Generated: 2026-08-03 02:28
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 (5 directional posts)
Distribution (20 posts): 🟢 5 bullish · ⚪ 13 neutral · 🔴 0 bearish · 🗑️ 2 spam filtered
Influencer share: 56% (accounts > 10K followers) · Retail share: 11% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @ProblemSniper ✓ (144,407 followers · 👍216 🔁0 💬3)
> Hit the❤️ if there is interest in update analysis on $MU Will invest time off there is interest.
2. ⚪ neutral @TheTechInvest ✓ (65,102 followers · 👍76 🔁6 💬22)
> THESE COMPANIES HIT A RECORD INSTITUTIONAL OWNERSHIP: 1. $NVDA 2. $MU 3. $BE 4. $IREN 5. $NBIS 6. $ONDS 7. $ASTS 8. $RKLB 9. $APLD 10. $WULF 11. $CRDO 12. $AAOI 13. $ACMR 14. $TE 15. $MP
3. 🗑️ spam @EliteOptions2 ✓ (248,793 followers · 👍64 🔁2 💬16)
> Elite Options TRADE IDEAS for week of Aug 7th 🔥 $MU Aug 7th 900C at 776 \| 🎯 850, 900 SL 750 $NBIS Aug 28 200C near 170 \| 🎯 190, 200 SL 160 $SPX Aug 5 7400P under 7500 \| 🎯 7438, 7400 SL 7546 $SPX Aug 5 7550C above 7500 \| 🎯 7546, 7576 SL 7468 https://t.co/IVrVUwSiPX
4. 🟢 bullish @JUST_KAWS ✓ (7,532 followers · 👍71 🔁2 💬9)
> I don’t care how much $MU and $SNDK dropped recently They’re both a STRONG BUY!!!! https://t.co/HC5UygKdf4
5. ⚪ neutral @TradexWhisperer ✓ (141,519 followers · 👍58 🔁2 💬7)
> $MU $SNDK $SKHY $DRAM $SIMO CEO during Q2 earnings call "The AI super cycle has fueled significant demand for HBM, DRAM, NAND, and HDDs, driving substantial price increases over the past year and creating mounting substrate and supply pressure across memory and storage techn...
6. ⚪ neutral @Brownmoose ✓ (27,843 followers · 👍56 🔁2 💬7)
> KOSPI Rejection right at the downtrend line. Everything going according to plan , lets see in the Subs/Discord tomorrow where the bid on $MU and $SNDK will be. Lets hunt. https://t.co/1HmYETCbhe
7. ⚪ neutral @TradexWhisperer ✓ (141,519 followers · 👍53 🔁1 💬4)
> $MU $SNDK $SKHY $DRAM $SIMO CEO during Q2 earnings call "We expect this scarcity to persist likely until 2028, when new fab come online and help bring NAND supply back to reduce supply-demand gap. While the NAND environment will stay challenging through 2028, we have a clea...
8. ⚪ neutral @TradexWhisperer ✓ (141,519 followers · 👍38 🔁3 💬4)
> $MU $SKHY $SNDK $DRAM $SIMO CEO emphasizes HBM during Q2 earnings call. "We also see the DRAM NAND maker putting more focus and CAPEX into the DRAM HBM. That's why the development for 2 TB [NAND], or to fine-tune the quality to next level, is going to take a much longer time...
9. 🟢 bullish @itsjcmerlo ✓ (5,448 followers · 👍15 🔁1 💬2)
> $MU $SKHY $SNDK $DRAM EYES ON KOSPI RN DONT LET IT FOOL U Even if slight green to slight red Monday Red Tuesday Green Wednesday All of that will be irrelevant from the absolute GREEN MONSTER on Thursday from SNDK earnings You could swing this up and down if you real...
10. ⚪ neutral @anni_sen ✓ (11,203 followers · 👍12 🔁0 💬1)
> A post on memory rout of July, how I am managing my memory positions. A very narrowed down must own watchlist. $MU $SNDK $DRAM $SKHY https://t.co/jtrhBUElpA
11. ⚪ neutral @BenBSP ✓ (8,698 followers · 👍14 🔁0 💬0)
> Ok, redid the Charting Levels & Channel vid and uploading it now. Next is a quick $MU update and then a Earnings discussion for next week. This video stuff takes some time, but I am VERY BASIC in my wording, so everyone can understand it... let's not make this any harder tha...
