Generated: 2026-07-07 02:43
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.85) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 68% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @JonahLupton ✓ (552,018 followers · 👍126 🔁7 💬15)
> This can change week to week based on price action ie valuations & multiples but as of today, my 8 favorite ai stocks outside of data centers and neoclouds are: $CRDO $ALAB $MU $HYNIX $AAOI $LITE $BE $FPS This covers you for connectivity, memory, opticals and power… ie m...
2. ⚪ neutral @VestExchange ✓ (44,396 followers · 👍87 🔁14 💬12)
> NEW LISTINGS ON VEST MARKETS $ALAB - Astera Labs \| 5x $CRDO - Credo Technology \| 5x $GLW - Corning Incorporated\| 10x $TSEM - Tower Semiconductor \| 5x Markets traders asked for, built with speed on an ecosystem designed around traders. https://t.co/rB8pVRIZ8T
3. 🟢 bullish @labubu_trader ✓ (68,849 followers · 👍86 🔁0 💬10)
> cool $MXL $CRDO $AMD all LFG
4. 🟢 bullish @MMatters22596 ✓ (68,530 followers · 👍47 🔁5 💬13)
> Did you listen to me? As I've already said it in the last post, $ALAB & $CRDO both still have a long way to go. Here is what I do expect next: $ALAB - Next target: $620+ Short term correction in the shown white zone between $406 to $298. The stock has already touched it on...
5. 🟢 bullish @BULLOFBRITAIN ✓ (29,038 followers · 👍57 🔁0 💬5)
> Non-CPO names printing hard rn. I mentioned a few names quite alot $CRDO +14% $SMTC +7% $AAOI +6% Even if the SemiAnalysis news is wrong. These will still be relevent, and if the news is real, the bull case will be even stronger
6. 🟢 bullish @JEFETRADES ✓ (38,367 followers · 👍29 🔁0 💬14)
> Connectivity/Optical Names continue to impress on ANY bounce in the space. $CRDO & $ALAB both up over $40 on the day. This is the real bottleneck imo thats going to matter for productivity and maximizing revenue/margins for Data Centers and Ai. $MRVL still a SLEEPER http...
7. 🟢 bullish @Sam_Badawi ✓ (50,989 followers · 👍22 🔁0 💬14)
> The ChatGPT portfolio is currently up 73% in the LLM Challenge on Rallies. The top performers so far are $CRDO, up 126% since being added, and $NBIS, up 85%. https://t.co/MzlHuM0FZ7
8. ⚪ neutral @saso_capital ✓ (8,014 followers · 👍39 🔁1 💬3)
> Did a consolidation of my port today. Holdings: Stocks: $CRDO $QCOM $NBIS $PURR $ON ETFs: $LAZR $DISK
9. 🟢 bullish @vip92226041 ✓ (14,138 followers · 👍19 🔁2 💬7)
> Six months ago, I gave you: $CRDO - $148 $265.65 (+79.05%) $DELL - $130 $409.82 (+214.62%) $GLW - $88 $199 (+126.14%) $MRVL - $86 $251.45 (+191.86%) $INTC - $37 $122.46 (+229.73%) $TSM - $351 $454.78 (+29.34%) $MU - $294 $988.49 (+236.05%) Next alert dropping soon! If...
10. ⚪ neutral @jonnyoptionz ✓ (5,166 followers · 👍11 🔁0 💬5)
> some setups i like $CRDO $DELL $SEDG $TE $FCEL $ENLT $AMZN $TTD
11. ⚪ neutral @RyshabTalks ✓ (2,359 followers · 👍12 🔁0 💬4)
> Tactical Positioning Day Sold calls on $CRDO - at 20% of portfolio. I am happy to pay for market to take my stocks away 15% higher. Sold calls on $BE - need to reduce exposure from 10% to 5% - again happy to sell shares for repositioning portfolio at 10% higher prices. Bo...
