Generated: 2026-10-04 04:03
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 (16 directional posts)
Distribution (20 posts): 🟢 16 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 0 spam filtered
Influencer share: 0% (accounts > 10K followers) · Retail share: 10% (< 2K) · Rocket emoji rate: 0%
1. ⚪ neutral @therandylorian (2,169 followers · 👍31 🔁38 💬33)
> Bull case for $TSM: AI demand is insatiable, capacity is sold out through 2028, US expansion adds growth, and analysts see $552. Bear case: margins compress on 2nm ramp, Texas depends on tax credits, and capex is enormous. Stock at $473. #TSM #Stocks
2. ⚪ neutral @therandylorian (2,169 followers · 👍31 🔁38 💬33)
> Bull case for $TSM: AI demand is insatiable, capacity is sold out through 2028, US expansion adds growth, and analysts see $552. Bear case: margins compress on 2nm ramp, Texas depends on tax credits, and capex is enormous. Stock at $473. #TSM #Stocks
3. 🟢 bullish @spbecker (1,947 followers · 👍17 🔁38 💬36)
> $TSM Texas expansion would be contingent on Congress extending advanced manufacturing tax credits expiring this year. If it goes through: $20B+ per fab, multiple fabs, second US hub. $TSM near $473 with Strong Buy consensus. #TSM #CHIPSAct #Stocks
4. 🟢 bullish @spbecker (1,947 followers · 👍17 🔁38 💬36)
> $TSM Texas expansion would be contingent on Congress extending advanced manufacturing tax credits expiring this year. If it goes through: $20B+ per fab, multiple fabs, second US hub. $TSM near $473 with Strong Buy consensus. #TSM #CHIPSAct #Stocks
5. 🟢 bullish @brotherlogan (2,829 followers · 👍31 🔁22 💬33)
> $TSM Q3 earnings due Oct 15. Street expects revenue of $44.6–45.8B and EPS of $4.40. Texas expansion news is already lifting the stock: $473 and rising. Strong Buy consensus, $552 avg target. #TSM #TSMC #Stocks #Investing
6. 🟢 bullish @541ryde (2,276 followers · 👍25 🔁37 💬25)
> $TSM's CFO says the $265B US spend is driven by customer demand and competition. Texas is the next step. The stock is near $473 with a Strong Buy consensus and $552 average target. #TSM #Semiconductors #Investing
7. 🟢 bullish @brotherlogan (2,829 followers · 👍31 🔁22 💬33)
> $TSM Q3 earnings due Oct 15. Street expects revenue of $44.6–45.8B and EPS of $4.40. Texas expansion news is already lifting the stock: $473 and rising. Strong Buy consensus, $552 avg target. #TSM #TSMC #Stocks #Investing
8. 🟢 bullish @541ryde (2,276 followers · 👍25 🔁37 💬25)
> $TSM's CFO says the $265B US spend is driven by customer demand and competition. Texas is the next step. The stock is near $473 with a Strong Buy consensus and $552 average target. #TSM #Semiconductors #Investing
9. 🟢 bullish @iam_keirra (2,801 followers · 👍28 🔁27 💬28)
> Susquehanna has a $600 target on $TSM. BofA: $590. Bernstein: $554. The Street is aligned: Strong Buy, $552 average target. Texas expansion news is only adding fuel. $TSM at $473. #TSM #Stocks #Investing
10. 🟢 bullish @iam_keirra (2,801 followers · 👍28 🔁27 💬28)
> Susquehanna has a $600 target on $TSM. BofA: $590. Bernstein: $554. The Street is aligned: Strong Buy, $552 average target. Texas expansion news is only adding fuel. $TSM at $473. #TSM #Stocks #Investing
11. 🟢 bullish @Eatheana (2,055 followers · 👍18 🔁32 💬26)
> $TSM's Texas campus would include multiple fabs at $20B+ each. Total investment could top $265B. That's a lot of capex. But with Q3 revenue guidance up 37% YoY, the demand is there. $TSM at $473. #TSM #Semiconductors #Investing
12. 🟢 bullish @Eatheana (2,055 followers · 👍18 🔁32 💬26)
> $TSM's Texas campus would include multiple fabs at $20B+ each. Total investment could top $265B. That's a lot of capex. But with Q3 revenue guidance up 37% YoY, the demand is there. $TSM at $473. #TSM #Semiconductors #Investing
13. 🟢 bullish @ballin4lyfe24 (2,021 followers · 👍28 🔁25 💬23)
> Just in: $TSM reportedly planning as many as six advanced wafer fabs in Texas. Investment could exceed the $265B committed to Arizona. US customers already account for 75%+ of $TSM's wafer revenue. #TSM #TSMC #Stocks #Investing
14. 🟢 bullish @ballin4lyfe24 (2,021 followers · 👍28 🔁25 💬23)
> Just in: $TSM reportedly planning as many as six advanced wafer fabs in Texas. Investment could exceed the $265B committed to Arizona. US customers already account for 75%+ of $TSM's wafer revenue. #TSM #TSMC #Stocks #Investing
15. ⚪ neutral @imnotharsh ✓ (6,843 followers · 👍85 🔁8 💬14)
> Elon Musk confirms that if $TSM contributes to Terafab, it will be supplemental to $INTC Intel. Intel is still primary partner for Terafab. Capacity is constrained. Intel owns US IP and will license their technology to $SPCX / $TSLA. Elon wants all the help he can get. Th...
