Generated: 2026-08-01 02:28
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🔴🔴🔴🔴🔴 Bearish (score -0.67) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 2 bullish · ⚪ 6 neutral · 🔴 10 bearish · 🗑️ 2 spam filtered
Influencer share: 28% (accounts > 10K followers) · Retail share: 28% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @The_RockTrading ✓ (218,872 followers · 👍36 🔁1 💬7)
> $MU Is this just a very orderly channel down leading up to $SNDK $WDC earnings? https://t.co/sk7nle2rQG
2. 🗑️ spam @Twills08 ✓ (1,629 followers · 👍7 🔁0 💬6)
> $SOX $SOXX $MU $SNDK This ended up being a Bull Trap that played at every investors’ core weaknesses. After several days/weeks of massive losses, a large uptrend with concurrent volume made everyone throw caution to the wind. It played at emotions echoing the early days of t...
3. ⚪ neutral @SemiconductorsX ✓ (11,972 followers · 👍7 🔁1 💬1)
> Memory makers are swimming in cash from the AI demand surge. The five big players, Samsung Electronics, SK Hynix $SKHY , Micron $MU , Kioxia, and Sandisk $SNDK , generated more than $90 billion in combined free cash flow last quarter. That is a 92-fold increase from the sam...
4. ⚪ neutral @jellysmithrave ✓ (1,703 followers · 👍3 🔁0 💬1)
> AIRMASS WHEN CHECKS THE $MU PRICE https://t.co/qD4jKOEu1o
5. 🟢 bullish @TheValueist ✓ (36,691 followers · 👍4 🔁0 💬0)
> $NVDA $MU $SNDK $LITE Good point. The selloff allows new investors who have been sitting on the sidelines to enter the trade, broadening the shareholder base, and ideally providing more long-term stability in stock prices.
6. 🔴 bearish @Yes_BigBoss (863 followers · 👍0 🔁0 💬1)
> $MU $SKHY $DELL $AMD $SOXX Today many of the AI Infra names gave up much of the gains and some went red as well IMO liquidation of a highly leveraged AI Tech fund may have made other leveraged traders cautious. Instead of waiting to be forced out, they likely reduced leverage
7. 🟢 bullish @Tickertalk1 ✓ (5,727 followers · 👍1 🔁0 💬0)
> $MU -$823.03 -$51.63 (-5.90%) 200 day moving avg is $518.10 100 day moving avg is $731.75 Stay long and I think $MU investors will be rewarded. We are 6 weeks away from earnings report. Never give up. Be a life long learner. Let's go! https://t.co/exMEMj54Ui
8. 🔴 bearish @HoozhiBoy ✓ (4,056 followers · 👍1 🔁0 💬0)
> Guess where $MU rejected today? It failed to get through that supply. Until it does no good and can turn down to $650s. In a really ugly scenario there is room to $460s looking at the weekly chart but I don’t think that is happening. Still have to know that is a possibility wi...
9. ⚪ neutral @HoozhiBoy ✓ (4,056 followers · 👍1 🔁0 💬0)
> It’s still happening folks. $MU $QQQ
10. 🔴 bearish @HoozhiBoy ✓ (4,056 followers · 👍1 🔁0 💬0)
> So far this was timely but did run some puts on it again today in #BullPrint voice to squeeze a little more out of it.✅ $MU
11. 🔴 bearish @HoozhiBoy ✓ (4,056 followers · 👍1 🔁0 💬0)
> And we got the squeeze rally right into resistance on several AI darlings and $QQQ and $SPY and so far rejected with some ugly weekly and monthly closes around the market. $MU very clean short again today. Going to be a tough market with potential leadership being down to $MSF...
