Generated: 2026-07-24 02:16
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 (16 directional posts)
Distribution (20 posts): 🟢 16 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 35% (accounts > 10K followers) · Retail share: 25% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @FeroceResearch ✓ (17,239 followers · 👍77 🔁2 💬4)
> Let’s bring up this reminder again since Capex has not shown signs of slowing down yet, the holy grail destination for capex is in: Micron $MU Credo $CRDO Astera Labs $ALAB
2. 🟢 bullish @FeroceResearch ✓ (17,239 followers · 👍63 🔁3 💬5)
> GOOGLE $GOOGL SEES FY27 CAPEX INCREASING “SIGNIFICANTLY” RAISES CAPEX GUIDANCE TO $195B - 205B BEATING ESTIMATES OF 180B-190B Yeah, good luck shorting memory and connectivity my brethren $MU $CRDO $ALAB
3. 🟢 bullish @JUST_KAWS ✓ (7,341 followers · 👍24 🔁2 💬9)
> $GOOGL will raise capex from $190B to $205B in 2026 2027 capex amount won’t be disclosed but it will be “SIGNIFICANTLY MORE” You know what that freaking means right? Stupid bullish for $CRDO $MU $SNDK $NBIS $NVDA etc etc I hope you bought the freaking dips We’re 100% go...
4. 🟢 bullish @FeroceResearch ✓ (17,239 followers · 👍42 🔁1 💬1)
> @KobeissiLetter If you’re wondering where all this money is mostly going, dw I got you Buy $MU $CRDO $ALAB https://t.co/2TTgrQl7pK
5. 🟢 bullish @enrichtrades ✓ (32,745 followers · 👍36 🔁0 💬0)
> $CRDO HTF EMAs are tight after this major demand zone bounce If these AI sympathies can start following through, you know where to look Just check my feed https://t.co/Znis68E2p0
6. 🟢 bullish @ptracy75 ✓ (6,504 followers · 👍26 🔁3 💬0)
> Listen... I believe these 8 stocks could create generational wealth for patient investors through the second half of 2026... 1) IREN ~ $IREN 2) Credo Technology ~ $CRDO 3) Rocket Lab ~ $RKLB 4) Tempus AI ~ $TEM 5) Ouster ~ $OUST 6) Zeta Global ~ $ZETA 7) Oklo ~ $OKLO 8) Ap...
7. ⚪ neutral @mmonis ✓ (15,490 followers · 👍19 🔁0 💬4)
> @BoxTraderVK Kidding... right? $NBIS is day 4 $MRVL is day 4 $CRDO is day 4 I can give many others Look through my lens, and you will see opportunities all around
8. 🟢 bullish @davey_juice ✓ (7,277 followers · 👍12 🔁0 💬1)
> $crdo ‘s acquisition of DustPhotonics will pay off big in AI optics. Their new silicon photonics designs slash the number of physical lasers needed per cluster,often by 4-8x. For example, their 800G-DR8 PIC, instead of needing 8 separate lasers (one per data lane), they use j...
9. ⚪ neutral @MartyChargin ✓ (51,267 followers · 👍6 🔁0 💬3)
> @smartertrader $MU $SNDK $CRDO $ALAB $MRVL…. Everything is already “priced in”😂🤣🤣😂
10. ⚪ neutral @davey_juice ✓ (7,277 followers · 👍9 🔁0 💬1)
> Trimmed a bit less than 1% of my $crdo position at 235.71 after hours. Would love to add these shares and more back below 220/222.. all good if we don’t see that level again. Just some margin control really Added tons of shares on the recent dip, after selling a bunch betwee...
11. 🟢 bullish @jorge_utd (945 followers · 👍2 🔁0 💬3)
> @aleabitoreddit Scale out and scale up buy $CRDO and $LITE
12. 🟢 bullish @davey_juice ✓ (7,277 followers · 👍11 🔁0 💬0)
> Bill Brennan expects AECs to continue to grow very fast but for their optical portfolio to eventually get to a 50/50 split For this FY, analysts see 2.5B and $crdo guided for 600m optical. That means he is saying the split Will go from 600m to 1.9B (24% of revenues) to 5...
