# 🐦 Social Pulse Appendix — 2026-06-10

Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam.
Filtered: English only · 500+ followers · spam heuristic.

---

## 🐦 $TSM — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.69) · ✅ **high confidence** (13 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 7 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered

**Influencer share:** 20% (accounts > 10K followers) · **Retail share:** 60% (< 2K) · **Rocket emoji rate:** 0%

---

### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@Leo_Traydes](https://x.com/Leo_Traydes/status/2064499930459230359) ✓  (10,481 followers · 👍20 🔁0 💬7)  
> The answer is $TSM 😎

**2.** ⚪ `neutral ` [@MikeLongTerm](https://x.com/MikeLongTerm/status/2064487774003048451) ✓  (25,291 followers · 👍10 🔁0 💬0)  
> $AMD $TSM $AVGO $NVDA @OpenAI @AnthropicAI  Very Interesting so I  want to share! Title "Why the AI Boom Is Just Getting Started"  This video features an in-depth interview with Alex Sacerdote, Founder and Portfolio Manager of Whale Rock Capital Management, covering his firm's...

**3.** 🟢 `bullish ` [@StockReportt](https://x.com/StockReportt/status/2064493181446570198)    (6,256 followers · 👍3 🔁1 💬1)  
> $TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO.  The world's most critical chip foundry — the sole manufacturer capable of producing NVIDIA's cutting-edge GPUs and Apple's silicon at 3nm and below, making it irreplaceable to the entire AI revolution.

**4.** 🟢 `bullish ` [@uboat159](https://x.com/uboat159/status/2064520954634805493) ✓  (2,314 followers · 👍2 🔁0 💬1)  
> I have toured the $TSM FABS in AZ many times and their moat is mind boggling. It is difficult to even comprehend. Not that you asked - but IMO this is such a solid/safe pick. I would like to scale into a position as well. They literally dominates 90% of advanced chip manufactu...

**5.** ⚪ `neutral ` [@followthroughd1](https://x.com/followthroughd1/status/2064521791549083859) ✓  (732 followers · 👍1 🔁0 💬1)  
> Day 50 premarket:  TSMC $TSM May 2026 sales coming tonight! Release at 13:30 Taipei time (1:30a ET/10:30p PT). Biggest foundry in the world, expect fireworks. $SMH $NVDA $AMD $AVGO https://t.co/F5mDffHpcD

**6.** 🟢 `bullish ` [@laughmaker9123](https://x.com/laughmaker9123/status/2064524365836787735)    (761 followers · 👍1 🔁0 💬0)  
> A lot of folks don’t get that $TSM pushing their CPO version to 2029 because of FAU issues is actually a solid move for the $TSEM NPO solution. catch you all at earnings.

**7.** 🟢 `bullish ` [@yuunesandemoaru](https://x.com/yuunesandemoaru/status/2064523427789295961)    (613 followers · 👍1 🔁0 💬0)  
> People keep missing that the $TSM CPO version being delayed to 2029 because of FAU issues is actually great news for the $TSEM NPO solution. See you all at earnings 📉

**8.** ⚪ `neutral ` [@teshen8lin](https://x.com/teshen8lin/status/2064520164331176184)    (1,575 followers · 👍1 🔁0 💬0)  
> After $NVDA CEO Jensen Huang has politely rejected Morris Chang’s  $TSM CEO job offering, Chang ultimately opted for a co-CEO structure, eventually splitting the top leadership between current CEO C.C. Wei and Mark Liu.  Mark Liu later became the Board member at $MU in 2025. 😎

**9.** ⚪ `neutral ` [@pequityresearch](https://x.com/pequityresearch/status/2064489825848180960) ✓  (5,392 followers · 👍1 🔁0 💬0)  
> @DeepIceValue What is your reasoning on $TSM and Nvidia being overvalued? Would love to hear that considering this is my counterpoint to you on $TSM https://t.co/gdPcG6aeoO

**10.** ⚪ `neutral ` [@MarketsDotNews](https://x.com/MarketsDotNews/status/2064541255904678114) ✓  (10,721 followers · 👍0 🔁0 💬0)  
> Taiwan's Central Bank Governor stated that if average global oil prices surpass $85 this year, the bank will consider an upward revision of its Consumer Price Index forecast.  $TSM

**11.** ⚪ `neutral ` [@MarketsDotNews](https://x.com/MarketsDotNews/status/2064535967533347075) ✓  (10,721 followers · 👍0 🔁0 💬0)  
> Taiwan's Central Bank Governor stated that it is preferable to curb expected inflation six to twelve months in advance.  $TSM

**12.** ⚪ `neutral ` [@eschlytter](https://x.com/eschlytter/status/2064534991686791511)    (1,629 followers · 👍0 🔁0 💬0)  
> @Leo_Traydes $TSM in $VXUS never hurt a good time.

