Generated: 2026-06-15 03:47
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 (13 directional posts)
Distribution (20 posts): 🟢 13 bullish · ⚪ 7 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 65% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 5%
1. ⚪ neutral @MMatters22596 ✓ (66,004 followers · 👍382 🔁58 💬28)
> TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 1. $NBIS \| Nebius Group -- 521% 2. $MU \| Micron -- 191% 3. $CRDO \| Credo Technology -- 170% 4. $CRWV \| CoreWeave -- 136% 5. SK Hynix -- 136% 6. $LITE \| Lumentum -- 56% 7. $AAOI \| Applied Optoelectronics ...
2. ⚪ neutral @RosannaInvests ✓ (28,911 followers · 👍128 🔁21 💬13)
> 🌐 THE FUTURE ECONOMY -> mapped Forget the headlines. Here's the infrastructure the next decade actually runs on, and the names building each layer 🧵👇 💡 PHOTONICS - light replaces copper $CRDO · $SIVE · $AAOI The interconnect bottleneck of AI. Every GPU cluster moving from ele...
3. 🟢 bullish @yianisz ✓ (34,317 followers · 👍132 🔁10 💬14)
> The biggest lesson from $CRDO and $ALAB comeback.. It's that both stocks fell 60%+ while the underlying businesses were growing 100%-200%+. $CRDO collapsed from $214 to $72 despite revenue eventually growing 206% for FY26. $ALAB fell from $263 to roughly $100 while revenue...
4. ⚪ neutral @saso_capital ✓ (6,340 followers · 👍101 🔁10 💬9)
> Copper vs. optics is a fake debate. $CRDO does both now. $AAOI does the long-haul. Every AI cluster needs both. The real question nobody’s asking: what happens when microLED optics replace laser optics? 20x less power and no temperature sensitivity, late 2027. Ask $LITE an...
5. 🟢 bullish @RosannaInvests ✓ (28,911 followers · 👍78 🔁10 💬4)
> 🚨One stock in my book scores 716 on the Rule of 40. The 5 highest in my book: ♦️ $NBIS → 716 ♦️ $MU → 265 ♦️ $CRDO → 207 ♦️ $BE → 147 ♦️ $PLTR → 145 Growth and profit in the same company. The rarest thing in the market, and each earns it a different way. My picks for dur...
6. 🟢 bullish @bdinvestingg ✓ (18,777 followers · 👍49 🔁5 💬3)
> I haven’t been excited about a stock since $DRAM & $MU $CRDO is growing fast…
7. 🟢 bullish @TheBigBerbowski ✓ (11,475 followers · 👍35 🔁1 💬8)
> Usual $CRDO comments: - It ran too much - It's expensive - I'm late On May 28, 2026, the Board approved a performance-based equity award for the CEO. Both the revenue goal AND the stock price goal must be achieved for each tranche to vest. This was approved 2 weeks ago and ...
8. ⚪ neutral @equitydd ✓ (9,586 followers · 👍41 🔁7 💬0)
> Stocks with high Relative Strength $SNDK $CRDO $KLAC $PDFS $LRCX $ASML $COHU $KLIC $MSKI $EXTR $ACMR $IESC $ROKU $ALAB https://t.co/rAFVCvB6Xk
9. 🟢 bullish @ThePupOfWallSt ✓ (54,304 followers · 👍24 🔁2 💬4)
> $CRDO is holding its breakout above 194, and a push through 258 opens the door toward 287, with 335 as the bigger extension target. https://t.co/OxKK7P2ZJe
10. ⚪ neutral @saso_capital ✓ (6,340 followers · 👍26 🔁0 💬4)
> PEACE DEAL REACHED $CRDO $AAOI https://t.co/yieBZPypyh
11. 🟢 bullish @JonkooTrades ✓ (5,430 followers · 👍18 🔁3 💬1)
> $CRDO → the Q4 FY26 print quietly reset the bull case. Everyone saw “another beat.” The real signal was the guide → a flat-ish first half, then an optics-driven inflection that reshapes the whole revenue mix. The base is real, not hope. → Q4 rev a record $437M, up 157% YoY ...
