Generated: 2026-06-08 03:36
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 (10 directional posts)
Distribution (15 posts): 🟢 10 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 1 spam filtered
Influencer share: 50% (accounts > 10K followers) · Retail share: 36% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @bdinvestingg ✓ (18,463 followers · 👍274 🔁44 💬20)
> I’m buying every major dip on these stocks $AAOI — Supplies AI transceivers that convert electrical signals into light for faster data center networking. $LITE — Nvidia invested $2B to secure its lasers and photonics for next-generation AI factories. $CRDO — Connects AI ...
2. 🟢 bullish @CKCapitalxx ✓ (51,276 followers · 👍50 🔁1 💬2)
> @ParadisLabs I like a lot of photonics and memory names, favorite ones being $AAOI, $LITE, $CRDO and $DRAM. Also long $NBIS and $PENG
3. 🟢 bullish @FeroceResearch ✓ (15,491 followers · 👍14 🔁1 💬5)
> Even after their monster moves since then, However much you think you have, you simply do not have enough of these 2 stocks: Astera Labs $ALAB Credo Technology $CRDO The BIGGEST bottlenecks of memory + ai infrastructure
4. 🟢 bullish @rubicon59 ✓ (23,640 followers · 👍15 🔁0 💬1)
> Only took 1 quarter tp double from the panic selloff in March. $CRDO
5. ⚪ neutral @rubicon59 ✓ (23,640 followers · 👍8 🔁0 💬1)
> It was indeed $CRDO
6. 🗑️ spam @MarketMatrixs ✓ (20,846 followers · 👍5 🔁1 💬1)
> The list of stocks we covered this week for X subs: $ASTS $CRDO $GRRR $PATH $ADUR $NBIS $ONDS $SOFI $OSCR $HIMS $EOSE $RR $KRKNF $NOW Along with: - 2 buy alerts - 2 successful trims - 1 exit - 3 swing setups - 9 charts - Buy zones for 12 stocks https://t.co/D2KSiSdPxH
7. 🟢 bullish @RosannaInvests ✓ (27,319 followers · 👍8 🔁0 💬0)
> @themomentumplay Very nice 👍 on $AAOI I’m also long. Photonics are only getting started. I’ve been long $CRDO a long time and their Dust Photonics acquisition places them in silicon photonics along with their baseline copper technology. $SIVE $SIVEF 💪
8. 🟢 bullish @RosannaInvests ✓ (27,319 followers · 👍6 🔁0 💬0)
> 🔁Re-rate watchlist -> priced in the wrong bucket: 🔹 $CRDO - connectivity vendor → AI interconnect chokepoint 🔹 $AAOI - lumpy transceiver maker → 800G/1.6T hyperscale supplier 🔹 $SIVEF - micro photonics → the light source CPO can’t make itself 🔹 $DGXX - bitcoin miner → Cerebra...
9. 🟢 bullish @CipherMind__ (964 followers · 👍0 🔁0 💬1)
> @napoleon21st @claudeai Pretty much. Everyone watching the current runners and assessing the next bottlenecks emerging. Also both $CRDO $AAOI low PEG ratios (two that I've been following). $LITE ran bc of situational awareness but $AAOI being seen as a contender. https://t...
10. 🟢 bullish @CipherMind__ (964 followers · 👍0 🔁0 💬1)
> @napoleon21st When doing a @claudeai deep research on bottle necks on the horizon these are the ones he list with deep conviction. Just sayin $CRDO $AAOI $NBIS https://t.co/cdo7WpQwD6
11. 🟢 bullish @CT_6ixteen ✓ (836 followers · 👍2 🔁0 💬0)
> Buy these stocks on all major dips: $CRDO $AAOI $MRVL $AMD $ALAB $MU Thank me in a couple years 📌
12. ⚪ neutral @mark_to_mkt ✓ (2,016 followers · 👍2 🔁0 💬0)
> $CRDO weakened throughout Friday’s session. Retesting base breakout. Another one I’m watching to see if support holds (and has flipped) or if it’s going to break lower. https://t.co/xYxjXhzaW3
13. ⚪ neutral @CJsCalls ✓ (5,201 followers · 👍1 🔁0 💬0)
> @StonkChris $CRDO $OUST $ZETA a few I’m watching next week Nice list!
