Generated: 2026-08-02 02:25
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) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 10 neutral · 🔴 0 bearish · 🗑️ 2 spam filtered
Influencer share: 44% (accounts > 10K followers) · Retail share: 17% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @pequityresearch ✓ (41,097 followers · 👍134 🔁17 💬6)
> Breakdown of the memory spend for hyperscalers. UBS projects DDR spend of $190.6 billion in 2026 and then $448.9 billion in 2027, an increase of ~135%. Total memory spend to increase by 127% in 2027. $MU $DRAM $EWY https://t.co/j6qamT4poJ
2. ⚪ neutral @GrindeOptions ✓ (55,057 followers · 👍40 🔁1 💬39)
> Which of the following stocks would you bet to outperform the most over the next 12 months? 1. $TSLA - $311 and down 29% YTD 2. $AMZN - $271 and up 20% YTD 3. $MU - $823 and up 160% YTD 4. $AMD - $476 and up 113% YTD 5. $AAPL - $308 and up 13% YTD 6. $NVDA - $200 and...
3. 🟢 bullish @itsjcmerlo ✓ (5,389 followers · 👍75 🔁5 💬15)
> $MU path to 1k or 600 by Friday $1,000 by Friday Aug 7 is +21.5% in five sessions July went 1,154 to 823.03 = -28.7%with a lower-high sequence of 1,255 → 1,011 → 990 → 931. That said, here is the strongest honest case 1. The move size is not the constraint MU has printe...
4. 🟢 bullish @itsjcmerlo ✓ (5,389 followers · 👍49 🔁3 💬9)
> At its core, my thesis is simple for this week $SNDK $MU After Griffin revealed his naughty tricks memory stocks ripped like 30%+ The next day was end of month.. on a Friday which at a high level = - large funds repositioning / planned selling for what’s usually a dry augu...
5. ⚪ neutral @JUST_KAWS ✓ (7,513 followers · 👍37 🔁0 💬3)
> $MU When in doubt Zoom out https://t.co/kVn0sNoLCh
6. 🟢 bullish @RealSPXSniper ✓ (2,044 followers · 👍12 🔁0 💬6)
> $MU still looks like a solid buy to me after this pullback. The stock isn’t cheap, but the business keeps getting stronger. Revenue is growing fast, profit margins are improving, and demand for AI memory (HBM) is still booming. Every new AI GPU needs more memory, and Micron i...
7. ⚪ neutral @SPCX100T ✓ (244,506 followers · 👍17 🔁1 💬3)
> Similar to $MU repricing moment will happen to $SPCX around 2027-2028 if not earlier Few understand https://t.co/xNlIznqE8S
8. ⚪ neutral @MentoviaX ✓ (28,058 followers · 👍14 🔁0 💬3)
> There gotta be someone who’s brave enough to step out against Burry on $MU $NVDA $TSLA ….. If I were Jensen, I’d work with Elon to put out a $100B fund out there crashing Burry on his short bets….. big shorts with dysfunctional and malicious motive to profit from businesses ...
9. ⚪ neutral @_HalalTrader_ ✓ (11,856 followers · 👍11 🔁2 💬2)
> $MU $SNDK This is likely the most important thing you’ll read this weekend. https://t.co/F10dtwnnlz
10. 🗑️ spam @_HalalTrader_ ✓ (11,856 followers · 👍6 🔁0 💬2)
> $MU $SNDK Subs loved this piece. Make sure to give it a read or regret later - https://t.co/F10dtwnnlz https://t.co/lUb8KfGZ2I
11. 🗑️ spam @RealScottCurry ✓ (9,611 followers · 👍9 🔁0 💬0)
> The Stock Market Crash Is Just Starting \| Buy THIS Instead - Micron ( $MU ) - SanDisk ( $SNDK ) - Supermicro Computer ( $SMCI ) https://t.co/dnVO6z5fLc
12. ⚪ neutral @SemiconductorsX ✓ (12,080 followers · 👍5 🔁1 💬0)
> CXMT has been added to the Roundhill Memory ETF. The Chinese DRAM producer now holds a 2.52% weight in $DRAM The actively managed fund, launched in April 2026, focuses on global memory chip makers across DRAM, NAND, and HBM that power AI infrastructure. Samsung, Micron $MU ...
