Generated: 2026-09-27 03:22
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· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 9 neutral Β· π΄ 0 bearish Β· ποΈ 2 spam filtered
Influencer share: 28% (accounts > 10K followers) Β· Retail share: 22% (< 2K) Β· Rocket emoji rate: 6%
1. βͺ neutral @FemmyYohana β (7,184 followers Β· π49 π14 π¬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 , ...
2. βͺ neutral @QualCompounders β (5,571 followers Β· π22 π0 π¬9)
> Year To Date(YTD) performance across all 3 Robinhood Portfolios π Roth IRA (+40.05% YTD): π $TSM, $AMD $GOOGL $META $ADBE , $SOFI $NVDA $AMZN $NOW $CEG https://t.co/crSv8PksHY
3. π’ bullish @tradewithcong β (89,953 followers Β· π43 π1 π¬0)
> Following trends like this might actually work Four politicians started buying $TSM Taiwan Semiconductor at the beginning of this year: - Rick Allen - Cleo Fields - Gil Cisneros - Julia Letlow None of them have sold yet, and most have kept adding to their positions througho...
4. βͺ neutral @933Athkar β (9,012 followers Β· π22 π11 π¬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
5. π’ bullish @HedgeMind β (76,054 followers Β· π21 π4 π¬4)
> π Stanley Druckenmiller \| AI Infrastructure Bets Hereβs the full list of AI infrastructure stocks Druckenmiller currently likes to own and trade: $TSM $STM $AMZN $GOOGL blockstack:native $SNDK $AMD $LRCX $ARM $IREN Combined, these 10 positions account for more than 20% of D...
6. βͺ neutral @SemiconductorsX β (16,643 followers Β· π19 π1 π¬4)
> If TPU starts double in 2027, does that take CoWoS from NVIDIA racks or does Intel packaging actually add new slots? $INTC $TSM
7. ποΈ spam @Adex_002 (724 followers Β· π11 π4 π¬4)
> Weβre just hanging low and watching it unfold. $LOWHNG AI meme energy paired with the $TSM narrative on Robinhood Chain. No overcomplication. Just hang low. @LowHangersCoin https://t.co/wkT1mVNxFe
8. π’ bullish @Hydra_XT (4,457 followers Β· π20 π1 π¬0)
> $AMD - Strongest name in the mkt right now, A+ action. Leading the semi's $NVDA $TSM $ALAB $CRDO $ARM etc https://t.co/6arU8Z5XQ4
9. βͺ neutral @vivekrajan1380 β (2,250 followers Β· π9 π0 π¬3)
> π― WHAT IS CHASE COLEMAN BUYING? Tiger Globalβs latest 13F shows a $24B disclosed U.S. equity portfolio across 46 positions. Top holdings: $TSM β 9.7% $AMZN β 9.6% $NVDA β 9.3% $GOOGL β 8.7% $META β 6.6% $LRCX β 5.7% But hereβs the interesting part π Tiger trimmed several m...
10. π’ bullish @DudeWhoInvests β (99,861 followers Β· π9 π0 π¬2)
> In the past I have gotten some calls right and some calls wrong⦠Calls right: Google $GOOGL at $150 up 120% Meta $META at $530 up 35% Taiwan Semi $TSM at $85 up 330% Amazon $AMZN at $190 up 30% Robinhood $HOOD at $70 up 60% CoreWeave $CRWV at $70 up 25% Calls wrong: Nike $NK...
11. π’ bullish @BramVGenechten β (2,636 followers Β· π9 π1 π¬1)
> Taiwan Semiconductor did its highest Operating Margin in a Q. Ever. Again. $TSM https://t.co/MyPpRn1kfn
12. π’ bullish @KostCapital β (724 followers Β· π3 π0 π¬3)
> @Kalshi Absolutely pathetic. We need Taiwan. $TSM is the most valuable company to our tech dominance. All this cow towing to China is ridiculous.
