Generated: 2026-06-29 03:31
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.83) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 5 neutral · 🔴 1 bearish · 🗑️ 3 spam filtered
Influencer share: 94% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍265 🔁24 💬7)
> $MU : MELIUS Raises MICRON Target to $2200 + https://t.co/FVQJREmGgq
2. 🟢 bullish @TradexWhisperer ✓ (137,626 followers · 👍194 🔁16 💬14)
> $MU $DRAM $SNDK Holy Shit Now even Chinese CSPs are lining up for Long Term Agreements. A small excerpt from what I shared on Patreon. From a private industry research firm: "Most US CSPs have completed their negotiations on LTAs for either 2026 to 2028 or 2026 to 2030 in 2...
3. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍138 🔁13 💬8)
> $MU : both Elon and Sanjay telling : MEMORY is going on exponential rise, demand is only going to increase with Robotics. Everything in plain sight, and people asking what to buy. NfA. Long $MU https://t.co/sdTCOjjSiA
4. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍74 🔁14 💬6)
> 🚨: Just in: $MU Every analyst that raised their price target after earnings is pointing to $1,500+. - Melius Research: $2200 • Susquehanna: $2,000 • DA Davidson: $2,000 • Needham: $1,650 • TD Cowen: $1,600 • KeyBanc: $1,600 • BofA: $1,550 • JPMorgan: $1,540 • Wells Fargo: $...
5. ⚪ neutral @Venu_7_ ✓ (43,906 followers · 👍69 🔁8 💬6)
> I always like checking the IBD Top 15. It's a quick way to see where institutional money is flowing. This week's list is heavily focused on AI infrastructure, semis, and healthcare. $MU $ALAB $ARGX $TVTX $LQDA $HUT $CRDO $AMD $TGTX $CRS $ASTH $GH $MIRM $LRCX $DY https://t.c...
6. 🗑️ spam @cmsinvests ✓ (17,186 followers · 👍25 🔁3 💬12)
> I spend weeks researching stocks to catch them early and make you rich. I called: $MU at $500 → $1200 $DELL at $200 → $400 $DRAM at $40 → $80 Now I’m calling: $NOK at $13 → $26 1 stock can change your life. 1 account can show you that stock. Don’t miss out this time… htt...
7. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍31 🔁5 💬4)
> $MU will be supported by US govt as much as Sk Hynix + Samsung are being supported by their govt. Runway for $Mu has been cleared.
8. 🔴 bearish @preetkailon ✓ (129,165 followers · 👍22 🔁1 💬7)
> $AAPL $MU Apple just fired a warning shot at the memory industry. Most people think this is about finding cheaper chips. I think it’s about forcing better prices. Apple’s memory suppliers Samsung, SK Hynix, Micron, and KIOXIA have the leverage today. Tight supply and strong...
9. 🗑️ spam @BillBrooklyn10 ✓ (96,915 followers · 👍34 🔁3 💬1)
> I’ll only say it once,Believe it or not. $MU is expected to reach a new all time high again, breaking through $1,360. $INTC is expected to rise from $128 to $140 $MRVL is expected to rise from $266 to $303 $AMD is expected to rise from $521 to $538 $MSFT is expected to ri...
10. ⚪ neutral @Gubloinvestor ✓ (51,172 followers · 👍30 🔁2 💬3)
> Imagine $DRAM and $MU
11. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍24 🔁1 💬2)
> $MU The worst month is behind us. June has historically been one of the weakest months for the market, and we’re sitting near a seasonal low as we head into July. The market is still gripped by extreme fear, while AI demand and memory fundamentals continue to strengthen. Hi...
