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LunarCrush Stocks

@LC_stocks

Social Intelligence for Stocks Powered by @LunarCrush

 California, USA
lunarcrush.com/en/categories/stocks
Joined August 2019
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Chips dragged the Nasdaq to a 2.8% close, and the chip crowd got bigger every hour on the way down. Accounts posting about AMD rose about 30% between early morning and mid-afternoon, and they rose in every hour in between. Our call: the room is quieter by Monday, not louder.
Line chart of accounts posting about AMD by hour on Oct 30, 2026, rising from about 5,700 at 4am ET to 7,333 at 3pm ET, growth of about 30%.

ALT Line chart of accounts posting about AMD by hour on Oct 30, 2026, rising from about 5,700 at 4am ET to 7,333 at 3pm ET, growth of about 30%.

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Roblox ($RBLX) guided Q4 bookings down 10% to 15% on Thursday's call, and the reaction was about 18 times a normal day of conversation. A day later the room is still filling up, still arguing about EU child safety rules, still praising a game called Steal An Egg. Our take: the people who showed up for that number are not the people who own the stock.
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Regeneron's room tripled this morning and then talked about everything except the quarter. The 36% revenue jump is in the release; the conversation is a new FDA approval, the Dupixent run, and what the melanoma readout does next. Sentiment barely moved. For a biotech, is the print ever the story?
Line chart of Regeneron creators per hour on October 30, rising from 46 at midnight ET to 171 by 11AM ET. Hero figure: 3.1 times the pre-release pace.

ALT Line chart of Regeneron creators per hour on October 30, rising from 46 at midnight ET to 171 by 11AM ET. Hero figure: 3.1 times the pre-release pace.

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Glaukos ($GKOS) makes eye implants, and on Thursday it closed up 33.7%. Its whole day of conversation fit inside 208 accounts. Our call: the crowd arrives for the next print, not this one.
Glaukos closed at $242.48 on Oct 29, up 33.7% on the session, on 208 mentions.

ALT Glaukos closed at $242.48 on Oct 29, up 33.7% on the session, on 208 mentions.

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Sandisk ($SNDK) is splitting its stock eight for one, the move a board makes when a four-figure share price has become an obstacle. Its crowd cooled 8 points against the week anyway, the sourest tone in nearly two weeks. A split is the friendliest announcement a board can make, and this room gave it nothing.
Sentiment around Sandisk fell to 70% on Oct 29, 8 points below its prior week average of 78%.

ALT Sentiment around Sandisk fell to 70% on Oct 29, 8 points below its prior week average of 78%.

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More accounts posted about Fortinet ($FTNT) yesterday than on any day in the past month, about 3.6 times its usual. The stock closed down 20%. And the room still cannot agree on what the release said: the supportive half calls it a beat, the critical half a miss. Our take: a split verdict after a 20% day is a crowd that got blindsided, not one that saw it coming.
Fortinet drew 1,716 creators on Oct 29, 3.6 times its 30-day average and the most of any day this month.

ALT Fortinet drew 1,716 creators on Oct 29, 3.6 times its 30-day average and the most of any day this month.

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Thursday's selling was a Nasdaq problem, but the exchange people talked about was the other one. Conversation about the New York Stock Exchange ran four times its usual pace, its widest crowd in a month. Nasdaq's looked like any other day. Rotation, or the GM listing switch?
Conversation about the New York Stock Exchange ran 4.2 times its 30-day average on Oct 29 with creators at 2.6 times average, against 1.1 times engagements and 1.2 times creators for Nasdaq.

ALT Conversation about the New York Stock Exchange ran 4.2 times its 30-day average on Oct 29 with creators at 2.6 times average, against 1.1 times engagements and 1.2 times creators for Nasdaq.

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Exxon's release this morning carried a $20 billion buyback for 2027. Conversation about the company is running about 1.6 times a normal hour since, and barely any of the lift is new accounts. If a number that size cannot widen a mega-cap's audience, what can?
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CNBC had Alphabet on course for its biggest ever post-earnings drop today, and its conversation ran about 1.2 times a normal day. Roughly 390 million engagements, top of the board, Tesla and Spotify behind it. Our read: this board ranks popularity, not news, and a 12% drop in a mega-cap barely moves it.
Table of 24-hour engagements for US-listed companies: Alphabet 389.8M, Tesla 184.7M, Spotify 130.1M, Microsoft 120.9M.

ALT Table of 24-hour engagements for US-listed companies: Alphabet 389.8M, Tesla 184.7M, Spotify 130.1M, Microsoft 120.9M.

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This morning we said Intel's sentiment would move further than Amazon's after tonight's reports. In the first hour after the releases, Intel's tone fell 22 points from the hour before. Amazon's fell 8. Intel is the smaller crowd by a wide margin, and it is the one that flinched. Is a thin, angry crowd a better read on a print than a big calm one?
Card showing Intel sentiment down 22 points in the hour after its report, against Amazon down 8 points in the same hour.

ALT Card showing Intel sentiment down 22 points in the hour after its report, against Amazon down 8 points in the same hour.

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Marvell's crowd is 91% positive about the company spending money. Bloomberg reported it is in advanced talks to acquire Lumentum, and conversation about Marvell ($MRVL) ran nearly seven times its daily average. Acquirers' shareholders are usually the ones who grumble about the price. This one is cheering the buyer.
Card showing Marvell's Oct 29 engagements at 6.9 times its 30-day daily average, with sentiment at 91%.

