Generated: 2026-06-13 02:59
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +0.86) Β· β high confidence (14 directional posts)
Distribution (20 posts): π’ 13 bullish Β· βͺ 6 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) Β· Retail share: 15% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @equitydd β (9,190 followers Β· π64 π15 π¬1)
> A watchlist focused on the key beneficiaries of AI infrastructure spending across semiconductors, data centers, networking, power systems, defense, and space. $HPE $CRDO $DELL $UCTT $AGX $LITE $MU $SNDK $DRAM $COHR $AAOI $AXTI $DOCN $AMD $NBIS $CRWV $ICHR $WULF $CIFR $APLD $H...
2. π’ bullish @geokoutalidis β (31,981 followers Β· π48 π3 π¬11)
> $CRDO is almost +1000% since I wrote this article, and I still think its a great buy!
3. π’ bullish @StonkChris β (39,736 followers Β· π44 π1 π¬8)
> Buy ze $CRDO dip
4. π’ bullish @RyshabTalks β (2,199 followers Β· π30 π1 π¬4)
> My Portfolio Update - June 12, 2026 π’ My Portfolio: +41% π’ S&P 500: +9% (Benchmark) Holdings: =================== $CRDO 19% $SNDK 17% $ALAB 16% $MU 14% $LITE 13% $SITM 9% $NBIS 9% $BE 7% Portfolio is 106% long. Changes this week: ==================...
5. π’ bullish @cvotrades β (14,352 followers Β· π19 π1 π¬6)
> Looks like we hit 700 by mid June π $CRDO $ALAB $SYNA https://t.co/UoSoci4wYD
6. π’ bullish @cvotrades β (14,352 followers Β· π17 π0 π¬4)
> Pretty good thread if you want to watch the $CRDO price call outs Most likely adding another 50k in $CRDU today
7. π’ bullish @SatyazalaZala β (2,915 followers Β· π8 π4 π¬0)
> Capital continues flowing toward the infrastructure powering the next generation of computing. $NBIS β Nebius Group $CRDO β Credo Technology Group $VRT β Vertiv Holdings $SMCl β Super Micro Computer $DELL β Dell Technologies $ANET β Arista Networks $PLTR β Palantir Technologie...
8. π’ bullish @glocalinvestor β (1,034 followers Β· π3 π0 π¬2)
> @JimyP99 @MarcosMillaYT @roundhill That's great... I think right now $AAOI and $CRDO are very good proxies for photnics end to end
9. π’ bullish @fundmyfund β (12,121 followers Β· π5 π0 π¬1)
> ποΈ New position: $CRDO via $CRDU 2X ETF I like its relative strength and they are hitting it this morning into the 5 ema where I can stick a hand out and give it a try https://t.co/7Vd16rYDQc
10. π’ bullish @JimyP99 β (5,740 followers Β· π1 π0 π¬2)
> @glocalinvestor @MarcosMillaYT @roundhill I've had $CRDO for some time. $MRVL has the better architecture, long term, but for now $CRDO is the place to be, especially with the DustPhotonics acquisition. And I have AAIO in an ETF. Me happy!
11. βͺ neutral @SayNoToTrading β (19,629 followers Β· π4 π0 π¬1)
> @StonkChris I know this is $CRDO price anchoring bias but I actually am for that, because even though we shouldnβt think that way, we know others do. I canβt average at $250 when I just paid in the $80s 2 months ago. https://t.co/PMqqxOni0y
12. π’ bullish @RosannaInvests β (28,132 followers Β· π4 π0 π¬1)
> @FrankDPrestia Well said! Long $CRDO $AAOI $SIVEF
13. βͺ neutral @ChipStockInvest β (736 followers Β· π3 π0 π¬1)
> $MU and $CRDO are still cyclical businesses and the revenue data proves it. In Part 2 of our How CSI Invests series, we break down the framework we use to identify business cycles and why it matters for position sizing, risk management, and buying opportunities. The AI boom h...
