Generated: 2026-09-30 03:45
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 +0.50) Β· β high confidence (12 directional posts)
Distribution (20 posts): π’ 9 bullish Β· βͺ 7 neutral Β· π΄ 3 bearish Β· ποΈ 1 spam filtered
Influencer share: 37% (accounts > 10K followers) Β· Retail share: 26% (< 2K) Β· Rocket emoji rate: 5%
1. βͺ neutral @MZohaibKhan92 β (4,008 followers Β· π36 π1 π¬12)
> 3 STOCKS I AM LOOKING RIGHT NOW Which one are you actually adding? 1. $TSM https://t.co/WbJkp8mh4K
2. βͺ neutral @pequityresearch β (56,038 followers Β· π54 π5 π¬2)
> Intel EMIB-T could scale to support roughly 2.5 million TPU units by 2028, giving Intel an estimated 10-15% share of the advanced 2.5D packaging market. $INTC $TSM $GOOGL https://t.co/Vk3U8HGTnO
3. ποΈ spam @Brownmoose β (39,742 followers Β· π30 π0 π¬11)
> $TSM Running +12.5% from our entry in the Tax free account. This is how you beat index. Many of the subscriber that were here in early August got the call and still riding as our position was for multi-month investment. This week ill be providing an updated list of my long-...
4. π’ bullish @StockOptionCole β (38,012 followers Β· π22 π3 π¬9)
> There goes $TSM Another new high since July Leading Semis higher To 500+ π
5. π΄ bearish @Sam67024298780 (1,317 followers Β· π41 π4 π¬2)
> Mediatek Sell. Sell side does not know it will get close to 10% capacity-allocation cut by $TSM following a substrate-supply audit. https://t.co/oTbz6d3Zs2
6. βͺ neutral @WhalesFlowRadar β (3,817 followers Β· π32 π4 π¬0)
> $8.4 million into these $TSM $680 strike call LEAPs. 48% OTM. https://t.co/H6ndZXXzOG
7. βͺ neutral @QualCompounders β (5,792 followers Β· π15 π0 π¬7)
> The portfolio is up today even as the rest of the market is lower. Top movers:π’ $META +3.17% $CEG +1.63% $TSM +0.90% How did you do today? https://t.co/Cp1V1aTvtL
8. π’ bullish @MikeLongTerm β (27,629 followers Β· π23 π1 π¬1)
> $AMD $TSM \| TSMC's earnings call will take place on October 15. Analysts have given their forecasts for the company's performance this year. The market expects TSMC's AI-related revenue to exceed US$60 billion this year, a 33% increase from six months ago. On the other hand,...
9. π’ bullish @statementdog β (3,935 followers Β· π20 π1 π¬2)
> JPMorgan expects TSMC $TSM to raise N2 and N3 wafer prices by 8% to 10% in 2027. The bank says the increases would be larger than the market expects. According to the Economic Daily News, the bank forecasts smaller increases for older nodes such as N5 and N7 and broadly flat ...
10. π’ bullish @MacroStratFirm β (612 followers Β· π16 π1 π¬2)
> BUY: $TSM & $AVGO (Broadcom) A massive thank you to the Honorable Richard W. Allen for his implicit stock recommendations. MacroStrategy appreciates the candor with which these trades were disclosed, given his historic proclivity for violating the STOCK Act. https://t.co...
11. π’ bullish @QualCompounders β (5,792 followers Β· π12 π0 π¬3)
> $TSM is still undervalued by at least 21% based off of 2027 numbers. 2027 EPS is expected to be $22 if we put a 25x multiple on it we get to $550 stock price with 21.4% upside. This is a conservative case $TSM always guides conservative and almost always come in and beats th...
12. π’ bullish @FlippieFinance β (7,282 followers Β· π8 π2 π¬1)
> 2/12 TSMC $TSM Makes the chips everyone needs for AI. Irreplaceable manufacturing muscle in a chip-hungry world. https://t.co/t2juH8ERdg
13. βͺ neutral @SeekingAlpha β (341,855 followers Β· π4 π1 π¬1)
> TSMC $TSM allocates 33.58% of sales to capex for its 2nm Silicon Prairie expansion, sparking a structural surge for semiconductor equipment suppliers! KEY HIGHLIGHTS: β’ Massive capex pipeline is driven by advanced silicon demand from chipmakers like Nvidia $NVDA (+83.38\% rev...
