Generated: 2026-06-05 03:01
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.75) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 8 neutral · 🔴 1 bearish · 🗑️ 4 spam filtered
Influencer share: 31% (accounts > 10K followers) · Retail share: 50% (< 2K) · Rocket emoji rate: 6%
1. 🗑️ spam @StockOptionCole ✓ (31,065 followers · 👍62 🔁2 💬8)
> Alerts Today while on vacation 🏆 $INTC 9/18 150C 41%+ $META 6/5 645C 30%+ Opened $TSM 8/21 450C $ORCL 6/12 250C $NVDA 1/15/27 280C
2. 🗑️ spam @Jamyies ✓ (107,929 followers · 👍21 🔁3 💬4)
> BITCOIN BUY TIME? TSM ALREADY UP $6k FROM YESTERDAYS BUY $BTC $GOOG $TSM $NVDA https://t.co/LckwlaFrQ1
3. 🟢 bullish @Jamyies ✓ (107,931 followers · 👍18 🔁1 💬2)
> Today I started building positions in the companies I believe are collecting some of the biggest checks from the AI and tech boom. Orders placed: • 350 shares of $TSM • 5,555 shares of $HNHPF (Foxconn) Instead of asking which AI company will win, I asked a different questio...
4. 🗑️ spam @JohnMuchow ✓ (53,930 followers · 👍18 🔁0 💬0)
> Stocks with Relative Strength, pulling back to moving averages, closing range > 50%. $PANW $TSM $NVT Find High-Probability Trades - Pullback Screener https://t.co/AdqEypSQAY
5. ⚪ neutral @TradexWhisperer ✓ (130,891 followers · 👍2 🔁0 💬5)
> @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too. Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT
6. 🗑️ spam @nickfralin29 ✓ (2,279 followers · 👍11 🔁2 💬0)
> I'll only say it once. This might be the fastest way to accumulate $3 million by the end of 2026: $META (Meta Platforms) → $632 Must buy $MSFT (Microsoft) → $423 Must buy $TSM (TSMC) → $434 Must buy $ORCL (Oracle) → $231 Must buy $NOW (ServiceNow) → $115 Must buy $VRT (Vertiv...
7. ⚪ neutral @DutchInvestors ✓ (4,981 followers · 👍8 🔁2 💬1)
> ASML provided the following outlook for semiconductor market growth. One notable takeaway is that DRAM demand is expected to grow faster than logic demand. Key DRAM companies: Micron, Samsung, and SK Hynix Key Logic companies: TSMC, Intel, Broadcom, and NVIDIA $ASML.AS $TSM...
8. 🟢 bullish @exponentialluke ✓ (1,221 followers · 👍9 🔁1 💬1)
> On a day when AI infrastructure stocks are taking it on the chin, it is nice to see the company at the epicenter of the AI infrastructure trade -- $TSM -- give us some bullish commentary. TSMC CEO C.C. Wei said today that global chip supply is going to fall short of AI-fueled...
9. 🟢 bullish @benitoz ✓ (19,897 followers · 👍4 🔁0 💬2)
> Foundry visibility runs a few quarters out A year, in a good one TSMC's chairman says he sees to 2030 That is not confidence It is Nvidia & Google wiring cash to nodes that have not taped out Five years of book is not a forecast It is a receipt Visibility To 2030 $TSM ...
10. ⚪ neutral @OpenClawCentral (720 followers · 👍10 🔁0 💬0)
> The critical bottlenecks are actually Power, DC build, $TSM capacity and HBM and Server DDR memory. Fabs and Memory is what is the main constraints on Vera Rubin per Jensen. $MU $DRAM $EWY $NVDA
11. 🟢 bullish @wealthdaily (12,148 followers · 👍0 🔁0 💬1)
> TSMC just hiked its 2030 chip forecast by 50% in one revision — to $1.5 trillion. The number Wall Street called aggressive was already off by half a trillion. The AI build-out most investors think is late-innings is barely past warm-ups. $TSM
12. 🟢 bullish @SFA_Xcom (40,038 followers · 👍1 🔁0 💬0)
> Taiwan surges to #5 in global stock market rankings, overtaking India with a $4.95T valuation! 🇹🇼🚀 AI is the catalyst, with $TSM alone accounting for 42% of the index. 📈 Investors are pivoting from general growth to pure-play AI infrastructure. 🤖💻 #StockMarket #AI https://t...
13. ⚪ neutral @IBD_PSeitz (7,510 followers · 👍1 🔁0 💬0)
> TSMC Forecasts Sustained AI Chip Demand https://t.co/ZvKT3XBs19 $TSM
14. ⚪ neutral @Stepmark_Jay ✓ (940 followers · 👍0 🔁0 💬0)
> @GavinSBaker I believe @benthompson was the first (?) to use the term “brake” when describing $TSM ‘s cautious capex investment.
