A visual dashboard for the five-window X.com look-back across memory and optical/photonics baskets. The goal is to compare descriptive sentiment deltas against a normalized impact-potential feature.
| Basket | Window | Status | Notes |
|---|---|---|---|
| Memory / semiconductors | Jul 7–11 | complete | all expected queries returned |
| Memory / semiconductors | Jul 14–18 | complete | all expected queries returned |
| Memory / semiconductors | Jul 21–25 | complete | all expected queries returned |
| Memory / semiconductors | Jul 28–Aug 1 | complete | all expected queries returned |
| Memory / semiconductors | Aug 4–8 | complete | all expected queries returned |
| Optical / photonics | Jul 7–11 | complete | all expected queries returned |
| Optical / photonics | Jul 14–18 | complete | all expected queries returned |
| Optical / photonics | Jul 21–25 | complete | all expected queries returned |
| Optical / photonics | Jul 28–Aug 1 | partial | errored: axti, optical_terms |
| Optical / photonics | Aug 4–8 | failed | errored: lite, cohr, aaoi, axti, optical_terms |
| Window | Status | Posts | Impr. | Hybrid | Capped | Δ capped | Impact | Quality |
|---|---|---|---|---|---|---|---|---|
| Jul 7–11 | complete | 393 | 823,297 | 7.5 | 7.5 | — | 5.6 | 0.84 |
| Jul 14–18 | complete | 405 | 1,687,904 | 13.6 | 14.4 | 7.0 | 10.7 | 0.79 |
| Jul 21–25 | complete | 447 | 1,991,218 | 25.4 | 24.6 | 10.2 | 18.4 | 0.82 |
| Jul 28–Aug 1 | complete | 416 | 884,137 | 13.2 | 12.9 | -11.7 | 9.3 | 0.84 |
| Aug 4–8 | complete | 439 | 713,173 | 22.5 | 22.5 | 9.6 | 16.6 | 0.86 |
| Window | Status | Posts | Impr. | Hybrid | Capped | Δ capped | Impact | Quality |
|---|---|---|---|---|---|---|---|---|
| Jul 7–11 | complete | 379 | 786,245 | 17.6 | 17.6 | — | 20.6 | 0.87 |
| Jul 14–18 | complete | 401 | 1,603,338 | 18.8 | 18.9 | 1.4 | 22.8 | 0.85 |
| Jul 21–25 | complete | 404 | 1,231,068 | 23.5 | 24.1 | 5.2 | 25.4 | 0.74 |
| Jul 28–Aug 1 | partial | 244 | 807,817 | 21.5 | 22.0 | -2.1 | 22.0 | 0.82 |
| Aug 4–8 | failed | X API credits depleted — no usable data | ||||||
Investors: Man the memory cycle is really getting long in the tooth, these stocks look tired. The memory cycle: https://t.co/dozIc6JPrB https://t.co/IUN2jNNtFE
https://x.com/atelicinvest/status/2075965289087586349Remember 1 year ago: $NVDA Nvidia was $92 (now $206) $RKLB Rocket Lab was $18 (now $98) $MU Micron was $72 (now $984) $SNDK Sandisk was $32 (now $1,850) $AMD AMD was $78 (now $552) Told you to buy, but you didn’t know me! Don’t w…
https://x.com/AnessHusseinAli/status/2076009900602196078HBM was built for Artificial Intelligence. It's not where data sits. It's where AI thinks. Stupid analysts keep pricing it like a storage commodity cycle. You and I are the contrarians on the other side of that trade. Stay early.…
https://x.com/TradexWhisperer/status/2076009410464550980I have seen a lot of people do dumb things in my life. FOMO’ing into $DRAM, $MU & $SNDK at the peak of the memory cycle could be one of the dumbest. https://t.co/ADCKm4uDy9 https://t.co/EvbbYUacbt
https://x.com/antibearthesis/status/2076010233319600464Bernstein: This Time Is Different for Memory $SNDK $MU > Bernstein, which maintains it $3000 price target for Sandisk, notes that legacy semiconductor LTAs offered limited downside protection: Microchip customers delayed “non-…
https://x.com/RJCcapital/status/2076073510049321051@canadachris404 I believe we see $1150-1200 here in short order. I’m betting this way. $MU
https://x.com/neilsbhatia/status/2076084777279431052Kimi K3 costs as much to run as GPT 5.6 Sol Max. More than GPT 5.6 Terra Max. It's not just OpenAI and Anthropic burning through HBM anymore. Every new frontier model from every competitor adds another layer of memory demand at t…
https://x.com/TradexWhisperer/status/2078552321974522016DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to pla…
https://x.com/WOLF_Financial/status/2078612780153016637$MU while everyone was chasing $MU at 1200 three weeks ago, i posted the 870 buy zone. today it printed 804. they panic. i buy. buying here. exactly where i said i would. this is what patience looks like. three weeks of watching.…
