Generated: 2026-07-22 02:14
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +0.78) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 11 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 35% (accounts > 10K followers) Β· Retail share: 25% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @AIStockSavvy β (38,068 followers Β· π46 π5 π¬4)
> π’ ππππ ππ: White House to Redirect Billions in Research Funds Toward AI, Away From Colleges - WSJ $NVDA $AMD $INTC $MSFT $GOOGL $PLTR $META
2. βͺ neutral @pdicarlotrader β (130,884 followers Β· π15 π0 π¬8)
> Bull trap on semis? π€ $AMD $MU $INTC $SOXL
3. π’ bullish @stockswithtom β (879 followers Β· π9 π0 π¬9)
> Another day, another portfolio update.π Decent day for the portfolio even better for the market. My portfolio: +0.62%π’ S&P 500: +0.89%π’ Biggest winner: $AMD 8.11%π Biggest loser: $NOW 2.52% π How did your portfolio do today? $QQQ $VOO https://t.co/xY00JSdcYU
4. π’ bullish @Dboybruh β (6,046 followers Β· π19 π0 π¬5)
> - what a close today for $SoFi π’ $ionq and $amd also did well for my portfolio now the real question is, can we continue this momentum tomorrow? https://t.co/pihUGYOIZe
5. π’ bullish @LongGameEquity β (5,612 followers Β· π21 π1 π¬3)
> JK β weak hands just got flushed. RIP THE BEARS π»π₯ $AMD https://t.co/kPa9y7VCVL
6. βͺ neutral @FranVezz β (22,208 followers Β· π18 π1 π¬3)
> A very wide and loose base that looks like a sloppy mess to me, but notable RS here in $AMD. It just needs to get cleaner. https://t.co/cjlyFV9NvB
7. βͺ neutral @LongGameEquity β (5,612 followers Β· π14 π0 π¬4)
> When youβre up 300%+ on $AMD and Jim Cramer turns bullishβ¦ π https://t.co/ZRuxqomQMk
8. π’ bullish @MikeLongTerm β (26,034 followers Β· π22 π2 π¬0)
> $AMD\| Who is ready 2026 Advancing AI ? From 2025 Advancing AI, @AMD was $118.50/share, and today it is up 360% or $544.43. We just have so many deals and partnerships in the last 8-10 months that it may outperform the prior 360%. I was busy defending AMD and talking about @...
9. π’ bullish @Peoplewish β (19,440 followers Β· π20 π1 π¬1)
> Agree 100%. Nearly all of those names are simply reverting to the mean after a serious ass kicking! However, there are a few that never broke down during the unwind over the last few weeks. $DELL $AMD $HPE to name a few. Those are the ones Iβm most interested in, two of which ...
10. βͺ neutral @kpak82 β (75,657 followers Β· π17 π1 π¬2)
> $AMD (daily) Just when you thought things were moving technically, market said "fk your wedge breakdown, lines, and resistances" Back to to chop range. This is why you cant trade too many tickers as there will be times when theyll do random/low probability moves. https://t.co/...
11. π’ bullish @MitchMartan98 β (12,112 followers Β· π11 π0 π¬1)
> πΊπΈ WHITE HOUSE TO REDIRECT BILLIONS IN RESEARCH FUNDS TOWARD AI, AWAY FROM COLLEGES - WSJ And youβre bearish AI and compute? $AMD $NVDA $NBIS $INTC $GOOG
12. π΄ bearish @reasonus4 β (1,998 followers Β· π8 π2 π¬0)
> @WatcherGuru Amazing retail doesnβt ask, βIf AI demand is so robust, why rob universities to hand money to AI companies?β Because AI is bankrupt & is Trumpβs biggest con ever. He likely even came up with circle jerk financing btw $NVDA $AMD & hyperscalersβ¦.
13. βͺ neutral @imnotharsh β (5,197 followers Β· π5 π0 π¬2)
> $AMD Advancing AI 2026 is coming on Thursday, July 23rd. I am looking forward to watching Lisa Suβs keynote and the product deep dives are the main things I am watching for. AMD will lean hard into its full-stack AI story. Obviously I am coming from a perspective of an Int...
14. π’ bullish @Dboybruh β (6,046 followers Β· π8 π0 π¬1)
> - how $AMD shareholders eating once again after a brief 10 minute scare last week https://t.co/kszat8HLFp
15. βͺ neutral @Samurai__Stock β (2,011 followers Β· π5 π0 π¬1)
> My portfolio has been trading in the same range for about a month $META $AMD $AMZN $MSFT earnings are the big 4 that can get my portfolio to start moving againβ¦.hopefully to the upside https://t.co/govTKpVIGE
16. βͺ neutral @ThemeAlpha β (584 followers Β· π0 π0 π¬2)
> $AMD I've gotten away from using the popular 21 EMA and 50 SMA and just use the 10 EMA (as a trendline) because of the psychological factor of expecting the price to react there when more often than not they plunge through or don't get there and seem no better edge than random...
