Generated: 2026-07-06 02:48
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 8 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @CKCapitalxx ✓ (78,967 followers · 👍326 🔁31 💬15)
> $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 ✓ (68,542 followers · 👍132 🔁12 💬5)
> Here's the $INTC CEO on photonics: "Look at Jensen, he invests in almost every company that's photonic." I'm convinced everyone knows this. But I'm not convinced everyone fully appreciates the photonic opportunity / TAM ahead still. -> $AAOI -> $CRDO -> $NOK Clip fro...
3. ⚪ neutral @TheBigBerbowski ✓ (14,312 followers · 👍58 🔁0 💬37)
> 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 @enrichtrades ✓ (32,135 followers · 👍77 🔁9 💬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...
5. 🟢 bullish @FlippieFinance ✓ (3,603 followers · 👍24 🔁1 💬11)
> POV: You realize what $20k a year ago would be worth today: - $20k in $AAOI → ~$190k - $20k in $MXL → ~$140k - $20k in $CRDO → ~$70k $60k → ~$400k in twelve months. https://t.co/CDdBnGvjcB
6. ⚪ neutral @GIMastery ✓ (1,280 followers · 👍30 🔁1 💬3)
> Monthly portfolio summary video is released! 🚀🚀 Results: +62% YTD, +745% since 2024 https://t.co/dWx4EFwpHx $ALAB $CRDO $APP $SIMO $KLIC $MU $PTRN $IREN $RDDT $FIGR $COHU $LIFE $ACMR $HNGE $IMOS $ALGM $TOYO
7. 🟢 bullish @spluscollective ✓ (12,503 followers · 👍28 🔁1 💬1)
> Idea #2: $CRDO Yes, the purple cable company. With a firm stop at 230(no-exceptions), this is such a high R/R idea. Although Fridays close was slightly weaker with market, weekly setup is perfectly intact. PT: 300+ https://t.co/1TVgqf0SwO
8. 🟢 bullish @JonahLupton ✓ (551,995 followers · 👍24 🔁2 💬1)
> 100% accurate… I love names like $CRDO $ALAB $AAOI $NBIS etc but very hard to properly hedge them… if I was running a market neutral fund at a pod shop it would be hard to own them… thankfully I run a fund with a great LP base that is focused on compounding the best returns ov...
9. ⚪ neutral @chiptomunk ✓ (2,944 followers · 👍16 🔁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. 🟢 bullish @saso_capital ✓ (7,987 followers · 👍25 🔁1 💬0)
> With @SemiAnalysis_ news today, read the quoted tweet! $CRDO is best positioned for either a CPO delay or not.
11. 🟢 bullish @au_xbt ✓ (19,330 followers · 👍14 🔁0 💬3)
> This is very bullish for $CRDO . By the way, many of the market makers in optical stocks are based in Shanghai, China. That should help explain why $AAOI sold off so brutally. It wasn't just the SemiAnalysis report.
12. ⚪ neutral @Kinfo ✓ (10,257 followers · 👍7 🔁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
13. 🟢 bullish @joinyellowbrick ✓ (30,040 followers · 👍9 🔁0 💬0)
> Still 50% upside for Credo $CRDO to the 2028 price target that @snikhs2 set in their pitch last year Up 160% in just over 1y https://t.co/d2DfeMKXpn
14. 🟢 bullish @chiptomunk ✓ (2,944 followers · 👍2 🔁0 💬2)
> @valerijatrades1 I am 99% $CRDO for now.
15. 🟢 bullish @JonkooTrades ✓ (6,463 followers · 👍4 🔁0 💬1)
> @CKCapitalxx $CRDO or $NBIS to $1000 first? I think $CRDO
16. ⚪ neutral @alexkoh ✓ (5,116 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,...
17. 🟢 bullish @saso_capital ✓ (7,987 followers · 👍3 🔁0 💬1)
> @CKCapitalxx @babyfolio If $CRDO goes down, its a buying opportunity IMO
18. ⚪ neutral @fundmyfund ✓ (12,772 followers · 👍5 🔁0 💬0)
> $SIMO $CRDO names less popular on fintwit but have been in at times the past half year Griftel is there $INTC as is the algos favorite name from last week $OUST
19. 🟢 bullish @middatyildiz ✓ (1,258 followers · 👍2 🔁0 💬1)
> @CKCapitalxx $CRDO is a takeover candidate.