https://x.com/MrTinvests/status/2078173616601248065Kimi K3: same intelligence tier, same cost tier as GPT 5.6 Sol Max. No efficiency breakthrough. No cost collapse. Just another frontier model burning the same compute and the same memory as everyone else. $MU $SKHY $DRAM https://…
https://x.com/TradexWhisperer/status/2078558056246612013$MU The current semi sector sell-off is solely due to deleveraging. It's not the Kimi model or any FUD tied to memory efficiency or CapEx control. Once the leverage is leveled off, the market will shoot up just as fast because, r…
https://x.com/_HalalTrader_/status/2078534868107948232Chamath said on the latest All-In on Apple: “I haven't really seen Apple act very litigiously in 25 years in Silicon Valley, so that's obviously a concerning data point for OpenAI.” I almost fell out of my chair. Here’s what Fabl…
https://x.com/PatrickMoorhead/status/2078602422600229045Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand. "I think we have the ability as a…
https://x.com/firstadopter/status/2081158480447098882A MESSAGE TO THE AI BEARS When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margi…
https://x.com/StockSavvyShay/status/2081047650003231145$SKHY $MU $DRAM 2 gigawatts. That is SK Telecom declaring itself a hyperscaler. You have no idea how bullish that is. Context on 2 GW: Enterprise data center: 10 to 50 MW Hyperscale campus: 100 to 500 MW Elite AI campuses (Micros…
https://x.com/TradexWhisperer/status/2081083364476588292NEW: 🇺🇸🇨🇳 Apple wants to use Chinese memory chips to lower the prices of their products, Micron the only major U.S. memory chip maker, is lobbying against, per WSJ Apple is lobbying the Trump administration to allow it to use mem…
https://x.com/Megatron_ron/status/2081149536215396567The same people who were chasing stocks at the top are now suddenly bearish after a pullback. If you thought buying then made sense, explain why buying now doesn't. The risk/reward is way more attractive today than it was at the …
https://x.com/babyfolio/status/2081043293681438742NEW: 🇺🇸🇨🇳 Apple wants to use Chinese memory chips to lower the prices of their products, Macron the only major U.S. memory chip maker, is lobbying against, per WSJ Apple is lobbying the Trump administration to allow it to use mem…
https://x.com/Megatron_ron/status/2081146861004402964Past Week, Roundhill sold 3M Shares of Samsung to Buy CXMT for DRAM Monday - Wednesday, Roundhill sold about 1M shares of Samsung each day. Tuesday and Wednesday, they purchased 65M of the new Chinese publicly traded memory maker…
https://x.com/The_AI_Investor/status/2083680780925157549$MU $SKHY Microsoft is showing measurable evidence of returns on capex. Bullish. $MSFT Azure and other cloud services: +43% (accelerated from prior quarter; Azure annual revenue exceeded $100 billion for the first time in FY26) O…
https://x.com/TradexWhisperer/status/2083610381923361087The man who wrote the essay that started the entire AI boom just got DESTROYED by it. Goldman Sachs, JPMorgan, and Bank of America teamed up to liquidate their own client overnight. Leopold Aschenbrenner left OpenAI in 2024 and p…
https://x.com/Ric_RTP/status/2083680591040688525$MU path to 1k or 600 by Friday $1,000 by Friday Aug 7 is +21.5% in five sessions July went 1,154 to 823.03 = -28.7%with a lower-high sequence of 1,255 → 1,011 → 990 → 931. That said, here is the strongest honest case 1. The move…
https://x.com/itsjcmerlo/status/2083660887685263782At its core, my thesis is simple for this week $SNDK $MU After Griffin revealed his naughty tricks memory stocks ripped like 30%+ The next day was end of month.. on a Friday which at a high level = - large funds repositioning / p…
https://x.com/itsjcmerlo/status/2083672693350543484512Gb NAND spot has started to roll over from the peak DRAM has not The interesting part of these charts is the divergence $MU $SKHY https://t.co/d69Y1Rn7lE
https://x.com/intelfabs/status/2083517261915316271A brief history of Citi analyst Atif Malik’s Micron price targets over the past year: Sep 2025: $150 → $175 🟢 — stronger DRAM cycle + AI demand Late 2025: → $240 🟢 — improving DRAM/HBM outlook Mar 2026: $385 → $430 🟢 — surging me…
