Generated: 2026-08-21 01:06
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.75) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 7 bullish · ⚪ 11 neutral · 🔴 1 bearish · 🗑️ 1 spam filtered
Influencer share: 63% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @MMatters22596 ✓ (74,544 followers · 👍201 🔁26 💬8)
> THE TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 1. $NBIS \| Nebius Group -- 521% 2. $MU \| Micron -- 191% 3. $CRDO \| Credo Technology -- 170% 4. $CRWV \| CoreWeave -- 136% 5. $SKHY \| SK Hynix -- 136% 6. $LITE \| Lumentum -- 112% 7. $AAOI \| Appl...
2. 🟢 bullish @MMatters22596 ✓ (74,544 followers · 👍119 🔁7 💬18)
> There are only 5 AI-Infra companies I'd actually want to own for the long-term. 1. $CRDO - The best positioned company for AI-Connectivity. The only one that builds copper AEC's. Crucial for connection in and between racks. Also heavily expanding into photonics. 2. $NBIS - H...
3. ⚪ neutral @Gubloinvestor ✓ (52,500 followers · 👍31 🔁0 💬26)
> I purchased $CRDO at $230 today. i Sold $CRDO last week at $276.
4. 🟢 bullish @Gubloinvestor ✓ (52,500 followers · 👍21 🔁1 💬16)
> I re-rate $CRDO with PT of $300 by FALL.
5. ⚪ neutral @oratnek_ill ✓ (6,433 followers · 👍55 🔁1 💬3)
> Portfolio 08/20 $AEHR $AG $CRDO $LITE $MRVL $NBIS $SNOW $SPOT $TEM New : AG, MRVL, TEM Out : CRWD, NTAP As expected, the market did not let me rest. Yesterday was a really interesting day in the market😀 I entered $MRNA in the premarket and have already closed the entire po...
6. 🗑️ spam @nicole_kee62147 ✓ (1,220 followers · 👍48 🔁9 💬0)
> 🚀 Stocks Most Likely to 10X Over the Next Decade Here are the companies worth keeping on your watchlist: Space & Satellite Connectivity $RKLB — Trading at $79 $ASTS — Trading at $67 AI Infrastructure & Data Centers $CRDO — Trading at $245 $NBIS — Trading at $248 $IREN — Tra...
7. 🟢 bullish @Gubloinvestor ✓ (52,500 followers · 👍9 🔁0 💬17)
> i have added more $CRDO here at $231
8. 🔴 bearish @mmonis ✓ (15,715 followers · 👍26 🔁1 💬8)
> Stopped out $LITE and $CRDO Closed trailer $MU only open position is $APP
9. ⚪ neutral @StonkChris ✓ (42,634 followers · 👍34 🔁0 💬4)
> Whenever you love $CRDO, sell it. Whenever you hate $CRDO, buy it. Simple.
10. ⚪ neutral @jpinsights ✓ (24,934 followers · 👍18 🔁3 💬3)
> My portfolio visited ATH for a day. Apparently it was just a day trip. Now alot of names are trading at somewhat attractive levels again. Like $CRDO and $LITE. Want to see Credo at below $220 and Lumentum below $810.
11. ⚪ neutral @HunterAllen4 ✓ (17,681 followers · 👍17 🔁1 💬3)
> SOXX. SMH. SOXL. SEMIS. A little TA update I’m looking at that will end up being more than a little one. This decides a lot of charts. $AAOI $AXTI $CRDO $MXL $AEHR What I’m seeing is this choppy vertical trending up for now but we need to hold 4hr trend Line here at 526...
12. ⚪ neutral @oratnek_ill ✓ (6,433 followers · 👍21 🔁0 💬0)
> Portfolio 08/19 $AEHR $CRDO $CRWD $LITE $NBIS $NTAP $SNOW $SPOT New : SPOT
13. ⚪ neutral @afrin_nisa01 ✓ (3,990 followers · 👍11 🔁0 💬3)
> $AVGO and $CRDO update will be consider for buying from below levels https://t.co/pq7exRdo7e
14. 🟢 bullish @mmonis ✓ (15,715 followers · 👍12 🔁1 💬1)
> $CRDO - Added at 240 https://t.co/06GbrKPOaC
15. ⚪ neutral @GeoRLemus ✓ (623 followers · 👍5 🔁0 💬3)
> If the market cooperates could these just be building cup and handles? $CRDO $NBIS $LITE $AEHR https://t.co/blMABOR0aL
16. 🟢 bullish @RyshabTalks ✓ (2,423 followers · 👍11 🔁0 💬1)
> New Tier 3 position Western Digital $WDC Margin back up to 104% Holdings upto 11. Sell puts active on $ALAB $CRDO $SITM $WDC $IREN Pacing myself, ready to deploy more margin if we keep coming in here. The next leg up for Semis should take care of my portfolio returns. A...
