Generated: 2026-07-01 03:03
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +0.83) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 11 bullish Β· βͺ 7 neutral Β· π΄ 1 bearish Β· ποΈ 1 spam filtered
Influencer share: 68% (accounts > 10K followers) Β· Retail share: 0% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @StockSavvyShay β (425,744 followers Β· π320 π37 π¬29)
> $TSM is targeting 2029 for panel-level CoPoS packaging as AI chip scaling shifts from transistor density to packaging capacity. CoPoS could fit more compute dies and up to 12 HBM4 stacks into one package widening TSMCβs moat behind next-gen $NVDA and $AMD chips. https://t.co/...
2. βͺ neutral @Speculator_io β (135,250 followers Β· π187 π32 π¬11)
> The HBM-DRAM Supply Chain HBM Makers $MU Micron Sk Hynix Samsung Foundry $TSM TSMC $INTC Intel Photolithography $ASML ASML Etch $AMAT Applied Materials $LRCX Lam Research Deposition $ACMR ACM Research $AMAT Applied Materials $LRCX Lam Research Implantation $AMAT Applied ...
3. π’ bullish @saso_capital β (7,738 followers Β· π112 π8 π¬8)
> Etched just made $TSM leading-edge capacity even scarcer. $1B in contracts means real wafer demand hitting a queue that is already full. Pricing power follows. Inference scales with usage, not capex cycles. More AI adoption = more inference chips = more N4P/N3 wafer starts at...
4. π’ bullish @dnystedt β (51,775 followers Β· π51 π5 π¬1)
> Nomura: TSMC $TSM has turned highly aggressive, targeting CoWoS capacity of 2,000kpcs in 2027F (up from 1,100kpcs in 2026F) to defend against competing packaging technologies.
5. π΄ bearish @pequityresearch β (25,367 followers Β· π34 π3 π¬2)
> iM Securities: Is TSMC Bottlenecking Nvidia's Short-Term Growth? > CoWoS Wafer Revisions: Due to slower-than-expected capacity expansion by TSMC $TSM and other CoWoS suppliers, iM Securities lowered its CY26 global CoWoS allocation forecast for AI accelerators from 1,380K to ...
6. βͺ neutral @jfsrev β (49,887 followers Β· π25 π1 π¬1)
> $EUV - Lithography & Semiconductor Photonics is added into the ETF tracking list today Top 10 holdings $TSM β Taiwan Semiconductor Manufacturing β 9.84% $ASML β ASML Holding β 8.61% $AMAT β Applied Materials β 6.17% $LRCX β Lam Research β 6.02% $KLAC β KLA Corp β 5.03% $GLW β...
7. βͺ neutral @StockOptionCole β (33,543 followers Β· π17 π0 π¬3)
> Watchlist Results π $TSM 7/2 470C 250%+ $MRVL 7/10 290C 100%+ $AMD 7/2 550C 225%+ $MU 7/2 1250C 40%-
8. π’ bullish @FinancePotentia β (5,279 followers Β· π17 π4 π¬0)
> π¨ JUST IN: The strongest $TSM insider signal of 2026. π’ VP Tien Today: +$76K π’ Yesterday: +$77K π’ VP Yuan bought +$150K in June 4 insider buys. Zero sells. 1 Month. They donβt seem worried about Taiwan. π https://t.co/jV0NdxjUwj
9. π’ bullish @TheValueist β (36,241 followers Β· π4 π0 π¬4)
> $TSM quietly knocking out an all time high today. Much much much more to go for this stock over the next decade. https://t.co/rUrVehRkyu
10. π’ bullish @danielnewmanUV β (76,413 followers Β· π7 π0 π¬3)
> @StockSavvyShay $TSM still feels underappreciated given its importance to this build out.
11. π’ bullish @thekriskay β (42,288 followers Β· π9 π0 π¬2)
> $TSM notches a fresh ATH. Still the better buy vs NVDA imo. https://t.co/KvlnPtuVBY
12. π’ bullish @801010athlete β (55,106 followers Β· π14 π0 π¬0)
> More liquid Semi athβs $AMAT $LRCX $TSM https://t.co/mbR50kHerZ
13. βͺ neutral @StockSavvyShay β (425,744 followers Β· π7 π0 π¬2)
> @danielnewmanUV $TSM may or may not be in the top 3 of the Futurum AI 15 rebalance π
14. βͺ neutral @AIStockSavvy β (35,037 followers Β· π12 π0 π¬0)
> π’ ππππ ππ: TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes - $TSM $NVDA $INTC
15. π’ bullish @k2__investment β (3,045 followers Β· π0 π0 π¬3)
> @StockSavvyShay AI scaling relies on advanced packaging. $TSM's CoPoS targets 2029, ditching round wafers for 310mm square panels. βThey are stopping expensive interposer waste to pack more compute and up to 12 HBM4 stacks per package. Total moat widener for future AI hardw...