https://x.com/The_AI_Investor/status/2085995112622960827A month ago, I gave you: $AXTI is up 129.66% after my warning at $38.57 $MSFT is up 32.90% after my warning at $376.21 $NET is up 24.35% after my warning at $241.48 Next, I am warning,Believe it or not: $SKHY will be over $200 by…
https://x.com/BillBrooklyn10/status/2086170847669293474$SNDK $MU $SKHY From J.P. Morgan Margin plateaus, sales keep climbing. Operating profit keeps growing even with flat OPM. Exactly my point. Bullish, just not crazy 1000%-in-a-year bullish. Send the Q flying, mfs ⚡ https://t.co/l6…
https://x.com/ren_stocks/status/2086177224940564928Memory stocks probably going to open down 5-10% Monday if the sentiment sticks $MU $SNDK $SKHY https://t.co/llr9GBRiyw
https://x.com/optionscjp/status/2086174583682650526I personally find it very convenient how sell-side firms like Citi and various Korean brokerages have cut their memory price targets after the recent 30-50% sell-off. They've dropped their multiples to match the share price movem…
https://x.com/ParadisLabs/status/2086236849161347093🚨 Citi cut its price target on $MU Micron from $1,400 to $1,150, while maintaining a Buy rating. The bank cited a more cautious outlook for DRAM and NAND pricing heading into next year. It also lowered its valuation multiple from…
https://x.com/TehLamboX/status/2086070243676586433AI Interconnect for Data Centers (Watchlist) Breakdown of companies worth researching that could be great buying opportunities for the long-term: 1. Lasers & modules: $SIVE, $COHR, $LITE, $AAOI 2. Analog chips: $SMTC 3. Conne…
https://x.com/athuinvests/status/2075994554378207695Don't trade these growth stocks at all! 1. $ONDS | Aerial and Ground Defense Leaders 2. $IREN | AI Data Center Infrastructure Leader 3. $NBIS | Full-Stack AI Cloud Leader 4. $AAOI | AI Optical Networking Leader 5. $ALAB | AI Conn…
https://x.com/StonkValue/status/2076038334875685284BofA: Soitec > Upside Already Priced In: BofA believes Soitec's Photonics-related upside is fully valued by the market. Consensus expectations imply a high growth rate that already prices in acceleration from Near/Co-Packaged …
https://x.com/pequityresearch/status/2076074218890956979Some of the multibaggers i sold early. $AXTI at $1.50 $ASYS at $5 $NVTS $4 $CMPS $5 Who knew they will do so well in short time. Now i am counting on $DARE and $SKYX and will find another gems in correction.
https://x.com/Gubloinvestor/status/2075753831955144752$AXTI - daily sell signal. Tested EMA 200 times. Weak - likely fall thru —- $WYFI - sell signal. Losing steam. daily - Tested 39.2 level 5 times and cannot break out. Why? Smart Money parking their sell order right there. Bearish…
https://x.com/iamsohot2020/status/2075710926049718550$NVDA $MU $SNDK $LITE This is a great distinction. Single-user SaaS vs. multi-user enterprise SaaS deployments. I agree. Single-user is at much greater risk of disintermediation by GAI. https://t.co/TnzjOqqPi7
https://x.com/TheValueist/status/2075947000130838930UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $31 • $NBIS $160 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $3 • $BE $192 • $NVTS $8 • $VRT $245 AI Connectivity • $AVGO $368 • $ALAB $251 • $CRDO $183 • $MRVL $168 AI Hard…
https://x.com/StockSavvyShay/status/2078477442138943916Geran-4 "Seeker" features an electro-optical terminal guidance system that combines AI-powered machine vision, a secure video/data link, and Human-in-the-Loop targeting. It enables real-time target selection, autonomous terminal …
https://x.com/HEMemarian/status/2078506793731285349Now let's look at $LITE Market cap: ~$57B Next-quarter guide: ~$985M (+21.8% QoQ, +104.9% YoY) Next-12M revenue: $4.6–5.0B, 85–100% growth Exit margins: 48–50% gross, 37–40% operating Lite site at some of the most constrained lay…
https://x.com/crux_capital_/status/2078325890069496311Many photonics names are down 30-50% from their highs. A great time to revisit the value chain and best positioned businesses: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • …
https://x.com/InvestingVisual/status/2078162354953424933📉📈 The strangest six weeks I've tracked in a while. The prices went one direction. The filings went the other. $EOSE → stock red YTD. Record revenue, record $807M backlog, collections above revenue, Pentagon added to the customer…
