Generated: 2026-06-04 03:39
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.38) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 6 neutral · 🔴 4 bearish · 🗑️ 1 spam filtered
Influencer share: 37% (accounts > 10K followers) · Retail share: 16% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TrendSpider (646,217 followers · 👍49 🔁4 💬1)
> In 2024, Jensen Huang said the bottleneck was power, and $VST finished as one of the top performers of the year. In 2025, he said the bottleneck was memory, and $MU / $SNDK proceeded to run up over 10x. Now, he says $MRVL will be the "next trillion-dollar company" Read our ...
2. ⚪ neutral @GpaAndy ✓ (14,279 followers · 👍8 🔁0 💬10)
> us stock perps on @StandX_Official feel like crypto traders just got a new playground. $mu is not some random ticker. it sits right inside the ai chip narrative, which means the moves can get nasty when earnings, nasdaq sentiment, or macro news hit. don’t trade it like a mem...
3. 🟢 bullish @JohnTinsman ✓ (5,566 followers · 👍12 🔁0 💬4)
> Broadcom Sell Off I am not surprised to see the $AVGO selloff. It’s a great company but the valuation metrics could not be justified. When companies with multitudes higher growth are trading for fractions of the valuation metrics, such as $NVDA or $MU, that differential is n...
4. ⚪ neutral @gfc4 ✓ (12,009 followers · 👍11 🔁0 💬2)
> Moves in stocks like $AMD $MU $SNDK $DELL $STX $HPE are giving off Archegos vibes
5. 🟢 bullish @NickDrendel ✓ (23,024 followers · 👍11 🔁1 💬1)
> Daily Recap & Watchlist video is live! - $SNDK $MU $WDC Memories Squeezing Higher - Breadth Deteriorating as Momentum Fades - Bitcoin & Ethereum Crashing Lower - Long Setups: $NBIS $MP $APPS - Short Setups: $SOXL $AXTI $GDX etc. https://t.co/x0lPEBpoCd
6. 🟢 bullish @OpenClawCentral (677 followers · 👍10 🔁0 💬1)
> If Nvidia grows 4x this is incredibly bullish for Micron as Nvidia is their #1 customer. A full Vera Rubin NVL72 rack is 20 Terabytes of HBM! Imagine 4x the demand. Memory demand is exponential, supply is limited. Micron stock will continue to soar. $MU $DRAM $EWY $NVDA https...
7. 🗑️ spam @MajidTulsh32058 ✓ (5,078 followers · 👍6 🔁1 💬1)
> Stocks to Watch in June • 🚀 $MSFT — 427 → 660 • 🚀 $PLTR — 145 → 220 • 🚀 $MU — 1,074 → 1,300 • 🚀 $ORCL — 232 → 420 • 🚀 $CRWD — 757 → 920 • 🚀 $RDDT — 165 → 230 • 🚀 $JPM — 298 → 360 • 🚀 $RTX — 176 → 332 • 🚀 $ISRG — 400 → 520 https://t.co/s3RPfRGqUw
8. 🔴 bearish @0xWives ✓ (12,390 followers · 👍3 🔁0 💬2)
> $MU devs are selling the coin!!!
9. 🔴 bearish @reasonus4 ✓ (1,536 followers · 👍1 🔁0 💬2)
> Retail traders creating biggest wealth gap ever by bidding up overpriced megacaps. They created a semi bubble in $MU for insiders to dump stock. $CRWV insiders dumped $5 Billion at the top. $GOOGL became a bubble and retail got diluted. No buybacks. $TSLA is overbought...
10. 🟢 bullish @StonkValue ✓ (18,551 followers · 👍5 🔁0 💬0)
> AI growth is not slowing down anytime soon! AI spending is projected to hit $2.59T in 2026, up 47% YoY, while data-center demand could nearly 3X by 2030. Top leading AI stocks of 2026: AI Memory / Storage $SNDK - SanDisk $MU - Micron Technology $WDC - Western Digital $STX ...
11. 🟢 bullish @HeidingOut ✓ (9,459 followers · 👍1 🔁0 💬1)
> @IWeWannaKnow @BeardoTrader lol well $AMD and $MU carried me through.