16. βͺ neutral @QualCompounders β (3,687 followers Β· π2 π0 π¬2)
> @Stealthct_Storm I have $NVDA, $TSM, and $AMD. $NVDA the best risk reward here.
17. βͺ neutral @TheValueist β (36,241 followers Β· π3 π0 π¬1)
> $TSM Thatβs what you get paid for.
18. ποΈ spam @StockTraderHub β (54,645 followers Β· π4 π1 π¬0)
> SOME OF OUR MONSTER WINNERS FROM TODAY π JOIN THE TEAM TODAY AT: https://t.co/La7wWcP1Sf ππ»π $SPY $SPX $TSM $IBM $NBIS $INTC https://t.co/LZdsfwzeXV
19. π’ bullish @saso_capital β (7,738 followers Β· π6 π0 π¬0)
> @MartinShkreli Yup, shows $TSM confidence in Etched.
20. π’ bullish @QualCompounders β (3,687 followers Β· π3 π0 π¬1)
> @VJNCapital $TSM has been amazing for me you get share price appreciation and a growing dividend.
Sentiment: π’π’π’π’π’ Bullish (score +0.76) Β· β high confidence (17 directional posts)
Distribution (20 posts): π’ 15 bullish Β· βͺ 2 neutral Β· π΄ 2 bearish Β· ποΈ 1 spam filtered
Influencer share: 63% (accounts > 10K followers) Β· Retail share: 11% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @TrendSpider (666,403 followers Β· π154 π10 π¬13)
> Strongest this one has looked all year π $LRCX https://t.co/bnkRTTgaDB
2. π’ bullish @RealSimpleAriel β (55,601 followers Β· π73 π3 π¬10)
> 6/30/2026 Daily Recap: Semis lead with a side of window dressing! - Semi Equipment and Materials group continues it's incredible pace $AMAT $LRCX $KLAC $ASML $UCTT $ICHR $ACMR $ONTO $COHU $KLIC $TER $FORM littered with names at new highs. - $SNDK with the $3000 target today...
3. π’ bullish @FL0WG0D β (105,578 followers Β· π59 π4 π¬10)
> $1.9 million into these $LRCX calls https://t.co/kZODGv9o8m
4. π΄ bearish @DurableCreators (7,316 followers Β· π39 π2 π¬4)
> The valuation on the semi equipment names is unreal right now. Forward earnings multiples: $KLAC 75x $LRCX 72x $AMAT 57x $ASML 52x For contrast $NVDA is at 22x $TSM 29x $AVGO 32x. The equipment cos have historically traded around 18x prior to the last year (ASML closer to 35x).
5. π’ bullish @1ChartMaster β (44,083 followers Β· π25 π1 π¬9)
> $KLAC $LRCX $AMAT $UCTT Blue dots π΅ across the board. https://t.co/I07J8g1CI6
6. π’ bullish @dividendhike β (47,925 followers Β· π29 π2 π¬2)
> Unstoppable.... $LRCX is now up 153% YTD and $KLAC is up 144%. Two super star dividend growth stocks.