12. ⚪ neutral @_HalalTrader_ ✓ (11,861 followers · 👍7 🔁0 💬2)
> $MU $SNDK Is the memory trade over? I provide a fresh perspective here, with precise price targets I expect Micron and SanDisk to hit in the coming week InshaAllah. https://t.co/F10dtwnnlz
13. 🟢 bullish @moreisdifferent ✓ (7,505 followers · 👍3 🔁0 💬3)
> @kevinxu I just loaded up on some stuff in overnight trading - $AIS, $MU, $QQQ
14. ⚪ neutral @BenBSP ✓ (8,698 followers · 👍6 🔁0 💬1)
> https://t.co/UTaeMybIet $MU quick 6 min vid chart analysis and thought for moves this upcoming week! This is new content posting for me, so please share your thoughts with me...loo quick, need more info, perfect, too long, can't hear me, etc... we'll get better with time!! $S...
15. 🗑️ spam @TENETTRADEGROUP ✓ (31,177 followers · 👍7 🔁1 💬0)
> Learn The Ripster MTF Clouds Short Setups \| $MU & $SNDK Watch the video to learn how to trade this repeatable pattern 🎯 @ripster47 \| @tenet_research \| @TenetCharts https://t.co/yLKeDsJaOX
16. ⚪ neutral @KyleCJensen1 ✓ (613 followers · 👍2 🔁0 💬2)
> I ask myself, what happens to $QQQ when $MU and $NVDA have a forward P/E of like 50-100? But then I think well back during the dot com bubble the proliferation and distribution/access of financial information wasn't like it is today. Human nature is the same but are we sav...
17. ⚪ neutral @optionscalps ✓ (5,213 followers · 👍7 🔁0 💬0)
> $MU not touching this one watching the 835/850 zone to act as a pivot on the week. Low 760ish and high near 900. https://t.co/UPgnH437MX
18. 🟢 bullish @MarkosAAIG ✓ (15,947 followers · 👍5 🔁0 💬0)
> Straight in the middle with the 6.08 EB demand from the post from @pequityresearch on our 5.6 Floor and 6.5 cap. HBM engine doing it’s work. $MU $SKHY https://t.co/Sk9pNSrQSg
19. ⚪ neutral @PeloSwing ✓ (35,709 followers · 👍5 🔁0 💬0)
> " $MU has higher gross margins than $META " $MU -28.6% $META -1.17% https://t.co/i964qGR8k9
20. 🟢 bullish @MarsSTRonaut ✓ (1,284 followers · 👍2 🔁1 💬0)
> Let’s talk about Micron $MU for a second, because the fear around this stock is starting to get loud again. People look at the recent volatility and the new lawsuit and act like the memory business is suddenly broken. I’m looking at the same facts and seeing something differe...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.87) · ✅ high confidence (15 directional posts)
Distribution (20 posts): 🟢 14 bullish · ⚪ 4 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) · Retail share: 42% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @MarcosMillaYT ✓ (15,217 followers · 👍79 🔁4 💬6)
> 5 Undervalued Stocks with INSANE UPSIDE... 1) Credo $CRDO 2) Marvell $MRVL 3) Robinhood $HOOD 4) Sandisk $SNDK 5) Lam Research $LRCX
2. ⚪ neutral @TheBigBerbowski ✓ (17,910 followers · 👍70 🔁3 💬9)
> It's unreal that these two are almost at 1m views combined. $AAOI $CRDO https://t.co/poiIzmUmHn
3. 🔴 bearish @Brownmoose ✓ (27,843 followers · 👍47 🔁3 💬11)
> $CRDO This isn't a favorable setup to hold right now. There is 1000 better Risk Ratio potential trade right now and some keep asking me for Credo. Id just sit and wait until it reclaim those 2 trendline. Onto the next 🤝 https://t.co/z7A3oAbBAu
4. 🟢 bullish @MarcosMillaYT ✓ (15,217 followers · 👍56 🔁3 💬5)
> If you want a High Upside Semiconductor Stock - NOT NAMED Marvell $MRVL 1) It's Credo $CRDO
5. 🟢 bullish @CKCapitalxx ✓ (85,846 followers · 👍62 🔁0 💬1)
> 3/ $CRDO — the wiring Every generation of AI compute needs more links between chips, and it doesn't matter whose silicon wins. GPUs, TPUs, custom ASICs all need interconnect. Copper king today, and they just bought their optical future with the $750M DustPhotonics deal. You...
6. 🗑️ spam @midascabal ✓ (62,284 followers · 👍19 🔁1 💬5)
> 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.
7. 🟢 bullish @jpinsights ✓ (24,237 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.
8. 🟢 bullish @stockedgeN ✓ (1,430 followers · 👍18 🔁1 💬4)
> $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. ⚪ neutral @CipherMind__ (939 followers · 👍5 🔁0 💬6)
> @RealJGBanks Bruh! 😂 no $MRVL? Or No photonics like $CRDO? What about Power players like $VST $BE $GEV? lol 😆 https://t.co/WJgofC1hlJ
10. ⚪ neutral @chiptomunk ✓ (3,025 followers · 👍9 🔁0 💬4)
> Debating 80:20 $CRDO / $AXTI port.
