Generated: 2026-06-14 03:37
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 (11 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 9 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 45% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @saso_capital ✓ (6,309 followers · 👍108 🔁4 💬9)
> If Jensen is right and $MRVL is the next trillion dollar company… $CRDO is the next $MRVL except it’s growing twice as fast. https://t.co/hizJktYsik
2. ⚪ neutral @TheBigBerbowski ✓ (10,802 followers · 👍31 🔁1 💬6)
> My Watchlist for H2 2026 Not a buy indicator. Consider this a nudge to dig deeper on these names. Faves: $CRDO $AAOI $MU SK Hynix $AL2SI $PENG Large Caps (only in case of bigger dips) $GOOG $NVDA $AVGO $TSM $MSFT Misc Tech $STM $INTC $MRVL $TRT $IQE $CRDO $...
3. 🟢 bullish @TheBigBerbowski ✓ (10,802 followers · 👍35 🔁0 💬5)
> I haven't been this excited about a company since I invested in SK Hynix. I hope you enjoy the read. $CRDO
4. ⚪ neutral @athuinvests ✓ (5,326 followers · 👍11 🔁0 💬12)
> What's your pick for photonics: $CRDO or $ALAB?
5. ⚪ neutral @Minnvestor ✓ (5,507 followers · 👍18 🔁4 💬2)
> Top 10 U.S. large cap semiconductor companies by employee growth: 72% $ALAB Astera Labs 24% $CRDO Credo 18% $MTSI MACOM 17% $NVDA NVIDIA 17% $NVMI Nova 15% $ARM Arm 12% $MPWR MPS 12% $SITM SiTime 11% $RMBS Rambus 11% $ASX ASE 11% $AMD AMD 10% $MU Micron
6. 🟢 bullish @preetkailon ✓ (128,185 followers · 👍17 🔁1 💬4)
> $CRDO Coiling up nicely inside this rising channel since the breakout off the 200/210 base. Now testing the 240/250 zone again after that pullback. Worth noting that every dip into 240/250 has gotten bought up fast you can see that on the chart with how quickly buyers steppe...
7. 🟢 bullish @RosannaInvests ✓ (28,758 followers · 👍13 🔁2 💬2)
> Three layers, one chain, same constraint: 🟢 $SIVEF → the light source (earliest, binary) 🔵 $AAOI → the integrated laser + module (scale, founder-led) 🔵 $CRDO → the interconnect toll (profitable, both roads) The incumbents you already know → $LITE, $COHR, $GLW → are forward-s...
8. ⚪ neutral @saso_capital ✓ (6,309 followers · 👍17 🔁0 💬1)
> Cool $CRDO write-up by @TheBigBerbowski.
9. 🟢 bullish @RosannaInvests ✓ (28,758 followers · 👍13 🔁0 💬2)
> 🔵 $CRDO → the layer the rack literally cannot route around If $AAOI is the laser, $CRDO is the electrical nervous system: SerDes, retimers, active electrical cables → the interconnect that keeps signals alive between GPUs before, and alongside, the optics. It just closed Dust...
10. 🟢 bullish @athuinvests ✓ (5,326 followers · 👍5 🔁1 💬3)
> $CRDO is my pick. The decision is simple. Photonics with 1.6T+ and CPO holds the huge future assymetrical upside. $CRDO is simply way better placed and positioned today. That could change tomorrow. $ALAB clearly a step behind and a bit more one-dimensional.
11. 🟢 bullish @KeithTradeSmith ✓ (4,328 followers · 👍5 🔁2 💬2)
> AI Rack Plumbing is breaking out together. $ALAB $CRDO $BELFB $CECO The components that connect, power and cool every AI server, sitting one layer below the GPU. Group avg past-month gain +46%, all four up over 240% on the year. #stocks #AI #datacenter
12. 🟢 bullish @hassytrades ✓ (30,354 followers · 👍11 🔁0 💬1)
> $CRDO Re-testing the base around 245 We are in from 200-220 in the discord If we can hold over this 245 zone expecting a push towards 270+ again https://t.co/mU0PFJLcFO
13. ⚪ neutral @DeNebulord ✓ (6,213 followers · 👍8 🔁0 💬1)
> $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
14. ⚪ neutral @DrTEHughes (2,722 followers · 👍3 🔁0 💬1)
> @athuinvests $CRDO with the recent acquisition
15. ⚪ neutral @athuinvests ✓ (5,326 followers · 👍1 🔁0 💬1)
> @AsianbeBlazin You got some $CRDO ?
