Generated: 2026-09-28 03:19
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 10 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 55% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 10%
1. 🟢 bullish @Kalshi_Finance ✓ (103,819 followers · 👍1026 🔁48 💬21)
> JUST IN: Billionaire investor Stanley Druckenmiller added: $AMZN: +495,800 shares $TSM: +94,400 shares $STM: +490,000 shares
2. ⚪ neutral @AnessHusseinAli ✓ (12,636 followers · 👍68 🔁15 💬2)
> Fibonacci Support Levels For Popular Growth Stocks 🚀 AI Hardware • $NVDA -- $202 • $TSM -- $404 • $ASML -- $1682 • $INTC -- $99 • $AMD -- $490 AI Security • $MSFT -- $415 • $CRWD -- $204 • $PANW -- $339 • $NET -- $277 • $RBRK -- $85 AI Applications • $PLTR -- $139 • $SNOW -...
3. ⚪ neutral @MartyChargin ✓ (51,698 followers · 👍47 🔁4 💬12)
> $TSM $INTC $NVDA $NTAP ... There are many hardware stocks setup in bases... I wonder what might trigger them to trade higher? .... not really... NetApp has the "Dolly Parton" pattern going for it...Love Dolly may she RIP🙏 https://t.co/MbP3rlsiQN
4. ⚪ neutral @Quality_stocksA ✓ (38,691 followers · 👍22 🔁5 💬14)
> 🏆 Which of these 5-stock portfolios would you rather own for the next 10 years? Portfolio 1⃣ - AI heavy 🇺🇸 NVidia $NVDA 🇳🇱 ASML $ASML 🇹🇼 TSMC $TSM 🇺🇸 Alphabet $GOOGL 🇺🇸 Snowflake $SNOW Portfolio 2⃣ - GARP 🇺🇸 Uber $UBER 🇳🇱 Adyen $ADYEN 🇺🇸 Booking $BKNG 🇺🇸 Applovin $APP...
5. 🟢 bullish @HedgeMind ✓ (76,055 followers · 👍47 🔁5 💬4)
> 🚀 Stanley Druckenmiller \| AI Infrastructure Bets Here’s 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. ⚪ neutral @FlippieFinance ✓ (7,205 followers · 👍53 🔁4 💬2)
> COATUE'S $48.6B PORTFOLIO IS A CHIP AND SPACE BET ‼️ Q2 2026 13F filed August 14 Here are the 8 largest positions 👇 1/8 TSMC $TSM 8.8% of the portfolio \| $4.3B https://t.co/sFOU5txWtV
7. 🟢 bullish @DudeWhoInvests ✓ (99,889 followers · 👍24 🔁3 💬4)
> 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...
8. ⚪ neutral @anni_sen ✓ (12,830 followers · 👍31 🔁0 💬3)
> $INTC's foundry chief says 14A will be comparable to $TSM's A14. I ran the numbers. I think Intel is sandbagging. Then SemiAnalysis cut open Panther Lake, and the teardown shows exactly why 18A clocks so high, and exactly where Intel still trails. Here's my full breakdown h...
9. 🟢 bullish @hitborg ✓ (7,980 followers · 👍11 🔁2 💬6)
> Druckenmiller’s firm added $AMZN , $TSM , and $STM in Q2. The 13F shows +495,800 AMZN, +94,400 TSM, and +490,000 STM. Amazon was rebuilt from a small stake. TSMC and STM are now top holdings. The filing is from June 30, not last week. 13Fs show where money sat. They do not...
10. ⚪ neutral @dizaq1 ✓ (622 followers · 👍13 🔁6 💬2)
> You've got the CPU's with $INTC but more importantly $INTC EMIB is one of if not the only alternative to CoWoS from $TSM. What a great company $INTC is.
11. ⚪ neutral @DyamondBre ✓ (5,682 followers · 👍7 🔁5 💬4)
> The market keeps writing off Intel Foundry, but the tighter leading-edge capacity gets, the harder it becomes to ignore. $TSM still dominates advanced nodes, while #AI demand continues to tighten 3nm, 2nm and advanced packaging capacity. The market is already pricing in the p...
