Generated: 2026-08-09 01:22
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only Β· 500+ followers Β· spam heuristic.
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· β high confidence (15 directional posts)
Distribution (20 posts): π’ 15 bullish Β· βͺ 5 neutral Β· π΄ 0 bearish Β· ποΈ 0 spam filtered
Influencer share: 65% (accounts > 10K followers) Β· Retail share: 5% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @TrendSpider (687,528 followers Β· π448 π33 π¬10)
> Breaking out of the bull flag π $CRDO https://t.co/WtGy9f4kPZ
2. π’ bullish @Gmanct1b β (14,416 followers Β· π195 π32 π¬9)
> Stocks Most Likely to 10X in the Next Decade $RKLB Trading now at $82 $ASTS Trading now at $71 $CRDO Trading now at $249 $NBIS Trading now at $187 $IREN Trading now at $41 $EOSE Trading now at $4 $ZETA Trading now at $25 $HIMS Trading now at $31 $SOFI Trading now at $18 $GRRR...
3. βͺ neutral @pequityresearch β (43,515 followers Β· π169 π19 π¬7)
> Copper first then CPO later $LITE $COHR $CRDO $MRVL $AVGO $NVDA https://t.co/KqIWlN3pAQ
4. π’ bullish @StockMKTNewz β (1,051,593 followers Β· π142 π12 π¬15)
> ChatGPT is up by almost 80% so far this year and is green on every name it holds in the Rallies AI Stock Market Arena This is what its portfolio looks like right now $31.9K of Google $GOOGL (+24%π’) $26.2K of Leidos $LDOS (+17%π’) $18.7K of Credo Technology $CRDO (+112%π’) $18....
5. π’ bullish @CKCapitalxx β (86,927 followers Β· π120 π6 π¬11)
> Everyone treats interconnect like itβs copper versus light. Itβs both, and $CRDO is the only name that owns both sides. The physics is simple. At todayβs lane speeds copper only reaches about two meters. Past that you need light. But inside two meters copper still wins and a...
6. βͺ neutral @realroseceline β (29,052 followers Β· π80 π8 π¬12)
> Iβve been studying $CRDO for several weeks. Here are my notes / questions after going through the 10qβs: How to distinguish between them having a moat in AECs vs simply having the right product at exactly the right moment in an enormous hyperscaler buildout? Customer concen...
7. βͺ neutral @n_bancroft2 β (19,575 followers Β· π61 π0 π¬4)
> Few semi/semi related names potentially putting in higher lows above or below MA's. Be interesting to see if they can start to build right side of bases $CRDO $TER $ALAB $AEHR https://t.co/JI7UaLxbw0
8. π’ bullish @stockedgeN β (1,443 followers Β· π39 π6 π¬4)
> π¨ Big catalyst for $CRDO JPM noted that FCC is drafting a rule to ban Chinese optical transceivers from U.S. data centers β targeting Innolight and Eoptolink over security risks (data theft, malware, supply chain disruption). Why this matters: β Chinese TRx suppliers hold ~...
9. π’ bullish @Brownmoose β (28,896 followers Β· π41 π1 π¬3)
> $CRDO Unreal beast in AI The target of the local bullflag almost completed at $255 This is where you should take profit for the next consolidation. Cordiallement , Moose https://t.co/301FxCEQyL
10. π’ bullish @SixSigmaCapital β (55,572 followers Β· π26 π0 π¬7)
> $CRDO strong move initiated late July now up ~33%. Taking some profits into strength https://t.co/WKzMAPY4bp
11. π’ bullish @RyshabTalks β (2,415 followers Β· π36 π0 π¬2)
> Portfolio Update - as of Aug 7, 2026 π’ My Portfolio +31% π’ S&P 500 +13% Current Holdings: ========================== $CRDO 16% $ALAB 15% $LITE 12% $SITM 12% $SNDK 10% $NBIS 10% $MU 9% $BE 7% $AXTI 6% $CBRS 5% $ONDS 5% $KRKNF 5% $SKHY 4% Portfolio is 117% with 13 positions ...
