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@ConsensusGurus Avatar @ConsensusGurus Consensus Media

Consensus Media has been trending due to discussions around various stocks, particularly those related to technology and housing. CoreWeave, a company related to Nvidia ($nvda), has seen significant market cap growth, adding $18.9b in just two days. Several stocks have also seen notable fluctuations following earnings reports, including Lululemon ($lulu), CrowdStrike ($crwd), and Marvell ($mrvl).

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #4923 finance XXXX% technology brands XXXX% cryptocurrencies XXXX% automotive brands XXXX% social networks XXXX% fashion brands XXX% events #329

Social topic influence $rgti #125, stocks #3538, $cvna #9, $len #17, $bldr #12, $googl 0.2%, $phm #8, $rh #15, $aapl #261, microsoft #1517

Top accounts mentioned or mentioned by @tickerplus @mattjmcclintock @grok @blackscholesman @kalshi @bullishbyte @wholemarsblog @blondesnmoney @pennycheck @aarong115243 @adorkssssss @deepvalue47 @stockgutter @linglingfool @tylerhardt @investor_nick_ @mark_lexus @wagiecapital @investornick @narrativeseeker

Top assets mentioned Rigetti Computing, Inc. Common Stock (RGTI) Carvana Co. (CVNA) Lennar Corporation (LEN) Builders FirstSource, Inc. (BLDR) Alphabet Inc Class A (GOOGL) PulteGroup, Inc. (PHM) RH (RH) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Metadium (META) D R Horton Inc (DHI) Cavco Industries Inc. (CVCO) Skycoin (SKY) Warner Bros Discovery, Inc. (WBD) Intuitive Surgical, Inc. (ISRG) Wormhole (W) CYCLEAN (CCL) Ally Financial, Inc. (ALLY) Bitcoin (BTC) Sea Limited (SE) Morgan Stanley (MS) Casey's General Stores, Inc. (CASY) SpaceN (SN) Nike Inc (NKE) Change (CAG) Medicalchain (MTN) Paypex (PAYX) Southwest Airlines Co (LUV) Jefferies Financial Group Inc. (JEF) Tesla, Inc. (TSLA) Oklo Inc. (OKLO) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Strive, Inc. (ASST) Snap, Inc. (SNAP) DraftKings Inc. Class A Common Stock (DKNG) Spotify Technology (SPOT) Etsy Inc (ETSY) Pinterest, Inc. (PINS) Autozone Inc (AZO) O'Reilly Automotive Inc (ORLY) Costco Hot Dog (COST) KB Home (KBH) Thor Industries, Inc. (THO) Synthetix (SNX) Accenture (ACN) Jabil, Inc. (JBL) CarMax, Inc (KMX) Micron Technology, Inc. (MU) SpeedCash (SCS) Fifth Third Bancorp (FITB) Comerica, Inc. (CMA) Rocket Companies, Inc. (RKT) Constellation Brands, Inc. Class A (STZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"*SAMSUNG 3Q OPER PROFIT 12.10T WON EST. 9.7T WON Very nice"
X Link @ConsensusGurus 2025-10-13T22:42Z 34.9K followers, 4604 engagements

"*MORGAN STANLEY ASKS TO PULL CASH FROM JEFFERIES' POINT BONITA Cascading"
X Link @ConsensusGurus 2025-10-10T20:48Z 34.9K followers, 17.9K engagements

"Jim @jimcramer claims the breakfast pizza is worth the stretched multiple and that he would dine at Casey's if they operated in his region - results after the bell for $CASY:"
X Link @ConsensusGurus 2025-09-08T17:39Z 34.9K followers, 3363 engagements

"If it's this easy just imagine how much PYUSD Omer has created out of thin air (without collateral) gifted to himself and friends and exchanged for USD/BTC"
X Link @ConsensusGurus 2025-10-16T01:45Z 34.9K followers, 3743 engagements

"Shocking that $WBD sold off after new deal news hit the tape (sarc):"
X Link @ConsensusGurus 2025-10-08T17:13Z 34.9K followers, 4170 engagements

"*US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK Fun day for Netgear fans. $NTGR"
X Link @ConsensusGurus 2025-10-09T16:27Z 34.9K followers, 2302 engagements

"The Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Preview What to expect from Da Vinci - as well as the historical setup context"
X Link @ConsensusGurus 2025-07-22T16:20Z 34.9K followers, 2293 engagements

"Wayfair $W going after Gary's XX% off sales at $RH:"
X Link @ConsensusGurus 2025-10-02T00:56Z 34.9K followers, 2638 engagements

"*COREWEAVE TO BUY MONOLITH AI Certainly not with cash though"
X Link @ConsensusGurus 2025-10-06T20:15Z 34.9K followers, 2553 engagements

"Free money still exists in markets - $BLDR:"
X Link @ConsensusGurus 2025-09-19T13:33Z 34.9K followers, 3363 engagements

"*SHARKNINJA CFO RESIGNING EFFECTIVE NEXT WEEK $SN"
X Link @ConsensusGurus 2025-08-28T13:06Z 34.9K followers, 2441 engagements

"Earnings Setups for the Week Ahead - $NKE $CCL $CAG $MTN $PAYX and More"
X Link @ConsensusGurus 2025-09-28T00:03Z 34.9K followers, 17.4K engagements

