🐦 Social Pulse Appendix — 2026-09-26

Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.

🐦 $TSM — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.50) · ⚠️ low confidence (4 directional posts)

Distribution (20 posts): 🟢 3 bullish · ⚪ 14 neutral · 🔴 1 bearish · 🗑️ 2 spam filtered

Influencer share: 33% (accounts > 10K followers) · Retail share: 22% (< 2K) · Rocket emoji rate: 0%

Top 20 most-engaged posts (filtered, classified)

1. ⚪ neutral @Mr_Derivatives ✓ (625,564 followers · 👍78 🔁3 💬13) > $TSM or what I call $NVDA's little bro, hit $455 highs today. Eeesh

2. ⚪ neutral @TradexWhisperer ✓ (144,026 followers · 👍22 🔁3 💬4) > $TSM $ASX $AMKR CoWoS capacity doubles again by 2028e. 18k wpm in 2023. 370k wpm by 2028e. That's ~20x in five years. And TSMC can't carry it alone. The non TSMC slice (Amkor, ASE, UMC) grows to roughly 110k wpm by 2028e, nearly a third of the market. https://t.co/pQwhAXRzFs

3. ⚪ neutral @FemmyYohana ✓ (7,088 followers · 👍12 🔁7 💬0) > UPDATED 2026 GROWTH THEMES WATCHLIST AI Chips \| $NVDA , $TSM , $ASML , $AMAT , $KLAC , $AMD , $MU , $LRCX , $ARM , $NVTS AI Networking \| $AVGO , $ALAB , $MRVL , $CRDO , $NET , $ANET AI Utility \| $CRWV , $NBIS , $IREN , $CIFR , $WULF AI Cloud \| $MSFT , $AMZN , $GOOGL , ...

4. ⚪ neutral @PhotonCap ✓ (64,765 followers · 👍12 🔁4 💬2) > - $TSM's CoWoS-L expected to remain dominant AI packaging technology through 2028 despite competition. - Samsung Electro-Mechanics and LG Innotek developing capabilities in advanced substrates including $INTC's EMIB as alternative. - AI chip complexity and size growth driving ...

5. ⚪ neutral @933Athkar ✓ (8,948 followers · 👍10 🔁7 💬0) > Which pair do you think will perform the best over a 5 year period? 1. $ASML / $TSM 2. $NBIS / $IREN 3. $NVDA / $AMD 4. $SE / $MELI 5. $NVO / $LLY 6. $OSCR / $UNH 7. $DLO / $ADYEN 8. $BABA / $PDD 9. $SPGI / $MCO 10. $V / $MA

6. ⚪ neutral @PhotonCap ✓ (64,765 followers · 👍10 🔁2 💬1) > - Siemens and $TSM announced a collaboration to improve semiconductor design and manufacturing workflows - Partnership aims to streamline processes across design, simulation, and production stages > $TSM is expanding its ecosystem partnerships beyond pure manufacturing to int...

7. ⚪ neutral @Benzinga (343,792 followers · 👍4 🔁1 💬3) > On Aug 12, 2026, Rick Allen (R-Georgia) made 3 stock transactions: Purchase $AVGO Purchase $TSM Sale $ROL Allen has performed below the market over the past 12 months, losing 17.51% https://t.co/5A1dt39zOO

8. ⚪ neutral @FinancePotentia ✓ (9,634 followers · 👍9 🔁0 💬1) > 🧠 3. $TSM TSMC 24 top investors. $NVDA, $AMD, $AAPL all depend on it. https://t.co/2nIF6Qyq2q

9. ⚪ neutral @LongGameEquity ✓ (8,518 followers · 👍3 🔁0 💬2) > @QualCompounders Don’t forget you bought $TSM!

10. ⚪ neutral @StockWorthyApp ✓ (7,371 followers · 👍9 🔁0 💬0) > Top 10 $VXUS holdings. Which of these international stocks do you own? Own $ASML here! $TSM Taiwan Semiconductor 🧠 (3.97%) $SSNLF Samsung Electronics 📱 (1.90%) $HXSCL SK Hynix 💾 (1.46%) $ASML ASML Holding 🧠 (1.42%) $TCEHY Tencent Holdings 🎮 (0.78%) $HSBC HSBC Holdings 🏦 (0.76...

