufacturing tools remains strong as foundries expand AI-related production capacity. Stocks to Watch: $ASML $AMAT $LRCX $KLAC
11. ⚪ neutral @rachki9509 ✓ (1,080 followers · 👍0 🔁0 💬0)
> $LRCX unbelievable https://t.co/5Gr9oxmxxT
12. 🟢 bullish @StockStormX ✓ (4,949 followers · 👍0 🔁0 💬0)
> @Cointelegraph Loeb is talking his book, he just loaded $ASML $LRCX $KLAC $AVGO last quarter
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (15 directional posts)
Distribution (20 posts): 🟢 15 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 1 spam filtered
Influencer share: 32% (accounts > 10K followers) · Retail share: 42% (< 2K) · Rocket emoji rate: 0%
1. 🗑️ spam @CaseyVSilver ✓ (1,578 followers · 👍98 🔁1 💬1)
> 🚨 Nailed it AGAIN! 🔥 Our Trade Tracs Earnings Surprise tool just crushed it tonight, perfectly calling the big earnings beats for $HPE and $CRDO! 💰📈 If you’re still trading earnings blind, you’re missing out. Trade Tracs is stacked with elite tools built to give you the edge...
2. 🟢 bullish @Gubloinvestor ✓ (43,531 followers · 👍49 🔁0 💬6)
> $CRDO seems solid here to me
3. 🟢 bullish @RyshabTalks ✓ (2,155 followers · 👍27 🔁3 💬3)
> Just finished listening to the Credo $CRDO conference call. The tone was measured and "we got this", "we are ready" vibration. That's what I took away. But the last question that CEO Bill Brennan answered holds the key for me. These are direct quotes: "I think we can defi...
4. ⚪ neutral @DeepValueBagger ✓ (51,098 followers · 👍25 🔁0 💬5)
> Posted my commentary on the $CRDO earning & 12% drop afterhours. https://t.co/Onzzi74VxV
5. 🟢 bullish @InvestmentGuru_ ✓ (40,398 followers · 👍20 🔁2 💬5)
> $CRDO just dropped a monster Q4 — and the market still sold it off. Here’s why Q4 Results → Revenue: $437M (+157% YoY, +7.4% QoQ) — beat estimates → Non-GAAP Gross Margin: 68.3% — crushed the 64-66% guide → Non-GAAP EPS: $1.16 vs $1.02 consensus So why did the stock dump af...
6. ⚪ neutral @_HalalTrader_ ✓ (6,214 followers · 👍15 🔁2 💬6)
> $CRDO red to green tomorrow?
7. 🟢 bullish @_HalalTrader_ ✓ (6,214 followers · 👍24 🔁3 💬1)
> $CRDO Here come price target increases!
8. 🟢 bullish @stockedgeN ✓ (1,278 followers · 👍19 🔁6 💬0)
> Jeffries raises $CRDO PT to $270 with upside case of $390 😱 based on $13 F28 EPS says optics revenue could double to $1.2 b
9. 🟢 bullish @JonahLupton ✓ (552,114 followers · 👍18 🔁1 💬2)
> Couple analyst notes out tonight on $CRDO, both sound bullish https://t.co/D5eEqtYKAV
10. 🟢 bullish @stockedgeN ✓ (1,278 followers · 👍15 🔁5 💬0)
> $CRDO 😱 😮 Mizuho (Vijay Rakesh) reiterates Outperform and raises its PT to $290 (from $260), the most bullish target Title: “Best of Both Worlds” — the thesis is that CRDO benefits from both copper and optical exposure.
11. 🟢 bullish @_HalalTrader_ ✓ (6,214 followers · 👍14 🔁1 💬0)
> $CRDO Jeffries also has a $13 2028 EPS estimate. Makes it a $500 stock by next year InshaAllah.
12. 🟢 bullish @stockedgeN ✓ (1,278 followers · 👍12 🔁2 💬0)
> $CRDO A couple of research reports now out and sell side is resetting to higher numbers based mainly on optics upside. Interestingly both Barclays and TD COWEN now have $260 PTs with TD raising post results. ⬆️ TD says Credo remains top pick. Barclays says it is one of thei...
13. 🟢 bullish @JonahLupton ✓ (552,114 followers · 👍13 🔁0 💬0)
> Fwiw, when I say 90-95% I’m being very conservative, I just want to see traction in their opticals business, if it shows up then $CRDO probably does 100-110% revenue growth in FY2027 so eps growth looks like like 110-120% in which case $CRDO was trading AH at a NTM PEG ratio o...
14. ⚪ neutral @stockedgeN ✓ (1,278 followers · 👍6 🔁0 💬2)
> Would be interesting $CRDO opens red, goes flattish, to finish green
15. 🟢 bullish @_HalalTrader_ ✓ (6,214 followers · 👍10 🔁0 💬0)
> $CRDO Another PT increase to $300. So it’s not just me that thought the numbers, guide and call were super bullish.
16. 🟢 bullish @stockedgeN ✓ (1,278 followers · 👍5 🔁1 💬1)
> Here are some updated PTs rolling in post $CRDO print with high 200s now base case with mid to high $300 bull case with a range of EPS from $6-13 ( bull case ) https://t.co/C9x2zuvoiZ
17. 🟢 bullish @hoarderresearch ✓ (736 followers · 👍0 🔁0 💬3)
> The copper/optical interconnect layer is the most underappreciated part of the AI buildout. Everyone chases the GPUs at the expense of not pricing in what moves the data between them. $CRDO figured that out early and built the margins to prove it. 68% gross on hardware is not ...
18. 🟢 bullish @stockedgeN ✓ (1,278 followers · 👍4 🔁2 💬0)
> Roth raises $CRDO PT to $300 from $200 citing second half growth to accelerate sharply with the ramp of multiple new optical products to complement the AEC business.
19. 🟢 bullish @RosannaInvests ✓ (26,221 followers · 👍4 🔁0 💬0)
> @StonkChris Excellent report. So the growth has decelerated…some slight delay from 1H to 2H 2027 (back half weighted FY27). A priced-for-perfection sell-off, not a broken-thesis sell-off but it was AH. Long $CRDO 💪
20. ⚪ neutral @Alex__Salomon (1,489 followers · 👍0 🔁0 💬1)
> @FinnStockinger Thanks for the write up. Here’s the conundrum: $CRDO is the gold standard for copper until CPO comes along, and then they’ll try that too. They are damned for being top flight now and damned for waiting for later. Tough spot!! 1/2