14. 🟢 bullish @CipherMind__ (964 followers · 👍0 🔁0 💬0)
> $AAOI & $CRDO ~ the bottlenecks being bought up like crazy! LFG! https://t.co/3TSAjPsGej
15. ⚪ neutral @TheWiseIC (1,681 followers · 👍0 🔁0 💬0)
> @JonahLupton Let me guess. $TMDX $CRDO $RDDT?
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.64) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 9 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered
Influencer share: 30% (accounts > 10K followers) · Retail share: 40% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @StockOptionCole ✓ (31,705 followers · 👍144 🔁13 💬9)
> Tomorrows Watchlist 🏆 $NVDA Leaps 1/15/27 250C if we hold 205 this week 🎯235, 260 $MU Long Swing 8/21 1400C if we hold 775-820 this week 🎯1100, 1400 $TSLA Swing 6/18 415C if we get above 395 this week 🎯410, 420 $HOOD Swing 7/17 100C if we hold above 78 🎯100, 110 $TSM Swi...
2. ⚪ neutral @ThePupOfWallSt ✓ (54,240 followers · 👍20 🔁6 💬2)
> $SMH Semis finally hit new all-time highs, but the rejection at the 3.618 Fib is worth respecting. Top holdings include $NVDA $TSM $INTC $AVGO $AMD Downside levels I’m watching are 563, 537, and 492. The trend is still strong, but after a wick like that, I want to see if buy...
3. ⚪ neutral @arv9293 ✓ (820 followers · 👍6 🔁1 💬3)
> Glass substrate race is heating up. SKC hits mass production end-2026 (earliest on this chart) $NVDA likely $TSM first major adopter. $AVGO and $AAPL lined up for Samsung EM by 2H27. Pick to watch: $LPKF. Their laser drilling tech is core across multiple players on this lis...
4. 🟢 bullish @MikeLongTerm ✓ (25,262 followers · 👍12 🔁0 💬0)
> $AMD $TSM 🚀🚀🚀 TSMC is accelerating the expansion of its 2nm advanced process capacity. Senior Vice President and Deputy Co-COO Hou Yung-ching released a key signal, pointing out that in order to meet the explosive demand for artificial intelligence (AI) and high-performance co...
5. 🟢 bullish @StockReportt (6,178 followers · 👍9 🔁1 💬0)
> 5. $TSM (TSMC) Jensen has publicly thanked TSMC as Nvidia's manufacturing foundation many times. TSMC fabricates every leading-edge AI chip on Earth — Nvidia, AMD, Apple, Broadcom, Google. Guiding 20%+ revenue growth in 2026. Capex raised to $38–42B.
6. 🔴 bearish @EdwardAmar46469 (1,727 followers · 👍1 🔁0 💬3)
> If u still don’t believe me that we will have a MASSIVE market rotation out of SEMIS look at the South Korea market! $AMD $NVDA $TSM etc etc ! Not saying US market will drop just other UNDERVALUED names will replace productivity! https://t.co/ZWbq5Gtghn
7. 🟢 bullish @0xtechquity ✓ (1,707 followers · 👍8 🔁0 💬0)
> $TSM is the company that impresses me the most. Since 2020, revenue has been growing at 23% every year. They now have a 50%+ operating margin. This is one of the widest moats with crazy strong pricing power. https://t.co/oJZTpmqdmZ
8. ⚪ neutral @schamorro357 ✓ (1,027 followers · 👍6 🔁0 💬0)
> CNN puts out a good story for Intel and they link to the wrong article... Intel has everything stacked against them. $INTC $TSM
9. ⚪ neutral @jadaniicole_ (788 followers · 👍0 🔁0 💬2)
> @Beth_Kindig My investment strategy $NVDA $TSM $AVGO $AAPL 🔻🔻
10. 🟢 bullish @QualCompounders ✓ (3,162 followers · 👍2 🔁0 💬1)
> @LeifInvests I would put $WMT over $COST honestly. Also, $TSM derserves to make the list.
