Generated: 2026-07-08 02:17
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 · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 4 spam filtered
Influencer share: 44% (accounts > 10K followers) · Retail share: 19% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @Thomas_james_1 ✓ (63,146 followers · 👍133 🔁8 💬18)
> In 3-6 months you’ll look back at these prices and be amazed at how cheap these stocks got on fake news; $NBIS $194 $MU $890 $CRDO $236 $SNDK $1486 $WDC $511 $AAOI $114 $RKLB $84 $SIVE €41 $ASTS $76 $BE $262 $MRVL $232 $ARM $309 $INTC $109 Buying the dip on STRONG names neve...
2. ⚪ neutral @Sam_Badawi ✓ (51,042 followers · 👍49 🔁3 💬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
3. 🟢 bullish @FeroceResearch ✓ (16,810 followers · 👍22 🔁0 💬18)
> 2026 has marked a significant shift for CXL + Connectivity industries From being companies which were looked at as commodities to suddenly seeing record demand due to the ongoing infrastructure memory has created Nothing to bluff about. There is real demand here. $ALAB $CRD...
4. ⚪ neutral @mmonis ✓ (14,884 followers · 👍31 🔁0 💬7)
> Started (Oversold bounce play) $CRDO - 248 $AAOI - 118 $ALAB - 400.5 $DRAM - 60 DT to Swing
5. 🟢 bullish @burak_finance ✓ (6,493 followers · 👍39 🔁0 💬3)
> We are seeing a massive risk off move across the market today. $OUST $CRDO $NBIS $RKLB $MRVL $SHAZ $AAOI $MU $ASTS $ONDS Money is rotating out of semiconductors, photonics, and space stocks. The entire screen is red. Here is what to remember when the market drops: 1. The fu...
6. 🟢 bullish @cvotrades ✓ (14,817 followers · 👍10 🔁2 💬2)
> Embrace this opportunity! MM has engineered a lot of juicy unswept highs that is implying one more final sweep of the year imo. $CRDO $CRDU $ALAB $LABX $MU $MUU $AAOI $AAOX $SIVE $SIVEF $SMH $SOXL $SNDK $SNXX Will be accumulating leverage versions of each https://t.co/T7M...
7. 🟢 bullish @wave3trades ✓ (14,775 followers · 👍5 🔁1 💬4)
> $CRDO looks to of completed its impulse count in my opinion I am very bullish on this name but some downside might be due A strong confluence of all the moving averages and the 0.5 fib line up at $157 which is my target entry price Although If the market reverses, this p...
8. 🟢 bullish @stoicxtrades ✓ (3,551 followers · 👍6 🔁0 💬0)
> $CRDO The wave 1 is complete now. Wave 2 has to come now, with a bottom zone between $70 - $120. Next higher target is wave 3 at $424 - $496 per share. https://t.co/vC7dhQZ9U8
9. ⚪ neutral @fammetaX ✓ (6,968 followers · 👍3 🔁0 💬1)
> @LeifInvests love to see $CRDO top 30
10. 🟢 bullish @PrincipatusCap ✓ (516 followers · 👍3 🔁0 💬1)
> $CRDO fundamentals Valuation: Remains the cheapest of the semi interconnect names, despite having the best sellside consensus rev growth and margin profile out to CY 2028. Reason for the buyside discount is the heavy current gen copper factor, and peers like $ALAB are seen ...
11. 🗑️ spam @wuanniee ✓ (1,959 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...
12. ⚪ neutral @ScorEnterprises ✓ (1,758 followers · 👍4 🔁0 💬0)
> Vest has crazy motion recently $ALAB $CRDO $GLW $TSEM all available on Vest now!!
13. 🔴 bearish @dougpless ✓ (4,526 followers · 👍3 🔁0 💬0)
> $CRDO reverses lower at the 250 @spotgamma Key Gamma Strike as traders sell calls and buy puts, and market makers sell CRDO stock to hedge delta exposure. Market maker hedging flow shown by HIRO. Setups and order flow shown on @bookmap_pro chart. https://t.co/89BWzLAAqu
14. 🟢 bullish @angrybear168 ✓ (3,433 followers · 👍3 🔁0 💬0)
> Bullish for $ALAB and $CRDO. Both are pure-play enablers of the interconnect layer (PCIe/CXL switches, retimers, SerDes, AECs, optical DSPs, scale-up fabrics) that the post highlights as critical. Astera powers open PCIe/UALink fabrics, in-network compute for collectives, an...