"@tickerplus Adding Southwest $LUV by request:"
X Link @ConsensusGurus 2025-10-14T21:39Z 34.9K followers, 2071 engagements

"A glimpse at some of the highest $ volume stocks today: Rigetti $RGTI: $7B Amazon $AMZN: $6B Apple $AAPL: $6B Meta $META: $6B Microsoft $MSFT: $4B Google $GOOGL: $4B"
X Link @ConsensusGurus 2025-10-13T18:22Z 34.9K followers, 18.1K engagements

"$JEF session low $CVNA session high Just like they drew it up"
X Link @ConsensusGurus 2025-10-09T19:23Z 34.9K followers, 4894 engagements

"Tesla EU sales -XX% Y/Y (382 vs. 1211) through two weeks of 4Q $TSLA"
X Link @ConsensusGurus 2025-10-15T00:56Z 34.9K followers, 16.9K engagements

"What's the news in Unity $U"
X Link @ConsensusGurus 2025-10-06T16:43Z 34.9K followers, 4199 engagements

"Somehow $LEN the nations second largest homebuilder guides down next quarter deliveries by XX% vs prevailing expectations and $BLDR continues to trade in the green in AH. BLDRs second largest customer is $LEN. Inefficient markets"
X Link @ConsensusGurus 2025-09-19T03:33Z 34.9K followers, 11.8K engagements

"$OKLO RISES XX% TO RECORD $23B MARKET CAP AS ANALYSTS NOW PENCIL IN $100000 IN REVENUE IN 2029"
X Link @ConsensusGurus 2025-10-10T14:46Z 34.9K followers, 50K engagements

"Does the US Census Fabricate Retail Sales Data They appear to at least in subcategory 444: Building Material & Garden Equipment & Supplies Dealers How do we know this Well the Census says the category grew sales XXX% Y/Y in July. Unfortunately for the Census data purists Home Depot $HD and Lowe's $LOW account for XX% of the category and they've either directly given their July sales (HD comps -4.9%) or we have it via analysts who speak with Lowe's and monitor foot traffic and card spend data (LOW -X% est. LOW reports next week). With $HD and $LOW July sales down big this implies the rest of"
X Link @ConsensusGurus 2024-08-17T12:45Z 34.8K followers, 377.7K engagements

"Is $ASST / Strive a $0"
X Link @ConsensusGurus 2025-10-10T20:18Z 34.9K followers, 9616 engagements

"Updating the Carvana $CVNA insider transaction chart - buys in green:"
X Link @ConsensusGurus 2025-10-10T13:14Z 34.9K followers, 19.2K engagements

"Is there a common thread today between $SNAP $ETSY $PINS $DKNG and $SPOT I know the CEO turnover for $SPOT - and the lingering threat from prediction markets for $DKNG - but what else"
X Link @ConsensusGurus 2025-09-30T17:30Z 34.8K followers, 4139 engagements

"Even after recent weakness Carvana $CVNA is priced as if it will takeover the used car resale industry and that equity gains can continue to offset loan losses / subsidize unqualified buyers:"
X Link @ConsensusGurus 2025-10-15T16:46Z 34.9K followers, 3815 engagements

"Streetinsider says Apollo bid is $64/sh for $PZZA If that's true we have a ways to go higher (market seems to be doubting that for now though)"
X Link @ConsensusGurus 2025-10-13T18:46Z 34.9K followers, 12.9K engagements

"AutoZone $AZO was just a bit hot into this morning's X% EPS miss - key sympathy trade will be $ORLY"
X Link @ConsensusGurus 2025-09-23T13:10Z 34.9K followers, 3280 engagements

"@partners_road @YankeeGehrig4 @SilbergleitJr How do you write an upgrade of Carvana today at this point in the cycle and with recent events in ABS markets and not once mention the Carvana loan pipeline"
X Link @ConsensusGurus 2025-10-02T02:55Z 34.9K followers, 2495 engagements

"I'm pretty confident that when Ally $ALLY reports a week from today they will forbid analysts from asking questions about Carvana $CVNA:"
X Link @ConsensusGurus 2025-10-10T13:11Z 34.9K followers, 20.9K engagements

"Quite the cash open crash in $CCL:"
X Link @ConsensusGurus 2025-09-29T13:46Z 34.9K followers, 3803 engagements

"*FIFTH THIRD TO BUY COMERICA FOR $82.88/SH *NEWS OF DEAL FIRST BROKE LAST WEEK WHEN INSIDERS BOUGHT SHORT DATED CALL OPTIONS AHEAD OF PUBLIC ANNOUNCEMENT Congrats to all involved $FITB $CMA h/t: @planert41"
X Link @ConsensusGurus 2025-10-06T12:57Z 34.9K followers, 4409 engagements

"Good to see that Bitcoin is literally a 2x inverse of gold this evening just like they drew it up"
X Link @ConsensusGurus 2025-10-14T03:45Z 34.9K followers, 8769 engagements

"I can't find the news story what was Rigetti's big quantum breakthrough today $RGTI"
X Link @ConsensusGurus 2025-10-09T20:24Z 34.9K followers, 15.4K engagements

"Given where rates just went in response to this evenings events why arent we all buying some $RKT now down XX% from highs and still weak AH"
X Link @ConsensusGurus 2025-10-10T22:38Z 34.9K followers, 3987 engagements

"Constellation Brands $STZ Setup into the Print. 'