Generated: 2026-07-03 02:37
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 +0.54) Β· β high confidence (13 directional posts)
Distribution (20 posts): π’ 10 bullish Β· βͺ 7 neutral Β· π΄ 3 bearish Β· ποΈ 0 spam filtered
Influencer share: 60% (accounts > 10K followers) Β· Retail share: 10% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @degentradingLSD β (70,446 followers Β· π137 π4 π¬8)
> Buying into all these mechanical selling of the momentum factor ($NBIS, $ALAB, $CRDO, $SNDK, $285A, $SKHYNIX) offers good risk reward.
2. π΄ bearish @Brownmoose β (20,867 followers Β· π20 π1 π¬16)
> $CRDO The warning sign on Credo flashing. Head and shoulder pattern starting to confirm itself. The target if the neckline is broken would be sitting around $171. Still good chance $219 level act as a strong support. Stay safe https://t.co/H13HnmMSRx
3. π’ bullish @joinautopilot β (220,323 followers Β· π34 π2 π¬5)
> ChatGPT Portfolio by @ralliesarena was early to $CRDO If that's up ~170%, no one wants to miss the next Someone deposited $236,811 into ChatGPT https://t.co/gw2f4xov8r
4. βͺ neutral @saso_capital β (7,901 followers Β· π28 π0 π¬6)
> Days like these should help you evaluate which stocks trade into wishful thinking narratives and which trade on fundamentals. $CRDO 1M: +7% $AAOI 1M: -40% $NOK 1M: -27% https://t.co/53r7MGMErQ
5. βͺ neutral @vstocks7 β (2,136 followers Β· π32 π2 π¬3)
> 7/1/2026 Watchlist Video $CIFR $CRDO $DELL $FLEX $HUT $MRVL $NBIS $RXT $SNDK $SPCX $STX $WDC $WULF $AMZN
6. π’ bullish @StonkChris β (41,093 followers Β· π20 π0 π¬7)
> We want $300+ $CRDO π
7. π’ bullish @TheBigBerbowski β (13,757 followers Β· π19 π2 π¬6)
> Did you already forget about $CRDO? This gem also dropped from $302 to $259. Its underlying business? Nothing changed. https://t.co/8rBsC3dXyo
8. βͺ neutral @TheBigBerbowski β (13,757 followers Β· π22 π3 π¬3)
> It's almost Friday, and you'll have a bit of extra free time with markets closed. Here's what I recommend. Check these articles: - $CRDO https://t.co/GAqEIFgE6Y - $AAOI https://t.co/ULI6DYGRhr - $PENG https://t.co/wb58FCng9T Make sure you're ready for next week. $PENG e...
9. π’ bullish @saso_capital β (7,901 followers Β· π27 π2 π¬1)
> Good buys right now: $CRDO $QCOM $ON $AMBA $NBIS Excellent companies with real tailwinds.
10. π’ bullish @PrimeTrading_ β (30,794 followers Β· π15 π0 π¬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 β that's where I want to add when the feedback improves, not chasing extension. $FTAI (95) β Aviation $CRDO (94) β ...
11. π’ bullish @mmonis β (14,842 followers Β· π11 π0 π¬4)
> Added $CRDO at 253
12. βͺ neutral @MikeZaccardi β (74,834 followers Β· π12 π1 π¬2)
> Refreshed Russell 2000... much less top-heavy... but also a bit more unprofitable vs before the reconstitution $IWM @finviz_com $BE $CRDO gone https://t.co/crmLds5NX9
13. π΄ bearish @tgeissinger β (1,357 followers Β· π17 π1 π¬0)
> Semiconductors are extending their pullback for a second straight day: β’ $LITE -9% β’ $CRDO -8% β’ $ARM -7% β’ $MU -6% β’ $AMD-6% β’ $INTC -5% β’ $ASML -5% β’ $AAOI -17% β’ $SNDK -14% β’ $KLAC -13% β’ $AMKR -12% β’ $MRVL -10% β’ $COHR -10%
14. βͺ neutral @davey_juice β (7,248 followers Β· π15 π0 π¬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: $...
