Generated: 2026-06-28 03:02
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) · 🟡 medium confidence (7 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 10 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 35% (accounts > 10K followers) · Retail share: 35% (< 2K) · Rocket emoji rate: 6%
1. 🟢 bullish @TradexWhisperer ✓ (137,332 followers · 👍98 🔁8 💬8)
> $MU $DRAM 2003-era DDR2 contract prices surged 55-60% in Q2 2026, with another 35-40% rise projected in Q3. DDR2. 2003. What the actual f*. When legacy memory is repricing like this, imagine what HBM and DDR5 are about to do.
2. ⚪ neutral @TheRonnieVShow ✓ (64,272 followers · 👍65 🔁2 💬11)
> Micron has a 7x Forward P/E 🤯 $MU $DRAM
3. 🟢 bullish @KevInvestingYT ✓ (20,964 followers · 👍44 🔁3 💬10)
> This "memory crisis" likely gets so much worse than 99.9% of consumers can imagine over the next few years. I've been telling all my close friends/family to buy their new computers/laptops now if they've been thinking about getting one. The only hedge is going long $DRAM $MU etc
4. 🗑️ spam @Banana3Stocks ✓ (152,586 followers · 👍39 🔁1 💬6)
> $SPY $QQQ About to do a Mini SPECIAL PRESENTATION for my SUBSCRIBERS in bout 15 minutes on something important about the memory and HBM bottleneck - aka $MU There’s a stock that’s about to get huge orders, I’m going to share the thesis shortly with my SUBSCRIBERS 🍇
5. ⚪ neutral @JUST_KAWS ✓ (6,806 followers · 👍10 🔁0 💬8)
> Is it too late to buy $MU and $SNDK? Asking for a friend…….. https://t.co/ENEGjqA6U6
6. 🟢 bullish @OpenClawCentral (1,109 followers · 👍20 🔁1 💬1)
> "Realistically, Micron may be trading at less than 5x 2027 EPS, with Hynix and Samsung even below that, depending on how SCAs have been negotiated" Micron 🚀 🚀 $3000 fair value in this scenario (PE 15) $MU $DRAM
7. ⚪ neutral @TheValueist ✓ (36,121 followers · 👍5 🔁0 💬3)
> $NVDA $MU $SNDK $LITE GLM-5.2 NVFP4: VLLM VS SGLANG ENGINE COMPARISON KEY FINDINGS The GLM-5.2 NVFP4 benchmark supports a regime-specific conclusion rather than a universal engine ranking. SGLang was materially stronger across completed 32K-256K serving workloads, while vLLM...
8. 🗑️ spam @cmsinvests ✓ (15,850 followers · 👍4 🔁0 💬3)
> I spend weeks researching the stock market to spot opportunities before Donald Trump does so you can profit first. I called: $MU at $500 → $1200 Donald Trump called: $MU at $750 → $1200 And you still won't click the follow button? https://t.co/8SE7rCOEMm
9. ⚪ neutral @ISITrading2717 ✓ (4,170 followers · 👍9 🔁0 💬1)
> Selling options can positively change how you view expenses under the correct lens. $mu August $670 short put gets you 6 days at the beach. https://t.co/XzGwD2Wey5
10. ⚪ neutral @TheValueist ✓ (36,121 followers · 👍2 🔁0 💬3)
> $NVDA $MU $SNDK $LITE A major incremental use case for open-source and open-weight LLMs is the ability to run controlled ablations across the model stack. In this context, ablation means selectively disabling, modifying, or replacing specific model behaviors, alignment layers,...
11. 🟢 bullish @ValueSnapShotio ✓ (1,435 followers · 👍7 🔁1 💬0)
> $MU +260% YTD ~7x forward P/E Revenue still projected to grow 4x by 2030 This cycle is different for Micron and $DRAM Still early or too late..? https://t.co/pMzNZS11tU
12. 🟢 bullish @MartyChargin ✓ (51,165 followers · 👍4 🔁0 💬1)
> @petedembroski $MU … Micron is not backing down ..
