Generated: 2026-08-07 02:31
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.88) · ✅ high confidence (17 directional posts)
Distribution (20 posts): 🟢 16 bullish · ⚪ 1 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 61% (accounts > 10K followers) · Retail share: 6% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @RealSimpleAriel ✓ (64,923 followers · 👍265 🔁7 💬34)
> It takes some stones to show up today and put shorts on. BUT if you like defined risk on those plays this is the easiest way to manage risk. You find out quickly if you are wrong. $AXTI $COHR $CRDO $AAOI https://t.co/H0heWO3bwI
2. 🟢 bullish @StonkValue ✓ (21,846 followers · 👍114 🔁23 💬2)
> Trump administration is literally telling you to invest in these market theme. 1. $AAOI \| U.S.-based optical networking supplier powering AI data centers. 2. $MRVL \| End-to-end AI connectivity chip leader spanning custom accelerators and Ethernet switching. 3. $CRDO \| Hi...
3. 🟢 bullish @enrichtrades ✓ (32,803 followers · 👍100 🔁8 💬2)
> Watchlist for Tomorrow, 8/5: Follow-through is exactly what we wanted to see. AI infrastructure continues to lead, and we’re staying with the strongest names. $DELL 400%+ ✅ $CRDO 50%+ ✅ Tomorrow isn’t about chasing today’s winners. The A+ setups come after low-volume pullba...
4. 🟢 bullish @CKCapitalxx ✓ (86,683 followers · 👍71 🔁3 💬4)
> In the last week, my CV Research Flagship portfolio on Autopilot run by me and @VantixResearch is up almost 18%!! $NBIS, $CRDO, $SMTC and $AAOI are the top positions that did some heavy lifting. Link is in the bio if you guys want to be a part of it!! https://t.co/uFaknNL1LC
5. 🟢 bullish @joedab12 ✓ (9,369 followers · 👍58 🔁3 💬7)
> $CRDO the more I look closely at CRDO the bigger a position I want to build. Just getting started nibbling the last couple days and selling puts to get my cost down. I like the way the CEO runs a call, listened to the last 2 calls today. Going thru analyst reports/notes and th...
6. 🟢 bullish @enrichtrades ✓ (32,802 followers · 👍64 🔁0 💬4)
> $CRDO Perfection https://t.co/mOy3ROwgFc
7. 🗑️ spam @fammetaX ✓ (7,455 followers · 👍28 🔁2 💬14)
> “You can’t outperform the index” HERE ARE 5 NAMES THAT WILL PRINT TODAY $SNDK. $CRDO. $TE. $PLTR. $CRWV CRUSHED IT MONDAY - TUESDAY ARE YOU PAYING ATTENTION? https://t.co/LiuoExL4fM
8. 🟢 bullish @joedab12 ✓ (9,369 followers · 👍36 🔁3 💬4)
> $CRDO Can generate up to $2-3k per gpu/tpu from weaver(memory fanout gearbox). Bullish chart and great fundamentals and setup if this new omniconnect weaver product can gain traction. Holy memory upside. https://t.co/KysTAycxKy
9. 🟢 bullish @timoassi ✓ (5,121 followers · 👍13 🔁0 💬13)
> AI capex is over $690B across 5 hyperscalers this year. Somebody is collecting it. Here are the top 5 stocks👇 $CRDO \| Credo Technology Revenue +272%, guiding fiscal 2027 growth above 50% https://t.co/uuQTCYznqe
10. 🔴 bearish @KairosPraxis (5,433 followers · 👍20 🔁1 💬6)
> I haven't looked into the specifics of the ban but it sounds like bad news for $CRDO which works closely with the Chinese manufacturers to assemble its transceivers. Not sure how much of the assembly takes place in China or how quickly they can find alternatives.
11. 🟢 bullish @enrichtrades ✓ (32,803 followers · 👍32 🔁1 💬2)
> What a day… $DELL 400%+ $CRDO 50%+ Trade we took & capitalized on Market is bouncing back after a sharp selloff post-close Excited to see where we open tomorrow & if momentum can continue above PMH / PDH Risk-on again for me… let’s make some money
12. 🟢 bullish @CKCapitalxx ✓ (86,685 followers · 👍26 🔁2 💬2)
> 3/ $CRDO — the socket Trades near 29x sales today. That's fiscal 2028 at 10.8x and 2029 at 8.6x, against its own five-year average of 14.9x. It's the only name in the basket where reverting all the way to its historical multiple still requires less revenue than consensus alr...