16. ⚪ neutral @imnotharsh ✓ (6,843 followers · 👍85 🔁8 💬14)
> Elon Musk confirms that if $TSM contributes to Terafab, it will be supplemental to $INTC Intel. Intel is still primary partner for Terafab. Capacity is constrained. Intel owns US IP and will license their technology to $SPCX / $TSLA. Elon wants all the help he can get. Th...
17. 🟢 bullish @IMacDaddy_ (2,044 followers · 👍19 🔁26 💬23)
> $TSM's Arizona complex: six fabs, two advanced packaging facilities, an R&D center. Texas could add six more advanced fabs. Together, that's a US semiconductor ecosystem built from scratch. $TSM at $473. #TSM #TSMC #Investing
18. 🟢 bullish @IMacDaddy_ (2,044 followers · 👍19 🔁26 💬23)
> $TSM's Arizona complex: six fabs, two advanced packaging facilities, an R&D center. Texas could add six more advanced fabs. Together, that's a US semiconductor ecosystem built from scratch. $TSM at $473. #TSM #TSMC #Investing
19. 🟢 bullish @drchadgreene (2,319 followers · 👍36 🔁16 💬23)
> $TSM's Texas expansion would be its second US production hub. The first — Arizona — is already the largest foreign direct investment in US history at $265B. Texas could top it. $TSM at $473. #TSM #TSMC #Stocks #Investing
20. 🟢 bullish @drchadgreene (2,319 followers · 👍36 🔁16 💬23)
> $TSM's Texas expansion would be its second US production hub. The first — Arizona — is already the largest foreign direct investment in US history at $265B. Texas could top it. $TSM at $473. #TSM #TSMC #Stocks #Investing
Sentiment: 🟢🟢🟢⚪⚪ Lean bullish (score +0.25) · ✅ high confidence (16 directional posts)
Distribution (20 posts): 🟢 10 bullish · ⚪ 4 neutral · 🔴 6 bearish · 🗑️ 0 spam filtered
Influencer share: 60% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🔴 bearish @JasonL_Capital ✓ (68,236 followers · 👍199 🔁14 💬26)
> The fastest way to build wealth by 2028: $AMD (AMD) - Don't buy $SPCX (SpaceX) - Don't buy $AVGO (Broadcom) - Strong buy at $355 $APP (AppLovin) - Strong buy at $268 $ONDS (Ondas) - Strong buy at $7 $IREN (IREN) - Strong buy at $42 $VST (Vistra) - Strong buy at $140 $NVDA (...
2. 🔴 bearish @JasonL_Capital ✓ (68,236 followers · 👍199 🔁14 💬26)
> The fastest way to build wealth by 2028: $AMD (AMD) - Don't buy $SPCX (SpaceX) - Don't buy $AVGO (Broadcom) - Strong buy at $355 $APP (AppLovin) - Strong buy at $268 $ONDS (Ondas) - Strong buy at $7 $IREN (IREN) - Strong buy at $42 $VST (Vistra) - Strong buy at $140 $NVDA (...