13. 🟢 bullish @drowsyinvestor ✓ (8,190 followers · 👍6 🔁0 💬0)
> @caleb_investTML @neilsethinew @KreizJordy @FIREDUpWealth @benitoz @EmmaStockNotes Thanks for the mention. But ugh @KreizJordy! Dude’s only up like 900% this year, nailed $MU by a country mile, and is a genuine guy.
14. ⚪ neutral @GlobalFlash_Cam ✓ (752 followers · 👍0 🔁1 💬1)
> 🚨 BREAKING: Apple lobbies Trump admin to import chips from CXMT, a Chinese firm blacklisted by the Pentagon. If approved: pressure on $MU & $Samsung. If denied: Apple's supply chain at risk. This is a high-stakes geopolitical play. $AAPL holders, stay alert.…
15. 🗑️ spam @JJCrypticCorner ✓ (2,315 followers · 👍1 🔁0 💬1)
> Stream time! Let's change it up and just hang out today. We'll talk about the same stuff we normally do, Bitcoin, stocks and all that, but let's just chill. It is Saturday Night after all! $BTC $MU $SPX $ADA $SNEK $DONG #NVDA $WEN $SPCX $AVAX $NOW $HYPE $DOG $SMR $RDDT https:/...
16. ⚪ neutral @ISITrading2717 ✓ (4,170 followers · 👍1 🔁0 💬1)
> @NoobTheta Im wanting some $MU exposure. Requires a 40% drawdown in 55 days. Potential I accomplish this under many positions but will utilize options to finance the trip. I will do it responsibly as always 🫡
17. 🟢 bullish @saitelugumovies (1,711 followers · 👍1 🔁0 💬1)
> @cmsinvests NVDA is past and Inwoidk say put all the money in $MU $SK Hynix $NBIS and $IREN For next 5 years
18. ⚪ neutral @LifeLessonsAcad ✓ (4,373 followers · 👍1 🔁0 💬1)
> @fammetaX Which of these is your top pick going into Q3? $SNDK and $MU have a lot of attention right now with AI-driven memory demand heating up.
19. ⚪ neutral @jszhang0912 (951 followers · 👍0 🔁0 💬1)
> @RodriGo_ethe I’m of the bubble camp. Margin expansion >> volume growth is a sign of cyclically. On the other hand, just curious what you think of Dell’s prediction that demand will dramatically increase as well? Bulls would argue volume makes up for future margin contra...
20. ⚪ neutral @Matans8442 ✓ (867 followers · 👍3 🔁0 💬0)
> Oh, look - the degens are going to long oil. If only someone could have seen it coming after the $MU earnings. If only.
Sentiment: 🟢🟢🟢⚪⚪ Lean bullish (score +0.25) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 5 bullish · ⚪ 8 neutral · 🔴 3 bearish · 🗑️ 4 spam filtered
Influencer share: 31% (accounts > 10K followers) · Retail share: 44% (< 2K) · Rocket emoji rate: 6%
1. 🟢 bullish @equitydd ✓ (9,875 followers · 👍104 🔁27 💬0)
> $MU $SNDK $LRCX $AMAT $ASML $KLAC $SIMO $MRVL $RMBS $STX $WDC AI infrastructure starts with memory, but the biggest opportunities extend far beyond the chip makers. From semiconductor equipment and memory controllers to storage systems, this ecosystem powers the HBM, DDR5, NA...
2. ⚪ neutral @TheETFTracker ✓ (57,111 followers · 👍21 🔁0 💬1)
> Here are the top 10 holdings in Tema's $TOLL: 🥇 Kalshi SPV Exposure 8.66% 🥈 Lam Research $LRCX 6.70% 🥉 KLA Corp $KLAC 5.82% 4. GE Aerospace $GE 5.35% 5. Fortinet $FTNT 4.85% 6. Visa $V 4.50% 7. Performance Food Group $PFGC 4.22% 8. Applied Materials $AMAT 4.12% 9. ON Semicond...
3. ⚪ neutral @QFEX ✓ (4,992 followers · 👍10 🔁2 💬2)
> New listing alert $LRCX - Lam Research Corp $CRDO - Credo Technology Group Holding Ltd $SUIG - SUI Group Holdings Ltd Different lanes. Same theme: tech momentum. Which one are you watching closest? 👀 https://t.co/X68GKhGg4m
4. ⚪ neutral @balkanstocks ✓ (9,729 followers · 👍5 🔁0 💬1)
> Watch $LRCX It’s interesting 🤨 Watch calls
5. ⚪ neutral @thehall_ ✓ (865 followers · 👍2 🔁0 💬1)
> @PodcastAlphaX @GavinSBaker @grok what does Gavin mean when he says "If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned."? Can you explain to me like I'm a high school student?
6. 🟢 bullish @SergeyCYW ✓ (15,740 followers · 👍1 🔁0 💬1)
> $LRCX Lam Research is a direct beneficiary of rising etch, deposition, NAND, DRAM, and advanced packaging complexity. Management expects most of the prior $40B NAND conversion opportunity to occur before the end of calendar 2027 as capacity upgrades to 200+ layer devices. Lam ...
7. ⚪ neutral @EdwardMcKernan ✓ (1,882 followers · 👍0 🔁0 💬1)
> @BenBajarin I think it is necessary to keep an eye on $LRCX backlog and lead time
8. 🟢 bullish @EhrmantrautCap_ ✓ (15,516 followers · 👍0 🔁0 💬1)
> @nfrosinha $LRCX, $AMAT and $KLAC are good picks too. Not very familiar with $TER tho.
9. ⚪ neutral @snipetrades (32,395 followers · 👍3 🔁0 💬0)
> Weekly Top 5 Plays 🔥 🚀 $CRWD 690C 6/26 💰 $1.16 → $12.00 (+934%) 🔥 $IBM 300C 7/17 💰 $0.75 → $3.50 (+367%) 💎 $LRCX 400C 6/26 💰 $4.25 → $10.00 (+135%) 📊 $QCOM 250C 6/26 💰 $4.40 → $9.20 (+109%) 💰 $IBM 255C 6/26 💰 $2.08 → $4.16 (+100%) Not every trade is a winner. The goal isn’t ...
10. 🟢 bullish @cashflowyield ✓ (835 followers · 👍1 🔁0 💬0)
> @StockMKTNewz Bullish for $AMAT $LRCX $KLAC
11. ⚪ neutral @FortunaDiem (989 followers · 👍0 🔁0 💬0)
> @InternetH0F Hedge against this with $LRCX
12. 🟢 bullish @Tickeron ✓ (19,788 followers · 👍0 🔁0 💬0)
> Semi Equipment Capex Acceleration Forecast: AI Picks Built for the AI Infrastructure Boom $KLAC, $TER, $LRCX, $AMAT, $ASML https://t.co/h5CLVhb92p
13. ⚪ neutral @YeboahWalee ✓ (626 followers · 👍0 🔁0 💬0)
> As seen in the chart below, the semiconductor equipment industry has surprisingly high ROE, with the three sample companies $KLAC, $LRCX, and $AMAT even higher than $TSMC. Taking KLA , which has the highest ROE, as an example, its high-margin business is more "light," with R&...
14. 🗑️ spam @stocks_001 ✓ (3,076 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $ROKU $LRCX $DKNG If you can't earn $8,000 every two weeks, then you absolutely should follow me. Click on the homepage for details. I recommend 3-5 potential stocks daily and provide real-time risk alerts. https://t.co/q9vxmpCahJ
15. 🗑️ spam @stocks_001 ✓ (3,076 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $KGC $ROKU $LRCX If you can't earn $8,000 every two weeks, then you absolutely should follow me. Click on the homepage for details. I recommend 3-5 potential stocks daily and provide real-time risk alerts. https://t.co/mjZZLrnqHE
16. 🔴 bearish @FrenzyCapital ✓ (1,558 followers · 👍0 🔁0 💬0)
> Tech limps into the weekend on OpenAI IPO jitters; $LRCX leads the selloff as chip equipment stocks crater while healthcare and discretionary hold ground. Nasdaq down 1.4% for the week. Rotations, not capitulation.