15. 🗑️ spam @sorrelispray ✓ (3,890 followers · 👍1 🔁0 💬0)
> I've launched an exclusive WhatsApp group for $CRDO stockholders and active traders to link up, share perspectives, and get the latest news. All investors tracking $CRDO closely are welcome to be part of it. Please add my assistant to enter : https://t.co/ChzQQu04mf
16. ⚪ neutral @MMMTwealth ✓ (68,582 followers · 👍1 🔁0 💬0)
> @TheMarketTell Don’t own $MU but own $CRDO 👍
17. 🗑️ spam @WLCMensSoccer ✓ (1,241 followers · 👍0 🔁0 💬0)
> I've created a focused WhatsApp group for $CRDO stock holders and active traders to connect, share insights, and stay updated. All $CRDO investors closely following this stock are welcome. Join for free: https://https://t.co/RZi2RTBMg0 https://t.co/mem0cPNpo1
18. ⚪ neutral @Lucha_Stocks ✓ (595 followers · 👍0 🔁0 💬0)
> $CRDO $VECO maybe? https://t.co/cr673Mc5Rh
19. 🟢 bullish @algotradingdesk ✓ (5,249 followers · 👍0 🔁0 💬0)
> 🇺🇸 🚨 Stock to Watch \| $CRDO July 6, 2026 \| Investor's Business Daily Credo Technology ($CRDO) led the semiconductor rebound, surging 9.8% as investors rotated back into AI infrastructure stocks after last week's sharp sell-off. The company has gained ~85% year-to-date, ma...
20. 🗑️ spam @wuanniee ✓ (1,959 followers · 👍0 🔁0 💬0)
> 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: 🔴🔴⚪⚪⚪ Lean bearish (score -0.20) · 🟡 medium confidence (5 directional posts)
Distribution (20 posts): 🟢 2 bullish · ⚪ 8 neutral · 🔴 3 bearish · 🗑️ 7 spam filtered
Influencer share: 23% (accounts > 10K followers) · Retail share: 31% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @ParadisLabs ✓ (61,548 followers · 👍139 🔁8 💬23)
> The U.S. needs to figure this out asap: A new study led by McKinsey finds that there will be a shortage of engineers and technicians in the U.S. semiconductor industry. Which may stall expansion plans for: - $TSM ($265B in Arizona) - $MU ($100B in New York) - Samsung (Texas)...
2. 🟢 bullish @joedab12 ✓ (8,825 followers · 👍47 🔁6 💬10)
> $NVDA $TSM $VICR $MU $DRAM $RMBS $VPG $OUST $LITE $COHR $AAOI $AVGO $SKHY $SMTC $FORM $VIAV $FPS SMH was down 15.6% from the peak intraday. The feb-march war crash was 15.9%. Oct-Nov 2025 was 15.4%. to give you an idea how drastic this SMH 15% correction was....the peak of ...
3. ⚪ neutral @TheETFTracker ✓ (58,397 followers · 👍22 🔁0 💬2)
> Here are all the stock holdings currently in the VanEck Semiconductor ETF $SMH: 1. Nvidia Corp $NVDA: 18.68% 2. Taiwan Semiconductor Manufacturing Co L $TSM: 9.57% 3. Advanced Micro Devices Inc $AMD: 5.83% 4. Broadcom Inc $AVGO: 5.69% 5. Micron Technology Inc $MU: 5.27% 6. Ap...
4. ⚪ neutral @FinancePotentia ✓ (5,649 followers · 👍8 🔁3 💬3)
> David Tepper just returned +32% in 2026 We broke down his $23B portfolio. 👇 1. Micron $MU +191.5% 2. Amazon $AMZN +17.2% 3. Taiwan Semi $TSM +33.7% 4. Alphabet $GOOG +27.2% 5. Vistra $VST +4.6% 7. Uber $UBER +0.7% We track all their moves. Join Potentia. https://t.co/I0ybtD...
5. ⚪ neutral @jorge_utd ✓ (928 followers · 👍1 🔁0 💬2)
> @StockSavvyShay Who's doing the fab work here? $TSM or $INTC
6. 🔴 bearish @finding_value_ (3,323 followers · 👍1 🔁0 💬1)
> Its very difficult for people to believe that something is overvalued. Just because some stocks have gone up last year, it doesnt mean they will keep going up. I warned in this thread that many semi stocks are overvalued. $mu $tsm $sox
7. ⚪ neutral @moneyballinvest ✓ (1,294 followers · 👍1 🔁0 💬1)
> We've already seen $NVDA $AMD $TSM $AVGO $MU $SNDK and $INTC go parabolic Check out why $QCOM could be the next AI semiconductor stock to become a multibagger (write-up in next post)
8. 🟢 bullish @ResearchLBQ (1,664 followers · 👍1 🔁0 💬1)
> II’ve always maintained that TSM is a better long term hold than NVDA. NVDA just has too much competition,Tech giants like Microsoft, Apple, Meta, and Tesla are all building their own chips. But at the end of the day, no matter who wins, they can't bypass TSM $TSM $NVDA
9. 🔴 bearish @WinderKit ✓ (619 followers · 👍0 🔁0 💬1)
> TSMC $TSM FCF yield below 2%, record low, EV to Sales of 14x, record high. https://t.co/bSQgObtAAf
10. ⚪ neutral @KevinMelnuk ✓ (4,836 followers · 👍2 🔁0 💬0)
> @Hilbe Sourcing is $TSM they make all the chips for everyone everywhere all at once.