15. ⚪ neutral @byul_finance ✓ (1,660 followers · 👍0 🔁0 💬0)
> $CL1 $TSM Asia-Pacific set to lead retail growth despite Middle East conflict pressure on energy and inflation
16. ⚪ neutral @DoDataThings ✓ (1,367 followers · 👍0 🔁0 💬0)
> @unusual_whales $14B raise on the back of a 250% YoY rally, market cap parked at the same $1T tier as $TSM and Samsung. HBM pricing into 2027 is the underwrite. The US listing widens the eligible-investor pool.
17. 🔴 bearish @byul_finance ✓ (1,660 followers · 👍0 🔁0 💬0)
> $TSM Taiwanese stock market drops more than 2%
18. 🟢 bullish @teshen8lin (1,576 followers · 👍0 🔁0 💬0)
> $TSM CEO C.C. Wei wished Elon "good luck" regarding Musk's vertically integrated semiconductor project Terafab at an annual general assembly in response to a shareholder's question, Wei was unmoved by the challenge and expressed confidence in his company's dominance $TSLA
19. 🟢 bullish @financhill ✓ (2,121 followers · 👍0 🔁0 💬0)
> TSMC foundry monopoly in one stat: Intel, supposedly TSMC’s biggest challenger, is also a top-10 TSMC customer. The competition has to outsource to the incumbent. Samsung’s not closing the gap either. $TSM $INTC
20. ⚪ neutral @crypt_shprd ✓ (910 followers · 👍0 🔁0 💬0)
> $NVDA designs the chip. $TSM builds it. $ASML builds the only machine that makes it possible. No ASML. No AI chip. No future.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ⚠️ low confidence (2 directional posts)
Distribution (9 posts): 🟢 2 bullish · ⚪ 6 neutral · 🔴 0 bearish · 🗑️ 1 spam filtered
Influencer share: 0% (accounts > 10K followers) · Retail share: 50% (< 2K) · Rocket emoji rate: 0%
1. 🗑️ spam @HunterAllen4 ✓ (13,773 followers · 👍26 🔁6 💬6)
> $SOTK One of the most asymmetric small-cap semiconductor equipment stories I’ve found recently. 150$ stock chilling under $6. Testing 52 week highs. Repost. Bookmark. Subscribe 1$. Sono-Tek isn’t trying to compete head-on with $AMAT, $LRCX, $KLAC, $NDSN, $GGG or Tokyo El...
2. ⚪ neutral @italianinvesto ✓ (4,641 followers · 👍4 🔁0 💬11)
> Guys I need your help. I'd like to raise some cash as the market is rising so rapidly. But I really don't know what to sell, so help me out, which stock would you sell from the ones mentioned bellow? $LRCX $GOOGL $DELL $AMAT $FPS $IREN $NBIS $AMS $MRN $HIMS $MU $CR...
3. 🟢 bullish @KeithTradeSmith ✓ (4,257 followers · 👍8 🔁2 💬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...
4. ⚪ neutral @BatsPortfolio ✓ (632 followers · 👍11 🔁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
5. 🟢 bullish @byul_finance ✓ (1,660 followers · 👍1 🔁0 💬0)
> $AMAT $LRCX Global semiconductor equipment billings rose 14% YoY in Q1 2026 driven by AI investment - SEMI
6. ⚪ neutral @nhfortini ✓ (1,018 followers · 👍1 🔁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
7. ⚪ neutral @R_and_Invest ✓ (3,965 followers · 👍0 🔁0 💬0)
> If I am not mistaken CXMT growth has been driven by tremendous demand from Chinese market as 1/2 of all AI researchers are in China. Despite $LRCX $ASML $KLAC tool banned by US, they have figured out a way to create HBM - but are considerably behind in quality, yields - some e...
8. ⚪ neutral @PittBullTrading ✓ (664 followers · 👍0 🔁0 💬0)
> $ACLS Some people posted this one earlier. You can see it's about $40-$45 from ATH. Definitely watch above $166 level. Could trade sideways a bit but keep on radar, that's a descent move once it breaks above level. $LRCX $ASML $NVDA $TSM $SPY $SPX $QQQ $IWM $DIA $DJI https:...
9. ⚪ neutral @StockScan_io ✓ (2,966 followers · 👍0 🔁0 💬0)
> If You Invested $1,000 in $AMAT vs $LRCX 10 Years Ago… #stocks #investing https://t.co/KTUaN0oUCP
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.67) · ✅ high confidence (18 directional posts)
Distribution (20 posts): 🟢 15 bullish · ⚪ 2 neutral · 🔴 3 bearish · 🗑️ 0 spam filtered
Influencer share: 20% (accounts > 10K followers) · Retail share: 65% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @FeroceResearch ✓ (14,664 followers · 👍91 🔁3 💬3)
> 🚨I have upgraded my Micron $MU PT to $1,925 by Q1 27’ However, we are approaching what is considered the worst 4-6 next weeks for Memory I’ll keep this post much shorter than the one I made in April: Today marks the 1st week of June, and since I made that post, I had foll...
