Generated: 2026-08-11 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 (16 directional posts)
Distribution (20 posts): π’ 16 bullish Β· βͺ 4 neutral Β· π΄ 0 bearish Β· ποΈ 0 spam filtered
Influencer share: 40% (accounts > 10K followers) Β· Retail share: 10% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @TheProfInvestor β (129,771 followers Β· π659 π53 π¬35)
> These 4 stocks are The Best stocks on my watchlist. $CRDO $ALAB - Leaders. Broke out in a big way. $DELL - At highs, working inside a bull flag $INTC - Buyers showed up at 82, price has reclaimed weekly 21EMA. Pick a few, nail those entries, and ride them up. Leaving i...
2. π’ bullish @Venu_7_ β (46,976 followers Β· π162 π9 π¬22)
> AI Infrastructure, Connectivity & CPO names finding support at the 21-week EMA: $ALAB $CRDO $TSEM $NBIS Sometimes weekly charts give a much clearer picture than daily. All are $50B market caps or below, with strong growth characteristics that fit the CANSLIM framework. ...
3. π’ bullish @ProblemSniper β (144,746 followers Β· π68 π1 π¬6)
> $AAOI $GLW $CRDO $LITE all moving hard!
4. π’ bullish @FranVezz β (22,501 followers Β· π45 π4 π¬5)
> Been knocking semis for a while, and they arenβt QUITE ready yet for me β BUT, major improvement. I donβt give a damn about my opinion last week. If these names reclaim MAs and tighten up, itβs game on. $NVDA $CRDO $ALAB $MRVL https://t.co/oX70PS6xV9
5. π’ bullish @Brownmoose β (29,080 followers Β· π28 π1 π¬9)
> $CRDO Bullflag Target reached β
There is some other solid entry to take on other AI ticker I just send on Subs/discord this morning. Lets get them πΈ https://t.co/8yESC27n0p
6. π’ bullish @AIStockSavvy β (39,422 followers Β· π39 π4 π¬3)
> π’ ππ¨π¦π§ ππ‘: $CRDO Credo Launches OCP Initiative to Reduce AI Memory Bottlenecks Beyond HBM - $MU $SNDK $SKHY π ππ²π ππΆπ΄π΅πΉπΆπ΄π΅ππ: β€ ππΏπ²π±πΌ plans to standardize an AI interconnect within the π’π½π²π» ππΌπΊπ½πππ² π£πΏπΌπ·π²π°π. β€ Company formed the π’ππ£ π’π½π²π» ππ΅πΆπ½πΉπ²π ππ°πΌπ»πΌπΊπ ππ¦π Workstream. β€...
7. π’ bullish @oratnek_ill β (6,431 followers Β· π48 π0 π¬0)
> Portfolio 08/10 $CRDO $CRWD $HPE $LITE $NTAP $SNOW New : CRDO, LITE Software stocks are still showing up on my watchlist. The SOX Index has not yet broken above its 50SMA, but several semiconductor-related stocks have already moved above their 50SMA and are showing relati...
8. π’ bullish @NordicPips β (817 followers Β· π31 π2 π¬2)
> Software is the main focus for me next week but $ALAB $CRDO $TSEM are all looking constructive. Ideally tightening up the coming weeks. https://t.co/a7wrYvPYmP
9. π’ bullish @joedab12 β (9,423 followers Β· π23 π0 π¬1)
> $CRDO and now this. Credo has been very strong. Great stock for selling covered calls or cash secured puts too. Sold a few calls on the opening pop and added more shares on the subsequent pullback. https://t.co/MxEwPapvPh
10. βͺ neutral @NirAoo7 β (6,019 followers Β· π11 π1 π¬3)
> $SMH - expectation breaker so far today. i closed my $CRDO position just above b/e https://t.co/zCUO7c3RaR
11. π’ bullish @CJsCalls β (5,522 followers Β· π17 π1 π¬0)
> $CRDO Credo Tech Group Weekly𧡠One of the better looking weekly charts I can find currently in the markets Fundamental thesis remains in tact as well * I am long $CRDO https://t.co/6ijN8XXTGG
12. π’ bullish @JasonL_Capital β (56,505 followers Β· π15 π0 π¬1)
> 7. $CRDO - Credo Revenue more than tripled to $1.34 billion last fiscal year at 68% gross margins. Three hyperscalers each make up 20%+ of revenue and a fourth is ramping. They make the connections AI clusters physically cannot run without. We started a position 10 days ago a...
