# 🐦 Social Pulse Appendix — 2026-06-21

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

---

## 🐦 $MU — Social Pulse

**Sentiment:** 🟢🟢🟢⚪⚪ **Lean bullish** (score +0.27) · ✅ **high confidence** (11 directional posts)

**Distribution** (20 posts):  🟢 7 bullish · ⚪ 9 neutral · 🔴 4 bearish · 🗑️ 0 spam filtered

**Influencer share:** 20% (accounts > 10K followers) · **Retail share:** 25% (< 2K) · **Rocket emoji rate:** 0%

---

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

**1.** ⚪ `neutral ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2068532578341285925) ✓  (134,562 followers · 👍69 🔁7 💬16)  
> $TSM Two types of idiots today.  Idiot 1: Believes China will invade Taiwan.  Idiot 2: Has no idea the world literally cannot function without TSMC.  SK Hynix, $MU, $AMD, $ARM, $NVDA, $QCOM, $AVGO and even its foundry competitors $INTC and Samsung all depend on TSMC's advanced...

**2.** ⚪ `neutral ` [@kaiseninvest](https://x.com/kaiseninvest/status/2068502223898939505) ✓  (601 followers · 👍23 🔁3 💬5)  
> $MU reports earnings in 4 days. This is the one that decides the whole AI-memory trade.  Here's the setup:  HBM is sold out for all of 2026 — booked under binding contracts before the year even started  - Stock is up huge YTD, market cap over $1T - Analyst targets range from $...

**3.** 🟢 `bullish ` [@MarcosMillaYT](https://x.com/MarcosMillaYT/status/2068504751524958464) ✓  (12,474 followers · 👍13 🔁1 💬8)  
> POV: Me and Bro if:  Micron $MU goes to $500  NVIDIA $NVDA goes to $100 https://t.co/hOwkKUfmYF

**4.** ⚪ `neutral ` [@HeidingOut](https://x.com/HeidingOut/status/2068508509314953229) ✓  (9,798 followers · 👍17 🔁0 💬6)  
> When the robots take over, getting a job reading tarot cards. $MU $MUU https://t.co/Cn36ukLv5c

**5.** ⚪ `neutral ` [@itsjcmerlo](https://x.com/itsjcmerlo/status/2068495749776589139) ✓  (3,040 followers · 👍13 🔁1 💬3)  
> Happy $MU EARNINGS WEEK 🤪 https://t.co/LFKBeXWPPU

**6.** ⚪ `neutral ` [@NickDrendel](https://x.com/NickDrendel/status/2068495428321243312) ✓  (23,328 followers · 👍17 🔁3 💬0)  
> Weekend Outlook &amp; Watchlist video is live!  - Week Review of Indexes, Industry ETFs &amp; Leaders - Memories Accelerate Into $MU Earnings Wednesday - Russell &gt; Nasdaq &gt; S&amp;P 500 = Risk on - Long Setups: $RKLB $HUT $CRWD etc - Short Setups: $RCL $WDC $KORU etc  htt...

**7.** 🟢 `bullish ` [@HeidingOut](https://x.com/HeidingOut/status/2068514609196089469) ✓  (9,798 followers · 👍16 🔁0 💬1)  
> My Dad's Father's Day sitting at 728% ROI will likely be a little bit better than when he came over to celebrate Mother's Day. $MU  $MUU https://t.co/Vgq88KWZ2L

**8.** 🟢 `bullish ` [@MajidTulsh32058](https://x.com/MajidTulsh32058/status/2068509919310176271) ✓  (6,277 followers · 👍9 🔁3 💬1)  
> Remember this for the rest of the year: Your biggest winners will come from identifying the leading themes and staying with them. • AI Compute: $NVDA, $AMD  • AI Memory: $MU, $SNDK  • Networking: $AVGO, $MRVL  • Optics & Photonics: $AAOI, $LITE  • AI Infrastructure: $IREN, $CO...

**9.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2068535299387355545) ✓  (26,958 followers · 👍10 🔁0 💬1)  
> Technicals matter.  But when hyperscalers go from spending 13.5% of capex on memory to 30%+ in a year, you’re not trading a chart.  You’re trading a fundamental shift in infrastructure spending.  $MU $SNDK SK Hynix  The trend is still early. The market is still underestimating...