2. 🟢 bullish @seer_xyz ✓ (4,369 followers · 👍19 🔁2 💬4)
> $MU back over $1000 by the open. Good night. https://t.co/miHDJjZyzu
3. 🟢 bullish @OpenClawCentral (720 followers · 👍12 🔁0 💬2)
> Fud and short sellers are easy to spot (if you research). Micron is estimated to make $170 billion in revenue next year, over $100 Billion in pure profits. Top 5 most profitable company is the US. $MU $DRAM $EWY road to $3000 intact.
4. ⚪ neutral @Brownmoose ✓ (16,806 followers · 👍5 🔁0 💬1)
> Tomorrow is a SaaS day or a AI & SEMI day? Apparently it’s either $NOW going up with all SaaS or it’s $AMD and $MU with all Semi Can’t have a day where both are happy 🤣 I’d like more SaaS retrace for $NOW but I bought 1 yesterday for a swing that I posted to subs 💸
5. 🟢 bullish @codetocompound ✓ (1,146 followers · 👍1 🔁0 💬1)
> @drp825_ $MU is going to go up even more shortly after https://t.co/PahpqBrvqE
6. 🟢 bullish @AsianbeBlazin (801 followers · 👍1 🔁0 💬1)
> @wliang $MRVL setting up to be the next $MU
7. 🟢 bullish @OpenClawCentral (720 followers · 👍3 🔁0 💬0)
> @FeroceResearch $2000 next year aligns with my modeling as well. Supply remains constrained to 2030, new capacity will not meet demand as AI adoption worldwide soars. Scarce resources HBM and Server DDR become more in demand. Pricing power stays intact. EPS remains high. $MU...
8. 🟢 bullish @codetocompound ✓ (1,146 followers · 👍0 🔁0 💬1)
> @Banana3Stocks $MU is going to go up even more shortly after https://t.co/PahpqBrvqE
9. 🔴 bearish @EBUYUKARSLAN (7,902 followers · 👍1 🔁0 💬0)
> $MU pushing for above 1000s again.. 1030s was nice PUT any recover tomorrow short it !’ yhis AI crap will pop soon. same $QQQ 745-50 was good i sold early any fake recover would be sweet to buy put again NASDAQ is over for me !! All dumb X furu will be bag holder $SPY
10. 🟢 bullish @rajp9213 (598 followers · 👍1 🔁0 💬0)
> @squawksquare Great bounce $MU $943 to $980 - AH best performer
11. 🔴 bearish @OnlyOTrades (15,160 followers · 👍1 🔁0 💬0)
> BREAKING🚨: Major AI Stocks TANKED today after Broadcom reported weaker-than-expected earnings…📉😳 Broadcom $AVGO: -13% 📉 Micron Technology $MU: -8% 📉 Arm Holdings $ARM: -5% 📉 AMD $AMD: -4% 📉 Are you buying the dip on these stocks? 🤔 https://t.co/mzWA6rdBqU
12. 🟢 bullish @OpenClawCentral (720 followers · 👍0 🔁0 💬0)
> $2 million for memory alone. Nvidia VR200 NVL72 rack. Memory seems pretty important eh? HBM and Server DDR is powering AI. Extremely bullish for Micron. $MU $DRAM $EWY
13. ⚪ neutral @one9 ✓ (865 followers · 👍0 🔁0 💬0)
> @DanielTNiles @KellyCNBC @SullyCNBC I'm surprised $META is not on your top list given the current valuation and the mid term election year coming up based on ad revenue. Great take on the semis and even $MU in your last podcast interview.
14. 🟢 bullish @prasadmaddali20 ✓ (2,192 followers · 👍0 🔁0 💬0)
> $MU our favorite ticker. I would probably wait for the moving averages to catch up a little bit. 9 EMA test or retest of this 818 to 898 range due to technical exhaustion is good for it to resume its uptrend to 1500+ in 2026. High on watch to accumulate more in this range http...
15. 🟢 bullish @TimothyBuffett (1,003 followers · 👍0 🔁0 💬0)
> $MU and all memory has a while to go.....
16. 🟢 bullish @dogehippie ✓ (1,137 followers · 👍0 🔁0 💬0)
> Elon Musk just confirmed the memory shortage and commented on $MU stock. LOL. WE GOING HIGHER!!!🚀🚀😂😂
17. 🔴 bearish @YeboahWalee ✓ (602 followers · 👍0 🔁0 💬0)
> U.S. memory stocks sold off sharply overnight after a widely circulated SemiAnalysis note suggested Nvidia may reduce Rubin NVL72 CPU-side SOCAMM DRAM capacity from roughly 55TB per rack to roughly 28TB. $Micron Technology $MU fell about 7.5%, with its intraday low close to ...
18. 🟢 bullish @AveryLuxury (914 followers · 👍0 🔁0 💬0)
> Stop selling @MicronTech you buy and hold $MU
19. 🟢 bullish @AltcoinMami (78,452 followers · 👍0 🔁0 💬0)
> Seems like $MU has a new catalyst. https://t.co/C6Cl3BywVp
20. 🟢 bullish @codetocompound ✓ (1,146 followers · 👍0 🔁0 💬0)
> @kiantrades $MU is going to go up even more shortly after https://t.co/PahpqBrvqE