ALT Card showing Marvell's Oct 29 engagements at 6.9 times its 30-day daily average, with sentiment at 91%.

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Almost nobody posts about ServiceNow on a normal day. Today it drew about 11 million engagements, roughly ten times its average, and CNBC has the stock ($NOW) down 25% on fears AI will eat enterprise software. The AI-eats-software thesis has lived on podcasts for two years. Now it has a comment section.
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The other name on tonight's calendar is Intel, and its crowd is quieter than its own daily average, at 84% sentiment. Relaxed, for the most argued-over turnaround in semis. Our call: its sentiment moves further overnight than Amazon's, on a fraction of the attention.
Card reading Intel reports tonight and nobody is loud, with a hero figure of 84% sentiment going into tonight's report and engagements running below the daily average.

ALT Card reading Intel reports tonight and nobody is loud, with a hero figure of 84% sentiment going into tonight's report and engagements running below the daily average.

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Sales fell, guidance came down, and the stock closed up 12% on Wednesday. Wingstop ($WING) reported domestic same-store sales down 5.4% last quarter, and engagements ran about four times their 30-day average. Which part of that does the crowd actually believe?
Wingstop share price and daily engagements from Oct 13 to Oct 28, 2026. The close rises to $138.57 on Oct 28 and that day's engagement bar is about four times the daily average.

ALT Wingstop share price and daily engagements from Oct 13 to Oct 28, 2026. The close rises to $138.57 on Oct 28 and that day's engagement bar is about four times the daily average.

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Amazon reports after today's close and drew less conversation in the last 24 hours than its own daily average. Walmart, worth about a third as much, pulled roughly eleven times the engagement. The crowd tracks the stores it walks into, not the cloud line that moves the print.
Card reading Amazon reports tonight to a quiet crowd, with a hero figure of 11x for Walmart engagements versus Amazon's over the last 24 hours.

ALT Card reading Amazon reports tonight to a quiet crowd, with a hero figure of 11x for Walmart engagements versus Amazon's over the last 24 hours.

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Microsoft ($MSFT) climbed 3.6% premarket on the cash-flow beat, per Reuters. Last night still wasn't its biggest social day of the week. Tuesday was, as the buyout story spread, and that day pulled more conversation than the earnings day did. The Street has its answer on the quarter. The crowd is still arguing about the headcount.
Bar chart of Microsoft daily engagements from Oct 19 to Oct 28, 2026. The report day, Oct 28, is highlighted at 103M engagements, 1.9 times the 30-day average, and the previous day's bar is taller.

ALT Bar chart of Microsoft daily engagements from Oct 19 to Oct 28, 2026. The report day, Oct 28, is highlighted at 103M engagements, 1.9 times the 30-day average, and the previous day's bar is taller.

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Alphabet and Microsoft both reported tonight. The widest crowd in US stocks today still belonged to Alphabet by a distance, 67,679 separate accounts, and Microsoft did not make the top five. Spotify, Uber and Reddit did. This counts people rather than engagements, which is the only version of attention where consumer names and mega-caps are measured the same way. Does crowd width tell you anything the engagement count doesn't?
Table of US stocks by separate accounts posting in the last 24 hours: Alphabet 67,679, Tesla 37,266, Spotify 32,003, Uber 31,017, Reddit 28,077.

ALT Table of US stocks by separate accounts posting in the last 24 hours: Alphabet 67,679, Tesla 37,266, Spotify 32,003, Uber 31,017, Reddit 28,077.

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Fewer than 200 separate accounts posted about Flex today. That is the whole conversation around a $34 billion company that just raised its full-year outlook on cloud and power infrastructure, and it was still Flex's widest crowd in a month. Our read: this is where AI capex lands when the name carries no retail following, and attention screens will keep walking past it.
Bar chart of separate accounts posting about Flex each day from Oct 19 to Oct 28, 2026, rising to 192 on Oct 28, the widest crowd in a month.

ALT Bar chart of separate accounts posting about Flex each day from Oct 19 to Oct 28, 2026, rising to 192 on Oct 28, the widest crowd in a month.

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Oracle ($ORCL) spent its analyst day handing out long-term targets, and engagements ran about 14 times their earlier hourly pace. Sentiment went 78% to 79%. The room got a lot louder without getting much wider: about 1,100 accounts were in it, on a day the stock closed up 11%, per CNBC.
Bar chart of Oracle engagements per hour from 6am to 3pm ET, rising to 1.1 million in the final hour, about 14 times the prior 24-hour average.

ALT Bar chart of Oracle engagements per hour from 6am to 3pm ET, rising to 1.1 million in the final hour, about 14 times the prior 24-hour average.

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Eight companies report after today's close and the attention is all on two of them. The interesting one is T-Mobile: it goes in at 58% sentiment, the low end for anything this size on earnings eve. Our call is it produces the biggest overnight sentiment swing of the eight.
Table of sentiment for four companies reporting after Wednesday's close: T-Mobile 58 percent, Microsoft 68 percent, Alphabet 77 percent, Chipotle 79 percent.

ALT Table of sentiment for four companies reporting after Wednesday's close: T-Mobile 58 percent, Microsoft 68 percent, Alphabet 77 percent, Chipotle 79 percent.

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