15. π’ bullish @ralliesarena β (30,054 followers Β· π12 π1 π¬1)
> ChatGPT took some more profits on Credo $CRDO stock in the Rallies AI Arena GPT bought at $117.5 and is now selling at $267 W AI https://t.co/Xqii1YS571
16. π΄ bearish @Para_Capital β (1,619 followers Β· π4 π0 π¬4)
> Man loading up on $DRAM and $CRDO buys did not go well for me today. Caught the knife hard, did not deploy capital at the best of time. Oopsieβ¦
17. π’ bullish @au_xbt β (19,093 followers Β· π11 π0 π¬1)
> By the way, as I mentioned in a previous weekly recap, $GOLD did indeed bottom around 3950, and both $BE and $CRDO have recovered on fundamentals. The level of crowding in the memory sector exceeded my expectations because of the Meta news. That was something I did not antici...
18. π’ bullish @cvotrades β (14,815 followers Β· π7 π1 π¬1)
> $CRDO its time for new aths
19. βͺ neutral @twils1211 β (2,711 followers Β· π4 π0 π¬2)
> Good write up. One to keep in mind if market gives you some more vol. $CRDO
20. βͺ neutral @JonkooTrades β (6,422 followers Β· π6 π0 π¬1)
> $QQQ $SPY - Did what they do best - rejecting an upper trendline. Looks to me like we will be seeing $710 as a bottom. And then a possible breakout. Iran peace deal is also still looming. So Trump could use that as a catalyst. Just be smart here. $MU $SNDK $NBIS $AAOI $CRDO ...
Sentiment: π΄π΄π΄π΄π΄ Bearish (score -0.33) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 3 bullish Β· βͺ 11 neutral Β· π΄ 6 bearish Β· ποΈ 0 spam filtered
Influencer share: 15% (accounts > 10K followers) Β· Retail share: 25% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @TheETFTracker β (57,961 followers Β· π70 π5 π¬6)
> When you buy $10,000 of the VanEck Semiconductor ETF $SMH, here's how much of each stock you're buying: $1,841 of NVIDIA $NVDA $918 of Taiwan Semiconductor $TSM $557 of Advanced Micro Devices $AMD $549 of Applied Materials $AMAT $549 of Broadcom $AVGO $539 of Micron Technolog...
2. βͺ neutral @QualCompounders β (3,720 followers Β· π14 π0 π¬6)
> 5 High quality dividend growth stocks: 1. $TSM 2. $META 3. $NVDA 4. $CEG 5. $MA Thread below.π§΅π
3. π’ bullish @nic11_olesmit β (654 followers Β· π10 π4 π¬0)
> My July Advice β’ $GOOGL (Alphabet) β Strong buy β’ $TSM (Taiwan Semiconductor) β Strong buy β’ $ANET (Arista Networks) β Buy β’ $COHR (Coherent) β Buy β’ $IREN (Iris Energy) β Buy β’ $SOFI (SoFi) β Buy β’ $ASTS (AST SpaceMobile) β Buy β’ $PLTR (Palantir) β Don't buy β’ $AVGO (...
4. π’ bullish @SWalkerCapital β (1,534 followers Β· π12 π1 π¬1)
> I'll only say it once. These high-quality stocks are pulling back, and the near-term entry window is opening right now. 1. $NVDA is a $315 stock trading at $197 2. $TSM is a $550 stock trading at $444 3. $MU is a $1650 stock trading at $1032 4. $WDC is a $750 stock tradin...