12. 🟢 bullish @BullTradeFinder ✓ (123,145 followers · 👍12 🔁1 💬5)
> $MU VoltMap Request Tricky one, 7/2 shows higher Volt, 7/10 Shows lower, 7/17 shows higher. In term, looks like $1100 is a support, followed $1000. Just had massive earnings gap up. Break of $1150 can send this higher into $1200. https://t.co/WDBX85pBHZ
13. ⚪ neutral @MarcosMillaYT ✓ (13,229 followers · 👍10 🔁0 💬2)
> POV: You own… 1) Micron $MU 2) $DRAM 3) $RAM 4) Marvell $MRVL 5) AMD $AMD https://t.co/07PpTENio5
14. 🟢 bullish @ChaseMacTrades ✓ (27,315 followers · 👍9 🔁0 💬2)
> $MU taking a trip to $1330 in July https://t.co/8uhDC1xJWa
15. ⚪ neutral @partners_road (17,566 followers · 👍10 🔁1 💬0)
> $MU traded $99B in notional volume both Thurs. & Fri. Each would have been 1 of the largest single $ volume days for any stock in recent history. Over the L6Y, there were 19 co’s w/ similar occurrences; only 4 are trading higher than they were on that record dollar volume...
16. ⚪ neutral @MikeLongTerm ✓ (25,601 followers · 👍2 🔁0 💬2)
> $AMD Taiwan Enters Memory Space $MU $SNDK @Samsung @SKhynix The Digitimes article titled "Taiwan joins post-HBM memory race with Intel, SoftBank" reports on Taiwan’s entry into next-generation high-bandwidth memory development through a collaboration involving Powerchip Semic...
17. 🗑️ spam @BitrueOfficial ✓ (421,854 followers · 👍2 🔁0 💬2)
> 🥳 #Bitrue is launching 20 new leverage tokens: ✅ $SPCX ✅ $MU ✅ $SNDK .. and many more! 👉 Details: https://t.co/KCA4pb6Zbt https://t.co/W6PzhlmbsS
18. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍4 🔁0 💬1)
> @JUST_KAWS We are the lowest point of extreme fear. $MU $AAOI ✅ https://t.co/FjbuQJmEqu
19. 🟢 bullish @Create_Profit ✓ (2,515 followers · 👍3 🔁0 💬1)
> @AD34236 $MU is going to the moon.
20. 🟢 bullish @DollarCostAvg ✓ (32,843 followers · 👍3 🔁1 💬0)
> $MU setting up their own First and only High volume Memory plant in US. Memory has become structural demand. ✅
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (6 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 11 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 47% (accounts > 10K followers) · Retail share: 29% (< 2K) · Rocket emoji rate: 6%
1. ⚪ neutral @StockSavvyShay ✓ (425,159 followers · 👍1108 🔁172 💬78)
> SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX ~2.6x • $KLAC ~2.4x • $AMAT ~2.2x • $ARM ~1.9x • $ASML ~1.7x • $ANET ~1.7x • $LITE ~1.1x • $TSM ...
2. ⚪ neutral @TheProfInvestor ✓ (124,630 followers · 👍544 🔁25 💬43)
> The thing is. $MU can drop 30% $SNDK can drop 30% $LRCX can drop 30% $MRVL can drop 30% $DELL can drop 30% and still be in an uptrend. Nobody should be surprised by that. Parabolic leaders give these flash 20-30% dips.
3. ⚪ neutral @equitydd ✓ (9,901 followers · 👍112 🔁29 💬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...
4. ⚪ neutral @TheETFTracker ✓ (57,383 followers · 👍22 🔁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...
5. ⚪ neutral @VulcanMK5 ✓ (3,525 followers · 👍10 🔁1 💬4)
> PEG alone misses quality. Adding FCF margin and gross margin to the semi stack shows which low-PEG names actually deserve the discount. • $ALAB ~3.6x PEG \| FCF 34% \| GM 76% • $INTC ~2.7x PEG \| FCF -6% \| GM 35% • $LRCX ~2.6x PEG \| FCF 28% \| GM 50% • $KLAC ~2.4x PEG \| FC...
6. ⚪ neutral @QFEX ✓ (4,990 followers · 👍11 🔁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
7. 🟢 bullish @boymanrobshit ✓ (676 followers · 👍13 🔁0 💬0)
> US memory production capacity? I just don’t see how the large semicaps don’t rock for the next pump $LRCX $AMAT $ASML
8. ⚪ neutral @Iucidcapital ✓ (23,694 followers · 👍12 🔁0 💬0)
> I’m watching a new chart with a similar analog to $MU and $LRCX from April of last year. Multi month accumulation against a previous high, with a terminal shakeout to run stops before reclaiming that ranges low again shortly after.