13. βͺ neutral @RealSPXSniper β (4,639 followers Β· π2 π0 π¬2)
> @EmmaStockNotes What are the 3 key metrics that put $TSM at the top of the list right now?
14. π’ bullish @FlippieFinance β (7,087 followers Β· π1 π0 π¬1)
> 5/12 TSMC $TSM Makes the world's most advanced chips for Nvidia, Apple, AMD. Indispensable to AI. https://t.co/vOPZ8SPivu
15. ποΈ spam @OSulll β (1,810 followers Β· π1 π0 π¬1)
> $ON $TSM $UMC . 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 π@foarctwales He is an excellent stock analystβbelieve me. An outstanding stock analyst h...
16. π’ bullish @EmmaStockNotes β (1,868 followers Β· π1 π0 π¬1)
> I just realised I didnβt quite answer your exact question earlier. The three strongest individual metrics are ROA, profit margin and CFO margin. ROA, for example, is better than almost 90% of the market. What puts $TSM right at the top overall is how strongly it scores across...
17. π’ bullish @Wealthonomic β (2,389 followers Β· π1 π0 π¬1)
> @BullMarketBoss Bullish on the AI players π¦Ύ $NVDA $AMD $TSM $AVGO
18. βͺ neutral @ericgeurden (765 followers Β· π1 π0 π¬1)
> 20 US stocks, Buffett-style: moats, pricing power, low debt π§ $TSM $GOOGL $MSFT $V $MA $LLY $NVDA $AVGO $ADI $ASML $VRTX $AMZN $EXEL $GRMN $CB $TRV $KNSL $JPM $CBOE $PGR Not advice. #Buffett https://t.co/Kl0QYIr4CZ
19. βͺ neutral @timoassi β (13,293 followers Β· π0 π0 π¬1)
> 5/5 TSMC $TSM Richard Allen (R) \| BOUGHT $1K to $15K https://t.co/FjtRkFWkzR
20. βͺ neutral @EthGoldi β (1,497 followers Β· π0 π0 π¬1)
> @EmmanuelInvest The $MU line is the tell: 6.7% to 52.9% is not a demand forecast, it is DRAM pricing power. When memory is expected to grow 8x faster than the foundry ($TSM 19% to 25.5%), the bottleneck has a name.
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 4 neutral Β· π΄ 0 bearish Β· ποΈ 8 spam filtered
Influencer share: 42% (accounts > 10K followers) Β· Retail share: 17% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @StockMKTNewz β (1,145,359 followers Β· π257 π12 π¬26)
> Micron $MU is currently the best performing stock in the Nasdaq 100 over the last 5 years π’π’π’π’π’ https://t.co/M0MvPcQfO5
2. βͺ neutral @TradexWhisperer β (144,048 followers Β· π68 π7 π¬9)
> $MU $SKHY $DRAM Even IF this 10 year LTA gets signed, I fully expect the market to keep calling memory "cYcLiCaL." Beliefs aren't forward-looking analysis. They're religion.
3. βͺ neutral @msxcom (9,032 followers Β· π4 π0 π¬20)
> GM π€οΈ Rate pressure didn't budge. Nasdaq still closed the week up more than 2%. Next week stacks up late: Wed β August PCE Wed after the close β $MU earnings Fri β September jobs report Investors want it cooked three ways: earnings hot, inflation cold, jobs just warm enough...
4. π’ bullish @TehLamboX β (45,889 followers Β· π31 π2 π¬3)
> π¨ $MU weekly candle closed as the range breakout! The next phase of ascension comes above 1100-1110 block after breaking PWH. Very descisive week going into the earnings. https://t.co/iJMYglOrcM
5. ποΈ spam @FemmyYohana β (7,184 followers Β· π23 π10 π¬0)
> Iβll say it once: these are the 8 stocks worth holding in 2026. $FIG ~ Figma (Buy at $19) $RKLB ~ Rocket Lab (Buy at $73) $MU ~ Micron Technology (Buy at $980) $AMD ~ Advanced Micro Devices (Buy at $630) $AVGO ~ Broadcom (Buy at $350) $MRVL ~ Marvell Technology (Buy at $260) $...