11. 🔴 bearish @nightglasstrade ✓ (3,075 followers · 👍4 🔁1 💬0) > $TSM — $1.2M in Nov 430 puts, sold at the bid. https://t.co/vUUItv04z6

12. ⚪ neutral @svrnco ✓ (14,926 followers · 👍5 🔁0 💬0) > @ShmuelLon I'm not an active trader. I own a basket of $GOOGL, $TSM, $META, $NVDA, $GTLB, $AMZN, $ASML, $ORCL, $SKHY, $QQQ as well as LEAPS on them. I put almost no thought into my picks. I briefly looked into the most leveraged neoclouds.

13. ⚪ neutral @marco__reed ✓ (4,508 followers · 👍2 🔁0 💬1) > 2/5 $TSM Apple, Nvidia, AMD. They design the chips, but TSMC actually makes them. It makes about 90% of the world's most advanced chips. https://t.co/AC3ENcvCPl

14. ⚪ neutral @michaelsisakov ✓ (1,957 followers · 👍1 🔁0 💬1) > 4. $AMD - Volume Crescendo complete, stoch cross. Should be a local top. Congrats long term holders. 5. $TSM - Very similar resistance as per the Marvell pitchfork median line. 6. $ASML - I expect it to go higher to hit the resistance line. https://t.co/3rzCwvICdE

15. 🟢 bullish @Rags2Tendies ✓ (1,280 followers · 👍2 🔁1 💬0) > $TSM has coiled four sessions between 440.60 and 455.03. today it tagged 455.03 and came straight back in. over 455.03 i'm a buyer. target 469.45, roughly the range height projected off the break. stop 449.40, under today's low. 5.63 of risk for 14.42, about 2.5 to 1. https://...

16. 🟢 bullish @BeFullyInformed ✓ (1,633 followers · 👍0 🔁0 💬1) > Another stock I spotted in the investing tools today was Taiwan Semiconductor Stock $TSM. The stock is back in an uptrend. The trade alert contains information on the outlook for this trade. The trade alert provides the details and discusses the outlook of this trade in Taiwan...

17. 🟢 bullish @louiesquares ✓ (804 followers · 👍3 🔁0 💬0) > Today’s dip buys $TSLA $TSM $INTC $ARM $IREN https://t.co/LXMB8e4SNQ

18. 🗑️ spam @OSulll ✓ (1,806 followers · 👍1 🔁1 💬0) > $GME $F $TSM . If you hold any of the aforementioned stocks, you should definitely pay attention to him; I made $80,000 by following his tradesdes . An outstanding stock analyst 🔗@foarctwales He is an excellent stock analyst—believe me. An outstanding stoc https://t.c...

19. 🗑️ spam @ondgo4fr ✓ (2,106 followers · 👍1 🔁1 💬0) > $GME $F $TSM . If you hold any of the aforementioned stocks, you should definitely pay attention to him; I made $80,000 by following his tradesdes . An outstanding stock analyst 🔗@foarctwales He is an excellent stock analyst—believe me. An outstanding stoc https://t.c...

20. ⚪ neutral @Bblythe_Gr ✓ (3,374 followers · 👍1 🔁0 💬0) > $SMCI $NVDA $TSM $QQQ $SPY Crucial moments. The Boss of The Free World entertaining at The White House the Self Declared Emperor for Life of China and “The Chinese Communist Party.” Don’t they look happy together?… https://t.co/UfRfWZRXHx

🐦 $MU — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.78) · 🟡 medium confidence (9 directional posts)

Distribution (20 posts): 🟢 8 bullish · ⚪ 8 neutral · 🔴 1 bearish · 🗑️ 3 spam filtered

Influencer share: 29% (accounts > 10K followers) · Retail share: 24% (< 2K) · Rocket emoji rate: 0%

Top 20 most-engaged posts (filtered, classified)

1. 🔴 bearish @vnkumarvnk ✓ (67,881 followers · 👍101 🔁3 💬8) > $MU SOMEONE LOADED $4.6M++ WORTH OF 1100 PUTS EXPIRING NEXT WEEK! EARNINGS NEXT WEDNESDAY. WOW! 😲 https://t.co/18lVr78677

2. 🟢 bullish @GAndersonTrades ✓ (16,540 followers · 👍53 🔁3 💬6) > IF $MU puts up nice numbers and the broader market strength continues, these can go 10-15x next week. Any dip on Monday and these should be at the top of your watchlist imo. Nfa https://t.co/cgxAJEI7f5

3. ⚪ neutral @QC_Capitals ✓ (6,181 followers · 👍28 🔁0 💬13) > $MU before earnings: $1,200 or $900?