12. π’ bullish @cvotrades β (14,830 followers Β· π22 π1 π¬5)
> That was a rough July, 200k+ swing Road to 1m by EOY back on track! $CRDO $ALAB $MRVL $SIVE https://t.co/SbjWVL91zk
13. π’ bullish @JasonL_Capital β (55,855 followers Β· π17 π3 π¬5)
> We opened a position in $CRDO just 10 days ago. It's already up 27%. Credo makes the cables and chips that connect GPUs inside AI data centers. Here are the 5 things I love most about this company: 1. Revenue more than tripled last fiscal year - $1.34 billion, with the most ...
14. π’ bullish @MarketMaestro1 β (48,306 followers Β· π24 π2 π¬2)
> $CRDO literally solid stock! https://t.co/x7oM7B7HDe
15. βͺ neutral @StonkChris β (42,475 followers Β· π18 π3 π¬2)
> Incredible setups being shared in real time this week. So many setups and swings firing: $CRCL $CRDO $ENPH $ETH $RDW $SATL $TE $TSLA etc. https://t.co/8brkB4n5VF
16. βͺ neutral @RyshabTalks β (2,415 followers Β· π20 π0 π¬2)
> My Portfolio - By AI Themes 1. Connectivity $ALAB $CRDO 2. Memory $SNDK $MU $SKHY 3. Photonics $LITE $AXTI 4. Timing $SITM 5. Defense/Autonomous Systems $ONDS $KRKNF 6. Neo-Cloud $NBIS 7. Power $BE 8. Compute $CBRS
17. π’ bullish @wey_how12640 β (7,341 followers Β· π14 π1 π¬2)
> $CRDO (long) Reclaimed the pivot, BO the DTL, body candle now fully above 50sma. So the lighter coloring of the pivot does matter? Apart from me changing the solid line DTL to a dotted line DTL for easier BO. Technical is fun, I gotta practise more. Now 25% profit cushion f...
18. π’ bullish @jamescal2026 β (2,788 followers Β· π18 π0 π¬1)
> I'll say this once. These 8 stocks are going to make generational wealth for many by year end... 1. Credo Technology - $CRDO 2. Zeta Global - $ZETA 3. Nebius - $NBIS 4. CoreWeave - $CRWV 5. AST SpaceMobile - $ASTS 6. SK hynix - $SKHY 7. Rocket Lab - $RKLB 8. Palantir- $PLTR...
19. π’ bullish @davey_juice β (7,340 followers Β· π14 π0 π¬2)
> Iβve made more gains in real dollars off $crdo equity and covered call premium for the first 7 months and 1 week of 2026, than I have off any other equity in my entire life in the nearly 10 years Iβve been investing for. And itβs not even close anymore. 6 things I attribute ...
20. π’ bullish @edgeofsteve β (2,626 followers Β· π12 π1 π¬2)
> $CRDO is my best performing position from yesterday's buys. Back above the 50 day and holding well. $CRDO has monster sales and eps growth. Would not surprise me if this resumed status as a market leader.
Sentiment: π’π’π’π’π’ Bullish (score +0.85) Β· β high confidence (13 directional posts)
Distribution (20 posts): π’ 12 bullish Β· βͺ 6 neutral Β· π΄ 1 bearish Β· ποΈ 1 spam filtered
Influencer share: 42% (accounts > 10K followers) Β· Retail share: 16% (< 2K) Β· Rocket emoji rate: 5%
1. βͺ neutral @SmallCapSnipa β (33,018 followers Β· π164 π9 π¬15)
> FORMER $NBIS & $NVDA GLOBAL STRATEGIC PARTNERSHIP INDUSTRY LEAD ON $IREN FULL STACK INFRASTRUCTURE Iβve obtained the transcript of a 44 minute expert insight call on AI infrastructure Key takeaway: owning the physical infrastructure is a real edge for IREN AI is shifting t...
