Generated: 2026-07-25 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 +0.33) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 9 neutral · 🔴 3 bearish · 🗑️ 2 spam filtered
Influencer share: 39% (accounts > 10K followers) · Retail share: 22% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TradexWhisperer ✓ (140,712 followers · 👍99 🔁5 💬11)
> According to the Korea Customs Service on the 21st, semiconductor exports hit $22.113 billion, up 180.6% from a year earlier. They accounted for 40.3% of total exports, 1.8 times the 21.9% share a year ago. $SKHY $MU $TSM
2. 🟢 bullish @itsjcmerlo ✓ (5,087 followers · 👍7 🔁1 💬3)
> 🤣😭🤣 CXMT IPO MONDAY Yeah bro that’s not dragging down Micron and neither is Jensen tweeting Next week: ER reveals Capex, Green week, Trump Deal concoction = $MU ATH DONE ✅
3. ⚪ neutral @_HalalTrader_ ✓ (11,771 followers · 👍15 🔁0 💬1)
> $MU We all have that needy friend like Jensen
4. ⚪ neutral @danielnewmanUV ✓ (77,161 followers · 👍11 🔁0 💬2)
> I stand with $MU on this one. 😐
5. 🔴 bearish @MentoviaX ✓ (27,853 followers · 👍8 🔁0 💬1)
> @Kalshi_Finance Trump needs to put an end to this nonsense and save American businesses $TSLA $MU $NVDA from malicious short sellers like Burry.
6. 🟢 bullish @mukund ✓ (60,084 followers · 👍2 🔁1 💬2)
> $MU $TSM Despite semiconductors being the backbone of the AI capex boom, sector forward P/E multiples are trading near their 10-year average (~19.5–21x), roughly level with slow-growth healthcare suggesting the market isn't pricing in sustained AI-driven earnings growth. A...
7. 🟢 bullish @GrindeOptions ✓ (54,965 followers · 👍9 🔁0 💬0)
> When it comes to the AI boom cycle, Would you rather invest in companies receiving the money or paying the money? Seems like a logical choice to pick the companies receiving the money. $MU, $AMD, $SNDK and others are quite literally receiving billions upon billions of dolla...
8. 🔴 bearish @operationmilly (955 followers · 👍3 🔁0 💬2)
> @Ze1ooooo I lost $400+ today on a zero-day put on $MU 😔
9. ⚪ neutral @BoxTraderVK ✓ (9,089 followers · 👍5 🔁0 💬1)
> $NBIS $MU $IBM $ACN Deep weekend thoughts You trade alone. That's not the cost , that's the edge. There are a thousand ways to make money here. You only need one. Carve it out. Make it repeatable. Trade that and nothing else. Know Market and Sector Strength Everything ou...
10. 🔴 bearish @MsVeilMoney ✓ (2,191 followers · 👍2 🔁0 💬2)
> Michael Burry just disclosed major additions to his personal short portfolio: • $NVDA short added at $210.28 • $MU short added at $933.86 • $CAT short added at $893.49 • $SOXX short added at $535.83 He is also holding his TSLA and PLTR shorts. Still heavily bearish on the ...
11. ⚪ neutral @Micro2Macr0 ✓ (113,945 followers · 👍4 🔁0 💬1)
> @TheRonnieVShow Memory = $MU $DRAM $SKHY
12. 🗑️ spam @BillBrooklyn10 ✓ (116,120 followers · 👍3 🔁1 💬0)
> Did you manage to capture the lowest prices of the following 8 stocks this year? $INTC — $37.76 → $92.32 (+144.56%) $TSLA — $306.51 → $313.03 (+2.13%) $MU — $294.69 → $920.95 (+212.52%) $AAPL — $242.96 → $333.02 (+37.12%) $AMD — $188.22 → $521.95 (+177.32%) $NVDA — $16...
13. ⚪ neutral @CaktusJxck ✓ (2,560 followers · 👍1 🔁0 💬1)
> WSJ: Apple ( $AAPL ) is lobbying the Trump administration to permit sourcing memory chips from Chinese suppliers CXMT and YMTC for products sold outside the U.S. Micron Technology ( $MU ) is fiercely fighting the effort, forcing the White House to choose between lowering con...
14. ⚪ neutral @TechEquityEng ✓ (1,253 followers · 👍1 🔁0 💬1)
> @stockpickerspb Yes this, EPS treatment happened to $MU, I remember it dropped to under $100 after a recent earnings few quarters ago. Fundamentals eventually take over and it’s pretty violent when it does…
15. 🗑️ spam @athuinvests ✓ (12,629 followers · 👍1 🔁1 💬0)
> Portfolio up 42% YTD: - AI Cloud: $NBIS $BRUN - Memory: $MU $KXIAY $MIRAE - Photonics: $SIVE $AAOI - Foundry/Chip/Packaging: $INTC Pretty happy with this. Haven’t used margins. Macro conditions made me feel it’s better not to initiate a long position in another stock right ...