12. 🟢 bullish @MarketMaestro1 ✓ (47,031 followers · 👍11 🔁0 💬3)
> $CRDO It is continuing higher with an EMA8 correction. NP https://t.co/uY79hUYyEp
13. ⚪ neutral @Para_Capital ✓ (1,662 followers · 👍7 🔁0 💬3)
> @bennybigbull Bought $KTOS - many catalysts Bought $RKLB because goats Sold $CRDO - successful swing trade from Friday Bought $NOK small rentry
14. 🟢 bullish @raichutokenized ✓ (12,776 followers · 👍10 🔁0 💬1)
> dead boring day in the market, happy to see $ALAB and $CRDO overperform though NVIDIA responded to the delay report with “f you”. they’re not the best when it comes to timelines so idk but good for sentiment? anyway, sit and wait for now
15. 🔴 bearish @CEOStockWatcher ✓ (15,592 followers · 👍3 🔁1 💬1)
> Director (HOSEIN CLYDE) at Credo Technology Group Holding Ltd $CRDO sold $905.28K (7th largest sale, out of 12). This decreased their listed holdings by -16%. Rip Sell: the stock was up 13% in the previous month. 6 other insiders also sold the stock in the last 30 days. ...
16. 🟢 bullish @fammetaX ✓ (6,920 followers · 👍2 🔁0 💬1)
> @LeifInvests love to see $CRDO top 30
17. ⚪ neutral @saso_capital ✓ (8,014 followers · 👍2 🔁0 💬1)
> @TheBigBerbowski $CRDO and chill 🤝
18. 🟢 bullish @TW_trades_ ✓ (15,778 followers · 👍2 🔁0 💬1)
> @Edge_Bolt $CRDO got the Semi-Analysis article catalyst AAOI trading higher on its own is nothing but good signs
19. 🟢 bullish @Brad_E_Schulz ✓ (17,468 followers · 👍2 🔁0 💬1)
> Category Overview (as of 11:36amEST): Semis: +5.33%; 61 of 65 Up (>=6%: $AXTI $CRDO $PENG $CEVA $SIMO $AEHR $ALGM $MXL $NVTS $INDI $HIMX $ALAB $KOPN $UMC $MRAM $AMBA $ASX $SITM $UCTT $Q $SMTC $SYNA $RMBS $DIOD $STM $ON) TechServices: +5.01%; 25 of 28 Up (>=6%: $RXT $WYFI $WULF...
20. 🗑️ spam @wuanniee ✓ (1,907 followers · 👍1 🔁0 💬1)
> I created a dedicated WhatsApp group for $COUR $CRDO $KD shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗https://t.co/DIksBgKCNk Click this link or the link on my homepage to join https://t.c...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.67) · 🟡 medium confidence (6 directional posts)
Distribution (20 posts): 🟢 5 bullish · ⚪ 11 neutral · 🔴 1 bearish · 🗑️ 3 spam filtered
Influencer share: 12% (accounts > 10K followers) · Retail share: 29% (< 2K) · Rocket emoji rate: 6%
1. 🗑️ spam @LeifInvests ✓ (10,685 followers · 👍450 🔁85 💬33)
> BlackRock just ranked its 30 most important AI stocks. Several are already rallying after making the list. If you’re investing in AI, this is a list worth paying attention to. 🚀 Full rankings below (1-30)👇 Micron Technology \| $MU AMD \| $AMD Taiwan Semiconductor \| $TSM NV...
2. ⚪ neutral @TradexWhisperer ✓ (138,627 followers · 👍97 🔁4 💬11)
> $DRAM $TSM $ASX $AMKR $AMAT $BESI Advanced Packaging: The Z-Axis Trade. "Samsung and Anthropic discussing collaboration on 2nm and advanced packaging" “Anthropic is reportedly discussing ways to use Samsung’s advanced packaging technology to place the main processor close to...