3. 🔴 bearish @1ChartMaster ✓ (46,631 followers · 👍103 🔁2 💬11)
> I'm trying to go over my $AMD trade and all I can see is a red eyed Loch Ness monster 🦕 😳 https://t.co/Dp9Ikqkum0
4. 🔴 bearish @1ChartMaster ✓ (46,631 followers · 👍103 🔁2 💬11)
> I'm trying to go over my $AMD trade and all I can see is a red eyed Loch Ness monster 🦕 😳 https://t.co/Dp9Ikqkum0
5. 🟢 bullish @YodaStockInvest ✓ (20,537 followers · 👍70 🔁2 💬14)
> My current plan with $AMD: 1. Holding my current 60% position at $640 2. Trimming 20% at $800 3. Trimming another 40% at $1000 (if stock price achieved in the next year as I expect)
6. 🟢 bullish @YodaStockInvest ✓ (20,537 followers · 👍70 🔁2 💬14)
> My current plan with $AMD: 1. Holding my current 60% position at $640 2. Trimming 20% at $800 3. Trimming another 40% at $1000 (if stock price achieved in the next year as I expect)
7. 🔴 bearish @ilzmcfly ✓ (5,167 followers · 👍52 🔁1 💬6)
> SemiAnalysis just keep getting worse $AMD $IREN and now this in a 2 week span This id what happens when you hire a bunch of teenagers fresh out of diapers. Wen professionals?
8. 🔴 bearish @ilzmcfly ✓ (5,167 followers · 👍52 🔁1 💬6)
> SemiAnalysis just keep getting worse $AMD $IREN and now this in a 2 week span This id what happens when you hire a bunch of teenagers fresh out of diapers. Wen professionals?
9. ⚪ neutral @AnalysisOp (4,469 followers · 👍17 🔁0 💬3)
> 3 TB of DRAM in total for the combo OpenAI Jalapeño+AMD EPYC Turin [192 cores]: "OpenAI is internally deploying its self-developed ASIC 'Jalapeño', paired with AMD EPYC 'Turin' as the host CPU, with each unit equipped with 1.5TB of memory" $AMD $MU $SKHY
10. ⚪ neutral @AnalysisOp (4,469 followers · 👍17 🔁0 💬3)
> 3 TB of DRAM in total for the combo OpenAI Jalapeño+AMD EPYC Turin [192 cores]: "OpenAI is internally deploying its self-developed ASIC 'Jalapeño', paired with AMD EPYC 'Turin' as the host CPU, with each unit equipped with 1.5TB of memory" $AMD $MU $SKHY
11. 🟢 bullish @leonid_zador ✓ (4,210 followers · 👍8 🔁0 💬4)
> September top gainers from my portfolio. I hope you had a great month 🥂 Let’s make October LEGENDARY 📈 $AMD $META $NBIS https://t.co/7SpWaosPNd
12. 🟢 bullish @leonid_zador ✓ (4,210 followers · 👍8 🔁0 💬4)
> September top gainers from my portfolio. I hope you had a great month 🥂 Let’s make October LEGENDARY 📈 $AMD $META $NBIS https://t.co/7SpWaosPNd
13. 🟢 bullish @rdd147 ✓ (13,563 followers · 👍10 🔁1 💬2)
> Oh. $AMD $1 trillion was the sign.
14. 🟢 bullish @QualCompounders ✓ (5,908 followers · 👍9 🔁0 💬3)
> YTD performance across all 3 Robinhood Portfolios 📊 Roth IRA (+41.56% YTD): 📈 $TSM, $AMD, $QCOM, $GOOGL, $META, $ADBE, $SOFI, $NVDA, $AMZN, $NOW $CEG https://t.co/BusjUmiSBR
15. 🟢 bullish @rdd147 ✓ (13,563 followers · 👍10 🔁1 💬2)
> Oh. $AMD $1 trillion was the sign.