16. 🟢 bullish @ChillBanking (6,790 followers · 👍2 🔁0 💬0)
> Memory expert sees memory companies being able to dictate prices for the next 3 years and having balanced power for the following 7 years. $MU $SKHY https://t.co/zVlbgwm1ch
17. ⚪ neutral @DivIncomeBcast ✓ (4,930 followers · 👍2 🔁0 💬0)
> @JManCapital I have no idea which is the more trustworthy choice, but I would invest in the US company. $MU
18. ⚪ neutral @StockStormX ✓ (4,951 followers · 👍1 🔁0 💬0)
> 32GB of RAM now costs about as much as an entire 16GB MacBook Pro $SNDK $MU
19. ⚪ neutral @fantasyfootbll3 ✓ (882 followers · 👍1 🔁0 💬0)
> Apple stock $AAPL vs Micron stock $MU Over the past month: #Apple stock (+13.63%) 📈 #Micron stock (-12.17%) 📉 https://t.co/37C0uEWzvV
20. 🟢 bullish @nic11_olesmit ✓ (1,322 followers · 👍1 🔁0 💬0)
> After the U.S. market closed yesterday, I have just one thing to say: What truly matters isn't the rise or fall of the indices, but where the capital is flowing. The stocks I’m watching for August include: $MU → 959 → 1300$ $NVDA → 212 → 240$ $MSFT → 395 → 420$ $META → 627 → 7...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.33) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 6 neutral · 🔴 3 bearish · 🗑️ 5 spam filtered
Influencer share: 20% (accounts > 10K followers) · Retail share: 40% (< 2K) · Rocket emoji rate: 7%
1. 🟢 bullish @GrindeOptions ✓ (54,965 followers · 👍9 🔁0 💬0)
> When it comes to the AI boom cycle, Would you rather invest in companies receiving the money or paying the money? Seems like a logical choice to pick the companies receiving the money. $MU, $AMD, $SNDK and others are quite literally receiving billions upon billions of dolla...
2. 🟢 bullish @LongGameEquity ✓ (5,743 followers · 👍7 🔁0 💬0)
> The biggest bottleneck in AI right now is inference response time. ⚡ $AMD and $CBRS are teaming up to push inference performance even further, helping deliver faster AI responses at scale. The AI race isn’t just about training anymore… it’s about who can answer first. 🚀 http...
3. ⚪ neutral @chad_ventures ✓ (22,906 followers · 👍7 🔁0 💬0)
> $AMD is stuck in a tight range between the upward-sloping weekly Ichimoku Tenkan (blue) support at $510 and the horizontal Gann resistance at $575 Which one will break first? That'll be telling about the direction price is likely to move in the coming weeks https://t.co/FeV5...
4. ⚪ neutral @TechEquityEng ✓ (1,253 followers · 👍1 🔁0 💬1)
> I held $AMD for years around $12 range and sold at $15 out of lack of patience when I was an amateur. Same with $NVDA, I use to have around 1/20 of the current cost and stock price kept sinking or did nothing for years even know I had the thesis for Ai in my mind. Some of th...
5. 🟢 bullish @RickJamesAbe (1,096 followers · 👍0 🔁0 💬1)
> @asklivermore Up 24% YTD Thank you $AMD 🤪
6. 🟢 bullish @rabbitsignal_cn (509 followers · 👍0 🔁0 💬1)
> On Jul. 23, $AMD announced a comprehensive strategic partnership with Anthropic, securing initial deployment of 1 GW of Instinct MI450 GPUs across its Helios rack-level #AI infrastructure during the first half of 2027. 1/5 🧵 https://t.co/47BT74hIqU
7. 🟢 bullish @rabbitsignal_cn (509 followers · 👍0 🔁0 💬1)
> On Jul. 23, $AMD announced an expanded strategic partnership with $MSFT to deploy Helios racks, Venice CPUs, and networking infrastructure across #Azure workloads beginning in late 2026. 1/5 🧵
8. 🟢 bullish @DegenStudios (3,087 followers · 👍0 🔁0 💬1)
> @CryptoKaleo Tendies on wall st? Been doing that. $LLY $NVDA $AMD BUYING $RDDT n $CSCO At $12M im out.