20. ⚪ neutral @alexkoh ✓ (5,116 followers · 👍0 🔁1 💬1)
> Everyone was screaming "crash" this week. Then I looked at the VIX: 17.11. Below the 20 line I treat as the panic threshold. A real break puts the VIX at 24-25 with the whole market bleeding. Instead? SPY down 0.7% while $CRDO fell nearly 9%. That's not panic. That's one cr...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.85) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 7 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 65% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @TrendSpider (666,926 followers · 👍266 🔁16 💬29)
> 2030 revenue projection (analysts / underwriters) Amazon $AMZN: $1.15T TSMC $TSM: $300B SpaceX $SPCX: $330B - $474B https://t.co/DqtrFPYRqG
2. ⚪ neutral @tgeissinger ✓ (1,433 followers · 👍65 🔁10 💬0)
> Wall Street's most optimistic price targets for hot stocks AI Hardware • $NVDA $350 (+80%) • $TSM $550 (+31%) • $ASML $2,100 (+21%) • $MU $1,400 (+61%) Space • $RKLB $150 (+50%) • $ASTS $95 (+35%) • $PL $40 (+48%) • $LUNR $25 (+67%) Quantum • $IONQ $65 (+18%) • $RGTI ...
3. ⚪ neutral @StockOptionCole ✓ (33,771 followers · 👍53 🔁1 💬3)
> AI infrastructure spending isn't slowing down anytime soon $NVDA $TSM $AVGO $MU $NBIS $APLD
4. 🟢 bullish @treasureh8nter ✓ (2,422 followers · 👍34 🔁0 💬7)
> Notice how in this report from https://t.co/QiknE5g489 that it is in fact $INTC Intel’s 14A that needs to “CATCH UP” with $TSM N2/A14 and Samsungs SF2Z process 😉 ETNEWS agrees with DIGITIMES that Intel is extremely short on time and delayed with 14A compared to TSMC and Samsu...
5. ⚪ neutral @QC_Capitals ✓ (4,586 followers · 👍17 🔁0 💬11)
> Which AI stock has the biggest future? $AMD $AVGO $TSM $ARM $ORCL $SNOW $PLTR $CRWD $IONQ $SOUN
6. 🟢 bullish @MikeLongTerm ✓ (25,811 followers · 👍42 🔁4 💬0)
> $AMD\| $TSM approving $20B investment in TSMC ARIZONA CORPORATION in the US to build a 12-inch wafer fab and advanced packaging plant.(this is part of $440B cumulative investment in the US) TSMC still has 16 fabs planned or under construction in Taiwan, so Taiwan's production...
7. 🟢 bullish @HyperTechInvest ✓ (41,934 followers · 👍27 🔁2 💬4)
> $TSM is building a Taiwan-based supply chain The goal is to reduce supply-chain risk, shorten qualification cycles, and make sure TSMC is not dependent on one global supplier for every component > This is really bullish for Taiwanese small-cap semicaps TSMC is evaluating b...
8. 🟢 bullish @InvestmentGuru_ ✓ (41,803 followers · 👍12 🔁0 💬3)
> $TSM — The irreplaceable foundry Roughly 70% share of the global advanced foundry market, with Nvidia and Apple alone comprising about 40% of revenue. Stock is up over 45% year-to-date and trading near its 52-week high heading into July 16 earnings, but trades at a lower P/E ...
9. 🟢 bullish @DavidKostinx ✓ (2,009 followers · 👍15 🔁1 💬1)
> The AI bull market isn’t over. My recommendation for tomorrow is to buy the dip in AI stocks. $AMD - Advanced Micro Devices $AVGO - Broadcom $TSM - Taiwan Semiconductor Manufacturing $ARM - Arm Holdings $ORCL - Oracle $SNOW - Snowflake $PLTR - Palantir Technologies $CRWD - Cr...
10. 🟢 bullish @FromValue ✓ (120,717 followers · 👍12 🔁0 💬2)
> 4. $TSM Revenue growth for the next 3 years: 20.4% CAGR. 2026 PEG? 0.55 https://t.co/H1KtyLLJmm
11. 🔴 bearish @acethebulllly ✓ (5,924 followers · 👍3 🔁0 💬1)
> $TSM has printed a clear short-term triple top at horizontal resistance, with each retest getting rejected and confirming strong overhead supply at this level. Momentum is stalling here, and with no visible support beneath current price until the Gann Arc below, the structur...
