Generated: 2026-07-02 02:54
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.33) · ✅ high confidence (15 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 3 neutral · 🔴 5 bearish · 🗑️ 2 spam filtered
Influencer share: 22% (accounts > 10K followers) · Retail share: 22% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @SayNoToTrading ✓ (20,582 followers · 👍59 🔁0 💬20)
> Another day, another 5 to 7% move in my chips account chock full of highest quality non-spec like $AMAT, $LRCX, $KLAC, $ASML etc. yet moves as if there’s margin and it’s chip shitcos. I like this, because a reset is needed big time. Take it to 4.5M. Take my $MU to $800 do...
2. ⚪ neutral @raichutokenized ✓ (12,730 followers · 👍15 🔁2 💬4)
> rotated 50% of my $MU position into $AMAT and $LRCX just now NFA / DYOR https://t.co/2fQUypNODZ
3. 🔴 bearish @Don7Spy ✓ (8,811 followers · 👍9 🔁1 💬1)
> Ponzi value $AMAT -70 pts since Dr. Burry went short 🤣 Great company no doubt but ponzi valuation for sure, not just this but $KLAC $LRCX Also, think it may be just giving discount for the new quarter and 2H opener 🤷🏻♂️🤣 https://t.co/y5Bw1DmJtS
4. 🟢 bullish @JamesTrvdes ✓ (3,888 followers · 👍7 🔁0 💬1)
> $LRCX diagonal risk reversal. Short nearer term premiums as they got mis-priced to the downside today. Long further out with intentions to swing. Now I’m not a 25 year options vet at a Hedge fund. I am, however, someone who’s been experimenting with what works best for...
5. 🟢 bullish @miko_invests ✓ (2,173 followers · 👍2 🔁0 💬2)
> Anyone else buying this Lam Research dip? $LRCX https://t.co/nItYuy6jcI
6. 🟢 bullish @Pulkits77 ✓ (2,896 followers · 👍1 🔁1 💬1)
> What a good day to invest in MEMORY STOCKS. $DRAM 🧿🌟 $LRCX is my top bet with record revenue.
7. 🟢 bullish @NotAnotherFlow ✓ (2,095 followers · 👍5 🔁0 💬0)
> Tempted to buy back $LRCX and some chip names on this dip. The $META news is strange, to say the least. About a month ago, the stock dropped on reports that it was planning to raise capital to fund AI infrastructure. Now it's selling excess AI computing capacity ? https://t.c...
8. 🟢 bullish @BlockFlow_News ✓ (4,519 followers · 👍5 🔁0 💬0)
> Bernstein's July 1 equipment tracker rates six US and China names Outperform on the same thesis: DRAM and NAND capex is driving WFE growth of 21.4% in 2026 and 18.2% in 2027. US names: $AMAT ($525, platform breadth plus service and capital returns) $LRCX ($340, GAA plus ad...
9. 🟢 bullish @K_L_M ✓ (772 followers · 👍1 🔁0 💬1)
> Opened positions in two DRAM plays today: $LRCX and $ASML. Most people are fixated on HBM and logic nodes when they think AI chips. But the real unsung hero of AI infrastructure is DRAM. Every LLM inference call, every training run, every data center workload; they all hit m...
10. 🔴 bearish @investmartin_F (1,740 followers · 👍1 🔁0 💬1)
> $LRCX down 11% on the session, that's a real gap lower for a chip name this size. sellers still in control, no base on my screen yet. gonna let it settle before I even think about it. anyone catching what's hitting semis today? https://t.co/QaiPv8hUwm
11. 🔴 bearish @TheMarketBishop ✓ (6,231 followers · 👍1 🔁0 💬1)
> $LRCX $383k put buyer 30 days out https://t.co/D0MS8LaJf9
12. ⚪ neutral @SergeyCYW ✓ (15,758 followers · 👍1 🔁0 💬1)
> $LRCX Lam Research — NTM Rev Growth Est: 34.1%, Forward P/E: 54.6x Lam controls a less visible but critical bottleneck in etch and deposition, especially as AI pushes fabs toward complex patterning, advanced packaging, and memory intensity. In the March 2026 quarter, Lam post...
