X美股投资交易50位大咖「去噪」清单
- 核心观点：基于90天内内容活跃度、信息价值和分析框架，从X平台筛选出50个美股投资与交易领域最值得关注的账号，涵盖核心美股、科技/AI/半导体和资讯三大类别，旨在帮助投资者优化信息流并补充交易线索。
- 关键要素：
- 筛选标准包括：持续讨论美股相关话题、具有真实信息价值、具备稳定观点和分析框架，而非简单搬运或喊单。
- 榜单50个账号按主题分为31个核心美股/交易账号、18个科技/AI/半导体账号和1个资讯源，侧重产业链与交易逻辑。
- 核心美股账号覆盖大盘、财报、估值、期权、宏观和交易策略；科技账号侧重AI算力、半导体周期及数据中心资本开支。
- 网络信息流质量影响投资决策，此榜单旨在通过“去噪”和“补源”，帮助用户提升对美股、科技股和宏观联动的理解。
If you still only use "follower count" to decide whether a US stock account is worth following, your information feed is likely already flooded with noise.
Over the past few months, information sources about US stocks on X have become increasingly complex:
Some focus on the broader US market, earnings, options, and macroeconomics;
Some are long-term trackers of the AI, semiconductor, data center, and tech stock supply chain;
Others continuously observe the interplay between tech stocks, interest rates, liquidity, and risk assets.
So this time, instead of making a simple follower-ranking list, we ran the X data to curate: A selection of 50 US stock investment/trading accounts worth following on X.
This list mainly considers several dimensions:
1. Whether the account has consistently discussed topics like US stocks, ETFs, earnings, macro, options, AI tech stocks, semiconductors, and data centers over the last 90 days;
2. Whether the content provides genuine informational value to US stock investors;
3. Whether it's just reposting news, shilling, running giveaways, or driving traffic, or if it has a consistent viewpoint and analytical framework;
4. Whether it qualifies as a core US stock account, a Tech / AI / Semiconductor account, or a highly relevant news source;
5. Additional screening criteria were applied to accounts with a higher proportion of Crypto content or blurry boundaries.
Final composition of the 50 accounts:
- Core US Stock / Trading Accounts: 31
These accounts are closer to traditional US stock information sources, primarily covering the broader market, individual stocks, earnings, valuations, options, macro, 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 Accounts: 1
These accounts are suitable as news radar but not as a sole basis for decision-making.
In other words, this list isn't about who has the most followers, but who is more likely to help you understand the market, supplement your information sources, and discover trading and supply chain clues.
Here is the complete list, sorted alphabetically by handle 💗:
1. 加密大聪明（@0xxsmart）｜A tech stock supply chain account, focusing on semiconductors, earnings, valuations, and tech stock opportunities.
2. 问月wmoon | StableStock🐳（@_wmoon）｜A tech stock supply chain account, focusing on semiconductors, earnings, valuations, and related US stock targets.
3. alvin617.eth 🦇🔊（@alvin0617）｜A tech stock supply chain account, focusing on semiconductors, AI, ETFs, and the interplay of risk assets.
4. Sober聊期权, CFA（@amy6tina）｜A core US stock account, focusing on options, trading strategies, earnings, and fundamentals.
5. 勃勃OC（@bboczeng）｜A tech stock supply chain account, focusing on semiconductors, chips, the broader market, and related trading opportunities.
6. 比特傻（@bitfool1）｜A core US stock account, focusing on earnings, valuations, fundamentals, and semiconductor-related market opportunities.
7. George Kikvadze（@bitfurygeorge）｜A tech stock supply chain account, focusing on AI computing power, data centers, semiconductors, and infrastructure cycles.
8. 老陌（@blockchainrese6）｜A core US stock account, focusing on the broader market, ETFs, semiconductors, and the interplay of risk assets.
9. Blockspace（@blockspace）｜A cross-information source for tech and risk assets, focusing on technology cycles, data centers, AI, and related market narratives.
10. 旺牛牛仔（@btcbears）｜A tech stock supply chain account, focusing on AI computing power, data centers, macro liquidity, and related US stock targets.
11. Charles 👑（@charleskoh）｜A tech stock supply chain account, focusing on electric vehicles, robotics, software/SaaS, cloud, and tech stock opportunities.
12. CNBC's Fast Money（@cnbcfastmoney）｜A US stock news and trading discussion account covering the broader market, ETFs, macro, and popular individual stocks.
13. Lawrence McDonald（@convertbond）｜A macro and market account, focusing on interest rates, liquidity, cyclical changes, and asset price correlations.
14. Darius Dale（@dariusdale42）｜A macro and market cycle account, focusing on interest rates, liquidity, risk appetite, and major asset class changes.
15. Dave McClure（@davemcclure）｜A tech and investment account, focusing on earnings, valuations, tech stocks, and growth stock market opportunities.
16. degentrading（@degentradinglsd）｜A tech stock supply chain account, focusing on AI computing power, data centers, semiconductors, and related trading opportunities.
17. 交易员小帅（@diaomao2023）｜A core US stock account, focusing on the broader market, ETFs, macro liquidity, and market trading rhythm.
18. Bitcoin🐝女博士（@doctormbitcoin）｜A trading observation account, focusing on the broader market, ETFs, tech stocks, and the interplay of risk assets.
19. Dylan Patel（@dylan522p）｜A semiconductor and AI infrastructure research account, tracking chips, GPUs, data centers, and cloud provider capital expenditures.
20. tae kim（@firstadopter）｜A tech stock supply chain account, tracking semiconductors, chips, AI infrastructure, and tech company fundamentals.
21. Ross Gerber（@gerberkawasaki）｜A tech stock investment account, focusing on Tesla, growth stocks, tech stocks, and market sentiment.
22. GURGAVIN（@gurgavin）｜A core US stock account, focusing on earnings, valuations, tech stocks, growth stocks, and market hotspots.
23. Ace（@hackermanace）｜A trading observation account, focusing on options, trading strategies, and some crypto-related US stock targets.
24. 37度（@hibtc37）｜A core US stock account, focusing on earnings, valuations, fundamentals, and options/trading strategies.
25. RamenPanda（@iamramenpanda）｜A core US stock account, focusing on the broader market, ETFs, AI computing power, and tech stock opportunities.
26. IncomeSharks（@incomesharks）｜A core US stock account, focusing on earnings, technical analysis, trading strategies, and the rhythm of the US market.
27. 零下二度（@jackli727）｜A core US stock account, focusing on macro, liquidity, options, and trading strategies.
28. Jim Cramer（@jimcramer）｜A well-known US stock market commentary account, consistently covering earnings, individual stocks, sector rotation, and market sentiment.
29. Crypto_君少（@junshao_666）｜A trading observation account, focusing on macro, liquidity, the broader market, and the interplay of risk assets.
30. KelseyWeb3VC 🔆（@kelseyweb3vc）｜A core US stock account, focusing on options, trading strategies, semiconductors, and tech stock related opportunities.
31. The Kobeissi Letter（@kobeissiletter）｜A macro and market news source, suitable for tracking the broader US market, economic data, interest rates, and market risk events.
32. 链研社｜AI First🔶💧（@lianyanshe）｜A core US stock account, focusing on earnings, valuations, options trading, and the AI tech stock direction.
33. Lord William｜UK（@lordwilliamuk）｜A tech stock supply chain account, long-term tracker of semiconductors, chips, AI computing power, and related US stock targets.
34. MaraCake.hl（@maracakehotsale）｜A trading observation account, focusing on earnings, valuations, the broader market, and related US stock targets.
35. matthew sigel, recovering CFA（@matthew_sigel）｜A cross-field tech and finance account, focusing on tech stocks, earnings, valuations, and risk asset allocation logic.
36. 比特币橙子Trader（@oragnes）｜A trading observation account, focusing on macro, liquidity, the broader market, and some crypto-related US stock targets.
37. Phil（@philonchain）｜A market observation account, focusing on earnings, valuations, fundamentals, and trading strategies.
38. qinbafrank（@qinbafrank）｜A core US stock account, recently providing consistent market views on options, trading strategies, and AI computing power related targets.
39. Ram Ahluwalia CFA, Lumida（@ramahluwalia）｜A cross-field tech and finance account, focusing on tech stocks, fintech, market structure, and investment logic.
40. rick awsb（@rickawsb）｜A core US stock account, focusing on earnings, valuations, semiconductors, and trading opportunities in popular tech stocks.
41. MichaelTurtle 2026年加油版（@shawnchen_eth）｜A core US stock account, observing the market around the broader market, ETFs, earnings, and fundamentals.
42. 龙心盐（@ssslumdunk）｜A core US stock