12. 🟢 bullish @DudeWhoInvests ✓ (99,889 followers · 👍16 🔁0 💬3)
> I called out Taiwan Semi $TSM under $160 and have my cost basis in the $80s. Following me is literally free and subbing cost less than a cup of coffee. Make your coffee at home guys. 😂
13. 🟢 bullish @TheValueist ✓ (37,587 followers · 👍7 🔁3 💬1)
> $TSM (Bloomberg) -- TSMC is accelerating expansion of its 2nm capacity as major customers including Apple, Nvidia, AMD, Qualcomm and MediaTek have increased orders by 10%-20%, Taipei-based Economic Daily News reports, citing industry sources. •Monthly capacity for TSMC’s 2nm c...
14. 🟢 bullish @MikeLongTerm ✓ (27,608 followers · 👍9 🔁0 💬2)
> BREAKING $AMD\| $TSM have increased 10-20% expansion on 2nm family- Economic Daily News Larder orders or higher demand from @AMD and others on 2nm, in response, TSMC is accelerating expansion: year end 2026 monthly 2nm capacity is now expected around 120,000 wafers, versus...
15. ⚪ neutral @StockWorthyApp ✓ (7,381 followers · 👍11 🔁0 💬1)
> Top 10 $VWO holdings. Do you own any of these international stocks?🌍 $TSM Taiwan Semiconductor 🧠 (14.72%) $TCEHY Tencent Holdings 🎮 (2.90%) $BABA Alibaba 🛒 (2.19%) $2454.TW MediaTek 📶 (1.47%) $DLELY Delta Electronics ⚡ (0.90%) $CICHY China Construction Bank 🏦 (0.86%) $2317...
16. 🟢 bullish @DudeWhoInvests ✓ (99,889 followers · 👍2 🔁1 💬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...
17. ⚪ neutral @crypt_shprd ✓ (2,070 followers · 👍7 🔁0 💬1)
> Quick note on my charts for $AVGO, $TSM and $AMZN and the rest: If both arrows are equally thick, the asset is at a decision point and can move either way. If one arrow is thicker or more highlighted, that is the higher probability scenario. These scenarios are likely to pl...
18. 🟢 bullish @crypt_shprd ✓ (2,070 followers · 👍6 🔁0 💬1)
> 2/ $TSM Forward P/E: 19.8 Every leading AI chip gets built here. Still priced below the sector average. https://t.co/qLr7AqHzR0
19. ⚪ neutral @dizaq1 ✓ (622 followers · 👍5 🔁0 💬1)
> @Gaetano2026 $GFS is the only public actually US based foundry for Silicon photonics. I have heard tho they aren’t as good as $TSEM or like $TSM Coupe but this administration deadass won’t let them fail.
20. 🟢 bullish @CaktusJxck (2,948 followers · 👍5 🔁0 💬1)
> Apple, Nvidia, AMD and other major customers have reportedly increased their reservations for $TSM ’s 2nm-family capacity by 10%–20%. •Industry sources say monthly 2nm capacity could reach 120,000 wafers by the end of 2026, above the earlier estimate of 90,000–100,000. https:...
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.60) · ✅ high confidence (10 directional posts)
Distribution (20 posts): 🟢 8 bullish · ⚪ 9 neutral · 🔴 2 bearish · 🗑️ 1 spam filtered
Influencer share: 53% (accounts > 10K followers) · Retail share: 16% (< 2K) · Rocket emoji rate: 5%
1. 🟢 bullish @TedHZhang ✓ (70,206 followers · 👍70 🔁6 💬10)
> $SNDK $STX $MU stalking these three memory stocks and their bases. I love 3-6 month+ bases. https://t.co/Q5rijt8G4o
2. 🟢 bullish @Thomas_james_1 ✓ (67,911 followers · 👍53 🔁5 💬9)
> The entire Semiconductor $SMH index is on the verge of a HUGE breakout. Some of my favourite stocks in this sector are; $NBIS $MU $SNDK $AMD $INTC $MRVL $LITE $AAOI $BE BIG moves are coming over the next 30 days. https://t.co/KCUBYhmUZW
3. ⚪ neutral @Sam_Badawi ✓ (55,339 followers · 👍30 🔁5 💬6)
> President Trump just said he’ll make an announcement Monday at 2PM ET, with several major topics still awaiting clarity this week. Pair that with $MU earnings Wednesday, and you’ve got a big finish to the month. https://t.co/O9FFefmX4k
4. ⚪ neutral @MentoviaX ✓ (29,908 followers · 👍27 🔁3 💬5)
> THE Magnificent Five in chips are all led by Asian Americans..... actually, four of them have East Asian ancestries..... What does this tell from a parenting standpoint? Micron $MU - Sanjay Mehrotra Nvidia $NVDA - Jensen Huang Intel $INTC - Lip-Bu Tan AMD $AMD - Lisa Su Broad...
