AI Infrastructure stocks on X

AI Infrastructure stocks trending on X

The full infrastructure stack behind AI — GPU and ASIC chip designers, data-center supply chain, high-speed networking, memory, and storage; plus the AI analytics platforms and GPU cloud providers that complete the compute chain. These are the AI-infrastructure names with the most chatter on X right now.

AI Infrastructure stocks trending on X

Top stocks by X chatter

Everpure, Inc$PSTGHot on

Computer Hardware

$86.22+9.14%

1Y+61.9%

19 posts

PendingInsufficient posts on X for reliable sentiment analysis.

Proven numbers

Pure Storage (which the bundle calls 'Everpure' due to entity-naming overlap) is putting up clean acceleration. Q4 FY26 revenue grew 20% YoY to $1.06B with 70% gross margin and 8% operating margin; EPS $0.30. Stock is +26% YTD and +62% trailing-year. • Sell-side models FY27 revenue ~$4.37B and EPS ~$2.29, building to FY29 revenue ~$5.51B and EPS ~$3.35 • ROE 14%, ROIC 3.4%, FCF yield 0.9%, debt/equity 0.15 — premium SaaS-storage profile • Stock sits 48% of 52-week range, essentially at 50-day MA and slightly below 200-day MA — uptrend digesting recent gains • SA: 'priced for perfection' but 'will keep riding the AI hype' — bull/bear sell-side framing • No insider events captured; June 12 8-K (annual meeting) appears tagged to the wrong entity per the filing summary; routine AGM otherwise No crowd sentiment captured. The AI/hyperscale capex tailwind and price-increase commentary are the operational hooks. Watch the next earnings release (date not disclosed in bundle), hyperscale-customer commentary, and FlashArray adoption metrics.

ASML Holding N.V.$ASMLHot on

Semiconductors

$1,747.58-2.09%

1Y+134.6%

3,980 posts+56%

Bullish sentiment

ASML delivered a blowout Q2: revenue of €9.3B up 21%, net income of €2.9B up 27%, and management raised full-year 2026 guidance to €43-45B, implying about 35% YoY growth. The EUV order book is essentially sold out through 2028, guided at 65 units in 2026, 85 in 2027 (near-fully booked) and 110 in 2028. A wave of analyst PT hikes followed, including Argus to $2,100, RBC to $2,100 and Futurum to $2,580, and BofA raised revenue estimates 13-15% across 2026-28. The one skeptical note: the stock traded flat despite the beat, which posters read as 'priced for perfection' rather than a break in the story.

Proven numbers

ASML is the sole global supplier of extreme-ultraviolet (EUV) lithography systems — the multi-hundred-million-dollar machines every leading-edge fab (TSMC, Samsung, Intel, SK hynix) requires to print sub-3-nanometer chips. The Q2 print reset the story: revenue and guide both up materially, PT hikes across the Street, and the stock still up 54% year to date. • The Q2 print was a genuine acceleration, not a beat-and-hold: revenue grew 21% YoY to €9.3B, net income rose 27% to €2.9B, and management raised the full-year 2026 revenue guide to €43-45B — an implied ~35% YoY growth rate that shrinks the argument that ASML is a slower-cycle name. • The EUV backlog is the moat that matters: 65 EUV systems guided in 2026, 85 in 2027 (already near-fully booked) and 110 in 2028 — a monopolist with a near-sold-out order book two years out is unusually protected against demand hesitation from any single customer. • The Street re-rated in one week: Argus and RBC lifted to $2,100, Futurum to $2,580, and BofA raised revenue estimates 13-15% across 2026-28 — a coordinated PT rebase like that is what turns a sold-into rally into a follow-through move. • The risk the tape is under-pricing is China: a 2Q10-K worth of export-restriction risk sits under the stock, and the CNBC piece about ASML walking the US-China 'tightrope' is not academic — a single new export-control rule on immersion DUV would reset the mid-cycle revenue mix immediately. What extends the run is Nvidia and TSMC capex language into the fall reaffirming leading-edge wafer demand into 2027-28; what breaks the setup is a China-focused export-control step from Washington or Brussels that carves out a real percentage of the DUV service line.