4. ⚪ neutral @MarcosMillaYT ✓ (19,417 followers · 👍31 🔁2 💬4) > So go all in Micron $MU ?

5. 🗑️ spam @jamescal2026 ✓ (19,931 followers · 👍18 🔁10 💬0) > THE AI TRADE JUST GOT CALLED OUT AGAIN WALL STREET KEEPS TELLING YOU WHICH NAMES PRINT MONEY SO FAR THIS CYCLE CALLED: $NVDA AT $120 → +410.00% $MU AT $165 → +545.00% $SMCI AT $17 → +147.00% NOW IT'S POINTING AT: $IREN AT $46.25 $CRDO AT $193.00 $ALAB AT $360.00 "THE BOTTL...

6. 🗑️ spam @TehLamboX ✓ (45,838 followers · 👍23 🔁0 💬3) > I will be updating atleast 20 - 25 setups this weekend on my X and telegram Major setups include: $SNDK $MU $INTC $NBIS $MRVL and plenty more. Follow me and join telegram to get all the access.

7. 🗑️ spam @NathanCrossNC ✓ (4,575 followers · 👍14 🔁3 💬1) > 🚨 Jensen Huang Just Named His Next Energy Trades Last time the market ignored him: $NBIS — $18 $MU — $56 $INTC — $40 Now the new list is out: 1. $OKLO Like + Follow + Share + turn on notifications. https://t.co/ibYoCHUVVS

8. ⚪ neutral @dissectmarkets ✓ (9,663 followers · 👍5 🔁0 💬2) > “The goal isn’t to predict the next $NVDA or $MU It’s to understand where the money could flow before it becomes obvious.” That’s why I focused on buying as much $BLOX as I can this year 😎

9. 🟢 bullish @aincomeinvestor ✓ (18,220 followers · 👍8 🔁1 💬0) > Imagine if you could see the top 25 biggest dividend investors through Robinhood Social. A list of investors with the most dividends earned YTD Would be insane. Anyways, look at this guy who’s up over $1,200,000 on his $MU position. https://t.co/UkMqsPz8Q0

10. ⚪ neutral @QC_Capitals ✓ (6,181 followers · 👍10 🔁0 💬0) > All eyes on $MU next week 👀

11. 🟢 bullish @itsjcmerlo ✓ (7,449 followers · 👍6 🔁0 💬1) > @GAndersonTrades $MU is almost there The Sandy man has a lot of catching up but that’s why I think on a % basis it’s pretty good Like it’s not impossible for it to have 2 11-12% days back to back and that’s nuts to say

12. ⚪ neutral @wey_how12640 ✓ (8,360 followers · 👍6 🔁1 💬0) > Sep 25, 2026: Be More Selective & Flexible $MU $SNDK $DELL $PLTR $INTC $VICR $SMTC $MRVL $LITE $CRWD $DDOG $FTNT $SNOW $ARM $AMD $BE $NBIS $RMBS A) On Market Breadth: The biggest context is that this is an AI driven bull market, and not all stocks are created equal to benefi...

13. 🟢 bullish @R_and_Invest ✓ (5,262 followers · 👍2 🔁0 💬2) > WSJ is reporting that POTUS doesn’t want a deal with Iran. While our $MU base case assumes Iran war would end, there is no end in sight. But, at least near term, we might have to bring up our ests. Memory pricing and demand are too strong to be this below consensus.

14. ⚪ neutral @mtrade_ ✓ (1,283 followers · 👍2 🔁0 💬2) > $MU & $SNDK - loss is part of the game! 📊 Added longs on both: $MU over 1100 breakout - closed under clouds, then re-shorted at 1086, covered at 1077. Recovered what I lost! 1 win - 1 loss ✅ $SNDK over 1800 breakout - went green but closed under clouds Respect the @ripster4...

15. 🟢 bullish @jasonHan369 ✓ (705 followers · 👍2 🔁1 💬1) > As $QQQ breaks out to new all-time highs, we will see a massive influx of capital back into technology, semiconductor, and memory stocks. The Nasdaq index is poised to end its four-month consolidation phase. $QQQ Target: 800 $MU Target: 1500 $SNDK Target: 2500 $TSLA Target:...

