X US Stock Investment & Trading: A "De-Noised" List of 50 Key Influencers
- Core View: Based on content activity, information value, and analytical frameworks over the past 90 days, we've curated a list of 50 accounts on X most worth following in the US stock investment and trading space. These are categorized into three main groups: Core US Stocks, Tech/AI/Semiconductors, and News/Datasets. The goal is to help investors optimize their information feeds and uncover supplementary trading signals.
- Key Elements:
- Selection criteria include: sustained discussion of US stock-related topics, genuine information value, and a stable perspective with analytical frameworks, rather than simple content reposting or hype-chasing.
- The 50 accounts on the list are divided by theme into 31 core US stock/trading accounts, 18 tech/AI/semiconductor accounts, and 1 news data source, with a focus on industry chain dynamics and trading logic.
- Core US stock accounts cover topics like market indices, earnings reports, valuations, options, macroeconomics, and trading strategies; tech accounts focus on AI computing power, the semiconductor cycle, and data center capital expenditure.
- The quality of your online information flow affects investment decisions. This list aims to help users enhance their understanding of the linkages between US stocks, tech stocks, and macro factors through "de-noising" and "source supplementation."
If you're still relying solely on "follower count" to judge whether a US stock account is worth following, your information feed has likely already been flooded with noise.
Over the past few months, the sources of information on X related to US stocks have become increasingly complex:
Some focus on the overall US stock market, earnings reports, options, and macroeconomics;
Others have been long-term trackers of the AI, semiconductor, data center, and tech stock supply chains;
Still others continuously observe the interplay between tech stocks, interest rates, liquidity, and risk assets.
So this time, we didn't compile a simple follower ranking. Instead, based on X data, we've produced a curated selection of 50 US stock investment/trading accounts worth following on X.
This list primarily considers several dimensions:
1. Whether the account has consistently discussed topics like US stocks, ETFs, earnings, macroeconomics, options, AI tech stocks, semiconductors, and data centers over the last 90 days;
2. Whether the content offers genuine informational value for US stock investors;
3. Whether it simply repackages news, shills, runs giveaways, or drives traffic, versus offering stable viewpoints and analytical frameworks;
4. Whether it falls into the categories of core US stock accounts, tech/AI/semiconductor accounts, or highly relevant news sources;
5. Extra scrutiny was applied to accounts with a high proportion of Crypto content or those with blurry boundaries.
The final composition of the 50 accounts:
- Core US Stock / Trading Accounts: 31
These accounts are closer to traditional sources of US stock information, primarily covering the market, individual stocks, earnings, valuations, options, macroeconomics, and trading strategies.
- Tech / AI / Semiconductor Accounts: 18
These accounts are suitable for tracking US tech stocks, the AI supply chain, semiconductor cycles, data centers, and cloud provider capital expenditures.
- News Source: 1
This account is suitable as a news radar but not as a sole basis for decision-making.
In other words, this list doesn't look at who has the most followers, but rather who is more likely to help you understand the market, supplement your information sources, and discover trading and supply chain clues.
Below is the complete list, sorted alphabetically by handle 💗:
1. Crypto Smart Guy（@0xxsmart） ｜ Tech stock supply chain account, focusing on semiconductors, earnings, valuations, and tech stock opportunities.
2. Moon Wmoon | StableStock🐳（@_wmoon） ｜ Tech stock supply chain account, focusing on semiconductors, earnings, valuations, and related US stock targets.
3. alvin617.eth 🦇🔊（@alvin0617） ｜ Tech stock supply chain account, focusing on semiconductors, AI, ETFs, and risk asset correlations.
4. Sober Talks Options, CFA（@amy6tina） ｜ Core US stock account, focusing on options, trading strategies, earnings, and fundamentals.
5. Bo Bo OC（@bboczeng） ｜ Tech stock supply chain account, focusing on semiconductors, chips, the broader market, and related trading opportunities.
6. Bit Fool（@bitfool1） ｜ Core US stock account, focusing on earnings, valuations, fundamentals, and semiconductor-related market opportunities.
7. George Kikvadze（@bitfurygeorge） ｜ Tech stock supply chain account, focusing on AI computing power, data centers, semiconductors, and infrastructure cycles.
8. Old Mo（@blockchainrese6） ｜ Core US stock account, focusing on the broader market, ETFs, semiconductors, and risk asset correlations.
9. Blockspace（@blockspace） ｜ Cross-source for tech and risk assets, focusing on technology cycles, data centers, AI, and related market narratives.
10. Wang Niu Cowboy（@btcbears） ｜ Tech stock supply chain account, focusing on AI computing power, data centers, macro liquidity, and related US stock targets.
11. Charles 👑（@charleskoh） ｜ Tech stock supply chain account, focusing on electric vehicles, robotics, software/SaaS, cloud, and tech stock opportunities.