7. π’ bullish @KeithMcCullough β (382,793 followers Β· π9 π0 π¬9)
> $LRCX = another Signal Strength Stocks ticker that's crushing it for @HedgeyeTech
8. π’ bullish @ThetaWarrior β (140,297 followers Β· π20 π2 π¬4)
> $LRCX SWEEPER ALERT π§Ή https://t.co/uXSvQjJnul
9. βͺ neutral @IvanaSpear β (21,971 followers Β· π18 π2 π¬2)
> Here is a link to the full segment $ALAB $KLAC $LRCX https://t.co/99T81RAlH6
10. π’ bullish @XpertPATrader β (5,228 followers Β· π14 π0 π¬3)
> nice continuation up day so far $AMD $LRCX $MRNA $GLW $BLZE $SPX $NDX $INTC $MRVL $NBIS $CRWD $PANW $AAPL $OUST $FCEL $TSLA $DELL and more https://t.co/b2l5GcsDTC
11. π’ bullish @ThetaWarrior β (140,297 followers Β· π15 π0 π¬1)
> $ASML $LRCX Monthly base on base breakouts. https://t.co/Hiwf7Rhbux
12. π’ bullish @801010athlete β (55,106 followers Β· π14 π0 π¬0)
> More liquid Semi athβs $AMAT $LRCX $TSM https://t.co/mbR50kHerZ
13. π΄ bearish @DurableCreators (7,316 followers Β· π3 π0 π¬3)
> And if we look at 10Y EPS CAGR, they weren't exactly mediocre companies prior to the last year: $KLAC 27% $ASML 24% $LRCX 24% $AMAT 23% Analyst estimates for the next few years are strong but not materially above their historic 10 year numbers. Feels like a huge disconnect.
14. π’ bullish @newsinvesting (241,987 followers Β· π4 π0 π¬0)
> Chip tool stocks surge up to 9% on Samsung, SKβs $1.3 trillion Korea bet https://t.co/KVXuNLsaPm $LRCX $KLAC $AMAT $ASML https://t.co/V6NIaFXxrb
15. π’ bullish @kazuki1119555 β (613 followers Β· π1 π1 π¬0)
> It looks like the market momentum has firmly locked onto the semiconductor sector. $LRCX (Lam Research) Core Advantages: Etch equipment is at the peak of the industry boom cycle, with the strongest capital offensive willingness. Once the sector rallies, LRCX ofte...
16. π’ bullish @MarcJacksonLA β (8,464 followers Β· π2 π0 π¬0)
> $LRCX -Susquehanna raises Lam Research target to $475 from $385 Positive - $LRMR -Citi reiterates Larimar Therapeutics $14 target Buy -Baird lowers target to $5 from $7 Outperform - $LUV -Wells Fargo raises Southwest Airlines target to $50 from $44 = Weight - $LYB -Bank of ...
17. ποΈ spam @realalexvieira β (3,386 followers Β· π1 π0 π¬0)
> Reminder: Buy $ASML and $LRCX and $TSM don't need to use your brain or to pay any fees; Alex Vieira created more than 50,000 millionaires Warren Buffett Is Unfit to Invest. The old man does not know what a semiconductor does or the benefits to the society, he buys ketchup and ...
18. π’ bullish @IBD_PSeitz (7,528 followers Β· π1 π0 π¬0)
> Lam Research Stock, Chip Gear Peers Hit Record Highs https://t.co/TJJWbnpQ9g $LRCX $AMAT $MKSI $ASML $KLAC $TER
19. βͺ neutral @soner822 (1,053 followers Β· π1 π0 π¬0)
> 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 https://t.co/Qhh55pZmhb
20. π’ bullish @judahrhodie β (13,320 followers Β· π1 π0 π¬0)
> Seeing some $LRCX in my discord flow π’ 10:43:18 LRCX Aug26 250.0P 5,310x @ $3.05 $1.6M $432.44 \| Puts Sold
Sentiment: π’π’π’π’π’ Bullish (score +0.33) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 7 neutral Β· π΄ 4 bearish Β· ποΈ 1 spam filtered
Influencer share: 79% (accounts > 10K followers) Β· Retail share: 5% (< 2K) Β· Rocket emoji rate: 5%
1. ποΈ spam @RealJGBanks β (239,213 followers Β· π274 π32 π¬13)
> I have MADE over $1,000,000 in the last 2 MONTHS. The SECRET? Having a watchlist for every major sector so I can spot rotations EARLY. HERE IS MY SECTOR ROTATION WATCHLIST: Memory: $MU $SNDK $WDC Semis: $NVDA $AMD $ARM $INTC $AMAT Networking: $AVGO $MRVL $CRDO $ANET $ALA...
2. π’ bullish @EliteOptions2 β (246,899 followers Β· π108 π8 π¬10)
> $MUβs hardware is the key catalyst pushing us towards the next Industrial Revolution After a 20% earnings beat and a subsequent 10% selloff, $MU is right back near ATHs, holding just under 1200. The overall market is finally showing strength and $MU looks ready to break ATH...
