Top-performing stocks on X (12-month)

Top-performing stocks tracked on X

Top stocks based on 1Y%

Sandisk Corporation$SNDK

Hardware, Equipment & Parts

$1,354.82-3.99%

1Y+3163.1%

19,163 posts+29%

Mixed sentiment

SanDisk is deep in its worst drawdown of the past year, down roughly 32% from a $2,354 all-time high on June 22 and testing $1,485-$1,600 support after losing both the 20-DMA and 50-DMA for the first time since August 2025. Bulls emphasize AI datacenter NAND demand, the WDC storage-boom read-through, and describe management as consistently shaking out weak hands before major breakouts; several posters flag $2,000 as a reasonable re-test target and treat the sub-$1,600 zone as sale prices. Bears highlight highest daily volume in two months (distribution), triggered daily sell signals, and clean head-and-shoulders topping patterns across MU, LRCX and AMD that could take the whole memory complex materially lower before basing.

Driven by hype

SanDisk is the pure-play NAND flash maker that spent years in the memory-bust wilderness — until AI inference workloads made storage the new capacity constraint. The stock is up more than 20x from a year ago and just started digesting the run. • The demand shift is real and structural: Q3 FY26 revenue grew 251% YoY, gross margin expanded from 26% two quarters ago to 78%, and operating margin hit 69% — memory pricing power is where the earnings leverage lives, and it's showing up in the P&L cleanly. • Analyst consensus is pricing another cycle leg: FY27 revenue is modelled at ~$48B versus ~$20B FY26, so the 51x trailing P/E is only cheap if the NAND upcycle runs another two years — a memory-price rollover would break that math immediately. • The insider action is scheduled harvesting, not distribution: officer Bernard Shek sold $1.25M on July 1 at $2,088 — meaningful in absolute dollars, tiny against total holdings, and reads like RSU-vest sale rather than a signal. The August 5 print and the imminent SK Hynix U.S. ADR debut are the two nearby tells. A clean FY27 guide plus in-line NAND ASP commentary re-extends the run; any hint of memory-price softening — or a hyperscaler inventory build-out finishing — snaps the whole memory-comp complex in the same direction.

Abivax S.A.$ABVX

Biotechnology

$136.65-0.81%

1Y+1221.6%

349 posts-5%

Mixed sentiment

Abivax chatter frames a live buyout drama. CEO Marc de Garidel raised $920M in an 8x-oversubscribed secondary and is publicly telling CNBC the cash lets Abivax prepare for a solo U.S. ANKTIVA-alternative launch instead of relying on an acquirer, alongside carefully hinted M&A optionality (Top 10 drug, best-ever UC P3 results). Bulls read the posture as classic negotiating leverage that raises the eventual buyout price and set year-out call spreads with a 150/200 strike bet. Bears counter that management is destroying option value by refusing a deal, that acquisition hype is already unwinding toward a $125 fair value, and that the raise itself implicitly signals no imminent buyout on Monday.

Driven by hype

Abivax is a French biotech developing obefazimod for ulcerative colitis (UC) — the miRNA-modulating oral drug that just delivered strong Phase 3 data setting up an NDA submission. The stock is up 1,447% over the past year, one of the strongest biotech runs of the cycle. • Revenue is zero with -$0.96 EPS estimate — this is a clinical-stage biotech; the entire equity value is on obefazimod's UC commercial launch trajectory. • The $920M cash raise (July 6 close) via a $800M offering at $125/ADS 4-5x oversubscribed — real institutional demand and a war chest that changes management's M&A leverage posture completely. • Piper Sandler PT bump to $175 (from $165) with 2035 US UC revenue estimate of $4.2B (from $3.7B) — real sell-side conviction, and the CEO's 'best defense is offense' CNBC framing supports the negotiating-stance interpretation. • Sofinnova (French VC) filed 13D/A Amendment 6 on July 6 — continued major-shareholder engagement; the $920M raise means Abivax could self-fund a US launch, changing the strategic calculus. • 52-week position 92nd percentile with position vs 50-day MA +18% — the tape is fully confirmed; the September 14 earnings is procedural, but the operational trajectory matters more. September 14 Q2 earnings is procedural; the real catalyst is the ongoing NDA path plus any M&A signaling. NDA submission on time plus a definitive strategic-buyer conversation is where the +1,447% T12M gain continues; a Phase 3 durability concern or a walked-back solo-launch commitment is where the multiple compresses. Real biotech phenomenon with real cash to execute — the setup rewards continued regulatory progress.