11. 🔴 bearish @finding_value_ (3,323 followers · 👍2 🔁0 💬0)
> You are welcome! Posted about semi stocks overvaluation multiple times. $mu $tsm $intc $sox
12. ⚪ neutral @tenet_research ✓ (452,684 followers · 👍2 🔁0 💬0)
> CHIP INDUSTRY FACES SHORTAGE OF UP TO 157K JOBS BY 2030: STUDY $NVDA $TSM $AVGO $AMD $MU
13. ⚪ neutral @finding_value_ (3,323 followers · 👍1 🔁0 💬0)
> @carlosfagar Yup! Check my previous tweets. I was buying $tsm in Mar and Apr 2025. I sold after a year.
14. 🗑️ spam @sorrelispray ✓ (3,890 followers · 👍1 🔁0 💬0)
> 📈📈Stocks to watch today: $DNER $TSM $CB $TRGP For real-time stock updates, please add my assistant on WhatsApp: https://t.co/ChzQQu04mf Join the group and message me to get real-time updates and precise buy/sell levels! https://t.co/dto5LkoFnQ
15. 🗑️ spam @carlislexgr ✓ (7,235 followers · 👍1 🔁0 💬0)
> A WhatsApp group exclusively for $TSM holders is now live! Investors holding $TSM stock are welcome to join this exclusive community to discuss market trends and get the latest updates. Link: https://t.co/XaCcVzss5w Suitable for both beginners and experienced traders. Clic...
16. 🗑️ spam @wuanniee ✓ (1,959 followers · 👍0 🔁0 💬0)
> I created a dedicated WhatsApp group for $OGN $IOVA $TSM 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...
17. 🗑️ spam @wuanniee ✓ (1,959 followers · 👍0 🔁0 💬0)
> I created a dedicated WhatsApp group for $TSM $GTLB $BULL 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....
18. 🗑️ spam @gonmori_yukio ✓ (1,783 followers · 👍0 🔁0 💬0)
> Share hot takes and fresh updates, no gatekeeping—beginners and veterans alike. Made an exclusive WhatsApp crew for all $IDXX $TSM $AMWL shareholders & active traders. Link also pinned on my profile if this one won’t load. Link to join: 🔗https://t.co/9Ua7fCMWAO #Stocks...
19. 🗑️ spam @wuanniee ✓ (1,959 followers · 👍0 🔁0 💬0)
> I created a dedicated WhatsApp group for $GME $F $TSM 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/e...
20. 🗑️ spam @violetmilkyy ✓ (3,751 followers · 👍0 🔁0 💬0)
> Investing is not gambling; the choice you make matters more than the effort you put in. All investors holding $AAPL $CDNS $TSM stock are welcome to join this exclusive group to discuss the stock and get the latest information Assistant✅https://t.co/4rzDkTdyOs https://t.c...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.40) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 8 neutral · 🔴 3 bearish · 🗑️ 2 spam filtered
Influencer share: 33% (accounts > 10K followers) · Retail share: 28% (< 2K) · Rocket emoji rate: 6%
1. 🟢 bullish @EliteOptions2 ✓ (247,237 followers · 👍171 🔁12 💬27)
> The $MU memory cycle is over and the bubble is popping. At least that's what the market is pricing after a 25% crash in two weeks. There's just one problem: the "bubble" is sold out for the next two years. Two weeks ago $MU printed one of the greatest quarters in semiconduct...
2. 🟢 bullish @DeepValueBagger ✓ (53,428 followers · 👍35 🔁2 💬8)
> Michael Burry prides himself as a contrarian. a) He says that $MU price, margin and revenue peaked, therefore it will drop. b) MU historically had commodity cycle, and therefore it will be same this time. c) All the analysts rate buy, so therefore you should sell. If you...
3. ⚪ neutral @itsjcmerlo ✓ (4,347 followers · 👍7 🔁0 💬4)
> My spidey senses were tingling $MU https://t.co/hhn1vfPnAi
4. ⚪ neutral @TheValueist ✓ (36,434 followers · 👍12 🔁0 💬1)
> $NVDA $MU $SNDK $LITE This earnings season, my primary objective is to identify the earliest signs of structural fatigue in the GAI infrastructure trade. Idiosyncratic outperformance is a secondary concern, as the portfolio is positioned around assets I believe to be among the...