5. βͺ neutral @TheRayMyers β (25,104 followers Β· π9 π2 π¬1)
> YTD Performance of $1T Club Stocks: - SK Hynix +291% - $MU +249% - Samsung +160% - $TSM +52% - $GOOGL +12% - $LLY +12% - Saudi Aramco +9% - $AVGO +7% - $AAPL +7% - $AMZN +5% - $NVDA +4% - $BRK.A +1% - $TSLA -4% - $META -7% - $MSFT -20% https://t.co/B4HaE28xij
6. π΄ bearish @RobertDurant7 (3,366 followers Β· π3 π0 π¬4)
> Folks, the Tech Butcher ainβt here to cuddle. He not telling u bed time stories to make u feel better. He here to cause pain. And weekly charts will look horrendous after today and more Pain into close and Monday. Understand? $QQQ $TSM #chips
7. π’ bullish @toptraders0x β (7,788 followers Β· π7 π3 π¬0)
> Top Traders Team Personal Ranking π β
Strong Buy / Core - $ASML - $TSM - $NVDA - $SNPS - $CDNS - $ETN - $ISRG Buy - $AVGO - $AMAT - $KLAC - $LRCX - Siemens - ABB - Schneider - Keyence - Fanuc Speculative Buy - $VRT - $TER - $SYM - $CGNX - Anduril - Applied Intuition - Sk...
8. π΄ bearish @finding_value_ (3,316 followers Β· π9 π2 π¬0)
> This is not a joke. Semi conductors are now 13.3 trillion in market cap in total globally. Semis are 20% of SP500. In 2020, they were 5%. I dont own a single semi stock today. Bought $tsm last year March and sold this year. I think its a semis bubble.
9. βͺ neutral @glocalinvestor β (2,390 followers Β· π9 π2 π¬0)
> Market is completely missing the miraculous turnaround. Everyone left Samsung Foundry for dead in 2024. Comeback has been nothing short of marvel. - 2022-24: 3nm yields stuck near 20% while $TSM ran above 80%. $NVDA, $AAPL , QCOM all walked. Foundry bled roughly $1.4B in Q4...
10. π΄ bearish @convequity β (9,312 followers Β· π8 π0 π¬1)
> TSMC β UMC & GlobalFoundries Convequity has exited $TSM for the second time. While it remains the highest-quality foundry, its deliberate capacity discipline and Nvidia-first prioritization are creating meaningful friction with other major customers, including Apple and Googl...
11. βͺ neutral @genejchan β (5,579 followers Β· π6 π0 π¬1)
> Can someone better at TA than me tell me if this is a double top on $TSM? https://t.co/4ffrQUKBFs
12. βͺ neutral @chiptomunk β (2,936 followers Β· π6 π0 π¬1)
> HBM selloff. Money will flow where? Options: 1. Other AI capex names with strong income statements ($CRDO is the next strongest company after $NVDA $TSM $ASML). 2. Other value non-AI $SPY names ($MCD or HALO $VICI). 3. $MSTR and BTC. 4. Or will just flow back into HBM aga...
13. βͺ neutral @HedgeFundTips β (81,110 followers Β· π2 π1 π¬1)
> Semiconductor Production & Equipment $SMH β Earnings Estimates/Revisions $NVDA $TSM $AMD $AMAT $AVGO $MU $KLAC $LRCX $ASML $INTC $MRVL $TXN $ADI $QCOM $CDNS $SNPS $TER $STM $MPWR $NXPI $ALAB $ARM $MCHP $ON $SWKS https://t.co/UmhU1NlFpF https://t.co/bYKRZRyfJd
14. π΄ bearish @RobertDurant7 (3,366 followers Β· π0 π0 π¬2)
> As #Neoclouds plummet, they can buy less chips folks. $TSM $NVDA $AVGO $AMD all way overpriced $QQQ Hence why $NVDA came out what Vendor financing offer today? Seems it IMO Today only a Day 2, ahead of Monday which Feels Crashy to me.
15. βͺ neutral @marketsnackapp β (1,206 followers Β· π5 π0 π¬0)
> $LRCX Aug 21 360P β added at $38.05. π After entry, $LRCX ran all the way to $436. This trade was deep red. Today $LRCX is down 6.3% to $366.65. Contract at $42.20. +10.9%. When conviction is strong, they endure the drawdown. Intelligence. Made Visible. π $MRVL $ASML $TSM...