Erasca, Inc.$ERAS

Biotechnology

$19.17+0.79%

1Y+1186.6%

759 posts+35%

Bearish sentiment

Erasca is being described as one of the more contested oncology names. Bears delivered the most concrete critique: ERAS discontinued its entire internal pipeline (4 drugs in clinic) plus Naporafenib over the past four years, the stock is down 50%+ on April Phase 1 data, and July updates were still Phase 1 ORR with small N. One short thesis is 'why doesn't ERAS have mouse tumor data compared to daraxonrasib' - the standard prior-competitor data that ERAS conspicuously omits, which the shorts read as evidence the molecule under-performs. Bulls counter with a KOL vomiting-differentiation angle for pancreatic-cancer patients, and one longer-term poster argues 'ERAS is not a me-too for RVMD, it's the history of drug development.' JPMorgan initiated TNGX at OW $46 which peripherally reinforces the ERAS skeptical read.

Driven by hype

Erasca is a clinical-stage precision-oncology biotech focused on RAS-mutant tumors — KRAS/NRAS/HRAS pathway mutations that account for a large share of colorectal, pancreatic, and lung cancers. Positive early data from ERAS-0015 drove the tape explosively higher. Where the setup nets out: • Zero commercial revenue with severe burn: FY27 consensus revenue is $7.5M against a $5.8B market cap — the equity is entirely priced on future clinical outcomes. • The offering just landed and it was large: July 14 pricing of 31.4M shares at $17.50 (raised ~$517M gross) lets Erasca fund the ERAS-0015 pivotal program — but the dilution is meaningful. • Legal noise is escalating: multiple 'securities fraud class action' press releases through July are boilerplate follow-on to any biotech that both ran up and then diluted. • Position confirms the euphoria: YTD +413%, t12m +1,220%, and the $517M raise into strength is management's own tell they're comfortable diluting at these levels. • Merck M&A speculation exists (paired with RNGX in the community's mind) — worth acknowledging but not investable without more signal. The forward view: the August 11 Q2 print handles cash runway; the real catalyst is the ERAS-0015 differential-efficacy data expected later this year (lung vs pancreatic cancer) — that either validates the run or gives it back. A Revolution Medicines competitive-data readout or a specific IP-overlap dispute with RVMD would break the cooling into a real reset.

Bloom Energy Corporation$BE

Electrical Equipment & Parts

$214.96+3.98%

1Y+784.2%

2,440 posts-5%

Mixed sentiment

Bloom Energy is at the center of a genuine short-report versus long-thesis fight. The bull leg is a $1.7B Industrial Development Funding and Oaktree investment to deploy Bloom fuel cells behind the meter for Nebius AI infrastructure, with Jim Cramer publicly telling viewers to buy and Clear Street reiterating a Hold with a $290 target. The bear leg is two short reports in one week: Hunterbrook alleges Bloom is materially reliant on Chinese scandium despite CEO denials, and Crossroads Capital followed with a piling-on note, sending the stock down about 10%. The top and representative streams disagree directionally on whether the scandium narrative is fatal or a fadeable dip.

Alumis Inc.$ALMS

Biotechnology

$28.66+5.25%

1Y+716.5%

39 posts-60%

Bullish sentiment

Alumis chatter is emphatically bullish. Cantor reiterated Overweight on ALMS. Stifel reiterated Buy at $44 with positive PT analysis on upcoming SLE data (3Q26) - said 'study will likely be successful.' ALMS hit ATH at $31 finally breaking $30 resistance with 3.9B market cap. Community models target 7.5B. Chart bulls target $111 with invalidation at $29 rejection. Community groups ALMS with PTGX as oral I&I companies making great progress. Community broadly long.

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.