5. ⚪ neutral @LongGameEquity ✓ (4,974 followers · 👍1 🔁0 💬3)
> POV: How South Koreans are looking at margin after the memory dip. $MU $SNDK https://t.co/5zriOg9uY0
6. 🟢 bullish @TheValueist ✓ (36,434 followers · 👍4 🔁1 💬0)
> $NVDA $MU $SNDK $LITE Music to my ears. We need more tangible demonstrable token consumption in addition to coding. I have no doubt many more industries will follow and the GAI infrastructure trade will benefit when there is verifiably evidence.
7. 🟢 bullish @KiroIkigai ✓ (843 followers · 👍1 🔁0 💬1)
> @seer_xyz Burry called $MU cyclical in 2021 too. HBM supply sold out through 2026 under binding contracts isn't the same cycle
8. ⚪ neutral @KiroIkigai ✓ (843 followers · 👍1 🔁0 💬1)
> @regardingsemi CXMT as a negotiating chip is the whole game. $AAPL doesn't need to qualify them, it needs Samsung and $MU to believe it might
9. ⚪ neutral @KakashiCapital_ (2,630 followers · 👍4 🔁0 💬0)
> "If you can make God bleed, the people will cease to believe in him. And there will be blood in the water. And the sharks will come." - Iron Man 2 $MU $SNDK $WDC $STX
10. 🟢 bullish @DavidVanKnapp11 ✓ (2,235 followers · 👍1 🔁0 💬1)
> Some words, I'll only say once Believe it or not. $MU Lab is going to make an ATH again above $1,300 $SPCX is going to $180 $SNDK is going to $1,900 $NVDA is going back to $200 $TSLA is going to $410 $MSFT is going to $430 $SIDU &$IREN will both double from here. $GOOG...
11. 🟢 bullish @stockmom ✓ (34,061 followers · 👍3 🔁0 💬0)
> @JUST_KAWS I'll take $MU for the win
12. 🟢 bullish @OpenClawCentral (1,165 followers · 👍3 🔁0 💬0)
> $1 Trillion capex in 2027! When will the hyperscalers realize the thoughts and feelings of the permabears matter? Dont get shook out like all the tourists. Stay the course and be rewarded. The easy money has been made, now its time to hodl. Micron 🚀 🚀 $MU $DRAM $SKHY
13. ⚪ neutral @KristinaParts (30,718 followers · 👍2 🔁0 💬0)
> The memory boom is real. So are the expectations. Samsung's record quarter sent chip stocks sliding globally. What's driving it and what it means for SK Hynix's Friday U.S. listing: https://t.co/KMarAfSYY0 $MU $SKHY
14. 🔴 bearish @nobullshytrader (2,450 followers · 👍2 🔁0 💬0)
> $MU lol funny watchin all theeze moron bagholderz wunder y its not "flyin" after this "pullback" 😂👍🤦♂️🤡 https://t.co/XmFdxjhzOE
15. ⚪ neutral @NexaCointrade ✓ (1,333 followers · 👍1 🔁0 💬0)
> The market will always find a new headline to fuel fear or excitement. When $MU dropped from $460 to $320, the narrative was that memory was becoming irrelevant. A week later, memory was suddenly “more important than ever.” Then came concerns about China’s low-cost chips, fol...
16. 🔴 bearish @bpaynews ✓ (3,135 followers · 👍1 🔁0 💬0)
> JUST IN: A major crypto whale with a $20M bullish stake across AI semiconductor names is fully in the red, with unrealized losses over $5.5M, led by MRVL, SNDK, and SKHX. $MRVL $SNDK $MU $NBIS https://t.co/lrmEP5jcJh
17. 🔴 bearish @ChartWaveInvest ✓ (6,169 followers · 👍1 🔁0 💬0)
> Memory was down big today with leaders like $MU and $SNDK leading the way Everyone wants to know where those capital gains will flow into. Rotation has been the name of the game for 2026 and now it looks like semis and memory will be on the short side of the rotation for the ...
18. 🗑️ spam @justeasye ✓ (2,336 followers · 👍1 🔁0 💬0)
> Buy the $mu dip or solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump @blknoiz06 $mu at 6x P/E vs $ansem at a 6x potential
19. ⚪ neutral @reasonus4 ✓ (1,858 followers · 👍1 🔁0 💬0)
> @HansCashFlow It’s cyclical but traders want to believe it will last forever. $SOXX $MU $DRAM $SPY $QQQ
20. 🗑️ spam @AIEquities ✓ (768 followers · 👍1 🔁0 💬0)
> they don’t want you to win you need to be laser focused all the time And don’t forget no one is coming to save you. $NBIS $RKLB $MU $SPY $NVDA