13. π’ bullish @3PeaksTrading β (34,004 followers Β· π15 π1 π¬0)
> $CRDO cleared the trendline last week with fresh MACD bull cross. A top AI name to watch for new highs if markets stabilize further. https://t.co/R55nblaQfO
14. βͺ neutral @davey_juice β (7,353 followers Β· π9 π1 π¬0)
> $CRDO Bill Brennan on Copper vs Optics βI view it as there's companies on stage maybe having the debate, if I imagine it that way, NVIDIA, Broadcom, Marvell, Astera, Credo, and I think the debaters have stopped talking. The debate's over. It's going to be a heterogeneous wo...
15. π’ bullish @davey_juice β (7,353 followers Β· π8 π1 π¬0)
> $CRDO βWe're really recognized as the pioneer of the AEC market. A lot of people didn't believe the market was a large market. Now we see competition confirming they're coming to the market because the market is growing. I see that market growing for the foreseeable future. ...
16. π’ bullish @kaanbuildsai β (1,007 followers Β· π1 π0 π¬3)
> @TheProfInvestor $CRDO breakout retest into 21 EMA support is the cleanest setup on that list.
17. βͺ neutral @davey_juice β (7,353 followers Β· π6 π0 π¬1)
> Trimmed: $crdo 260.32 $pltr 177.53 $rbrk 95.56
18. βͺ neutral @davey_juice β (7,353 followers Β· π3 π0 π¬2)
> @realroseceline $crdo is not a supply and demand thing like memory. Theyβre not price gouging, they are actually selling a lot more volume. Sure thereβre more advanced and latest models cost more than older ones.
19. π’ bullish @timoassi β (5,144 followers Β· π4 π0 π¬1)
> 4/5 $CRDO Revenue +272%, guiding fiscal 2027 growth above 50% https://t.co/dFp80lnvH5
20. π’ bullish @OInvests β (3,349 followers Β· π4 π0 π¬1)
> $CRDO from a technical perspective looks great. Photonics and Connectivity from a sentiment standpoint look strong. Wrote a deep dive not so long ago about the role $CRDO plays in the AI ecosystem. Opened a position pre market today at $250. https://t.co/VUOfWsYFaX
Sentiment: π’π’π’π’π’ Bullish (score +0.33) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 8 neutral Β· π΄ 4 bearish Β· ποΈ 0 spam filtered
Influencer share: 35% (accounts > 10K followers) Β· Retail share: 30% (< 2K) Β· Rocket emoji rate: 5%
1. π’ bullish @amitisinvesting β (571,741 followers Β· π130 π8 π¬34)
> $NVDA Okay, so letβs talk about what Nvidia actually announced todayβ¦ Iβll present the bear and the bull case. I lean more bullish for reasons that are below, but I want to highlight both sides and what this means for the broader AI industry. So, what did Jensen do today th...
2. βͺ neutral @StockOptionCole β (35,155 followers Β· π54 π1 π¬7)
> Tomorrows Watchlist π‘ $NVDA Swing 8/28 230C if we re-test and hold 214 - PT 223, 230 $SPCX Swing 9/4 150C if we re-test 128 - PT 144, 150, 160 $GOOGL Swing 8/21 365C above 358 - PT 365, 374
3. βͺ neutral @DarioCpx β (115,848 followers Β· π34 π2 π¬6)
> For good record, $NVDA shares are up 0.4% in overnight trading after this announcement
4. π’ bullish @alphacharts (12,091 followers Β· π11 π1 π¬1)
> $NVDA Monthly. As good as it gets...tight flag, strong uptrend, valuation, secular theme. https://t.co/qBsaeiQxFZ
5. βͺ neutral @stockswithtom β (917 followers Β· π3 π0 π¬2)
> Another day, another portfolio update.π Flat day overall. My portfolio: +0.29%π’ S&P 500: -0.06%π΄ Biggest winner: $UBER 4.01%π Biggest loser: $NVDA 2.86%π How did your portfolio do today? $QQQ $VOO https://t.co/OjmLEXpaso
6. π΄ bearish @AtlasShrug1 β (7,623 followers Β· π2 π1 π¬1)
> @Temple_Eight @illyquid It sounds absurd. Like giving unqualified homebuyers zero down mortgages or harkening back to the vendor financing from the late 90s fiber buildout. I do not like $NVDA stock at all. They are having to grow their revs by taking on ever increasing amou...