12. 🟢 bullish @InvestmentGuru_ ✓ (41,089 followers · 👍13 🔁0 💬3)
> $CRDO great read. I started position at $212 recently
13. 🟢 bullish @MartyChargin ✓ (51,098 followers · 👍6 🔁1 💬2)
> @ThePupOfWallSt $CRDO ... going higher...
14. 🟢 bullish @RosannaInvests ✓ (28,911 followers · 👍7 🔁0 💬1)
> @saso_capital Own both like I have! 💪 Long $CRDO & $AAOI plus $SIVE $SIVEF Nice to see we are all on same page! 🤝
15. 🟢 bullish @MartyChargin ✓ (51,098 followers · 👍7 🔁0 💬1)
> @ThePupOfWallSt $CRDO $ALAB .... Just like Credo.... Astera Labs is going to trade higher👍👍📈📈....
16. ⚪ neutral @anandc ✓ (28,457 followers · 👍3 🔁1 💬1)
> Great write up on Celesta portco $CRDO esp post their @DustPhotonics acquisition (another celesta portco).
17. 🟢 bullish @JonkooTrades ✓ (5,430 followers · 👍4 🔁0 💬1)
> Both work as a barbell → $CRDO is the quality core (high margins, strong FCF) and $AAOI is the high-torque satellite (pure transceiver cycle, thin margins, still cash-burning) that rips harder up and bleeds harder down. Since I am a high growth investor my biggest position is...
18. 🟢 bullish @athuinvests ✓ (5,550 followers · 👍6 🔁0 💬0)
> @TheBigBerbowski $CRDO can do $5B by 2028. Photonics is going to be huge for them.
19. 🟢 bullish @Stevendiaz ✓ (13,928 followers · 👍2 🔁0 💬1)
> @TheBigBerbowski I am already in $CRDO long time ago 😉
20. ⚪ neutral @unfadv (1,345 followers · 👍4 🔁0 💬0)
> @babyfolio $MXL Seems like a degen version of $CRDO you love
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.86) · ✅ high confidence (14 directional posts)
Distribution (20 posts): 🟢 13 bullish · ⚪ 5 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 47% (accounts > 10K followers) · Retail share: 16% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @Gubloinvestor ✓ (50,342 followers · 👍78 🔁2 💬8)
> Sk Hynix up 6% Samsung up 4% $MU up 5% overnight $SNDK up 5% $DRAM is going to have 5% day tomorrow. https://t.co/K2ZHD5Z9Ap
2. 🟢 bullish @SteveUrkelDude ✓ (45,625 followers · 👍39 🔁0 💬7)
> Still holding the $MU swing - gimme $1400 🫡 https://t.co/vJp9inCb4n
3. 🟢 bullish @DollarCostAvg ✓ (30,650 followers · 👍28 🔁4 💬1)
> $MU Bull Case Going Into June 24 ER ✅ Q2 revenue exploded to $23.86B, up nearly 200% YoY, while non-GAAP EPS reached $12.20, both crushing expectations. ✅ Micron set all-time company records for revenue, gross margin, EPS, and free cash flow, driven by AI memory demand and...
4. ⚪ neutral @equitydd ✓ (9,586 followers · 👍20 🔁5 💬2)
> IBD Top 15 stocks $MU 🥇 $ALAB $AXSM $LQDA $SITM $HUT $CRDO $FIX $TVTX $AMD $CRS $CECO $LRCX $INOD $CLS https://t.co/8zEklDkJGg
5. 🟢 bullish @DollarCostAvg ✓ (30,650 followers · 👍18 🔁2 💬1)
> $MU $SNDK -> Trillions dollars in revenue over the next few years. $MU ER in 10 days, this is already evident . Will post Great Numbers.
6. 🗑️ spam @Brownmoose ✓ (17,956 followers · 👍9 🔁0 💬5)
> Lmao every position shared last week in the discord litterally up 5-10% from our entry in few days. This will be a fun weeks where everyone will be making money 🤝 $MRVL $MU $NOK $SATL Let’s be ready for more buy entry tomorrow morning 💸 Few chart to be dropped here too ...