5. 🟢 bullish @TedHZhang ✓ (70,206 followers · 👍29 🔁3 💬3)
> The focus was on crypto 1.5 months ago, and it is still crypto now Genomics stocks are rocking $ARKG and Memory is starting to heal as well $SNDK $MU $STX
6. ⚪ neutral @pequityresearch ✓ (55,691 followers · 👍27 🔁0 💬3)
> Jefferies: Blended HBM per GB pricing expected to peak in Q2'27 at $26.1, and then slowly declining over the following quarters. $MU $DRAM $EWY $DISK
7. 🟢 bullish @MarcosMillaYT ✓ (19,610 followers · 👍8 🔁2 💬3)
> These Next 3 months as an investor should excite you... Ignore the bears. They're on the sidelines. Or maybe they bought shorts on Micron $MU like Michael Burry and got burned...
8. ⚪ neutral @PrimeTrading_ ✓ (31,984 followers · 👍6 🔁2 💬1)
> Liquid Leaders Scan sorted by RS Rank. $SNDK, $AXTI, $MU, $AMD, $ACVA, $MXL, $LITE, $DELL, $INTC, $KEYS, $AVT, $RNG, $TEAM, $HPE, $SMTC, $CRWD, $STX, $OKTA, $P, $DT By @TradersLab_ https://t.co/xeusIykL61
9. 🟢 bullish @Tickertalk1 ✓ (6,766 followers · 👍5 🔁0 💬2)
> $MU -$1082 We are now 3 trading days aways from the earnings report. Last quarter key numbers- Total Revenue- 41 Billion Net Income - 28 Billion Basis Earning Per Share-$25.03 Stay calm, stay patient, read between the lines, I believe $MU is going higher in the lon...
10. ⚪ neutral @MarcosMillaYT ✓ (19,610 followers · 👍8 🔁1 💬0)
> Donald Trump has Publicly Praised these 8 Stocks... 1) Dell $DELL 2) Micron $MU 3) Intel $INTC 4) Apple $AAPL 5) NVIDIA $NVDA 6) IBM $IBM 7) Google $GOOGL 8) Palantir $PLTR
11. 🔴 bearish @TheValueist ✓ (37,587 followers · 👍7 🔁1 💬0)
> $SKHY $MU $SNDK $005930 (Bloomberg) -- SK Hynix shares drop as much as 4.9% after reports of subsidiary Solidigm’s IPO plans trigger concerns over the rationale behind the move. •SK Square, the biggest shareholder of SK Hynix, declines as much as 7.1%; SK Inc., the biggest ho...
12. ⚪ neutral @WSM_97 (1,209 followers · 👍2 🔁0 💬2)
> @mmonis Depends on entry. My December 2025 core buy - DEFINITELY !!! My recent re-add @ 915. $MU I’m not sure. 😅 I’ll decide as the week unfolds. Would like to lock that profit.
13. 🟢 bullish @Tickertalk1 ✓ (6,766 followers · 👍5 🔁1 💬0)
> $MU - $1082 and still on sale.. Here is an example of the hedge funds and the big money with $MU. I always says follow the money big money which makes the stock price go up. I believe when the stock goes up $50-100 points in one day, the hedge funds are buying heavily. S...
14. 🔴 bearish @bnb5rzqgdn (3,632 followers · 👍1 🔁1 💬1)
> $MU is beginning to correct downward prior to earnings on Wed. 9/30 after close of market. https://t.co/2Uo8WZTMfy
15. 🗑️ spam @JuubCooks ✓ (1,452 followers · 👍4 🔁1 💬0)
> still no micron $MU giga runner I think Monkey Unicorn could be the one people love monkeys, people love stock pairs, people love micron. HpcYjdPteYUBHvofTMGofLqiJBmkUm5Wykp7VrVVq8gF https://t.co/hUt0ivBEh9
16. ⚪ neutral @dissectmarkets ✓ (9,680 followers · 👍3 🔁0 💬1)
> Micron earnings are this Wednesday Accenture earnings are Thursday These are the two most important earnings calls when it comes to AI $MU on memory demand $ACN on enterprise AI adoption and their AI approach (on prem vs rely on Frontier Labs) What are you watching? https...