6. π’ bullish @danielnewmanUV β (78,263 followers Β· π23 π1 π¬1)
> For those complaining about $MUβ¦ A good reminder that it is THE BEST PERFORMING STOCK IN THE NASDAQ 100 over the last 5 years. π€
7. π’ bullish @MentoviaX β (29,841 followers Β· π12 π1 π¬4)
> Here are S&P 500 stocks with three-year total returns above 1000%: 1. Bloom Energy $BE 2002% 2. Lumentum $LITE 1947% 3. Micron $MU 1496% 4. Seagate $STX 1410% 5. Western Digital $WD 1261% 6. Palantir $PLTR ...
8. π’ bullish @itsjcmerlo β (7,558 followers Β· π12 π1 π¬2)
> Someone make a $JCMERLO coin or β¦ brilliant idea $SNDK coin π fully tied towards the $MU earnings This is going to 2k+ and will MOOVE Iβm so close to being liquidated at 1710 so hopefully we can rip it
9. ποΈ spam @FemmyYohana β (7,184 followers Β· π6 π3 π¬1)
> The Most Profitable AI Semiconductor Stocks Operating margin breakdown: Best-in-class (50%+) $MU , $NVDA , $SNDK , $SKHY , $TSM Elite (40β49%) $ANET , $AVGO , $KLAC Strong (20β39%) $ASML , $LRCX , $WDC , $CRDO , $AMAT , $ALAB Solid (Below 20%) $ARM , $LITE , $MRVL , $AMD ,...
10. π’ bullish @Tickertalk1 β (6,739 followers Β· π9 π1 π¬1)
> $MU $1,082.28 +1.75 RBC Capital believes that strategic customer agreements could be the reason $MU goes to $1,500 price target. Also, with a P/E of 6.5 helps a lot. I agree 100%. Always have more income than expenses. Believe and have faith in your stock picks. We are t...
11. βͺ neutral @StockMCatalysts β (7,023 followers Β· π3 π1 π¬1)
> Upcoming catalysts on $MU HUGE one for the whole ai market this week.. π£ https://t.co/of6ux665BA
12. π’ bullish @KingofSwingsIII β (1,077 followers Β· π2 π2 π¬0)
> Honestly, setups like this don't come around often, a clean breakout right out of a long base More charts coming soon...$SPCX $MRNA $MU $SNDK stay tuned... https://t.co/kRdN106DN6
13. π’ bullish @BertrandPirel β (2,420 followers Β· π2 π0 π¬1)
> $MU Wells Fargo upgrade to $1,400 https://t.co/1Q94ARMY1m
14. ποΈ spam @JPEGNomadsNFT β (1,030 followers Β· π1 π1 π¬0)
> Attention $MU Family! YOUR vote matters! Less than 100 votes are needed to list $MU on the Robinhood Top 100 Leaderboard. - Listing ID: 6775 Every vote counts - Robinhood would be huge for community growth β© https://t.co/LlPtvjaO67
15. ποΈ spam @gargl0wsETH β (4,009 followers Β· π1 π1 π¬0)
> New Listing Around the Corner...Β $MU π The Community Vote Dashboard for $MU is Now Live for Holders on our Moonshot V2 Launchpad. - Listing ID: 3592 Cast your Vote & Support $MU Now β© https://t.co/iy95Hk0vvQ
16. ποΈ spam @ChillyPenguinsX β (2,689 followers Β· π1 π1 π¬0)
> Attention $MU Family! YOUR vote matters! Less than 100 votes are needed to list $MU on the Robinhood Top 100 Leaderboard. - Listing ID: 4822 Every vote counts - Robinhood would be huge for community growth β https://t.co/2770Qbc4Fv
17. ποΈ spam @HolyDumpkinETH β (550 followers Β· π1 π1 π¬0)
> Attention $MU Family! YOUR vote matters! Less than 100 votes are needed to list $MU on the Robinhood Top 100 Leaderboard. - Listing ID: 1169 Every vote counts - Robinhood would be huge for community growth β© https://t.co/ycXCNOCP6V
18. ποΈ spam @jellyserETH β (614 followers Β· π1 π1 π¬0)
> Attention $MU Family! YOUR vote matters! Less than 100 votes are needed to list $MU on the Robinhood Top 100 Leaderboard. - Listing ID: 9065 Every vote counts - Robinhood would be huge for community growth β©οΈ https://t.co/2ZUzLdzleR
19. βͺ neutral @JRConviction β (649 followers Β· π3 π0 π¬0)
> @QC_Capitals Rally into earnings. Crush the numbers. Sell off anyway. Recover two days later. The $MU experience.