13. 🟢 bullish @LukeBruni17 ✓ (4,551 followers · 👍1 🔁0 💬2)
> @FinancePotentia $MU price is lower than when they bought last time so in my opinion is worth flagging🤔 Same for $INTC it’s slightly up then the April buy
14. ⚪ neutral @LukeBruni17 ✓ (4,551 followers · 👍1 🔁0 💬2)
> 3. Micron $MU https://t.co/pJ4oId0ZkK
15. 🟢 bullish @zacktickman ✓ (888 followers · 👍3 🔁0 💬1)
> Still no #MLB bets being posted until prices of Sandisk stock $SNDK, Micron stock $MU, $EWY & $DRAM all go way higher !!! Cc Mr. Ken Griffin @citsecurities @Citadel @BetMGM @DKSports @FDSportsbook @CaesarsSports https://t.co/82D9uwTcrv
16. ⚪ neutral @TheValueist ✓ (36,678 followers · 👍2 🔁0 💬1)
> $NVDA $MU $SNDK $LITE Read the thread below and underlying comments for probably the most accurate characterization on this app of what happened. My teaching moment about the incredible, wild, haphazard, and essentially illogical volatility in the GAI infrastructure trade was ...
17. ⚪ neutral @MrStealth27 ✓ (1,781 followers · 👍2 🔁0 💬1)
> This could have been me buying $MU in the early days. Ahhhhh what could have been........... https://t.co/CspJRSfj4B
18. ⚪ neutral @AnessHusseinAli ✓ (9,846 followers · 👍2 🔁0 💬1)
> Just 1 year ago: $NVDA Nvidia was $92 (now $207) $MU Micron was $72 (now $825) $SNDK Sandisk was $32 (now $1,214) $RKLB Rocket Lab was $18 (now $92) $AMD AMD was $78 (now $416) but you didn’t know me
19. 🟢 bullish @CifrOracle ✓ (38,488 followers · 👍2 🔁0 💬1)
> Roundhill is tremendously underrated, all of their etf are unique in their own way and so profitable for a long time imo $DRAM $MU $SKHY
20. 🟢 bullish @SumOfAllGainz ✓ (529 followers · 👍2 🔁0 💬1)
> Michael post on substack have been spot on if you just have a little patience. $MOH has nearly doubled from his initial call. $SOXX $MU $CAT $NVDA Puts all green. $PYPL up 20 plus % if you scale in and have patience. He is the few that actually put out real calls instead of m...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.83) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 33% (accounts > 10K followers) · Retail share: 33% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @labubu_trader ✓ (71,262 followers · 👍103 🔁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 · 👍75 🔁12 💬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 ✓ (469,192 followers · 👍51 🔁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. 🔴 bearish @SixSigmaCapital ✓ (55,507 followers · 👍43 🔁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
5. 🟢 bullish @jpinsights ✓ (24,232 followers · 👍16 🔁1 💬6)
> 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.
6. 🟢 bullish @JasonL_Capital ✓ (54,570 followers · 👍17 🔁2 💬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 ...
7. 🗑️ spam @midascabal ✓ (62,312 followers · 👍9 🔁0 💬4)
> Top stocks I found using @asymmetrix_xyz, the platform to find 10x stocks early: 1) $MRVL 2) $IREN 3) $CRDO 4) $NVDA 5 $AMD Many will regret not following me for more.
8. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍8 🔁1 💬3)
> $ALAB $CRDO valuation gap blown out to ~10 turns versus a ~3.5-turn historical median, a clean visual signal that CRDO has gotten abnormally cheap relative to its closest peer. Barclays & BB https://t.co/yFEc2EXCUw
9. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍13 🔁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 @davey_juice ✓ (7,300 followers · 👍12 🔁0 💬1)
> Portfolio update after market close of 7-31-26 = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 13 long positions Top 6: $nvda $crdo $crwd $app $pltr $ddog Next 5: $net $meli $amd $se $nu Smaller positions: $...
11. 🟢 bullish @equitydd ✓ (10,160 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...
12. ⚪ 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...