16. ⚪ neutral @QC_Capitals ✓ (6,181 followers · 👍5 🔁0 💬0) > $MU earnings coming what do you expect?

17. 🟢 bullish @E_IS_Ferguson (1,163 followers · 👍1 🔁0 💬1) > @BullMarketBoss Thursday's semis dip added more: $SPCX, $MU, $SDNK, $NVDA.

18. 🟢 bullish @StragglerLiu ✓ (3,065 followers · 👍2 🔁1 💬0) > Micron's Target Cut Is a Signal, Not a Warning: The Market Is Debating Peak EPS While Contracts Rewrite the Base Wells Fargo cut its Micron($MU ) price target to $1,400 from $1,525 on September 23, 2026, while simultaneously raising its revenue and EPS forecasts across FY26 t...

19. 🟢 bullish @SlStGNRJWlZAYfM (1,040 followers · 👍1 🔁0 💬1) > $MU \| TD Cowen 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, PT $𝟭𝟲𝟬𝟬 Analyst sees favorable risk/reward, mid-cycle demand and slowing positive earnings revisions as margin expansion approaches late innings. https://t.co/mg4PIhK2u2

20. ⚪ neutral @stonkstradamus ✓ (10,235 followers · 👍3 🔁0 💬0) > $MU the only one that matters. https://t.co/yhi6WFHXSl

🐦 $AMD — Social Pulse

Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · 🟡 medium confidence (8 directional posts)

Distribution (20 posts): 🟢 8 bullish · ⚪ 7 neutral · 🔴 0 bearish · 🗑️ 5 spam filtered

Influencer share: 40% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%

Top 20 most-engaged posts (filtered, classified)

1. 🗑️ spam @SRxTrades ✓ (139,997 followers · 👍218 🔁3 💬15) > I feel like I might be one of the only accounts still posting alpha on X Its mainly come to doom posting & memes with 0 value for clicks If you want some real value.. These are some of the setups I've shared in the last few weeks: $META 616-779 $AMD 477-638 $SMTC 146-182 $...

2. 🗑️ spam @MrMikeInvesting ✓ (289,346 followers · 👍55 🔁10 💬3) > In 2023 $PLTR was the greatest buying opportunity at $20. Then in 2024 it was $NVDA at $50. Finally in 2025 it was $AMD at $76. Now for 2026, $NBIS will surpass the returns all 3 of these provided. This name is on the brink of a Wave 5 extension to $500+ Don’t miss it… ht...

3. 🟢 bullish @khawatmiTradez ✓ (9,493 followers · 👍36 🔁3 💬7) > Hope you guys know this rally is just getting started. $QQQ ATHs next. $ARM, $AMD, $NVDA, $INTC Trump rejecting deal does not matter. 🤷

4. ⚪ neutral @LongGameEquity ✓ (8,518 followers · 👍20 🔁2 💬10) > $INTC and $AMD are both up 300% in a year. Which one would you rather own here? https://t.co/WWPSNRvEqa

5. ⚪ neutral @MikeLongTerm ✓ (27,570 followers · 👍41 🔁2 💬2) > $AMD shareholders this week https://t.co/NXp9Y3UNBy

6. 🗑️ spam @QualCompounders ✓ (5,551 followers · 👍21 🔁0 💬9) > I was buying: 🔹 $AMD at $100 it ran 🔹 $GOOGL under $200 it ran 🔹 $META under $600 it ran Now I am buying $AMZN $QCOM $CEG they are next to run. All you have to do it drop a follow and set notifications and you get all this alpha for free.

7. 🗑️ spam @BillBrooklyn10 ✓ (148,358 followers · 👍25 🔁2 💬4) > I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My September advice: $AMD (AMD) — Not now $ORCL (Oracle) — Don’t buy $META (Meta Platforms) — Don’t buy $INTC (Intel) — Buy at $110–$115 $TSLA (Tesla) — Buy at $358–$365 $SPCX (SpaceX) — Buy at $138–$14...

8. ⚪ neutral @933Athkar ✓ (8,948 followers · 👍12 🔁8 💬0) > Stocks expected to more than 3X their revenue in the next 5 years: Arm Holdings $ARM : +206% AMD $AMD : +236% Reddit $RDDT : +248% Broadcom $AVGO : +260% Rocketlab $RKLB : +266% Palantir $PLTR : +275% Oracle $ORCL : +297% Nebius $NBIS : +3683% ASTS Spacemobile $ASTS : +6222%...