17. 🟢 bullish @NexusCoOfficial ✓ (655 followers · 👍2 🔁0 💬1)
> $MU reports Q4 earnings on Wednesday, and I am extremely bullish heading into this print. Everything points to a massive beat and raise that should send the stock pumping. Wall Street is looking for $50B+ in revenue and over $31.52 in EPS with gross margins near 86% But lo...
18. ⚪ neutral @TrendStoic ✓ (1,785 followers · 👍2 🔁0 💬1)
> $MU reports this week. That's the memory name that can push the whole AI trade — $NVDA, $CBRS, the data center names. https://t.co/VFN9TIfEmm
19. ⚪ neutral @Wealthonomic ✓ (2,397 followers · 👍2 🔁0 💬1)
> @notanotherquant @Twills08 Cant wait for $MU to report 👀
20. 🟢 bullish @Million_Sancet ✓ (7,311 followers · 👍1 🔁0 💬1)
> @Jagar1496181 Is $MU a shitco? 90% margins and one of the largest companies in the world?
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.38) · ✅ high confidence (16 directional posts)
Distribution (20 posts): 🟢 11 bullish · ⚪ 3 neutral · 🔴 5 bearish · 🗑️ 1 spam filtered
Influencer share: 84% (accounts > 10K followers) · Retail share: 5% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @SRxTrades ✓ (140,562 followers · 👍324 🔁27 💬16)
> My plan for the week: Buy pullbacks on leading stocks at 8 EMA: $AMD $INTC $ARM $META $TEM $BE Buy breakouts on relative strength names that haven't moved yet: $GH $HNGE blockstack:native $SHOP $MRVL $SKHY $AXTI My focus is on the strongest groups, which are: Semi...
2. 🟢 bullish @ohiain ✓ (46,012 followers · 👍122 🔁6 💬9)
> My Q4 watchlist isn’t complicated: Liquid leaders + strong groups coming out of big bases. $STX, $SOXL, $AMD, $INTC, $ARM, $DELL, $BE, $SMTC, $SKHY, $SNDK, $MU, $PLTR, $ALAB & $NBIS. I’m not interested in chasing them vertically either. Let the leaders digest into the 9/21...
3. 🟢 bullish @YodaStockInvest ✓ (20,411 followers · 👍22 🔁0 💬34)
> What’s a stock you could put OVER HALF your portfolio in like I’m doing with $AMD? Takes a serious amount of balls to do that. Not for everyone, and without question risky.
4. 🔴 bearish @rdd147 ✓ (12,821 followers · 👍49 🔁11 💬3)
> Oh $AMD was just found to be dumping restricted chips into China for 20% of the retail price in America. Things are going great. I’m guessing we’ll be hearing word of Ai chips getting dumped for pennies on the dollar thanks to $NVDA Vera Rubin. https://t.co/2ZoYVUqP3h
5. 🔴 bearish @rdd147 ✓ (12,821 followers · 👍44 🔁10 💬2)
> Show me things that happen when an oversupply of chips happen? Time for Force Majeure You smuggle them into foreign adversaries at 20% of MSRP like $AMD did $NVDA $SNDK $MU $AVGO $SKHY $SOXX $DRAM
6. 🔴 bearish @rdd147 ✓ (12,821 followers · 👍40 🔁7 💬1)
> $AMD commits treason, sells banned chips to China for 80% off in dumping scheme https://t.co/9BCbOv6Bis
7. 🟢 bullish @Remzztrades ✓ (113,304 followers · 👍48 🔁2 💬0)
> $AMD Would you look at that... The trade plan and targets I laid out played out perfectly in just a few sessions. $585 → nearly $640. Next time $AMD gets through $640, I’ll be watching for $650, $668, and eventually $700. The CPU theme continues to be a major winner. http...
8. 🟢 bullish @MikeLongTerm ✓ (27,608 followers · 👍37 🔁1 💬3)
> $AMD EPS is expected/projected to grow 200-300% in the next 24 months! May be this is why it is at $630/share May be because @AMD is the biggest CPU/Agentic AI winner May be because AMD is TSMC #2 largest customer May be because AMD has the best CPU for Scaling Consumers Ag...