Celestica Inc.$CLSHot on

Hardware, Equipment & Parts

$301.34-0.83%

1Y+85.0%

322 posts+44%

Bullish sentiment

Celestica raised FY26 guidance to $19.0B revenue (+53% YoY) as its Connectivity and Cloud Solutions segment captured massive AI data-center orders, and 21-year insider Steven Dorwart was named segment President succeeding retiring Jason Phillips. Traders describe Minor Wave 3 targets around $619 and label CLS one of the greatest opportunities on the market at current fundamentals.

Proven numbers

Celestica is the electronics-manufacturing-services specialist whose Connectivity and Cloud Solutions segment has captured massive AI data-center orders — the specific EMS play on hyperscaler capex. The stock is going into July 27 earnings on a raised FY guide. Why the setup reads: • The FY26 guide raise is the specific catalyst: revenue guided to $19.0B with +53% YoY growth is the specific numerical evidence for the AI-datacenter thesis playing out through CLS's book — that's not extrapolation, it's management commitment. • Fundamentals are best-in-class EMS: 29% return on invested capital at 8% operating margin — the specific numbers that let Celestica earn a premium EMS multiple. • The tape has cooled into earnings: sitting 18% below the 50-day but 6% below the 200-day at 47% of the 52-week range with today's -9.2% drop — a healthy pullback into the specific catalyst window. • The management transition is a specific tell: 21-year insider Steven Dorwart being named segment President succeeding retiring Jason Phillips is the specific continuity signal that says operational execution stays on track. July 27 earnings is the trigger. A number confirming FY26 guide execution plus specific commentary on Connectivity segment order-book extends the leg; a soft Q with muted guide commentary is the specific setup that would compress the multiple back to peers.

Smartbird, Inc$BIRDHot on

Apparel - Footwear & Accessories

$2.70-5.26%

1Y-77.4%

112 posts+123%

Mixed sentiment

BIRD chatter splits into two disconnected stories. On the equity side, Allbirds - which announced three months ago it was transitioning from a failed shoe retailer into an AI company - is now down about 88% from that day's 10x spike, essentially round-tripping the news back to sub-baseline. On the memecoin side, a Solana 'Larry the $BIRD' community token is being marketed as the internet's most iconic bird with X's 20th anniversary, deployed alongside a @BirdScan_io Robinhood Chain intelligence app tracking ecosystem tokens, tokenized stocks, RWAs, AI and DeFi. Bulls insist patient holders will win and speculate that Elon will tweet about the mascot. The two threads point in opposite directions and use the same ticker.

Super Micro Computer, Inc.$SMCIHot on

Computer Hardware

$24.17-2.07%

1Y-54.2%

19,259 posts+46%

Bullish sentiment

Super Micro chatter is bullish breakout. SMCI closed 7%+ higher on Wednesday after launching Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure - the turnkey solution simplifies edge-AI deployment. Loop Capital is 'pounding the table' arguing SMCI is trading below worst-case scenario, using an ARM-adjacent framework of undervaluation. Options traders posted +125% wins on SMCI calls in copy-trading alerts and community sees a downtrend-line test at $27.60 as a breakout trigger. Traders describe $35 as the next upside node target with $28 ceiling and $29.5 as intermediate. No bear content.

Amphenol Corporation$APH

Hardware, Equipment & Parts

$151.2-1.27%

1Y+48.3%

628 posts+38%

Bullish sentiment

Amphenol chatter is small but constructive: posters call APH the standard-setter in data-center interconnects, flag a clean breakout above resistance now acting as support, and include APH on multi-name focus lists alongside $ANET/$CRWD/$DELL/$AMD/$MU/$VRT/$NVDA for AI-infrastructure/humanoid overlap. One trader specifically re-entered after selling and would not want to miss the breakout. No bear voice in the sample.

TTM Technologies, Inc.$TTMI

Hardware, Equipment & Parts

$132+1.43%

1Y+185.6%

312 posts+47%

Bullish sentiment

TTM Technologies announced the opening of a new Ultra-High-Density Interconnect printed circuit board manufacturing facility in Syracuse, New York, with the stock at $221.47 (+5.03). Needham raised its price target and posters cite TTMI as a strategic AI and defense infrastructure compounder. Bulls cite TTMI alongside HLIT as decade-long-base breakouts, with the $26.39 entry now at $216.44 demonstrating the parabolic move pattern.