**13.** 🔴 `bearish ` [@byul_finance](https://x.com/byul_finance/status/2064531734344143113) ✓  (1,678 followers · 👍0 🔁0 💬0)  
> $TSM $NVDA  China May consumer inflation stalls at 1.2% missing estimates as TSMC shares slide 1.1% on Taiwan AI chip export control concerns

**14.** 🔴 `bearish ` [@CHItrader](https://x.com/CHItrader/status/2064529311856562237) ✓  (7,319 followers · 👍0 🔁0 💬0)  
> TAIWAN TIGHTENS THE AI CHIP NOOSE ON CHINA  Taiwan is eyeing stricter curbs on AI chip sales to China to fully align with US rules and crack down on smuggling. $TSM $INTC   🔹 Considering broad restrictions on all Chinese customers, not just blacklisted ones like Huawei 🔹 Would...

**15.** 🟢 `bullish ` [@_ohnaa](https://x.com/_ohnaa/status/2064525388458693019)    (776 followers · 👍0 🔁0 💬0)  
> People don't get that $TSM pushing their CPO to 2029 because of FAU issues is actually a good sign for $TSEM's NPO solution. catch you at earnings

**16.** 🟢 `bullish ` [@miho_k0522](https://x.com/miho_k0522/status/2064525123919512060)    (513 followers · 👍0 🔁0 💬0)  
> People don't get that $TSM's CPO being pushed to 2029 because of FAU issues? That's actually great for $TSEM's NPO solution. Catch y'all at earnings.

**17.** 🟢 `bullish ` [@mona_melty](https://x.com/mona_melty/status/2064525087949336800)    (616 followers · 👍0 🔁0 💬0)  
> People don’t get that the $TSM CPO version being delayed to 2029 because of FAU issues is actually great news for the $TSEM NPO solution. Catch you all at earnings.

**18.** 🟢 `bullish ` [@akuyyyyy5421](https://x.com/akuyyyyy5421/status/2064525020706328822)    (569 followers · 👍0 🔁0 💬0)  
> People don't realize that $TSM pushing CPO to 2029 because of FAU problems is actually great news for $TSEM's NPO solution. Catch you all at earnings 💰

**19.** 🟢 `bullish ` [@Mayhem1_](https://x.com/Mayhem1_/status/2064524662130737341)    (907 followers · 👍0 🔁0 💬0)  
> People don't really get that $TSM pushing CPO to 2029 because of FAU problems is actually great for $TSEM's NPO fix. Catch you all at earnings 📈

**20.** 🟢 `bullish ` [@JerryWill804](https://x.com/JerryWill804/status/2064524385722286264)    (570 followers · 👍0 🔁0 💬0)  
> People don't get that the $TSM CPO delay to 2029 because of FAU issues is actually good news for the $TSEM NPO solution. catch ya at earnings 💰


---

## 🐦 $CRDO — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +1.00) · 🟡 **medium confidence** (9 directional posts)

**Distribution** (11 posts):  🟢 9 bullish · ⚪ 2 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered

**Influencer share:** 36% (accounts > 10K followers) · **Retail share:** 27% (< 2K) · **Rocket emoji rate:** 0%

---

### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2064515672344756301) ✓  (26,483 followers · 👍91 🔁4 💬7)  
> Buy these stocks on all major dips:  $CRDO $AAOI $MRVL $AMD $ALAB $MU $RKLB   Thank me in a few years👊  *reposting

**2.** 🟢 `bullish ` [@FeroceResearch](https://x.com/FeroceResearch/status/2064513300742766748) ✓  (15,558 followers · 👍40 🔁3 💬3)  
> NPO this, CPO that,  Photonics this, laser that,  There’s been two new kings in town taking names by the day.  Embrace them.   The two largest bottlenecks to AI’s current infrastructure and memory shortage   $CRDO $ALAB

**3.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2064516108246302752) ✓  (26,483 followers · 👍32 🔁1 💬2)  
> $CRDO continues to do exactly what leaders do.  • Holding above prior ATH breakout levels • Major support near $200 holding firm • Relative strength remains elite • Optical networking still one of AI’s strongest themes  And the fundamentals aren’t slowing down:  • FY2026 reven...

**4.** 🟢 `bullish ` [@_HalalTrader_](https://x.com/_HalalTrader_/status/2064518627773006328) ✓  (6,585 followers · 👍14 🔁0 💬5)  
> $AAOI and $MRVL got sold off today but the SemiAnalysis report was actually bullish on NPO and pluggables in the immediate future, and said CPO is delayed. We'll see the market correct itself soon inshaAllah. It accurately buoyed $CRDO though.

**5.** 🟢 `bullish ` [@equitydd](https://x.com/equitydd/status/2064518916572070347) ✓  (9,168 followers · 👍9 🔁1 💬0)  
> Stocks showing high relative strength today 💪🏻   $UCTT $CRDO $ICHR $SNEX $CRS $COHU $PDFS $ATI $APPS $CNC $RXO $NDLS

**6.** 🟢 `bullish ` [@InvestmentGuru_](https://x.com/InvestmentGuru_/status/2064527709821084023) ✓  (40,959 followers · 👍7 🔁0 💬1)  
> If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation:  $CRDO $AAOI $MRVL $GOOG $NOK  All of them sit in strong structural themes — AI infrastructure, semiconductors, optical networking, and large-cap tech — and pullbacks ...

**7.** ⚪ `neutral ` [@mathlonning](https://x.com/mathlonning/status/2064533472107204865) ✓  (3,671 followers · 👍1 🔁0 💬1)  
> I wasn’t very active today and didn’t pay too much attention to the market, but what actually caused those massive swings?!  $asts and $crdo and so many others with some wild moves

**8.** ⚪ `neutral ` [@im_ArpanB](https://x.com/im_ArpanB/status/2064519581751013803) ✓  (600 followers · 👍1 🔁0 💬0)  
> Daily Radar + Notable Flow \| Jun 9, 2026 👀 $CRDO $KLAC $XLF $UNM $ASML $HD $GM $AMKR  These are the names currently on my radar based on chart structure, momentum, and flow.  Some are already moving, while others are pulling back into support. I usually look for entries aroun...

**9.** 🟢 `bullish ` [@stockedgeN](https://x.com/stockedgeN/status/2064540370944340014) ✓  (1,380 followers · 👍0 🔁0 💬0)  
> $CRDO has a strong position in optics not just copper.   https://t.co/4awrei4YV3  Recently Mizuho called $CRDO best of both worlds.    Specifically   reiterated Outperform and raised its PT to $290 (from $260), the most bullish target of the banks   Title: “Best of Both Worlds...

**10.** 🟢 `bullish ` [@Bl33ding1](https://x.com/Bl33ding1/status/2064524691793162505) ✓  (2,989 followers · 👍0 🔁0 💬0)  
> That's a fair comparison. A few months ago everyone was worried about memory oversupply and pricing. Now the conversation is HBM shortages and AI demand.  If NPO adoption accelerates the way many expect, photonics names like $AAOI, $LITE, and $CRDO could be having a similar na...

**11.** 🟢 `bullish ` [@JashelleAdams](https://x.com/JashelleAdams/status/2064518241930637457)    (834 followers · 👍0 🔁0 💬0)  
> A couple more names showing exactly what you wanna see during a little market dip:  Relative strength + tight flags.  These stocks that just won't break down often become the next leaders when the market bounces back.  $SN $UCTT $CRDO https://t.co/MvOkydLUzU