12. 🔴 bearish @randylus ✓ (14,998 followers · 👍1 🔁0 💬0)
> Top US Market cap losses today ... $AAPL $MU $SPCX $AMD $ABBV $SNDK $RBLX $SYK $RDDT $CTVA $UNH $XOM $NFLX https://t.co/3u3v1DwMPQ
13. 🔴 bearish @KishNeil007 (667 followers · 👍1 🔁0 💬0)
> @HydREGuide Micron Technology (MU) stock crashed 27% to 30% over July 2026, driven by fears of future memory oversupply, rising Chinese chip competition. Your friend exited at a he right time ?! #Micron $MU https://t.co/jbZbMSaZG6
14. ⚪ neutral @HollyGoodhead5 (736 followers · 👍0 🔁0 💬0)
> $SNDK $MU levels 👏
15. 🔴 bearish @BenBSP ✓ (8,691 followers · 👍0 🔁0 💬0)
> Semi's losed RED in AH!! Ill do some charts this weekend $SMH $MU $AMD $NVDA $STX https://t.co/DcZv8KY8QY
16. 🔴 bearish @fifi_trades ✓ (1,463 followers · 👍0 🔁0 💬0)
> Fun little hypothesis for August. Indices see new lows and VIX sees new highs Will circle back on this Sept 1st. $SPY $QQQ $MU (Won’t delete if wrong)
17. 🔴 bearish @MSBIntel ✓ (43,198 followers · 👍0 🔁0 💬0)
> BREAKING: Micron, $MU, fell 5.9% in 24 hours to $823.03. down 10.6% over 7 days, down 20.3% over 30 days, up 88.0% year to date. It sits 32.2% below its six-month high. https://t.co/bEvXhabj6r
18. 🔴 bearish @DallasAnalytics ✓ (2,860 followers · 👍0 🔁0 💬0)
> @MentoviaX Sadly $MU and $AMD were terrible
19. ⚪ neutral @wey_how12640 ✓ (7,293 followers · 👍0 🔁0 💬0)
> $MU (long) Ms JellyBean, my friend who nailed the top in SLV (see post), reminded me to be flexible in treating the current rebounce (instead of being stubborn to only hold due to a thesis). Hence flexible I was, trying to get into the mindset of a shorts trader and sell my ...
20. 🗑️ spam @OSulll ✓ (1,778 followers · 👍0 🔁0 💬0)
> The following stocks may rise: $BBAI $MU $PATH He created a WhatsApp group, and all stock investors are Helcome to join. Get daily real-time updates on stock news and trend 👉@sdsdld111ou He recommend 3-5 high-quality stocks daily and provide real-time risk a https://t...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.83) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 7 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) · Retail share: 32% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @labubu_trader ✓ (71,218 followers · 👍102 🔁1 💬5)
> AMZN also delivered a perfect ER, it clearly explained the ROI and the market buys in that narrative however I don’t have any position of $AMZN , so added a small position of $CRDO and $MRVL post the market.
2. 🟢 bullish @futurist_lens ✓ (28,233 followers · 👍70 🔁9 💬1)
> Corrections create opportunities. Not every stock is a buy after a pullback. The names I like most at these prices: Optical networking: $MRVL $CRDO $AAOI AI compute: $NBIS $IREN Physical AI: $OUST $AMBA Space: $RKLB $PL Rare Earths: $MP $USAR AI Power: $BE $SMR $FPS Quan...
3. 🗑️ spam @ripster47 ✓ (469,160 followers · 👍46 🔁5 💬5)
> $AAOI $CRDO $NBIS $CBRS 🚨💡 Best Trading System in world: Ripster 1 HR MTF Long Even if 1 trader can see this tweet and commit to learn it and change his career, its worth it! What i teach, we trade live! I tweeted Full Plan in morning -Free Ripster Clouds : Free Learn it ht...
4. 🟢 bullish @MarcosMillaYT ✓ (15,115 followers · 👍38 🔁2 💬2)
> FOMO buyers are going to push up the prices of… 1) Sandisk $SNDK 2) Lam Research $LRCX 3) Credo $CRDO 4) Lumentum $LITE 5) Marvell $MRVL 6) Micron $MU 7) SK Hynix $SKHY 8) AMD $AMD 9) TSMC $TSM 10) Western Digital $WDC
5. 🔴 bearish @SixSigmaCapital ✓ (55,493 followers · 👍41 🔁0 💬1)
> Some small portoflio moves: Trimmed $AMZN at 268 to take down to house shares only now Trimmed $SKHY at the AVWAP, cost optimising highest shares Trimmed $CRDO Nibbled small $RDDT
6. 🟢 bullish @jpinsights ✓ (24,228 followers · 👍12 🔁1 💬3)
> 34.88% YTD in the basket on Substack. Not bad considering July was interesting, to say the least. Top 3 growers: $POWL, $ALAB and $CRDO. Might make one small change soon, but that’s it. I think this basket is very well positioned going into August and the rest of the year.
7. 🟢 bullish @Dividend_Dollar ✓ (168,797 followers · 👍4 🔁1 💬4)
> 5/ Credo Technology $CRDO Credo is another semiconductor company that is also playing in the connectivity space, an area I continue to be bullish on as AI spending continues to be robust Shares trade at a Fwd P/E of just 29.0x with expected '27 growth of 77% giving the stoc...