16. 🟢 bullish @RosannaInvests ✓ (28,758 followers · 👍4 🔁0 💬0)
> @TheBigBerbowski Great work! 👏 love $CRDO been long a long time! Their Dust Photonics acquisition was key bringing silicon photonics in-house. Full interconnect stack! 💪
17. 🟢 bullish @RosannaInvests ✓ (28,758 followers · 👍1 🔁0 💬1)
> @athuinvests Yes MORE bullish for $AAOI they always do this to the higher flyers. Look at $CRDO just a month or 2 ago. Tides will change quickly. The option flow is telling and reveals a lot! 👀 (now you inspired me to post about the insane BUY flow today!) 🚀
18. ⚪ neutral @Dangstrat ✓ (26,335 followers · 👍3 🔁0 💬0)
> Port is highly concentrated now. $NBIS 36% $CRDO 34% $NVDA 19% Cash 6% $DRAM calls 2.8% $NVDA calls 1.6% Current focus list: $MU $INTC $POWI $OUST $TER $SMTC $VRT https://t.co/DcrFOvqyks
19. 🟢 bullish @Lenmontana ✓ (1,182 followers · 👍2 🔁0 💬0)
> The recent 20%-40% correction in high-beta AI names highlights a major rotation. Smart money is quietly moving from speculative narratives to rock-solid fundamentals. Look at the relative strength in $ASML, $LRCX, $CRDO, $LLY, and $JNJ. Institutional capital is splitting into...
20. ⚪ neutral @BP_Investments_ ✓ (556 followers · 👍2 🔁0 💬0)
> $CRDO Our alternative count had to step in. Even our alt. (B) target zone needed an upward adjustment after price blasted through the 138.2% Fib. Two scenarios now: - Major correction kicks in here - Break above $292.47 confirms Wave (II) low is in Both directions are...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (14 directional posts)
Distribution (20 posts): 🟢 14 bullish · ⚪ 3 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 53% (accounts > 10K followers) · Retail share: 18% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TradexWhisperer ✓ (132,621 followers · 👍122 🔁9 💬13)
> $MU $DRAM $005930 $000660 How will the memory industry flatten the cycle? The next wave of LTAs between memory makers and hyperscalers will trade away the extreme peak pricing of the old boom cycles in exchange for stability. Both sides benefit. The highs get lower but the l...
2. 🟢 bullish @TW_trades_ ✓ (11,812 followers · 👍99 🔁4 💬10)
> Photonic stocks will run similar to memory plays Market is still deciding whether they believe it or not just like $MU in its early run. Supply is constrained and demand continues to grow Long $AAOI , Long $LITE , Long Photonics
3. 🟢 bullish @JUST_KAWS ✓ (6,030 followers · 👍84 🔁2 💬12)
> Call me crazy but…. $MU is still a buy at $989 $SNDK is still a buy at $1,994 $DRAM is still a buy at $65 https://t.co/YsgXxkkq52
4. 🗑️ spam @Gubloinvestor ✓ (48,043 followers · 👍101 🔁3 💬4)
> $MU is the next
5. 🟢 bullish @JoshTradeOption ✓ (21,157 followers · 👍62 🔁0 💬9)
> Who’s with me? $MU Bull Thesis for MU (Micron Technology) Micron is positioned at the center of the AI infrastructure buildout as the leading supplier of high-bandwidth memory (HBM) and DRAM essential for AI training and inference. Strong demand has led to sold-out product...
6. 🟢 bullish @WealthCoachMak ✓ (44,797 followers · 👍40 🔁0 💬1)
> Stocks I will buy when they have a bit of a drawdown: $MU $MRVL $TSM $NBIS $AMD $SPCX
7. 🟢 bullish @BluechipsAI ✓ (512 followers · 👍10 🔁6 💬4)
> While everyone calls the top, here's the part nobody's pricing: some of the "AI bubble" trades at 11x earnings. Cheapest AI hardware by forward P/E: $MU ~11x (EPS +200%, 0.2x PEG) $QCOM ~14x (below peers) $NVDA ~24x (de-rated) $TSM ~24x (~70% foundry share) $AVGO ~41x (the p...