17. ⚪ neutral @MikeSchiemer ✓ (195,030 followers · 👍8 🔁2 💬0)
> The @VegaSharesETFs ETF $CGPT Initial Holdings: https://t.co/GRiRzQ0sw6 (Can Download Full Holdings Spreadsheet) Including $CRDO $CBRS $ALAB $NVDA $AMD $AVGO $SKHY $MU $MRVL $RMBS #AI #ETFs #IPO #IPOs @SunnyWong111 @adamtstempel https://t.co/9xEfA3ug8x
18. 🟢 bullish @StonkValue ✓ (23,988 followers · 👍6 🔁1 💬1)
> 10. $CRDO \| Fiscal Q4 2026 revenue reached $437.0M, up 157% YoY, driven by rapidly scaling AI connectivity demand. https://t.co/ATyU5uR08Y
19. ⚪ neutral @davey_juice ✓ (7,389 followers · 👍9 🔁0 💬0)
> Deep dive coming tomorrow on $CRDO CEO Bill Brennan and the origins of Credo. It’s a lot more interesting than you might initially think. You’ll be able to find it at the link below once it’s live, or in your inbox if you’re subscribed: https://t.co/Zq8PzBekXX
20. 🟢 bullish @napoleon21st ✓ (7,235 followers · 👍3 🔁0 💬1)
> @jpinsights I want $CRDO bad
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.60) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 5 neutral · 🔴 2 bearish · 🗑️ 5 spam filtered
Influencer share: 67% (accounts > 10K followers) · Retail share: 7% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @ConnorJBates_ ✓ (53,536 followers · 👍60 🔁2 💬3)
> Copper $ERO $FCX $SCCO /HG https://t.co/YgpUSoE8KB
2. ⚪ neutral @Stockspy1 ✓ (10,937 followers · 👍20 🔁0 💬3)
> COVERED MY COPPER MINER SHORTS $ERO $SCCO $TECK $BHP may buy some miner of some for at end of the day (went long $GLD yesterday afternoon)
3. 🟢 bullish @ChaseMacTrades ✓ (27,497 followers · 👍11 🔁2 💬2)
> $AGCI LOI to acquire shamrock nickel - copper project from Homeland Nickel Inc Recent name change and research coverage from Harbinger as well. Looks like they’re setting up for something big. $GLD $ERO https://t.co/6mFqJ1QRYJ
4. 🔴 bearish @ArrakisGlobal (8,894 followers · 👍6 🔁1 💬3)
> Have also been short a few copper names $HBM $ERO but more reluctant to press here as i still like the LT story for Cu. Everything else in metals I am staying FAR away from. The Wars and dollar regime shift is going to continue to cause a lot of pain for this trade.
5. 🟢 bullish @kkernttb ✓ (50,902 followers · 👍11 🔁0 💬1)
> Copper stocks setting up again... $FCX $ERO
6. 🗑️ spam @GDXTrader ✓ (16,765 followers · 👍5 🔁1 💬2)
> $ERO $ERO continues to consolidate within a symmetrical triangle on the weekly timeframe. Last week's hammer at ascending support, aligned with the 50 EMA, showed buyers stepping in and created a potential bullish pivot reversal. This week's inside range candle reflects ...
7. 🟢 bullish @fundmyfund ✓ (13,574 followers · 👍6 🔁0 💬2)
> Gold miners, silver miners going ballistic of late but their charts are quite broken Copper miners however are potentially going to come out of some interesting bases if this continues $TGB $ERO https://t.co/qNFhSyQvCu https://t.co/MmTwQOTroo
8. ⚪ neutral @NickalobeUltra (868 followers · 👍2 🔁0 💬3)
> @RealSimpleAriel What happened to your coverage of the copper miners $HBM $ERO
9. 🗑️ spam @GDXTrader ✓ (16,765 followers · 👍8 🔁1 💬0)
> $ERO $ERO continues to consolidate within a symmetrical triangle, with price compressing between support and resistance as the market prepares for its next directional move. Last week, bulls successfully defended the 200 EMA and followed through by reclaiming the 50 EMA on ...
10. 🟢 bullish @ivanhoff ✓ (18,476 followers · 👍6 🔁0 💬1)
> $ERO - another copper name that is bull-flagging. https://t.co/e8BNQ1XVk2
11. 🗑️ spam @GDXTrader ✓ (16,765 followers · 👍5 🔁2 💬0)
> $ERO $ERO traders who bought following our August 4 post as price broke descending resistance could have captured roughly a 27% move to the upside, a great trade for those who trimmed and trailed into strength. We closed the week with a shooting star, signaling potential ex...
