See which stocks are pulling investors into the conversation, what the crowd is saying, and whether the attention is broad or concentrated.
Top stocks by X chatter · rolling 30-day window
Western Digital reports earnings Thursday, following Seagate's beat-and-miss reaction. JPMorgan projects NAND prices up 18%, while peers show mixed technical setups and valuation gaps.
Research →Seagate reported record Q1 revenue of $4.23B and EPS of $7.68, beating estimates, with Q2 guidance significantly above consensus. Despite the strong results, the stock reportedly fell approximately 6% in after-hours trading, suggesting high expectations or sector-wide pressure.
Research →TSMC reportedly plans to raise CoWoS advanced packaging prices by 10-20% as demand spreads from GPUs to CPUs and ASICs. Supply chain sources indicate buyers have stopped negotiating, with equipment lead times stretching to eight months.
Research →Celestica reportedly reported Q3 revenue of $5.83B, beating estimates, and raised its 2027 revenue guidance to $40B. The company attributes growth to accelerating AI infrastructure demand and multi-generational product ramps.
Research →Open any ticker to investigate the catalyst, price action, filings, earnings, news, positioning, and risks.