United Microelectronics Corporation$UMC

Semiconductors

$21.25-4.67%

1Y+182.2%

1,152 posts+35%

Bullish sentiment

United Microelectronics chatter frames UMC as holding up incredibly well and potentially leading a semi recovery, June revenue +15% year over year and flattish month over month, and UMC appearing on an early-morning bullish scan alongside AMAT, LRCX, ANET, WDC, CRDO and TXN. Unusual dark-pool activity is also flagged, reinforcing a stay-with-the-trend, long-term AI infrastructure conviction stance.

nVent Electric plc$NVT

Electrical Equipment & Parts

$154.92+0.83%

1Y+100.6%

413 posts+47%

Bullish sentiment

nVent Electric moves higher on the co-packaged optics and data-center power-cooling thesis as investors pair it with VRT, ECL, and NOK. Posters argue CPO adoption forces bespoke cooling strategies rather than generic afterthought thermal management, favoring integrated players. VRT's 30% quarterly revenue growth and $15B backlog anchor the broader power-and-cooling reference frame.

Nokia Oyj$NOK

Communication Equipment

$10.12-2.51%

1Y+111.7%

3,333 posts+36%

Mixed sentiment

Nokia is a broken chart with an intact narrative into July 23 earnings. Bulls emphasize the launch with Nvidia of the industry's first commercial AI-RAN platform (starting pilots this year, commercial 2027, targeting 2x spectral efficiency by 2028), a $25M insider buying disclosure earlier in the year, a defense partnership with NestAI, ~49% YoY AI/Cloud growth, and President Trump publicly naming Nokia in a speech alongside Eli Lilly. Skeptics counter that the stock is down about 35% from highs and $10-11 is well below the CEO, Senior Manager and Chief-of-Staff insider purchase prices, that Ericsson is weighing on the whole complex, and that a broad AI unwind is dragging the name down.

Keel Infrastructure Corp.$KEEL

Software - Services

$3.95+0.38%

1Y+265.7%

2,368 posts+9%

Bullish sentiment

Keel Infrastructure just secured City of Sherbrooke approval to consolidate three Bitcoin-mining sites into a single 96 MW AI/HPC campus using existing power, plus a Quebec land purchase agreement, alongside a senior hire from Turner & Townsend for hyperscaler-grade project controls. The macro tailwind is PJM's disclosed 6.8 GW power shortfall for 2028-29, which posts frame as an explicit pricing tailwind for behind-the-meter power. The bull case targets $13-15. The bear or frustrated thread notes that the stock cracked $4 despite the good news, questions whether short suppression is capping the tape, and cautions that the neocloud group is still selling off; the tone is patient conviction under short-term pressure.

Advanced Micro Devices, Inc.$AMD

Semiconductors

$495.76-1.03%

1Y+209.1%

48,260 posts+25%

Bullish sentiment

AMD is being framed as the credible number-two AI GPU story heading into the Advancing AI event. Stifel raised its price target to $635 with a Buy rating, calling EPYC an AI winner and pointing to the MI450 and Helios rack; several posts flag Meta-driven inference share gains and argue the sentiment has shifted from 'do we even need AMD' to 'AMD is winning.' Multiple contributors expect a strong upcoming quarter and see the stock's relative strength through the semis pullback as a tell. The bear thread is narrower: a break below $500 targets $480-460 and a couple of posters flag deleveraging pressure and heavy fails-to-deliver.

Lightwave Logic, Inc.$LWLGRising on

Chemicals - Specialty

$6.23-0.95%

1Y+236.8%

730 posts+47%

Bullish sentiment

Lightwave Logic chatter is bullish. LWLG is +450% YoY. Webinar conclusion: 'Lightwave Logic EO Polymer, Processes, and Designs are Ready for 400Gb/s Device Developments' - a major technical milestone. Bulls point out cash concern is not immediate. Chart traders watching a bounce at the lower boundary of the uptrend channel. Some technical noise (active sell signals in photonics). Community broadly long.

