Generated: 2026-09-29 03:57
Top 20 most-engaged X.com posts per ticker, classified bullish/bearish/neutral/spam. Filtered: English only · 500+ followers · spam heuristic.
Sentiment: 🟢🟢🟢⚪⚪ Lean bullish (score +0.25) · 🟡 medium confidence (8 directional posts)
Distribution (20 posts): 🟢 5 bullish · ⚪ 10 neutral · 🔴 3 bearish · 🗑️ 2 spam filtered
Influencer share: 50% (accounts > 10K followers) · Retail share: 17% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @StockSavvyShay ✓ (453,765 followers · 👍238 🔁11 💬23)
> $MU at ~6x earnings tells you market is still pricing 2026 like peak AI memory and treating Micron like the old cycle despite SCAs and customers asking for more supply than Micron can deliver. That gets harder to justify with HBM shipping across $NVDA, $AMD and custom acceler...
2. 🗑️ spam @HolySmokas ✓ (135,917 followers · 👍148 🔁2 💬16)
> We have to make a BIG move NOW‼️ "Buy as much as you can!!!" $AMD $CELH $CAKE $META https://t.co/5aq5sWvC7Q
3. ⚪ neutral @LongGameEquity ✓ (8,831 followers · 👍8 🔁0 💬9)
> When do you think the chip cycle peaks? $MU $AMD $SNDK $NVDA $AVGO $INTC 2027? 2028? 2029? 2030? 🏔️ https://t.co/8vBQ0gKyaX
4. ⚪ neutral @StockChaser_ ✓ (36,021 followers · 👍12 🔁1 💬4)
> $AMD announced today the acquisition of Fei-Fei Li’s World Labs This is a $8.2B in an all-stock deal What is AMD getting? • A leading team building AI “world models” • Technology that generates and simulates 3D environments • Potential applications in robotics and physical A...
5. ⚪ neutral @MikeLongTerm ✓ (27,620 followers · 👍14 🔁1 💬2)
> BREAKING $AMD \| Cramer talked @AMD 1 Trillion history 🆕🚨🚨🚨 I'm glad my AMD didnt get declared to go to $0 like my other long term 😆 https://t.co/yfUvF1H18N
6. 🟢 bullish @MentoviaX ✓ (29,957 followers · 👍16 🔁1 💬1)
> $AMD semiconductor race has forever changed with this picture and these two distinguished women leaders now shoulder by shoulder. AMD now officially in OFFENSE after playing defense and catch-up for over a decade... this will define the future of AI-driven Robotics...
7. 🔴 bearish @ThiccTeddy ✓ (116,938 followers · 👍17 🔁0 💬0)
> I've been holding $AMD since below $100. I've always advocated for investing in $AMD over $NVDA I'm starting to think it's time to pivot to $NVDA I'm working on a YouTube video to explain why https://t.co/IB9oaJ78r1
8. ⚪ neutral @Sam67024298780 (1,130 followers · 👍8 🔁0 💬2)
> $AMD I don't quite get it. https://t.co/JiRIKFWZxL
9. ⚪ neutral @vstocks7 ✓ (2,569 followers · 👍11 🔁0 💬1)
> 9/28/2026 Watchlist Video $AMD $DELL $HPE $INTC $META $MSFT $PANW $PLTR $RBRK $RNG $SKHY $SNDK $SOXL $STX
10. ⚪ neutral @rubicon59 ✓ (24,131 followers · 👍9 🔁0 💬1)
> Almost certaily Instinct compute damand is ovwrwhelmingly $NVDA GPUs and a mixture of $AMD, $INTC and Nvidia CPUs.
11. ⚪ neutral @batwood011 ✓ (7,772 followers · 👍7 🔁0 💬1)
> Consider that $AMD acquired @taalas_inc a few months ago and is now acquiring @theworldlabs. Combined, you have much of the groundwork for The Matrix.
12. ⚪ neutral @sv_techie (5,329 followers · 👍2 🔁0 💬2)
> Wow $AMD buys world labs for $8.2b — all stock deal. Not exactly sure what they were even creating but i am sure some AI😂
13. 🟢 bullish @OptionKing33996 ✓ (9,943 followers · 👍5 🔁0 💬0)
> $AMD is looking to bounce off the EMA 9 near the 600 level. 🐂 Bullish above 610 — can test 620, 630, and 640. Watch the 600–610 zone closely. 📈🔥 https://t.co/FOOsZbT0lR
14. 🔴 bearish @StockStormX ✓ (4,982 followers · 👍2 🔁0 💬1)
> $AMD is buying Fei-Fei Li's World Labs for $8.2B in stock She becomes chief scientist. Second-biggest deal in AMD history, and the stock fell 3.6% anyway
15. 🟢 bullish @MarcosMillaYT ✓ (19,700 followers · 👍1 🔁0 💬1)
> AMD $AMD acquiring Fei-Fei Li's World Labs for $8.2 Billion is BULLISH... AMD is still a... STRONG BUY
16. ⚪ neutral @ReadFuturist (1,654 followers · 👍2 🔁1 💬0)
> AMD's acquisition of World Labs show you how desperate AI startup M&A is going to get in the months and years ahead. World Labs didn't really make much money, likely less than $50 million ARR. But $AMD's stock has spiked so much in the last 18 months. Very concentrated...
17. 🗑️ spam @violetnoirNFT ✓ (927 followers · 👍1 🔁1 💬0)
> Attention $AMD Family! YOUR vote matters! Less than 100 votes are needed to list $AMD on the Robinhood Top 100 Leaderboard. - Listing ID: 7890 Every vote counts - Robinhood would be huge for community growth ⇩ https://t.co/HcIW2SjjLl
18. 🔴 bearish @bbx_official ✓ (31,356 followers · 👍0 🔁0 💬1)
> 2/3 — Stocks + Earnings AI/semis: Nvidia ($NVDA) +1.7% after adding $150B to its repurchase authorization—not completed purchases. AMD ($AMD) -3.6% and Micron ($MU) -2.6%; the SOX lost 1.6%. That is a narrow leader, not a sector-wide bid. After the bell, AMD announced an app...
19. ⚪ neutral @nishant568 ✓ (573 followers · 👍0 🔁0 💬1)
> 1/5 AMD is buying Fei-Fei Li's World Labs, a spatial-intelligence lab, for $8.2B all-stock. Li joins AMD as chief scientist and EVP, reporting to Lisa Su. The bet: next-gen AI runs on 3D world models and robot simulation — and AMD wants to own the silicon underneath. $AMD @AMD
20. 🟢 bullish @StonkValue ✓ (30,710 followers · 👍0 🔁0 💬1)
> 4. $AMD \| AI compute and data center semiconductor leader now challenging $NVDA. Anthropic agreed to deploy up to 2 GW of MI450 GPUs, with the first gigawatt beginning in 2027. https://t.co/IdCLGKhoSr
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 5 neutral · 🔴 0 bearish · 🗑️ 3 spam filtered
Influencer share: 41% (accounts > 10K followers) · Retail share: 18% (< 2K) · Rocket emoji rate: 0%
1. 🗑️ spam @NathanCrossNC ✓ (5,462 followers · 👍34 🔁22 💬0)
> If your net worth is under $1 million, this post is crucial. 1. $NVDA $230 now. $276 stock. Rubin ramp still sold into hyperscale demand. 2. $AMD $608 now. $730 stock. Data-center GPUs keep taking share from one vendor. 3. $TSM $454 now. $545 stock. CoWoS and N3 stay so...
2. 🟢 bullish @WealthCoachMak ✓ (48,760 followers · 👍24 🔁1 💬6)
> Bought long term shares: $AMD $TSM $MRVL https://t.co/qpvMXi2Yux
3. ⚪ neutral @DekmarTrades ✓ (121,712 followers · 👍13 🔁6 💬6)
> The AI Ecosystem. Everything You Need to Know! AI Hardware • $NVDA — Designs the GPUs that power most large-scale AI training and inference. • $TSM — The world’s leading contract chipmaker, fabricating advanced processors for Nvidia and others. • $ASML — Makes the extreme-ult...