14. βͺ neutral @davey_juice β (7,211 followers Β· π5 π0 π¬0)
> It really is fun when your top holding has a 3.25 beta $crdo
15. βͺ neutral @DeNebulord β (6,209 followers Β· π4 π0 π¬0)
> $vicr now a top 5 AI stock pick by Steven Cress, head of Seeking Alpha quant team His top picks in the past include $mu, $crdo, $app, $cien, and $cohr https://t.co/6G7gFrj0v2
16. βͺ neutral @MMMTwealth β (67,222 followers Β· π1 π0 π¬1)
> @josericciard Yes. $CRDO probably the least now but still yes
17. π’ bullish @JSE_Invest β (4,869 followers Β· π3 π0 π¬0)
> $CRDO a net winner in the higher probability scenarios
18. π’ bullish @cvotrades β (14,352 followers Β· π3 π0 π¬0)
> $ALAB Almost at first target $430 here Up 77% since this pos My best performing position atm Hopefully $CRDO follows soon https://t.co/CUG7gYvXdR
19. π΄ bearish @fundmyfund β (12,121 followers Β· π3 π0 π¬0)
> Don't love how it is acting since I entered - no buyers showed up near the 5 ema $CRDO Could be a quick toss the curb, going to give it a bit more rope but thus far a hectic candle Seems like either photonics stocks go up or $CRDO goes up but not on the same day of late htt...
20. βͺ neutral @ConnorBTrades β (1,238 followers Β· π3 π0 π¬0)
> $CRDO π Added this to my watchlist - $CRDO is inside a major Supply & Demand zone. This can either breakout or reverse. 236.15 - 246.69 β οΈ $SPY $QQQ $SPX https://t.co/utI8IAhdPq
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 12 bullish Β· βͺ 6 neutral Β· π΄ 0 bearish Β· ποΈ 2 spam filtered
Influencer share: 56% (accounts > 10K followers) Β· Retail share: 17% (< 2K) Β· Rocket emoji rate: 0%
1. ποΈ spam @RealJGBanks β (237,254 followers Β· π434 π8 π¬45)
> Thinking about starting a FREE series for small accounts. How I found names like $SNDK, $MU, $INTC, $AAOI, and $ARM BEFORE the crowd. The exact framework I use to identify potential runners early. If enough people want it, I'll start this week. Show love if you do!
2. π’ bullish @WheelieInvestor β (17,215 followers Β· π172 π12 π¬4)
> $MU is ready for another leg higher to $1200-$1500 The chart looks identical to what we saw in mid May before we ripped to $1000 The memory train is not slowing down https://t.co/pLzXuVU1S2
3. π’ bullish @Gubloinvestor β (46,194 followers Β· π46 π2 π¬7)
> $MU recent analyst rating is outstanding. $1500 is ideal price. $MU is undervalued at $1000. i would add more $DRAM here https://t.co/x0dgcv9Q8G
4. βͺ neutral @epictrades1 β (51,911 followers Β· π36 π0 π¬2)
> Inflation & the Fed probably most important short term. The war has ended 68 times and earnings season is almost over minus $MU.
5. π’ bullish @equitydd β (9,190 followers Β· π25 π3 π¬2)
> Low PEG ratio can signal the rare combination of strong earnings growth and reasonable valuation, making these stocks worth watching as potential leaders in the next market uptrend. $MU $LITE $HPE $STX $MXL $DELL $BE $SIMO $CLS $AMD $CRDO $TSM $AAON $VIAV $SANM $TER $STRL Th...
6. π’ bullish @rip_trader β (4,747 followers Β· π25 π1 π¬3)
> $MU - 1200 incoming.. $MRVL - 320+ incomingβ¦ $INTC - 135+ incomingβ¦
7. βͺ neutral @TheETFTracker β (53,547 followers Β· π16 π3 π¬2)
> Here are the top holdings in the Dan Ives Wedbush AI Revolution ETF $IVES: Micron Technology $MU 6.17% weighting Taiwan Semiconductor $TSM 5.01% Advanced Micro Devices $AMD 4.84% Apple $AAPL 4.77% NVIDIA $NVDA 4.76% Microsoft $MSFT 4.56% Google $GOOGL 4.51% Broadcom $AVGO 4.4...
8. ποΈ spam @The_RockTrading β (215,194 followers Β· π6 π0 π¬5)
> Execute like a pro: https://t.co/ir0eGaRRxz Use code GOMSFT and get in for only $10 bucks this month! Or get lifetime access for less than a share of $MU https://t.co/ZoddMmChzt https://t.co/Mhbv1rw4A8
9. π’ bullish @nicaqs β (9,307 followers Β· π16 π0 π¬1)
> At the beginning of the week, 9 setups showing relative strength during last week's market drawdown were shared with members. Here's how they performed: Winners π©π©π© $VECO +32.56% $OSCR +15.30% $MU +13.61% $HOOD +13.00% $MRVL +6.16% $XLB +0.52% $OUST +0.30% Losers π₯π₯π₯ $FSLR ...