13. 🟢 bullish @wey_how12640 ✓ (7,279 followers · 👍7 🔁0 💬1)
> $CRDO (long) Reclaiming the short term KMAs. Not sure how many are shaken out by the crash to 100ema. If you look to the left, it is actually at a bigger and significant pivot. Personally has (finally) set the July 17's low as a hard stop. https://t.co/Vyfk92WEmh
14. ⚪ neutral @Para_Capital ✓ (1,924 followers · 👍8 🔁0 💬0)
> Open the flood gates! $TSM $CRDO $AVGO $NBIS $NVDA
15. 🟢 bullish @hassyswings ✓ (889 followers · 👍7 🔁0 💬0)
> $CRDO > Buyers stepping up at demand zone > Needs back over wedge for 270/280 test https://t.co/LEc1WgH6kF
16. 🟢 bullish @twils1211 ✓ (2,706 followers · 👍3 🔁0 💬1)
> I’ve been quiet. Busy with baby life… work on the house… I’m back to job hunting because this has been probably one of the most stressful years of my life. I hope everyone else is doing well. Better times ahead. Spot $SNDK $CRDO $ALAB But also like $WGMI strength lately....
17. 🟢 bullish @xT1T00 ✓ (1,060 followers · 👍2 🔁0 💬1)
> @iinvestinmyself Keep an eye on $CRDO They’re printing cash with no debts and unlimited demand
18. 🟢 bullish @addeliadwi ✓ (1,667 followers · 👍1 🔁0 💬1)
> The long-term thesis hasn't changed. Only the prices have. I'm still bullish on: 🚀 $MU 🚀 $AAOI 🚀 $CRDO 🚀 $ASTS 🚀 $SNDK 🚀 $CRWV 🚀 $AMD Market pullbacks create opportunities—not reasons to panic. Focus on where these companies could be in the next 1–3 years, not the nex...
19. 🟢 bullish @OptionWell ✓ (14,133 followers · 👍4 🔁0 💬0)
> $CRDO is a good example. Buying shares last year at $72 made more sense, from a risk/reward standpoint, that did writing puts.
20. 🟢 bullish @RichardWedekin1 ✓ (5,940 followers · 👍4 🔁0 💬0)
> Long $CRDO https://t.co/XE3GUlglvb
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.38) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 4 neutral · 🔴 4 bearish · 🗑️ 3 spam filtered
Influencer share: 59% (accounts > 10K followers) · Retail share: 18% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @NickSchmidt ✓ (164,883 followers · 👍70 🔁2 💬5)
> Eyes on $DELL $AMD $MU $ASML https://t.co/ih4Ls5bmYV
2. 🟢 bullish @danielnewmanUV ✓ (77,142 followers · 👍34 🔁6 💬7)
> $AMD Futurum Equities reiterates Buy and ups PT to $800. Top 5 takes from today’s event by @rolfbulk https://t.co/GgpY2nzqtB
3. 🔴 bearish @PurpleDrink_LLC ✓ (10,922 followers · 👍50 🔁0 💬5)
> If $AMD is cut in half by next summer there were definitely signs
4. 🟢 bullish @aleabitoreddit ✓ (968,275 followers · 👍49 🔁0 💬4)
> @Frenchie_ @AMD These stickers were even better. $AMD go brrrr https://t.co/O3dvaUG83a
5. 🟢 bullish @Million_Sancet ✓ (4,184 followers · 👍13 🔁1 💬0)
> They asked Serenity if they got anything relevant about $SIVE from the $AMD conference The main takeaway from the executive commentary revolved around CPO as a key theme It focused on $AMD adoption alongside hyperscalers and the timeline Checks came out quite optimistic for...
6. ⚪ neutral @DanielTNiles ✓ (129,027 followers · 👍10 🔁0 💬1)
> @sptomlinson325 $AMD and $TSM which are there two closest comparables on the CPU and foundry side both trade at EV/Sales ratios of 17x and 12x respectively vs $INTC which is under-earning but improving rapidly as you can see by their results & guidance which trades at 9x.
7. 🔴 bearish @OuroborosCap8 ✓ (29,638 followers · 👍3 🔁0 💬3)
> Bought a bunch of 2-3 week 90/80% Put Spreads on SMH last night. View here is simple, bunch of good news came out on $AMD yet its still failing to break higher. Semi names had an aggressive >2 s.d. bounce against a deteriorating macro backdrop, not if but when.
8. 🟢 bullish @MikeLongTerm ✓ (26,081 followers · 👍8 🔁0 💬1)
> $AMD shareholders when Dr. Su said on Agentic AI "When we add agents, certainly for the new TAM, we’re expecting that the CPU ratio will actually be greater than 1. Maybe we get to the point where it’s 2 CPUs for 1 GPU. It’s hard to call exactly, but we’re certainly seeing fr...
9. ⚪ neutral @Lootster ✓ (1,181 followers · 👍2 🔁0 💬3)
> @aleabitoreddit Looks like you’re $AMD spokesperson now 💪
10. 🗑️ spam @MajidTulsh32058 ✓ (9,480 followers · 👍2 🔁1 💬2)
> Stocks to Watch in July: • 🚀 $NVDA — 208 → 700 • 🚀 $AVGO — 394 → 950 • 🚀 $AMD — 505 → 965 • 🚀 $TSM — 405 → 800 • 🚀 $ANET — 166 → 520 • 🚀 $DELL — 377 → 1,200 • 🚀 $ORCL — 126 → 600 • 🚀 $ARM — 285 → 625 • 🚀 $MU — 850 → 1,950 Follow @MajidTulsh32058 for daily trading notes, pr...
11. 🟢 bullish @blckchaindaily ✓ (55,251 followers · 👍3 🔁2 💬0)
> 🚨 AMD UNVEILS NEW AI CHIPS CLAIMING THEY WILL OUTPERFORM NVIDIA, TARGETING $2T MARKET AT PRODUCT EVENT $AMD
12. 🗑️ spam @FemmyYohana ✓ (787 followers · 👍7 🔁0 💬0)
> I'll only say it once. The smartest money is loading AI infrastructure names on this dip. My July 2026 conviction list: $NVDA — Strong Buy ~$200-$205 $AVGO — Strong Buy ~$380-$388 $AMD — Strong Buy ~$525-$535 $TSM — Must Buy ~$400-$410 $ASML — Strong Buy ~$1,720-$1,760 $MRVL ...
13. 🔴 bearish @rosyprosperity ✓ (1,579 followers · 👍3 🔁0 💬1)
> $AMD Plus Jim Cramer recommended it as a top pick together with $INTC AMD is not cheap at all, even when we use the future expectations, that are highly inflated. It is basically at 2.5x the $NVDA valuation, based on consensus future earnings, which are too low for Nvidia a...
14. 🔴 bearish @Mojo_flyin (4,489 followers · 👍2 🔁0 💬1)
> I did tell you that Helios will only be able to ramp in 2H27. Till then do not expect serious volume from $AMD
15. 🟢 bullish @SemiconductorsX ✓ (11,101 followers · 👍2 🔁0 💬1)
> $AMD eyes >50% of a $220B CPU market by 2030 Current TTM revenue: ~$37B That means CPUs alone could nearly triple the company. Big ambition. #AMD $AMD
16. 🟢 bullish @neverEnough32 ✓ (549 followers · 👍1 🔁0 💬1)
> @Ashton_1nvests Love $AMD
17. 🟢 bullish @CarsonTalkMoney ✓ (5,161 followers · 👍1 🔁0 💬1)
> @SamBruebaker I’m sure it could be worse… mine would be absolutely terrible if not for $ASmL, $AMD and $CAKE
18. 🗑️ spam @BemisLisa83887 ✓ (1,061 followers · 👍1 🔁0 💬1)
> Hot Stocks Right Now Not a guess — based on fundamentals, trend, and valuation. • $NVDA — 210 → 480 • $AVGO — 401 → 680 • $AMD — 557 → 720 • $TSM — 439 → 710 • $MU — 995 → 1,500 • $MRVL — 238 → 420 • $ARM — 327 → 520 • $ASML — 1,809 → 2,500 • $DELL — 444 → 680 People as...