9. 🟢 bullish @WheelieInvestor ✓ (33,235 followers · 👍13 🔁2 💬2) > Step 1: buy 1 million GPUs Step 2: multiply the number of GPUs by 40 and buy that many CPUs Step 3: profit How are you not bullish $INTC $AMD

10. ⚪ neutral @pequityresearch ✓ (55,344 followers · 👍15 🔁2 💬1) > "If you look at our pipeline today, for every GPU, we have a customer ready to sign. We have four customers ready to sign for every GPU. You can just think about that for a moment. We're saying no 75% of the time. That's today." 👀 $NBIS $NVDA $AMD $GOOGL $MSFT $META $AMZN

11. 🟢 bullish @QC_Capitals ✓ (6,181 followers · 👍15 🔁0 💬0) > $AMD at $600 is STILL a buy. Change my mind.

12. ⚪ neutral @YieldMaxETFs ✓ (61,440 followers · 👍12 🔁1 💬0) > High performance computing meets volatility-driven income. $AMDY, the YieldMax® AMD Option Income Strategy ETF seeks to generate income using an active income strategy on $AMD. Prospectus: https://t.co/gydGt4j9uk View standardized performance at https://t.co/CXWPNyMBSJ http...

13. 🟢 bullish @treasureh8nter ✓ (2,675 followers · 👍6 🔁0 💬2) > @CarsonTalkMoney I am a contrarian 😉 98% of my portfolio is in just $AMD and its returned me 55x in 9 years. It’s the only stock I hold. As my colleague and friend who was the head of equities trading at BoA Japan once told me. You only need one winner 😉

14. 🟢 bullish @BlueMoonTrades ✓ (30,116 followers · 👍7 🔁0 💬1) > $AMD just crossed $1T market cap, Meta's Muse AI agent has everyone convinced agentic AI needs a mountain of CPUs, and OpenAI is buying gigawatts of AMD gear somebody looked at all that and went crazy today https://t.co/01et1h2IPX

15. 🟢 bullish @Million_Sancet ✓ (7,235 followers · 👍5 🔁1 💬1) > To be honest, I haven't been keeping up with why chip companies like $INTC or $AMD keep rising nonstop They are showing really good returns considering how large their MC. https://t.co/owfbxcY0ou

16. 🗑️ spam @deezyn2810 ✓ (1,364 followers · 👍0 🔁0 💬3) > 👀 Advanced Micro Dog $AMD is on the Solana $SOL radar. Worth checking out if you’re watching crypto tokens and memecoins. CA=4ArNPRk8ATz6vVobaLgpvWxK2dQm6BeGi8TPDhCrfSPX https://t.co/jv0Q1pvsfn

17. ⚪ neutral @MarcosMillaYT ✓ (19,417 followers · 👍6 🔁1 💬0) > 8 Stocks at or near 52-Week Highs 1) AMD $AMD 2) Meta $META 3) Apple $AAPL 4) Arista Networks $ANET 5) CrowdStrike $CRWD 6) Palo Alto Networks $PANW 7) Sandisk $SNDK 8) Micron $MU

18. ⚪ neutral @RossGivens_ ✓ (4,018 followers · 👍5 🔁0 💬1) > AMD crossed $1 trillion after jumping 9.6% Monday. At that size, every 1% move changes about $10 billion in equity value. Price can outrun proof fast. The next leg needs earnings revisions, not a louder AI story. Watch estimates, margins and cash flow. $AMD #AIStocks

19. 🟢 bullish @BullMarketBoss ✓ (8,826 followers · 👍6 🔁0 💬0) > AI is bigger than one chip company. Nvidia $NVDA built the category. $AMD is expanding it. Broadcom $AVGO powers networking + custom silicon. $TSM manufactures many of the world’s most advanced chips. More compute demand means more winners across the AI stack. Own quality l...

20. 🟢 bullish @LongGameEquity ✓ (8,518 followers · 👍1 🔁0 💬1) > @DJ1P2 Haha yup! My entire investing strategy is buying out of companies like $META below and $AMD and waiting for the money to transfer from the impatient to the patient.