20. ποΈ spam @vrdntshdsETH β (646 followers Β· π1 π1 π¬0)
> Attention $MU Family! YOUR vote matters! Less than 100 votes are needed to list $MU on the Robinhood Top 100 Leaderboard. - Listing ID: 4569 Every vote counts - Robinhood would be huge for community growth β©οΈ https://t.co/Mqkf6esVWf
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 8 neutral Β· π΄ 0 bearish Β· ποΈ 3 spam filtered
Influencer share: 53% (accounts > 10K followers) Β· Retail share: 24% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @Speculator_io β (139,514 followers Β· π120 π18 π¬11)
> Meta's Muse is the fastest growing AI app. It just launched and already struggling to keep up with demand. Every Muse user gets a free computer in the cloud. It runs on: - 2 vCPUs: $AMD - 8GB of RAM: $MU $SKHY - 100GB of SSD: $SNDK We still need much more compute. https:/...
2. βͺ neutral @FindleysFinance β (5,280 followers Β· π27 π2 π¬26)
> Two of the best chip designers in the world (Other than $NVDA) Which stock would you rather buy right now? $AMD vs $AVGO https://t.co/b5lDWzukyD
3. ποΈ spam @TrendSpider (715,139 followers Β· π30 π0 π¬11)
> Let AI take the wheel. π€― One prompt. A full $AMD day trading strategy, built and tested by Sidekick. Join the waitlist π https://t.co/ueB4foKjka https://t.co/c8f5GCLNKO
4. ποΈ spam @933Athkar β (9,012 followers Β· π20 π10 π¬0)
> A week ago, I gave you: $NVDA from $211 to $225 (+6.64%) $AMD from $486 to $630 (+29.63%) $INTC from $95 to $123 (+29.47%) $NBIS from $206 to $237 (+15.05%) $VICR β $197.91 to $281.96 (+42.5%) $TWST β $127.22 to $182.83 (+43.7%) $MRVL from $215 to $261 (+21.40%) $MU from $906...
5. π’ bullish @933Athkar β (9,012 followers Β· π19 π10 π¬0)
> Best Stocks To Buy Per Sector (LONG-TERM, my opinion) -AI: $AMD , $NBIS , $IREN , $META -Fintech: $SOFI , $NU -Space stuff: $ASTS , $RKLB -Consumer: $ELF , $CELH -Healthcare: $HIMS , $OSCR , $NVO -Defense: $PNG.V (Kraken Robotics), $ONDS
6. βͺ neutral @MentoviaX β (29,841 followers Β· π28 π1 π¬0)
> $AMD has published the full SKU list for its 6th Gen EPYC 9006 'Venice' CPUs β 31 parts with volume pricing, from an 8-core EPYC 9016 at $700 to the 256-core EPYC 9996 at $14,904. SP7 systems are slated for Q4 2026, SP8 enterprise parts H1 2027, and GIGABYTE has already posted...
7. π’ bullish @MikeLongTerm β (27,590 followers Β· π13 π0 π¬2)
> $AMD $META long term shareholders are going to enjoy this at billions of users π More EPYC Venice & Verano for $AMD More Revenue growth for @Meta @Muse I wouldnt be surprised to see @Muse at 1 billion users by end of 2028. Betting against Dr. @LisaSu and @finkd is a very ...