11. ⚪ neutral @MoMoMacro ✓ (5,249 followers · 👍1 🔁0 💬1)
> @Vaelis_X If $HBM4 base dies move to $TSM logic nodes, SK Hynix just became a foundry customer, not a supplier. That's a different business model.
12. 🟢 bullish @jrouldz ✓ (41,187 followers · 👍0 🔁0 💬1)
> @Planckbot @TrendSpider $TSM did not strike me as a wise investment until ~2021 and then I thankfully found entry the following year. In my long term bag.
13. 🟢 bullish @kemal1945 (528 followers · 👍2 🔁0 💬0)
> $TSM is the one name that makes every AI thesis work and most people underweight it. You cannot build out $NVDA, $ORCL, or any hyperscaler stack without TSMC at the foundation. Advanced node capacity is still the real bottleneck.
14. ⚪ neutral @Stonefoxcapital ✓ (4,109 followers · 👍2 🔁0 💬0)
> $AMD AMD getting allocated more wafer capacity than Intel should not surprise anyone. Intel is a competitor and it’s why the foundry business is doomed. $INTC $TSM
15. ⚪ neutral @TheRayMyers ✓ (24,714 followers · 👍2 🔁0 💬0)
> 8. TSMC Country: Taiwan Industry: Semiconductor Foundries Ticker: $TSM Market Cap: $1.9T FCF Margin: 25.7% ROIC: 45.5% FWD P/E: 23 2028 Revenue CAGR: 16.5% 2028 EPS CAGR: 29% https://t.co/lNKAlMAHXZ
16. 🔴 bearish @TheWuhanClan (20,099 followers · 👍1 🔁0 💬0)
> Taiwan stocks crashing 🚩 $es $nq $tsm $qqq $nvda $mstr $vix
17. ⚪ neutral @teshen8lin (1,581 followers · 👍1 🔁0 💬0)
> $NVDA CEO Jensen Huang explicitly told Taiwan President Lai Ching-te that securing a stable energy supply is a foundational requirement for capitalizing on the AI revolution. Lai assured him that Taiwan's power supply is secure through 2032 via "Energy Transition 2.0". $TSM
18. 🟢 bullish @KostCapital ✓ (645 followers · 👍1 🔁0 💬0)
> Warren Buffets 20 punches for your life quote is something i’ve been really taking to heart lately. At 20 years old I can confidently say that I currently have 3/20 so far. $HOOD, $TSM, and $VG are my highest convictions that hit all 8 of Buffets criteria. It’s exciting to t...
19. ⚪ neutral @MoMoMacro ✓ (5,249 followers · 👍1 🔁0 💬0)
> @bubbleboi Is the recurring failure point the photonic chip bonding yield or the thermal co-design? Curious which one $TSM keeps underestimating.
20. 🟢 bullish @SatyazalaZala ✓ (2,612 followers · 👍1 🔁0 💬0)
> Stocks to Watch This June Not a guess — based on fundamentals, trend, and valuation. $NVDA — 211 → 298 $AVGO — 401 → 548 $TSM — 429 → 528 $MU — 942 → 1148 $ANET — 158 → 242 $HOOD — 85 → 149 $SOFI — 16 → 31 $CRCL— 83 → 178 $RKLB — 114 → 188 https://t.co/bujyYxY9kr
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (7 directional posts)
Distribution (16 posts): 🟢 7 bullish · ⚪ 7 neutral · 🔴 0 bearish · 🗑️ 2 spam filtered
Influencer share: 14% (accounts > 10K followers) · Retail share: 64% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @InvestmentGuru_ ✓ (40,899 followers · 👍11 🔁1 💬0)
> Overnight Market Movers 🔥 Semiconductors • $MRVL +6%+ • $MU +3%+ • $ASML +2%+ • $AMD +2%+ AI, memory, and semiconductor infrastructure continue to attract capital as investors position for the next leg higher. ₿ Crypto Stocks • $CRCL +4%+ • $MSTR +3%+ • $COIN +3%+ Crypto-r...