2. π’ bullish @WealthCoachMak β (46,197 followers Β· π45 π1 π¬5)
> I donβt just sell options I buy LEAPS calls on stocks I am bullish on Like $NVDA $GOOGL $AMZN $META $HOOD $MSFT $AMD and more And with the profits I earn from optionsβ¦ I keep buying shares of these same stocks and more
3. π’ bullish @ThetaWarrior β (140,465 followers Β· π26 π2 π¬2)
> $NVDA Weekly trendline does it again. π https://t.co/ggynfZPVON
4. βͺ neutral @MarcosMillaYT β (15,500 followers Β· π8 π1 π¬4)
> AI Investing Cycle Phase 1: Owning 1) NVIDIA $NVDA 2) AMD $AMD 3) TSMC $TSM 4) Micron $MU 5) Broadcom $AVGO Phase 2: Connecting 1) Credo $CRDO 2) Arista Networks $ANET 3) Marvell $MRVL 4) Astera Labs $ALAB 5) Coherent $COHR Phase 3: Renting 1) Microsoft $MSFT 2)Amazon ...
5. π’ bullish @GrindeOptions β (55,204 followers Β· π11 π1 π¬1)
> I think $NVDA could become the biggest dividend paying stock ever over time.
6. π΄ bearish @WickDust β (1,619 followers Β· π6 π0 π¬2)
> Nvidia relative to Household Equity Allocation crash scenario. The biggest AI darling might be peaking right as household equity exposure hits historic extremes. If this breaks, the unwind could be vicious. $nvda $ndx $qqq $spx $spy $sox https://t.co/D8q19SKHtQ
7. βͺ neutral @ZeekTyt β (2,972 followers Β· π7 π0 π¬1)
> Everything $IREN bulls have been screaming about for months just got validated by a former $NBIS / $NVDA industry lead. Owning the powered shell really does give them a structural edge over pure colocation.
8. π’ bullish @danielnewmanUV β (77,365 followers Β· π4 π1 π¬0)
> $NVDA on pace to generate $1 trillion in operating profits between 2026 and 2028. Still wildly undervalued at this level of execution. ππ»π
9. π’ bullish @TheValueist β (36,738 followers Β· π3 π0 π¬1)
> $NVDA $MU $SNDK $LITE Resharing this with all the chatter about the memory and storage trade stalling out. This is an interesting long structure if you believe the names will tread water from here on out. Given how much apathy and even bearishness I'm hearing on this app for ...
10. βͺ neutral @MsVeilMoney β (2,461 followers Β· π2 π0 π¬1)
> Why is no one talking about $NVDA?
11. π’ bullish @SchwartzFinance β (3,851 followers Β· π5 π0 π¬0)
> Nebius Group $NBIS has traded from $300 down to $187 todayβ¦ Remember this is a company expected to 30x their revenue in 5 years & $NVDA CEO has told you to buy. βNebius will take care of youβ Why wouldnβt you buy Nebius at these prices?π https://t.co/2ZKcQuApC3
12. π’ bullish @hassyswings β (955 followers Β· π5 π0 π¬0)
> $NVDA > On pace to generate $1 trillion profit over the next 3 years > This isnt your typical company, its a powerhouse leader for its industry Alerted as a swing in the discord and we are HOLDING Who else is LONG on this name with me? https://t.co/qxwK8ZMPS0
13. π’ bullish @QualCompounders β (4,551 followers Β· π1 π0 π¬1)
> @LeifInvests Solid picks man. I believe $NVDA is still not getting the respect it deserves.