16. 🟢 bullish @QualCompounders ✓ (5,908 followers · 👍9 🔁0 💬3)
> YTD performance across all 3 Robinhood Portfolios 📊 Roth IRA (+41.56% YTD): 📈 $TSM, $AMD, $QCOM, $GOOGL, $META, $ADBE, $SOFI, $NVDA, $AMZN, $NOW $CEG https://t.co/BusjUmiSBR
17. ⚪ neutral @MentoviaX ✓ (30,380 followers · 👍14 🔁0 💬1)
> $AMD fans unearthed a never-shipped Ryzen 9 5900X3D engineering sample on China's Chiphell forum. It looks to be a 12-core chip with 128MB of L3 cache from a single 3D V-Cache stack, reportedly hitting 4.65GHz. The canceled design reveals how far AMD pushed AM4 before the 5800...
18. ⚪ neutral @MentoviaX ✓ (30,380 followers · 👍14 🔁0 💬1)
> $AMD fans unearthed a never-shipped Ryzen 9 5900X3D engineering sample on China's Chiphell forum. It looks to be a 12-core chip with 128MB of L3 cache from a single 3D V-Cache stack, reportedly hitting 4.65GHz. The canceled design reveals how far AMD pushed AM4 before the 5800...
19. 🟢 bullish @MentoviaX ✓ (30,380 followers · 👍8 🔁1 💬1)
> Most retails don’t have the vision or courage to jump into AND stay in a name that is embracing a major uptrend move; yet they’d later expect another explosive run to happen while not patient enough to wait for consolidations to settle. $MU $AMD $INTC
20. 🟢 bullish @MentoviaX ✓ (30,380 followers · 👍8 🔁1 💬1)
> Most retails don’t have the vision or courage to jump into AND stay in a name that is embracing a major uptrend move; yet they’d later expect another explosive run to happen while not patient enough to wait for consolidations to settle. $MU $AMD $INTC
Sentiment: 🟢🟢🟢🟢🟢 Bullish (score +1.00) · ✅ high confidence (12 directional posts)
Distribution (20 posts): 🟢 12 bullish · ⚪ 4 neutral · 🔴 0 bearish · 🗑️ 4 spam filtered
Influencer share: 94% (accounts > 10K followers) · Retail share: 0% (< 2K) · Rocket emoji rate: 0%
1. 🟢 bullish @unusual_whales ✓ (5,430,694 followers · 👍323 🔁16 💬60)
> Wow. Micron, $MU, is up more than 480% in a year. It has added roughly $1 trillion in market cap. It now trades above $1,000 a share. If you invested $1 in $MU 5 years ago, it would now be worth about $15. This week, it beat earnings estimates and guided above Wall Street...
2. ⚪ neutral @pequityresearch ✓ (57,213 followers · 👍122 🔁11 💬12)
> Morgan Stanley: Nvidia can afford up to a 91.7% increase in HBM cost for its upcoming Rubin R200 chips for a gross margin floor of 72%. Including a de-spec, it can afford a price increase of 187.5%. $NVDA $MU
3. ⚪ neutral @pequityresearch ✓ (57,213 followers · 👍122 🔁11 💬12)
> Morgan Stanley: Nvidia can afford up to a 91.7% increase in HBM cost for its upcoming Rubin R200 chips for a gross margin floor of 72%. Including a de-spec, it can afford a price increase of 187.5%. $NVDA $MU
4. 🟢 bullish @MarcosMillaYT ✓ (20,126 followers · 👍129 🔁8 💬1)
> Looks like Micron $MU is a STRONG BUY for the Next 10 Years…
5. 🟢 bullish @MarcosMillaYT ✓ (20,126 followers · 👍129 🔁8 💬1)
> Looks like Micron $MU is a STRONG BUY for the Next 10 Years…
6. 🟢 bullish @ren_stocks ✓ (53,119 followers · 👍81 🔁7 💬10)
> $MU $SNDK $NBIS $LITE I had the chance to check out Goldman Sachs' "AI Is Becoming a Stock Picker's Market" and I agree with most of what's being shared. The AI trade stopped being one trade, and that's the most bullish thing that could happen to it. Since 2023-2024 you cou...
7. 🟢 bullish @ren_stocks ✓ (53,119 followers · 👍81 🔁7 💬10)
> $MU $SNDK $NBIS $LITE I had the chance to check out Goldman Sachs' "AI Is Becoming a Stock Picker's Market" and I agree with most of what's being shared. The AI trade stopped being one trade, and that's the most bullish thing that could happen to it. Since 2023-2024 you cou...