3. ⚪ neutral @WaterworldCapi1 (6,912 followers · 👍67 🔁2 💬11)
> The AI spending starting with 2027 will be constrained by the cash flows of the hyperscalers and LLM companies. I think forecasting continued growth in spend past 2027 is tough as a result. There are a few companies like $NVDA, Hynix, and $TSM (imo)...1/2
4. 🗑️ spam @Jamyies ✓ (107,065 followers · 👍28 🔁9 💬7)
> BITCOIN REBOUNDS AFTER SAYLOR’S $250M SELL SHOCK, $BTC $TSM, $GOOG, $AAPL TA https://t.co/US7W1P7S5F
5. 🟢 bullish @QualCompounders ✓ (3,798 followers · 👍33 🔁1 💬10)
> The portfolio is starting off strong to start the week.💪📈 Top Movers:🚀 🟢 $AMD +8.76% 🟢 $TSM +5.38% 🟢 $ZETA +4.59% 🟢 $SOFI +4.37% https://t.co/NuDTHdFxoo
6. ⚪ neutral @MikeLongTerm ✓ (25,829 followers · 👍29 🔁0 💬2)
> BREAKING $AMD\| $TSM said Global Semi Market is $1.5T by 2030 with High performance computing accounting for 55%. This is implying @AMD a massive player when looking at current most aggressive 2nm capacity expansion from TSMC. TSMC held a technology forum in Yokohama on the ...
7. 🟢 bullish @OrderflowES ✓ (8,582 followers · 👍2 🔁1 💬1)
> 3/ Taiwan Semiconductor $TSM (Q1 2026) - Revenue: ~$35.9 billion (strong double-digit growth, ~+35% YoY range) - Gross margins: ~58–66% — consistently elite As the world’s leading foundry, TSMC is printing money from NVIDIA, AMD, Apple, and everyone else building AI chips....
8. 🔴 bearish @Pablo01618 ✓ (8,292 followers · 👍6 🔁0 💬0)
> Maybe next week we line item packaging for $INTC and the most around it and what it’s actually worth.. seems fitting when you look at this.. it smokes $TSM and it’s not even close https://t.co/e0Fju5PQFF
9. 🟢 bullish @Stevo_12 ✓ (4,420 followers · 👍2 🔁0 💬1)
> @Vance_Roberts5 @HunterAllen4 @JFergistheman @CaseyVSilver $TSM is solid!!! Can’t go wrong with them
10. ⚪ neutral @Samurai__Stock ✓ (1,893 followers · 👍2 🔁0 💬1)
> 📈 Earnings season is finally here. These are the reports I'm watching most closely over the next few weeks: July 14: $JPM July 15: $ASML July 16: $TSM $NFLX July 22: $GOOG $TXN $NOW $URI July 23: $NOK $INTC July 24: $AXP July 28: $GLW July 29: $VRT $MSFT $META $HOOD July 30:...
11. 🟢 bullish @joinlegendsonly ✓ (1,500 followers · 👍2 🔁0 💬1)
> DAILY OVERVIEW - 6th July, 2026 🎯 Slow day overall and on days like this, swings come in really handy. $MDT, $HIMS, $TSM, and $VRT all did well today for members inside Legends Only 🔥 📍 Tickers on watch: $LUCY, $GRPN, $LHAI https://t.co/C9wGJkQgyF
12. 🟢 bullish @QualCompounders ✓ (3,798 followers · 👍2 🔁0 💬1)
> @LongGameEquity $NVDA should get a valuation re-rating. I have $AMD and $TSM as well.