13. ⚪ neutral @FluentInQuality ✓ (4,215 followers · 👍1 🔁0 💬1)
> Now the hardest step in the world: actually building the chip. You don't make a 2-nanometer chip. You grow it, layer by atomic layer. $ASML draws the patterns with light. Only company on earth that can. $AMAT adds material. $LRCX removes it. $KLAC hunts for microscopic defec...
14. 🔴 bearish @TheMarketBishop ✓ (6,231 followers · 👍2 🔁0 💬0)
> More $LRCX put buyers https://t.co/ZjBNm0WyZG
15. 🗑️ spam @investmartin_F (1,740 followers · 👍1 🔁0 💬0)
> A dedicated WhatsApp group for $LRCX holders is now online! All investors holding $LRCX stock are welcome to join this exclusive group to discuss the stock and get the latest information. Click this link and send "8" to join the group: https://t.co/PTKpS6ypfW #stockalerts
16. 🔴 bearish @hbblink ✓ (1,342 followers · 👍1 🔁0 💬0)
> Semiconductor Equipment names are seeing significant selling pressure today. Leading the decline: $KLAC -12.63%, $LRCX -11.05%, $TER -11.00%, $AMAT -10.27%, and $ASML -7.13%. The broad-based weakness across the group suggests profit-taking and possible rotation out of semico...
17. 🟢 bullish @victorhale1m9e (3,299 followers · 👍1 🔁0 💬0)
> @RealSimpleAriel $LRCX is starting to catch my attention. Keeping a close watch on its momentum through #MGBX. 📈
18. 🟢 bullish @marketwirenews ✓ (61,209 followers · 👍1 🔁0 💬0)
> $LRCX - Could Lam Research Be the Next 1 Trillion Company 2026-07-01 02:57:00 ET Recently, Nvidia CEO Jensen Huang predicted that chipmaker Marvell Technology would be the next trillion-dollar company, and there are other well-known semic… https://t.co/bogwuAUuJQ
19. 🟢 bullish @mainstreetcalls ✓ (1,273 followers · 👍0 🔁0 💬0)
> Never thought I would see both $LRCX and $CBRL up ~120% through the first two Q of a year during such an innovative period of American history where. But here we are
20. 🗑️ spam @EvanBrookss ✓ (4,825 followers · 👍0 🔁0 💬0)
> I've launched an exclusive WhatsApp group for $LRCX stockholders and active traders to link up, share perspectives, and get the latest news. All investors tracking $LRCX closely are welcome to be part of it. Join free: https://t.co/oToal0DDTI #USstocks #NASDAQ #LSE #DAX #GPW ...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.60) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 7 neutral · 🔴 2 bearish · 🗑️ 3 spam filtered
Influencer share: 53% (accounts > 10K followers) · Retail share: 18% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @asklivermore ✓ (137,009 followers · 👍760 🔁77 💬60)
> Goldman Sachs manages $871 billion. They are HEDGING with healthcare and staples, while keeping big money in AI. They are bullish, but staying cautious. Here's what they've been buying and selling recently. What they're buying: 1. $SNDK +475% 2. $CRWV +275% 3. $TSM +82% 4. ...
2. ⚪ neutral @RealSimpleAriel ✓ (55,650 followers · 👍112 🔁10 💬26)
> The markets being lead down by semis and the $QQQ is not a warm and fuzzy feeling. $TSM $AMAT $ALAB $MU $SNDK $INTC. Nothing broken but notable https://t.co/GtEFDqFPYH
3. 🟢 bullish @TradexWhisperer ✓ (138,193 followers · 👍51 🔁7 💬7)
> $ASX $TSM $INTC ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike "Utilization rates across the OSAT industry remain near full capacity... major OSAT providers are accelerating investments in technologies such as 2.5D/3D packaging...