3. βͺ neutral @KristinaParts (30,702 followers Β· π59 π6 π¬3)
> Micron CEO tells @JimCramer on Mad Money: "certain customers drove prices significantly down in our industry" in 2023, pushing the industry to negative gross margins. He didn't name names. Comes as Apple lobbies Washington to keep China's CXMT off the Entity List. $MU $AAPL h...
4. π΄ bearish @Gubloinvestor β (51,410 followers Β· π31 π0 π¬11)
> $MU is down overnight π
5. βͺ neutral @SmallCapSnipa β (31,656 followers Β· π44 π5 π¬1)
> $MU CEO Sanjay Mehrotraβs interview with Jim Cramer today: Becoming a $1 trillion company, memory demand, and Micronβs $200 billion investment in the United States https://t.co/oAx8QAikBR
6. π΄ bearish @stockmom β (31,701 followers Β· π24 π3 π¬8)
> RIP Micron $MU ππ€£
7. π’ bullish @MentoviaX β (27,353 followers Β· π37 π4 π¬0)
> $MU the consolidation was intentionally contained within a narrow range.... premium killing two days in a row..... now let's see if the King of the market returns with his own mighty thunder...... strong resistance: 1172-1191..... over that, we should see new ATH..... but le...
8. π’ bullish @vandy_trades β (13,416 followers Β· π21 π2 π¬5)
> π¨ Set up of the day tomorrow $MU Touched the 20ema yesterday on the daily TF and closed above the previous day high. Since April everytime we have re-visited the 20ema on the daily TF, we have found demand and have seen a new ATH within 3-5 trading days. We also filled las...
9. βͺ neutral @anni_sen β (9,036 followers Β· π24 π0 π¬5)
> $MU 5:03 Sanjay: βIn 2023β¦ customers drove those prices to unproductive levelsβ $AAPL any comments ? π
10. π’ bullish @HeidingOut β (10,263 followers Β· π10 π0 π¬5)
> Anyone want to guess where we are in $MU's cycle and why I hold a HUGE swing position that I've had literally since March? https://t.co/JLPheDFm22
11. βͺ neutral @au_xbt β (18,993 followers Β· π15 π1 π¬2)
> $INTC just hit another new high, but $MU and $skhynix are still being kept on a tight leash by institutions. My guess is they're trying to keep SK hynix trading around its US IPO price range ahead of the listing. The real breakout may not come until after SK hynix starts tra...
12. π’ bullish @cmsinvests β (17,487 followers Β· π16 π0 π¬1)
> I was right. I literally called the rotation. $NVDA β $MU And youβre still not following? https://t.co/GOCnpf8Ixn
13. π΄ bearish @StevieStacks84 β (90,797 followers Β· π10 π0 π¬2)
> Itβs over for $MU! Big crash coming!
14. π’ bullish @HeidingOut β (10,263 followers Β· π9 π1 π¬1)
> And, if there is anything you retain after reading this it should be this. When I'm day trading, scalping, even some swing trades, I'm trading pops/bounces. But, you'll note why I have a 520% ROI in $AMD $AMDL and nearly a 1000% in $MU $MUU bc I didn't trade the bounces only t...
15. π’ bullish @KingWabi β (19,839 followers Β· π2 π0 π¬2)
> I dont think $BTC is going to be outperforming Ai in any capacity during any timeframe for the rest of the decade. Perma bleed against $SNDK and $MU. Will check back on this during christmas of 2027.
16. π΄ bearish @ThinkAppraiser β (25,215 followers Β· π5 π1 π¬0)
> @jimcramer Short $MU
17. βͺ neutral @chrisorzy β (13,318 followers Β· π1 π0 π¬2)
> Bro keep $MU name out your mouf
18. π’ bullish @MattMarketFit β (2,734 followers Β· π2 π0 π¬1)
> @vandy_trades Iβm in a $DRAM $71c and itβs not looking good for it! π¬ Need $MU and $SNDK to pull through for me here!!
19. βͺ neutral @defectzxbt β (577 followers Β· π5 π0 π¬0)
> can Koreans get their shit together??? tired of the panic selling on the KOSPI at open just for it to get bought back by market close $MU $DRAM
20. βͺ neutral @ItsSobeTv β (2,555 followers Β· π4 π0 π¬0)
> @jimcramer jim can you not pls talk about $MU thanks.