9. 🔴 bearish @CarsonTalkMoney ✓ (5,189 followers · 👍1 🔁0 💬0)
> @SCHDETF $SCHD was one of the only bright spots from my portfolio today I don’t own much, but when $AMD did poorly they did great
10. ⚪ neutral @ReconBull ✓ (714 followers · 👍1 🔁0 💬0)
> $AMD hosts Advancing AI 2026 event in San Francisco, featuring CEO Lisa Su and executives from Meta, AT&T, and Cisco to detail the company's artificial intelligence ecosystem growth and product roadmap.
11. ⚪ neutral @HotAisle ✓ (5,515 followers · 👍1 🔁0 💬0)
> I believe that this should have had $AMD on it. OpenWeights should be on all platforms.
12. ⚪ neutral @LifeLessonsAcad ✓ (4,404 followers · 👍0 🔁0 💬0)
> @zerohedge Does defense robotics change how you track $AMD's AI mix, or is this still mostly a data-center story for now?
13. 🗑️ spam @SOLWhaleEntry ✓ (28,870 followers · 👍0 🔁0 💬0)
> Degens found another gem 🔥 there's a game. you play with a raccoon, catching trash. score 1000+ and you can grab some $JIMOTHY. 🦝 https://t.co/bwCCBltrBc $AMD https://t.co/83ERbPoPr4
14. 🗑️ spam @ukyul ✓ (1,903 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $PLUG $SNAP $AMD I've created a WhatsApp group, and all stock investors are welcome to join. Get daily real-time updates on stock news and trend 👉 https://t.co/u3kHqgYRXt We recommend 3-5 high-quality stocks daily and provide real-tim https...
15. 🔴 bearish @Robert46989257 (1,286 followers · 👍0 🔁0 💬0)
> hundreds of billions "invested" everyweek in capex... all this money is ALREADY destroyed. u have the "math" clearly laid out since 1Y or so. open AI and anthropic will NEVER generate 1 trillion revenue in that short amount of time (20% net income margin minimum) $NVDA $AMD
16. ⚪ neutral @MoMoMacro ✓ (5,640 followers · 👍0 🔁0 💬0)
> @HyperTechInvest $AVGO Tomahawk 6 supply is the actual constraint for $AMD's Helios here.
17. 🗑️ spam @CameranNelson ✓ (1,985 followers · 👍0 🔁0 💬0)
> I created a dedicated WhatsApp group for $GOOGL $GOOG $AMD shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗https://t.co/S7F4zYnn26 Click this link or the link on my homepage to join https://t...
18. 🗑️ spam @sakura_ao94 ✓ (1,840 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $SNAP $AMD $PLTR I've created a WhatsApp group, and all stock investors are welcome to join. Get daily real-time updates on stock news and tren 👉 https://t.co/YrZjlBFk2j We recommend 3-5 high-quality stocks daily and provide real-time ris ht...
19. 🗑️ spam @CameranNelson ✓ (1,985 followers · 👍0 🔁0 💬0)
> I created a dedicated WhatsApp group for $SNAP $AMD $PLTR shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗https://t.co/S7F4zYnn26 Click this link or the link on my homepage to join https://t....
20. 🔴 bearish @InsiderFinancex ✓ (10,814 followers · 👍0 🔁0 💬0)
> InsiderFinance's AI analysis flagged this exact bearish $AMD bear put spread at $521.96. Members are already up +11.83% in 7 trading days. ↘️ Flow flip: $721.8M calls vs $235.2M puts, +$486.6M net over 5 days ↗️ Fresh burst: $545 call, 7,510 contracts vs 1,394 OI, $13.64M ➡️ ...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.33) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 10 neutral · 🔴 3 bearish · 🗑️ 1 spam filtered
Influencer share: 32% (accounts > 10K followers) · Retail share: 16% (< 2K) · Rocket emoji rate: 0%
1. 🔴 bearish @RealSimpleAriel ✓ (62,037 followers · 👍162 🔁9 💬17)
> I was stopped out of $CIFR but $CRDO yesterday was a great example of shorting into supply. Worth learning for if we ever go into a prolonged sell cycle. https://t.co/L8l8FU3BtV
2. ⚪ neutral @greyvese ✓ (5,490 followers · 👍37 🔁1 💬19)
> ChatGPT stock portfolio is outperforming the market and other AI Agent > GPT portfolio value: $167,723 > total return: +67.72% - S&P 500 return is only +10.06% - Grok +41.99% - Claude +16.96% top 3 biggest winners: > $CRDO +100.8% > $NBIS +94.0% > $APH +19.5% it's intere...
3. 🟢 bullish @ptracy75 ✓ (6,517 followers · 👍29 🔁4 💬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...
