Generated: 2026-07-05 02:44
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.80) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 9 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @CKCapitalxx ✓ (78,847 followers · 👍216 🔁17 💬10)
> $CRDO Is genuinely growing at a insane rate. They did $193 million in revenue in fiscal 2024. $437 million in 2025. $1.34 billion in 2026. And just guided fiscal 2027 to over 80% growth, roughly $2.4 billion. That is a company 12x-ing in four years. The numbers get crazie...
2. ⚪ neutral @MMMTwealth ✓ (68,502 followers · 👍142 🔁10 💬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...
3. ⚪ neutral @TheBigBerbowski ✓ (14,199 followers · 👍57 🔁0 💬34)
> 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...
4. 🟢 bullish @MMatters22596 ✓ (68,341 followers · 👍63 🔁10 💬13)
> 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...
5. 🟢 bullish @saso_capital ✓ (7,956 followers · 👍61 🔁3 💬4)
> Good buys right now: $CRDO $QCOM $ON $AMBA $NBIS Excellent companies with real tailwinds.
6. 🟢 bullish @enrichtrades ✓ (32,104 followers · 👍34 🔁2 💬6)
> $CRDO has quietly become one of the strongest AI infrastructure names. • +200%+ over the past year • ~$1B+ in cash with no meaningful debt • Gross margins around 60%+ • Revenue growth still running well above 100% YoY The fundamentals continue catching up to the chart. Stro...
7. ⚪ neutral @TheBigBerbowski ✓ (14,199 followers · 👍38 🔁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. 🗑️ spam @joinautopilot ✓ (220,439 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
9. ⚪ neutral @chiptomunk ✓ (2,937 followers · 👍14 🔁0 💬5)
> The companies at each layer of the interconnect bottleneck. Switch ASICS $AVGO AEC $CRDO Optical DSP $MRVL Laser / chip $LITE $COHR Module assembly / InP $AAOI $FN Gross margins, in the same order, per SEC filings: 77% > 68% > 59% > 48% > 12%.
10. 🔴 bearish @Para_Capital ✓ (1,636 followers · 👍7 🔁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…
11. ⚪ neutral @Kinfo ✓ (10,246 followers · 👍6 🔁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
12. 🟢 bullish @saso_capital ✓ (7,956 followers · 👍5 🔁0 💬2)
> @crux_capital_ $CRDO and chill for me.
13. 🟢 bullish @MoMoMacro ✓ (5,521 followers · 👍3 🔁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 ...
14. ⚪ neutral @alexkoh ✓ (5,115 followers · 👍2 🔁1 💬1)
> New piece is live. The AI stack sold off hard this week. $CRDO, $MU, the semiconductors, the neo-clouds all took it on the chin. Yet the broad market barely moved. So is this a real thesis break, or just a price reset? I put the data under the microscope. My read: rotation,...
15. ⚪ neutral @glocalinvestor ✓ (2,651 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
16. ⚪ neutral @glocalinvestor ✓ (2,651 followers · 👍3 🔁0 💬1)
> @crux_capital_ Find $CRDO and $AAOI very interesting
17. 🟢 bullish @chiptomunk ✓ (2,937 followers · 👍3 🔁0 💬1)
> @Edge_Bolt He sold $1M. That’s 2 logs or less than 1% compared to $400M Roberts brothers RSU. And $CRDO is at least 10x better than $IREN so no. Not worried. Good to bring up though!
18. ⚪ neutral @chiptomunk ✓ (2,937 followers · 👍2 🔁0 💬1)
> @otium33 $CRDO is $40B market cap and significantly smaller. Overall, $AVGO is better.
19. 🟢 bullish @cvotrades ✓ (14,818 followers · 👍2 🔁0 💬1)
> @scott32061303 $ALAB $CRDO $SIVE/SIVEF $MRVL $NVDA $MU $AAOI I think will outperform majority
20. 🟢 bullish @Lupen3Harmonics ✓ (515 followers · 👍1 🔁0 💬1)
> @GFlowCapital I still think $CRDO is the easiest play in the market rn
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (5 directional posts)
Distribution (20 posts): 🟢 5 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 11 spam filtered
Influencer share: 22% (accounts > 10K followers) · Retail share: 44% (< 2K) · Rocket emoji rate: 11%
1. ⚪ neutral @aincomeinvestor ✓ (16,957 followers · 👍72 🔁2 💬10)
> $BLOX is down 19% in the past month. Here's the 1-month return of its Top 10 holdings: $TSM: +0.82% ($26M) $NGHT: +0.06% ($25M) $HUT: -22% ($24M) $RIOT: -16.60% ($23M) $CIFR: -19.8% ($21M) $BHDG: +0.42% ($21M) $HODL: -2.8% ($20M) $GLXY: -10.6% ($18M) $FBTC: -2.6% ($17M) $NV...
