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X美股投資交易50位大咖「去噪」清單

Biteye
特邀专栏作者
2026-05-26 09:01
本文約4011字,閱讀全文需要約6分鐘
聚焦真知灼見,過濾資訊噪音。
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  • 核心觀點:基於90天內內容活躍度、資訊價值和分析框架,從X平台篩選出50個美股投資與交易領域最值得關注的帳號,涵蓋核心美股、科技/AI/半導體和資訊三大類別,旨在幫助投資者優化資訊流並補充交易線索。
  • 關鍵要素:
    1. 篩選標準包括:持續討論美股相關話題、具有真實資訊價值、具備穩定觀點和分析框架,而非簡單搬運或喊單。
    2. 榜單50個帳號按主題分為31個核心美股/交易帳號、18個科技/AI/半導體帳號和1個資訊源,側重產業鏈與交易邏輯。
    3. 核心美股帳號涵蓋大盤、財報、估值、選擇權、宏觀和交易策略;科技帳號側重AI算力、半導體週期及資料中心資本支出。
    4. 網路資訊流品質影響投資決策,此榜單旨在透過「去噪」和「補源」,幫助使用者提升對美股、科技股和宏觀聯動的理解。

If you're still judging whether a US stock account is worth following based solely on follower count, your information feed is likely already drowned out by noise.

Over the past few months, the sources of information about US stocks on X have become increasingly complex:

Some focus on the overall market, earnings reports, options, and macroeconomics;

Others specialize in tracking the AI, semiconductor, data center, and tech stock supply chains;

And some consistently observe the interplay between tech stocks, interest rates, liquidity, and risk assets.

So, this time we didn't create a simple follower ranking. Instead, we ran the data on X to produce a curated list of 50 US stock investment/trading accounts worth following.

This list evaluates accounts based on several key dimensions:

1. Whether the account has consistently discussed topics like US stocks, ETFs, earnings, macroeconomics, options, AI tech stocks, semiconductors, and data centers in the last 90 days;

2. Whether the content offers genuine informational value for US stock investors;

3. Whether the account merely reposts news, shills coins, runs giveaways, or drives traffic, or if it provides a stable 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 scrutiny was applied to accounts with a high proportion of crypto content or blurry boundaries.

The final composition of 50 accounts:

- Core US Stock / Trading Accounts: 31

These accounts are closer to traditional US stock information sources, primarily covering the overall market, individual stocks, earnings, valuations, options, macroeconomics, and trading strategies.

- Tech / AI / Semiconductor Accounts: 18

These accounts are ideal for following 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 care who has the most followers, but rather who is more likely to help you understand the market, supplement your information sources, and uncover trading and supply chain clues.

Here is the complete list, sorted alphabetically by handle 💗:

1. Crypto Smarty (@0xxsmart) |Tech stock supply chain account, focusing on semiconductors, earnings, valuations, and tech stock opportunities.

2. Wen Yue 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 interlinkages.

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 overall 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 compute, data centers, semiconductors, and infrastructure cycles.

8. Lao Mo (@blockchainrese6) |Core US stock account, focusing on the overall market, ETFs, semiconductors, and risk asset interlinkages.

9. Blockspace (@blockspace) |Cross-information 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 compute, data centers, macro liquidity, and related US 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) |US stock news and trading discussion account, covering the overall market, ETFs, macroeconomics, and hot stocks.

13. Lawrence McDonald (@convertbond) |Macro and market account, focusing on interest rates, liquidity, cyclical changes, and asset price interlinkages.

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 compute, data centers, semiconductors, and related trading opportunities.

17. Trader Xiao Shuai (@diaomao2023) |Core US stock account, focusing on the overall market, ETFs, macro liquidity, and market trading rhythm.

18. Bitcoin🐝 PhD (@doctormbitcoin) |Trading observation account, focusing on the overall market, ETFs, tech stocks, and risk asset interlinkages.

19. Dylan Patel (@dylan522p) |Semiconductor and AI infrastructure research account, focusing on chips, GPUs, data centers, and cloud provider 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 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 overall market, ETFs, AI compute, and tech stock opportunities.

26. IncomeSharks (@incomesharks) |Core US stock account, focusing on earnings, technical analysis, trading strategies, and US stock market rhythm.

27. Minus Two Degrees (@jackli727) |Core US stock account, focusing on macroeconomics, liquidity, options, and trading strategies.

28. Jim Cramer (@jimcramer) |Well-known US stock market commentary account, consistently covering earnings, individual stocks, sector rotation, and market sentiment.

29. Crypto_Jun Shao (@junshao_666) |Trading observation account, focusing on macroeconomics, liquidity, the overall market, and risk asset interlinkages.

30. KelseyWeb3VC 🔆 (@kelseyweb3vc) |Core US stock account, focusing on options, trading strategies, semiconductors, and related tech stock 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 Society|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 tracking of semiconductors, chips, AI compute, and related US stock targets.

34. MaraCake.hl (@maracakehotsale) |Trading observation account, focusing on earnings, valuations, the overall market, and related US stock targets.

35. matthew sigel, recovering CFA (@matthew_sigel) |Cross-over account 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 overall 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 consistently providing market views on options, trading strategies, and AI compute-related targets.

39. Ram Ahluwalia CFA, Lumida (@ramahluwalia) |Cross-over account 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 Hustle Version (@shawnchen_eth) |Core US stock account, conducting market observations around the overall market, ETFs, earnings, and fundamentals.

42. Dragon Heart Salt (@ssslumdunk) |Core US stock account, focusing on the overall market, ETFs, options, and trading strategies.

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