14. βͺ neutral @PhotonCap β (64,876 followers Β· π3 π1 π¬1)
> - Synopsys and $TSM expand collaboration on EDA tools and IP solutions for advanced AI chip design - Partnership addresses growing demand for AI-optimized design enablement at cutting-edge process nodes > Synopsys and $TSM are deepening their partnership to provide integrated...
15. π’ bullish @StockTraderHub β (54,622 followers Β· π3 π1 π¬1)
> $TSM MOVING π€π» https://t.co/QHW9c3Fnnf
16. π΄ bearish @michaelsisakov β (1,979 followers Β· π3 π0 π¬1)
> 4. $TSM - Getting over-extended. Updated this projection my resistance was invalid. 5. $ASML - Expected bullish behavior... but it broke resistance! Now it should head a bit higher. 6. $AMAT - Path proceeding as expected. Note Stoch at peak for all 3 https://t.co/IhktzhSrOc
17. π’ bullish @IamSinovuyo β (4,929 followers Β· π2 π0 π¬1)
> 1 year ago $AMD $160 β +280% β $610 Now Same setup. Same logic. 8 stocks still trading at βearly $AMDβ prices: 1. $TSM https://t.co/TKcWAcMljz
18. π΄ bearish @gurufocus β (14,421 followers Β· π2 π0 π¬1)
> $TSM π Trading above its GF Value β’ Shares have surged above $400 after trading below $200 in early 2025 β’ GF Valueβ’ sits at $363.95 β’ GuruFocus currently rates $TSM Modestly Overvalued Full valuation breakdown below π https://t.co/O1nz3Aev8M
19. π’ bullish @TheTraderPhil β (1,694 followers Β· π2 π0 π¬1)
> @MZohaibKhan92 Well, this $TSM chart is just heading higher and higher! https://t.co/TO2Lt8S6cJ
20. βͺ neutral @wealthyfranklin β (1,829 followers Β· π1 π0 π¬1)
> @MZohaibKhan92 $TSM looks interesting
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· π‘ medium confidence (5 directional posts)
Distribution (20 posts): π’ 5 bullish Β· βͺ 12 neutral Β· π΄ 0 bearish Β· ποΈ 3 spam filtered
Influencer share: 47% (accounts > 10K followers) Β· Retail share: 12% (< 2K) Β· Rocket emoji rate: 0%
1. ποΈ spam @HolySmokas β (135,980 followers Β· π204 π7 π¬12)
> AMD Investors Get ReadyβΌοΈInsane move starts in hours "Prepare for a KNOCKOUT!" $AMD https://t.co/mHweZ3NH71
2. π’ bullish @ren_stocks β (52,843 followers Β· π67 π14 π¬4)
> $INTC $ARM $AMD $MU $SNDK So now that pretty much every bottleneck has been discovered, from GPUs, CPUs and DRAM to NAND, HDDs, ABF substrates and MLCCs, what really matters is which one is the tightest. TrendForce tracks seven parts of the AI server every week, and only one...
3. βͺ neutral @pequityresearch β (56,038 followers Β· π63 π9 π¬3)
> Lumentum at ECOC indicated that one emerging ELS customer could ultimately represent a larger opportunity than Nvidia because of the optical intensity of the architecture. $NVDA $GOOGL $AMD $LITE https://t.co/KweOeH9t3v
4. βͺ neutral @Banana3Stocks β (154,112 followers Β· π50 π5 π¬6)
> $NVDA $MU $AMD This is why we have AI bottlenecks, so worth it π https://t.co/D0CQpW2Rs4
5. βͺ neutral @HyperTechInvest β (46,428 followers Β· π33 π0 π¬3)
> Woah, what? Next news will be about OpenAI ditching Cerebras for JalapeΓ±o $AMD is also exploring how to ditch $CBRS, starting with the Taalas acquisition Cerebras is a unique company with incredible technology, but they're in a market that is becoming extremely competitive,...
6. βͺ neutral @VanquishTrader β (9,372 followers Β· π26 π0 π¬4)
> CHINA IS BECOMING THE BIGGEST NATIONAL SECURITY QUESTION IN AI The way I think about the latest $NVDA and $AMD lobbying is that this is becoming much less about protecting a huge current China revenue stream and much more about who controls the global AI ecosystem over the ne...
7. ποΈ spam @ProblemSniper β (147,655 followers Β· π29 π1 π¬2)
> 7 of 9 monthly swings hit this year. π― $AMD 10X. $NFLX 18X. $META 10X. November and December are still left. Don't miss the next one. You can find them all winners and losers on my feed. No tweet deleted. #swingtrading #optionstrading #stockmarket #daytrading https://t.co/U...
8. βͺ neutral @StockSavvyShay β (454,135 followers Β· π23 π1 π¬3)
> @VanquishTrader We really shouldn't let chinese developers build on domestic chips instead of $NVDA or $AMD
9. π’ bullish @MikeLongTerm β (27,629 followers Β· π20 π1 π¬4)
> $AMD shareholders suddenly realized everything @MikeLongTerm said in 2024-2025 are now happening in real time. Massive competition in Consumers Agentic from $META @OpenAI @AnthropicAI $AMZN $MSFT $AAPL and others will only turbocharge CPUs demand. Some analysts are already s...
10. π’ bullish @MentoviaX β (30,071 followers Β· π27 π0 π¬2)
> $AMD's EPYC 'Venice' CPUs look sold out a year early. Itβs been reported that 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments β as 256-co...
11. π’ bullish @StockWorthyApp β (7,394 followers Β· π14 π2 π¬4)
> $AMD has a projected 64.7% YoY revenue growth for 2027! Are you buying more $AMD at $600? https://t.co/C7BWSS72LF
12. βͺ neutral @imnotharsh β (6,807 followers Β· π21 π1 π¬1)
> Fun fact: $INTC Intel was an early investor in World Labs, via Intel Capital. They backed Fei-Fei Liβs spatial AI lab in the 2024 $230M round at ~$1B. $AMD is now buying it for $8.2B in stock. Early CVC check paying off while the models go to a competitorβs stack.
13. ποΈ spam @TradingWarz β (185,051 followers Β· π6 π0 π¬5)
> If you have a portfolio under $100K it only takes 1 multi bagger to change your life. $AMD alone at $77 ran to $616 that's 700%! My goal is simple I sell PUTS to generate income then I reinvest that income in 10X stock picks. Even a 50/50 win rate with proper risk managemen...
14. βͺ neutral @moneymaker7723 β (1,824 followers Β· π6 π0 π¬2)
> CNBC βHalftime Reportβ final trades 9/29 Josh Brown - Advanced Micro Devices $AMD Stephanie Link - SpaceX $SPCX Jason Snipe - Abbvie $ABBV Joe Terranova - Eaton $ETN
15. βͺ neutral @vstocks7 β (2,571 followers Β· π7 π0 π¬1)
> 9/29/2026 Watchlist Video Tons of great looking setups going into tomorrow - can we get the follow through? $ALAB $AMD $DELL $FTNT $IGV $INTC $META $MSFT $MU $NET $PANW $PLTR $SKHY $SNDK $SOXL $SPCX $TQQQ
16. βͺ neutral @jakeyPRMR β (7,139 followers Β· π4 π0 π¬1)
> i think i finally found the $AMD pair for @LaunchOnSF time will tell moof
17. βͺ neutral @LongGameEquity β (8,933 followers Β· π1 π0 π¬2)
> @jsmith68abq 50% was my allocation mine was probably $AMD below $120
18. βͺ neutral @MrStealth27 β (1,964 followers Β· π3 π0 π¬1)
> $8.2B in all stock for World Labs, with Fei-Fei Li coming over as chief scientist. Is $AMD buying a product or a research bench?