12. ⚪ neutral @jedimarkus77 ✓ (42,666 followers · 👍2 🔁0 💬1)
> $TSM revenue report this week https://t.co/dJFrwUwYrc
13. ⚪ neutral @BeatTheBotz ✓ (8,039 followers · 👍3 🔁1 💬0)
> @TrendSpider The projected revenue gap between $AMZN, $TSM, and SpaceX is massive, yet the valuations remain remarkably close. Is the market paying too much for future growth?
14. ⚪ neutral @OpenClawCentral (1,160 followers · 👍4 🔁0 💬0)
> The real bottlenecks are the ones actually making money: 1. Memory $MU $DRAM 2. Fabs $TSM
15. 🟢 bullish @TacticzH ✓ (38,571 followers · 👍1 🔁0 💬1)
> @theFInvestor Solid arguments. I don't think $TSM is overvalued though. And $BABA might provide some surprises in the next months
16. 🟢 bullish @HuangTracker ✓ (30,366 followers · 👍0 🔁0 💬1)
> Advanced chip manufacturing isn't easy to replicate. That's why Nvidia - $NVDA continues relying on Taiwan Semiconductor Manufacturing Company - $TSM for its most advanced AI chips.
17. 🟢 bullish @HuangTracker ✓ (30,366 followers · 👍0 🔁0 💬1)
> Every new AI breakthrough increases demand for advanced manufacturing. That's why Taiwan Semiconductor Manufacturing Company - $TSM sits at the center of the AI supply chain.
18. 🟢 bullish @HuangTracker ✓ (30,366 followers · 👍0 🔁0 💬1)
> Most investors focus on AI chips. Jensen Huang knows they can't scale without manufacturing. That's where Taiwan Semiconductor Manufacturing Company - $TSM has the edge.
19. 🟢 bullish @HuangTracker ✓ (30,366 followers · 👍0 🔁0 💬1)
> The company is Taiwan Semiconductor Manufacturing Company - $TSM. Every major AI chip Jensen Huang unveils depends on TSMC's advanced manufacturing. That's a position few companies can match.
20. 🟢 bullish @tengyanAI ✓ (47,773 followers · 👍0 🔁0 💬1)
> 3/ $TSM is the headline act. But Taiwan’s AI story isn't really a 1-company story. It is a full-stack hardware story Foundry. Advanced packaging. Substrates. PCBs. Cooling. Power. Optics. ODM assembly The chip is the 1st station on a much longer Taiwanese assembly line.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.89) · ✅ high confidence (18 directional posts)
Distribution (20 posts): 🟢 17 bullish · ⚪ 2 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 55% (accounts > 10K followers) · Retail share: 15% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @bdinvestingg ✓ (19,783 followers · 👍76 🔁2 💬8)
> Micron up 7% they just doubled down on AI. $MU broke ground on a $9.3B AI memory facility in Japan, backed by up to $3.1B in government support. The plant will produce next-generation HBM chips starting in 2028 https://t.co/3c8GsZRVmz
2. 🟢 bullish @MarcosMillaYT ✓ (13,686 followers · 👍34 🔁2 💬14)
> This confirms Micron $MU under $1,000 is a SMASH BUY… Also, who cares if Michael Burry shorted it…
3. ⚪ neutral @NickGibbsIAG ✓ (13,186 followers · 👍43 🔁2 💬4)
> Will Thursday's sell off continue on Monday? Why did it happen? Was it because of $MU and $SNDK? Why did $TSLA actually sell off? Was it really Buy the Rumor Sell the News? And why did I just get back from Miami? Let's Discuss: https://t.co/5RxQs9n1WR
4. 🟢 bullish @GrindeOptions ✓ (53,489 followers · 👍32 🔁0 💬9)
> Those of you who bought $MU below $1,000 last week are sitting pretty. https://t.co/QsGMTYtyyL
5. ⚪ neutral @cmsinvests ✓ (17,895 followers · 👍5 🔁0 💬10)
> Two AI kings are dumping hard right now. 1. $MU 2. $NBIS Which dip would you buy here? https://t.co/eu2Jt9cpmB
6. 🟢 bullish @InvestmentGuru_ ✓ (41,803 followers · 👍17 🔁3 💬2)
> Semis & AI Infra Stocks Rally Overnight Strong broad-based move across memory, optical, and semiconductor names in overnight trading. Memory / Storage $SNDK jumps ~10% $MU +7% $WDC +7% Semis / AI Hardware $AMAT +5%+ $GLW +5%+ $MRVL +5%+ $INTC +4% $ASML +4% Crypto-l...
