X Danh sách "Lọc Nhiễu" 50 Chuyên Gia Đầu Tư & Giao Dịch Chứng Khoán Mỹ
- Quan điểm cốt lõi: Dựa trên mức độ hoạt động trong 90 ngày, giá trị thông tin và khung phân tích, chúng tôi đã chọn lọc 50 tài khoản đáng chú ý nhất trong lĩnh vực đầu tư và giao dịch chứng khoán Mỹ trên nền tảng X, bao gồm ba hạng mục chính: chứng khoán Mỹ cốt lõi, Công nghệ/AI/Bán dẫn và Tin tức, nhằm giúp các nhà đầu tư tối ưu hóa luồng thông tin và bổ sung các tín hiệu giao dịch.
- Các yếu tố chính:
- Tiêu chí sàng lọc bao gồm: liên tục thảo luận các chủ đề liên quan đến chứng khoán Mỹ, có giá trị thông tin thực sự, có quan điểm ổn định và khung phân tích, chứ không chỉ đơn thuần là sao chép hay "hô hào" lệnh.
- Danh sách 50 tài khoản được chia theo chủ đề thành 31 tài khoản Chứng khoán Mỹ/Giao dịch cốt lõi, 18 tài khoản Công nghệ/AI/Bán dẫn và 1 nguồn tin tức, tập trung vào logic chuỗi ngành và giao dịch.
- Các tài khoản chứng khoán Mỹ cốt lõi bao gồm các chủ đề: thị trường chung, báo cáo tài chính, định giá, quyền chọn, vĩ mô và chiến lược giao dịch; các tài khoản công nghệ tập trung vào sức mạnh tính toán AI, chu kỳ bán dẫn và chi tiêu vốn cho trung tâm dữ liệu.
- Chất lượng của luồng thông tin mạng ảnh hưởng đến quyết định đầu tư. Danh sách này nhằm mục đích thông qua việc "lọc nhiễu" và "bổ sung nguồn", giúp người dùng nâng cao hiểu biết về sự liên kết giữa chứng khoán Mỹ, cổ phiếu công nghệ và các yếu tố vĩ mô.
If you're still judging a U.S. stocks account solely by follower count, your information feed has likely been overwhelmed by noise.
Over the past few months, the information sources regarding U.S. stocks on X have become increasingly complex:
Some focus on the broader market, earnings, options, and macroeconomics;
Others long-track the AI, semiconductor, data center, and tech stock supply chain;
And some consistently observe the interplay between tech stocks, interest rates, liquidity, and risk assets.
So this time, instead of a simple follower ranking, we ran the data on X to create: A curated selection of 50 accounts worth following for U.S. stock investment/trading.
This list considers several dimensions:
1. Has the account consistently discussed topics like U.S. stocks, ETFs, earnings, macroeconomics, options, AI tech stocks, semiconductors, and data centers over the last 90 days;
2. Does the content provide genuine informational value for U.S. stock investors;
3. Is it merely reposting news, shilling, running giveaways, or driving traffic, or does it maintain a stable viewpoint and analytical framework;
4. Does it belong to core U.S. stock accounts, tech/AI/semiconductor accounts, or highly relevant information sources;
5. We applied extra scrutiny to accounts with a higher proportion of Crypto content or blurry boundaries.
Final composition of 50 accounts:
- Core U.S. Stock / Trading Accounts: 31
These accounts are closer to traditional U.S. stock information sources, mainly covering the broader market, individual stocks, earnings, valuations, options, macroeconomics, and trading strategies.
- Tech / AI / Semiconductor Accounts: 18
These accounts are suitable for tracking U.S. tech stocks, the AI supply chain, semiconductor cycles, data centers, and cloud capital expenditures.
- News Source: 1
This account type is good for a news radar, but not suitable 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 information sources, and discover trading and supply chain clues.
Here is the complete list, sorted by handle 💗:
1. 加密大聪明（@0xxsmart）｜Tech stock supply chain account, focusing on semiconductors, earnings, valuations, and tech stock opportunities.
2. 问月wmoon | StableStock🐳（@_wmoon）｜Tech stock supply chain account, focusing on semiconductors, earnings, valuations, and related U.S. stock targets.
3. alvin617.eth 🦇🔊（@alvin0617）｜Tech stock supply chain account, focusing on semiconductors, AI, ETFs, and risk asset linkages.
4. Sober聊期权, CFA（@amy6tina）｜Core U.S. stock account, focusing on options, trading strategies, earnings, and fundamentals.
5. 勃勃OC（@bboczeng）｜Tech stock supply chain account, focusing on semiconductors, chips, the broader market, and related trading opportunities.
6. 比特傻（@bitfool1）｜Core U.S. 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. 老陌（@blockchainrese6）｜Core U.S. stock account, focusing on the broader market, ETFs, semiconductors, and risk asset linkages.
9. Blockspace（@blockspace）｜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）｜Tech stock supply chain account, focusing on AI computing power, data centers, macro liquidity, and related U.S. stock targets.
11. Charles 👑（@charleskoh）｜Tech stock supply chain account, focusing on EVs, robotics, software/SaaS, cloud, and tech stock opportunities.
12. CNBC's Fast Money（@cnbcfastmoney）｜U.S. stock news and trading discussion account, covering the broader market, ETFs, macroeconomics, and popular stocks.
13. Lawrence McDonald（@convertbond）｜Macro and market account, focusing on interest rates, liquidity, cyclical changes, and asset price linkages.
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. 交易员小帅（@diaomao2023）｜Core U.S. stock account, focusing on the broader market, ETFs, macro liquidity, and market trading rhythm.
18. Bitcoin🐝女博士（@doctormbitcoin）｜Trading observation account, focusing on the broader market, ETFs, tech stocks, and risk asset linkages.
19. Dylan Patel（@dylan522p）｜Semiconductor and AI infrastructure research account, focusing on chips, GPUs, data centers, and cloud capital expenditures.
20. tae kim（@firstadopter）｜Tech stock supply chain account, focusing on 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 U.S. 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 U.S. stock targets.
24. 37度（@hibtc37）｜Core U.S. stock account, focusing on earnings, valuations, fundamentals, and options/trading strategies.
25. RamenPanda（@iamramenpanda）｜Core U.S. stock account, focusing on the broader market, ETFs, AI computing power, and tech stock opportunities.
26. IncomeSharks（@incomesharks）｜Core U.S. stock account, focusing on earnings, technicals, trading strategies, and U.S. stock market rhythm.
27. 零下二度（@jackli727）｜Core U.S. stock account, focusing on macroeconomics, liquidity, options, and trading strategies.
28. Jim Cramer（@jimcramer）｜Well-known U.S. stock market commentary account, consistently covering earnings, individual stocks, sector rotation, and market sentiment.
29. Crypto_君少（@junshao_666）｜Trading observation account, focusing on macroeconomics, liquidity, the broader market, and risk asset linkages.
30. KelseyWeb3VC 🔆（@kelseyweb3vc）｜Core U.S. stock account, focusing on opportunities in options, trading strategies, semiconductors, and tech stocks.
31. The Kobeissi Letter（@kobeissiletter）｜Macro and market news source, suitable for tracking the U.S. stock market, economic data, interest rates, and market risk events.
32. 链研社｜AI First🔶💧（@lianyanshe）｜Core U.S. stock account, focusing on earnings, valuations, options trading, and the AI tech stock direction.
33. Lord William｜UK（@lordwilliamuk）｜Tech stock supply chain account, long-term tracking of semiconductors, chips, AI computing power, and related U.S. stock targets.
34. MaraCake.hl（@maracakehotsale）｜Trading observation account, focusing on earnings, valuations, the broader market, and related U.S. stock targets.
35. matthew sigel, recovering CFA（@matthew_sigel）｜Cross-over tech and finance account, focusing on tech stocks, earnings, valuations, and risk asset allocation logic.
36. 比特币橙子Trader（@oragnes）｜Trading observation account, focusing on macroeconomics, liquidity, the broader market, and some crypto-related U.S. stock targets.
37. Phil（@philonchain）｜Market observation account, focusing on earnings, valuations, fundamentals, and trading strategies.
38. qinbafrank（@qinbafrank）｜Core U.S. stock account, recently providing consistent market views on options, trading strategies, and AI computing power-related targets.
39. Ram Ahluwalia CFA, Lumida（@ramahluwalia）｜Cross-over tech and finance account, focusing on tech stocks, fintech, market structure, and investment logic.
40. rick awsb（@rickawsb）｜Core U.S. stock account, focusing on earnings, valuations, semiconductors, and trading opportunities in popular tech stocks.
41. MichaelTurtle 2026年加油版（@shawnchen_eth）｜Core U.S. stock account, focusing on the broader market, ETFs, earnings, and fundamentals for market observation.
42. 龙心盐（@ssslumdunk