13. ⚪ neutral @Vance_Roberts5 ✓ (2,033 followers · 👍1 🔁0 💬1)
> @Stevo_12 @HunterAllen4 @JFergistheman @CaseyVSilver I lied $TSM lolol
14. ⚪ neutral @teshen8lin (1,598 followers · 👍0 🔁2 💬0)
> To protect against rising drone threats, the future factory will function like a fortified fortress. These sites will combine independent power grids with high-tech air defense. @elonmusk Radar Detection Jamming Shields Interceptor Drones Laser Interceptors … $TSM $TSLA $SPCX
15. ⚪ neutral @Drewalphatrades ✓ (714 followers · 👍1 🔁0 💬1)
> @ThetaWarrior @TrendSpider My bet is $TSM earnings decide the fate
16. ⚪ neutral @dolores_capital (986 followers · 👍1 🔁0 💬1)
> @TheBronxViking probably needs a few rest days until $tsm next week... or it might just go sideways for a long while until hyperscalers report
17. ⚪ neutral @LongGameEquity ✓ (4,860 followers · 👍1 🔁0 💬1)
> @TheMarketTell Wow $TSM to 10 trillion? The rest I can see for sure!
18. ⚪ neutral @BassamMelh (2,124 followers · 👍3 🔁0 💬0)
> @Seniorstrategen How about $TSM under Chinese oversight? Who then will make Nvidia's chips?
19. ⚪ neutral @QualCompounders ✓ (3,798 followers · 👍2 🔁0 💬0)
> @LongGameEquity Yes highly concentrated in $TSM and $AMD😂
20. 🗑️ spam @wuanniee ✓ (1,908 followers · 👍1 🔁0 💬0)
> I created a dedicated WhatsApp group for $ON $TSM $UMC shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗https://t.co/DIksBgKCNk Click this link or the link on my homepage to join https://t.co/...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 9 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 30% (accounts > 10K followers) · Retail share: 25% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @TrendSpider (667,507 followers · 👍137 🔁10 💬7)
> Knocking on the door of all-time highs 👀 $ANET https://t.co/wMCOSzaP4A
2. 🟢 bullish @SRxTrades ✓ (133,862 followers · 👍91 🔁10 💬22)
> $ANET Setting up a massive weekly cup and handle base Incredible relative strength today Builds the high-speed networking equipment that connects AI data centers and cloud infrastructure Break over 177 gets it moving https://t.co/h31X2sHhQd
3. ⚪ neutral @LeifInvests ✓ (10,686 followers · 👍37 🔁1 💬20)
> Here are my updated holdings by conviction after a huge day across both accounts. 🚀👇 Roth IRA: CrowdStrike \| $CRWD Arista Networks \| $ANET Vistra \| $VST SoFi Technologies \| $SOFI Shopify \| $SHOP American Express \| $AXP NVIDIA \| $NVDA Oracle \| $ORCL GE Vernova \| $GEV...
4. ⚪ neutral @oratnek_ill ✓ (6,384 followers · 👍24 🔁0 💬1)
> Portfolio 07/07 $ALAB $AMD $ANET $CRWD $DAVE $DLO $FROG $INTA $LMND $NAVN New : AMD, ANET Yesterday was the first day back after the holiday, but volume was light overall. Semi stocks had a big drop last week, so I was watching how they'd react. The open looked good, but th...
5. 🟢 bullish @spluscollective ✓ (12,513 followers · 👍24 🔁1 💬0)
> $ANET back to my WL. An interesting start to the week. I will give it another day to check the momentum, make no mistake this should be heading to 200+ https://t.co/DYOIK7Ewcp
6. ⚪ neutral @BramVGenechten ✓ (2,279 followers · 👍7 🔁0 💬2)
> Arista Networks' ROIC going down, but still way above average. Problematic? $ANET https://t.co/8BNK5UkKLh
7. 🟢 bullish @TomLambos ✓ (2,762 followers · 👍6 🔁2 💬0)
> If $ANET (long) isn’t already on your watchlist, it deserves a spot. https://t.co/8GZKfqujQs
8. ⚪ neutral @LeifInvests ✓ (10,686 followers · 👍1 🔁2 💬1)
> @antibearthesis Check out $ANET too Noah!
9. 🟢 bullish @LeifInvests ✓ (10,686 followers · 👍4 🔁0 💬1)
> @QualCompounders Same bro. $ANET $CRWD $SOFI $CRWV $LEU. Just so much green.