8. 🟢 bullish @dewmboom ✓ (5,525 followers · 👍15 🔁2 💬0)
> Why $MU heading to $2,165 🔥🔥🔥
9. ⚪ neutral @BecauseBitcoin (38,278 followers · 👍9 🔁1 💬1)
> Will crypto catch the Trump pump in the next 12 months? @KingWabi dubiously speculates on Market Talk how the current trends being witnessed in Ai stocks like $SNDK and $MU is likely to happen after midterms as Bitcoin goes into its pre-halving year. https://t.co/IzwJ8egdo9
10. 🟢 bullish @dewmboom ✓ (5,525 followers · 👍5 🔁1 💬1)
> Why I'm Still Holding Every Micron Share Source: Seeking Alpha $MU https://t.co/q2VWP9MnwD
11. 🟢 bullish @SOUKCOMMUNITY ✓ (1,106 followers · 👍6 🔁2 💬0)
> people are calling this a buy at today’s price btw $MU
12. 🟢 bullish @raichutokenized ✓ (11,384 followers · 👍9 🔁0 💬0)
> I can confirm this as a trader with 8 years of experience I’m long $SNDK $MU $INTC $NBIS $LITE $ALAB $AAOI $GLW from June lows in my trading account, a top-tier list in terms of business quality imo, and the decision making was simply this: opened tradingview placed the p...
13. 🟢 bullish @ronjonbSaaS ✓ (21,038 followers · 👍5 🔁0 💬1)
> 🚨 Micron $MU Q3 earnings are around the corner. ✅ This guidance is insane 🔥🔥🔥🔥 “We expect FQ3 revenue to be a record $33.5 billion, plus or minus $750 million; gross margin to be approximately 81.0%; and operating expenses to be approximately $1.40 billion. Based on a share ...
14. 🟢 bullish @afortunetrading ✓ (17,703 followers · 👍8 🔁0 💬0)
> $MU $1300 comes on next breakout of $1090
15. 🗑️ spam @midascabal ✓ (60,212 followers · 👍4 🔁0 💬1)
> IMPORTANT 🚨 Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100: I’m building @asymmetrix_xyz to find these 10x stocks early. It can easily spot AI bottlenecks and new narratives before everyone on X (take a look below). Don’t miss out and join the waitlist here: ...
16. ⚪ neutral @jszhang0912 (917 followers · 👍5 🔁0 💬0)
> Did some napkin math. The current mkt cap of $MU, $STX, $WDC, $SNDK, etc, implies a 12x multiple even with 60% net margin and 1.5 trillion USD AI capex (current run-rate is less than 1 trillion USD. Is there major logical flaws in this analysis? Can't see this go on forever?.....
17. 🟢 bullish @LifeLessonsAcad ✓ (4,342 followers · 👍1 🔁0 💬1)
> @bucketbrief I really like $SNDK and $MU. I’m in both of those. My AI algorithm identified these
18. 🟢 bullish @JoshTradeOption ✓ (21,157 followers · 👍4 🔁0 💬0)
> @GrindeOptions I’ll keep adding $MU 👍
19. 🗑️ spam @midascabal ✓ (60,212 followers · 👍1 🔁0 💬1)
> IMPORTANT 🚨 Don’t miss the next $SIVE at $1, $SNDK at $3, or $MU at $100: I’m building @asymmetrix_xyz to find these 10x stocks early. It can easily spot AI bottlenecks and new narratives before everyone on X (take a look below). Don’t miss out and join the waitlist here: ...
20. ⚪ neutral @seer_xyz ✓ (4,547 followers · 👍3 🔁0 💬0)
> Your usual volatility monsters of the weekends are as flat as a high fashion Italian model. $MU $SNDK $NVDA https://t.co/uQYKe7qsCR
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (14 directional posts)
Distribution (20 posts): 🟢 14 bullish · ⚪ 3 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 35% (accounts > 10K followers) · Retail share: 35% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TheProfInvestor ✓ (122,146 followers · 👍79 🔁7 💬7)
> #7 $AMAT I am a long term holder. And will remain invested from $140. My view here is $1000 in 2027. All 10-20% pullbacks are buys. #8 $LRCX No position but same view-All dips are buys. As long as nothing changes fundamentally- this stock will hit $500 #9 $OSS One in...