16. βͺ neutral @QualCompounders β (3,720 followers Β· π2 π0 π¬1)
> $TSM πΉ Dividend Yield: ~0.80% πΉ Payout Ratio: ~6.25% πΉ Forward P/E: ~26.5x πΉ PEG Ratio: 0.87 https://t.co/3V7qDHEWZq
17. βͺ neutral @jtourzan β (5,952 followers Β· π1 π0 π¬1)
> I like asml too. Have it in daughterβs account with $goog $TSM . 14.7x sales for asml vs 1.5x sales for Samsung. Samsung pretty good in lithography too and about to have more operating cash flow than anyone in the world. This dram cycle wonβt end until Samsung spends that $100...
18. π΄ bearish @Vance_Roberts5 β (2,032 followers Β· π1 π0 π¬1)
> @Stevo_12 Good trading. Retirement took a BEATING $F $TSM
19. βͺ neutral @jorge_utd β (915 followers Β· π1 π0 π¬1)
> @DrJStrategy This still does not apply to $INTC and $TSM
20. π΄ bearish @reasonus4 β (1,833 followers Β· π4 π0 π¬0)
> Good Lawd! Iβm going streaking burrito in one hand & beer in the other to shake off this epic dumb fuckery. $SOXX will be cut in half in matter of days once margin calls begin. $TSM $TWN #Taiwan $QQQ $MU $SNDK #Samsung $SMH $DRAM
Sentiment: π’π’π’π’π’ Bullish (score +0.85) Β· β high confidence (13 directional posts)
Distribution (20 posts): π’ 12 bullish Β· βͺ 5 neutral Β· π΄ 1 bearish Β· ποΈ 2 spam filtered
Influencer share: 50% (accounts > 10K followers) Β· Retail share: 22% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @TrendSpider (665,173 followers Β· π186 π10 π¬24)
> Burry's short. Trump's bullish. Only one can be right. $MU https://t.co/YLJ70qQ2JY
2. π’ bullish @labubu_trader β (68,428 followers Β· π129 π6 π¬8)
> In Asian market, Kioxia and SK Hynix tested 50d EMA and strongly bounce back. As there is 30m pivot, I bought both back and use 50D EMA as the stop. Also added a few other I hope $MU and $SNDK can have similar price action on Monday next week https://t.co/7QdzpQz4JO
3. π’ bullish @_HalalTrader_ β (11,245 followers Β· π43 π1 π¬12)
> $MU Looks like a bottom on KOSPI. It reversed right before filling the second gap which tells me funds had buy orders put it right there. Paired with $SMH and $MU charts, weβre likely at the bottom InshaAllah. https://t.co/eZToapxcjQ
4. π’ bullish @itsjcmerlo β (3,683 followers Β· π21 π0 π¬7)
> KOSPI GREEN $MU 1K on Hyper Liquid π§ββοΈπ§π»ββοΈπ§πΌ https://t.co/UprIG71JuH
5. π’ bullish @_HalalTrader_ β (11,245 followers Β· π9 π0 π¬2)
> $MU Hynix with a bottom reversal too. Everything points to Micron and $SMH turning around next week InshaAllah. https://t.co/QewMazIPbP
6. π’ bullish @gregory_FTA β (17,920 followers Β· π10 π0 π¬1)
> My biggest play this year was by far loading up on $MU (options and commons) when it fell down to $320 after stellar earnings and the memory cycle idiots came out to bash the stock. Will it play out like last time? I doubt it will be as drastic, as we're further along in th...
7. ποΈ spam @midascabal β (61,225 followers Β· π4 π1 π¬2)
> If you missed the huge run on $SIVE at $1, $MU at $100, or $SNDK at $30 - this article is a MUST READ:
8. π’ bullish @TheValueist β (36,330 followers Β· π9 π1 π¬0)
> $NVDA $MU $SNDK $LITE I hope people realize, structurally, this never ends. Data centers will continue to be built indefinitely globally into the future. There might be political sand traps, or NIMBY blowback, but there is no end insight, whatsoever. Stock prices will go up an...
9. βͺ neutral @teshen8lin (1,586 followers Β· π3 π0 π¬2)
> @TradexWhisperer profit taking is normal, even waves of profit taking are not uncommon $MU $SNDK
10. βͺ neutral @XennialTrader β (2,673 followers Β· π4 π0 π¬1)
> The last two days have felt like a legit start-of-quarter rotation out of the huge Q2 winners (see $MU $SNDK $WDC etc.). $DRAM ETF down 17% in 2 days. I'm not going to get too bearish though. Do you think smart investors are eager to dump what's left of their darlings after a...
11. π’ bullish @jiahanjimliu β (29,519 followers Β· π4 π0 π¬1)
> This is partially true but you are mistaken on two of examples: 1. $MU not only had negative cashflows but had negative gross margins in 2023. 2. $TSLA when I bought in 2019 had negative cashflows and many on Wall Street thought they were going bankrupt. Big shorts actively p...
12. π’ bullish @tweet_tj β (933 followers Β· π6 π0 π¬0)
> Revenge of the Memory Jedi $MU $SNDK $DRAM KOSPI HYNIX SAMSUMG all up on Hyperliquid / Korea exchanges. Bears, your fun is over. Prepare to lose your shorts (pun intended) next week. Gracias, and F* you! https://t.co/4gURBsd1Ww
13. π’ bullish @Tickertalk1 β (4,972 followers Β· π3 π0 π¬1)
> @_HalalTrader_ I agree 100%. $MU is back to green next week. We think alike. A meeting of the minds. let's go
14. π’ bullish @labubu_trader β (68,428 followers Β· π5 π0 π¬0)
> finally today's option data of $MU and $SNDK is avialable now, the IV skew is heavily towards the put side and at an ATH level. I think if we bounce next week, the setup will provide automatic buying flow to help the rebounce from the vanna/charm side until opex. https://t.co...
15. π’ bullish @Tickertalk1 β (4,972 followers Β· π2 π0 π¬1)
> $MU $975.56-56.72 (-5.49%) I think, I was right here. Next leg up continues July 6-10. $MU made 28 Billion - net profit last quarterly report. Stay locked in. Everything else is noise. Let's make money together.
16. βͺ neutral @_HalalTrader_ β (11,244 followers Β· π1 π0 π¬1)
> When I saw pods stopping out and FURUs capitulating on $MU today. https://t.co/lI8r2pNhpF
17. π’ bullish @Tickertalk1 β (4,972 followers Β· π1 π0 π¬1)
> $MU - $975.56-$56.72 (-5.49%) 3 times $MU bottomed and went higher since May 2026 May 5- $650 May 26- $850 July 2-$950.28 Patience is a virtue. Stay locked in. Believe in yourself. Time is the markets beats timing the markets. More income than expences. https://t.co/nIm...
18. π΄ bearish @BrianG118u (1,543 followers Β· π1 π0 π¬1)
> $MU 950.25 low today π― Whales loaded the shit out of $MU 900P yesterday Gave the trade and target to subscribers yesterday There is a good chance we open around 910-930 before we start to find a reversal https://t.co/If9gXIp6NK
19. ποΈ spam @Sandeep_astor β (1,515 followers Β· π0 π0 π¬1)
> How to make >100% APR in the funding rate in the $MU stock. 1. @OndoPerps Funding 921% 2. @HyperliquidX Funding 94% Short $MU on Ondo and long the same amount on Hyperliquid to make >200% APR. Plus farm points/rewards for Ondo. https://t.co/lh2mlkPCED
20. βͺ neutral @HighbrowHaze β (1,515 followers Β· π0 π0 π¬1)
> @InvestiBrew @StockSavvyShay @grok explain to him why this is inaccurate and give us the forward PE and PEG ratio of $MU.