**10.** ⚪ `neutral ` [@BoxTraderVK](https://x.com/BoxTraderVK/status/2068524420139016336) ✓  (8,866 followers · 👍7 🔁1 💬0)  
> My life nowadays:  I work in AI, with AI by my side, then I trade AI, letting AI be my guide.  And in my dreams? I'm memorizing memory stock chart patterns and their levels. 😄  $MU $SNDK

**11.** 🟢 `bullish ` [@nicaqs](https://x.com/nicaqs/status/2068523821842477354) ✓  (9,527 followers · 👍9 🔁0 💬0)  
> $DRAM Round 2. Embrace the uptrend.  Bullish memory. $MU $SNDK $STX $WDC $MUU $SNDU $KXIAY https://t.co/mOzoRxRpfr

**12.** 🟢 `bullish ` [@CDTradertincup](https://x.com/CDTradertincup/status/2068509235130892774) ✓  (1,757 followers · 👍1 🔁0 💬2)  
> I will BTD if it happens, but IMO we rip starting Tuesday into the 4th 🇺🇸. Plenty of companies still very undervalued, specifically software. Amazon, Tesla, Meta, and others have plenty of room to run to ATH’s. I think $SPY could see $800 before the 4th.   P.S. $MU earnings co...

**13.** 🟢 `bullish ` [@one9](https://x.com/one9/status/2068501576675991699) ✓  (861 followers · 👍4 🔁0 💬1)  
> @AlexFinn If you put that $50k directly into $MU or $SNDK  instead of buying those machines, you would have more money to buy fleets of that setup.

**14.** 🔴 `bearish ` [@itsjcmerlo](https://x.com/itsjcmerlo/status/2068530896613921193) ✓  (3,040 followers · 👍0 🔁0 💬2)  
> @EBvek1 Lol I have no one blocked don’t worry   Blocking is so gay   I’m Legit 🫱🏼‍🫲🏽 but good luck with your trades as for me  I’m in $MUU then prolly with short $MU into the print   Then sit on 500-600k cash through July

**15.** 🔴 `bearish ` [@CAndreisen](https://x.com/CAndreisen/status/2068514373694365933)    (1,437 followers · 👍1 🔁1 💬1)  
> The expansion in Micron's $MU 3-month realized vol relative to its own history has been something to behold. Looking at the MU chart in isolation it's tempting to lean bearish but considering the volume surge in the bearish MU ETF $MUD my bearishness is significantly tempered ...

**16.** ⚪ `neutral ` [@HawkChainETH](https://x.com/HawkChainETH/status/2068525388276367693) ✓  (2,559 followers · 👍1 🔁0 💬1)  
> @Trader_Saan $MU last quarter: revenue $23.9B vs ~$20B, EPS $12.20 vs ~$9, then guided Q3 to $33.5B and 81% gross margins. Textbook beat-and-raise.  Stock fell ~30% in 8 sessions.

**17.** ⚪ `neutral ` [@GVDInvestor](https://x.com/GVDInvestor/status/2068521388055347587) ✓  (2,186 followers · 👍1 🔁0 💬1)  
> @Stevo_12 Nope, $MU $AMD $SIVEF and hyper scalers / neoclouds. $AAOI as well

**18.** 🔴 `bearish ` [@KrazyTradez](https://x.com/KrazyTradez/status/2068517381870104748) ✓  (1,549 followers · 👍1 🔁0 💬1)  
> I agree with this. If $MU gaps up the SEMIS sector from earnings, I want to short thar gap up short term

**19.** 🔴 `bearish ` [@PodcastAlphaX](https://x.com/PodcastAlphaX/status/2068516251828105373) ✓  (6,730 followers · 👍2 🔁1 💬0)  
> Six months ago, $MU going from $90 to $1,100 looked like the AI trade of the decade. Now Jordi Visser @jvisserlabs says the risk is asymmetric to the downside.  The bar got too high. The AI hardware narrative is now consensus - which means every miss gets punished harder than ...