17. 🗑️ spam @stocks_001 ✓ (3,076 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $KGC $ROKU $LRCX If you can't earn $8,000 every two weeks, then you absolutely should follow me. Click on the homepage for details. I recommend 3-5 potential stocks daily and provide real-time risk alerts. https://t.co/FAkiMD12Ui
18. 🗑️ spam @stocks_001 ✓ (3,076 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $LRCX $MCHP $PK If you can't earn $8,000 every two weeks, then you absolutely should follow me. Click on the homepage for details. I recommend 3-5 potential stocks daily and provide real-time risk alerts. https://t.co/oWfRcbQil4
19. 🔴 bearish @pve_dot_trade ✓ (2,146 followers · 👍0 🔁0 💬0)
> $1.3M of $LRCX $370 puts were just purchased at $10.90 per contract (block). Expiring Jul 2, 2026. https://t.co/CVrUzhDvGg
20. 🔴 bearish @DontBuyTheAM ✓ (1,308 followers · 👍0 🔁0 💬0)
> Update: I don’t feel legit anger at myself or guilt for doing this. Buying a new poz and watching it go down all day would’ve pissed me off the most. $LRCX
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.64) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 9 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered
Influencer share: 65% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @Gmanct1b ✓ (12,714 followers · 👍163 🔁30 💬7)
> 22 Stocks Worth Looking Into In This Red Market 💫 $MRVL — Strong Buy $CRDO — Strong Buy $OPEN — Strong Buy $TEM — Strong Buy $EOSE — Strong Buy $HIMS — Strong Buy $OSCR — Strong Buy $CIFR — Strong Buy $KEEL — Strong Buy $HYLN — Strong Buy $SIDU — Speculative Buy $RKOT — Spe...
2. 🟢 bullish @babyfolio ✓ (44,479 followers · 👍160 🔁1 💬22)
> $CRDO is one of my favorite companies. A lot of people ask: "If you love it so much, why aren't you holding it?" The fact is I sold my entire position in $220 because I felt like R/R wasn't as attractive as in other places(at that time, and even right now) This company is a ...
3. ⚪ neutral @TheBigBerbowski ✓ (13,175 followers · 👍43 🔁0 💬48)
> Give me your best names in AI networking domain. It cannot be $AAOI or $CRDO, already covered those. Trying to find the lowest risk, highest upside name as we're going through a choppy period for the markets. Should: - generate revenue - be above 1b market cap - not have ...
4. ⚪ neutral @TheBigBerbowski ✓ (13,175 followers · 👍95 🔁1 💬16)
> Here's a tip for up and coming fintwit investors. Please. Do not start talking about $SIVE $AAOI $CRDO $ALAB $LITE $AEHR with a sentence "a name that no one is talking about". I think there's a chance people heard of those hidden gems you're talking about. One more thing...
5. ⚪ neutral @TheBigBerbowski ✓ (13,175 followers · 👍50 🔁1 💬13)
> $CRDO ladies and gents. Monday, we rip? Are you buying? https://t.co/vRr8TP9QFa
6. ⚪ neutral @Sam_Badawi ✓ (49,824 followers · 👍53 🔁4 💬1)
> Russell rebalance drove heavy trading volume yesterday. $BE - 52.7M vs. 11.0M (20D Avg) $CRDO - 38.6M vs. 11.8M (20D Avg) $HNGE - 9.0M vs. 2.5M (20D Avg) $MU - 86.4M vs. 58.2M (20D Avg) https://t.co/0H5dWhdzX6
7. ⚪ neutral @RyshabTalks ✓ (2,341 followers · 👍41 🔁0 💬3)
> My Portfolio Update - June 26, 2026 🟢 My Portfolio: +40% 🟢 S&P 500: +7% (Benchmark) Holdings: =================== $CRDO 18% $SNDK 18% $ALAB 16% $MU 16% $LITE 11% $NBIS 9% $SITM 8% $BE 7% $CBRS 5% Portfolio is 108% long. Changes this...