10. ⚪ neutral @oratnek_ill ✓ (6,384 followers · 👍6 🔁0 💬0)
> Today's Watchlist 07/07/2026 - LL-HL Structure 1st Pivot $IBKR $ANET $ALAB $APH $PENG $GENI $IBM $PURR $P $FLR - LL-HL Structure 2nd Pivot $CGNX $GEV $AMD $AMPL $RBRK $AUR - LL-HL Structure Trend Line Break $SHLS $CNH $CVNA $MCHP $SYM $INTR $SMCI $CRCL $FSLR $WWW etc. - PP...
11. ⚪ neutral @Christine_een ✓ (2,733 followers · 👍3 🔁0 💬1)
> $ANET breaking out to 175.10, up 9.4% off yesterday's 159.99 close. these vertical AI-networking runs can go further than feels right, then give it all back just as fast. calling it now, this one cools off before the bell, but I could be wrong. https://t.co/BSdvNST5Pm
12. 🟢 bullish @BrettKessler__ ✓ (945 followers · 👍2 🔁0 💬1)
> Arista Networks $ANET is absolutely ripping, up nearly 8%. Retail sees the stock surging and assumes they missed the boat or that the valuation is too stretched. This is exactly why I am long the company and actively willing to buy more right here. Here is why this setup is ...
13. 🟢 bullish @KryptonCEO ✓ (730 followers · 👍1 🔁0 💬1)
> @LeifInvests Just don’t see the whole space as being thesis backed. Theres no structural/secular trends that can buoy investments in the fintech space, atleast not now imo. Like your thematic focus on AI infra with $VST, $ORCL, $ANET a lot better
14. 🟢 bullish @3Xtraders ✓ (4,258 followers · 👍1 🔁0 💬1)
> $ANET $WDC, $QCOM, $STX, $VRT, $MPWR, all up over 5%. $SOX up (+2.92%) #AI #trade https://t.co/yz6f2k9Ctw
15. 🟢 bullish @nanotitan28 ✓ (6,047 followers · 👍0 🔁0 💬1)
> $ANET Good looking growth and a nice price chart. https://t.co/B9tBAcU2SC
16. 🟢 bullish @nanotitan28 ✓ (6,047 followers · 👍0 🔁0 💬1)
> $ANET Breakout watch. https://t.co/2hLGJwr2pP
17. ⚪ neutral @baalhadid ✓ (621 followers · 👍0 🔁0 💬1)
> WATCH TOMORROW ―――― ▸ $ANET $173.28 — holding gains? Watch $169.81 as support ▸ TSLA $419.77 — holding gains? Watch $411.37 as support ▸ PFE $23.72 — bounce or continuation? Resistance $24.19
18. ⚪ neutral @baalhadid ✓ (621 followers · 👍0 🔁0 💬1)
> DAY RECAP — 7/6/2026 ―――― Leaders: $ANET +8.0% TSLA +6.4% AMD +6.2% HOOD +5.0% SCHW +3.9% Laggards: PFE -2.6% UBER -2.6% ABBV -2.3% NFLX -2.1% SNAP -2.0%
19. ⚪ neutral @bn_trader ✓ (2,762 followers · 👍0 🔁0 💬1)
> $SPX S&P 500 Movers as of Jul 06, 2026 • Market Close 📈 Gainers: $ANET $WDC $TSLA $AMD $NTAP $VRT $STX $QCOM $PCAR $IBKR 📉 Losers: $ORLY $AZO $ARE $STZ $TSCO $KDP $CSGP $CMG $SJM $GIS 💵 Most Active: $MU $TSLA $NVDA $AAPL $AMD $SNDK $MSFT $INTC $META $GOOGL https://t.co/...
20. 🟢 bullish @FrenzyCapital ✓ (1,558 followers · 👍0 🔁0 💬1)
> Tech chips bounce back hard as AI bid returns; semiconductor strength lifts Nasdaq 1.4% while Dow hits fresh records. $ANET leads the charge with networking infrastructure outpacing memory plays. Rotation story intact but breadth improving.