4. 🟢 bullish @OptionsHawk ✓ (119,084 followers · 👍19 🔁0 💬4)
> $TSM 6000 April $420 short put sopening here 29.55 to 29, massive size and jumps to highs , tight daily bull flag pattern https://t.co/Nph3xrZbwc
5. 🟢 bullish @Jeremy_Lefcn7l ✓ (8,119 followers · 👍22 🔁4 💬0)
> 1. $AMD – Strong rise in AI inference, continuously gaining market share 2. $AVGO (Broadcom) – Dual drivers of AI custom chips + networking equipment, high earnings elasticity 3. $TSM (TSMC) – Absolute leader in advanced process nodes, NVIDIA’s most critical foundry part...
6. ⚪ neutral @FindleysFinance ✓ (5,308 followers · 👍14 🔁0 💬5)
> Stanley Druckenmiller is one of the greatest investors alive. Here's 5 stocks he bought in Q2 2026. 1. $TSM \| Taiwan Semiconductor Manufacturing https://t.co/vAUasPX7k1
7. 🟢 bullish @PhotonCap ✓ (64,846 followers · 👍13 🔁0 💬5)
> - $TSM targets 120,000 wafers per month of 2nm production by end of 2026, signaling aggressive capacity expansion in advanced nodes - Significant ramp-up from current levels indicates strong customer demand and $TSM's commitment to maintain process leadership > $TSM's announc...
8. 🟢 bullish @BramVGenechten ✓ (2,640 followers · 👍23 🔁1 💬0)
> Despite +50% ytd, TSMC is not expensive here. $TSM https://t.co/4xMqXagvmy
9. 🟢 bullish @DudeWhoInvests ✓ (99,932 followers · 👍9 🔁0 💬2)
> 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 $NKE at $70 down 50% UnitedHealth $UNH at $500 down 20% (Percentages...
10. ⚪ neutral @Udoh_Graceee ✓ (7,568 followers · 👍5 🔁0 💬3)
> October is packed with market catalysts. $TSLA starts the month with its next-generation Roadster unveiling, while the U.S. September jobs report arrives on October 2. Then comes CPI on October 14, followed by earnings season with major banks and $TSM in focus. For AI and s...
11. 🟢 bullish @KeithTradeSmith ✓ (5,159 followers · 👍5 🔁3 💬0)
> 15 stocks just entered the short-term green zone $TSM $META $AMD $INTC $QCOM $TD $HCA $MU $MRVL $APH $ITUB $WST $UMC $BBD $ASX Semiconductors dominate the short-term green list. Bookmark this for your watchlist.
12. 🗑️ spam @MAVEGAO ✓ (1,213 followers · 👍5 🔁0 💬2)
> Top 20 AI Stocks for October: 1.NVIDIA $NVDA The world’s biggest “shovel seller” in AI. With four growth engines across GPUs, AI factories, robotics, and autonomous driving, NVIDIA remains a key barometer for the entire AI industry. 2.TSMC $TSM The global leader in AI chip m...
13. 🟢 bullish @amess4jxde ✓ (784 followers · 👍4 🔁3 💬0)
> 1. $AMD — Growing AI inference demand and market-share gains 2. $SMCI — AI server systems provider with strong order visibility 3. $TSM — Advanced-node leader and NVIDIA’s key foundry partner 4. $MU — Direct beneficiary of strong HBM demand 5. $MSFT — Cloud and AI growth e...
14. ⚪ neutral @JersaceX ✓ (6,106 followers · 👍7 🔁0 💬1)
> Today's Flow Pulse from @VoluxAI_ $MU $TSM $INTC $AMD https://t.co/fQPbzjh5Si
15. 🟢 bullish @glocalinvestor ✓ (5,386 followers · 👍5 🔁2 💬0)
> UBS: TSMC keeps running the capex train WFE and Testing names are going to be flooded with orders if not already. $TSM is one of many names that has shown zero signs if investment slowdown What’s your pick!? $AMAT $ASX $ASML $KLAC $LRCX https://t.co/QMzEOAyiOz
16. 🟢 bullish @StockMarketMcro (14,311 followers · 👍2 🔁0 💬2)
> $TSM LT WOW this can't be down https://t.co/4hwPzqUVQ8
17. 🟢 bullish @RussFaigen ✓ (1,922 followers · 👍2 🔁0 💬2)
> Here's today's top 5 companies ranked by Market Cap GAIN: 5. ICBC +$8.63B (+2.53%) 4. ASML $ASML +$10.58B (+1.58%) 3. TSMC $TSM +$11.68B (+0.50%) 2. Palo Alto Networks $PANW +$14.19B (+4.63%) 1. NVIDIA $NVDA +$91.30B (+1.68%) https://t.co/Z4zu7ADZO9
18. ⚪ neutral @marketsnackapp ✓ (1,320 followers · 👍5 🔁0 💬1)
> $17.5M on $TSM Apr 16 '27 420P today. 👀 99.6% hit the Bid. Sellers again. We're getting used to seeing this name attract put sellers. Same 420 strike we saw sold in January, now pushed out to April. Intelligence. Made Visible. $NVDA $AVGO $ASML $AMD $SPY https://t.co/RTtW...