13. ⚪ neutral @jorge_utd (943 followers · 👍2 🔁0 💬3)
> @StockSavvyShay $META is one of the largest $CRDO customers 👀
14. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍7 🔁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
15. ⚪ neutral @davey_juice ✓ (7,300 followers · 👍10 🔁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
16. ⚪ neutral @davey_juice ✓ (7,300 followers · 👍9 🔁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
17. ⚪ neutral @hassyswings ✓ (907 followers · 👍7 🔁1 💬0)
> $CRDO > Weekly falling wedge > Needs over wedge for entries around 230 https://t.co/jAjecngPyV
18. 🟢 bullish @stockedgeN ✓ (1,426 followers · 👍6 🔁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 @guaguaaiwo ✓ (9,085 followers · 👍2 🔁0 💬2)
> Here's Wall Street Analyst Ratings of 20 Popular Stocks 1) Micron $MU = STRONG BUY 2) Credo $CRDO = STRONG BUY 3) Sandisk $SNDK = STRONG BUY 4) AMD $AMD = STRONG BUY 5) SoFi $SOFI = Moderate Buy 6) Robinhood $HOOD = STRONG BUY 7) NVIDIA $NVD = STRONG BUY 8) TSMC $TSM = STRONG...
20. 🟢 bullish @stoicxtrades ✓ (4,417 followers · 👍6 🔁0 💬0)
> $CRDO Zone of interest: $71 - $122 ( Wave 2 bottom ) Next higher target will be wave 3 at $423 - $494 per share. +250% are on the table. https://t.co/c26DIRlmuc
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.78) · 🟡 medium confidence (9 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 11 neutral · 🔴 1 bearish · 🗑️ 0 spam filtered
Influencer share: 25% (accounts > 10K followers) · Retail share: 30% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @RealJGBanks ✓ (242,312 followers · 👍151 🔁20 💬19)
> THIS IS HOW YOU RETIRE IN THE NEXT 5 YEARS. I’ll be following where capital flows. This is how I believe the AI Supercycle evolves: 2026–2027: AI Infrastructure AI demand accelerates. Capital pours into the companies building the foundation. • AI Compute: $NVDA $AMD $AVG...
2. ⚪ neutral @FurtureRichKid ✓ (2,412 followers · 👍19 🔁1 💬22)
> I'm 25. My wife is 23. Assets: - We own a home - 2 paid-off cars - We have $90,000 invested in the market: $50,000 in $AMD (Roth IRA) $17,000 in 2065 target date fund (work plans) $9,000 in cash $7,000 in $CELH $7,000 in $SOFI Debts: Mortgage balance - $240,000 $22,000 in st...
3. 🔴 bearish @SmartReversals ✓ (22,971 followers · 👍29 🔁19 💬4)
> $AMD: The rally faded on Friday when the price faced rejection at the 20 daily moving average. Decline to the lower band and bounce again? Semiconductors have a lot to prove next week. $SMH https://t.co/9qpgDEzblV
4. 🟢 bullish @MartyChargin ✓ (51,272 followers · 👍18 🔁1 💬8)
> $AMD ... Love me some Lisa Su ....😂🤣📈
5. 🟢 bullish @MikeLongTerm ✓ (26,208 followers · 👍34 🔁0 💬2)
> Breaking $AMD \| $556B AUM bought $58M✅ 13F Filing- Truist Financial Corp ($556B AUM) bought 122,596 $AMD shares or 36.57% increase. Total holding: 457,878 shares https://t.co/keMm1mYkp8 https://t.co/n7QEMiWZ5j
6. ⚪ neutral @PJtrader_17 ✓ (2,499 followers · 👍14 🔁2 💬3)
> 🚨 $AMD Earnings Setup 🚨 The 400 Control Node is the key level into earnings. 🟢 Above 475 → Momentum builds 🔥 Above 495 → Bulls could target 500+ 🔴 Lose 462.5 → Bears gain control ⚠️ Below 455 → Watch for downside toward 450 → 440 Earnings are all about the reaction—not the...