7. π΄ bearish @KampnerSam β (7,760 followers Β· π0 π0 π¬2)
> $2m per megawatt per year? (6500/222=29.279 -> 29.279/15=1.952) Not sure if $FRMI is going to make any money out of this deal if they are also providing the GPUs. This is far below the $9-14m of $NVDA GPU based deals (assuming $FRMI owns the GPUs). Hard to know for sure ...
8. π΄ bearish @InvestiBrew β (5,019 followers Β· π2 π0 π¬1)
> $NVDA isnβt the first company to team up with big Wall Street firms to secure vendor financing Case in point: - Lucent - Nortel Both did the EXACT thing NVIDIA is doing today And went bust in 2000 Jensen Huang is merely pumping demand for his own GPUs as asset-backed loan...
9. π’ bullish @ramahluwalia β (50,378 followers Β· π2 π1 π¬0)
> AI ADOPTION The criticism of $NVDA in 2023 was concentration risk on a handful of customers like $MSFT and $GOOG and $ORCL Now the criticism has shifted to cloud companies. The concern is once again - concentration risk - this time from firms such as OpenAI and Anthropic...
10. βͺ neutral @StockSaleFlyer (848 followers Β· π1 π0 π¬1)
> 1/3 My question is, if there is enough supply constraint across the industry to maintain margins, and not enough competition to threaten margins, then why are things like this necessary? It's not a question of if there will be demand, it's a question of how much. $NVDA #chips
11. βͺ neutral @MintedTools β (664 followers Β· π1 π0 π¬1)
> You have $5,000. Has to go into ONE of these tonight and you canβt touch it for 5 years: $NVDA $PLTR $GOOGL $SOFI Whereβs the money going?
12. βͺ neutral @traders_kings β (4,554 followers Β· π2 π1 π¬0)
> $NVDA now you see what i was repeatedly warning last night? Believe it or not the trend in the market has changed. Bull market likes to rotate stocks not everything moves at once. Hope it helped you on todays trade. $spy $spx $qqq $tsla
13. π΄ bearish @reasonus4 β (2,092 followers Β· π2 π1 π¬0)
> @porterstansb It is a bailout. Can you imagine how deep a crash if Trump went through Congress for an AI bailout? $SPY $QQQ $NVDA We are all so gullible.
14. π’ bullish @LoveAndMoney15 β (751 followers Β· π1 π0 π¬1)
> This is my take as well.β¬οΈ The smartest guys from both tech and finance think the AI buildout is worth the price tag. The bears need a strong rebuttal. So far, not much. $NVDA $GS $BX $KKR $APO $BN
15. π’ bullish @Wealth_WZRD β (8,424 followers Β· π3 π0 π¬0)
> The $NVDA news today shouldβve been a major catalyst for AI infrastructure NVIDIA is partnering with Apollo, BlackRock, Blackstone, KKR, Goldman Sachs & Brookfield to help mobilize $500B+ toward AI infrastructure Thatβs as bullish as it gets What caught my attention, though...
16. βͺ neutral @StockSaleFlyer (848 followers Β· π0 π0 π¬1)
> 2/3 If the market feels semi backlogs are going to go off a cliff, even 2 or 3 years out, it will start to price that in. Smaller backlogs will likely mean lower margins. Nvidia, & others, need to maintain demand, not just today, but really in perpetuity. Will be tough. ...
