Generated: 2026-07-28 02:09
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🔴🔴🔴🔴🔴 Bearish (score -0.69) · ✅ high confidence (13 directional posts)
Distribution (20 posts): 🟢 2 bullish · ⚪ 6 neutral · 🔴 11 bearish · 🗑️ 1 spam filtered
Influencer share: 63% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @itsmichaelluu ✓ (74,717 followers · 👍35 🔁3 💬7)
> Every chip must be packaged together with memory. $NVDA and $MU can't even exist without $AMKR. $AMKR tells us the future of AI right here:
2. 🟢 bullish @clintoptions ✓ (77,985 followers · 👍11 🔁2 💬7)
> Despite the recent market pullback which has felt like nothing but a bloodshed, $MU is still up a considerable amount on the year. The recent pullback is healthy for a stronger move up later this year. Trust the process https://t.co/Qjpl345Xvg
3. 🔴 bearish @ren_stocks ✓ (48,033 followers · 👍17 🔁0 💬3)
> My god memory is taking a beating… Kioxia 285.A $SKHY $MU $SNDK https://t.co/SjhMu0udFB
4. 🗑️ spam @BillBrooklyn10 ✓ (117,089 followers · 👍21 🔁1 💬1)
> AI Semiconductor Profitability Breakdown $MU (Micron): Margin leader with an 80.4% operating and 84.6% gross margin. $SKHY (SK Hynix): HBM leader with a 72% operating margin. $NVDA (Nvidia): AI GPU leader with a 64.0% operating margin and $119B free cash flow. $TSM (TSMC):...
5. 🔴 bearish @MichaelPBento ✓ (14,206 followers · 👍20 🔁0 💬1)
> Hey $MU cultists. You’re next.
6. 🟢 bullish @itsmichaelluu ✓ (74,717 followers · 👍8 🔁0 💬4)
> 1. Us/Iran war ends this summer no later than Aug 15. 2. Rate hikes are off the table. 3. AI trade continues (which it should) $MU has the best earnings guidance its coming up again in September.
7. ⚪ neutral @BenBajarin ✓ (48,902 followers · 👍18 🔁0 💬0)
> Nice little video from $MU on the building of a memory fab in the US. Loved the banner on the shell "Memory Made in America - Coming 2028" You can bet i'm going to push our friendlies there hard to get me a tour. https://t.co/xmCHegQprU
8. 🔴 bearish @MentoviaX ✓ (27,960 followers · 👍11 🔁0 💬0)
> $MU the break-down today invalidated the inverted H&S setup as it breached the right shoulder 902 level..... and it closed slightly shy off that 902 level..... the bounce into close provided some hope (especially with hourly chart RSI showing a potential bounce move), but keep...
9. ⚪ neutral @Sam_Badawi ✓ (51,739 followers · 👍2 🔁0 💬2)
> $CXMT IPO pushed its valuation close to $500B, but I explain why I believe the move is disconnected from fundamentals despite strong long-term growth prospects. I compare $CXMT with $MU, Samsung, and $SKHY, breaking down valuations, DRAM market share, and why AI demand did th...
10. ⚪ neutral @traders_kings ✓ (4,475 followers · 👍4 🔁2 💬0)
> I wrote this article 2 weeks ago, give it a read. Its a short article but should explain what is happening with semis and chips. $MU $SNDK $INTC $NVDA $AMD
11. 🔴 bearish @Sam_Badawi ✓ (51,739 followers · 👍4 🔁0 💬1)
> The South Korean KOSPI is down 8%, lead by declines in Samsung and SK Hynix. $CXMT is the inverse right now. In overnight markets, U.S. memory stocks are down even more: $MU -3% $SNDK -4% $SKHY ADR -2% https://t.co/BrMpzWyC3g
12. 🔴 bearish @LongGameEquity ✓ (5,817 followers · 👍2 🔁1 💬1)
> 🚨 AI MEMORY TRADE SLAUGHTERED 👀💥 🔹 $MU 🔹 $SNDK 🔹 $AMD 🔹 $NVDA 🔹 $SKHY The KOSPI just dumped 8% overnight as memory panic hits Asia. Heavyweights SK Hynix and Samsung getting slaughtered. 🩸 Is the AI cycle topping out, or are you catching knives? 👇 https://t.co/FW604OSqte
13. 🔴 bearish @BenBSP ✓ (8,661 followers · 👍3 🔁0 💬1)
> $MU approaching sell off levell $870!! Break this and $847 then $818 come into play fast. Semi's all selling overnight!! $SMH $NVDA $ASML $AMD $INTC $DELL $SMCI $DRAM https://t.co/OjhlpZ9pmW
14. ⚪ neutral @MarkSterling0 ✓ (38,259 followers · 👍6 🔁0 💬0)
> The market came under pressure again today, with semiconductors and tech stocks leading the decline. The following 10 stocks saw another drop: $MU -2.25% $NVDA -4.99% $SNDK -11.02% $SKHY -7.47% $ASML -5.80% $AMD -5.17% $MRVL -2.61% $LITE -6.69% $DELL -2.42% $WDC -4.21% Today’s...