8. π’ bullish @MikeLongTerm β (27,590 followers Β· π3 π0 π¬2)
> @StockSusan1 @Meta @Muse @LisaSu @finkd Consumers Agentic and Enterprise Agentic. AI labs, Hyperscalers and Enterprises must buy from $AMD to truly scale to 100s-1000s of Agents and train them w/ RL.
9. ποΈ spam @bz4Christ β (1,342 followers Β· π0 π3 π¬1)
> π£ Hereβs Advanced Micro Dog $AMD on Solana $SOL. Check the crypto airdrop and take a look at this crypto token. CA=4ArNPRk8ATz6vVobaLgpvWxK2dQm6BeGi8TPDhCrfSPX https://t.co/Dg8tsMY9xr
10. π’ bullish @RocketTerminal β (1,449 followers Β· π2 π0 π¬2)
> AGENTIC AI COULD CREATE A BIGGER CPU BOOM THAN MANY EXPECT. BofA sees server CPU sales reaching $211B by 2030, as AI agents drive more workloads across data centers. The bank says $AMD could be a major beneficiary and raised its price target to $720. Meanwhile, $NVDA remain...
11. βͺ neutral @hadabear β (553 followers Β· π2 π0 π¬2)
> Trading account update for the week ending 9/25 It was a very volatile week for stocks and options in my portfolio. The week started good with the account up nicely on Monday with the exception of my $AMD call credit spread which was obliterated by the 62 point rise in the sto...
12. βͺ neutral @LeifInvests β (17,599 followers Β· π1 π0 π¬2)
> The consensus Wall Street estimate for $AMD is ~$15.50β$16 EPS for 2027, putting it at ~40x 2027 earnings. Since $AMD is currently in Q3 2026, its ~56β57x NTM P/E isnβt outdated, it simply reflects the next 12 months rather than full-year 2027. If we compare 2027 valuations:...
13. π’ bullish @sridhar_kondoji (645 followers Β· π1 π0 π¬2)
> @MarsSTRonaut This is nothing but an artificial moat they are trying to build since they can't innovate on GPUs anymore. Their CPUs are no match to x86 $amd CPUs. All they are doing is buying up capacities and customers.
14. π’ bullish @Zagy998 β (3,744 followers Β· π4 π0 π¬1)
> @blknoiz06 Best trade ever @blknoiz06 WOW $AMD
15. π’ bullish @Zagy998 β (3,744 followers Β· π5 π1 π¬0)
> Now 640$ and its going $AMD @blknoiz06 knew it the dog takes a gigabyte of AMD and sends it straight to your wallet https://t.co/kSKXLngDZp
16. π’ bullish @MikeLongTerm β (27,590 followers Β· π3 π0 π¬1)
> $META @Muse sorcery is $AMD EPYC Turin. Next Gen Flagship EPYC Venice is shipping https://t.co/1RhmyhDGbH
17. βͺ neutral @MikeLongTerm β (27,590 followers Β· π2 π0 π¬1)
> Highly recommended for $META $AMD shareholders! https://t.co/6KDXFkxLIS
18. βͺ neutral @MikeLongTerm β (27,590 followers Β· π2 π0 π¬1)
> @QualCompounders FY2027 EPS growth on $AMD is too low. Dont comp with $ARM , it is a tiny float trading at crazy valuation.
19. βͺ neutral @BrianSky β (1,002 followers Β· π2 π0 π¬1)
> $AMD hit $1 trillion market cap and Qualcomm is the next name that comes to mind when you think about βwhose nextβ But Iβd rather bet on $AOSL. Sub 1 billion market cap, decades of strong reputation, patents out the wazoo. Upside is a legit 1000x if it becomes a $1tn company....
20. βͺ neutral @LeifInvests β (17,599 followers Β· π2 π0 π¬1)
> @FlackFBA If $AMD can sustain these elevated levels/valuation.