17. βͺ neutral @mishra_priyank β (1,977 followers Β· π0 π0 π¬2)
> AI names vs their 200-day average: $MU +99% $AMD +82% $NBIS +57% $TSM +21% $GOOGL +8% $NVDA +8% $AVGO +6% $AMZN +6% $META +1% $MSFT -9% $PLTR -15% $CRWV -19% memory and chips still riding the trend. software's slipped below it. the AI trade stopped moving as one block a whil...
18. βͺ neutral @panicsellweekly β (2,392 followers Β· π2 π0 π¬1)
> $AMD β July 17th No Panic Zone update recap I told subscribers the uptrend was still technically intact β Bull Flip active, Strong Trend still bullish β even though a lot under the hood had weakened. What deteriorated: All MAs Aligned rolled over to neither (was bull the wee...
19. βͺ neutral @shrederickson β (4,932 followers Β· π2 π0 π¬1)
> Looking at the big boys from the last round; $DELL $ARM $AMD $SNDK $NBIS Maybe we just base and correct with time. Who knows
20. π’ bullish @BemisLisa83887 β (1,060 followers Β· π2 π0 π¬1)
> Micron $MU is still a $1,750 stock. Sandisk $SNDK is a $3,000 stock. AMD $AMD is a $750 stock. NVIDIA $NVDA is a $400 stock. TSMC $TSM is a $650 stock. The market is still dramatically underestimating the long-term value of AI infrastructure. I'm not investing for the ne...
Sentiment: π’π’π’π’π’ Bullish (score +0.78) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 10 neutral Β· π΄ 1 bearish Β· ποΈ 1 spam filtered
Influencer share: 74% (accounts > 10K followers) Β· Retail share: 5% (< 2K) Β· Rocket emoji rate: 5%
1. βͺ neutral @lookonchain β (701,061 followers Β· π83 π6 π¬19)
> This mysterious whale has closed the $MU long, making a profit of ~$1.71M in just 10 hours. https://t.co/3NnEzCYvAJ https://t.co/DDbZJawASd
2. π’ bullish @EliteOptions2 β (247,814 followers Β· π56 π7 π¬14)
> $MU lost $350B in market cap in a week, then made half of it back in two days $MU is right outside of 1000, up almost 200 pts after a violent backtest of 800. Through 1000 and $MU can quickly retest ATHs, through ATHs and it'll gravitate towards 1500. 845 and 800 absolutely n...
3. π΄ bearish @TheBubbleBubble β (187,632 followers Β· π40 π4 π¬8)
> Thereβs a lot of excitement around todayβs bounce in semiconductor stocks, but I'm skeptical. Parabolic moves like this, even when adjusted for M2 money supply, rarely end well, especially with this insane level of retail hype and leverage. $SOXX $MU
4. π’ bullish @PatrickMoorhead β (66,556 followers Β· π36 π0 π¬5)
> May or may not have snuck out with some HBM4. Iβm rich. $MU https://t.co/pTUi8NzGnG
5. π’ bullish @_HalalTrader_ β (11,686 followers Β· π44 π1 π¬1)
> $MU They got their loans, Hynix is ripping overnight! https://t.co/8FN6mzgqRU
6. βͺ neutral @pdicarlotrader β (130,884 followers Β· π16 π0 π¬10)
> Bull trap on semis? π€ $AMD $MU $INTC $SOXL
7. π’ bullish @vnkumarvnk β (65,328 followers Β· π26 π0 π¬5)
> $MU gap up overnight! π https://t.co/63ZyieQas7
8. π’ bullish @Gubloinvestor β (51,828 followers Β· π29 π1 π¬3)
> $MU $100 in Overnight market is fun..
9. βͺ neutral @Venu_7_ β (44,863 followers Β· π25 π0 π¬4)
> Respectfully, Nick isnβt a FURU. For the record, he made an insane trade riding $MU from around $450 to roughly $1.1K or $1.2k Heβs simply following his own process. It might look bearish at times, but thatβs not the same as being a perma-bear. From a swing traderβs perspec...