15. 🔴 bearish @MWM76 ✓ (10,622 followers · 👍2 🔁0 💬1)
> $MU $AMD tonight, tomorrow is going to be a Blood Bath! https://t.co/asmVlpEg0n
16. 🔴 bearish @_charan_04 ✓ (1,702 followers · 👍2 🔁0 💬1)
> Today I was buying $MU weeklies puts but price moved too quick that I couldn’t even get in
17. 🔴 bearish @traders_kings ✓ (4,475 followers · 👍1 🔁0 💬1)
> I agree with this, he is on point. I personally expect a few flushes to mark the bottom by Friday or Monday at the latest and recovery imo. Although I expect memory and chips to still top out. $spy $qqq $mu $sndk $intc $amd
18. 🔴 bearish @traders_kings ✓ (4,475 followers · 👍2 🔁1 💬0)
> My opinion has not changed as I mentioned 3 weeks ago money staring to rotate out of chips and memory $spy $qqq $mu $intc $sndk $amd
19. 🔴 bearish @ZG121015 ✓ (3,791 followers · 👍1 🔁0 💬1)
> @blondebroker1 There you go. 650-700 is the target. Correction across indices is picking up steam. $MU https://t.co/ItO1obwyIN
20. ⚪ neutral @PurpleDrink_LLC ✓ (11,080 followers · 👍3 🔁0 💬0)
> He’s calling the $MU $SNDK $NBIS $AAOI ceo’s FUCKING WHORES!!!!!!!!!!!!
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.82) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 8 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. 🗑️ spam @babyfolio ✓ (49,803 followers · 👍419 🔁10 💬39)
> Over the past few months, I've shared every one of these calls: • $NBIS from the $90s to $290 in just 3 months. • $OUST from $25 to $45 in about a month. • $402430 (SK Square) from ₩840,000 to ₩1,900,000 in 2 months. • $CRDO from $110 to $190 in less than a month. And more......
2. ⚪ neutral @chiptomunk ✓ (3,015 followers · 👍77 🔁10 💬14)
> Full port any of the following: $AAOI 1.618 $68 $AXT $26 $CRDO 0.786 $186 $COHR 2.618 $246 $HOOD 1.00 $66 $IREN 1.618 $22 $MSTR $66 $MU 2.618 $733
3. 🟢 bullish @realroseceline ✓ (28,259 followers · 👍83 🔁6 💬10)
> Thoughts on $CRDO Every once in a while you come across a business where every financial statement tells the same story. The income statement looks incredible. The cash flow statement confirms the profits are real. The balance sheet says management doesn’t need anyone else’s ...
4. ⚪ neutral @Aktiehedonist ✓ (24,188 followers · 👍77 🔁7 💬9)
> For some of the companies I follow, here are the top 10 by expected two-year revenue CAGR: $LITE 85% / -30% Samsung 68% / -34% $CRDO 66% / -31% $ALAB 62% / -42% $NVDA 61% / -13% $AMD 51% / -11% $CLS 48% / -36% $VICR 44% / -45% $MRVL 43% / -41% $TSM 37% / -16% Expected revenu...
5. ⚪ neutral @yianisz ✓ (36,687 followers · 👍72 🔁1 💬6)
> I see investors making the same mistake they made with $CRDO two years ago. They're arguing about valuation while the market is repricing an entirely different business. $MXL is no longer being valued as a communications chip company. It's being valued as an AI connectivity ...
6. ⚪ neutral @dannycheng2022 ✓ (86,952 followers · 👍32 🔁2 💬5)
> $CRDO (July 27, 2026-Daily Chart Update) There are two key levels that matter: the point of control at $225 and the momentum bar in the $239 range. CRDO needs to clear both of these levels to rebuild momentum. Below them, price momentum weakens, with support levels at $185 an...