13. 🟢 bullish @cvotrades ✓ (14,831 followers · 👍17 🔁0 💬5)
> A few weeks from now, lots of people are going to wish they bought more $SOXL $ALAB $CRDO $INTC $ARM $MRVL $AAOI
14. 🟢 bullish @JSpitTrades ✓ (33,681 followers · 👍13 🔁0 💬3)
> $CRDO weekly still looks great. Needs to reclaim 50-day MA on the daily https://t.co/jYoGDfikzs
15. 🟢 bullish @wey_how12640 ✓ (7,334 followers · 👍12 🔁0 💬3)
> $CRDO (long) Today's price action: UC&R the 21ema UC&R the support gap Currently doing a bullish engulfing and peekabooing at a DTL for those who like this. More important question is when can the pivot, which is right above, be reclaimed. I use a lighter color for the pivot...
16. 🟢 bullish @JasonL_Capital ✓ (55,625 followers · 👍13 🔁0 💬1)
> 9/ $CRDO - the wiring Compute is useless if the chips can't talk to each other fast enough. 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 targets over $600 mi...
17. 🗑️ spam @StonkChris ✓ (42,470 followers · 👍7 🔁1 💬2)
> Just posted: Multi-Sector Actionable Trade Ideas: Key Upside Price Targets Covering several high-conviction setups with key breakout levels and precise measured upside targets. $CRDO $EOSE $ETH $FPS $KRMN $IREN $NFLX $ONDS $RCAT $UUUU https://t.co/4toSaCrgVQ
18. 🟢 bullish @stockedgeN ✓ (1,436 followers · 👍3 🔁1 💬3)
> $CLS insane growth great entry. Manufacturing AMD and Openai racks and now CPO switches. Design partner $AVGO connectivity leader, optics torque and asics moat $CRDO cash flow via AEC, optics revenue already $600m the optics torque is real $CAMT under appreciated equipme...
19. 🟢 bullish @JonahLupton ✓ (553,075 followers · 👍10 🔁0 💬1)
> @joedab12 One of my favorite stocks at current prices… if people have been watching the massive beats across the ai infrastructure ecosystem… its easy to be confident that $CRDO will post some eye popping numbers.
20. 🟢 bullish @davey_juice ✓ (7,324 followers · 👍7 🔁0 💬2)
> Portfolio update after market close of 8-4-26 = Have current covered calls 1st pic= main port, 2nd=covered calls on that port, 3rd=Roth IRA port 13 long positions Top 5: $nvda $crdo / $crwd $app $pltr Next 6: $ddog $net $amd $meli $se $nu Smaller positions: ...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 9 bullish · ⚪ 5 neutral · 🔴 3 bearish · 🗑️ 3 spam filtered
Influencer share: 53% (accounts > 10K followers) · Retail share: 24% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @TheProfInvestor ✓ (129,068 followers · 👍62 🔁4 💬15)
> $MU This Epic consolidation is coming to an end. So far - weekly 21EMA is holding up well. https://t.co/PFwDi10dJn
2. ⚪ neutral @TJTheWheelDeal ✓ (42,908 followers · 👍24 🔁1 💬25)
> We can add 2500 shares of $SPCX, 200 shares of $MU or 25k shares of $CLSK tomorrow to inch closer to our North Star goal. Which are you adding?!?!
3. ⚪ neutral @TradexWhisperer ✓ (141,665 followers · 👍62 🔁0 💬13)
> $MU Good news: we're still in the Fibonacci channel. The middle BB basis acted as support twice and got us back on track. We may hover or drag along Fib 0 ($810) until a BLUE candle prints. What's the next catalyst though? 300+ charts daily. Try it free: https://t.co/XLFioz4...
