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@maxlevrge Avatar @maxlevrge DanielTrades

DanielTrades posts on X about $mu, business, supported, $tsm the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence stocks technology brands

Social topic influence $mu, business, supported, $tsm

Top assets mentioned Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM)

Top Social Posts

Top posts by engagements in the last XX hours

"The rise in Micron $mu is well supported by fundamentals. Not only surging volumes but prices and margins. Business is shifting to specialized HBM partnering with $tsm for custom base die integration (HBM4E). Mistake to value this as the same commodity business it has been"
X Link 2025-12-13T12:13Z XXX followers, XX engagements

"@ScroogeCap I think if it were true it would still be for only the initial ramp in H2 2026. 2026 they are fully allocated and supplying HBM3E for Blackwell so likely tapped out of supply anyhow till 2027. It is in Nvidia best interest to have Micron as a key supplier"
X Link 2025-12-16T21:43Z XXX followers, XX engagements