10. π’ bullish @TheBigBerbowski β (10,609 followers Β· π12 π0 π¬2)
> You know what didn't age well? π»π£οΈ "It's cyclical." This phrase has left so many people without generational gains. Long $MU $SNDK $KXIAY $HY9H
11. π’ bullish @TheValueist β (36,964 followers Β· π8 π1 π¬1)
> $NVDA $MU $SNDK $LITE We are still absolutely in the 1st inning of the GAI infrastructure trade. Sovereign GAI buildout is still at batting practice. I believe the best way to trade the public equities, which you have seen from my posts, is through long dated OTM calls and lo...
12. π’ bullish @ChessWarri42621 β (5,791 followers Β· π3 π0 π¬3)
> @Banana3Stocks I think $MU will run to $1200 into earnings and then we will see what their guidance is. June 24th AMC
13. π’ bullish @GrindeOptions β (51,763 followers Β· π9 π1 π¬0)
> With $SPCX reaching a $2.11 trillion market cap today makes me think $MU and $AMD still have so much more room to run even though theyβve been running quite a lot already.
14. βͺ neutral @TradexWhisperer β (132,511 followers Β· π5 π0 π¬2)
> @wattsfitness1 That has been the history of $MU
15. π’ bullish @TheValueist β (36,964 followers Β· π3 π2 π¬1)
> $NVDA $MU $SNDK $LITE Cold War 3.0 Bullish for the GAI infrastructure trade. Picks, shovels, arms and armor. https://t.co/poxtUxdKU2 https://t.co/4SP1Y8zLxy
16. π’ bullish @JoshTradeOption β (21,005 followers Β· π3 π0 π¬2)
> Brick by brick!!! $MU is a great deal here. I added tonight too. @DollarCostAvg has it right!
17. βͺ neutral @uboat159 β (2,332 followers Β· π6 π0 π¬1)
> Lil trivia @TheBigBerbowski - I don't own $MU, but I can tell you I am prob one of the only ones on X that knew $MU at $1 lol! In college, BSU, I hung out and waterskied w/ Ward Parkinson, one of the founders. They started $MU in the basement of some dental office in Boise. Fi...
18. βͺ neutral @NBee007 (810 followers Β· π1 π0 π¬2)
> @HolySmokas Where are your $TRP $MU $ARM $CRWV positions? Heard of opportunity cost?
19. π’ bullish @DerekAzyan (1,119 followers Β· π7 π0 π¬0)
> @WheelieInvestor Ive learned my lesson. Just buy $MU or $SNDK every big dip. Nothing else.
20. βͺ neutral @wz2013 (790 followers Β· π1 π0 π¬2)
> @Banana3Stocks Maybe after 6/24 earnings. $mu
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· β high confidence (16 directional posts)
Distribution (20 posts): π’ 16 bullish Β· βͺ 3 neutral Β· π΄ 0 bearish Β· ποΈ 1 spam filtered
Influencer share: 47% (accounts > 10K followers) Β· Retail share: 32% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @FL0WG0D β (104,592 followers Β· π55 π1 π¬6)
> $1.5 million into these $LRCX calls https://t.co/4UqjsFtPLn
2. βͺ neutral @TheValueist β (36,964 followers Β· π14 π3 π¬1)
> $AMAT $KLAC $LRCX $AMSL Global Front-End WFE Demand Through 2031. New: 6/12/26. Global front-end wafer fab equipment demand remains structurally elevated through 2028, with the strongest project-level pull-through concentrated in leading-edge foundry/logic, HBM-related DRAM w...
3. π’ bullish @ThetaWarrior β (140,193 followers Β· π12 π0 π¬2)
> $LRCX SWEEPER ALERT π§Ή https://t.co/gDP84v4bgk
4. π’ bullish @Oculustrade β (75,514 followers Β· π7 π0 π¬3)
> Did any of you get to use my app on this wonderful day ? Was a perfect day $LRCX $ARM $MRVL $AMD $INTC The strongest slopes they are rallying stronger then the rallying itself ! Now do you understand ?!
