Generated: 2026-10-07 04:04
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 +0.56) Β· π‘ medium confidence (9 directional posts)
Distribution (20 posts): π’ 7 bullish Β· βͺ 8 neutral Β· π΄ 2 bearish Β· ποΈ 3 spam filtered
Influencer share: 76% (accounts > 10K followers) Β· Retail share: 0% (< 2K) Β· Rocket emoji rate: 0%
1. π’ bullish @pequityresearch β (58,199 followers Β· π99 π12 π¬12)
> Tower Semiconductor has the best SiPho foundry π $TSEM $TSM $UMC $GFS $INTC https://t.co/mK82Hx1hDi
2. βͺ neutral @AIStockSavvy β (41,727 followers Β· π49 π6 π¬2)
> π’ ππππ ππ: TSMC and other Taiwanese chipmakers are increasing AI-related spending in the United States and Southeast Asia. - Nikkei - $SPCX $TSM $INTC $AMD $NVDA
3. βͺ neutral @AIStockSavvy β (41,727 followers Β· π49 π6 π¬2)
> π’ ππππ ππ: TSMC and other Taiwanese chipmakers are increasing AI-related spending in the United States and Southeast Asia. - Nikkei - $SPCX $TSM $INTC $AMD $NVDA
4. ποΈ spam @GrindeOptions β (57,357 followers Β· π16 π3 π¬8)
> Yβall ready for some big moves in the market? π 1. $APLD β Oct 7 β confirmed β
2. $ASML β Oct 14 β not confirmed 3. $TSM β Oct 15 β not confirmed 4. $NFLX β Oct 20 β confirmed β
5. $TSLA β Oct 21 β confirmed β
6. $INTC β Oct 22 β not confirmed 7. $VRT β Oct 28 β not...
5. ποΈ spam @GrindeOptions β (57,357 followers Β· π16 π3 π¬8)
> Yβall ready for some big moves in the market? π 1. $APLD β Oct 7 β confirmed β
2. $ASML β Oct 14 β not confirmed 3. $TSM β Oct 15 β not confirmed 4. $NFLX β Oct 20 β confirmed β
5. $TSLA β Oct 21 β confirmed β
6. $INTC β Oct 22 β not confirmed 7. $VRT β Oct 28 β not...
6. π΄ bearish @kpak82 β (76,927 followers Β· π15 π1 π¬8)
> $TSM new ATH close yesterday. Bearish harami today. Resistance: Top of 2 month channel range.
7. π΄ bearish @kpak82 β (76,927 followers Β· π15 π1 π¬8)
> $TSM new ATH close yesterday. Bearish harami today. Resistance: Top of 2 month channel range.
8. π’ bullish @MikeLongTerm β (27,712 followers Β· π15 π0 π¬2)
> $AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner π¨π¨π¨ TLDR: Called it. I was only projecting 5-10% increase in CapEx from TSMC, we are talking...
9. π’ bullish @MikeLongTerm β (27,712 followers Β· π15 π0 π¬2)
> $AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner π¨π¨π¨ TLDR: Called it. I was only projecting 5-10% increase in CapEx from TSMC, we are talking...
10. βͺ neutral @MikeLongTerm β (27,712 followers Β· π10 π1 π¬2)
> BREAKING $AMD $TSM \| CoWoS-L Expansionππ¨ TSMC announced the expansion of its 2nm process and CoWoS-L packaging, with the A16 entering risk production, aiming for a monthly capacity of 200,000 wafers, and using CoWoS-L to compete for cloud AI accelerator orders for customers ...
11. βͺ neutral @MikeLongTerm β (27,712 followers Β· π10 π1 π¬2)
> BREAKING $AMD $TSM \| CoWoS-L Expansionππ¨ TSMC announced the expansion of its 2nm process and CoWoS-L packaging, with the A16 entering risk production, aiming for a monthly capacity of 200,000 wafers, and using CoWoS-L to compete for cloud AI accelerator orders for customers ...
12. π’ bullish @nanalyzetweets β (8,423 followers Β· π7 π0 π¬3)
> Want CPU exposure without picking a winner? Own the picks and shovels. π οΈ 1οΈβ£ $TSM: ~70% of chip foundry share, and most CPUs pass through it 2οΈβ£ $ASML: the lithography machines needed to make them 3οΈβ£ $ARM: royalties no matter who builds the CPU (except for x86 architecture)...
13. π’ bullish @nanalyzetweets β (8,423 followers Β· π7 π0 π¬3)
> Want CPU exposure without picking a winner? Own the picks and shovels. π οΈ 1οΈβ£ $TSM: ~70% of chip foundry share, and most CPUs pass through it 2οΈβ£ $ASML: the lithography machines needed to make them 3οΈβ£ $ARM: royalties no matter who builds the CPU (except for x86 architecture)...
14. π’ bullish @mahabub129 β (10,218 followers Β· π6 π0 π¬2)
> Nasdaq just closed at a record 27,477. I'm using days like this to push for more Bitget Alliance rewards. Here is what I'm watching on @Bitget today: πΉ $NVDA closed at a record $238.90, and Hon Hai revenue up 47% confirms AI infrastructure demand πΉ $TSM rose 2.75% after Musk...
15. π’ bullish @mahabub129 β (10,218 followers Β· π6 π0 π¬2)
> Nasdaq just closed at a record 27,477. I'm using days like this to push for more Bitget Alliance rewards. Here is what I'm watching on @Bitget today: πΉ $NVDA closed at a record $238.90, and Hon Hai revenue up 47% confirms AI infrastructure demand πΉ $TSM rose 2.75% after Musk...
16. βͺ neutral @Unclestocknotes β (29,793 followers Β· π1 π0 π¬3)
> CCIA says a 25% chip tariff on data centers could add 15.6% to build costs, ~$90B/year for 4 years. Phase 2 is under review. $SMCI $DELL face cost risk; $TSM $GFS $AMKR may benefit if US production earns exemptions. Watch the final rulesβand who pays the bill. https://t.co/e...
17. βͺ neutral @Unclestocknotes β (29,793 followers Β· π1 π0 π¬3)
> CCIA says a 25% chip tariff on data centers could add 15.6% to build costs, ~$90B/year for 4 years. Phase 2 is under review. $SMCI $DELL face cost risk; $TSM $GFS $AMKR may benefit if US production earns exemptions. Watch the final rulesβand who pays the bill. https://t.co/e...
18. βͺ neutral @donaldgorbachev β (8,922 followers Β· π6 π0 π¬1)
> How about $TSM ?
19. βͺ neutral @donaldgorbachev β (8,922 followers Β· π6 π0 π¬1)
> How about $TSM ?
20. ποΈ spam @tomdevasia787 β (2,054 followers Β· π8 π0 π¬0)
> WATCHLIST FOR TOMORROW \| 10/7οΌ $AMD (Advanced Micro) - Don't buy $TSM (Taiwan) - Don't buy $MRVL (Marvell Technology) - Strong buy at $287 $SPCX (SpaceX) - Strong buy at $170 $NVDA (Nvidia) - Strong buy at $238 $AVGO (Broadcom) - Strong buy at $375 $INTC (Intel) - Strong bu...
Sentiment: π’π’π’π’π’ Bullish (score +0.78) Β· β high confidence (18 directional posts)
Distribution (20 posts): π’ 16 bullish Β· βͺ 2 neutral Β· π΄ 2 bearish Β· ποΈ 0 spam filtered
Influencer share: 30% (accounts > 10K followers) Β· Retail share: 20% (< 2K) Β· Rocket emoji rate: 10%
1. π’ bullish @TehLamboX β (46,881 followers Β· π26 π12 π¬4)
> π¨BREAKING: $FTNT Breakout, retest done!! Now ascending here post the retest and going higher and higher. Looks set to target 200 off here as long as 170 holds. https://t.co/YBvQFi7lyn
2. π’ bullish @TehLamboX β (46,882 followers Β· π26 π12 π¬4)
> π¨BREAKING: $FTNT Breakout, retest done!! Now ascending here post the retest and going higher and higher. Looks set to target 200 off here as long as 170 holds. https://t.co/YBvQFi7lyn
3. π’ bullish @ftr_investors β (45,490 followers Β· π27 π3 π¬3)
> Stocks hitting new all-time highs today π $TSM \| TSMC $FTNT \| Fortinet $LITE \| Lumentum $P \| Everpure $RBRK \| Rubrik $KEYS \| Keysight Technologies $GH \| Guardant Health $ARW \| Arrow Electronics Congrats, shareholders! ππ₯ Do you own any of these? π https://t.co/0T50p...
4. π’ bullish @ftr_investors β (45,490 followers Β· π27 π3 π¬3)
> Stocks hitting new all-time highs today π $TSM \| TSMC $FTNT \| Fortinet $LITE \| Lumentum $P \| Everpure $RBRK \| Rubrik $KEYS \| Keysight Technologies $GH \| Guardant Health $ARW \| Arrow Electronics Congrats, shareholders! ππ₯ Do you own any of these? π https://t.co/0T50p...