19. 🟢 bullish @StockTraderHub ✓ (54,617 followers · 👍7 🔁0 💬0)
> $TSM definitely one of the interesting setups on watch, daily time frame seeing a breakout above it's .786 fib level showing BULLS in full control, new all time highs retest very likely in coming days if semis move higher. Support: $443/$435 https://t.co/guFSYVoiBv
20. 🗑️ spam @Hzubair936 (692 followers · 👍1 🔁1 💬1)
> 🔥I just handed $10,000 of my own money to an AI and told it one thing: Beat the market long-term — without creating a massive tax bill. Here’s the portfolio it built: $AMZN → $1,176.56 $TSM → $1,176.58 $MSFT → $1,176.54 $LLY → $981.36 $NVDA → $1,470.88
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +0.33) · 🟡 medium confidence (6 directional posts)
Distribution (20 posts): 🟢 4 bullish · ⚪ 7 neutral · 🔴 2 bearish · 🗑️ 7 spam filtered
Influencer share: 38% (accounts > 10K followers) · Retail share: 38% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @enrichtrades ✓ (36,346 followers · 👍54 🔁6 💬12)
> $SMCI Healthy pullback this morning - 9EMA retest - Bulls stepped in early - Major pivot held Relative strength is very obvious Love this structure into the rest of this week Above $44, we have room to $50+ https://t.co/M21T3qZ42r
2. ⚪ neutral @Sam_Badawi ✓ (55,370 followers · 👍47 🔁3 💬14)
> $SMCI is teaming with $NVDA to support its new Open Agent Safety Platform, bringing hardware-backed security and infrastructure-level controls to autonomous AI agents. SuperMicro is planning to let enterprises run long-duration agents with tighter governance across the full s...
3. ⚪ neutral @Spybef0rey0ubuy ✓ (6,697 followers · 👍7 🔁0 💬13)
> $AAOI, $SNDK or $SMCI? Which AI hardware play deserves more attention?
4. 🗑️ spam @IamSinovuyo ✓ (4,926 followers · 👍26 🔁3 💬1)
> Same: 1 year ago $MU $165 → +545% → $1,064 🚀 🚨Now Same setup. Same logic. These 6 stocks are still trading at “early $MU” prices: 1. $SMCI https://t.co/9NKVm4AC7d
5. 🔴 bearish @KimptonAI (1,038 followers · 👍7 🔁4 💬4)
> Three models put nearly their whole account in one AI hardware stock: MiniMax M3 ($AMD), Gemini 3.1 Pro ($SMCI), DeepSeek V4 Pro ($HPE). Today: −5.1%, −4.1%, −2.9%. Every GPT model is diversified and near flat. https://t.co/esph3Kc0U8
6. 🗑️ spam @ohmyadas ✓ (665 followers · 👍7 🔁6 💬2)
> One year ago: $MU — $165 → $1,064 Gain: +545% 🚨Now Same setup, same logic. These 8 stocks are currently trading just like $MU was in its "early stages": $SMCI https://t.co/jf0zKPXUT4
7. 🗑️ spam @Jerry_Romine_ ✓ (5,653 followers · 👍16 🔁2 💬1)
> 1 year ago $MU $165 → +545% → $1,064🚀 🚨Now Same setup. Same logic. 8 stocks still trading at “early $MU” prices: $SMCI https://t.co/T6tvWuk4R6
8. ⚪ neutral @DayTradersGroup (24,551 followers · 👍14 🔁0 💬0)
> +272% in gains today (cumulative trading $SPY and $SMCI #timestampedbytwitter (so far) https://t.co/aLJIFp0eSt
9. ⚪ neutral @OracleNYSE ✓ (31,101 followers · 👍6 🔁0 💬2)
> $SMCI $NVDA SUPERMICRO: TEAMING WITH NVIDIA $NVDA TO BRING HARDWARE-BACKED SECURITY TO AUTONOMOUS AI AGENTS
10. 🗑️ spam @IamSinovuyo ✓ (4,926 followers · 👍7 🔁2 💬0)
> 1. $SMCI $42 → AI server systems → PT $90 2. $CIFR $8.50 → AI compute & power → PT $20 3. $IONQ $45 → Quantum computing → PT $95 4. $RMBS $105 → AI memory IP → PT $180 5. $CRDO $193 → High-speed interconnect → PT $340 6. $ARM $333 → AI chip architecture → PT $48...