12. 🟢 bullish @tradetb ✓ (2,340 followers · 👍3 🔁0 💬2)
> $ERO is setting up here in what I call a flat low base with the 50D lingering just above. With the dollar overcrowded on the long side and starting to show weakness, this could run. Earnings next wednesday.. https://t.co/2VExGVjfU1
13. 🟢 bullish @TippiYogi (4,680 followers · 👍5 🔁0 💬1)
> Tell me… does this look like THE START OF A BREAKOUT, or a fakeout which will fail & be forgotten? I’ll tell you my thoughts… commodities are in a supercycle & trump & Fed Prez Warsh are doing NOTHING to calm inflation concerns. Stay long copper, gold, silver, etc....
14. 🔴 bearish @Stockspy1 ✓ (10,937 followers · 👍8 🔁0 💬0)
> adding to $ERO short at $24.54 2nd tranche https://t.co/y23TTVDhyS
15. ⚪ neutral @accounting_ds ✓ (10,659 followers · 👍5 🔁0 💬1)
> @babyfolio I find $ERO interesting, no position though still researching
16. 🟢 bullish @CJsCalls ✓ (5,549 followers · 👍5 🔁1 💬0)
> Copper has entered the chat: $SCCO $ERO $TGB Very strong setups across the board https://t.co/M2AiM7Cby0
17. 🗑️ spam @GDXTrader ✓ (16,765 followers · 👍5 🔁1 💬0)
> $ERO $ERO delivering nearly a 20% gain for traders who took the breakout we shared just three days ago while the weekly was breaking above descending resistance. Since clearing that supply zone, the bulls have taken firm control, with momentum accelerating as buyers continu...
18. ⚪ neutral @DGretta_Author ✓ (27,150 followers · 👍7 🔁0 💬0)
> $ERO Copper stock chart ytd lol gets you dizzy https://t.co/F5W28MxU9G
19. 🗑️ spam @GDXTrader ✓ (16,765 followers · 👍5 🔁1 💬0)
> $ERO $ERO remains on symmetrical triangle breakout watch as price continues to consolidate within a tightening range. Monday's shooting star at descending resistance signaled that buyers lacked the conviction to break through overhead supply, and yesterday's close below th...
20. 🟢 bullish @northernminer ✓ (28,137 followers · 👍5 🔁1 💬0)
> Ero Copper sees resource growth potential in Brazil @EroCopperCorp's (TSX, NYSE: $ERO) Furnas project in northern Brazil has intersected mineralization beyond the current resource boundaries, highlighting strong potential for resource growth. https://t.co/82FgIZVuyw
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.83) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 6 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered
Influencer share: 44% (accounts > 10K followers) · Retail share: 6% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @wliang ✓ (154,425 followers · 👍81 🔁3 💬11)
> $MU just committed $10B to a new research lab (first dedicated memory research hub in the U.S). This is on top of the $250B+ they've committed to U.S manufacturing in the coming years. Feels like the whole industry is being rebuilt, with memory becoming less and less cyclica...
2. 🟢 bullish @TheProfInvestor ✓ (132,362 followers · 👍63 🔁1 💬14)
> This is one position I am ready to buy more of. The 21EMA pullback this week was picked by buyers For new people: If daily 21EMA holds, I will hold it. My Stop loss will be below that EMA. Nothing is guaranteed in this business- it is a game of probabilities $MU
3. 🟢 bullish @wliang ✓ (154,425 followers · 👍47 🔁0 💬12)
> I'm curious... If SK Hynix is going through with building a fab in Japan (per Hankyoreh), that should push the U.S to double down on domestic memory names like $MU and $SNDK? The U.S clearly wants American-made memory as strategic infrastructure and I doubt they want to lose...
4. 🟢 bullish @Sam_Badawi ✓ (53,225 followers · 👍37 🔁0 💬5)
> The Jim Cramer Playbook: 1. Interview the CEO of $MU Micron about its massive U.S. chip manufacturing expansion. 2. Visit the new facilities in Idaho. 3. Become extremely bullish Micron. If he is right, he will fully redeem himself on Bitcoin $BTC. Not biased, but we need a...
