Generated: 2026-07-04 02:33
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 7 neutral · 🔴 3 bearish · 🗑️ 1 spam filtered
Influencer share: 58% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @MMMTwealth ✓ (68,412 followers · 👍125 🔁7 💬22)
> Getting my reps in on $AAOI at $120. Just like I did with $CRDO at ~$100 Or $LMND ~$30 Or $OUST ~$23 Let me throw this data out there for you: Compute performance has improved ~60,000x over the last 20 years. Electrical interconnect bandwidth has grown 30x over that sa...
2. ⚪ neutral @TheBigBerbowski ✓ (13,956 followers · 👍46 🔁0 💬30)
> Hello friends, Since June I started posting substack articles on twitter. The reception has been great and definitely planning to continue sharing my work here. So far, I covered four companies: $CRDO $AAOI $PENG and $KXIAY. What would you like to see next? I prefer dc...
3. 🟢 bullish @MMatters22596 ✓ (68,198 followers · 👍43 🔁7 💬11)
> The best pureplay for AI-Connectivity. $CRDO Let me break it down: Credo has a near monopoly on Copper-AEC's, which are extremely important for data transfer across AI-Clusters. - Highest connection speed - Lowest energy cost - No errors (ZeroFlap) Every single Data-cent...
4. 🔴 bearish @Brownmoose ✓ (20,988 followers · 👍26 🔁2 💬17)
> $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
5. 🟢 bullish @saso_capital ✓ (7,933 followers · 👍59 🔁3 💬4)
> Good buys right now: $CRDO $QCOM $ON $AMBA $NBIS Excellent companies with real tailwinds.
6. 🗑️ spam @joinautopilot ✓ (220,421 followers · 👍36 🔁2 💬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
7. ⚪ neutral @TheBigBerbowski ✓ (13,956 followers · 👍37 🔁4 💬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...
8. ⚪ neutral @saso_capital ✓ (7,933 followers · 👍31 🔁0 💬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
9. 🟢 bullish @StonkChris ✓ (41,124 followers · 👍23 🔁0 💬7)
> We want $300+ $CRDO 📈
10. 🟢 bullish @mmonis ✓ (14,849 followers · 👍12 🔁1 💬4)
> Added $CRDO at 253
11. 🔴 bearish @tgeissinger ✓ (1,372 followers · 👍22 🔁1 💬0)
> Semiconductors are extending their pullback for a second straight day: • $LITE -9% • $CRDO -8% • $ARM -7% • $MU -6% • $AMD-6% • $INTC -5% • $ASML -5% • $AAOI -17% • $SNDK -14% • $KLAC -13% • $AMKR -12% • $MRVL -10% • $COHR -10%
12. ⚪ neutral @MikeZaccardi ✓ (74,856 followers · 👍14 🔁1 💬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. 🔴 bearish @Para_Capital ✓ (1,634 followers · 👍6 🔁0 💬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. Oopsie…
14. 🟢 bullish @au_xbt ✓ (19,232 followers · 👍11 🔁0 💬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...
15. 🟢 bullish @cvotrades ✓ (14,817 followers · 👍7 🔁1 💬1)
> $CRDO its time for new aths
16. ⚪ neutral @JonkooTrades ✓ (6,432 followers · 👍6 🔁0 💬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 ...
17. ⚪ neutral @Kinfo ✓ (10,234 followers · 👍3 🔁1 💬1)
> Our top 10 monthly traders' 10 most-traded tickers yesterday. Were you in any of these? $CLRO $CRDO $INTC $SDOT $NBIS $SIVE $RKLB $MU $USDE $CWD https://t.co/yT9blXig98
18. 🟢 bullish @MoMoMacro ✓ (5,510 followers · 👍2 🔁0 💬2)
> Would you have held $CRDO through that May 8 entry at $188.50? Because it's at $241.91 now, +28% from the Silicon Photonics call. Credo builds high-speed connectivity solutions for optical Ethernet and PCIe, basically the plumbing that keeps AI clusters from choking on data ...
19. 🟢 bullish @TeamQuantAI (6,844 followers · 👍4 🔁2 💬0)
> 10 percent profit without leverage done $crdo Tradfi is giving us money for now At Futureman data hub https://t.co/wxFJOYwSP8
20. ⚪ neutral @glocalinvestor ✓ (2,449 followers · 👍7 🔁0 💬0)
> Market can be scared easily This sell off of Neoclouds can be a healthy profit booking and allow opportunity for people who completely missed it. Good entry points. Short / Mid term volatility is here to stay. So not buying the dips yet. 🗣️Long $NBIS $CRDO $AAOI
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.64) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 8 neutral · 🔴 2 bearish · 🗑️ 1 spam filtered
Influencer share: 26% (accounts > 10K followers) · Retail share: 21% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @StockSavvyShay ✓ (426,472 followers · 👍902 🔁76 💬64)
> $META is reportedly in talks with Samsung Foundry on a $6.5B deal to manufacture its third generation MTIA AI chips. The chips would be built on Samsung’s 2nm process marking a shift from $TSM for Meta’s latest in house AI accelerator. https://t.co/QHiAtE9HiG
2. 🟢 bullish @pequityresearch ✓ (26,074 followers · 👍86 🔁18 💬5)
> Goldman Sachs: TSMC $TSM > N3 (3nm) Capacity: Revised upward to 200kwpm by end-2027E (vs. 190kwpm prior) as N3 becomes the primary bottleneck for AI GPUs and ASICs following node migrations. > N2 (2nm) Capacity: Revised upward to 140kwpm by end-2027E (vs. 130kwpm prior). N2 ...
3. 🟢 bullish @LukeSimpleDiv ✓ (2,226 followers · 👍67 🔁2 💬11)
> 4 stocks Super -Investors are buying 👇🏻 1. Taiwan Semiconductor $TSM https://t.co/FMuoV1OOM3
4. ⚪ neutral @Sam_Badawi ✓ (50,723 followers · 👍29 🔁2 💬18)
> $META is reportedly moving deeper into custom silicon, with talks for Samsung Foundry $SSNLF to build next-gen MTIA AI chips in a deal that could be worth over $6.5B. The chips are expected to use Samsung’s 2nm process. I don’t think this is bearish for $TSM by any means, it ...
5. 🟢 bullish @MikeLongTerm ✓ (25,791 followers · 👍33 🔁0 💬1)
> $AMD $NVDA $TSM $AVGO $SOXX 2 days selloff, and AI bear already concluded the end. Money will follow fundamental. If the other sectors and stocks do well, they will be rewarded. At massive size like these above, they grow 30-70%. @AMD will soon to grow 3 digits. 3 year...
6. 🟢 bullish @toptraders0x ✓ (7,795 followers · 👍18 🔁5 💬2)
> Top Traders Team Personal Ranking 🏆 ✅ 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...
7. 🔴 bearish @BTCoptioneer ✓ (3,835 followers · 👍4 🔁0 💬2)
> @StockSavvyShay Watch $TSM sell off like crazy for no reason
8. 🟢 bullish @allday_stocks ✓ (4,787 followers · 👍5 🔁0 💬1)
> Despite U.S. Markets Being Closed, AI & Semiconductor Stocks Rallied Across Europe Today • $ASML +6.0% • $IREN +5.25% • $TSM +2.6% • $ABVX +11.2% • $NVTS +3.2% • $NBIS +4.7% • $SNDK +6.6% • $AAOI +5.6% • $MU +5.0%
9. ⚪ neutral @tgeissinger ✓ (1,372 followers · 👍8 🔁0 💬0)
> $META is reportedly in talks with Samsung Foundry on a $6.5B deal to manufacture its third generation MTIA AI chips. The chips would be built on Samsung’s 2nm process marking a shift from $TSM for Meta’s latest in house AI accelerator. https://t.co/WoJWj8tVP3
10. 🟢 bullish @jimmy_yoasobi ✓ (2,194 followers · 👍6 🔁0 💬0)
> 7/7 Simple takeaway: TSMC is no longer only a node-scaling story. It is becoming a system-scaling platform for AI. Process scaling improves the transistor. CoWoS / SoW scale the package. HBM integration feeds compute. COUPE / CPO attacks data movement. That is why $TSM's m...
11. ⚪ neutral @jimmyinvest ✓ (1,464 followers · 👍2 🔁0 💬1)
> @TacticzH There is a reason why $ASML and $TSM do not raise prices indefinitely, and it isn't because they can't.