5. π’ bullish @SagoLabsVC β (8,643 followers Β· π11 π2 π¬7)
> S&P 500 stocks making new 52 weeks HIGH today: Nvidia Corp $NVDA Crowdstrike Holdings Inc $CRWD Fortinet Inc $FTNT Illumina Inc $ILMN Lumentum Holdings Inc $LITE Everpure Inc $P Marathon Petroleum Corp $MPC Charles River Laboratories International Inc $CRL Valero...
6. π΄ bearish @QualCompounders β (6,016 followers Β· π15 π0 π¬7)
> Cybersecurity will surely benefit from AI it increases the attack surface area. But the valuations are hard to justify, which is why I'm staying away. Forward PE by stock: $PANW - 220.2x $CRWD - 107.5x $FTNT - 58.4x $OKTA - 56.2x $ZS - 44.3x https://t.co/VMmkVsQcEs
7. π’ bullish @SagoLabsVC β (8,643 followers Β· π11 π2 π¬7)
> S&P 500 stocks making new 52 weeks HIGH today: Nvidia Corp $NVDA Crowdstrike Holdings Inc $CRWD Fortinet Inc $FTNT Illumina Inc $ILMN Lumentum Holdings Inc $LITE Everpure Inc $P Marathon Petroleum Corp $MPC Charles River Laboratories International Inc $CRL Valero...
8. π΄ bearish @QualCompounders β (6,016 followers Β· π15 π0 π¬7)
> Cybersecurity will surely benefit from AI it increases the attack surface area. But the valuations are hard to justify, which is why I'm staying away. Forward PE by stock: $PANW - 220.2x $CRWD - 107.5x $FTNT - 58.4x $OKTA - 56.2x $ZS - 44.3x https://t.co/VMmkVsQcEs
9. π’ bullish @Stocksalute β (1,534 followers Β· π7 π0 π¬3)
> Stocks Hitting All-Time Highs Today π½ $AMD AMD π€ $NVDA NVIDIA π‘οΈ $FTNT Fortinet βοΈ $NET Cloudflare π $APH Amphenol π‘οΈ $CRWD CrowdStrike π $PANW Palo Alto Networks 𧬠$TMO Thermo Fisher Scientific https://t.co/I7Xk9tFZyq
10. π’ bullish @Stocksalute β (1,534 followers Β· π7 π0 π¬3)
> Stocks Hitting All-Time Highs Today π½ $AMD AMD π€ $NVDA NVIDIA π‘οΈ $FTNT Fortinet βοΈ $NET Cloudflare π $APH Amphenol π‘οΈ $CRWD CrowdStrike π $PANW Palo Alto Networks 𧬠$TMO Thermo Fisher Scientific https://t.co/I7Xk9tFZyq
11. π’ bullish @nanalyzetweets β (8,423 followers Β· π8 π1 π¬1)
> Three of the four top performing cybersecurity stocks over the past five years were also the largest at the start of the period. $PANW $CRWD $FTNT That's no coincidence, and hereβs why we think this trend persists. We often talk about how todayβs CTO is looking to consolida...
12. π’ bullish @nanalyzetweets β (8,423 followers Β· π8 π1 π¬1)
> Three of the four top performing cybersecurity stocks over the past five years were also the largest at the start of the period. $PANW $CRWD $FTNT That's no coincidence, and hereβs why we think this trend persists. We often talk about how todayβs CTO is looking to consolida...
13. π’ bullish @OptionsJohnny β (6,105 followers Β· π9 π0 π¬1)
> $FTNT: Rectangle break out and 1.618 fib target attainment. https://t.co/hOXtkwwrCR
14. π’ bullish @OptionsJohnny β (6,105 followers Β· π9 π0 π¬1)
> $FTNT: Rectangle break out and 1.618 fib target attainment. https://t.co/hOXtkwwrCR
15. π’ bullish @allaashish β (500 followers Β· π4 π0 π¬2)
> @Venu_7_ Cyber security group is hot. $CRWD $FTNT $RBRK Can't understate the importance of having leading group as tailwind.
16. π’ bullish @allaashish β (500 followers Β· π4 π0 π¬2)
> @Venu_7_ Cyber security group is hot. $CRWD $FTNT $RBRK Can't understate the importance of having leading group as tailwind.