9. ⚪ neutral @balkanstocks ✓ (9,750 followers · 👍5 🔁0 💬1)
> Watch $LRCX It’s interesting 🤨 Watch calls
10. ⚪ 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?
11. 🟢 bullish @snipetrades (32,413 followers · 👍5 🔁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 ...
12. ⚪ neutral @EdwardMcKernan ✓ (1,883 followers · 👍1 🔁0 💬1)
> @BenBajarin I think it is necessary to keep an eye on $LRCX backlog and lead time
13. 🟢 bullish @SergeyCYW ✓ (15,743 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 ...
14. ⚪ neutral @upvigilant ✓ (850 followers · 👍3 🔁0 💬0)
> @jjcda77 @Kente_Clarke Probably $AMAT $ONTO $LRCX
15. 🟢 bullish @Tickeron ✓ (19,786 followers · 👍1 🔁1 💬0)
> Semi Equipment Capex Acceleration Forecast: AI Picks Built for the AI Infrastructure Boom $KLAC, $TER, $LRCX, $AMAT, $ASML https://t.co/h5CLVhb92p
16. 🟢 bullish @EhrmantrautCap_ ✓ (15,542 followers · 👍0 🔁0 💬1)
> @nfrosinha $LRCX, $AMAT and $KLAC are good picks too. Not very familiar with $TER tho.
17. 🟢 bullish @cashflowyield ✓ (834 followers · 👍1 🔁0 💬0)
> @StockMKTNewz Bullish for $AMAT $LRCX $KLAC
18. 🗑️ spam @foarctwales ✓ (2,932 followers · 👍0 🔁0 💬0)
> Our private WhatsApp group for $LRCX shareholders just went live! If you own $LRCX stock, come join this closed community to talk ticker news & swap trading perspectives Group:🔗https://t.co/nVuBTb4b37 Click the link above or use the link on my profile to join instantly #...
19. 🗑️ spam @foarctwales ✓ (2,932 followers · 👍0 🔁0 💬0)
> Our private WhatsApp group for $LRCX shareholders just went live! If you own $LRCX stock, come join this closed community to talk ticker news & swap trading perspectives Group:🔗https://t.co/nVuBTb4b37 Click the link above or use the link on my profile to join instantly #...
20. 🗑️ spam @foarctwales ✓ (2,932 followers · 👍0 🔁0 💬0)
> Our private WhatsApp group for $LRCX shareholders just went live! If you own $LRCX stock, come join this closed community to talk ticker news & swap trading perspectives Group:🔗https://t.co/nVuBTb4b37 Click the link above or use the link on my profile to join instantly #...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 5 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 88% (accounts > 10K followers) · Retail share: 6% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @firesidealpha ✓ (1,200 followers · 👍361 🔁39 💬9)
> $INTC Lip-Bu Tan: Bottleneck investor "The investment side, I ways look at where is the bottleneck? What are you trying to solve? For example, I invest in companies like Credo $CRDO or Astera Labs $ALAB, is this interconnect becoming the bottleneck? Because speed becomes more...
2. 🗑️ spam @Gmanct1b ✓ (11,323 followers · 👍205 🔁36 💬11)
> 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...
3. 🟢 bullish @JonahLupton ✓ (551,709 followers · 👍195 🔁5 💬17)
> Now I’m thinking we don’t own enough $CRDO and $ALAB 👀
4. 🟢 bullish @babyfolio ✓ (44,539 followers · 👍166 🔁1 💬23)
> $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 ...
5. 🟢 bullish @CKCapitalxx ✓ (74,624 followers · 👍168 🔁13 💬11)
> "I invest in companies like $CRDO" One of the most important CEOs just told you where the smart money is going.
6. 🗑️ spam @MarcosMillaYT ✓ (13,229 followers · 👍143 🔁21 💬13)
> These 15 Stocks are STRONG BUYS: 1) Micron $MU 2) Sandisk $SNDK 3) Credo $CRDO 4) Lumentum $LITE 5) NVIDIA $NVDA 6) Broadcom $AVGO 7) ASML $ASML 8) Microsoft $MSFT 9) Meta $META 10) Google $GOOG 11) TSMC $TSM 12) Fabrinet $FN 13) MercadoLibre $MELI 14) AMD $AMD ...