19. βͺ neutral @MikeLongTerm β (27,629 followers Β· π2 π0 π¬1)
> BREAKING $AMD Dr. Su to visit SKorea in Oct 2026π¨π¨π¨ Dr. Lisa Su, chair and chief executive of AMD, will visit South Korea next month, returning about seven months after her last trip. With the AI market expanding rapidly into AI agents that perform tasks on behalf of people a...
20. π’ bullish @IamSinovuyo β (4,929 followers Β· π2 π0 π¬1)
> 1 year ago $AMD $160 β +280% β $610 Now Same setup. Same logic. 8 stocks still trading at βearly $AMDβ prices: 1. $TSM https://t.co/TKcWAcMljz
Sentiment: π’π’π’π’π’ Bullish (score +1.00) Β· π‘ medium confidence (7 directional posts)
Distribution (20 posts): π’ 7 bullish Β· βͺ 8 neutral Β· π΄ 0 bearish Β· ποΈ 5 spam filtered
Influencer share: 7% (accounts > 10K followers) Β· Retail share: 47% (< 2K) Β· Rocket emoji rate: 7%
1. βͺ neutral @ANetworkLLC (8,455 followers Β· π135 π26 π¬30)
> π¨ WHY COULD OWNING $wANET BEFORE $ANET UNLOCKS MATTER? Forget the technical words for a minute. Let me explain it with just 5 coins. π Imagine you finally unlock: π΅ 5 ANET You want to take those 5 ANET outside A Network and onto BNB Chain. So you bridge them. Your 5 ANE...
2. βͺ neutral @CaseyVSilver β (2,782 followers Β· π100 π7 π¬16)
> π Watchlist Update β Sep 28, 2026 π 12 stocks on my radar: π $ANET @ $213.90 π $FCX @ $72.30 π $PENG @ $59.30 π $TER @ $408.10 π $ALAB @ $380.25 π $SIMO @ $275.75 π $RMBS @ $105.50 π https://t.co/4GmCEUEuqE https://t.co/dmBOvmlCNK
3. π’ bullish @LeifSoreide β (63,273 followers Β· π91 π4 π¬7)
> The 10-year is trading around 5.25% and leaders are reclaiming their buy points anyway. Many are positioned for yields to break something. $NVDA and $ANET (long) are doing the opposite, resetting clean while everyone waits for the crack. When the strongest names shrug off th...
4. ποΈ spam @FemmyYohana β (7,366 followers Β· π26 π12 π¬0)
> If youβre under 65 and your savings are below $1 million, read this twice. $DELL $575 now. $690 stock. AI server shipments follow hyperscale build schedules. $ANET $205 now. $246 stock. Ethernet fabrics scale every new GPU cluster. $CRWD $249 now. $299 stock. Endpoint A...
5. π’ bullish @FantasyInvRealm β (810 followers Β· π14 π1 π¬6)
> π Google just committed $15B to AI infrastructure in Finland. The network those data centers run on is Arista Networks ($ANET). https://t.co/yZNkR4qXcI
6. βͺ neutral @Jagabandhu5280 β (950 followers Β· π15 π4 π¬3)
> WHAT WILL REALLY DEFINE $ANET? Not a prediction. Not a target. Not a number written on a screen. The interesting part is PRICE DISCOVERY. A-Network has a maximum native supply of: 21,000,000 ANET And each ANET is divided into: 100,000,000 ANTS. But the maximum supply ...
7. βͺ neutral @Jagabandhu5280 β (950 followers Β· π9 π2 π¬3)
> π¨ BEFORE YOU ASK βWHY wANET?β UNDERSTAND THE BIGGER PICTURE. A-Network has two important sides to understand: π΅ $ANET The native asset inside A-Network. π΅ $wANET The external BNB Chain side connected to the ecosystem. The bridge is the connection between these two environm...
8. ποΈ spam @_KouStelios β (567 followers Β· π11 π5 π¬0)
> π― These aren't speculative "lottery tickets" chasing highs; they are the "pick-and-shovel" plays in AI infrastructure that still have room to run: β’ $PANW 372 β 446 Consolidating enterprise security platforms and capturing more market share. β’ $ANET 205 β 246 Gaining marke...