11. 🟢 bullish @MMatters22596 ✓ (71,981 followers · 👍16 🔁1 💬1)
> 4. AI-Connectivity $CRDO \| Credo Technologies Best positioned business for the data center buildout. - Near monopoly on Copper-AEC's - Insane Pricing power - 84% YoY Revenue growth 3YR Price target: $430 https://t.co/aU3nAnCUBr
12. 🟢 bullish @JonahLupton ✓ (553,107 followers · 👍14 🔁0 💬2)
> @stockedgeN I’m biased but $CRDO looks way too cheap right now relative to their fundamentals
13. 🟢 bullish @DatSalad ✓ (4,771 followers · 👍10 🔁3 💬1)
> $CRDO ONSIGHT LONG IDEA 💡 https://t.co/Az5UhAfr5U
14. 🟢 bullish @stockedgeN ✓ (1,430 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 ~...
15. 🟢 bullish @im_ArpanB ✓ (941 followers · 👍6 🔁2 💬2)
> AI Compute Semis-Strength Tracker This sector looks really strong now. $ALAB, $CRDO, and $MRVL remain among the strongest, with $AVGO, $CDNS, and many others also holding up well. Which one are you holding? https://t.co/edFnWjJpGt
16. ⚪ neutral @davey_juice ✓ (7,303 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: $...
17. 🟢 bullish @jorge_utd (945 followers · 👍9 🔁0 💬1)
> @pequityresearch So buy $CRDO for now and for the the future
18. 🟢 bullish @stockedgeN ✓ (1,430 followers · 👍6 🔁2 💬0)
> Consensus models only $CRDO ‘s visible AEC + optics ramp (~$5.74B FY30); layering in three distinct, unmodeled products — ALC, OmniConnect, and NPO — stacks the realistic bull case to ~$7.5–8.6B (mid ~$8.0B), with ALC the single biggest driver.
19. 🟢 bullish @stockedgeN ✓ (1,430 followers · 👍4 🔁1 💬1)
> $CRDO 2030: the number the Street can’t model yet A thread on why Credo’s consensus curve is structurally conservative — and where a $7.5–8.6B FY2030 actually comes from. Thanks to @JonahLupton for inspiring weekend DD session on one of the most interesting questions on $CR...
20. 🟢 bullish @stockedgeN ✓ (1,430 followers · 👍5 🔁2 💬0)
> $CRDO optics — the leg the bears keep pricing at zero. Optics is already showing up in the FY27 numbers, the quarterly figures reported early sept will be the tell. Optical stack — ZeroFlap transceivers + optical DSPs + SiPho PICs — is targeting $600M+ in fiscal 2027. Not...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 6 bullish · ⚪ 12 neutral · 🔴 2 bearish · 🗑️ 0 spam filtered
Influencer share: 55% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 5%
1. ⚪ neutral @HolySmokas ✓ (131,640 followers · 👍70 🔁1 💬19)
> Update‼️ I’m being rushed back on a boat right now bigger than yo mamas booty to America for these $AMD $CELH $ELF earnings this week 🫶🏼 https://t.co/TNoyzzqvst
2. ⚪ neutral @eWhispers ✓ (566,858 followers · 👍49 🔁12 💬1)
> The most anticipated earnings releases for the week of August 3, 2026, are @SanDisk $SNDK, @PalantirTech $PLTR, @AMD $AMD, @SpaceX $SPCX @EliLillyandCo $LLY, @conocophillips $COP, @dwavequantum $QBTS, Western Digital $WDC, and @AppLovin $APP. https://t.co/My2Eq16qS8 ...
3. ⚪ neutral @YodaStockInvest ✓ (19,218 followers · 👍27 🔁0 💬15)
> What’s your biggest position going into August? Mine is $AMD as usual!
4. ⚪ neutral @LongGameEquity ✓ (5,942 followers · 👍30 🔁1 💬12)
> $META is a $2000 stock trading at $550 $AMD is a $2000 stock trading at $477 $PLTR is a $200 stock trading at $122 $NBIS is a $400 stock trading at $186 $CRWV is a $140 stock trading at $72 $ORCL is an $400 stock trading at $128 $SPCX is a $20 stock trading at $108 https://t.c...
5. 🟢 bullish @MrMikeInvesting ✓ (287,446 followers · 👍29 🔁0 💬8)
> Overlooked nowadays by many but semis are & will be the next big thing for the next 5 years… By the end of 2031: - $NVDA will be $530+ - $AMD will be $1,800+ - $TSM will be $1,400+ You simply cannot buy enough of these names especially at their current low valuation ext...