12. CNBC's Fast Money（@cnbcfastmoney） ｜ US stock news and trading discussion account, covering the broader market, ETFs, macroeconomics, and popular individual stocks.
13. Lawrence McDonald（@convertbond） ｜ Macro and market account, focusing on interest rates, liquidity, cyclical changes, and asset price correlations.
14. Darius Dale（@dariusdale42） ｜ Macro and market cycle account, focusing on interest rates, liquidity, risk appetite, and changes in major asset classes.
15. Dave McClure（@davemcclure） ｜ Tech and investment account, focusing on earnings, valuations, tech stocks, and growth stock market opportunities.
16. degentrading（@degentradinglsd） ｜ Tech stock supply chain account, focusing on AI computing power, data centers, semiconductors, and related trading opportunities.
17. Trader Xiao Shuai（@diaomao2023） ｜ Core US stock account, focusing on the broader market, ETFs, macro liquidity, and market trading rhythm.
18. Bitcoin Dr. Bee🐝（@doctormbitcoin） ｜ Trading observation account, focusing on the broader market, ETFs, tech stocks, and risk asset correlations.
19. Dylan Patel（@dylan522p） ｜ Semiconductor and AI infrastructure research account, primarily tracking chips, GPUs, data centers, and cloud provider capital expenditures.
20. tae kim（@firstadopter） ｜ Tech stock supply chain account, primarily tracking semiconductors, chips, AI infrastructure, and tech company fundamentals.
21. Ross Gerber（@gerberkawasaki） ｜ Tech stock investment account, focusing on Tesla, growth stocks, tech stocks, and market sentiment.
22. GURGAVIN（@gurgavin） ｜ Core US stock account, focusing on earnings, valuations, tech stocks, growth stocks, and market hotspots.
23. Ace（@hackermanace） ｜ Trading observation account, focusing on options, trading strategies, and some crypto-related US stock targets.
24. 37 Degrees（@hibtc37） ｜ Core US stock account, focusing on earnings, valuations, fundamentals, and options/trading strategies.
25. RamenPanda（@iamramenpanda） ｜ Core US stock account, focusing on the broader market, ETFs, AI computing power, and tech stock opportunities.
26. IncomeSharks（@incomesharks） ｜ Core US stock account, focusing on earnings, technicals, trading strategies, and US stock market rhythm.
27. Sub-Zero（@jackli727） ｜ Core US stock account, focusing on macroeconomics, liquidity, options, and trading strategies.
28. Jim Cramer（@jimcramer） ｜ Well-known US stock market commentator account, continuously covering earnings, individual stocks, sector rotation, and market sentiment.
29. Crypto_Jun Shao（@junshao_666） ｜ Trading observation account, focusing on macroeconomics, liquidity, the broader market, and risk asset correlations.
30. KelseyWeb3VC 🔆（@kelseyweb3vc） ｜ Core US stock account, focusing on options, trading strategies, semiconductors, and tech stock-related opportunities.
31. The Kobeissi Letter（@kobeissiletter） ｜ Macro and market news source, suitable for tracking the US stock market, economic data, interest rates, and market risk events.
32. Chain Research｜AI First🔶💧（@lianyanshe） ｜ Core US stock account, focusing on earnings, valuations, options trading, and AI tech stock directions.
33. Lord William｜UK（@lordwilliamuk） ｜ Tech stock supply chain account, long-term tracker of semiconductors, chips, AI computing power, and related US stock targets.
34. MaraCake.hl（@maracakehotsale） ｜ Trading observation account, focusing on earnings, valuations, the broader market, and related US stock targets.
35. matthew sigel, recovering CFA（@matthew_sigel） ｜ Cross-source for tech and finance, focusing on tech stocks, earnings, valuations, and risk asset allocation logic.
36. Bitcoin Orange Trader（@oragnes） ｜ Trading observation account, focusing on macroeconomics, liquidity, the broader market, and some crypto-related US stock targets.
37. Phil（@philonchain） ｜ Market observation account, focusing on earnings, valuations, fundamentals, and trading strategies.
38. qinbafrank（@qinbafrank） ｜ Core US stock account, recently providing sustained market views around options, trading strategies, and AI computing power-related targets.
39. Ram Ahluwalia CFA, Lumida（@ramahluwalia） ｜ Cross-source for tech and finance, focusing on tech stocks, fintech, market structure, and investment logic.
40. rick awsb（@rickawsb） ｜ Core US stock account, focusing on earnings, valuations, semiconductors, and trading opportunities in popular tech stocks.
41. MichaelTurtle 2026 Go-Getter Version（@shawnchen_eth） ｜ Core US stock account, providing market observations around the broader market, ETFs, earnings, and fundamentals.
42. Dragon Heart Salt（@ssslumdunk