12. 🟢 bullish @LukeSimpleDiv ✓ (2,226 followers · 👍2 🔁0 💬1)
> @unbearablechart I’m still bullish on $TSM I think it has more upside from here at least to $380-400. But the good gains are gone imo I did buy it last year and I’m happy about it, unfortunately it’s quite a small position in the current portfolio
13. ⚪ neutral @Jacob_Osiason ✓ (1,027 followers · 👍5 🔁0 💬0)
> @LEAPTRADER_ None at these levels - but on a dip (atleast -30-40% from ATHs), $TSM & $DRAM
14. 🟢 bullish @ThematicTrader ✓ (13,217 followers · 👍1 🔁0 💬1)
> By no means am I screaming buy buy buy. Let's use your $63 - $75 in EPS. If memory makers were looked at like a $TSM, as a necessary AI enabler that customers could not easily switch from and have strong, stable margins where earnings growth is largely driven through more vo...
15. ⚪ neutral @im_ArpanB ✓ (711 followers · 👍0 🔁2 💬0)
> 🧠 THEMATIC STOCK TRACKER \| AI COMPUTE SEMIS \| JUL 3, 2026 👀 AI compute semis remain under pressure overall. 🟢 Strongest: $ALAB • $ARM 🟡 Weak / Holding Up: $TSM • $INTC • $MRVL 🔴 Weakest: $AMD • $QCOM • $AVGO 👀 Which semiconductor name are you watching most closely?
16. 🗑️ spam @money_mindset69 (1,904 followers · 👍1 🔁0 💬1)
> LATEST UPDATE: They don't want you to track Pedo Trump's corrupt stock trades because they don't want you to be rich so here's what you should be buying right now: $SOFI $MU $TSM bitcoin:native Thank me later. #FridayVibes
17. ⚪ neutral @financespotnews ✓ (2,284 followers · 👍4 🔁0 💬0)
> Meta ( $META ) is reportedly in advanced talks with Samsung Foundry for a $6.5 billion deal to manufacture its third-generation MTIA AI chips. The chips would be produced on Samsung’s 2nm process, marking a major shift away from TSMC ( $TSM ) for Meta’s latest in-house AI acc...
18. 🔴 bearish @FlippieFinance ✓ (3,459 followers · 👍1 🔁0 💬1)
> @glocalinvestor Not good news for $TSM
19. ⚪ neutral @jtourzan ✓ (5,957 followers · 👍1 🔁0 💬1)
> I like asml too. Have it in daughter’s 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 won’t end until Samsung spends that $100...
20. 🟢 bullish @themissinglinks ✓ (3,795 followers · 👍2 🔁0 💬0)
> The range for trading memory stocks is just amazing both long and short. We Btfd for a trade on $MU thurs 950s. Samsung and Kioxia Thursday night. RR was just too good. Will take some profits into strength next week. $TSM agree on it my fav semi on weakness to add. just hodl i...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 7 neutral · 🔴 3 bearish · 🗑️ 1 spam filtered
Influencer share: 37% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 11%
1. ⚪ neutral @MarcosMillaYT ✓ (13,568 followers · 👍30 🔁0 💬13)
> Why didn’t Michael Burry short… 1) Sandisk $SNDK or SK Hynix … But he shorted Micron $MU …
2. 🟢 bullish @DollarCostAvg ✓ (33,340 followers · 👍41 🔁4 💬0)
> $MU $DRAM Memory just getting started👀 Bernstein’s latest forecasts are eye opening: ✅ DRAM gross margin projected to exceed 90% in 2026 and remain above 92% into 2H26. ✅ Revenue expected to keep accelerating through 2027. ✅ DRAM ASPs continue rising while production costs...