4. 🟢 bullish @pequityresearch ✓ (43,034 followers · 👍79 🔁6 💬3)
> HBM pricing only going higher from here $MU $DRAM $EWY https://t.co/uOXmRbnDdG
5. 🔴 bearish @itsjcmerlo ✓ (5,617 followers · 👍28 🔁1 💬9)
> $MU is quite literally at the rejection line This would be a double rejection on the upper limit No bueno and could cause retrace to low 800’s or high 700’s Tomorrow decides the move and if it’s not good we’ll see $765 https://t.co/J8FCRU47KF
6. 🗑️ spam @BillBrooklyn10 ✓ (137,791 followers · 👍28 🔁4 💬0)
> President Trump told you about getting rich in the 2026 stock market… The first half of 2026 gave you these opportunities: $MU under $300 $AMD under $200 $MSFT under $356 $AMZN under $201 The second half of 2026 is giving you these: $IBM under $233 $WDC under $451 $MRVL un...
7. 🟢 bullish @HeidingOut ✓ (11,776 followers · 👍10 🔁2 💬5)
> I've written about the AI memory bottleneck before $SKHY $MU $SSNLF. This post goes further, looking at how HBM and the related DRAM/NAND capacity behind it are becoming direct constraints on inference scale and ultimately AI revenue. That supply constraint creates opportuni...
8. 🟢 bullish @ripster47 ✓ (469,328 followers · 👍14 🔁0 💬1)
> @ohiain Also, Specially the first 10 Minute Candle that dips under Premarket Low and thin Rips back up , always good reversal confirmation for long $SNDK $MU All did that today
9. ⚪ neutral @StonkValue ✓ (21,845 followers · 👍7 🔁1 💬2)
> Michael Burry is doubling down against AI stocks, while AI capital expenditure is exploding to record highs. Short Positions 1. $NBIS 2. $ORCL 3. $MU 4. $NVDA 5. $SOXX Long Position 1. $LULU 2. $DKNG 3. $ZTS 4. $FLUT
10. ⚪ neutral @StockSwingAlert ✓ (91,465 followers · 👍6 🔁0 💬2)
> Free watch list #litlist Friday into next week: Important Technical Update via @StockSwingAlert LLC 😉👇🤓 $MU 💡 Potential 9/20ma cross on daily. Needs to trigger above 20ma to confirm @ $893.35 can use $900 clean break Support would be 9ma $850.47 or falls to $818.54 🤝 http...
11. 🟢 bullish @GEXEdgeIO ✓ (12,097 followers · 👍7 🔁0 💬1)
> 10 stocks trading below where Wall Street says they belong: $ORCL — $144 → $252 consensus (+75%) RPO backlog locks in years of contracted AI cloud revenue $SPCX — $108 → $230 consensus (+113%) Guiding to $100B ARR run-rate by December $MU — $893 → $1,508 consensus (...
12. 🗑️ spam @BemisLisa83887 ✓ (1,311 followers · 👍4 🔁1 💬1)
> 🚀 The CEO of the world's largest asset manager, Larry Fink, believes the next 12 months could bring another major bull market. Back in April, he highlighted: ✅ $NBIS — $73 ✅ $MU — $315 ✅ $NOW — $81 ✅ $SNDK — $540 Now, he's putting the spotlight on: 🔹 $NVDA — $210 🔹 $AMZN — $...
13. ⚪ neutral @wey_how12640 ✓ (7,334 followers · 👍3 🔁0 💬2)
> August 6, 2026 ~ Earnings is a Binary Event $MU $SNDK $GOOGL $NVDA $PLTR $NTAP $DELL $CRDO $FTNT $SNOW $NBIS $BE $NET $DOCN $DDOG $INOD First batch of hold-through earnings & their initial reaction is out: $DDOG: -20% pre-market $NET: +16% after hours $INOD: +12% after hours ...
14. 🗑️ spam @DavidMorganInv ✓ (776 followers · 👍7 🔁0 💬0)
> I’ll only say this once. This might be the fastest path to $1M by the end of 2026: $AAPL (Apple)— Don’t buy $SNDK (SanDisk) — Don’t buy $META (Meta Platforms) — Don’t buy $TSLA (Tesla) — Buy at $300–$310 $SPCX (SpaceX) — Buy at $103–$113 $AMZN (Amazon) — Buy at $260–$265 $M...