14. π’ bullish @Joenguyen90 β (9,162 followers Β· π1 π0 π¬1)
> @AlphaInsightsAI still holding $NVDA, long term vision here
15. π’ bullish @SchwartzFinance β (3,851 followers Β· π1 π0 π¬1)
> @LeifInvests $NVDA will remain king and continue to grow at a crazy rate I also like $AVGO custom silicon chips are a massive market
16. ποΈ spam @rexcarlson22 (1,260 followers Β· π1 π0 π¬1)
> @StockSavvyShay These levels matter more as a plan than a prediction, know where you'd act before the stock gets there, not after. You can trade Stocks like $IREN, $AVGO, $NVDA and US Stock woj 0% fees on @MEXC RealStocks βΎ https://t.co/J9lgHlG7uW
17. βͺ neutral @AltmanTracker β (8,723 followers Β· π0 π0 π¬1)
> Nvidia - $NVDA already shows what that spending looks like. Data center revenue jumped 92% to 75.2 billion dollars last quarter. Microsoft spent 35.8 billion dollars on infrastructure in one quarter. That is more than double what it spent a year earlier.
18. π’ bullish @LeifInvests β (13,507 followers Β· π0 π0 π¬1)
> @SchwartzFinance $AVGO & $MRVL for custom silicon π $NVDA will outperform long as the AI trade remains intact.
19. βͺ neutral @IndexAndForget β (3,275 followers Β· π0 π0 π¬1)
> @thhkmkrzsg From Β£13k to Β£1m in 6 years did you buy $NVDA $MU or $SNDK ?
20. π’ bullish @khack14 (837 followers Β· π0 π0 π¬1)
> @SchwartzFinance Iβll just continue to own and buy the current $NVDA. Itβs still compounding at 50% a year.
Sentiment: π’π’π’π’π’ Bullish (score +0.80) Β· β high confidence (10 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 10 neutral Β· π΄ 1 bearish Β· ποΈ 0 spam filtered
Influencer share: 50% (accounts > 10K followers) Β· Retail share: 10% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @RJCcapital β (48,604 followers Β· π81 π3 π¬9)
> $MU Jane Fraser needs to fire Atif Malik and put in place a real analyst. This guy is the biggest counter-signal in existence. I picture him sitting at his desk every morning, mouth-breathing over a bacon-egg-and-cheese, watching the drool puddle on his keyboard. For context...
2. βͺ neutral @blondebroker1 β (59,188 followers Β· π37 π2 π¬11)
> $MU daily had a perfect pullback to the golden zone at $738 before a bounce. Needs to knock out the down trend line now. Looking at the 4hr chart, bulls need $888, $900 then $920 Otherwise it could need more time inside the triangle. https://t.co/UHNVsppHkG
3. βͺ neutral @FeroceResearch β (17,261 followers Β· π27 π1 π¬6)
> a lot of chatter about memory and micron $mu sounds like my calling to come back and share some memory wisdom again
4. π’ bullish @_HalalTrader_ β (11,924 followers Β· π30 π0 π¬2)
> $MU Heard the Jukan guy is posting bearish takes on memory. I remember he was spreading similar FUD last year and early this year as well. My read is that heβs panicking when memory stocks are under pressure and optics are running. Where was his take before optics made the m...
5. βͺ neutral @BenBSP β (8,785 followers Β· π16 π1 π¬3)
> $MU Uploading a new video on my YouTube channel discussing setting trading levels for Micron, drawing channel lines, and covering the 4 technical indicators I use for my daily trades. It will be up shortly @BSPBenEducationVids. I'll post the link here too! Enjoy and let me kn...
6. π’ bullish @CTGcapita1 β (3,899 followers Β· π11 π3 π¬0)
> $MU Micronβs chart would not suggest that a memory bottle neck issue has been solved, only that itβs consolidating before the next leg. Only when these stocks start splitting will there be a need for pause and concern. https://t.co/rOl2mbvA9D
7. βͺ neutral @gregory_FTA β (18,394 followers Β· π14 π0 π¬1)
> The funniest part about this? The peak of the last cycle is actually on 2 of these charts, but you wouldn't be able to tell. Yet people are still trying to compare this to cycles of the past. This is something entirely different. The sooner you realize that, the better. $MU...