2. ⚪ neutral @PolarizingLit ✓ (11,267 followers · 👍3 🔁1 💬1)
> SK Hynix had a licensing deal with $nlst that expired in April …. SK has a history of negotiating and not being scum bags like Samsung and $mu … sk negotiated with $rmb so it’s likely they renew with Netlist and this would be great https://t.co/YgChFbOlmO
3. 🗑️ spam @Finora_EN ✓ (15,389 followers · 👍0 🔁0 💬2)
> hey! here’s my take on $MU #MU 1h NASDAQ for you 🧐 - I expect price to FALL further — strong bearish momentum, all key indicators are bearish except for ADX trend strength - Short bias is clear as price is aggressively moving away from the most recent high and breaking throug...
4. 🟢 bullish @OpenClawCentral (803 followers · 👍1 🔁0 💬1)
> @TradexWhisperer Here is something funny for yall: Micron and LuLu lemon both trade at 9x forward PE. Its only a matter of time when Micron rerates explosively higher. $MU $DRAM $EWY
5. ⚪ neutral @equitydd ✓ (9,137 followers · 👍1 🔁0 💬1)
> @Crismo999 $MU is quite cheap but the market environment needs to be supportive
6. ⚪ neutral @OpenClawCentral (803 followers · 👍4 🔁0 💬0)
> @SemiAnalysis_ Controversy explained. Nvidia reducing RAM allocation per rack. Not become of reduced demand but to ration the avail supply to they can sell twice as many racks. Yes, its thst simple... Micron $MU $DRAM $EWY
7. ⚪ neutral @Stevo_12 ✓ (4,060 followers · 👍1 🔁0 💬1)
> @PSInvestor $MU ran hard this year! Congrats
8. 🟢 bullish @OpenClawCentral (803 followers · 👍3 🔁0 💬0)
> Exponential growth. Exponential demand. Massive Revenue. Huge profits. Elon said only 2% of the needed memory is being made. Micron to $2000. $MU $DRAM $EWY
9. 🟢 bullish @HarmzMajestic8 ✓ (1,021 followers · 👍2 🔁0 💬0)
> @blondebroker1 @ChessWarri42621 Pleas Lord let me see $MU 1k this week
10. 🟢 bullish @StockNews690137 ✓ (1,805 followers · 👍1 🔁0 💬0)
> $MU CLSA: We raise our TP for Micron from US$970 to US$1,320. https://t.co/D97L9tlDpn
11. 🟢 bullish @MiningFinInd (574 followers · 👍1 🔁0 💬0)
> @FindleysFinance @StockSavvyShay Thats the problem with cyclicals. You dont know where you are in the cycle & you dont know if it will remain cyclical. $MU is definitely nowhere near peak cycle & has fundamentally changed their business from years ago
12. ⚪ neutral @darth_kirk ✓ (1,104 followers · 👍0 🔁0 💬0)
> ok. I'll say it. The memory stocks $MU needs a bailout. Who's with me?
13. ⚪ neutral @Agent_X001 ✓ (831 followers · 👍0 🔁0 💬0)
> @GrindeOptions Without a doubt $MU
14. 🗑️ spam @Finora_EN ✓ (15,389 followers · 👍0 🔁0 💬0)
> hey! let’s break down $MU #MUUSDT.P on the 1h for you 🧐 - expecting price to RISE in the short term, looking for a long setup - strong bullish momentum from lower levels, with indicators mostly supporting upside - first target: 935.47, then 979.18 and 1009.37 if momentum cont...
15. 🟢 bullish @ItsSobeTv ✓ (2,555 followers · 👍0 🔁0 💬0)
> $MU already up in the overnight hours.. what will we get to tomorrow? https://t.co/SEiXwWu9az
16. ⚪ neutral @Timrebuilding ✓ (1,045 followers · 👍0 🔁0 💬0)
> $MU down 13% on friday. SK Hynix and Samsung, the two names that make up roughly half the entire south korean market, opened worse than -10% monday morning. that alone dragged the KOSPI down 5%. the rest of the market sold off in sympathy until the -8% circuit breakers trigge...