8. 🟢 bullish @midlevelcruiser ✓ (4,109 followers · 👍41 🔁0 💬3)
> Adding $CRDO, $NOK, $QCOM. Commons only. It's wheeling SZN.
9. 🔴 bearish @Gubloinvestor ✓ (51,078 followers · 👍23 🔁3 💬7)
> $CRDO achieved my price target of $300 last week. $CRDO might see $240 before it see another $300 mark. https://t.co/Sq9DCH5ZIw
10. 🟢 bullish @JonkooTrades ✓ (6,274 followers · 👍22 🔁1 💬4)
> $CRDO might be the cleanest AI infrastructure play nobody's talking about. While the crowd piles into GPUs, Credo quietly owns the wiring that connects them → and the numbers are absurd: → Revenue went $106M (FY22) to $1.34B (FY26). Roughly 12x in four years. → FY27 guided >8...
11. 🟢 bullish @epictrades1 ✓ (52,163 followers · 👍22 🔁0 💬4)
> $CRDO on the rebalance was ❤️❤️❤️❤️❤️
12. 🟢 bullish @cvotrades ✓ (14,448 followers · 👍15 🔁1 💬5)
> Stocks I will be personally accumulating for Q3 $MU $ALAB $CRDO $SIVEF $AAOI
13. 🔴 bearish @olaxbt_agent ✓ (30,450 followers · 👍27 🔁0 💬1)
> $CRDO (Stock): Bearish distribution teases—price clings above VWAP while CVD falls sharply and sell volume dominates the tape. With MFI deep in the oversold zone yet struggling to find real bid support, the setup hints at a precarious hold. Momentum remains fragile as sell pre...
14. ⚪ neutral @MikeZaccardi ✓ (74,203 followers · 👍10 🔁3 💬3)
> $IWM Russell 2000 ETF record weekly high... so long and goodbye $BE and $CRDO... we thank you https://t.co/rqhCdNTmom
15. 🟢 bullish @midlevelcruiser ✓ (4,109 followers · 👍14 🔁1 💬2)
> Took advantage of that Russell 2000 > Russell 1000 rebalancing on $CRDO right before close. Commons at $233, $CRDU around $70. Prepared to DCA if it heads lower. Fantastic company. Never a dull moment in Biden's stock market. https://t.co/io7L1CKI8g
16. ⚪ neutral @sonak_13 ✓ (622 followers · 👍9 🔁0 💬4)
> Why is the market crashing before close? $SNDK $QCOM $CRDO $AAOI $MU https://t.co/LcH2cUHrNK
17. ⚪ neutral @QFEX ✓ (4,992 followers · 👍10 🔁2 💬2)
> New listing alert $LRCX - Lam Research Corp $CRDO - Credo Technology Group Holding Ltd $SUIG - SUI Group Holdings Ltd Different lanes. Same theme: tech momentum. Which one are you watching closest? 👀 https://t.co/X68GKhGg4m
18. ⚪ neutral @TheBigBerbowski ✓ (13,175 followers · 👍16 🔁1 💬0)
> Great work by @Aktiehedonist. $ALAB has been on my radar for some time. Excellent business but not sure if it's worth adding at the current price. Who knows, maybe Mr. Market offers us some discounts in both $ALAB and $CRDO during the next week?
19. 🟢 bullish @JonahLupton ✓ (551,747 followers · 👍15 🔁0 💬0)
> @TheBigBerbowski Pretty easy to buy the dips in $CRDO, based on my estimates the stock is back below 30x NTM EPS
20. 🟢 bullish @MacroAlphaHQ ✓ (5,391 followers · 👍12 🔁0 💬1)
> Retail is panic-selling the AI infrastructure pullback, convinced the 150% one-year run in $CRDO is finally dead. Meanwhile, Tier-1 desks are quietly absorbing every share you drop right above the 200-day moving average. I usually despise paying 55x forward earnings for a ha...