15. 🔴 bearish @traders_kings ✓ (4,527 followers · 👍2 🔁1 💬1)
> $MU earlier today when everybody was choosing this above 910 I posted a warning, it ended up closing red on the day keep in mind that no matter what anyone says until we break and hold above 896 we are not going anywhere. $spy $spcx $qqq $tsla $nvda https://t.co/jqslFZiTtF
16. 🟢 bullish @mstrades (500 followers · 👍4 🔁0 💬1)
> @itsjcmerlo You finally turned bearish. This is the most bullish sign for $MU in the last 6 weeks!
17. 🟢 bullish @MrStealth27 ✓ (1,787 followers · 👍3 🔁0 💬1)
> @LukeBruni17 $MU and $SNDK looking juicy after that drop
18. 🟢 bullish @YvesSaintPige ✓ (1,002 followers · 👍2 🔁0 💬1)
> July 2026 Portfolio Review First negative month since February 2026 and the worst since March 2025 (down 19.5%) after four straight up months. This was the first full month with a reconstructed portfolio centered around the ongoing AI buildout with companies like $MU, $NVDA, ...
19. 🟢 bullish @dissectmarkets (9,344 followers · 👍1 🔁0 💬1)
> @BullMarketBoss @RoaringHammy Bro watching that movie before flying for vacation back in April is how I was able to double my money on $MU
20. 🔴 bearish @lizkhalifa (784 followers · 👍1 🔁0 💬1)
> @BenBSP Ben I appreciate your videos on finding levels for $MU! Riding these puts with you. In case it bounces up what do you have as the stop limit?
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.75) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 10 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 39% (accounts > 10K followers) · Retail share: 22% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @StockMKTNewz ✓ (1,046,697 followers · 👍37 🔁4 💬4)
> Here are the largest holdings in the $SMH Semiconductor ETF Nvidia $NVDA 22.11% weighting Taiwan Semiconductor $TSM 9.28% Broadcom $AVGO 6.72% Advanced Micro Devices $AMD 5.38% Micron $MU 5.06% (For people interested in ETFs you should be following our ETF account @TheETFTr...
2. ⚪ neutral @pequityresearch ✓ (43,034 followers · 👍23 🔁4 💬0)
> AI related supply YTD in 2026 is $344 billion, across currencies. Up from $136 billion priced in 2025. $157 for USD hyperscalers, $62bn in non-USD hyperscalers, $51bn data centers, $50bn for NVDA/SPCX, $23bn for chips $GOOGL $NVDA $SPCX $AMD $AMZN $MSFT $META https://t.co/y...
3. 🟢 bullish @GAndersonTrades ✓ (10,925 followers · 👍16 🔁1 💬1)
> A retest of $212-215 on $NVDA is my TOP WATCH in the entire market right now. Safe to say a pullback to this area and hold would be a GIFT https://t.co/WYzjmFuF4a
4. ⚪ neutral @TheETFTracker ✓ (60,065 followers · 👍13 🔁1 💬2)
> Here is every stock currently in the VanEck Semiconductor ETF $SMH: 🥇 NVIDIA $NVDA 22.11% weighting 🥈 Taiwan Semiconductor $TSM 9.28% 🥉 Broadcom $AVGO 6.72% 4. Advanced Micro Devices $AMD 5.38% 5. Micron $MU 5.06% 6. ASML 4.89% 7. Applied Materials $AMAT 4.89% 8. Texas Instru...
5. 🟢 bullish @MrMikeInvesting ✓ (288,003 followers · 👍19 🔁0 💬0)
> $NOW will go down as the greatest dip-buying opportunity of 2026… Despite being down -51% from its ATH’s, $NOW has achieved: ~ +20% YoY Revenue Growth ~ 98% Customer Renewal ~ FcF improved +44% YoY ~ Its own CEO recently buying $3M worth of shares. ~ $NVDA CEO openly bullish...
6. ⚪ neutral @zoptionstrading ✓ (9,945 followers · 👍12 🔁1 💬1)
> If a deal is signed, it could be the top of the market. $SPY $QQQ $NVDA
7. ⚪ neutral @_HalalTrader_ ✓ (11,928 followers · 👍9 🔁0 💬1)
> Buy a stock when not many believe in it. Once analysts come out with sky high PTs, it’s dead for some time. Learned that with many in the past like $TSLA $NVDA $APP and now many semis are showing that behavior.