9. ποΈ spam @LASk8FilmFest β (1,691 followers Β· π4 π1 π¬1)
> If you're under 65 and your savings are below $1 million, read this twice. $DELL $575 now. $690 stock. AI server shipments follow hyperscale build schedules. $ANET $205 now. $246 stock. Ethernet fabrics scale every new GPU cluster. $CRWD $249 now. $299 stock. Endpoint AI se...
10. βͺ neutral @ISITrading2717 β (4,605 followers Β· π8 π0 π¬0)
> Opened $360 in premium on $ANET today.
11. βͺ neutral @TheBrilliantBu1 β (4,673 followers Β· π2 π0 π¬1)
> @FantasyInvRealm Never heard of $ANET. Might be another interesting one to check out.
12. π’ bullish @zjg7777777 β (1,440 followers Β· π1 π0 π¬1)
> 20 AI stocks to watch in October, in no particular order 01ο½Arista Networks $ANET AI clusters need more than powerful compute β they also depend on high-speed, low-latency networking Arista is a key player in data center switching and should continue benefiting from cloud pr...
13. π’ bullish @wealthhub_hq β (2,891 followers Β· π0 π0 π¬1)
> 10 S&P 500 companies with little-to-no debt / strong net-cash balance sheets: Arista Networks $ANET Garmin $GRMN Monolithic Power Systems $MPWR Intuitive Surgical $ISRG Texas Pacific Land $TPL First Solar $FSLR F5 $FFIV Regeneron $REGN Cognizant $CTSH Sandisk $SNDK My favori...
14. βͺ neutral @InsanSarita (981 followers Β· π2 π0 π¬0)
> P2P transfers can bring users closer together, enabling direct transactions and expanding the ways $ANET can be used across the ecosystem. π Mining wallets + ecosystem tools π€ Connected through one growing #ANetwork #P2P #CryptoMining #Web3 #ANetwork #Deltix #wANET #wDLTX http...
15. ποΈ spam @ChristinaMx_ β (1,132 followers Β· π2 π0 π¬0)
> If you're under 65 and your savings are below $1 million, read this twice. $DELL $575 now. $690 stock. AI server shipments follow hyperscale build schedules. $ANET $205 now. $246 stock. Ethernet fabrics scale every new GPU cluster. $CRWD $249 now. $299 stock. Endpoint AI se...
16. π’ bullish @zjg7777777 β (1,440 followers Β· π2 π0 π¬0)
> 20 AI stocks to watch in October, in no particular order 01ο½Arista Networks $ANET AI clusters need more than powerful compute β they also depend on high-speed, low-latency networking Arista is a key player in data center switching and should continue benefiting from cloud pro...
17. π’ bullish @NYKrant β (2,142 followers Β· π1 π0 π¬0)
> If youβre under 65 and have less than $1 million in savings, read this twice. $DELL β Now: $575 \| Target: $690 AI server shipments are tracking the hyperscaler buildout cycle. $ANET β Now: $205 \| Target: $246 Ethernet infrastructure expands with every new GPU cluster. Meanwh...
18. ποΈ spam @danjkelley1966 β (3,626 followers Β· π1 π0 π¬0)
> $BMY $ANET $PLD $RGT $DEK $MIGI π Watching these setups closely. Last week, my WhatsApp team banked $50Kβ$130K. Real-time alerts guide members through the trade from entry to exit. π https://t.co/62Qz1jGt1O Reply βHot Stocksβ to join free. π https://t.co/...
19. βͺ neutral @InvestKaye β (1,017 followers Β· π1 π0 π¬0)
> Not every contract won. $ANET covered call #3: Premium: +$326.34 Buyback: -$330.66 Realized: -$4.32 The completed Wheel still earned $1,871.95. A sound portfolio process does not require every option contract to be profitable in isolation.
20. π’ bullish @vonzion β (4,967 followers Β· π1 π0 π¬0)
> Everyone wants to find the next $NVDA. Iβm looking at the companies the AI buildout still NEEDS. 7 AI infrastructure stocks Iβm saving for 2030: $VRT β Power + liquid cooling $ANET β AI networking $MRVL β AI connectivity $NBIS β AI-native GPU cloud $IREN β Bitcoin miner β A...