https://x.com/RosannaInvests/status/2078536276341375107$NVDA $MU $SNDK $LITE If you want to be cynical (maybe it is not even being cynical) certain insiders have known about the US’s coming increase in military activity in Iran. They started selling out driving the momentum/GAI unwin…
https://x.com/TheValueist/status/2078487716451295362A MESSAGE TO THE AI BEARS When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margi…
https://x.com/StockSavvyShay/status/2081047650003231145$AAOI Here's the plan 👀 I suspect price has completed Wave A here so a buy does make sense with 63% upside to Wave B. Personally I'm staying patient for Wave C to finish at $50 where I'll buy heavy. Wave 3 target: 749% 🚀 https://…
https://x.com/EchoAnalysis/status/2081107720145375737Let’s jump inside the pool💦Who wants to join?😏 Dua Lipa, Ester Esposito, Ana de Armas👙 👉🏻Subscribe for more content⚡️ Nano Banana Pro via Hailuo AI Prompt: An authentic 8k RAW night portrait photography in a 9:16 aspect ratio, ca…
https://x.com/KeorUnreal/status/2081018320136921523Short video for you guys about the short position I took in $AAOI back in June at $197; ended up being a 54% ROI in shares alone (I have puts) and I'm not really known for my great short positions. As most of you know I've been i…
https://x.com/HeidingOut/status/2081163451028705570My price targets for EOY: $KRKNF -> $12 $ASTS -> $160 $MU -> $1,200 $SNDK -> $2,350 $KXIAY -> JPY 140,000 $SKHY -> KRW 3,800,000 $AMPG -> $12 $AAOI -> $280 $EQR.AX -> 0.75 AUD Forget about the short-ter…
https://x.com/EhrmantrautCap_/status/2081037502920495241How does $MRVL rank vs Neoclouds and memory? How Melvin ranks the three sectors he's covered recently from safest to riskiest over a 36 month horizon: - Neoclouds (safest) - Memory (second) - Photonics (highest risk, highest rewa…
https://x.com/MilkRoadStocks/status/2081031795110478117Notes on $AAOI ahead of Q2 earnings next week: For the TLDR thesis: $AAOI is the only Western vertically integrated transceiver maker with its own InP laser fab pointed directly at the 800G/1.6T ramp. Currently undergoing capacit…
https://x.com/ParadisLabs/status/2083634757234287069AI data centers are running short of lasers, the ones that move data between servers over fiber. $LITE is sold out through 2027. $COHR says the shortage is capping its data center growth. Lite-On (2301 TT), one of the main power …
https://x.com/statementdog/status/2083470289678250444WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS AI Utilities • $IREN $105 (+184%) • $NBIS $410 (+116%) • $HUT $263 (+139%) • $CORZ $55 (+139%) • $CRWV $167 (+132%) Photonics • $AAOI $220 (+120%) • $LITE $1,300 (+70%) …
https://x.com/burak_finance/status/2083508289208209618Main options account went up this week by $61,460 Closed profits from Options/stock Trading: $32,836 🔥💰 Mostly due to $NVDA covered calls and capital gains and Short Puts for $AMD $MU $NVDA $AMZN $AAOI $CRWD $GOOGL $CRWV and Long…
https://x.com/WealthCoachMak/status/2083625508680392784My favorite flows from Friday, short list but we have some good names. Contract with total premiums listed below $COHR 240P 8/14/2026 $3.6M $CRWV 80C 9/18/2026 $6.2M $KORU 20C 9/18/2026 $2.2M $GOOG 375C 8/28/2026 $3.1M $SPY $QQQ …
https://x.com/A_Najumi/status/2083655002317373844Despite a historic Momentum crash in July… Momentum crowding is STILL in the 93rd %ile versus history. 🤯 $MTUM $DRAM $SNDK $AAOI https://t.co/5AosFm6SRi
https://x.com/Marlin_Capital/status/2083669340906205344Source project: /Users/rayai/.openclaw/workspace/projects/weighted-sentiment-signals
Run directory: /Users/rayai/.openclaw/workspace/projects/weighted-sentiment-signals/data/runs/lookback-2026-07-07-to-2026-08-08
Summary JSON: /Users/rayai/.openclaw/workspace/projects/weighted-sentiment-signals/data/runs/lookback-2026-07-07-to-2026-08-08/summary.json
Data quality JSON: /Users/rayai/.openclaw/workspace/projects/weighted-sentiment-signals/data/runs/lookback-2026-07-07-to-2026-08-08/data_quality.json
Generated file: /Users/rayai/.openclaw/workspace/projects/weighted-sentiment-signals/reports/historical-lookback-dashboard-2026-08-09.html
Generated at: 2026-08-09T16:26:58