2. ⚪ neutral @jfsrev ✓ (48,402 followers · 👍40 🔁1 💬21)
> How do you view $LRCX as a tradable name for swing traders? https://t.co/uUHSci5bCT
3. 🟢 bullish @fammetaX ✓ (5,898 followers · 👍19 🔁0 💬11)
> 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% what’s your excuse https://t.co/XuXzkmHoeF
4. 🟢 bullish @JamesTrvdes ✓ (3,076 followers · 👍33 🔁0 💬3)
> $AMAT $LRCX $ASML look incredible
5. 🟢 bullish @Oculustrade ✓ (75,533 followers · 👍8 🔁0 💬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 ?!
6. 🟢 bullish @TheValueist ✓ (37,015 followers · 👍8 🔁2 💬1)
> $AMAT $KLAC $LRCX $ASML Not as strong as yesterday, but Blue Horseshoe still likes WFE. https://t.co/UK2X45JGnB
7. ⚪ neutral @ThetaWarrior ✓ (140,202 followers · 👍7 🔁0 💬1)
> $LRCX Lam Research specializes in thin-film deposition and plasma etch equipment. These tools are used to build ultra-complex 3D structures and are heavily utilized by manufacturers of memory chips. https://t.co/Vr7M4jecsk
8. 🟢 bullish @NotAnotherFlow ✓ (2,129 followers · 👍8 🔁0 💬0)
> $LRCX making new all time highs again Over $2M in call buying today https://t.co/8apLW2Y287
9. 🟢 bullish @IldefonsoVilar ✓ (624 followers · 👍2 🔁0 💬1)
> @EmmanuelSimond @GrindeOptions Here: "The Fab 5" $KLAC $LRCX $ASML $AMAT In a gold rush you don't dig, you sell the tools.
10. 🟢 bullish @im_ArpanB ✓ (633 followers · 👍4 🔁0 💬0)
> Chart Idea: $LRCX 👀 LRCX continues to ride this BTD channel, making new highs. Momentum looks strong across timeframes. • Hold the trendline = room for continuation higher 📈 • Lose the trendline = likely a deeper pullback 📉 Also noticed some call buying hit the tape: • $LRC...
11. 🟢 bullish @TEEELAZER (1,126 followers · 👍0 🔁0 💬1)
> $LRCX $370 dubba ATH Day https://t.co/es5B8qgZIH
12. 🟢 bullish @Lenmontana ✓ (1,182 followers · 👍2 🔁0 💬0)
> The recent 20%-40% correction in high-beta AI names highlights a major rotation. Smart money is quietly moving from speculative narratives to rock-solid fundamentals. Look at the relative strength in $ASML, $LRCX, $CRDO, $LLY, and $JNJ. Institutional capital is splitting into...
13. 🟢 bullish @thesetupfactory ✓ (4,407 followers · 👍0 🔁1 💬0)
> Let’s look at some of these stocks now. Stocks are bursting up, but these are making new highs. The power of a method that measures internal thematic RS $PDFS $AMAT $LRCX $ASML
14. 🟢 bullish @TraderFlorida ✓ (25,810 followers · 👍2 🔁0 💬0)
> $LRCX - up $28.00 from suggested buy entry. Projected price target $407.00 area. https://t.co/LWxWdA0Efz
15. ⚪ neutral @killakel02 (568 followers · 👍0 🔁0 💬0)
> $LRCX 460c 7/17 a touch at 360 would be real nice for an entry. If it takes off at open or premarket, void https://t.co/eEd9W3k1Nl
16. 🟢 bullish @sa3393833 ✓ (938 followers · 👍0 🔁0 💬0)
> Market Recap: Notice how the latest tech dip didn't crush everything? While hot AI concepts pulled back heavily, a few names showed massive relative strength: $ASML $LRCX $CRDO $LLY $JNJ. Here is where the volume is rotating: 1/ The Hardware Infrastructure Tollbooth: $ASML ...
17. 🗑️ spam @sveta_chmo ✓ (667 followers · 👍0 🔁0 💬0)
> #XRP The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. https://t.co/3IwXKCpi91 $UNI $LRCX 4f5v7t https://t.co/XnYRkYxzZC
18. 🗑️ spam @sveta_chmo ✓ (667 followers · 👍0 🔁0 💬0)
> #XRP The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. https://t.co/3IwXKCpi91 $DUSK $LRCX 3d2s5b https://t.co/XnYRkYxzZC
19. 🟢 bullish @MarcJacksonLA ✓ (8,291 followers · 👍0 🔁0 💬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...
20. 🗑️ spam @sveta_chmo ✓ (667 followers · 👍0 🔁0 💬0)
> #BTC The market never sleeps — and neither does the opportunity. I’m 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