17. π’ bullish @BramVGenechten β (2,657 followers Β· π7 π1 π¬0)
> Fortinet's Operating Margins keeps expanding. Operating excellence. $FTNT https://t.co/zsnm5GesmH
18. βͺ neutral @Quality_stocksA β (38,779 followers Β· π3 π0 π¬2)
> When the market decided that valuation doesn't matter, it can go high (before the fall) Today's performance Palo Alto $PANW +4% Fortinet $FTNT +2% Crowdstrike $CRWD +3% ZScaler $ZS +3% Shares are helped by ZScaler's earnings report with stronger than anticipated non-GAAP EPS...
19. π’ bullish @BramVGenechten β (2,657 followers Β· π7 π1 π¬0)
> Fortinet's Operating Margins keeps expanding. Operating excellence. $FTNT https://t.co/zsnm5GesmH
20. βͺ neutral @Quality_stocksA β (38,779 followers Β· π3 π0 π¬2)
> When the market decided that valuation doesn't matter, it can go high (before the fall) Today's performance Palo Alto $PANW +4% Fortinet $FTNT +2% Crowdstrike $CRWD +3% ZScaler $ZS +3% Shares are helped by ZScaler's earnings report with stronger than anticipated non-GAAP EPS...
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 8 neutral Β· π΄ 0 bearish Β· ποΈ 4 spam filtered
Influencer share: 100% (accounts > 10K followers) Β· Retail share: 0% (< 2K) Β· Rocket emoji rate: 12%
1. βͺ neutral @TheProfInvestor β (138,240 followers Β· π277 π17 π¬13)
> I'd expect some intra theme rotation $MRVL Ran $NVDA Ran $AMD Ran Now I am seeing primed names $ARM : Cup & Handle similar to Apr 2026 $INTC : Coming towards 110 gap fill. Gap fills = Support $AVGO : Same look before it went up 50-70% last two times. https://t.co/3I...
2. βͺ neutral @TheProfInvestor β (138,241 followers Β· π277 π17 π¬13)
> I'd expect some intra theme rotation $MRVL Ran $NVDA Ran $AMD Ran Now I am seeing primed names $ARM : Cup & Handle similar to Apr 2026 $INTC : Coming towards 110 gap fill. Gap fills = Support $AVGO : Same look before it went up 50-70% last two times. https://t.co/3I...
3. βͺ neutral @StockMKTNewz β (1,154,262 followers Β· π98 π8 π¬6)
> Advanced Micro Devicesβ $AMD CEO plans to meet with the head of Samsung Electronicsβs semiconductor business - Bloomberg
4. βͺ neutral @StockMKTNewz β (1,154,262 followers Β· π98 π8 π¬6)
> Advanced Micro Devicesβ $AMD CEO plans to meet with the head of Samsung Electronicsβs semiconductor business - Bloomberg
5. βͺ neutral @Sam_Badawi β (55,701 followers Β· π18 π3 π¬3)
> This isnβt the $NVDA Vera Rubin NVL72 killer. This isnβt the $AMD Helios killer. This isnβt even the $GOOGL TPU, $AVGO, or $MRVL custom-silicon killer. This is the $CBRS CS-4 behemoth built for a different battle: ultra-fast AI inference at massive scale. And itβs confirme...
6. βͺ neutral @Sam_Badawi β (55,701 followers Β· π18 π3 π¬3)
> This isnβt the $NVDA Vera Rubin NVL72 killer. This isnβt the $AMD Helios killer. This isnβt even the $GOOGL TPU, $AVGO, or $MRVL custom-silicon killer. This is the $CBRS CS-4 behemoth built for a different battle: ultra-fast AI inference at massive scale. And itβs confirme...
7. βͺ neutral @AIStockSavvy β (41,727 followers Β· π16 π3 π¬2)
> π’ ππππ ππ: $AMD AMD CEO Lisa Su plans to meet Samsung Electronics' head of semiconductor business on Wednesday. ππ
8. π’ bullish @josenajarro β (12,748 followers Β· π28 π0 π¬0)
> What The Chip Happened To AI & Semiconductor Investors Today? 1) AMD $AMD plans to substantially increase chip supply in 2027, Lisa Su told Reuters in Taipei. Her visit focused on expanding CPU and GPU production. That follows AMDβs August 4 forecast for server CPU revenue to...