8. 🟢 bullish @pequityresearch ✓ (57,213 followers · 👍52 🔁6 💬4)
> Goldman Sachs: NAND and DRAM shortage to become worse in 2027 and likely to remain undersupplied in 2029-2030. $MU $DISK $DRAM $EWY
9. 🟢 bullish @pequityresearch ✓ (57,215 followers · 👍52 🔁6 💬4)
> Goldman Sachs: NAND and DRAM shortage to become worse in 2027 and likely to remain undersupplied in 2029-2030. $MU $DISK $DRAM $EWY
10. 🟢 bullish @heyitsyashu ✓ (21,227 followers · 👍47 🔁1 💬6)
> A lot of the $MU story reminds me of 2020 Tesla: — Massive stock run up and haters saying it’s done — Everyone on TV saying demand is cyclical and will come down after shut downs — MU printing record profits for the first time in history I think we explode higher from her...
11. 🟢 bullish @heyitsyashu ✓ (21,227 followers · 👍47 🔁1 💬6)
> A lot of the $MU story reminds me of 2020 Tesla: — Massive stock run up and haters saying it’s done — Everyone on TV saying demand is cyclical and will come down after shut downs — MU printing record profits for the first time in history I think we explode higher from her...
12. 🟢 bullish @ren_stocks ✓ (53,119 followers · 👍50 🔁2 💬2)
> $MU $SKHY Now this is a really interesting development and it’s bullish for memory. HBM stops being a part you can swap and becomes something designed into the chip years ahead, with Nvidia's controller built into the stack itself. Once you're designed in, you're in for the ...
13. 🟢 bullish @ren_stocks ✓ (53,119 followers · 👍50 🔁2 💬2)
> $MU $SKHY Now this is a really interesting development and it’s bullish for memory. HBM stops being a part you can swap and becomes something designed into the chip years ahead, with Nvidia's controller built into the stack itself. Once you're designed in, you're in for the ...
14. ⚪ neutral @bradsferguson ✓ (48,360 followers · 👍36 🔁0 💬4)
> I made this rude post about Micron $MU six months ago. It closed $376 the next day. Now…👇
15. ⚪ neutral @bradsferguson ✓ (48,360 followers · 👍36 🔁0 💬4)
> I made this rude post about Micron $MU six months ago. It closed $376 the next day. Now…👇
16. 🗑️ spam @TrendSpider (717,382 followers · 👍22 🔁2 💬4)
> Put your thesis to the test. Describe the strategy. Watch Sidekick build, backtest, and refine it through repeated rounds of iteration. $MU $NVDA $GOOG $SPCX $INTC https://t.co/oQlwlyKu0s
17. 🗑️ spam @TrendSpider (717,382 followers · 👍22 🔁2 💬4)
> Put your thesis to the test. Describe the strategy. Watch Sidekick build, backtest, and refine it through repeated rounds of iteration. $MU $NVDA $GOOG $SPCX $INTC https://t.co/oQlwlyKu0s
18. 🗑️ spam @AnessHusseinAli ✓ (14,757 followers · 👍15 🔁0 💬1)
> Just 1 year ago: $SNDK Sandisk was $29 (now $1,742) $MU Micron was $79 (now $1,001) $NBIS Nebius was $19 (now $236) $NVDA Nvidia was $92 (now $237) $AMD was $78 (now $519) I said to buy, but you didn't know me
19. 🗑️ spam @AnessHusseinAli ✓ (14,757 followers · 👍15 🔁0 💬1)
> Just 1 year ago: $SNDK Sandisk was $29 (now $1,742) $MU Micron was $79 (now $1,001) $NBIS Nebius was $19 (now $236) $NVDA Nvidia was $92 (now $237) $AMD was $78 (now $519) I said to buy, but you didn't know me
20. 🟢 bullish @SparkingFIRENC ✓ (4,603 followers · 👍9 🔁0 💬2)
> We are underestimating how many Waymo's will be on the road in 10 years We are also underestimating how many "robots" we will each be using in 10 years No idea what that means for $MU or any other stock, but overall I am bullish on tech as a whole