Lumentum Holdings Inc.$LITE

Communication Equipment

$732.82+3.77%

1Y+614.0%

1,721 posts+27%

Mixed sentiment

Lumentum is being discussed as a battered optical-sector leader. Rosenblatt attributes the recent weakness to CPO delay reports and China capacity scares rather than fundamentals, notes photonics are trying to defend a low for the first time in three months, and calls Lumentum the strongest of the group; the fresh KraneShares $LUMA ETF puts LITE at 7.15% top weighting. Bulls cite Aehr's blowout as a positive read-through into AI-photonics demand and point to Morgan Stanley naming LITE alongside COHR as a key CPO laser supplier. Bears are actively shorting LITE alongside AAOI, SIVE and COHR, one contributor rotated their entire photonics book from LITE to Tower Semiconductor, and posts warn the optical bubble may have popped.

Western Digital Corporation$WDCStrong Fundamentals

Computer Hardware

$477.22+2.23%

1Y+612.1%

2,832 posts+21%

Bearish sentiment

Western Digital is at the epicenter of the memory selloff. WDC dropped -12% in a single session alongside MU -12%, SNDK -15% and STX -10%, and Kevin Warsh's warning that AI spending may be outrunning monetization (citing early signs of overcapacity in memory chips) reinforced the reset narrative. WDC has finally flushed below the 50DMA after multiple bounces. Bulls note that WDC delivered a 60% run and six straight gap-ups following a prior 1,500% two-year move, so much of the profit-taking is legitimate and 'the memory bubble may have popped' language is starting to appear. One AI-blood-buyer trader flagged WDC alongside MRVL and PWR as bounce candidates. The dominant tone is capitulation and profit-taking rather than accumulation.

SELLAS Life Sciences Group, Inc.$SLS

Biotechnology

$13.19+12.26%

1Y+594.2%

1,456 posts+21%

Bullish sentiment

SELLAS Life Sciences is being framed as a squeeze setup around GPS (galinpepimut-S) trial data. Bulls describe the Phase 3 GPS trial as running for 66 months since February 8, 2021, with all 126 patients enrolled 28 months ago and IDMC over four years showing no futility and no safety concerns - a durability read they treat as bullish. Additional catalysts include SLS009 pipeline optionality and GPS potentially becoming the new standard of care for the target indication. Traders flag a 550,000-share buy at $12.79 close, Schwab lend-borrow requests as a squeeze tell, and support levels at $13.85, $15.57 and $17.20. Bears would only note the multi-year enrollment timeline; the sample has no substantive bear content, only a stacked-FTD chart claim of naked shorting.

Churchill Capital Corp XI Warrants$CCXIW

Shell Companies

$7.00+2.64%

1Y+566.7%

1 posts0%

Bullish sentiment

CCXIW warrants are moving alongside the CCXI common as posters describe steady yo-yo grinding higher into the Agility Robotics SPAC completion. The tone is redemption-toast bullish — 'highest sales triggering after $16.50 taps for the 4AM Club' and 'the future Agility going up daily.' No bearish thread in this sample; warrants are being treated as the leveraged expression of the CCXI thesis rather than as a standalone story.

Celcuity Inc.$CELCHot on

Biotechnology

$88.38+0.10%

1Y+542.8%

448 posts+31%

Bullish sentiment

Celcuity received first FDA approval for REVTORPYK on July 14 (three days early), with the label covering gedatolisib plus fulvestrant, with or without palbociclib, in HR+/HER2-, PIK3CA wild-type advanced breast cancer. Both doublet and triplet regimens made it onto the label, which posters call a materially better outcome than the base case. The stock nonetheless sold off after approval on a slight launch delay into Q3, and bulls are aggressively buying under $90 ($85-96 add posts), describing the setup as a 'label/indication read' rather than a rejection. Bulls model expansion from 2L to 1L ABC with promising prostate data as a possible path to backbone status in two of the most common cancers. The main critical note is Baker Brothers trimming, which one poster reads as concerning.