4. ⚪ neutral @TheShortBear ✓ (202,416 followers · 👍35 🔁3 💬2)
> Only 9% of the book is long AI at this point with only one new addition being $AVGO for 1.8% of the book. The rest is split between $TSM 4.96% and $STM 2.67%. The last one that is between categories is $AMZN which I think is more of a bet on consumer discretionary that h...
5. ⚪ neutral @WaterworldCapi1 (6,850 followers · 👍21 🔁0 💬5)
> $NVDA gonna go green. Makes sense that this is very bad for $TSM but not $NVDA.
6. 🟢 bullish @livermoreoption ✓ (11,527 followers · 👍27 🔁3 💬0)
> Goldman Sachs manages $871 billion. They are HEDGING with healthcare and staples, while keeping big money in AI. They are bullish, but staying cautious. Here's what they've been buying and selling recently. What they're buying: 1. $SNDK +475% 2. $CRWV +275% 3. $TSM +82% 4. ...
7. 🗑️ spam @MajidTulsh32058 ✓ (7,733 followers · 👍15 🔁5 💬1)
> 🚀 The HBM-DRAM Supply Chain: The Backbone of the AI Boom As AI demand continues to surge, High Bandwidth Memory (HBM) has become one of the most critical technologies in the semiconductor industry. 🔹 HBM Makers $MU • SK Hynix • Samsung 🔹 Foundries $TSM • $INTC 🔹 Key Equipme...
8. 🟢 bullish @FromValue ✓ (120,710 followers · 👍16 🔁1 💬2)
> I think this is a risky move by $GOOGL $INTC's problem is usually yield, not cost. In other words, what can look cheaper might end up more expensive. On top of that, EMIB-T is unproven so far. $TSM is still the best and safest way, both as an investor and a company.
9. 🔴 bearish @MikeZaccardi ✓ (74,820 followers · 👍9 🔁2 💬3)
> $TSM close to its worst day since China DeepSeek Jan 2025... -6.5% https://t.co/zYhWXE7SQW
10. 🟢 bullish @VJNCapital ✓ (6,732 followers · 👍8 🔁0 💬3)
> @StockSavvyShay On the other side it gives $TSM yet another scaling customer
11. 🟢 bullish @StockJames6 ✓ (3,360 followers · 👍5 🔁0 💬2)
> @TradexWhisperer Your Z-axis insight is so accurate! The essence of AI vertical stacking is explained so thoroughly that the potential of $ASX and $TSM tickets can be seen clearly at once. It's a real master analysis! https://t.co/94zmkL2hni
12. 🗑️ spam @AllenMc09019788 (518 followers · 👍3 🔁2 💬1)
> • $TSM → $425 Must Buy • $NVDA → $189 Strong Buy • $MU → $1,010–1,060 Must Buy • $AMD → $518 Must Buy • $MSFT → $370 Must Buy • $RKLB → $87 Must Buy • $MRVL → $255–265 Strong Buy • $NBIS → $240 Strong Buy • $INTC → $118–123 Must Buy
13. ⚪ neutral @Para_Capital ✓ (1,612 followers · 👍7 🔁0 💬1)
> In like two weeks we went from them saying we need to build data centers in space to meet demand, to there is no compute shortage and meta is signaling capex will end. The truth is much more in the middle, and today’s sell off is laughable. $NBIS $MU $TSM $DRAM
14. 🔴 bearish @LongGameEquity ✓ (4,559 followers · 👍4 🔁0 💬1)
> Bloomberg reporting $META plans to lease excess AI via "Meta Compute" is a massive tell. They’ve overbuilt infrastructure. If hyperscaler demand peaked, capex could flatline or drop by 2027. Major structural risk for chip supply and neoclouds: $NVDA $TSM $MU $CRWV $NBIS https:...
15. ⚪ neutral @vincentinvests ✓ (1,034 followers · 👍0 🔁0 💬2)
> @asklivermore @grok where is the healthcare and staples hedge? He says buying stocks like $SNDK $CRWV $TSM $MU
16. ⚪ neutral @MalibuInvest ✓ (17,847 followers · 👍2 🔁0 💬1)
> Chips weak premarket $MU $SNDK $TSM Want some dip for your chips ? https://t.co/d73KvJ645Z
17. 🟢 bullish @harjitrathore ✓ (747 followers · 👍1 🔁0 💬1)
> Semiconductor stocks now account for 20% of the S&P 500. An all-time high. 10 years ago: 2%. At the peak of the dot-com bubble, under 9%. The names driving it: $NVDA — $5.46 trillion market cap. Up 65%+ in a year. Data Centre revenue was $62B last quarter. $TSM — $2.1 trill...
18. 🗑️ spam @Allison_Trades ✓ (4,261 followers · 👍2 🔁1 💬0)
> $TSM had a great move yesterday! We Profit Recycled to lock in a win & set up a Risk-Free Bonus Trade for #earnings. Eyeing a possible reentry on today's pullback. Want to follow live with me & @technigal618? Join us in the Small Lots room @simplertrading . Great July 4th Sale...
19. ⚪ neutral @jedimarkus77 ✓ (42,598 followers · 👍4 🔁0 💬0)
> So about that all time high yesterday.... $TSM
20. 🟢 bullish @FL0WGURU ✓ (2,880 followers · 👍2 🔁1 💬0)
> $TSM ALL READY $400 upppp https://t.co/lmatQ0P57p
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 9 neutral · 🔴 0 bearish · 🗑️ 2 spam filtered
Influencer share: 39% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @MMatters22596 ✓ (68,021 followers · 👍53 🔁2 💬9)
> Many people ask me about the most interesting names right now. Most would probably mention names like $CRDO, $ALAB or $NBIS. And yes, they are strong. But they have already run far. My pick would probably be $RDDT. My next target is around $230. As long as the red lines a...
2. 🗑️ spam @ptracy75 ✓ (5,623 followers · 👍44 🔁9 💬0)
> I have MADE over $1,500,000 in the last 2 MONTHS The SECRET? Having a watchlist for every major sector so I can spot rotations EARLY. Here is my list of industries to watch for rotation: Networking: $AVGO $MRVL $CRDO $ANET $ALAB Semis: $NVDA $AMD $ARM $INTC $AMAT Memo...
3. ⚪ neutral @Brownmoose ✓ (20,577 followers · 👍17 🔁2 💬12)
> $CRDO What strike me when sending TA is how much people are in love with these Ticker. Its not because I point out resistance or potential downturn that I hate a business. I'm working with TA side and all I see is numbers and way to make profit in rally or selloff. https://t...
4. 🗑️ spam @arndxt_xo ✓ (46,502 followers · 👍16 🔁0 💬13)
> idk if you guys are actually paying attention but my newsletter is free i've shared these there so if you have actually bothered to read, you would have made: $ALAB +310% $CRDO +90% $PENG +190% $NBIS +210% with a 10x leverage we keep printing even when $BTC is dumping tho...
5. ⚪ neutral @TheBigBerbowski ✓ (13,648 followers · 👍26 🔁0 💬8)
> This is my 1m portfolio chart. How many of these massive intraday selloffs we had? It seems they're becoming a usual weekly routine. $MU $SNDK $CRDO $AAOI $NBIS https://t.co/yWXiYmq04v
6. 🟢 bullish @TheBigBerbowski ✓ (13,648 followers · 👍15 🔁2 💬4)
> Did you already forget about $CRDO? This gem also dropped from $302 to $259. Its underlying business? Nothing changed. https://t.co/8rBsC3dXyo
7. ⚪ neutral @fammetaX ✓ (6,520 followers · 👍16 🔁0 💬3)
> I FOUD IT! $CRDO https://t.co/dO7KN3Q2kw
8. ⚪ neutral @PrimeTrading_ ✓ (30,784 followers · 👍9 🔁0 💬5)
> The Prime Report - 7/1, by @PrimeTrading_ https://t.co/ynA7SGgBNN TOP IDEAS FOCUS LIST I focus on names sitting at or pulling back into rising 21dma-structure — that's where I want to add when the feedback improves, not chasing extension. $FTAI (95) — Aviation $CRDO (94) — ...