7. 🟢 bullish @MMatters22596 ✓ (71,262 followers · 👍46 🔁1 💬1)
> 2. $CRDO Near monopoly for Copper-AEC's in AI-Datacenters. Expanding into photonics. - Rev Fwd 2Yr: 63% - FCF Margin: 27% - EPS Fwd 2Yr: 286% - NTM P/E: 34.8x https://t.co/Cnsg4Sjbiu
8. 🟢 bullish @burak_finance ✓ (7,142 followers · 👍28 🔁0 💬3)
> Retail is scared. Smart money is accumulating $CRDO https://t.co/MOav5MVpbb
9. 🟢 bullish @SixSigmaCapital ✓ (54,913 followers · 👍14 🔁2 💬4)
> $CRDO Good summary. Reasonably high multiple but relative to growth not as egregious (PEG 0.3) Still needs solid execution to justify the high multiple https://t.co/3SE9hSHjsp
10. 🟢 bullish @davey_juice ✓ (7,292 followers · 👍20 🔁1 💬1)
> I don’t know if I’ve ever owned 3 large positions cheaper than $app $nvda $crdo here looking out to 28 with the growth they all have and will continue to have.
11. ⚪ neutral @TenetCharts ✓ (127,558 followers · 👍16 🔁1 💬2)
> $CRDO Swing Setup vs 194 area https://t.co/3SXqqym8Om
12. ⚪ neutral @FranVezz ✓ (22,342 followers · 👍16 🔁1 💬2)
> $CRDO A flexible mindset is important in trading. https://t.co/le00qlzeLC
13. 🟢 bullish @davey_juice ✓ (7,292 followers · 👍12 🔁0 💬3)
> Trimmed $now 103, trimmed $googl 330, Added to $crdo 197.02
14. 🟢 bullish @davey_juice ✓ (7,292 followers · 👍19 🔁1 💬0)
> It’s crazy when you can buy companies growing 55-100%, that are cheaper than most companies growing 5-15% $crdo $app $nvda
15. ⚪ neutral @Nationals121 ✓ (3,299 followers · 👍1 🔁0 💬6)
> @asklivermore I was looking at $CRDO,$AAOI , $AVGO
16. 🟢 bullish @davey_juice ✓ (7,292 followers · 👍9 🔁0 💬2)
> My covered calls on $crdo were very well executed. Few extra thousand bucks in my pocket, maybe like 4-10k extra profit. Will calculate later. Good tool to use on a company that ran really hard, and can always roll it up and out. My 2 covered calls that expire before earning...
17. 🔴 bearish @stoicxtrades ✓ (4,316 followers · 👍7 🔁0 💬1)
> $CRDO Fell below the 50DMA. Next target 200WMA. Wave 2 bottom zone at $71 - $122. https://t.co/2NsowX06o5
18. 🟢 bullish @Para_Capital ✓ (1,935 followers · 👍5 🔁0 💬1)
> Brutal start to some of my favorite AI names. $MU $DRAM $CRDO $GEV $ASML $SKHY $NVDA I think these names all have a bright second half of the year coming. https://t.co/dyJuYYGpR2
19. 🟢 bullish @chiptomunk ✓ (3,015 followers · 👍1 🔁0 💬2)
> @DoganBarut $CRDO nearest for me because it is an excellent deal already.
20. ⚪ neutral @OInvests ✓ (2,960 followers · 👍2 🔁0 💬1)
> @LiamMAHarvey Honestly pretty similar. $CRDO $KRKNF $NOK $ASTS . I do need to look into $ONDS tho
Sentiment: 🔴🔴⚪⚪⚪ Lean bearish (score -0.14) · ✅ high confidence (14 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 6 neutral · 🔴 8 bearish · 🗑️ 0 spam filtered
Influencer share: 40% (accounts > 10K followers) · Retail share: 25% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @SelfMadeMastery ✓ (44,080 followers · 👍98 🔁0 💬20)
> FYI, I did buy both $NVDA and $AMD today ✅ https://t.co/VImvB0bz68
2. ⚪ neutral @dnystedt ✓ (52,789 followers · 👍28 🔁3 💬6)
> Nvidia raised graphics card prices again, 20%-30%, due to rising memory chip prices, media report, the 3rd hike this year. $NVDA $AMD $MU $SKHY $SSNLF #gaming https://t.co/uH4PAWba81
3. 🔴 bearish @jfsrev ✓ (52,014 followers · 👍18 🔁1 💬0)
> "Nvidia $NVDA declined after reports it is in talks with OpenAI on a massive data center financing deal estimated around $250 billion AMD $AMD fell, while Sandisk $SNDK posted a double-digit loss and Micron $MU also weakened on memory sector pressure linked to the new Chinese...