Oruka Therapeutics, Inc.$ORKAHot on

Biotechnology

$92.70+11.63%

1Y+503.5%

404 posts+45%

Bullish sentiment

Oruka Therapeutics is at $88.70+ in after-hours, up $16+ on no news - 'values the company at $5.2B now, nice rally from less than $11.' H.C. Wainwright reiterated ORKA Buy with $120 PT (commenting on the APGE/ABBV M&A deal). Posters frame ORKA as one of the top 3 after exiting APGE shares (alongside RVMD and LBRX). The APGE/ORKA/SYRE/RLAY rally is being described as 'looks too good to be true.' Tone is loud bullish on the M&A read-through and chart breakout.

Spyre Therapeutics, Inc.$SYRE

Biotechnology

$100.23+6.49%

1Y+493.4%

46 posts-15%

Bullish sentiment

Spyre Therapeutics is at $100+ - up $12 in a session without news. SYRE has a half-life-extended TL1a moAb and a half-life-extended IL23+TL1a bispecific (NOT coformulation) with Sanofi investment. Cowen has SYRE on its 'Best Smid Cap Ideas' list - 'Better Ingredients = Better IBD Combos + $30B Rheum Upside.' The company has doubled from prior chart-of-the-day post. Bears note no revenues and drugs are years from market. SYRE is down premarket on Fairmount selling 4.5M shares. Tone is bullish on the pipeline and analyst note.

Praxis Precision Medicines, Inc.$PRAX

Biotechnology

$314.41+2.01%

1Y+472.3%

26 posts-30%

Bullish sentiment

Praxis Precision Medicines announced a strategic collaboration with Remagine Labs to develop transdermal ulixacaltamide for essential tremor, including an equity investment in Remagine Labs. PRAX rose 2.8% on a strong day for CNS names alongside XENE (+10.4%), CMPS (+7.5%), and RAPP (+5.8%), with traders framing it as an oversold-name recovery from June panic selling.

Liquidia Corporation$LQDA

Biotechnology

$79.94+6.20%

1Y+447.5%

270 posts+23%

Bullish sentiment

Liquidia is being described as increasingly bulletproof relative to the pulmonary-hypertension competitive set. Bulls emphasize a superior Yutrepia product with scripts ramping faster than INSM and UTHR, CEO Roger Jeffs's credibility, and the TPIP overhang lifting after competitor data showed only 21% of patients achieved the target 640ug dose - reinforcing Yutrepia as standard of care. Posters call for new highs 'next week' and note that recent selling has been almost entirely pre-planned Rule 10b5-1 stock-option-vesting flow (~100k shares in the low $71s) rather than fundamental exits. The main bearish thread is generic weakness dragging the broader XBI, but posters uniformly frame that as noise around a structural product win.

Relay Therapeutics, Inc.$RLAY

Biotechnology

$19.91+2.79%

1Y+445.5%

269 posts+39%

Bullish sentiment

Relay Therapeutics is being framed as a bull-case strong-day catalyst: 'comparing to CELC' sets up RLAY favorably, surging pre-market with recent large July put sales going to $15 strike, and large June OI calls remaining. Bulls cite RLAY's mutant-selective program as the comp setup. The bear voice is contained — Zovega Ph3 primary completion not until April 2028.

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.

Aehr Test Systems$AEHRHot on

Semiconductors

$81.05-3.74%

1Y+423.6%

3,161 posts+74%

Bullish sentiment

Aehr Test Systems delivered a blowout print: FY2027 revenue guidance of $130-150M implies 160-200% growth, and management explicitly framed this as conservative because it excludes memory revenue and a newly benchmarked customer. The stock spiked as much as +40-50% intraday, then faded to a still-strong +22-30% close. Freedom Broker upgraded to Buy with a $110 target, treating the guide as a firm conversion schedule backed by record bookings. Bulls extend the thesis to the silicon-photonics customer ramp with follow-on orders, ISE Labs/ASE burn-in partnership with Sonoma and FOX platforms, and $TRT-linked burn-in-board supply. The most notable skepticism is trader-side: the fade off the highs punished chasers at $107-108.

Dianthus Therapeutics, Inc.$DNTH

Biotechnology

$105.6+10.75%

1Y+418.9%

23 posts0%

PendingInsufficient posts on X for reliable sentiment analysis.