3. 🟢 bullish @_HalalTrader_ ✓ (11,277 followers · 👍28 🔁0 💬3)
> $MU bears on Monday going to their therapist - https://t.co/2qpoZP5dV9
4. ⚪ neutral @fammetaX ✓ (6,647 followers · 👍9 🔁2 💬2)
> $MU DOWN 14% THIS WEEK. TRUMP SAYS BUY, BURRY SAYS SHORT. YOU TRUSTING THE PRESIDENT OR THE GUY WHO CALLED ’08? https://t.co/hq11Sr5lTp
5. 🟢 bullish @athuinvests ✓ (11,580 followers · 👍11 🔁0 💬1)
> $MU to $3T is the easiest thing I’ve seen in my entire investing journey, so far. They’ll still be undervalued then. Michael Beary is being silly. Bought $MU dip today through a non-US exchange. Bought $INTC and $MRVL as well. Small positions, for now. Couldn’t wait until...
6. 🟢 bullish @Micro2Macr0 ✓ (113,777 followers · 👍10 🔁0 💬1)
> We aren't slowing down. $MU $DRAM
7. 🟢 bullish @hassyswings ✓ (734 followers · 👍8 🔁1 💬1)
> $MU This is the leader for many of our companies that sold off. We are approaching the daily EMA 9, a level we have only dropped below once this year follow by instant recovery Huge week coming for $MU and others within that sector. $AMD $INTC $NBIS $APLD will all follow...
8. ⚪ neutral @itsjcmerlo ✓ (3,914 followers · 👍7 🔁0 💬1)
> American Memory Making American Memories I for one am ready, are $MU ?
9. 🟢 bullish @drp825_ ✓ (5,852 followers · 👍7 🔁0 💬1)
> Monday $MU $DRAM 🤑
10. 🟢 bullish @seer_xyz ✓ (5,062 followers · 👍2 🔁0 💬2)
> $MU GEX path indicates a reclaim of $1000 seems to be the most likely scenario. https://t.co/zVgyFC8epo
11. 🟢 bullish @StockMCatalysts ✓ (5,786 followers · 👍2 🔁1 💬1)
> Tech stocks are ripping this weekend on hyper liquid 🚀 $MRVL +5% $MU +4% $SNDK +3.2% $NVDA +1% $NBIS +4% $NOK +2% $DRAM +5% $TSLA +1%
12. ⚪ neutral @ronjonbSaaS ✓ (21,279 followers · 👍6 🔁0 💬0)
> ✅ Micron $MU and SanDisk $SNDK produce roughly the same amount of NAND flash memory. ✅ Latest Market Share Data (Q1 2026) according to Counterpoint Research’s Global NAND Memory Market Share report (June 2026). ✅ My $MU position is roughly 2.5x my SanDisk position. https://...
13. 🔴 bearish @dissectmarkets (9,283 followers · 👍1 🔁1 💬1)
> @ekmokaya The people who bet on Cape Verde from begging are already making more $ than $MU investors That’s how insane it is
14. ⚪ neutral @InvestingAddict ✓ (6,904 followers · 👍2 🔁0 💬1)
> @WheelieInvestor A $MU share
15. ⚪ neutral @7wtc (520 followers · 👍2 🔁0 💬1)
> @Mindwbw @daesr1 @Crypto_Doug Was it Mchael Burry ? lol 🤣 He just shorted Micron too $MU
16. 🔴 bearish @MacroAlphaHQ ✓ (5,770 followers · 👍1 🔁0 💬1)
> The timeline is entirely convinced they are buying an infinite AI volume revolution with $MU. Retail sees those $2,000 price targets and assumes Micron is shipping chips by the absolute boatload. They are completely misreading the tape. Look at the actual mechanics of the mem...
17. ⚪ neutral @FedProm ✓ (25,111 followers · 👍2 🔁1 💬0)
> Drug money & $MU
18. 🔴 bearish @LongGameEquity ✓ (4,738 followers · 👍1 🔁0 💬1)
> @FindleysFinance History that leads to a 80% crash! When $MU cheap the closer the cycle is to ending historically
19. 🟢 bullish @DividendsFrom ✓ (8,303 followers · 👍1 🔁0 💬1)
> $MU 22x is trailing PE. FPE is like 7. PEG is like 0.08 or something. Best fundamentals of any stock. Visibility through 2027 into 2028 already. Long term contracts. CEO stated “multi decade” run will start when physical AI (robots) ramp up. The Memory run is FAR from over....
20. 🗑️ spam @ohiain ✓ (43,108 followers · 👍4 🔁0 💬0)
> @NickSchmidt Don’t give any attention to the negativity. Great trade Nick! Now let’s find the next $MU.