5. π’ bullish @fammetaX β (5,883 followers Β· π5 π0 π¬3)
> you have more money in your phone case than in the market and the market just did this in 12 months $LRCX +313% $ACMR +278% $ONTO +236% whatβs your excuse https://t.co/XuXzkmHoeF
6. π’ bullish @TheValueist β (36,964 followers Β· π7 π2 π¬1)
> $AMAT $KLAC $LRCX $ASML Not as strong as yesterday, but Blue Horseshoe still likes WFE. https://t.co/UK2X45JGnB
7. π’ bullish @NotAnotherFlow β (2,114 followers Β· π8 π0 π¬0)
> $LRCX making new all time highs again Over $2M in call buying today https://t.co/8apLW2Y287
8. π’ bullish @fundmyfund β (12,121 followers Β· π2 π0 π¬2)
> Semi cap equipment continues - rotation back in $UCTT $ICHR $LRCX https://t.co/gm6RSkjsXk
9. π’ bullish @robot2trade1 β (1,444 followers Β· π4 π1 π¬0)
> $1.5 Million Whale Buys $LRCX July 17 460 Calls Major Bullish Flow Options flow on June 12 showed aggressive buying in Lam Research ($LRCX). A large player committed approximately $1.5 million in premium to the 460 Call series expiring July 17, 2026 (35 days to expiration).T...
10. π’ bullish @TEEELAZER (1,126 followers Β· π0 π0 π¬1)
> $LRCX $370 dubba ATH Day https://t.co/es5B8qgZIH
11. βͺ neutral @jedimarkus77 β (42,499 followers Β· π3 π0 π¬0)
> $MU $ASML $LRCX $AMAT getting some spankies in ETH... yuuuge runs upside Thursday though... #NQ_F
12. π’ bullish @TraderFlorida β (25,814 followers Β· π1 π0 π¬0)
> $LRCX - up $28.00 from suggested buy entry. Projected price target $407.00 area. https://t.co/LWxWdA0Efz
13. π’ bullish @fundmyfund β (12,121 followers Β· π1 π0 π¬0)
> What a day in semi cap equipment yesterday Back to being a leading group $UCTT $ICHR $LRCX https://t.co/tCklrndhVb
14. π’ bullish @Jatenocide β (546 followers Β· π0 π0 π¬0)
> $LRCX 1D chart. stay strongπͺπͺπͺ This is just for fun, not financial advice. DYOR. Like + Follow if you like this kind of content π https://t.co/VlLBnofcJD
15. π’ bullish @MarcJacksonLA β (8,291 followers Β· π0 π0 π¬0)
> $LRCX -Cantor raises Lam Research target to $425 from $320 Overweight -Barclays raises target to $335 from $275 = Weight - $LTRX -Needham raises Lantronix target to $11 from $8.50 Buy - $LYFT -Guggenheim maintains Lyft $22 target Buy - $LYV -Morgan Stanley raises Live Nat...
16. ποΈ spam @sveta_chmo β (653 followers Β· π0 π0 π¬0)
> #BTC The market never sleeps β and neither does the opportunity. Iβm a futures trader dropping my personal high-probability setups with exact entries and exits for free. https://t.co/3IwXKCpi91 $SLOP $LRCX 5r2u7h https://t.co/TxIRtBItJA
17. π’ bullish @TheWizardFi β (581 followers Β· π0 π0 π¬0)
> Lam Research rallied 2.5% Current ~ $371.57 Lam Research $LRCX rose 2.5% today to $371.57. That is broadly in line with its typical daily swing of 4.1% (the standard deviation of its daily returns over the past 60 sessions). That sets a fresh 52-week high of $371.57. Zoomin...
18. π’ bullish @GlobalEqTiming β (1,009 followers Β· π0 π0 π¬0)
> ALL MARKET INDEX BUY SIGNAL on 06/11/26 Out of the gate fast: $AMAT $LRCX $SNDK
19. π’ bullish @MarcJacksonLA β (8,291 followers Β· π0 π0 π¬0)
> Notable 52 Week Highs Cont. from Part 4 $LIN $LQDA $LRCX $LXP $LYTS $M $MAC $MAR $MATX $MCBS $MCRI $MCS $MEC $MET $MFC $MKSI $MNST $MOV $MRCY $MSBI $MSGS $MTRN $MYE $MYFW $NBTB $NDLS $NECB $NTRS $NUE $NVEC $NVMI $NWBI $NWPX $OBK $OFG $OGN Part 5 Cont. -
20. βͺ neutral @TapeVector β (640 followers Β· π0 π0 π¬0)
> $ENTG chart. Iβm also working on an article covering Entegris Inc. and its connection to $LRCX . My trading journal, not financial advice. This is an upside ignition candidate. But the trigger is not confirmed yet. Structure grade: B+ Current-entry grade: B- now B / B+ o...