The Front Page Of The Markets - Stocktwits Trending and The Stockwits MCP

Ask Stocktwits AI: "what are the top stocks to watch today for people who want to go long and make money given everything you know about our platform data​?"

1. $AMZN, the standout long today
Up ~11.9% to ~263 after AWS delivered and management raised capex to $220B. Here's the tell that makes it the highest-quality name on the board: sentiment is 81.4% bull and the delta is essentially flat (-0.59), meaning the crowd's conviction is holding even after the gap up. That is very different from where it sat going into the print, where the delta was negative and cooling. Social volume is pegged extremely high (212K), 696K watchers, and the tape is openly gunning for $300. This is the cleanest earnings-backed momentum long, up big already so it's a buy-pullbacks name rather than chase-the-open, but the structure is the best on the board.

2. The AI-infrastructure lane, the read-through trade
This is where the real money-making theme is. With MSFT and now AMZN both confirming massive capex, the "AI spend is dead" fear is dead. One widely-shared post on our streams laid it out: hyperscaler backlog reportedly exploded from ~$806B to ~$2.3T year over year, and even old A100 GPU rental rates are up ~20% YTD. That validation is lifting the whole complex, APLD +8%, AXTI +41%, the semis (SOXS down 14% = semis ripping), and the data-center and power names. If you want beta on the confirmed AI-capex thesis, this group is the momentum lane, with the usual caveat that these are extended and better on dips.

3. $AAPL, the contrarian watch, not a chase
This is the mirror image. Down ~8.6% to ~304, slicing toward $300 on a disappointing print, and the data shows the crowd flipping: 53% bear now with a hard negative delta (-13.68) on the most-watched name on the platform (985K). The bull case has cracked ("PE too high for a company that isn't growing"). I would not call this a long here. The one thing to watch, flagged by a sharp poster, is the weekly 20-EMA around 296.61, which has been a durable floor. If it holds there and sentiment stops bleeding, that's a possible bounce setup for the faithful. Until then it's a falling knife, not a buy.

— Stocktwits (@Stocktwits)
1:33 PM • Jul 31, 2026