---

## 🐦 $MU — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.86) · ✅ **high confidence** (14 directional posts)

**Distribution** (20 posts):  🟢 13 bullish · ⚪ 4 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered

**Influencer share:** 28% (accounts > 10K followers) · **Retail share:** 33% (< 2K) · **Rocket emoji rate:** 6%

---

### Top 20 most-engaged posts (filtered, classified)

**1.** 🟢 `bullish ` [@aleabitoreddit](https://x.com/aleabitoreddit/status/2064525490921369849) ✓  (797,999 followers · 👍142 🔁7 💬8)  
> @NathanJoooo This was in response to that erroneous article.  I would trust Foxconn/Lumentum/Nvidia industry projections over an analyst firm that messed up $MU HBM4 so badly and said “no” to all their timelines together

**2.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2064537200235295104) ✓  (132,000 followers · 👍98 🔁7 💬12)  
> $MU $DRAM You're right. It's cyclical.   Up. Then more up. Then even more up. 250 exabytes to 1,226 by 2031. Nearly 5x. Datacenter growing 34% annually  Cute word. Wrong thesis. https://t.co/C8IwP50URf

**3.** ⚪ `neutral ` [@t38p_flow](https://x.com/t38p_flow/status/2064540665711849872) ✓  (2,912 followers · 👍38 🔁1 💬0)  
> Analysis of how you could have caught the semi crash on Thursday of last week using @SkylitAI #Flowseeker.  $AMAT $MU $LRCX $TSM https://t.co/ggdWbNiasT

**4.** 🟢 `bullish ` [@Gubloinvestor](https://x.com/Gubloinvestor/status/2064539776976400463) ✓  (45,433 followers · 👍18 🔁2 💬5)  
> $MU is going to have fantastic 2027-2028.   Its going to surprise so many people

**5.** 🟢 `bullish ` [@MentoviaX](https://x.com/MentoviaX/status/2064522591055077516) ✓  (27,130 followers · 👍27 🔁3 💬0)  
> $MU had its worst single-day crash but the bounce was super strong…. Now if market runs into SpaceX IPO, this one should still have a chance for 1052…… https://t.co/QHhkn9Yd6B

**6.** 🟢 `bullish ` [@nagyakos917](https://x.com/nagyakos917/status/2064529112279187956) ✓  (4,856 followers · 👍8 🔁2 💬1)  
> 🚨HYPERMARKET WATCHLIST — JUNE 10, 2026  $MU — Post-selloff bounce setup. HBM still sold out. Earnings June 24 catalyst → BUY ~$900–$925  $MRVL — Custom AI silicon + photonics exploding. Jensen pump → BUY ~$258–$263  $AVGO — Sell-the-news overreaction on AI guidance. $100B + st...

**7.** 🟢 `bullish ` [@OpenClawCentral](https://x.com/OpenClawCentral/status/2064538479342547103)    (834 followers · 👍5 🔁0 💬2)  
> @TradexWhisperer SpaceX plans to deploy 100 GW per year which equals 500,000 Vera Rubin racks per yr  This adds conservatively another $400B to Microns yrly Revenue.  This would push Microns share price well beyond $5000  (as high as $8,000)  No one is bullish enough.  $MU $DR...

**8.** 🗑️ `spam    ` [@ConvexValue](https://x.com/ConvexValue/status/2064538922609266847) ✓  (14,052 followers · 👍3 🔁1 💬1)  
> prompt: I want a visualization of the IV term structure and skew for a given symbol. Lets start with $MU  cvforge builds it in a couple of minutes 👇  Visualizing stuff like this *in the way you want it* used to be a hassle.  It would take you hours if you are a good dev, else ...

**9.** 🗑️ `spam    ` [@sidikfific](https://x.com/sidikfific/status/2064533838936846554) ✓  (1,347 followers · 👍4 🔁2 💬0)  
> 🚨THE MARKET IS TANKING…  $NOW will be a $100 stock  $MU  will be a $910 stock  $QCOM will be a $200 stock  $NVDA  will be a $205 stock  $MRVL will be a $260 stock  $MSFT will be a $400 stock  $META will be a $580 stock  $DELL will be a $380 stock  Given the current significant...

**10.** 🟢 `bullish ` [@OpenClawCentral](https://x.com/OpenClawCentral/status/2064527802460700750)    (834 followers · 👍3 🔁1 💬1)  
> SpaceX plans to deploy 100 GW per year which equals 500,000 Vera Rubin racks per yr  This adds conservatively another $400B to Microns yrly Revenue.  This would push Microns share price well beyond $5000  (as high as $8,000)  No one is bullish enough.  $MU $DRAM $EWY $NVDA $SPCX

**11.** ⚪ `neutral ` [@InvestFreedom05](https://x.com/InvestFreedom05/status/2064531544417403149) ✓  (2,719 followers · 👍2 🔁0 💬1)  
> WOULD YOU RATHER…..  A) Get $10,000 in $MU stock  OR  B) Get $50,000 in $VOO ETF  And why?

**12.** ⚪ `neutral ` [@TheValueist](https://x.com/TheValueist/status/2064541269406212333) ✓  (36,701 followers · 👍1 🔁0 💬1)  
> $NVDA $MU $SNDK $LITE This Git is supposedly the system prompt for Claude Fable 5. You can review and make your own judgment. My Analyst Agent analyzed it, and below are some of the surprising findings. For your own safety, I didn't share everything that was found.  https://t....

**13.** 🟢 `bullish ` [@MoMoMacro](https://x.com/MoMoMacro/status/2064538205848850553) ✓  (5,286 followers · 👍1 🔁0 💬0)  
> @TradexWhisperer 5x DRAM demand over 7 years and the supply side still takes 3 years to spin up a new fab. $MU benefits either way.

**14.** ⚪ `neutral ` [@13F_Pro](https://x.com/13F_Pro/status/2064542009755312600) ✓  (911 followers · 👍0 🔁0 💬0)  
> Latest quarterly breakdown on $MU: https://t.co/vdXXUCpVF9

**15.** 🟢 `bullish ` [@bpaynews](https://x.com/bpaynews/status/2064539795070537757) ✓  (3,134 followers · 👍0 🔁0 💬0)  
> JUST IN: Hyperliquid trader yixie adds MU longs near bottom, $8.07M notional with 2x leverage, avg $878.8; also 2x long on SKHYNIX, $4.09M. Combined unrealized P/L around $623k. $MU $SKHYNIX https://t.co/FezUV69DLf

**16.** 🟢 `bullish ` [@noisetoalpha](https://x.com/noisetoalpha/status/2064538985649594455) ✓  (1,260 followers · 👍0 🔁0 💬0)  
> $MU  appointed former $NVDA  DGX Cloud leader Alexis Black Björlin to its board.  Micron increasingly sees itself as an AI infrastructure company, not simply a memory manufacturer.  Björlin brings experience across:  • NVIDIA DGX Cloud • $META  infrastructure • Broadcom optica...

**17.** 🟢 `bullish ` [@marketflux_ai](https://x.com/marketflux_ai/status/2064537882887704616) ✓  (2,895 followers · 👍0 🔁0 💬0)  
> @nagyakos917 I've been in the space industry. It is not lucrative. Why I chose not to be an Aeronautical Space Engineer. Feast or Famine.   $NBIS = Exodus Communications (history repeating itself)  $MU good till end of 2028. $ARM (a keeper)

**18.** 🟢 `bullish ` [@StockBaron_](https://x.com/StockBaron_/status/2064537224004116535) ✓  (1,900 followers · 👍0 🔁0 💬0)  
> $AMAT Here is your next $MU Perfect chart structure to explode higher. Many Semis are looking horrible on 4 day candle charts. Not this one. https://t.co/8BLMKTd48Z

**19.** 🟢 `bullish ` [@arv9293](https://x.com/arv9293/status/2064531947611664685) ✓  (901 followers · 👍0 🔁0 💬0)  
> 🚨Korea’s Meritz Securities on SK hynix ADR :  SEC approval is imminent within June, and U.S. market listing maybe by mid-August.  Huge if true!  $MU vs SK  fwd PE - 9.5 vs 6  50+% gap can no longer be justified   🗣️Bullish $DRAM   Short term return : SK &gt; $MU https://t.co/g...

**20.** 🔴 `bearish ` [@TalkMarkets](https://x.com/TalkMarkets/status/2064522811847344465) ✓  (6,717 followers · 👍0 🔁0 💬0)  
> Dow Gains As Nasdaq Slides On Chip Selloff, SpaceX IPO Concerns $MU $AVGO $SOXX https://t.co/1Eh01HNxjz