12. 🟢 bullish @dissectmarkets (9,198 followers · 👍1 🔁0 💬1)
> @ElijahColeman21 Bitcoin should be treated like $MU in the past with its up and down cycles before the big boom it had since ChatGPT
13. 🟢 bullish @Phemex_official (469,295 followers · 👍0 🔁0 💬1)
> Everyone talks about $NVDA. Smart money is also watching: $AAOI +305% YTD \| $MU +240% YTD $MRVL +141% YTD \| $LITE +119% YTD AI isn't one stock. It's an entire supply chain. COMPUTEX 2026 starts the next chapter. A New Era of PC is coming. Stay ahead of it: https://t.co/v...
14. ⚪ neutral @BlackMambaMilli ✓ (2,467 followers · 👍0 🔁0 💬1)
> @alexthegoodlife @TheAlphaThought $MU Idk bro you have to zoom out and see the long term trend >2-3years I invest long term not short term
15. ⚪ neutral @SmokeySnipe ✓ (2,019 followers · 👍3 🔁0 💬0)
> $MU cashed out calls at 1000 and went straight to the hype beast store to get fitted https://t.co/aTAklsM6eh
16. 🔴 bearish @R_and_Invest ✓ (3,897 followers · 👍2 🔁0 💬0)
> Omg someone worth $1B on paper why would they ever need $30M? Sell your house & first born to short $MU
17. 🔴 bearish @dissectmarkets (9,198 followers · 👍2 🔁0 💬0)
> Everyone celebrating the topping of the memory bubble $DRAM $MU $SNDK $EWY https://t.co/JRUdLfY8pZ
18. ⚪ neutral @JarvisFlow ✓ (7,465 followers · 👍1 🔁0 💬0)
> It's so weird to see $MU not up 5% up in the overnight session..
19. 🟢 bullish @tweetRRANDO (637 followers · 👍1 🔁0 💬0)
> I own both, but I think $SNDK could outperform $MU over the next year. log scale https://t.co/Um0TaBSDbV
20. ⚪ neutral @TBU12345678 ✓ (9,920 followers · 👍1 🔁0 💬0)
> @when_to_fold_em @NoCapCapital5 @ggpcap there are periods of chunky reversion even in upcycles. the issue with memory is the Hynix ADR is gonna fck with the Hynix local, the Kospi and $MU / $SNDK flows. as that sorts out cap is safer and cheap as ppl got frustrated and sold + ...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (6 directional posts)
Distribution (13 posts): 🟢 6 bullish · ⚪ 7 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 0% (accounts > 10K followers) · Retail share: 54% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @fammetaX ✓ (5,766 followers · 👍21 🔁0 💬10)
> $MRVL. $LRCX. $COHR. $MU. $AMD. all 52-week highs. today. on a red day which ones are you holding https://t.co/uq7gCDd0i6
2. ⚪ neutral @fammetaX ✓ (5,766 followers · 👍23 🔁0 💬2)
> $LRCX almost doubled this year and your portfolio felt every bit of it https://t.co/uaL978KNzp
3. ⚪ neutral @BatsPortfolio ✓ (631 followers · 👍9 🔁0 💬0)
> Watchlist! 🦇 $Lrcx (w) OB Calls above $346.19 $Tgt (d) OB Calls above $125.25 Puts below $122.51 $Aapl (w) OB Calls above $116.94 $Dell (d) Gapfill Puts below $402.27
4. 🟢 bullish @KeithTradeSmith ✓ (4,251 followers · 👍4 🔁1 💬0)
> Market Notes: AI Chips Keep Ripping, Solar Hits Records, Chipotle Stumbles Ignore the AI bears. The semiconductor supply chain just printed another round of one-year highs. AMD $AMD, ASML $ASML, Lam Research $LRCX, Applied Materials $AMAT, KLA $KLAC, and ON Semiconductors $O...