11. 🟢 bullish @RedPandaTrades ✓ (3,195 followers · 👍5 🔁0 💬2)
> What if $SMCI’s biggest move hasn’t even happened yet? My Elliott Wave count says it might not have. Wave (4) has spent almost 2 years forming this massive ABCDE triangle. $50 is the line in the sand. A monthly close above it could unleash Wave (5) toward $100+ https://t.c...
12. ⚪ neutral @doughboysfn ✓ (1,008 followers · 👍4 🔁3 💬0)
> $SMCI Update Victim of overall market strength today. Map has shifted considerably but the upside pull is there, just might be a lot slower. On the weekly, this looks like a potential retest of the trendline breakout. Maps have us sitting at / right below a large positive...
13. 🟢 bullish @amess4jxde ✓ (784 followers · 👍4 🔁3 💬0)
> 1. $AMD — Growing AI inference demand and market-share gains 2. $SMCI — AI server systems provider with strong order visibility 3. $TSM — Advanced-node leader and NVIDIA’s key foundry partner 4. $MU — Direct beneficiary of strong HBM demand 5. $MSFT — Cloud and AI growth e...
14. 🗑️ spam @Veit1088 ✓ (848 followers · 👍3 🔁2 💬0)
> $MU went from $165 to $1,064 in one year. +545% 🚀 Now I’m watching eight names with similar AI, semiconductor, connectivity, and computing exposure: $SMCI → $85 $CRDO → $320 $MRVL → $420 $RMBS → $180 $ARM → $480 $CIFR → $18 $ALAB → $550 $IONQ → $90 The nex...
15. 🔴 bearish @AIStockSavvy ✓ (41,228 followers · 👍6 🔁0 💬0)
> Jim Cramer on $SMCI Super Micro Computer: “I think there’s major structural problems internally. I like $DELL Dell, which has really been a monster.”
16. 🗑️ spam @msCallieFornia (681 followers · 👍1 🔁1 💬1)
> 🚨These 10 could make a move this week: • $IREN → Buy $40–$46 \| Target $75+ • $RGTI → Buy $15–$17.50 \| Target $28+ • $SMCI → Buy $40–$45 \| Target $65+ • $ASTS → Buy $56–$64 \| Target $95+ • $POET → Buy $7.20–$8.20 \| Target $14+ • $NTAP → Buy $190–$205 \| Target $260+
17. ⚪ neutral @HorusbtcOf ✓ (1,465 followers · 👍2 🔁0 💬1)
> $SMCI Hoping the market doesnt eat it before it done https://t.co/ZkBozl2DM2
18. ⚪ neutral @CHItrader ✓ (8,195 followers · 👍5 🔁0 💬0)
> $SMCI $NVDA Super Micro is teaming up with Nvidia to bring hardware backed security to autonomous AI agents
19. 🟢 bullish @FinTonyX ✓ (1,171 followers · 👍1 🔁0 💬1)
> $SMCI How many names (in and out of the semi space) do you know that is doing almost 1.5x their MC in revenue per year? This name is severely undervalued IMO (as long as management doesn't pull any fast ones...) Another weak point of theirs is their margins, but that is mu...
20. 🗑️ spam @lewis13price ✓ (950 followers · 👍4 🔁0 💬0)
> 1. $SMCI $42 → AI server systems → Target price $90 2. $CIFR $8.50 → AI compute & power → Target price $20 3. $IONQ $45 → Quantum computing → Target price $95 4. $RMBS $105 → AI memory IP → Target price $180 5. $CRDO $193 → High-speed interconnect technology → Target price...