9. βͺ neutral @AIStockSavvy β (41,727 followers Β· π16 π3 π¬2)
> π’ ππππ ππ: $AMD AMD CEO Lisa Su plans to meet Samsung Electronics' head of semiconductor business on Wednesday. ππ
10. π’ bullish @josenajarro β (12,748 followers Β· π28 π0 π¬0)
> What The Chip Happened To AI & Semiconductor Investors Today? 1) AMD $AMD plans to substantially increase chip supply in 2027, Lisa Su told Reuters in Taipei. Her visit focused on expanding CPU and GPU production. That follows AMDβs August 4 forecast for server CPU revenue to...
11. ποΈ spam @DavidVanKnapp11 β (37,669 followers Β· π24 π0 π¬0)
> Just 1 e year ago, I told you: $DELL was $64 (now $574) $AMD was $78 (now $649) $INTC Intel was $20 (now $112) $BE Bloom Energy was $22 (now $295) $MU Micron was $61 (now $1,045) $NBIS Nebius was $19 (now $249) $SNDK Sandisk was $27 (now $1,660) I said to buy, but you didn...
12. ποΈ spam @DavidVanKnapp11 β (37,671 followers Β· π24 π0 π¬0)
> Just 1 e year ago, I told you: $DELL was $64 (now $574) $AMD was $78 (now $649) $INTC Intel was $20 (now $112) $BE Bloom Energy was $22 (now $295) $MU Micron was $61 (now $1,045) $NBIS Nebius was $19 (now $249) $SNDK Sandisk was $27 (now $1,660) I said to buy, but you didn...
13. π’ bullish @Sam_Badawi β (55,701 followers Β· π8 π0 π¬5)
> $AMD CEO Lisa Su is heading to South Korea this week, with meetings expected around Samsung and $SKHY SK Hynix as AMD works to secure more memory supply for its rapidly expanding AI chip roadmap. Samsung already supplies HBM3E for AMDβs AI accelerators. https://t.co/01Yld7V7Lf
14. ποΈ spam @vip92226041 β (71,288 followers Β· π14 π0 π¬3)
> Just 1 e year ago, I told you: I gave you $MU was $298 - it did 12.8x I gave you $AMD was $267 - it did 5.2x I gave you $NBIS was $83 - it did 8.4x I gave you $BE was $86 - it did 8.6x I gave you $DELL was $124 - it did 5x I gave you $INTC was $36 - it did 6.1x Don't fo...
15. π’ bullish @Sam_Badawi β (55,701 followers Β· π8 π0 π¬5)
> $AMD CEO Lisa Su is heading to South Korea this week, with meetings expected around Samsung and $SKHY SK Hynix as AMD works to secure more memory supply for its rapidly expanding AI chip roadmap. Samsung already supplies HBM3E for AMDβs AI accelerators. https://t.co/01Yld7V7Lf
16. ποΈ spam @vip92226041 β (71,288 followers Β· π14 π0 π¬3)
> Just 1 e year ago, I told you: I gave you $MU was $298 - it did 12.8x I gave you $AMD was $267 - it did 5.2x I gave you $NBIS was $83 - it did 8.4x I gave you $BE was $86 - it did 8.6x I gave you $DELL was $124 - it did 5x I gave you $INTC was $36 - it did 6.1x Don't fo...
17. π’ bullish @MikeLongTerm β (27,712 followers Β· π15 π0 π¬2)
> $AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner π¨π¨π¨ TLDR: Called it. I was only projecting 5-10% increase in CapEx from TSMC, we are talking...
18. π’ bullish @MikeLongTerm β (27,712 followers Β· π15 π0 π¬2)
> $AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner π¨π¨π¨ TLDR: Called it. I was only projecting 5-10% increase in CapEx from TSMC, we are talking...
19. π’ bullish @HedgeMind β (76,005 followers Β· π10 π3 π¬1)
> π $AMD + $NVDA \| AI Momentum Is Driving the Market Higher Both AI chip leaders hit new all-time highs today. πΉ $AMD β Touched a fresh ATH of $658.52 πΉ $NVDA β Scaled to a fresh ATH of $243.37 AI remains the marketβs strongest leadership theme. π Chips are leading. π AI inf...
20. π’ bullish @HedgeMind β (76,005 followers Β· π10 π3 π¬1)
> π $AMD + $NVDA \| AI Momentum Is Driving the Market Higher Both AI chip leaders hit new all-time highs today. πΉ $AMD β Touched a fresh ATH of $658.52 πΉ $NVDA β Scaled to a fresh ATH of $243.37 AI remains the marketβs strongest leadership theme. π Chips are leading. π AI inf...