**20.** ⚪ `neutral ` [@0xyfed](https://x.com/0xyfed/status/2068513352259662165) ✓  (2,790 followers · 👍1 🔁0 💬1)  
> @HeidingOut Woah, $0.10 off isn't tarot, that's rude accuracy 🔮  Funny thing - MU's dark-pool tape has been crossing right around there all week. The cards and the blocks are reading the same deck. The robots are keeping you on as the oracle. $MU


---

## 🐦 $TSM — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.71) · ✅ **high confidence** (14 directional posts)

**Distribution** (20 posts):  🟢 12 bullish · ⚪ 6 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered

**Influencer share:** 75% (accounts > 10K followers) · **Retail share:** 10% (< 2K) · **Rocket emoji rate:** 0%

---

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

**1.** 🟢 `bullish ` [@TrendSpider](https://x.com/TrendSpider/status/2068151854790479939)    (660,077 followers · 👍252 🔁20 💬13)  
> Ride the trend 🌊 $TSM https://t.co/b2BRvPUBvZ

**2.** 🟢 `bullish ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2068200970543341587) ✓  (134,563 followers · 👍212 🔁9 💬5)  
> $TSM +7% New all time highs.  A $2.4 trillion company made a power move.  Record revenue. Five new fabs. 2nm ramping 70% CAGR  It's coming. https://t.co/2fL9MlGCdn

**3.** ⚪ `neutral ` [@FIREDUpWealth](https://x.com/FIREDUpWealth/status/2068259425018593656) ✓  (55,116 followers · 👍73 🔁6 💬39)  
> You have $100k to invest but you can ONLY buy these 4 stocks: $NVDA  $AVGO  $TSM  $MU  How are you splitting it? 👀 https://t.co/zXgBCFuTxp

**4.** ⚪ `neutral ` [@TradexWhisperer](https://x.com/TradexWhisperer/status/2068532578341285925) ✓  (134,563 followers · 👍69 🔁7 💬16)  
> $TSM Two types of idiots today.  Idiot 1: Believes China will invade Taiwan.  Idiot 2: Has no idea the world literally cannot function without TSMC.  SK Hynix, $MU, $AMD, $ARM, $NVDA, $QCOM, $AVGO and even its foundry competitors $INTC and Samsung all depend on TSMC's advanced...

**5.** 🟢 `bullish ` [@dannycheng2022](https://x.com/dannycheng2022/status/2068204085875274048) ✓  (83,906 followers · 👍66 🔁0 💬7)  
> $TSM (June 20, 2026-weekly chart update)  I know most people don’t care about $TSM or don’t even bother keeping track of this gem.   I’ve been holding it for two years without selling a single share, and I’ve been charting it consistently for my community because I genuinely d...

**6.** 🟢 `bullish ` [@orrdavid](https://x.com/orrdavid/status/2068506181359051117) ✓  (34,942 followers · 👍68 🔁4 💬3)  
> This thread discusses my long investments sorted by bucket.  I'll often skip tiny positions out of laziness.  AI hardware comapnies:  $TSM $GOOG (partial) $AMZN (partial) $4966 $5393 $6920 $8053 (partial) $6490  AI hardware companies has been an easy theme to ride for the last...

**7.** 🟢 `bullish ` [@meetblossomapp](https://x.com/meetblossomapp/status/2068289234893443417) ✓  (46,732 followers · 👍55 🔁6 💬2)  
> If you bought TSMC during the 2025 tariff-dip...  You would have more than doubled your money. You're looking at a +214% gain from the bottom.  Toll-booth economy.  $TSM https://t.co/6TJmMEfri9

**8.** 🟢 `bullish ` [@mattydaytrades_](https://x.com/mattydaytrades_/status/2068386758790726039) ✓  (19,750 followers · 👍47 🔁1 💬6)  
> $TSM   MDT x Heat seeker x @Glitch_Trades   🔴 - gamma through 430 dip buy opt into volatility  Price tags 432.5 🟢 floor built  As we tag the gamma 432.5 we can see dealers are  re positioning higher inter 440 450 460  Floors being lifted.. dios being bought  As price comes int...