GLOBALFOUNDRIES Inc.$GFSRising on

Semiconductors

$57.48-1.30%

1Y+42.1%

112 posts+10%

Bullish sentiment

GlobalFoundries is being framed as a strategic hub for the emerging CPO/quantum-security ecosystem. Concrete bull threads: partnership with Sivers Semiconductors ($SIVE) supporting a $25B market by 2030 across CPO, LPO and SCALE; partnership with SEALSQ ($LAES) to fast-track pre-certified PQC security IP, secure chiplets and Hardware Root of Trust architectures; and a Sivers-to-AMD-to-Microsoft/Meta/Oracle/OpenAI chain of custody where SIVE makes the laser, GFS builds the platform, and AMD puts it into next-gen chips for hyperscalers. Bulls also flag GFS as one of the tier-1 foundries validating LAES's technology (materially reducing 'vaporware scam' risk). The main critical thread is a technical warning that if INTC closes below key support, TSM/GFS/TSEM/UMC could all fall further. Overall constructive.

Taiwan Semiconductor Manufacturing Company Limited$TSMRising on

Semiconductors

$398.37-2.77%

1Y+62.2%

11,794 posts+26%

Bullish sentiment

TSMC delivered a decisive Q2 print: revenue of NT$1.27T, +36% YoY, gross margin around 67.7% with operating margin near 60.3%. Capex was raised to $60-64B (from $52-56B) with a call for capex over the next three years to be 'even more significantly higher.' Posters frame this as unequivocal confirmation that the AI-chip buildout is not slowing, and pair it with ASML raising 2026 guidance again as evidence that the entire supply chain is ramping. The most notable skeptical thread is trader-side: TSM finished only marginally higher than it opened on the print and semis broadly kept selling off, which some read as 'priced for perfection.' Overall the tape supports 'save-the-market' expectations for the group into further reports.

Lumen Technologies, Inc.$LUMNRising on

Telecommunications Services

$6.28-0.48%

1Y+43.1%

729 posts+51%

Bullish sentiment

Posts describe Lumen rallying 40% from a prior long-term chart post with a pullback to the 0.887 fib expected as the eventual bottom. Bulls call Wall Street valuing LUMN like a distressed legacy utility while missing the high-margin infrastructure pivot hiding in plain sight. Contributors also cite LUMN as an OTM premium-harvester setup where the rate-of-change matters more than a stock bounce.

Quantum Corporation$QMCORising on

Computer Hardware

$10.63+10.73%

1Y+13.3%

103 posts+40%

Bullish sentiment

Quantum Corp golden-crossed on the daily (50 DMA above 200 DMA) ahead of fiscal Q3 2026 earnings Monday after-hours. Authors flag unusual call buying in December $25 OTM strikes (73 percent OTM), with the AI-driven unstructured-data tape-storage strategic-shortage thesis as the bull case.

POET Technologies Inc.$POETRising on

Semiconductors

$7.39-3.65%

1Y+14.8%

1,331 posts+36%

Bullish sentiment

POET Technologies chatter is bullish accumulation. Citadel (Ken Griffin) filed a Schedule 13G revealing a 5.9% stake (10,110,970 shares) in POET - one of the biggest market makers accumulating while retail 'left for dead.' POET rebounded as investors rotated back into AI infrastructure. Bulls emphasize photonic-integration for next-gen AI clusters where electrical interconnects become the bottleneck. Community groups POET with WOLF as high-short catch-up trades. Traders lament POET being 'depressing down here' from double-digits. Community expects a rebound as Base and AI narratives return.

Samsara Inc.$IOTRising on

Software - Infrastructure

$38.32+2.30%

1Y+0.4%

540 posts+55%

Bullish sentiment

Samsara chatter emphasizes accelerating growth with leading indicators still pointing to durable demand, and an expanding Connected Operations Platform adding AI agents, fleet safety, shipment-visibility and other products. Traders reference $IOT among top Voltick Holy Grail Setups caught at $34.80 with recent RSB exits at $200, and IOT appears alongside TSLA, META and BABA on this week's stretch and holy-grail scanner win lists.

CoreWeave, Inc. Class A Common Stock$CRWVRising on

Software - Infrastructure

$73.21+0.41%

1Y-44.6%

3,100 posts+30%

Mixed sentiment

CoreWeave is one of the sharpest AI-datacenter drawdowns in the sample, roughly -46% to -50% from ATH alongside the broader neocloud selloff. Bulls point to $17M of insider buying last week, a backlog that reportedly grew from $99.4B to $130B+, take-or-pay contracts, Gartner Visionary placement in the Cloud AI Infrastructure Magic Quadrant, and 33.8% short interest as a squeeze setup. Bears counter that the stock is down every day, that the entire neocloud group has broken key support levels together, and that even patient dip-buyers are seeing $80 flip to resistance. The consensus target is a bounce back toward $100 if the group can hold.