2. 🗑️ spam @traderstewie ✓ (462,078 followers · 👍60 🔁1 💬3)
> AOT Top Pick Strategy YTD +52.44% Week 26 Top Pick: $TSM +2.52% (Buy On Open order entry) 2025 Returns: +10.19% 2024 Returns: +37.46% 2023 Returns: +131.86% 2022 Returns: +115.74% More Details: https://t.co/PNxyKwkZPw https://t.co/HrNcYNlRf9
3. 🟢 bullish @kellangrenier ✓ (3,576 followers · 👍21 🔁1 💬7)
> Say whatever you want about the "Besties" - they're 100% correct on this. At least one of them has a massive audience at the primary regulator (White House) Best of luck to the $NVDA / $TSM / $AVGO funding shorts. You're about to get butchered & hung in the town square. h...
4. ⚪ neutral @regardingsemi ✓ (39,558 followers · 👍8 🔁0 💬1)
> $TSM faces a reported challenge to its sole-source position for Meta’s AI chips, with Meta preparing a potential $6.5 billion order for Samsung. The reported order would put Samsung into a role currently held by Taiwan Semiconductor as Meta’s contract manufacturer for the chi...
5. 🟢 bullish @TheAIShrink ✓ (1,830 followers · 👍1 🔁1 💬0)
> Patient: I missed the entire AI rally me: did you buy the company that makes literally every AI chip on earth patient: which one? me: $TSM. we have work to do
6. 🟢 bullish @ianmirikwa (1,736 followers · 👍2 🔁0 💬0)
> Don't tell them that losing is part of your plan...!! $SPCX $MU $TSM $META $SNDK .... THE CORRECTION IS NOT THE END...!! WATCHING THE DIPS CLOSELY...!! $975 for MICRON is the best discount.... SANDISK at $1,745 is the best discounted price. Good luck investors. https://t...
7. 🟢 bullish @kellangrenier ✓ (3,576 followers · 👍1 🔁0 💬0)
> PS - all of this is incomprehensibly bullish for $TSM - which is probably why you see every high-signal 13F from @DavidTepper5 to @altcap to @whalerock to @plaffont to Chase Coleman to even @leopoldasch (I think) as net adds What say ye @GavinSBaker?
8. 🟢 bullish @EmmanuelInvest ✓ (2,431 followers · 👍1 🔁0 💬0)
> 📊 Top 10 Public Semiconductor Companies by Revenue (TTM) 🥇 Samsung — $235.7B 🥈 $NVDA — $215.9B 🥉 $TSM — $121.9B 4️⃣ SK Hynix — $68.7B 5️⃣ $AVGO — $68.3B 6️⃣ $MU — $58.1B 7️⃣ $INTC — $53.8B 8️⃣ $QCOM — $44.5B 9️⃣ $ASML — $39.5B 🔟 $AMD — $34.6B 🚀 The AI semiconductor boom is dr...
9. 🗑️ spam @DaisyMarsden1 (917 followers · 👍0 🔁0 💬0)
> AOT's best picks are up 52.44% so far this year 📈 Week 26 pick: $TSM climbed 2.52% (Buy at market open) Returns breakdown: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% More here: https://t.co/FsdA63Wz4m https://t.co/rG8kbdeEiI
10. 🗑️ spam @flower_lari (841 followers · 👍0 🔁0 💬0)
> AOT Top Pick Strategy is up +52.44% this year so far. Week 26 pick: $TSM gained +2.52% (Buy on open order entry) Returns by year: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% More info here: https://t.co/UfYlQ6rywJ https://t.co/HvnUcTb0xi
11. 🗑️ spam @niainsyirah (514 followers · 👍0 🔁0 💬0)
> AOT's top picks are up +52.44% since the start of the year. Week 26 pick: $TSM climbed 2.52% (buy at market open). Returns by year: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% More here: https://t.co/thcgp0ivSg https://t.co/rnfkAhVbCP
12. 🗑️ spam @longshotventure (590 followers · 👍0 🔁0 💬0)
> AOT Top Pick Strategy is up +52.44% so far this year 📈 Week 26's pick: $TSM gained +2.52% (Buy at market open) 2025 return: +10.19% 2024 return: +37.46% 2023 return: +131.86% 2022 return: +115.74% More details here: https://t.co/KqiyeOaNcQ https://t.co/yaL4MCBLiG
13. 🗑️ spam @bethanymchenry2 (579 followers · 👍0 🔁0 💬0)
> AOT Top Pick strategy is up +52.44% YTD 💪 Week 26 pick: $TSM gained +2.52% (using Buy On Open) 🚀 Yearly returns: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% More info at the link below: https://t.co/W8OpG6tMO7
14. 🗑️ spam @estersiillva (505 followers · 👍0 🔁0 💬0)
> AOT Top Pick Strategy is up +52.44% this year 📈 Week 26 pick: $TSM gained +2.52% (Trade placed at open) Past performance: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% Check more here: https://t.co/jSAJAam2bH https://t.co/T3hneuA1dy
15. 🗑️ spam @herblove0407 (898 followers · 👍0 🔁0 💬0)
> Our AOT top pick strategy is up +52.44% so far this year 🔥 This week’s pick is $TSM, gaining +2.52% (buy on open order entry) 2025 returns: +10.19% 2024 returns: +37.46% 2023 returns: +131.86% 2022 returns: +115.74% More here: https://t.co/CjogrdyGPO https://t.co/fmNEMOqJHI
16. 🗑️ spam @princesskarenx (969 followers · 👍0 🔁0 💬0)
> AOT Top Pick Strategy is up +52.44% so far this year 📈 Week 26 pick: $TSM gained +2.52% (entered at market open) Returns by year: 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% More info: https://t.co/rJdjXhLIhm https://t.co/J5SeSx5abV
17. 🗑️ spam @ninalawer (649 followers · 👍0 🔁0 💬0)
> AOT Top Pick Strategy already up +52.44% this year 📈 Week 26 pick $TSM gained +2.52% 🚀 (Buy on open) 2025: +10.19% 2024: +37.46% 2023: +131.86% 2022: +115.74% Check the full details: https://t.co/PF8hQdesP7 https://t.co/DY7upnxcd0
18. ⚪ neutral @MuzafferKal_ ✓ (1,773 followers · 👍0 🔁0 💬0)
> $tsm monthly N2 wafer rate is around 100k wpm. $intc needs to pick up the pace.
19. 🗑️ spam @WealthBranch ✓ (2,260 followers · 👍0 🔁0 💬0)
> $TSM Taiwan Semiconductor Manufacturing Company Limited is sparking chat today. Dive into our LEAF analysis and AI predictions for swing traders. Need more ticker tips? Get our app. #TSM https://t.co/8oZT8pdBFm
20. ⚪ neutral @BuyZecNeverSell ✓ (1,112 followers · 👍0 🔁0 💬0)
> @TradexWhisperer $TSM is the final boss of AI bottlenecks
Sentiment: 🟢🟢🟢⚪⚪ Lean bullish (score +0.20) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 7 neutral · 🔴 4 bearish · 🗑️ 3 spam filtered
Influencer share: 41% (accounts > 10K followers) · Retail share: 47% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @DollarCostAvg ✓ (33,506 followers · 👍261 🔁9 💬17)
> 🚨: Just In $MU $DRAM $DRAM now above $65 on Hyperliquid, up 8–9%. Bears in shambles. https://t.co/T2mHVSOZJO
2. ⚪ neutral @Gubloinvestor ✓ (51,596 followers · 👍48 🔁0 💬6)
> 23 hours and you will be trading $MU.
3. 🟢 bullish @JEFETRADES ✓ (38,274 followers · 👍41 🔁4 💬5)
> THE PRICE JUST DOUBLED FOR DATACENTERS🛑 Jensen Huang CEO of $NVDA just came out and said the prices of building out 1 GW of Compute has doubled from 50Billion to now over 100Billion dollars... Does this create more stress or justify $MU and memory stocks to NEW ATH👇 https://...