5. ⚪ neutral @TheMarketBishop ✓ (6,027 followers · 👍1 🔁0 💬1)
> $LRCX $410k on calls 9 days out https://t.co/BR3OYTZLRK
6. ⚪ neutral @GoBirds555 (532 followers · 👍2 🔁0 💬0)
> From my second year in masters program. Should have listened to myself and not sold so early. Stock bottomed the literal next day after I submitted my project $LRCX https://t.co/RN7kpqTG6x
7. 🟢 bullish @MalMoncrief ✓ (3,107 followers · 👍1 🔁0 💬0)
> Bought today (starter position): $LRCX Trimmed 10%: $DELL Trimmed 20%: $HBM Trimmed 25%: $CRDO
8. 🟢 bullish @TheMarketBishop ✓ (6,027 followers · 👍1 🔁0 💬0)
> $LRCX Possible push up to $366.57 https://t.co/pZYFc8wKjE
9. ⚪ neutral @nhfortini ✓ (1,019 followers · 👍0 🔁0 💬0)
> Out my $AVGO calls before earnings tonight 4r, $TSM calls expire Friday as well 4R, closed out $LRCX swing 40r. Still swinging $NVDA, $SOLS $ONDS , calls August expiration on $MSFT and $APPL
10. ⚪ neutral @TapeVector ✓ (563 followers · 👍0 🔁0 💬0)
> @TBU12345678 definitely I got $ONTO and $KLAC and $LRCX on my watchlist but I did not have an entry until now and only on $ONTO I am just checking valuation and I think I am going to start a position.
11. 🟢 bullish @MultibaggAIHQ (512 followers · 👍0 🔁0 💬0)
> $LRCX LRCX CASH FLOW STAYS STRONG, BACKING BUYBACKS WITH ABOUT $4.3B STILL AUTHORIZED AS AI-DRIVEN DEMAND LIFTS REVENUE AND MARGINS.
12. 🟢 bullish @Globalmess65 (1,151 followers · 👍0 🔁0 💬0)
> $KLIC finally going after lagging $LRCX $KLAC $AMAT for 20 years.
13. 🟢 bullish @noisetoalpha ✓ (1,200 followers · 👍0 🔁0 💬0)
> $AMAT $ASML $LRCX $KLAC $TSM $INTC $MU $NVDA Applied Materials is scaling Southeast Asia. Nikkei reports $AMAT plans to increase its Southeast Asia workforce by 25% this year, adding roughly 1,000 employees. Most of the new roles are expected to be in Singapore. Why thi...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (20 directional posts)
Distribution (20 posts): 🟢 20 bullish · ⚪ 0 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 30% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 85%
1. 🟢 bullish @TBU12345678 ✓ (9,920 followers · 👍310 🔁21 💬19)
> my big revelation this past week is that the clearest opportunities in the market to me are in semicap - $ONTO $MKSI $AMAT $ASML $LRCX $KLAC. things will stay tight for the foreseeable future which is / will be reflected in a lot of folks but not here yet. Terrafab is also pre...
2. 🟢 bullish @DavidKWilliams ✓ (709,391 followers · 👍59 🔁33 💬47)
> $AMAT is showing real strength inside the semiconductor equipment trade. 🚨📊 On the 15-minute chart, Applied Materials broke out from the 448–454 consolidation zone, reclaimed the 463–464 area, and pushed all the way toward 491. That is a clean momentum move. Right now, $AMAT ...
3. 🟢 bullish @AliShahReinvent ✓ (4,513 followers · 👍43 🔁30 💬28)
> $AMAT is looking solid in the semiconductor equipment space right now. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, reclaimed 463–464, and ran all the way up to 491. That's a pretty clean momentum push. Right now, $AMAT is hanging around the hi...
4. 🟢 bullish @MissBehave2121 ✓ (66,329 followers · 👍45 🔁26 💬29)
> $AMAT is looking solid right now in the semiconductor equipment space. 🚨📊 On the 15-min chart, Applied Materials broke out of the 448–454 zone, took back the 463–464 area, and ran all the way to 491. That's a pretty clean move. Right now it's trading near the highs around 489–...
5. 🟢 bullish @MooreScottmoore ✓ (9,649 followers · 👍39 🔁28 💬29)
> $AMAT is looking solid in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, reclaimed the 463–464 zone, and ran all the way up to 491. That's a clear momentum move. Right now, $AMAT is hanging around 489–490 near t...
6. 🟢 bullish @ChizNobi ✓ (7,044 followers · 👍50 🔁28 💬24)
> $AMAT is really showing strength in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 consolidation, reclaimed the 463–464 area, and ran all the way up to 491. That's some clean momentum. Right now, $AMAT is trading near ...
7. 🟢 bullish @josephcurl ✓ (8,684 followers · 👍44 🔁22 💬30)
> $AMAT is looking strong in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of the 448–454 range, took back the 463–464 area, and ran all the way up to 491. That's a solid momentum move. Now, $AMAT is trading near the highs around 489–...