9. ⚪ neutral @vstocks7 ✓ (2,124 followers · 👍12 🔁1 💬2)
> 7/1/2026 Watchlist Video $CIFR $CRDO $DELL $FLEX $HUT $MRVL $NBIS $RXT $SNDK $SPCX $STX $WDC $WULF $AMZN
10. 🟢 bullish @PhotonBull ✓ (45,119 followers · 👍17 🔁0 💬1)
> Nice rallies so far, little later than I thought but still played out nice $BE $SNDK $CRDO $NBIS
11. ⚪ neutral @AlexMarenco1 ✓ (2,628 followers · 👍13 🔁1 💬0)
> What stood out today (6/30/26) The market rallied today with the Nasdaq leading and closing above 26.000. We saw the best quarter in the S&P-500 since 2020. Distribution days 8 on the NZ and 4 on the S&P. Exposure at 80%-100%. Worthy of note. $CRDO $MDA $GEV #investors #money ...
12. ⚪ neutral @davey_juice ✓ (7,252 followers · 👍11 🔁0 💬1)
> Portfolio update after market close of 1-7-26 = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 14 holdings Top 5: $crwd $nvda $crdo $app $ddog Next 8: $rbrk $amd $meli $net $se $nu $pltr $dlo Swing positon: $...
13. 🟢 bullish @financethoughts (1,747 followers · 👍3 🔁0 💬2)
> @ClubhouseGrowth I’ll cover that in a separate post fully but I have 7-8 names, mostly overlapping between this GIA, my ISA, and a SIPP. Biggest positions are $CRDO, $MU, $APP, $BE, $CLS, $DAVE, and another I’ll keep secret for now as I’m accumulating (huge price disconnect).
14. 🟢 bullish @davey_juice ✓ (7,252 followers · 👍9 🔁0 💬0)
> One of the more wild moves I've seen on a real company I like the fundamentals in a while I think $crdo should be worth more personally but who am I
15. 🟢 bullish @burak_finance ✓ (6,128 followers · 👍8 🔁0 💬0)
> $CRDO - Hypergrowth + high margins: FY2026 revenue more than tripled to $1.33B with ~68% gross margins and exploding profitability. - Key AI infrastructure enabler: ZeroFlap technology gives hyperscalers major advantages in power, cost, and reliability for AI data centers. ...
16. 🟢 bullish @wilson_eth ✓ (7,363 followers · 👍2 🔁0 💬1)
> @YodaStockInvest Trim amd and up nbis to 25% here, cut Sofi/hims/iren/kraken. Add $crdo, $dram, $pltr, maybe $ccxi if you want robotics exposure
17. 🟢 bullish @tradealgo_ ✓ (4,980 followers · 👍1 🔁0 💬1)
> The convergence system just flagged $CRDO. dark pool, options flow, insider buying, AI model — all aligned. ✓ Dark pool: $3.8B, 3.5x normal volume ✓ Options: $22.8M premium, 1.3x call/put ratio Full alert → https://t.co/xLsFU1BtfT https://t.co/4KFRDUh6Wx
18. 🟢 bullish @TopStockAlerts1 ✓ (125,279 followers · 👍4 🔁0 💬0)
> $CRDO the market is showing this stock a lot of respect.
19. ⚪ neutral @taofath ✓ (1,209 followers · 👍2 🔁0 💬0)
> $AAOI and $CRDO Keep it simple
20. 🟢 bullish @BullMarketBoss ✓ (8,659 followers · 👍1 🔁0 💬0)
> @fammetaX Fam, you don’t disappoint brother. I really like $CRDO $AMAT here