4. 🗑️ spam @athuinvests ✓ (11,609 followers · 👍17 🔁1 💬2)
> $INTC $MU $AAOI $BRUN $AMKR Chips. Memory. Photonics. Cloud. OSAT. Trust me, dear. 😉
5. ⚪ neutral @itsjcmerlo ✓ (4,186 followers · 👍7 🔁1 💬3)
> $MU POLL I WANT TO SEE SOMETHING ON MONDAY WHAT IS YOUR TAKE FOR MICRON CLOSE EOD
6. 🟢 bullish @ronjonbSaaS ✓ (21,304 followers · 👍10 🔁0 💬2)
> Does this benefit any other companies apart from $MU and $SNDK ? I’m sticking with my targets 🎯 ✅ $MU > $2000 ✅ $SNDK > $2200
7. 🔴 bearish @Jacob_Osiason ✓ (1,031 followers · 👍0 🔁1 💬0)
> Hell no not at these level levels- you are a fantastic position of cash, stay in in that position until at least a 30% draw down, then DCA into $SMH if that's your pick. People are rushing to buy equities at these levels blows my mind, for comparison, have $MU @ $66.50 & $NVD...
8. ⚪ neutral @Granddadscrooge ✓ (1,922 followers · 👍1 🔁0 💬0)
> @jonnajarian @RedDogT3 $mu I’m seeing Monday options for $Mu starting on 13 july. Great idea.
9. 🗑️ spam @cryptomoneyeh ✓ (655 followers · 👍0 🔁0 💬0)
> $MU keep an eye on $LHSW 🔥
10. 🟢 bullish @gulVasikova ✓ (1,836 followers · 👍0 🔁0 💬0)
> $MU At first glance, this looks like a story about Micron expanding another semiconductor factory. I think it’s really a story about the global race to secure AI memory. Everyone talks about AI chips, but AI can’t scale without memory. High Bandwidth Memory (HBM) has become...
11. 🟢 bullish @HunterAllen4 ✓ (16,246 followers · 👍0 🔁0 💬0)
> @fammetaX $MU to 2000 by Halloween bet NOTED https://t.co/FGIXDtHDk3
12. 🔴 bearish @geoffreykarren (1,572 followers · 👍0 🔁0 💬0)
> @Mapago9 The 200d is ~450, which is also where the parabolic breakout started. In my experience, parabolic moves typically retrace to the breakout level. $MU https://t.co/Sb8dr7ktFM
13. 🔴 bearish @MsVeilMoney ✓ (1,877 followers · 👍0 🔁0 💬0)
> @JUST_KAWS Waiting for $MU to below $800.
14. ⚪ neutral @cashflowyield ✓ (828 followers · 👍0 🔁0 💬0)
> @DJTRadar Micron is in the list too $MU
15. 🟢 bullish @SkipperDoodle3 (804 followers · 👍0 🔁0 💬0)
> @ColesTrades Easily $MU and like $SNDK again
16. ⚪ neutral @Gubloincvestor (22,946 followers · 👍0 🔁0 💬0)
> 23 hours and you will be trading $MU.
17. ⚪ neutral @Gudloinvestor (21,529 followers · 👍0 🔁0 💬0)
> 23 hours and you will be trading $MU.
18. ⚪ neutral @SmallCapBob2 (7,720 followers · 👍0 🔁0 💬0)
> The #InverseTrump Taco 🌮 has now replaced @CramerTracker $MU
19. 🔴 bearish @cricket_fundas ✓ (1,989 followers · 👍0 🔁0 💬0)
> Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally https://t.co/s0p4gvOO7f $MU #Semiconductors #MemoryChips #AIInfrastructure #NASDAQ #SanDisk #AppliedMaterials #ChipStocks #TechStocks
20. 🗑️ spam @Oh_Neega (823 followers · 👍0 🔁0 💬0)
> TWI best plays of the week ⚡️ @spacemnke $SPX 7485P up 500% ⚡️ @tradersarangc $CRWV 83P up 316% ☢️ @TradewithTC $MU 1000P up 265% 🚀 @TradewithTC $TSLA 427.5C up 200% 🔥 https://t.co/SoVrCxq59Q