7. 🟢 bullish @rubicon59 ✓ (23,674 followers · 👍10 🔁3 💬1)
> "Meaningful (memory) supply doesn't start ramping until 2028." (Meanwhile demand moons because models and context.) $MU $KXIAY $SNDK SKHynix
8. 🟢 bullish @ronjonbSaaS ✓ (21,104 followers · 👍10 🔁1 💬2)
> $MU and $SNDK up huge overnight 🔥🔥🔥🔥 https://t.co/CKQkKo22Pd
9. 🟢 bullish @itsjcmerlo ✓ (2,392 followers · 👍10 🔁0 💬1)
> If this is truly a buyer market and the buyers show up… We will see $MUU go up 20-50% and $MU 10-25% this week not even kidding
10. ⚪ neutral @DollarCostAvg ✓ (30,650 followers · 👍7 🔁0 💬1)
> Really Excited for $MU ER ✅ https://t.co/MTHe8soN75
11. 🟢 bullish @itsjcmerlo ✓ (2,393 followers · 👍2 🔁0 💬2)
> @Gubloinvestor Why limit to 5% 5% open $MU and close at 1.1k
12. 🔴 bearish @reasonus4 ✓ (1,622 followers · 👍1 🔁0 💬2)
> @CifrOracle Only to the young & naive who have never been through a pump & dump or commodity cycle. $MU insiders have. Young traders are simply transferring wealth to insiders. Retail did the same buying $BTC at $124k, $MSTR at $300+.
13. 🟢 bullish @OpenClawCentral (909 followers · 👍4 🔁0 💬1)
> @TradexWhisperer Rerate incoming. Elon litterally said the big 3 are not making enough memory and that he would buy all they would or could produce. Read that again! Memory to remain in shortage. I am all in.. $MU $DRAM $EWY Micron 🚀🚀 https://t.co/rehUq0nXKh
14. 🟢 bullish @OpenClawCentral (909 followers · 👍4 🔁1 💬0)
> Whats the next Micron? Whats the next large cap that is going to move up 100%? Well if you read my posts, yes its Micron. All the ingredients are there. Just patience and conviction is the tough part. $MU $DRAM $EWY https://t.co/8R7cFoyWiZ
15. 🟢 bullish @MartyChargin ✓ (51,098 followers · 👍6 🔁0 💬0)
> @JoTrader4 $MU ... going much higher...
16. ⚪ neutral @MoMoMacro ✓ (5,332 followers · 👍3 🔁0 💬1)
> @TradexWhisperer How does HBM supply actually meet demand when lead times are exploding and $MU's basically the pure play?
17. 🟢 bullish @Aymanhamzi8 ✓ (7,673 followers · 👍5 🔁0 💬0)
> Micron should trade 'at least' at $1,550, in my view.. $MU https://t.co/kB9Gb4r4VP
18. ⚪ neutral @ZeekTyt ✓ (2,526 followers · 👍2 🔁0 💬1)
> $MU will have a 10-15% move after earnings. 📊
19. 🟢 bullish @MadAboutStocks_ ✓ (10,392 followers · 👍5 🔁0 💬0)
> When someone asks me why I am SO BULLISH on $MU ? Of all the 100+ reasons , here’s the one that my personal favourite: All ( like ALL) the TOP 5 Co. globally are CUSTOMERS of #Micron !! How many companies can say that ? cc : @hamids @anni_sen @TradexWhisperer @jukan05 htt...