8. 🟢 bullish @jacknapierlive ✓ (15,314 followers · 👍32 🔁29 💬28)
> $AMAT is looking strong in the semiconductor equipment space. 🚨📊 On the 15-min chart, Applied Materials broke out of the 448–454 range, recaptured the 463–464 zone, and ran all the way up to 491. That's a clean momentum push. Right now, $AMAT is hovering near highs around 489–...
9. 🟢 bullish @saffronroseacts ✓ (8,742 followers · 👍50 🔁21 💬27)
> $AMAT is looking strong in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of the 448–454 range, reclaimed the 463–464 area, and ran up to 491. That's a nice momentum move. Now, $AMAT is trading near the highs around 489–490. Buyers ar...
10. 🟢 bullish @MikePinto3 ✓ (3,557 followers · 👍30 🔁26 💬29)
> $AMAT is looking strong in the semiconductor equipment space right now. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, moved back above 463–464, and ran up to 491. That's some clean momentum. Now it's trading near the highs around 489–490. Buyers...
11. 🟢 bullish @Cobtribefan ✓ (6,403 followers · 👍36 🔁23 💬29)
> $AMAT is looking strong in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of the 448–454 range, reclaimed the 463–464 zone, and ran up to 491. That's a solid momentum move. Right now, $AMAT is trading near the highs around 489–490. Bu...
12. 🟢 bullish @care22t ✓ (4,443 followers · 👍50 🔁20 💬26)
> $AMAT is looking strong in the semiconductor equipment space right now. 🚨📊 On the 15-minute chart, Applied Materials broke out of the 448–454 range, reclaimed the 463–464 zone, and ran all the way up to 491. That's a clear momentum move. It's trading near highs around 489–490....
13. 🟢 bullish @flakeybrunette ✓ (9,102 followers · 👍41 🔁26 💬23)
> $AMAT is looking really strong in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of the 448–454 range, reclaimed the 463–464 zone, and ran up to 491. That's a solid momentum move. Right now, $AMAT is trading near highs around 489–49...
14. 🟢 bullish @aspfrt ✓ (6,501 followers · 👍31 🔁23 💬28)
> $AMAT is looking strong right now in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, climbed back above 463–464, and just kept going all the way up to 491. That's a clean momentum move. Now, $AMAT is hanging ne...
15. 🟢 bullish @Ragequeen__ ✓ (6,029 followers · 👍35 🔁28 💬22)
> $AMAT is looking strong in the semiconductor equipment space right now. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, took back the 463–464 area, and ran straight up to 491. That’s a solid momentum move. Right now, $AMAT is sitting near the high...
16. 🟢 bullish @LisaSongSutton ✓ (21,666 followers · 👍33 🔁29 💬21)
> $AMAT is looking pretty strong right now in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 consolidation zone, reclaimed the 463–464 range, and rallied all the way up to 491. That's a solid momentum move. Currently,...
17. 🟢 bullish @omgitsbunnie ✓ (70,375 followers · 👍32 🔁21 💬26)
> $AMAT is looking really strong in the semiconductor equipment space. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, took back 463–464, and ran straight to 491. That's a solid momentum move. Now it's trading near the highs around 489–490. Buyers a...
18. 🟢 bullish @meloncurls21 ✓ (6,624 followers · 👍33 🔁20 💬23)
> $AMAT is looking really strong in the semiconductor equipment space right now. 🚨📊 On the 15-minute chart, Applied Materials broke out of that 448–454 range, reclaimed the 463–464 zone, and ran all the way up to 491. That's some solid momentum. Right now, $AMAT is trading nea...
19. 🟢 bullish @SergeyCYW ✓ (15,344 followers · 👍22 🔁6 💬1)
> While the Nasdaq-100 is up 21.4% YTD, a smaller group of AI-linked stocks has run far ahead of the index. AI spending is spreading beyond GPUs into semiconductor tools, memory, optics, storage, custom silicon, and AI-resilient software. $AMAT — Applied Materials, +91% YTD A...
20. 🟢 bullish @StarshipTrade (990 followers · 👍8 🔁0 💬2)
> Ross Haber: RS New Highs: $AMAT, $AVGO, $STM, $VSH, $LRCX, $FLEX, $HBM, $ON, $TECK, $INFQ, $ALAB, $FTNT, $FPS, $UMAC, $SEDG, $RXO via @Deepvue