5. 🔴 bearish @StockMKTNewz ✓ (1,087,078 followers · 👍19 🔁1 💬6)
> Grok just took some profits on Micron $MU stock today in the Rallies AI Arena
6. ⚪ neutral @epictrades1 ✓ (52,892 followers · 👍8 🔁0 💬7)
> $MU CEO Sanjay Mehrotra told Jim Cramer Thursday. “Memory is the intelligence behind artificial intelligence.” https://t.co/t0BQIQcTFB
7. 🟢 bullish @MentoviaX ✓ (28,551 followers · 👍23 🔁0 💬0)
> $MU Micron CEO Sanjay Mehrotra says AI is fundamentally reshaping the memory industry—transforming memory from a cyclical commodity into “strategic infrastructure” at the heart of the AI revolution. https://t.co/3Uub7PG1p8
8. 🗑️ spam @stuckonstocks ✓ (3,858 followers · 👍13 🔁0 💬1)
> $AMC $MU damn i am accurate AF and turn myself on. FUCK you. one more month and i go into hiding with my millions and you can fk yourself. I have no reason for members you dont even FKN listen I havent done this 32+ years to hear your idiot comments clown people shove it ...
9. 🟢 bullish @DavidMorganInv ✓ (6,151 followers · 👍5 🔁3 💬0)
> $MU CEO said it clearly: AI is turning memory from a commodity into strategic infrastructure. Without more HBM DRAM and SSD capacity, AI cannot scale. Memory is being revalued. How much further do you think $MU can go? Drop your take. If helpful, like + follow + sha...
10. 🟢 bullish @TheValueist ✓ (36,931 followers · 👍7 🔁0 💬1)
> https://t.co/ZmAmP0kCF5 $NVDA $MU $SNDK $LITE ELASTIC EXPECTATIONS: INVESTMENT COMMITTEE ANALYSIS (1/x) EXECUTIVE ASSESSMENT “Elastic Expectations,” published on August 18, 2026, presents a materially stronger near-term case for sustained AI infrastructure demand than the e...
11. 🟢 bullish @J5jayfive ✓ (1,563 followers · 👍2 🔁0 💬2)
> @ShortSwings Honestly today’s move felt more important as Memory / $MU was particularly strong and did not trade in tandem with AI infra or tech as a whole.
12. 🗑️ spam @JUST_KAWS ✓ (7,894 followers · 👍5 🔁0 💬1)
> My three Musketeers Name a better group than these three $MU $NBIS $AAOI I bet you can’t……. https://t.co/j61D8QVXMy
13. ⚪ neutral @wey_how12640 ✓ (7,439 followers · 👍4 🔁0 💬1)
> Aug 20, 2026: Patience with Your Timeframe $MU $SNDK $NBIS $PLTR $MRVL $CRDO $AAOI $NET $LITE $SNOW $DELL $NTAP $FROG $EROC Another day of non-action, just patiently watching how the TMLs build up their right side of the base. Bottoming is a process, you can’t expect they ...
14. ⚪ neutral @DontBroMeBro_ ✓ (3,627 followers · 👍1 🔁0 💬2)
> @growthrapidly I’m sitting on a LOT of $MU Both @leopoldasch and @InTheMoneyAdam have it as their top weighted positions
15. 🟢 bullish @SelzTrades ✓ (5,785 followers · 👍5 🔁0 💬0)
> Our swings had strength today. $QQQ puts $MU calls $SKHY calls $BABA calls $TEM calls $NFLX calls $COIN calls Only $OKLO & $CRWV were weak today
16. 🟢 bullish @LukeFalasca ✓ (2,634 followers · 👍2 🔁0 💬1)
> @Sam_Badawi Its hard to bet against $MU at this point. The only reason the market isn't giving it a bigger valuation is they are concerned these margins and demand will compress at some point. That being said, they have delivered so far.
17. 🟢 bullish @shrederickson ✓ (4,997 followers · 👍1 🔁0 💬1)
> ☄️ SWING - RELATIVE STRENGTH WATCH - 🧵 3 $MU. Monster run into July, six weeks of correction, now attempting to reclaim the averages with a 7% daily range. Currently sitting about 0.16 ATR from the mean. Third profile for the thread: the possible repair. FROG is resting near...
18. ⚪ neutral @BaBig90 ✓ (3,310 followers · 👍1 🔁0 💬1)
> @usppdd @ousterlidar $MU has 8,000 construction workers and engineers onsite everyday building the fabs. WILD. I think @elonmusk Terafab will be even bigger.
19. ⚪ neutral @LukeFalasca ✓ (2,634 followers · 👍1 🔁0 💬1)
> @Sam_Badawi What do you think needs to change to have the biggest impact (up or down) on $MU?
20. ⚪ neutral @LukeFalasca ✓ (2,634 followers · 👍1 🔁0 💬1)
> @growthrapidly The market still is unsure about its ability to maintain margins and demand overtime I think. That being said, what will be the cause of the slow down for $MU? Even if margins compress, demand is still there.