8. βͺ neutral @BenBSP β (8,785 followers Β· π8 π0 π¬1)
> $MU chart analysis, drawing levels for trading, drawing channels, and my thoughts on the stock direction!! I post all my trading vids on my YouTube channel @BSPBenEducationvids #micron #options #trading #stock #optiontrading #charting https://t.co/1yytsC3hLj
9. π’ bullish @TheWiseAdapter β (13,661 followers Β· π5 π1 π¬1)
> This post will mark close to the bottom for memory. All we need is 2 or 3 days ( 6 sessions) for Korea & US to play ball and price will be up 50% from here. We are close. Very close. $MU $SNDK $SKHY $DRAM
10. π’ bullish @Wealth_WZRD β (8,339 followers Β· π7 π0 π¬1)
> Bullish for $MU
11. π’ bullish @TheValueist β (36,738 followers Β· π3 π0 π¬1)
> $NVDA $MU $SNDK $LITE Resharing this with all the chatter about the memory and storage trade stalling out. This is an interesting long structure if you believe the names will tread water from here on out. Given how much apathy and even bearishness I'm hearing on this app for ...
12. βͺ neutral @Wealth_WZRD β (8,339 followers Β· π5 π0 π¬0)
> Citi lowered their $MU PT to $425 (Kept the Buy Rating) on 3-25-26β¦ We know the rest of the storyβ¦
13. π’ bullish @AltmanTracker β (8,723 followers Β· π1 π0 π¬1)
> Micron - $MU is the quiet winner sitting inside that shortage. It is one of three companies making the memory chips next to every AI chip. Hyperscalers are racing to keep up with that timeline. Pricing power is shifting toward Micron too, not just Nvidia.
14. π’ bullish @Stock__Kevin β (2,750,780 followers Β· π1 π0 π¬1)
> β‘ What often changes most is the price and the narrativeβnot the underlying fundamentals I remain bullish on memory, including $MU and Samsung. This weekβs renewed focus on $AXTI, $AAOI, $COHR and $LITE also shows how capital rotates between different bottlenecks across the A...
15. π’ bullish @wz2013 β (895 followers Β· π2 π1 π¬0)
> π§΅ 4/4: Float Scarcity, Institutional Squeeze & Execution Roadmap Deploying $234.5B into share repurchases over 8 quarters creates an unprecedented squeeze on $MU's active trading float. Over 80% of Micron stock is held by institutional managers and passive index funds (S&...
16. βͺ neutral @OInvests β (3,304 followers Β· π1 π0 π¬1)
> @doomer_world @CKCapitalxx Storage will be needed. Personally Iβll be looking at $MU tho
17. βͺ neutral @LeifInvests β (13,509 followers Β· π1 π0 π¬1)
> @CKCapitalxx I donβt know if they go back to highs in the next year. $MU $SNDK
18. π΄ bearish @stonkmane69 β (1,573 followers Β· π2 π1 π¬0)
> $AMD $MU $LITE Distribution takes time. You can trade within the distribution as you often get some wild moves. I believe we saw that in optics the last couple of weeks. I am still bearish chips and memory but will trade the short-term trend while the large trend develops. Eve...
19. π’ bullish @_HalalTrader_ β (11,924 followers Β· π3 π0 π¬0)
> $MU if you change your LT fundamental thesis based on market sentiment, youβre not gonna make it. Same people selling $MU in 800s and 700s will be buying back in 1200s π€£π Canβt complain as thatβs how I make money off of them π€£π Alhamdulillah.
20. βͺ neutral @IndexAndForget β (3,275 followers Β· π0 π0 π¬1)
> @thhkmkrzsg From Β£13k to Β£1m in 6 years did you buy $NVDA $MU or $SNDK ?