6. ⚪ neutral @TheETFTracker ✓ (59,814 followers · 👍21 🔁4 💬5)
> There are 152 companies reporting earning this week Heres are some of the largest among those to expect earnings from: Advanced Micro Devices $AMD Palantir Technologies $PLTR Caterpillar $CAT Spotify $SPOT Pfizer $PFE Merck $MRK Arista Networks $ANET Booking Holdings $BKNG ...
7. 🟢 bullish @josenajarro ✓ (12,243 followers · 👍31 🔁1 💬3)
> $NVDA $AMD $CRWV $MU The “open source gap is already negligible” take is mostly true for casual queries. For me, this take is very dangerous as it can lead to thinking that compute needs will die down or that Frontier AI companies will start to slow down and adds fear of overc...
8. ⚪ neutral @artisanwill12 ✓ (8,967 followers · 👍13 🔁3 💬2)
> My focus list for the week of 8/2: PMI Monday, Unemployment Rate Friday ER: $PLTR Mon, $AMD Tues, $DIS Wed $HPE - weekly 9 tap into b/o $GM - weekly continuation over 87.62 $HON - 140 day weekly consolidation drop a 🫶 if you enjoy this format, charts attached below! ⏬
9. 🔴 bearish @chad_ventures ✓ (23,201 followers · 👍16 🔁1 💬2)
> When would I derisk my $AMD? If the Meridian system fires a South Star signal on the monthly, as those have preceded major corrections and multi-month downtrends in the past. I’m also watching the early bearish momentum shift that formed on panel 2 in July. The last time t...
10. ⚪ neutral @elneneloco813 ✓ (2,070 followers · 👍5 🔁1 💬3)
> What earnings are you guys paying attention to? These are mine! $PLTR $AMD $RDW $CELH $RGTI $SPY $QQQ
11. 🟢 bullish @LongBullz ✓ (1,122 followers · 👍3 🔁0 💬4)
> @HolySmokas Putting in $1000 in $amd $celh $elf today is east ex by 2027 !! 👀 https://t.co/CWosR6CsN0
12. 🔴 bearish @DidymusLevi ✓ (2,536 followers · 👍0 🔁0 💬4)
> @Remzztrades How? $AMD is going to $250.
13. 🟢 bullish @JKeynesAlpha ✓ (27,485 followers · 👍7 🔁1 💬0)
> $NVDA $AMD $CBRS $TEM $CRWV $NBIS $IREN People need to sit with what OpenAI just announced about Astra. This may be one of the most mind-boggling moments of the entire AI era, and I do not think the market has begun to process its implications. OpenAI reports that an internal...
14. ⚪ neutral @BenBSP ✓ (8,698 followers · 👍5 🔁0 💬1)
> https://t.co/hUajkxtGsW Aug 3-7 Earnings quick 7 min vid review and thoughts! $AMD $MCD $DIS $OKLO $DKNG $LLY $SNDK $PLTR $SPCX $W $ELF $CRCL $APP $WEN $UAA $WHR https://t.co/VQoXcAgBxQ
15. ⚪ neutral @CarsonTalkMoney ✓ (5,251 followers · 👍2 🔁0 💬2)
> @AlphaOwlTrading I got $GRAB, $AMD, $ZETA and $CELH reporting earnings next week! It's going to be fun!
16. 🟢 bullish @MikeLongTerm ✓ (26,220 followers · 👍4 🔁0 💬1)
> $AMD 🤝Taizhiyun launch AI edge Computing🚀 @AMD and Taizhiyun to launch an AI edge computing solution built around the AI BOX-A395. By integrating a high-performance hardware platform, AI inference technology and software ecosystem, Dongqing aims to seize the business oppor...
17. ⚪ neutral @Ashton_1nvests ✓ (35,590 followers · 👍5 🔁0 💬0)
> Tomorrow begins one of the biggest earnings weeks of the year for my portfolio. $SNAP reports Monday. $AMD and $ZETA report Tuesday. $UBER and $FUBO report Wednesday. $OSCR reports Thursday. Six companies in four days. Weeks like this are why I love individual stock pick...
18. ⚪ neutral @MarcioNovelli (38,332 followers · 👍1 🔁0 💬1)
> @LongGameEquity Still no $AMD short.
19. 🟢 bullish @xiangwei36 ✓ (670 followers · 👍1 🔁0 💬1)
> I am calling a V-Shape recovery of all the semi stocks! Call me crazy! $AMD $MRVL $MU $SNDK $COHR $CRDO $CIEN $NOK
20. ⚪ neutral @Stevo_12 ✓ (4,605 followers · 👍1 🔁0 💬1)
> @JManCapital I’m on team $NVDA but I also have no issues with $AMD