7. 🟢 bullish @FeroceResearch ✓ (16,562 followers · 👍159 🔁7 💬12)
> CEO of Intel just called Astera Labs $ALAB and Credo $CRDO bottlenecks to where AI infrastructure is today if only someone was specifically calling these 2 stocks the bottlenecks to memory for the last 3 months as they have nearly run 200% since then 👀 https://t.co/l7RB1sKZBF
8. ⚪ neutral @TheBigBerbowski ✓ (13,539 followers · 👍124 🔁1 💬18)
> 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...
9. ⚪ neutral @Sam_Badawi ✓ (49,928 followers · 👍70 🔁5 💬3)
> 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
10. ⚪ neutral @MMatters22596 ✓ (67,608 followers · 👍26 🔁1 💬4)
> Here is what we shared exclusively with our subscribers over the past week: - Monday: Analysis on $CRDO & $PLTR - Tuesday: Analysis on $CRWV, $OSCR, $TEAM, $ZETA & $XPEV - Wednesday: Analysis on the NASDAQ & opportunities how to hedge - Thursday: $JD - Friday: Analysis on...
11. 🟢 bullish @InvestmentGuru_ ✓ (41,707 followers · 👍22 🔁1 💬5)
> Overnight Movers: Optical communication rebounds: • $GLW +3% • $CRDO +2% Memory stocks continue to recover: • $MU • $SNDK • $WDC • $STX (All +1%+) $CBRS +6% after last week’s 22% selloff. $BE +6%, bouncing after yesterday’s 18% decline. Looks like buyers are stepping bac...
12. 🟢 bullish @InvestmentGuru_ ✓ (41,707 followers · 👍18 🔁3 💬4)
> AI semis trading at a discount — the PEG ratio doesn’t lie While everyone chases momentum, the growth-adjusted value is sitting right here: $AMD ~0.8x $CRDO ~0.7x $NVDA ~0.7x $MRVL ~0.6x $AAOI ~0.6x $AVGO ~0.5x $ON ~0.4x $MU ~0.2x $SNDK ~0.2x Memory. Interconnects. Op...
13. 🟢 bullish @cvotrades ✓ (14,448 followers · 👍18 🔁1 💬5)
> Stocks I will be personally accumulating for Q3 $MU $ALAB $CRDO $SIVEF $AAOI
14. 🟢 bullish @MitchMartan98 ✓ (11,835 followers · 👍7 🔁0 💬5)
> $ALAB $CRDO going to go higher
15. ⚪ neutral @BankofVol ✓ (21,288 followers · 👍18 🔁0 💬1)
> $CRDO fell 11% in the last 10 minutes of Friday — the day it got promoted from the small-cap Russell 2000 to the large-cap Russell 1000. “But the 1000 funds were buying it?” — yes. And that's exactly why it dropped. Here's the mechanism most people get backwards: In the Russ...
16. 🗑️ spam @tgeissinger ✓ (1,264 followers · 👍18 🔁1 💬0)
> I’ll say this only once. This may well be the fastest path to amassing $1 million by the end of 2026. Here is the investment strategy for July: 1) $MU — is a strong buy 2) $FN — is a strong buy 3) $CRDO — is a strong buy 4) $LITE — is a strong buy 5) $NVDA — is a stron...
17. 🟢 bullish @Gubloinvestor ✓ (51,172 followers · 👍11 🔁0 💬3)
> @_RSG21 $CRDO as long as it confirms reversal. Look $240 seems support here. if it goes m stay above $240. it will work for us to have another 30% 40% ride https://t.co/aXyYOM08IJ
18. ⚪ neutral @TheBigBerbowski ✓ (13,539 followers · 👍18 🔁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 ✓ (551,709 followers · 👍19 🔁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 @JonkooTrades ✓ (6,318 followers · 👍9 🔁0 💬1)
> $CRDO - One of our highest conviction bets