17. βͺ neutral @JP_Money_95630 β (12,063 followers Β· π0 π0 π¬1)
> @nvidianewsroom @apolloglobal @BlackRock @blackstone @Brookfield @GoldmanSachs @KKR_Co @grok what's the net assets under management in this photo, to include the market cap of $NVDA as well.
18. π’ bullish @rickyho_1989 β (13,258 followers Β· π3 π0 π¬0)
> The way I picture this is basically The Avengers, but for AI infrastructure. $NVDA is assembling the corporate heroes, and this time the lineup is ridiculous: Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, all working around AI compute infrastructure finan...
19. π’ bullish @DiligentPlane β (3,903 followers Β· π2 π0 π¬0)
> The market is slowly realizing how big the $NVDA news is for memory and optical stocks That $500B doesnβt just go to Nvidia It has to be spent on the infrastructure needed to build all that compute $MU $LITE $GLW
20. π’ bullish @FrancisCashFlow β (1,222 followers Β· π1 π0 π¬0)
> Jensen said, let me (the banks) finance the whole buildout to make sure I can sell as many gpu's for as long as possible $nvda $nbis
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· π‘ medium confidence (8 directional posts)
Distribution (20 posts): π’ 8 bullish Β· βͺ 11 neutral Β· π΄ 0 bearish Β· ποΈ 1 spam filtered
Influencer share: 84% (accounts > 10K followers) Β· Retail share: 0% (< 2K) Β· Rocket emoji rate: 0%
1. βͺ neutral @Beth_Kindig β (181,002 followers Β· π119 π6 π¬18)
> SanDisk $SNDK CEO David Goeckeler: βWe want to get a fair return for our products. I think mid-80s gross margin, I would characterize as a fair return.β $MU $NVDA $AMD
2. π’ bullish @wliang β (154,304 followers Β· π109 π4 π¬12)
> Amid what looks like capital rotating from one bottleneck to another, $MU is approaching the gold zone. Good spot for quick swings. For a longer swing, I'd wait for the next BD. I'll share once it appears. $SNDK and $SKHY are in the same boat. Solid buying opportunities loadi...
3. βͺ neutral @ProblemSniper β (144,746 followers Β· π101 π4 π¬12)
> Honestly i saw this flow on $MU today and these folks have been right 80% of the time on both drawdown and also on the pop up. Letβs see what they upto this time around. https://t.co/zGAmaNlqJW
4. π’ bullish @ProblemSniper β (144,746 followers Β· π97 π1 π¬10)
> Micron $MU says customers remain largely insensitive to memory pricing, data center demand is so strong it canβt meet even half of customer needs, and demand signals for 2028! π€£π crazy.
5. π’ bullish @TradexWhisperer β (141,791 followers Β· π72 π6 π¬9)
> $MU 5.6x. $SKHY 4.2x. $SNDK 4.6x. 5-year Binding LTAs signed. Right? That means they can buy back their entire market cap faster than they can honor the 5-year supply agreements. Fabulously Ridiculous π https://t.co/xDjnlOlDON
6. ποΈ spam @HolySmokas β (132,759 followers Β· π29 π0 π¬20)
> This Stock is Next to make NEW$millionairesβΌοΈ "the MOVE will SHOCK the market" $HIMS $AMD $MU $NFLX $CELH https://t.co/ORt7ax0XPY
7. π’ bullish @clintoptions β (79,130 followers Β· π45 π1 π¬14)
> $MU consolidation before the big breakout back above $1000 https://t.co/sTT51gZGoq
8. βͺ neutral @BenBajarin β (49,520 followers Β· π47 π5 π¬1)
> This quote is telling from the $MU discussion at KeyBanc with Sumit Sadana: "So we have visibility now and deep engagements with our customers on the engineering side that stretches out to roadmaps at our customers that are beyond 2030 time frame. I mean, when we started, you...
9. βͺ neutral @ren_stocks β (50,411 followers Β· π13 π0 π¬12)
> $SNDK $MU $WDC $SKHY $STX Time for some market sentiment on this side of FinX (a bubble within a bubble) What do you think of the memory trade?