10. ποΈ spam @SuperLuckeee β (118,604 followers Β· π9 π1 π¬7)
> Last time I explained when to get $MU it exploded $300 to $1250. This it will spike from $800 to $2500+ So make sure to follow me @itsmichaelluu
11. βͺ neutral @preetkailon β (129,474 followers Β· π22 π0 π¬1)
> $MU BIG TEST COMING. 980/1000 LEVEL. This is a big psychological level and exactly where a lot of shorts piled in on the way down. That's what makes the next few sessions matter. If buyers break through with momentum, those shorts are underwater and have to cover, and that ...
12. βͺ neutral @SC_GameChanger β (2,706 followers Β· π3 π0 π¬3)
> @Brownmoose Or 38.77 was good spot on flip on 50 MA on 4 HR So many flips today $NBIS $MU $SNDK AH $POET $OUST
13. π’ bullish @Zac_Markovich β (23,929 followers Β· π8 π0 π¬0)
> $MU Reclaiming March up trend. https://t.co/OUXeDpUOB4
14. π’ bullish @ZeekTyt β (2,911 followers Β· π3 π0 π¬1)
> Thank you little ants for not fumbling today π’ SK Hynix +7.82%, Samsung +5.21%, KOSPI +5.33%. $SKHY $MU $DRAM might have another good day tomorrow π https://t.co/CFEaHjX0eL
15. βͺ neutral @MinervaCap β (3,120 followers Β· π2 π0 π¬1)
> π Watchlist for tomorrow (Not Financial Advice) $MU $GM $NVMI $CECO $TSM $IBKR $PANW $ATI $GPRE $CIFR π See pinned tweet for how I use my WL https://t.co/cWHK3Adon1
16. βͺ neutral @liorsela β (4,427 followers Β· π1 π0 π¬1)
> Did you know that $MU is paying a dividend? π€ https://t.co/2qDmxTTJ7D
17. π’ bullish @AsiaFinance β (412,009 followers Β· π3 π0 π¬0)
> BofA reiterated its Buy rating on Micron $MU and set a $1,550 price target, implying around 80% upside from recent levels. SK Hynix $SKHY is reportedly in talks to acquire $INTC Ohio semi campus. CEO Kwak Noh-jung: βWe forecast that next year will be the worst year in the indu...
18. βͺ neutral @polaronfinance β (1,639 followers Β· π0 π0 π¬1)
> $MU faces Huawei's new memory facilities \| @YahooFinance https://t.co/V8SWi2LdvA
19. βͺ neutral @masked_investor β (109,958 followers Β· π3 π0 π¬0)
> π¬ $MU investors right nowβ¦ https://t.co/pJrVNmUe9a
20. βͺ neutral @TSLAshareholder β (12,276 followers Β· π0 π0 π¬1)
> @liorsela @grok based on this dividend, how many shares of $mu does this represent?
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· β high confidence (14 directional posts)
Distribution (20 posts): π’ 14 bullish Β· βͺ 5 neutral Β· π΄ 0 bearish Β· ποΈ 1 spam filtered
Influencer share: 68% (accounts > 10K followers) Β· Retail share: 11% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @StockSavvyShay β (431,600 followers Β· π221 π20 π¬37)
> Kimi K3 is too large to run efficiently on a single accelerator so the workload must be distributed across many chips that exchange data at extremely high speeds. $CRDO and $ALAB benefit from the high speed connectivity inside AI clusters while $MRVL and $AVGO provide the net...
2. π’ bullish @Pentosh1 β (925,668 followers Β· π113 π4 π¬33)
> $CRDO is another one I'd like to build a position in, I started a partial position today. Going to try to take my time on this but at least started exposure. As not in a huge rush atm in the market. For anything that I view as a longer term trade, I'll start doing a writeup ...
3. π’ bullish @FeroceResearch β (17,169 followers Β· π33 π2 π¬8)
> βWho can possibly still be bullish on $MU $ALAB $CRDO after theyβve already ran much?β Me: https://t.co/hk4vqshGpQ
4. ποΈ spam @TheBigBerbowski β (17,188 followers Β· π27 π1 π¬8)
> To celebrate AI rekindled, here's a reminder of what you can find on my substack. Recent coverage of: $CRDO $AAOI $WDC $PENG $KXIAY Research focused on AI infrastructure buildout. I also enjoy covering microcaps like $PPIH and $ACFN and soon many more. Planning to ...