8. 🗑️ spam @bitgetvietnam ✓ (20,683 followers · 👍3 🔁0 💬2)
> 👀 Bitget's liquidity beats the industry's #2 platform by up to 110x — on the same 5 AI stocks everyone's watching. $NVDA - $SNDK - $SPCX - $MU - $SKHY #Bitget #BitgetStocks #rToken https://t.co/D9bnj2sllv
9. 🟢 bullish @cutehorse999 ✓ (1,896 followers · 👍2 🔁0 💬2)
> @StockMKTNewz @fiscal_ai $NVDA has lot of potential
10. 🟢 bullish @im_ArpanB ✓ (996 followers · 👍5 🔁0 💬0)
> Leadership in AI Compute Semis remains concentrated. 🟩Strongest: $ARM $ALAB $NVDA $CRDO $AMD $TSM 🟢Strong: $AVGO $MRVL $INTC Worth keeping on the radar as long as the group maintains its relative strength. https://t.co/w6OfhCMs3w
11. 🟢 bullish @YvesSaintPige ✓ (1,002 followers · 👍2 🔁0 💬1)
> July 2026 Portfolio Review First negative month since February 2026 and the worst since March 2025 (down 19.5%) after four straight up months. This was the first full month with a reconstructed portfolio centered around the ongoing AI buildout with companies like $MU, $NVDA, ...
12. 🔴 bearish @SPXTrades ✓ (19,735 followers · 👍4 🔁0 💬0)
> Took $NVDA Sep 210p for a swing at 221s. If 200 isn’t tested before ER, will either hold for earnings or roll over into Oct/Nov puts for earnings
13. 🟢 bullish @realgabe178 (614 followers · 👍1 🔁1 💬0)
> Never bet against Elon $TSLA $NVDA $AAPL $SPY $META $MSFT https://t.co/iK6Y0faxTn
14. ⚪ neutral @DerekKlibingat (4,192 followers · 👍2 🔁0 💬0)
> @elonmusk yeah i dont think ill be trying to trade this $spcx stuff anymore. the announcements coming out these days are colossal $tsla $nvda
15. ⚪ neutral @TylerHardt ✓ (2,733 followers · 👍2 🔁0 💬0)
> The best part of “investing” in your customers in exchange for them buying your chips is that you can still report FCF to your investors despite the fact that your actual cash on hand never increased. $NVDA https://t.co/ELM6rXwpAY
16. 🟢 bullish @Ainvest_Wire ✓ (3,082 followers · 👍1 🔁0 💬0)
> 🤖 LG AND NVIDIA ARE MOVING FROM AI TALKS TO AN INVESTMENT ROADMAP. LG chair Koo Kwang-mo will meet $NVDA CEO Jensen Huang in Silicon Valley next week, per Yonhap. Talks will cover investment and development timelines for AI infrastructure and robotics. https://t.co/PBVHwQgsny
17. ⚪ neutral @Stock_Alarm (3,003 followers · 👍1 🔁0 💬0)
> Who Gets Paid When NVIDIA Ships a GPU? We Mapped It for the 100 Biggest Stocks $NVDA https://t.co/qj7wASRR3i
18. ⚪ neutral @BullMarketBoss ✓ (8,857 followers · 👍1 🔁0 💬0)
> @dissectmarkets @RoaringHammy But you also have to buy $NVDA because that’s the name of my boat
19. ⚪ neutral @alexandaraware (5,371 followers · 👍1 🔁0 💬0)
> 2026Aug06 Update: $NVDA 14.4%, $META 12.9%, $RLAY 12.9%, $ISRG 11.9%, $UBER 8.2%, $ABCL 7.5%, $PDD 7.2%, $PSNL 6.6%, $BN 6.2%, $VST 5.2%, $MELI 4.3%, $CDNS 3.1% https://t.co/8yOUoZIxRa
20. 🗑️ spam @STAXAIAPP ✓ (5,524 followers · 👍1 🔁0 💬0)
> The man, the myth, the legend has spoken! He’s cleared $235,000 in the past 2 weeks. 😤 THIS dude who caught $SNDK $NVDA $AMZN $TEAM $APP https://t.co/NbjDYQhfCL