10. π’ bullish @LeifInvests β (13,775 followers Β· π21 π2 π¬6)
> POV: Waking up in 12 months to these BULLISH Wall Street Price Targets π― $META $595 β‘οΈ $1,015 (Rosenblatt) $NVDA $217 β‘οΈ $500 (Baird) $MU $861 β‘οΈ $2000 (Barclays) $SPCX $138 β‘οΈ $800 (Raymond James) $CRWV $88 β‘οΈ $250 (Rosenblatt) $AMD $470 β‘οΈ $1,250 (Baird) $INTC $97 β‘οΈ $200 (...
11. π’ bullish @itsjcmerlo β (5,765 followers Β· π17 π1 π¬5)
> WHAT OTHER FINX MEMORY BULL PUTS HIS MONEY WHERE HIS MOUTH IS? I BUY $MU EVERYWHERE ON EVERY DIP https://t.co/MbQQxAMulL
12. π’ bullish @PatrickMoorhead β (67,574 followers Β· π18 π2 π¬2)
> Yes, folks, $MU can still grow⦠A LOT.
13. βͺ neutral @MSBIntel β (43,417 followers Β· π4 π1 π¬3)
> How far is everything below its all-time high right now? S&P 500: β0.06% Nasdaq 100: β3.4% Nvidia $NVDA: β7.7% Gold: β16.4% Micron $MU: β29.1% WTI Crude: β43.4% Bitcoin $BTC: β48.7% Ethereum $ETH: β61.2% $XRP: β71.4% The deepest hole on the board is not crypto. It is oil, 18...
14. βͺ neutral @FranVezz β (22,501 followers Β· π10 π0 π¬1)
> No clue whatβs next, but this is a huge fork in the road for $MU. From compression comes expansion, and this guy is looking like a move is coming. Poor closes in the AI names today tell me maybe this is going lower? But what do I know $MU https://t.co/pRLOsiP8am
15. π’ bullish @intelfabs β (4,784 followers Β· π8 π0 π¬1)
> 75%+ margins on HBM until 2029!!! However, HBM is still a small % of total bits Conventional DRAM is on a classic commoditization path HBM is doing the opposite!!! $MU https://t.co/BURK1HVR2G
16. βͺ neutral @WOLF_TradingX β (40,497 followers Β· π6 π0 π¬1)
> People who bought $MU under $200 https://t.co/77KhXk6M4b
17. βͺ neutral @RealSimpleAriel β (65,020 followers Β· π6 π0 π¬1)
> @ripster47 Remember that gap up in $MRVL this morning? What about that note from $MU. Mr. Market doesnβt seem to care about semis or memory names at the moment
18. βͺ neutral @JayTraderX β (4,224 followers Β· π9 π0 π¬0)
> 8/10 \| Notable Inside Days: $TSLA, $XYZ, $MU (x2), $COIN, $F (x2), $UPS, $ROKU, $UPST, $AFRM, $LULU, $SNDK (x2) NOTES: $SPY flagging at 773.40 level, and 9ema on daily at 760 and catching up. Will be interesting to see if last weekβs bull gap can remain open $QQQ moved t...
19. βͺ neutral @athuinvests β (13,597 followers Β· π8 π0 π¬0)
> π§ AI Memory (Watchlist) 1. Tier-1 & HBM leaders: $MU, $SKHY, $CXMT, Samsung 2. NAND flash + HBF specialists: $SNDK, $KXIAY 3. HDD & finished storage: $WDC, $STX 4. Memory ETFs: $DRAM, $DISK 5. Equipment (backend players): $TRT, Mirae Corp 6. Memory IP: $RMBS 7. Regional/Se...
20. βͺ neutral @MSBIntel β (43,417 followers Β· π2 π1 π¬1)
> If you invested $10,000 at the start of 2026: Micron $MU would be $30,167 WTI Crude would be $14,333 Nvidia $NVDA would be $11,665 TSMC $TSM would be $13,770 Gold $XAU would be $10,003 Bitcoin $BTC would be $7,410 $XRP would be $5,592 Did you pick correctly? https://t.co/SDt...