5. βͺ neutral @StockSavvyShay β (431,600 followers Β· π24 π3 π¬5)
> Hereβs my full breakdown of the opportunity across $CRDO, $ALAB, $MRVL and $AVGO: https://t.co/4UPuj3Fi8H
6. π’ bullish @Chartradamus β (6,666 followers Β· π32 π0 π¬1)
> Portfolio is healing today. Up +10%. Setups of interest that Iβve advocated for are moving off their troughs with aggression. A few of these includeβ¦ $CLS $CRDO $AAOI $NBIS $CIFR $OUST $ASTS As a measure of safety, with Yields/USD/Oil rising, Iβve decided to start a hedge d...
7. π’ bullish @davey_juice β (7,272 followers Β· π13 π1 π¬4)
> Many have asked me what a reasonable price to pay for $crdo is For me personally, Under $220 = solid area to add a bit Under $205 = nice accumulation zone Under $180 = add heavily Under $160 = load the boat 220$ - 41.8B MC Assuming 2B EBIT for 2027 (FY 2028 but 2q ...
8. π’ bullish @athuinvests β (12,555 followers Β· π19 π0 π¬2)
> $CRDO at $220 hasnβt moved much today compared to others. Nice time to add here. Great company. $300 coming soon.
9. βͺ neutral @mikalche β (86,855 followers Β· π8 π1 π¬3)
> Watch the sympathy list tomorrow: π $MRVL π $CRDO π $ALAB π $MU π $WDC π $SNDK π $GLW π $CIEN π $GEV π $ETN π $SKHY Not because they're Super Micro. Because they're pieces of the same AI factory.
10. π’ bullish @JasonL_Capital β (51,108 followers Β· π12 π0 π¬2)
> 7. $CRDO - Credo Technology High-speed connectivity for AI clusters. Fiscal 2026 revenue tripled to $1.3 billion. Net income surged 392%. Building 1.6T Active Electrical Cables and optical interconnects. Optical portfolio targeting $600 million+ in FY27. https://t.co/K3iH9Zr6IX
11. βͺ neutral @FranVezz β (22,208 followers Β· π6 π0 π¬3)
> Great bounces in semis and memory, but if a chart like this were to get smacked down at the moving averages, would you be surprised? Happy to see them reclaim MAs also! $CRDO https://t.co/DAv0dNYM3D
12. π’ bullish @LisaSongSutton β (21,565 followers Β· π6 π1 π¬2)
> I donβt share stocks that promise quick short-term profits. I only share stocks with steady growth potential. $NBIS β $211.90 Nvidia disclosed a 9.3% stake, and Reflection AI signed a $1B compute deal with Nebius. $CRDO β $222.13 Revenue grew 205.7% TTM as AI data-center con...
13. π’ bullish @InvestmentGuru_ β (41,913 followers Β· π8 π0 π¬1)
> If AI plays bounce, a few beaten-down stocks I like are: $MU $CRDO $MRVL $AAOI $AXTI $VSH $OUST $PENG $AEHR $ASOL Early strength is encouragingβnow letβs see if it follows through.
14. π’ bullish @0xmagiclines β (3,419 followers Β· π5 π1 π¬1)
> Me and @cvotrades are back with another episode of The Magic Lines Podcast and the memory beras will not be pleased. Watch now on the Magic Lines YouTube to see where we're buying $MU, $SNDK, $CRDO, $MXL, $MRVL and more π«‘ https://t.co/S1UnMuZABK
15. π’ bullish @BaBig90 β (3,263 followers Β· π0 π0 π¬3)
> @Pentosh1 Smartttttt $CRDO is the real deal. $COHR and $ALAB look great as well. $MRVL too.
16. π’ bullish @InvestmentGuru_ β (41,913 followers Β· π5 π0 π¬1)
> AI trade is showing signs of life again as investors rotate back into semiconductors, memory, networking, and AI infrastructure names. $MU $SNDK $CRDO $MRVL $AMD $NBIS
17. π’ bullish @durial β (1,056 followers Β· π1 π0 π¬2)
> took 5% positions in $CRDO and $FCEL want to look to build them to 10-15% positions on dips if they come
18. βͺ neutral @FuturumEquities β (21,358 followers Β· π4 π1 π¬0)
> Full breakdown names all six, including why $MU's smaller HBM share could mean greater earnings sensitivity than SK Hynix and where $CRDO and $ALAB fit in the networking stack. https://t.co/tI47NwqitR
19. π’ bullish @hassyswings β (883 followers Β· π5 π0 π¬0)
> $CRDO > Falling wedge > Holding the previous area of resistance becomes support Going to consider a swing above this wedge (230) level https://t.co/gAZ53ZiuC2
20. βͺ neutral @Venu_7_ β (44,864 followers Β· π5 π0 π¬0)
> @LinQingV who will be biggest beneficaries? Is it $AVGO, $ANET $CRDO $ALAB, $MRVL?