19. 🟢 bullish @neil_shah ✓ (7,367 followers · 👍0 🔁0 💬1)
> @CounterPointTR @AMD @LisaSu @AnthropicAI @NotTomBrown @OpenAI @sk7037 @Meta @cerebras @jackhuynh So @AMD Helios in two forms. It’s beautiful 😻 Its quite wide and unique Open Rack Wide (ORW) form factor co-designed with @Meta Lot of benefits with this ORW design. $AMD #Ad...
20. ⚪ neutral @MikeLongTerm ✓ (26,081 followers · 👍0 🔁0 💬1)
> $AMD 2026 Advancing AI full https://t.co/ieq11H1r62
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.71) · 🟡 medium confidence (7 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 11 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 44% (accounts > 10K followers) · Retail share: 17% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @Brownmoose ✓ (23,957 followers · 👍53 🔁3 💬22)
> $SNDK The bulltrap. Today I've seen tons of bull traps across the board. Tons of my community members were asking me if I was going to call a breakout play, but I didn't. The whole market was fragile/dumping and a few names like $MU and SanDisk were trying to break out an...
2. ⚪ neutral @NickSchmidt ✓ (164,883 followers · 👍70 🔁2 💬5)
> Eyes on $DELL $AMD $MU $ASML https://t.co/ih4Ls5bmYV
3. 🔴 bearish @kpak82 ✓ (75,708 followers · 👍35 🔁1 💬4)
> $MU tagged VWAP and channel resistance today. Expect to see a bearish reversal tomorrow.
4. 🗑️ spam @MrMikeInvesting ✓ (287,099 followers · 👍12 🔁2 💬8)
> Let me be clear… $NBIS will be $400+ $CIFR will be $55+ $MU will be $2,200+ $ONDS will be $18+ $DOCN will be $240+ $UNH will be $600+ $ZETA will be $33+ All within just 8-12 months. Buy the dips & relax. Trust the process…
5. ⚪ neutral @LongGameEquity ✓ (5,676 followers · 👍8 🔁0 💬5)
> $MU is a $400 stock trading at $1,000 $GOOG is a $400 stock trading at $319 $META is a $2,000 stock trading at $606 $NVDA is a $500 stock trading at $200 $NOW is a $120 stock trading at $92 $INTC is an $80 stock trading at $102 $AMD is a $2,000 stock trading at $545 https://t....
6. ⚪ neutral @preetkailon ✓ (129,507 followers · 👍15 🔁1 💬1)
> $MU 990/1000. That's the whole fight right now. Shorts have defended that zone since the breakdown and they are not letting it go easily. Every push into it has been sold. Look at the last few candles. Wicks on BOTH sides. Buyers picking up the dips, sellers slapping the high...
7. 🟢 bullish @GAndersonTrades ✓ (8,133 followers · 👍12 🔁0 💬1)
> Repeat after me: Nothing more BULLISH than a FAILED: (Breakdown, H&S you get the idea) $MU looks ready to BLAST to $2k https://t.co/23Wn0XpQFZ
8. 🗑️ spam @MajidTulsh32058 ✓ (9,480 followers · 👍9 🔁1 💬1)
> 🚀 My Sector Rotation Watchlist for the Next AI Cycle I'm staying focused on the sectors where capital continues to flow. These are the companies I'll be watching closely for the next wave of opportunities. Memory $MU • $SNDK • $WDC Semiconductors $NVDA • $AMD • $ARM • $INTC...