7. 🟢 bullish @Micro2Macr0 ✓ (113,774 followers · 👍19 🔁0 💬0)
> It's time to go higher. $MU $DRAM
8. 🟢 bullish @Micro2Macr0 ✓ (113,774 followers · 👍10 🔁1 💬1)
> $MU leads in many categories.
9. 🟢 bullish @OptionsPro101 ✓ (9,896 followers · 👍12 🔁0 💬1)
> The memory names are moving with $SNDK up 6% and leading, followed by $WDC, $MU, and $STX. The chip equipment stocks are also showing some strength with $LRCX up almost 4% and leading $KLAC, $AMAT, and $ASML.
10. 🟢 bullish @DarthDividend23 ✓ (21,383 followers · 👍4 🔁0 💬1)
> $MU is way up overnight
11. 🟢 bullish @HighYieldHustle ✓ (29,588 followers · 👍4 🔁0 💬1)
> So far so good for memory. $MU Let’s see if we can avoid a dump at open. https://t.co/tJmhhovKrw
12. 🟢 bullish @TheMarket_Monk ✓ (3,298 followers · 👍1 🔁0 💬2)
> Hope you bought the $MU dip! https://t.co/Se4yZeZzu3
13. 🟢 bullish @peterli34923561 ✓ (5,138 followers · 👍6 🔁0 💬0)
> $MU --- $MU posted a blockbuster Q3 quarterly revenue print of $41.46 billion, skyrocketing an eye-popping 346% year-over-year! Non-GAAP net income also crushed consensus estimates. This headline number irrefutably underscores insatiable global demand for memory chips driven b...
14. 🟢 bullish @cryptoamanclub ✓ (89,222 followers · 👍4 🔁1 💬0)
> 🧵 Why Altcoins Are Failing to Pump — The Real Reason When the regulated market is doing this Top US Stock Returns — ↳ $SNDK — AI Flash Storage: +6,200% ↳ $WDC — AI HDD Storage: +1,034% ↳ $MU — AI Memory Chips: +703% ↳ $STX — AI Data Centers: +550% $SPCX — Space + AI + Star...
15. 🟢 bullish @SC_GameChanger ✓ (2,658 followers · 👍2 🔁0 💬1)
> @Djstocktrades $MU $MRVL $BE $SNDK $NBIS Your head be on swivel tomorrow all of these should run thru levels tomorrow Let’s be ready and prepared
16. 🔴 bearish @themomentumplay ✓ (5,049 followers · 👍2 🔁0 💬1)
> Why did I listen to Burry $MU https://t.co/rAwCXnLKud
17. 🟢 bullish @SabrinaLop22052 ✓ (521 followers · 👍1 🔁0 💬1)
> I'm only going to say this once. One year from now, we'll look back at this post. $MU → New all-time high $SPCX → $180 $SNDK → $1,900 $NVDA → $200 $TSLA → $410 $MSFT → $430 $SIDU → 2× $IREN → 2× $GOOG → One of the world's biggest companies $SOFI → 2× These are my highest-co...
18. 🟢 bullish @warai_ein ✓ (622 followers · 👍1 🔁0 💬1)
> @CheddarFlow $MU is up ~7%
19. 🟢 bullish @elijah_goluza ✓ (2,122 followers · 👍1 🔁0 💬1)
> 1. Domestic R&D spenders The cleanest new tailwind is letting companies expense U.S. research and development immediately instead of doing it over 5 years. Watch: semis and industrials with heavy domestic capex/R&D names like $MU $TXN $LRCX $CAT $DE This is a real cash-fl...
20. 🟢 bullish @nic11_olesmit ✓ (983 followers · 👍1 🔁0 💬1)
> Best Bastion Deep Value Score among the top 20 US stocks 💾 Micron 72 $MU 🛢️ Exxon 71 $XOM 🏦 JPMorgan 61 $JPM 💻 Meta 50 $META 💾 NVIDIA 41 $NVDA These names pair low valuation multiples with free cash flow yield above the market median. https://t.co/haq7e1yRxa