20. ⚪ neutral @itsjcmerlo ✓ (2,392 followers · 👍1 🔁0 💬1)
> @lukesterbu LFGGG I like $MU at 1.2k then stop loss and seeing what happens Like shorting carmax earnings Like shorting $MU after earnings
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (12 directional posts)
Distribution (18 posts): 🟢 12 bullish · ⚪ 6 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) · Retail share: 33% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TheProfInvestor ✓ (122,328 followers · 👍188 🔁22 💬13)
> #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 ✓ (48,445 followers · 👍67 🔁1 💬26)
> How do you view $LRCX as a tradable name for swing traders? https://t.co/uUHSci5bCT
3. ⚪ neutral @TrendSpider (655,796 followers · 👍78 🔁4 💬19)
> While eyes were on SpaceX last friday, one trader placed a massive short-term bet on $LRCX They spent $2,500,000 on OTM calls expiring in ~1 month. The stock needs to move +24% for these contracts to expire in the money. https://t.co/EjVay1gD1f
4. 🟢 bullish @TheValueist ✓ (37,090 followers · 👍76 🔁10 💬2)
> $AMAT $KLAC $LRCX $ASML If you've been following me, you know I've been sharing extensively on the WFE market. The stocks are ripping and many others are catching on. The drum beats are getting louder and there is still much more to come. Two write-ups I've previously posted b...
5. 🟢 bullish @JamesTrvdes ✓ (3,080 followers · 👍41 🔁0 💬4)
> $AMAT $LRCX $ASML look incredible
6. ⚪ neutral @TheValueist ✓ (37,090 followers · 👍25 🔁3 💬0)
> $AMAT $KLAC $LRCX Front-end WFE write-ups below. AMAT https://t.co/EXv18cdqYA KLAC https://t.co/nGJAu8OpkF LRCX https://t.co/46ZvPIoaIj
7. ⚪ neutral @DividendWave (11,405 followers · 👍17 🔁1 💬2)
> Ex-dividend this week $MO Altria $LRCX Lam Research $TROW T. Rowe Price $META Meta Platforms $UNH UnitedHealth Group https://t.co/WC0fcMDIgC
8. ⚪ 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
9. 🟢 bullish @MacroGekko ✓ (19,453 followers · 👍4 🔁0 💬1)
> $LRCX sees opportunity across every major semiconductor market. - NAND: Capacity investments accelerating as the industry moves beyond 200 layer architectures - DRAM: Transition to 1c nodes driving demand for advanced deposition - Foundry/Logic: Leading edge wins fueling mome...
10. 🟢 bullish @im_ArpanB ✓ (635 followers · 👍7 🔁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 @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.
12. 🟢 bullish @ScorEnterprises ✓ (1,693 followers · 👍4 🔁0 💬0)
> $LRCX Is one of the most important companies for AI infrastructure. Etch is one of the most critical steps in semiconductor manufacturing. Etch uses advanced plasma systems. Wafers are precisely carved to create the microscopic transistor structures that power modern AI chip...
13. 🟢 bullish @AreteTrading ✓ (13,704 followers · 👍1 🔁0 💬1)
> 📌 $LRCX / $AMAT — Semicap Names Are Moving for a Reason 🔹 $LRCX gets 39% of revenue from NAND — hitting highs on Friday 🔹 $AMAT hitting highs — nobody is talking about this 🔹 Semicap names move at the BEGINNING of cycles, not the end When the equipment makers that build the ...
14. 🟢 bullish @MarcJacksonLA ✓ (8,298 followers · 👍2 🔁0 💬0)
> $LRCX Lam Research Stock Fair Value Edges Higher After Analyst Target Increases - Lam Research's updated intrinsic value has shifted from US$313.69 to US$323.38, giving you a fresh reference point for how analysts are framing the stock right now. https://t.co/DK5Zd8WIzx
15. 🟢 bullish @MrMTrades ✓ (6,088 followers · 👍2 🔁0 💬0)
> $LRCX BROKE OUT TO ALL-TIME HIGHS Lam Research makes the machines that make AI chips - Revenue up 24% to $5.84 billion - EPS up 41% a record - Gross margins heading to 50.5% - the highest in company history And they just raised the entire industry spending forecast to $140 b...
16. 🟢 bullish @Lenmontana ✓ (1,183 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...
17. 🟢 bullish @ianmirikwa ✓ (1,590 followers · 👍0 🔁0 💬0)
> @TrendSpider $LRCX Is a beauty
18. ⚪ 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