8. 🟢 bullish @JasonL_Capital ✓ (54,502 followers · 👍11 🔁1 💬1)
> 3. $CRDO - Credo Technology Fiscal 2026 revenue tripled to $1.3 billion with net income up 392%. Its active electrical cables are the copper standard inside AI racks, and its optical portfolio is targeting over $600 million next fiscal year. Every generation of compute needs ...
9. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍9 🔁3 💬0)
> I found the sell off in $CRDO to be exceptionally enticing given the math. Below I outline my rough framework for why I think $CRDO is now closer to a $450 per share business after this latest round of earnings. $CRDO $450. Let me walk through it. The Street already has ~...
10. ⚪ neutral @equitydd ✓ (10,158 followers · 👍10 🔁0 💬1)
> $RDDT earnings beat, stock down -10% AH Revenue of $805M (+61.0% YoY) beats by $73.93M and EPS of $1.25 beats by $0.29. Next quarter revenue estimate of $865M vs consensus of $829.7M Something is wrong with this stock, looks similar to $CRDO where it kept giving earnings b...
11. ⚪ neutral @twils1211 ✓ (2,701 followers · 👍5 🔁1 💬2)
> This is my mindset as well… don’t blindly chase the first gap up day. If you bought heavy on weds like me. On momentum names like $BE $ALAB $CRDO $SNDK $RIOT $CORZ etc they hit 20-35% today. You trim/ take profits imo. That’s just me. even chased $IRE for intraday trade… Y...
12. ⚪ neutral @jorge_utd (942 followers · 👍2 🔁0 💬3)
> @StockSavvyShay $META is one of the largest $CRDO customers 👀
13. 🟢 bullish @davey_juice ✓ (7,301 followers · 👍9 🔁0 💬0)
> Not a bad day at the office $2850 in gains all pretty much bought yesterday (and a few $crdo shares bought earlier in the week) and sold today except $dlo $crdo $nbis $tsm $oust https://t.co/WZSwlbR11T
14. ⚪ neutral @hassyswings ✓ (903 followers · 👍7 🔁1 💬0)
> $CRDO > Weekly falling wedge > Needs over wedge for entries around 230 https://t.co/jAjecngPyV
15. ⚪ neutral @Yusty121 ✓ (4,353 followers · 👍7 🔁1 💬0)
> AI infrastructure names are back under heavy pressure. Current levels: 🔻 $NBIS: $147 🔻 $IREN: $29 🔻 $CRDO: $175 🔻 $AAOI: $76 For many investors, this kind of market feels familiar. When sentiment turns negative, every headline reinforces the fear. When sentiment improves, ...
16. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍5 🔁0 💬1)
> $CRDO loaded more today Would have dream of $210 price even two weeks ago With $AMZN ramping capex, this puppy will go higher from here
17. ⚪ neutral @davey_juice ✓ (7,301 followers · 👍8 🔁0 💬0)
> Wound up selling some $crdo pre market 214.xx, buying some back between 205-201, selling some again 211.18 Added to $app 381 Added to $pltr 120.18
18. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍5 🔁1 💬0)
> On top of this I think 2028 EPS is way underestimated and will be closer to $15 which would put $CRDO closer to $675 on a 45x
19. 🟢 bullish @saso_capital ✓ (8,701 followers · 👍7 🔁0 💬0)
> Added a little bit of $CRDO and $DISK today.
20. ⚪ neutral @Denis_gmwat ✓ (660 followers · 👍3 🔁0 💬1)
> 5 hot stocks to check right now. 🔥 🖥️ $AMD 🧠 $MU 🔌 $CRDO ☁️ $NET ⚙️ $ASML
Sentiment: 🟢🟢🟢⚪⚪ Lean bullish (score +0.27) · ✅ high confidence (11 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 9 neutral · 🔴 4 bearish · 🗑️ 0 spam filtered
Influencer share: 25% (accounts > 10K followers) · Retail share: 35% (< 2K) · Rocket emoji rate: 5%
1. ⚪ neutral @cantonmeow ✓ (91,095 followers · 👍30 🔁0 💬2)
> $AMD weekly just retraced back to the mean after broken back inside the Keltner channel. https://t.co/N4J9xDgCTi
2. 🟢 bullish @MikeLongTerm ✓ (26,201 followers · 👍2 🔁0 💬2)
> $AMD\| Thank you @OpenAI @AnthropicAI for 10x demand for CPUs! I appreciate you! ~88% Institutional ownership rise this quick is wild! https://t.co/dTrVAJHM6e
3. 🟢 bullish @itsmebutterz ✓ (1,128 followers · 👍4 🔁0 💬1)
> @Nebraskangooner why would anyone (crypto people included) buy any shitcoins when they can just yolo into $INTC, $AMD, $MU, etc. and know that even if they got the timing wrong they can just wait it out and keep DCA into it knowing that these stonks will NEVER go to 0
4. ⚪ neutral @Denis_gmwat ✓ (660 followers · 👍3 🔁0 💬1)
> 5 hot stocks to check right now. 🔥 🖥️ $AMD 🧠 $MU 🔌 $CRDO ☁️ $NET ⚙️ $ASML
5. ⚪ neutral @Johnypeter355 ✓ (11,035 followers · 👍1 🔁0 💬1)
> @TheBullTheBear1 Been trading $AMD lately let's see how it goes
6. ⚪ neutral @Stepofxn (9,707 followers · 👍0 🔁0 💬1)
> @TheBullTheBear1 $AMD looking decent?