4. ⚪ neutral @HotAisle ✓ (5,522 followers · 👍4 🔁1 💬2)
> Pay for access to an $AMD MI300x super computer with a QR code in our terminal UI. When you scan it with your phone, it takes you directly to the Stripe link. Credit to @ptaranat and @kylecompute for the inspiration! https://t.co/c8vWp2BBxS
5. 🔴 bearish @LongGameEquity ✓ (5,817 followers · 👍2 🔁1 💬1)
> 🚨 AI MEMORY TRADE SLAUGHTERED 👀💥 🔹 $MU 🔹 $SNDK 🔹 $AMD 🔹 $NVDA 🔹 $SKHY The KOSPI just dumped 8% overnight as memory panic hits Asia. Heavyweights SK Hynix and Samsung getting slaughtered. 🩸 Is the AI cycle topping out, or are you catching knives? 👇 https://t.co/FW604OSqte
6. ⚪ neutral @MentoviaX ✓ (27,961 followers · 👍6 🔁0 💬0)
> $AMD like I said, it might be forming a short-term technical top here (NOT saying it's a long-term top, and I remain VERY bullish on the name) unless its Aug4 earnings deliver a different voice.... technically, dropping out of this inverted parabolic on weekly chart is not a g...
7. 🟢 bullish @LongBullz ✓ (1,032 followers · 👍3 🔁0 💬1)
> @Gmanct1b Thank you $amd and $AAOI for me ..
8. 🔴 bearish @MWM76 ✓ (10,622 followers · 👍2 🔁0 💬1)
> $MU $AMD tonight, tomorrow is going to be a Blood Bath! https://t.co/asmVlpEg0n
9. 🟢 bullish @drowsyinvestor ✓ (8,237 followers · 👍2 🔁0 💬1)
> I’m not entirely sure… I’m starting to kick the tires on several companies… I think $AMD might be highest on my list. If compute is constrained then we have so many innings to go and AMD is surging tech and deals wise $RKLB coming back down to earth. Still richly valued but ...
10. 🔴 bearish @RagingVentures ✓ (57,206 followers · 👍4 🔁0 💬0)
> I’ve been legging into $AMD short
11. 🟢 bullish @MikeLongTerm ✓ (26,126 followers · 👍0 🔁0 💬1)
> BREAKING $AMD Chips 5x Faster than $NVDA 🚀👑 MangoBoost Software Boosts AMD AI Chip to 5x Faster Than Nvidia B300 on Inference Time MangoBoost, an artificial intelligence (AI) infrastructure optimization company, has unveiled results showing a significant performance boost ach...
12. 🔴 bearish @Elite_Intuition ✓ (1,725 followers · 👍1 🔁1 💬0)
> $AMD 7% down overnight. WOW! $NBIS 2% down overnight. $INTC 2% down overnight.
13. 🔴 bearish @GreenMonsterah (4,452 followers · 👍1 🔁1 💬0)
> Gapping up & hitting the daily high at the open is not bullish!!! $AMD today...see $GDX August 2016 ...
14. 🔴 bearish @ReconBull ✓ (713 followers · 👍2 🔁0 💬0)
> $AMD shares fell 5.17% as the MSCI Asia Pacific Index dropped 1.2% on AI spending concerns. US crude oil slid below $82 a barrel, while the Kospi Index declined 5.6% and the Nikkei 225 fell 1.3% ahead of central bank policy decisions and megacap earnings.
15. 🔴 bearish @thetradingunc ✓ (4,812 followers · 👍2 🔁0 💬0)
> $SNDK up 75x over the past 1-2 year $AMD up 10x over the past 1 year Down 8 - 11%, AI bubble popping. Lol uncle thinks you stupid
16. 🟢 bullish @NestorLRamos ✓ (3,381 followers · 👍1 🔁0 💬0)
> Looks like $AMD will join the Trillion dollar club this year… to think that I sold all my positions at $230… 😭 https://t.co/zm1ooBRalB
17. ⚪ neutral @MarcioNovelli (38,346 followers · 👍1 🔁0 💬0)
> @HolySmokas Over the past month, we could have all traded our way to a million with $AMD alone. Absolutely unreal to have such massive swings to the upside and downside within such a short timeframe.
18. ⚪ neutral @CarsonTalkMoney ✓ (5,220 followers · 👍0 🔁0 💬0)
> @LeifInvests Thank you 🙏 That’s my goal, I don’t want any single stock to drive the performance of the overall portfolio That’s why I was happy I trimmed a little $AMD near the top
19. ⚪ neutral @Kayteetav ✓ (718 followers · 👍0 🔁0 💬0)
> $AMD #earnings @AMD August 4, 2026 • Press Release: After Market Close • Conference Call: 2:00 PM PT (California) \| 5:00 PM ET #Semiconductors #stocks
20. 🟢 bullish @MikeJTrades ✓ (1,841 followers · 👍0 🔁0 💬0)
> $AMD looks to be heading to 460.00