9. 🟢 bullish @ThetaWarrior ✓ (140,729 followers · 👍26 🔁4 💬3)
> $AMD Weekly explosive breakout from a huge base. New all time highs. ✅ https://t.co/F0Q4KBORtZ
10. 🟢 bullish @Sam_Badawi ✓ (55,339 followers · 👍18 🔁4 💬3)
> $AAPL, $NVDA, $AMD and other major customers have reportedly increased reservations for $TSM 2nm-family capacity by 10-20%. TSMC’s 2nm capacity is now reportedly targeting roughly 120,000 wafers per month by year-end 2026 as demand continues to accelerate. TSMC has already s...
11. 🟢 bullish @jamescal2026 ✓ (20,018 followers · 👍21 🔁3 💬1)
> Everyone is still chasing $NVDA. The last 1,200% was $AMD from $50. 6 years ago, $AMD was a hated $50 stock. Today it’s $631. Same company. Different multiple. The market always pays up after the trough, never before. Here are 3 names sitting in that exact window right now: ...
12. 🔴 bearish @ParrotCapital ✓ (28,492 followers · 👍13 🔁4 💬1)
> As long as deferred prosecution agreements are a thing (alongside a feckless SEC), the export restrictions being ignored by $AMD, $NVDA and others will continue. We don't have enough white collar criminals in prison and that's because there's no strong disincentive structure.
13. 🟢 bullish @Valckrie ✓ (13,350 followers · 👍15 🔁1 💬2)
> Last week, we flagged $QQQ as coiled and potentially ready to break out following FOMC This week, we got the breakout and a test of prior ATHs, followed by 3 days of consolidation so far Tech continues to lead, with $AMD and $INTC showing strength as Meta's Muse fuels the AI...
14. ⚪ neutral @CarsonTalkMoney ✓ (5,797 followers · 👍7 🔁0 💬4)
> It seems like we might be getting some opportunities to stack more shares next week! Carson Fund ⬇️0.57% $META ⬇️ 2.03% $AMD ⬇️ 1.1% $ASML ⬇️ 0.83% $SOFI ⬇️ 0.54% $AVGO ⬇️ 0.54% What's everyone planning to buy this week? https://t.co/o8yLk0fwQA
15. ⚪ neutral @rdd147 ✓ (12,821 followers · 👍13 🔁0 💬1)
> $AMD was the most leveraged stock in markets based on traded calls last week. As of Sept. 25, AMD had about 3.34 million options contracts outstanding and roughly 725,000 contracts traded that day. More strikingly, options premium volume was about $1.03 billion in one day, of...
16. 🟢 bullish @MikeLongTerm ✓ (27,608 followers · 👍9 🔁0 💬2)
> BREAKING $AMD\| $TSM have increased 10-20% expansion on 2nm family- Economic Daily News Larder orders or higher demand from @AMD and others on 2nm, in response, TSMC is accelerating expansion: year end 2026 monthly 2nm capacity is now expected around 120,000 wafers, versus...
17. 🔴 bearish @rdd147 ✓ (12,821 followers · 👍6 🔁2 💬0)
> Record leverage always comes with fraud. $AMD committing the worst fraud in US history after getting caught smuggling and selling banned chips to China for 80% off in dumping scheme. PE 160. All fraud. https://t.co/n4ocT01t6P
18. 🗑️ spam @TradingWarz ✓ (184,994 followers · 👍7 🔁0 💬1)
> This is my LIFE's Work🗝️: 1 Year & 1 Million I've made generational wealth for many for no charge on X $AMD at $77 ran to $630+ $AMZN at $165 ran to $277+ $SPY at $500 ran to $771+ $NVDA at $88 ran to $225+ TOP SECRET: I have 4 more multi bagger stocks I will post soon My s...
19. ⚪ neutral @QualCompounders ✓ (5,640 followers · 👍4 🔁0 💬2)
> Markets are lower overnight.🔴 If we get a correction I have some dry power from trimming $AMD. https://t.co/TzOR46I0zW
20. 🟢 bullish @ohmyadas ✓ (664 followers · 👍2 🔁1 💬1)
> Everyone is still chasing $NVDA. But the biggest winners usually appear before the crowd returns. $AMD rose 1,200% from $50 after years of being hated. Same company. Different multiple. Three names that may be in a similar early-recovery window: 1. $MU https://t.co/uUm9rh0xKB