4. ⚪ neutral @OptionsWithRyan ✓ (9,000 followers · 👍27 🔁1 💬0)
> Stock Market Warning $GOOGL & $TSLA ’s AI Spending Surge + What Happens Next (Options With Ryan) $CRDO $DRAM https://t.co/qJJ7WsJ10Q
5. ⚪ neutral @RyshabTalks ✓ (2,378 followers · 👍19 🔁1 💬2)
> My Portfolio Update - July 24, 2026 🟢 My Portfolio: +16% 🟢 S&P 500: +9% (Benchmark) Holdings: =================== $CRDO 15% $ALAB 14% $SNDK 12% $CBRS 12% $LITE 12% $NBIS 11% $MU 11% $SITM 10% $SKHY 5% $KRKNF 5% $ONDS 5% $BE 4% Portfolio is 1...
6. 🟢 bullish @jorge_utd (938 followers · 👍5 🔁0 💬7)
> @aleabitoreddit Scale out and scale up buy $CRDO and $LITE
7. ⚪ neutral @MarketMaestro1 ✓ (47,879 followers · 👍16 🔁0 💬0)
> $CRDO If it loses the BoS zone, it may attempt to form a swing low https://t.co/JYeQz5DuZu
8. ⚪ neutral @davey_juice ✓ (7,287 followers · 👍9 🔁0 💬2)
> Portfolio update after market close of 7-24-26 = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 13 long positions, 2 swing positions Top 6: $nvda $crwd $crdo $app $ddog $pltr Next 5: $net $amd $meli $se $nu Sm...
9. 🟢 bullish @davey_juice ✓ (7,287 followers · 👍9 🔁0 💬0)
> One of the best q/q I’ve ever seen was 2q 26 to 3q 26 for $crdo https://t.co/zv8XXyFF1W
10. ⚪ neutral @Stockspy1 ✓ (10,599 followers · 👍5 🔁0 💬0)
> yesterday, was the answer $CRDO
11. 🗑️ spam @Stock_Screener2 ✓ (2,991 followers · 👍0 🔁0 💬1)
> I've created a WhatsApp group for all $CRDO stock holders to connect. All stocks investors are welcome to join. Active traders can connect with each other. Click this link to contact me via WhatsApp: 🔗https://t.co/7PgA5hykRX https://t.co/NL1Bfm1FUD
12. ⚪ neutral @davey_juice ✓ (7,287 followers · 👍3 🔁0 💬0)
> For those wondering how I see the next 6 quarters going down… re $crdo
13. ⚪ neutral @raygaurca ✓ (1,735 followers · 👍3 🔁0 💬0)
> These names have revealed a new dimension of the market. $MU $NBIS $CRDO https://t.co/kFvn4PlMJ6
14. ⚪ neutral @Finora_EN ✓ (19,176 followers · 👍0 🔁0 💬1)
> 🔴 6.7x Sell Volume Spike on $CRDO , distribution or shakeout? - Given the severity of the drop and the huge volume spike, this looks like a classic liquidity grab or stop hunt event, likely engineered by smart money. The most probable scenario is a short-term bounce or a peri...
15. ⚪ neutral @athuinvests ✓ (12,629 followers · 👍0 🔁0 💬1)
> @glocalinvestor telecom representing 90% of their business today, i wouldn't invest in it if i were a photonics bull. don't people see $CRDO?
16. 🔴 bearish @MacroSkokie ✓ (1,364 followers · 👍2 🔁0 💬0)
> Can you imagine having the opportunity to short POS like $CLS, $CRDO, $AEHR, etc, etc for last couple weeks, EASY MONEY, and saying no, no, I believe in the fcking narrative? The amount of dumb shit I read on X is frightening.
17. 🟢 bullish @davey_juice ✓ (7,287 followers · 👍2 🔁0 💬0)
> Looking out till CY 2h 28, some thoughts on $crdo q/q outlook I think going into 2h 27 we also see a massive - if we believe Bill, and I surely do, September 26 to December 26 should be largest q/q, followed by December 26 to March 27. If optics really starts to click, comps...
18. 🔴 bearish @ethimedes ✓ (4,575 followers · 👍1 🔁0 💬0)
> What a bloodbath $NBIS $CRDO $SKHY $DRAM https://t.co/EHNKs7YIaY
19. 🟢 bullish @davey_juice ✓ (7,287 followers · 👍1 🔁0 💬0)
> Added back most of what I trimmed at 235.71, here at 213.10 re $crdo
20. 🟢 bullish @athuinvests ✓ (12,629 followers · 👍1 🔁0 💬0)
> @Withlove1412 nice! $CRDO is a great full-stack play for the interconnect buildout for AI