7. 🔴 bearish @stockswithtom ✓ (889 followers · 👍2 🔁0 💬0)
> Another day, another portfolio update.📊 Beautiful day for the portfolio and for the market. Congrats all $AMZN shareholders! My portfolio: +3.09%🟢 S&P 500: +1.66%🟢 Biggest winner: $AMZN 15.32%📈 Biggest loser: $AMD 1.90%📉 How did your portfolio do today? $QQQ $VOO htt...
8. ⚪ neutral @_StockMlKTNewz (308,766 followers · 👍1 🔁0 💬0)
> $AMD is reportedly planning to raise the prices for some of its chips next month
9. 🟢 bullish @Path21Mil ✓ (881 followers · 👍1 🔁0 💬0)
> Bookmark This: The market may stay irrational in the short term. But if fundamentals remain strong, those irrational moves are often the best opportunities to add. $AMD
10. ⚪ neutral @betosanc (5,499 followers · 👍1 🔁0 💬0)
> @BeardoTrader This is what you need: $IREN $NBIS $AMD $NVDA $ORCL $ASML
11. ⚪ neutral @mike_h1990 (4,769 followers · 👍1 🔁0 💬0)
> Another big week of earnings ahead... $SNDK $PLTR $AMD $SPCX $LLY $MCD some of the ones I will be watching.
12. 🟢 bullish @13F_Pro ✓ (1,028 followers · 👍0 🔁0 💬0)
> Yields at multi-year highs, Apple stumbling, a jobs report tomorrow: and AMD walks into earnings carrying the one thing the bond market can't touch: a data center AI chip roadmap the hyperscalers are actively competing to fund. $AMD
13. ⚪ neutral @EytanStarkman ✓ (796 followers · 👍0 🔁0 💬0)
> Woah! 🤯 😳 From Boston to SV to Boca Chica Tuesday will be a blast 🚀 Boston: people who know, know. $AMD $SPCX $ANET $ALAB @eWhispers https://t.co/lDO0BimGzV
14. 🔴 bearish @BenBSP ✓ (8,691 followers · 👍0 🔁0 💬0)
> Semi's losed RED in AH!! Ill do some charts this weekend $SMH $MU $AMD $NVDA $STX https://t.co/DcZv8KY8QY
15. 🔴 bearish @reasonus4 ✓ (2,030 followers · 👍0 🔁0 💬0)
> @ekwufinance Foreign investors in US assets committing FINANCIAL suicide They should be FLEEING USD denom. assets 🤯 They chased $SOXX $AMD $INTC $AAPL $TSLA & losing both on currency & equity depreciation
16. 🟢 bullish @MikeLongTerm ✓ (26,201 followers · 👍0 🔁0 💬0)
> $AMD\| Affordable AI Models is 20-30x Inference Demand✅ https://t.co/VYxUHhaelF
17. 🔴 bearish @DallasAnalytics ✓ (2,860 followers · 👍0 🔁0 💬0)
> @MentoviaX Sadly $MU and $AMD were terrible
18. 🟢 bullish @IrishInvestor (779 followers · 👍0 🔁0 💬0)
> @rttxcom @TrendSpider Yea bc $AMD & $INTC have been absolutely dogs for years while $NVDA was doing laps around them. The next years they’ll all 2X from here minimum.
19. ⚪ neutral @DallasAnalytics ✓ (2,860 followers · 👍0 🔁0 💬0)
> @TrendSpider Not without $MU and $AMD
20. 🟢 bullish @QualCompounders ✓ (4,478 followers · 👍0 🔁0 💬0)
> @NinjaPT33 Yea it’s been incredible with $AMD they are in the perfect spot woth CPU and GPU demand.