9. 🟢 bullish @tgeissinger (1,539 followers · 👍11 🔁0 💬0)
> Start looking for relative strength: $MU $NBIS $RKLB $HOOD $HIMS $AAOI $XOM These are the names that will lead out of this pullback (higher probability)
10. ⚪ neutral @Zac_Markovich ✓ (23,967 followers · 👍5 🔁0 💬2)
> Was great talking with @Venu_7_ ! Talked about recent moves in RAM/ AI & Data Center names like $NBIS $MU $MVRL $TSLA $NVDA $AAOI and many more. Also talked $SPY and where we think its headed for second half of the year. Shared a bunch of charts and resources in the comme...
11. 🟢 bullish @cyberprince_rwo ✓ (19,045 followers · 👍7 🔁0 💬1)
> The 2 smartest guys alive told us directly what to buy. @elonmusk praised $MU on the $TSLA earnings call yesterday. Jensen from $NVDA said $MRVL is the next trillion dollar company , as far as I'm aware, the only stock he told the audience live in person on stage in Taipei ...
12. 🟢 bullish @itsjcmerlo ✓ (5,004 followers · 👍3 🔁0 💬2)
> 5K FOLLOWERS! MUCHAS GRACIAS 5,000 of you now follow a guy who posts charts at 11pm and holds $MU like it’s a family heirloom. Genuinely grateful. Same thesis, same conviction, more coming. Thank you 🙏 Just crossed 5K followers. Unlike my positions, I’m never taking pro...
13. ⚪ neutral @BenBSP ✓ (8,625 followers · 👍5 🔁0 💬1)
> $MU under $980 AH!! This is all over the place..Friday will be crazy with Tariffs looming over the weekend 🧐🧐 https://t.co/kcku37TjOh
14. ⚪ neutral @CJDGiesen ✓ (977 followers · 👍2 🔁0 💬2)
> @TradexWhisperer So if you all sell your shares back to $MU and i keep 1 share, then in 5 years $MU belongs to me and i can take it private? Nice.
15. ⚪ neutral @joedab12 ✓ (9,151 followers · 👍0 🔁0 💬2)
> KOSPI $SKHY $DRAM $MU this doesnt look TOO bad after 3 big green candles in a row, considering we saw plenty of 5-6%+ down days in recent weeks https://t.co/zjdJwvsDTj
16. ⚪ neutral @cadeinvests ✓ (48,919 followers · 👍2 🔁0 💬1)
> $SPMO - Invesco S&P 500 Momentum ETF My most recent add that I just started buying this year. Picks stocks from the S&P 500 based on a momentum score. Adjusted twice a year. Expense ratio: 0.13% 1 yr return: +31% 5 yr return: +145% Top Holdings: $MU $NVDA $AVGO $A...
17. 🟢 bullish @JasonMaPhD (3,237 followers · 👍1 🔁0 💬1)
> Let’s go. $MU
18. ⚪ neutral @LifeLessonsAcad ✓ (4,397 followers · 👍1 🔁0 💬1)
> @RealSimpleAriel Memory and rails can lead for a stretch, but mega-cap growth still sets the ceiling until the bid gets broader. $MU needs company from the indexes.
19. ⚪ neutral @BullTradeFinder ✓ (123,232 followers · 👍1 🔁1 💬0)
> $MU ⚡️Voltmap Request⚡️ $970 and $980 hold needs to break through $1000 to push higher. @VoltickIO https://t.co/iYFFUEntUd
20. ⚪ neutral @SwetalP41290270 ✓ (1,038 followers · 👍0 🔁0 💬1)
> @_HalalTrader_ How does $SKHY against $MU?