7. 🟢 bullish @InvestifyDaily ✓ (1,941 followers · 👍10 🔁1 💬3)
> Stocks that are going to be good holds for next 10 years: $NVDA $AMD $GOOG $AMZN $NBIS $MSFT Stocks that can make millionaires in the next 10 years: $SOFI $ONDS $IONQ $BE $PLTR
8. ⚪ neutral @NickDrendel ✓ (24,244 followers · 👍12 🔁0 💬1)
> Another PACKED earnings week. $AMD $SDNK $WDC $HUT $ZETA $ABNB $TXG the ones I'm most excited to see.
9. 🟢 bullish @MajidTulsh32058 ✓ (9,886 followers · 👍9 🔁0 💬1)
> Stocks to Watch in August $NVDA — $180 — $500 $AVGO — $350 — $700 $AMD — $450 — $800 $MU — $900 — $1,800 $ORCL — $150 — $400 $VRT — $300 — $600 $ANET — $160 — $350 $DELL — $350 — $700 $TSM — $400 — $750 https://t.co/Hkyg8BlGhT
10. ⚪ neutral @JFergistheman ✓ (8,461 followers · 👍6 🔁0 💬1)
> $AMD Q2 2026 Earnings Rundown When: Tuesday, August 4, 2026 — after market close Conference call: 5:00 p.m. ET / 2:00 p.m. PT Company Guidance (from Q1 report in May) Revenue: ~$11.2 billion ± $300 million Midpoint implies ~46% year-over-year growth and ~9% sequential growth N...
11. 🟢 bullish @xiangwei36 ✓ (668 followers · 👍3 🔁1 💬1)
> $AMZN Being lucky is also part of trading! Some calls this gambling, but it really comes down to how you define gambling. I sometimes buy weekly too! My $AMD weekly calls were up over 800% after earnings! When I see asymmetric opportunities based on my research, I pull the ...
12. 🟢 bullish @BemisLisa83887 ✓ (1,074 followers · 👍1 🔁0 💬2)
> My stock investment recommendations for August: • $NVIDIA — Strong Buy • $Broadcom — Strong Buy • $AMD — Strong Buy • $TSMC — Buy • $Arista Networks — Buy • $Vertiv Holdings — Buy • $Dell Technologies — Buy • $Oracle — Buy Super Micro Computer — Not Recommended https...
13. 🟢 bullish @ianmirikwa ✓ (2,110 followers · 👍4 🔁0 💬1)
> @drayinvests $AMD I am confident.
14. ⚪ neutral @Agent_X001 ✓ (818 followers · 👍0 🔁0 💬2)
> @Mr_Derivatives Super excited and scared at the same time. Have some beaten down leaps which either will be back profitable or run down depending on how $AMD and $SNDK deliver
15. ⚪ neutral @theaveragegal__ ✓ (2,046 followers · 👍3 🔁0 💬1)
> @RealSPXSniper I bought $DRAM on Friday but most likely will sell if it pops on Monday. Holding $NVDA for a few yrs now. May buy $AMD if it dips after earnings and strong guidance. What about you?
16. ⚪ neutral @Serenity_qf ✓ (838 followers · 👍2 🔁0 💬1)
> $AMD enters Q2 earnings Aug 4 down ~19% from $584 ATH. Market cap at $776B — needs a 29% rally back to $1T. The bull case is long-dated but real. Helios racks at $5M-$5.5M shipping Q3. Anthropic's 2GW MI450 order + $5B equity commitment. Pipeline is intact. The bear case is ...
17. ⚪ neutral @Bay_Area_Sam (877 followers · 👍1 🔁0 💬1)
> @SmartReversals $AMD probably 476$ to 418$ to 580-611$
18. ⚪ neutral @drayinvests ✓ (3,580 followers · 👍1 🔁0 💬1)
> 3/7 $AMD Earnings -> August 4th, after close https://t.co/oEkGESYMmu
19. ⚪ neutral @davey_juice ✓ (7,300 followers · 👍1 🔁0 💬1)
> Well the way I look at it now is a hedge…. but the stocks went way higher than I thought specifically $net $amd $crwd $ddog and I started some of those covered calls a while back and have had to roll up and out. I roll up and out if it’s more than 20% annualized returns and I...
20. ⚪ neutral @JFergistheman ✓ (8,461 followers · 👍0 🔁0 💬1)
> @cutehorse999 You hold $AMD ?