**9.** 🟢 `bullish ` [@MarcosMillaYT](https://x.com/MarcosMillaYT/status/2068439817055347054) ✓  (12,474 followers · 👍25 🔁5 💬8)  
> So you’re telling me a highly profitable, low dividend, low marginal cost, high growth company is A GAMBLE…  I’m laughing…   So let’s sell: 1) NVIDIA $NVDA 2) AMD $AMD 3) TSM $TSM 4) Google $GOOG 5) Micron $MU  Because it has all these gamble characteristics…

**10.** 🟢 `bullish ` [@StockOptionCole](https://x.com/StockOptionCole/status/2068359912011465166) ✓  (32,834 followers · 👍32 🔁2 💬4)  
> $INTC New all time high and it's not exciting many people as I thought it would  Their new foundry is coming more alive and could match up to competition with $TSM one day  We'll be at $150+ soon and maybe even $200 at peak

**11.** 🟢 `bullish ` [@FIREDUpWealth](https://x.com/FIREDUpWealth/status/2068319706579108237) ✓  (55,116 followers · 👍24 🔁1 💬6)  
> $TSM is a monster with a strong moat! Do you own this stock? https://t.co/2LI0zPaiAO

**12.** 🔴 `bearish ` [@mathlonning](https://x.com/mathlonning/status/2068491176521695683) ✓  (3,774 followers · 👍15 🔁1 💬6)  
> I can’t see how chip companies like $AMAT $AMD even $TSM outperform from here. These valuations are already pricing in continued growth and pricing power. This is insane

**13.** ⚪ `neutral ` [@mzuhair123](https://x.com/mzuhair123/status/2068334442100478452) ✓  (3,471 followers · 👍20 🔁3 💬3)  
> $TSM Is Doubling Down on Advanced Packaging Efforts, With Amkor Partnership Proving That Intel Competition Is Fiercer Than Ever  Taiwanese media outlet speculates that Google, Meta and SK hynix are among core EMIB customers.  "TSMC continues to expand its CoWoS production capa...

**14.** 🟢 `bullish ` [@cashflow_king94](https://x.com/cashflow_king94/status/2068333048714686626) ✓  (16,927 followers · 👍16 🔁1 💬4)  
> 6 of my 7 positions ripping double digits... $CAT  +29.96% $TSM  +24.72% $LLY  +23.06% $AVGO  +20.22% $NVDA  +17.80% $IUMO +9.45%  The 7th? $GOOGL - Down 3% (NEW BUY)  Bought right before they announced an $80B equity raise - Market sold off on dilution concerns BUT... Berkshi...

**15.** ⚪ `neutral ` [@drMatijaGubec](https://x.com/drMatijaGubec/status/2068309650215239791) ✓  (670 followers · 👍5 🔁0 💬8)  
> @asklivermore If I choose $TE, $NOK, and $TSM for Monday, do you think that’s a good setup? They represent three different sectors that are currently in uptrends

**16.** ⚪ `neutral ` [@mattydaytrades_](https://x.com/mattydaytrades_/status/2068419705669304422) ✓  (19,750 followers · 👍20 🔁0 💬1)  
> You guys enjoy this breakdown of our @SkylitAI  $TSM trade ?

**17.** ⚪ `neutral ` [@Ashton_1nvests](https://x.com/Ashton_1nvests/status/2068351113259368909) ✓  (34,514 followers · 👍12 🔁1 💬2)  
> 3. $TSM — Taiwan 🇹🇼  TSMC manufactures many of the world’s most advanced chips.  It does not need to predict which AI company wins. It benefits from producing the chips behind many of them.  The geopolitical risk cannot be ignored, but neither can the importance of this busine...

**18.** 🟢 `bullish ` [@salmaogs](https://x.com/salmaogs/status/2068520424246251998) ✓  (44,590 followers · 👍13 🔁0 💬1)  
> A large bullish trade for almost $6M on $TSM took place earlier this month   These whales still seem to be in their position with no signs of selling despite this position going in the money and them being green for a +60% gain https://t.co/1oFuXCPK8w

**19.** 🟢 `bullish ` [@BramVGenechten](https://x.com/BramVGenechten/status/2068287784843190282) ✓  (2,201 followers · 👍10 🔁1 💬0)  
> Taiwan Semiconductor Manufacturing is not only building fabs.  Also cash.  $TSM https://t.co/7TTdVTQwU9

**20.** 🔴 `bearish ` [@Mar364503](https://x.com/Mar364503/status/2068503552566468941) ✓  (1,135 followers · 👍9 🔁1 💬0)  
> Good summary of the differences between $INTC EMIB and $TSM CoWoS. Let me put it more blatantly - $INTC is wining and will win the advanced packaging war, although most investors haven’t realized that this is happening. The reasons are simple: (1) as the AI chip goes bigger, E...