SharonAI Holdings, Inc. Class A Common Stock$SHAZRising on

Information Technology Services

$63.64-2.99%

1Y-33.0%

631 posts+12%

Bullish sentiment

SharonAI Holdings chatter is emphatically bullish. B. Riley Securities initiated coverage with Buy and a $124 PT, and FactSet consensus mean PT sits at $120.88. Leopold Aschenbrenner disclosed an increased stake, and 'sovereign DC' bulls note that leaked Anthropic docs show plans for 1.4GW capacity from Australia (~$21.6B), with SHAZ and IREN specifically building Australian sovereign data centers. Chart bulls describe a high-tight flag off the daily 50 SMA with buy signals printing, and price moving from $68-70 to $83 with $100+ within reach. Multiple '20% pump potential' watchlist mentions alongside CCXI/OPEN/PENG. There is no meaningful bear thread.

Ciena Corporation$CIENStrong Fundamentals

Communication Equipment

$374.41-3.70%

1Y+341.5%

160 posts-25%

Bullish sentiment

Ciena is described as basing strong after selling off, with the narrative improving as related sector names light up (LITE +$85, LASR +$17, GLW ~$20). Bulls argue the market has yet to wake up to Ciena's trajectory, though at least one trader flagged bearish distribution with CVD dropping sharply.

Micron Technology, Inc.$MUStrong Fundamentals

Semiconductors

$848.95-0.50%

1Y+649.6%

70,629 posts+31%

Bullish sentiment

Micron dominates the conversation as the cheapest, most obvious AI beneficiary despite a recent -5% pullback. Posts repeatedly frame it as a mid-single-digit forward P/E stock projected to earn record profits in 2027 and again in 2028, with a fresh long-term memory supply agreement signed with Qualcomm and a Bloomberg piece highlighting ~250% sales growth. Bulls argue DRAM pricing has years of runway and that late buyers panicking above $900 are misreading a still-early cycle. Bearish takes are limited to short-term technicals around the $880 level and to holders who chased the top.

NVIDIA Corporation$NVDAStrong Fundamentals

Semiconductors

$202.81-2.21%

1Y+17.2%

97,346 posts+1%

Bullish sentiment

The conversation reads as Nvidia reasserting leadership after a semiconductor pullback. Jensen Huang's message that the AI cycle is still in its early stages is being widely amplified, alongside launches of the T2000 and T3000 Blackwell-based robotics modules, a 140MW Vera Rubin AI factory in Japan, an AI-native RAN platform with Nokia, and reports that Alibaba, ByteDance and DeepSeek may be cleared to buy H200 chips. Bulls repeatedly note the stock trades at a lower forward P/E than the S&P 500 while growing faster. Skeptical voices are limited and mostly worry about circular AI startup capex, not Nvidia's own numbers.

Seagate Technology Holdings plc$STXStrong Fundamentals

Computer Hardware

$787.66+5.66%

1Y+436.8%

2,366 posts+0%

Bullish sentiment

Seagate chatter is bullish but currently below 50DMA alongside SNDK/WDC/INTC/NVDA/SOXX/SMH. Susquehanna maintained Neutral and raised STX PT to $775 - a big jump. Ron Wyden tracker (Senate finance committee) holds STX alongside NVDA/AAPL/GOOGL/AMAT. Community also has $STX Stacks crypto discussion including Hachi Bounty and Bitcoin staking on Stacks. Community broadly long the memory-cycle bottom.

See the AI verdict on every ticker

Sentiment is what the crowd says. The verdict is the research behind it — fundamentals, filings, insider activity — on every name in this theme.

ASML Holding N.V.$ASMLHot on

Semiconductors

$1,747.58-2.09%

1Y+134.6%

3,980 posts+56%

Bullish sentiment

Proven numbers

AI Infrastructure stocks trending on X

AI Infrastructure stocks trending on X

From chatter to a researched verdict — automatically.

We watch every day.

AI reads the crowd, in plain English.

AI validates with analyst-level research.

Free to sign in. Built for retail traders.

AI verdict on every ticker

Track this theme

Watchlists + Trusted Accounts

AI Infrastructure stocks trending on X