Definium Therapeutics, Inc.$DFTX

Biotechnology

$44.29+0.43%

1Y+398.8%

489 posts+17%

Bullish sentiment

Definium Therapeutics (formerly MindMed/MNMD) is one of the biggest beneficiaries of the Eli Lilly/AtaiBeckley deal. The stock traded above $50 after-hours, above a $49.20 52-week high, and posters cite the psychedelic-basket lift including DFTX up from $11 to $48. Unusual options activity is loud: a $2.2M block bought August 21 $50 calls at $5.45 and $162,810 of July 17 $60 calls at $0.90. Bulls highlight the Wired for Worry GAD initiative, imminent Q3 GAD data as the next binary, and long-tenured MNMD holders now compounding gains. The primary skeptical thread is a tactical warning that DFTX is now trading meaningfully above the ATAI deal metric, so a short-term digestion pullback is possible; the underlying thesis is uniformly constructive.

Maase Inc.$MAAS

Asset Management

$19.76-5.68%

1Y+391.5%

242 posts+11%

PendingInsufficient posts on X for reliable sentiment analysis.

Vicor Corporation$VICR

Hardware, Equipment & Parts

$237.62+3.13%

1Y+391.1%

124 posts+31%

Bullish sentiment

Vicor chatter is emphatically bullish. VICR is being re-discovered by 'the father of OpenClaw' with rich/connected friends loading the dip. Community frames VICR's moat as 'not just power components' but 'the physics that let AI data centers scale' - a mispriced re-rate opportunity. VICR has run 450%+ over the past year and finally got the retracement - a dip-buying opportunity. Community groups VICR with FPS and WOLF at attractive levels. Community broadly long.

Tower Semiconductor Ltd.$TSEM

Semiconductors

$234.1-1.61%

1Y+378.3%

422 posts+12%

Bullish sentiment

Tower Semiconductor announced a ~$3B expansion in Japan for silicon photonics (SiPho) 300mm, SiGe, and advanced packaging, with the Japanese government providing ~$1B in subsidies (net ~$2B for TSEM), and raised 2028 guidance. This coincides with a broader foundry expansion cycle (UMC, TSEM, INTC all expanding), which bulls model as revenues-and-margins inflecting into next year. TSEM has already overtaken Lumentum as one prominent photonics fund's main position over the past two quarters (having exited LITE and redeployed into TSEM). Stock-token trading shows TSEM catching momentum alongside AAOI, POET and SKHY. The tape's frustration is that semis are still selling off despite bullish reads through TSEM, ASML and AEHR earnings. Sentiment is fundamentally constructive; the risk is tape-driven near-term.

Revolution Medicines, Inc.$RVMD

Biotechnology

$186.16+3.90%

1Y+376.7%

254 posts+11%

Bullish sentiment

Revolution Medicines chatter is bullish clinical-data momentum. Guggenheim raised RVMD PT to $235. ESMO-GI takeaways: daraxonrasib steadily moving forward in 1L PDAC as monotherapy adjuvant. Community awaits CRC data. All of ARWR, RVMD, IONS, ERAS and ANL are winners in the community's framing. RM-055 vs ERAS 0015 competitive dynamics are being discussed - RVMD's proprietary process potentially blocking parallel development. Community broadly long.

MaxLinear, Inc.$MXL

Semiconductors

$71.84-3.44%

1Y+360.8%

788 posts+31%

Mixed sentiment

MaxLinear chatter is a technical inflection debate. Bulls buy the dip ('bought MXL here, details coming soon') and see connectivity to broader AI-infrastructure and satellite themes. Bears flag MXL as having a similar 'build and unwind' pattern to AXTI - i.e., a failed move higher followed by a fast move lower. Adjacent posts flag MXL's FWA order forecast as one of several catalysts for GCTS's August earnings alongside AMZN/GSAT PRA progress, Skylo, IRDM, and possible AVGO tethering. The setup lands mixed - MXL is on watchlists but not yet triggering aggressive accumulation, and the AXTI-style unwind comparison is a real bear tell. Sentiment is neutral tactical rather than directional.

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Abivax S.A.$ABVX

Biotechnology

$136.65-0.81%

1Y+1221.6%

349 posts-5%

Mixed sentiment

Driven by hype

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