---

## 🐦 $CRDO — Social Pulse

**Sentiment:** 🟢🟢🟢🟢🟢 **Bullish** (score +0.83) · ✅ **high confidence** (12 directional posts)

**Distribution** (20 posts):  🟢 11 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered

**Influencer share:** 56% (accounts > 10K followers) · **Retail share:** 6% (< 2K) · **Rocket emoji rate:** 11%

---

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

**1.** 🗑️ `spam    ` [@StockMKTNewz](https://x.com/StockMKTNewz/status/2067982329453097101) ✓  (924,262 followers · 👍542 🔁57 💬50)  
> CHATGPT STOCK MARKET INVESTING UPDATE  We gave ChatGPT $100K in the stock market to see if it could beat the S&P 500  So far GPT is up by 72.4% beating the S&P 500's return of +11.3%  ChatGPT made Credo $CRDO and Nebius $NBIS its largest holding in March and both names have do...

**2.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2067967039403143546) ✓  (26,958 followers · 👍416 🔁38 💬28)  
> If I had to start a portfolio over with $25,000 today, these are the names I'd build around:  $CRDO $AAOI $MRVL $AMD $ALAB $BE $RKLB $NBIS  AI infrastructure. Power. Networking. Compute. Space.  Some of the biggest trends of the next decade are sitting right in front of us.  T...

**3.** ⚪ `neutral ` [@StockSavvyShay](https://x.com/StockSavvyShay/status/2068356350707707965) ✓  (421,278 followers · 👍188 🔁6 💬10)  
> I also own a 4% position in $CRDO and a 2% position in $AAOI in the Growth Portfolio. https://t.co/7mVMsVk9rf

**4.** 🟢 `bullish ` [@bdinvestingg](https://x.com/bdinvestingg/status/2068091140587315354) ✓  (19,166 followers · 👍115 🔁9 💬23)  
> Couple weeks ago I sold my $ADBE for -27% loss & pivoted into $CRDO a company which is making moves in the AI connectivity space.  Already up 30% in 2 weeks.  Mind you I’ve been holding that dumpster fire for over a year (which is now down -45% if I held)  Nothing wrong with a...

**5.** 🟢 `bullish ` [@FeroceResearch](https://x.com/FeroceResearch/status/2068128476868022699) ✓  (16,220 followers · 👍131 🔁3 💬16)  
> Does posting about Credo $CRDO and Astera Labs $ALAB drastically decrease my interactions? Yes  Will that ever stop me from posting about them? No  I would much rather talk about stocks making historical runs since sharing them instead of posting about underperforming stocks w...

**6.** 🗑️ `spam    ` [@SWalkerCapital](https://x.com/SWalkerCapital/status/2067945633403511267) ✓  (699 followers · 👍114 🔁15 💬6)  
> I’ll say it one last time.  The fastest way to build wealth starts with buying great companies.  1. $RKLB is a $149 stock trading at $107  2. $CRDO is a $320 stock trading at $271  3. $ANET is a $210 stock trading at $169  4. $NBIS is a $340 stock trading at $286  5. $SNDU is ...

**7.** 🟢 `bullish ` [@ripster47](https://x.com/ripster47/status/2068027354346320127) ✓  (465,041 followers · 👍134 🔁4 💬5)  
> 🚨 $ALAB  now 417 $CRDO now 271 🚀  Two More Multi baggers delivered, those who pay attention to my feed!  $CRDO gave enough opportunities at 200! Been tweeting since 150 $ALAB beauty, both explained below  @tenet_research https://t.co/3jEjW3zpSy  👇👇

**8.** 🟢 `bullish ` [@enrichtrades](https://x.com/enrichtrades/status/2068323434765963666) ✓  (26,958 followers · 👍92 🔁7 💬5)  
> $CRDO  Expansion time  This name will continue to lead in 2026  Clean s/r flip confirmed &amp; now finding new ATHs  $300+ next https://t.co/RESswYhSVA

**9.** 🟢 `bullish ` [@LeifInvests](https://x.com/LeifInvests/status/2067969481951899993) ✓  (9,466 followers · 👍83 🔁11 💬4)  
> Connectivity stocks are on the rise 📈  Here are 4 connectivity winners helping AI clusters scale 👇  🔌 $ALAB — PCIe/CXL connectivity and retimers. Connects GPUs, CPUs, memory, and storage within AI racks.  🔌 $CRDO — High-speed cables and connectivity solutions. Connects servers...

**10.** 🟢 `bullish ` [@MMatters22596](https://x.com/MMatters22596/status/2067976193706500297) ✓  (66,500 followers · 👍65 🔁11 💬6)  
> My highest conviction connectivity pureplay.  $CRDO   Me and the subs are now up 60% on this position.  And there's still room for it to run. My target for this cycle is $420+  Credo is still cheap compared to connectivity names. And most of them don't sit on a near-monopoly f...

**11.** ⚪ `neutral ` [@FranVezz](https://x.com/FranVezz/status/2068042755876487258) ✓  (21,558 followers · 👍74 🔁0 💬9)  
> Never been able to trade $CRDO, always found it to be whippy.  But here it is at highs… https://t.co/1XWBRR2XS8

**12.** ⚪ `neutral ` [@JUST_KAWS](https://x.com/JUST_KAWS/status/2068362400600916005) ✓  (6,467 followers · 👍45 🔁6 💬11)  
> If I had to recreate the MAG 7  $CRDO makes high speed connectivity chips for data centers, especially AI networking  $ASTS building satellites for direct to phone cellular connectivity   $RKLB builds and launches small/medium rockets, also makes satellite components and space...

**13.** 🟢 `bullish ` [@wey_how12640](https://x.com/wey_how12640/status/2068271046147645793) ✓  (6,845 followers · 👍56 🔁3 💬1)  
> $CRDO (long)  Everyone wants to do a pullback buy, until it was here?  You can't possibly be bearish on a stock just because the candles are red when it is doing a natural pullback in what I previously labelled as "top up zone" (although I did some trims out of it for portfoli...

**14.** ⚪ `neutral ` [@JonkooTrades](https://x.com/JonkooTrades/status/2068450927120364001) ✓  (5,968 followers · 👍26 🔁1 💬7)  
> Long $AAOI  Long $TRT  Long $CRDO  Long $NBIS Long $PENG  What am I missing?

**15.** ⚪ `neutral ` [@BullrunIO](https://x.com/BullrunIO/status/2067977777320497586)    (5,716 followers · 👍25 🔁1 💬2)  
> Ending my week by spending the morning cycling 45 km in Knokke in West Flanders  crossing into the Netherlands in the fortified town of Sluis.  Always fascinated by the country life   Back to the markets on Monday to check how $CRDO $ALAB and $MRVL  are doing https://t.co/AEXP...

**16.** ⚪ `neutral ` [@VenkatP1359](https://x.com/VenkatP1359/status/2068309238183596327) ✓  (2,331 followers · 👍12 🔁1 💬3)  
> $CRDO   Importance of capturing re rating event https://t.co/UJsD6lUmSN

**17.** 🟢 `bullish ` [@JonahLupton](https://x.com/JonahLupton/status/2067804557816578487) ✓  (552,056 followers · 👍19 🔁0 💬1)  
> @damnang2 Agreed, we own both (top 12 positions) but I do like $CRDO more because of their recent acquisition plus the valuation is way more attractive

**18.** 🟢 `bullish ` [@CipherMind__](https://x.com/CipherMind__/status/2068391084158525456)    (958 followers · 👍6 🔁0 💬5)  
> @RealJGBanks $CRDO my dude! Has has to be in the list

**19.** 🟢 `bullish ` [@tenet_research](https://x.com/tenet_research/status/2068090782247211063) ✓  (451,810 followers · 👍7 🔁5 💬0)  
> $ALAB vs $CRDO: Revenue Trajectory Comparison  The AI infrastructure trade isn’t just about GPUs.  If data can’t move fast enough between chips, compute gets bottlenecked.   https://t.co/NSh5Lrjmgh highlights how both AI connectivity leaders are scaling:  $ALAB $80M in 2022 → ...

**20.** 🔴 `bearish ` [@septinvesting66](https://x.com/septinvesting66/status/2068097515858112607) ✓  (7,381 followers · 👍3 🔁0 💬4)  
> $CRDO Multiple selling days pushed the stock from $294.77 down to $246.96. Yesterday closed at $252.78 with balanced pressure (48% buying). Sold off while the market held flat (SPY +0.0%) -- pure CBOE-specific weakness. Setup: wait for buyers to step in for a bounce trade, oth...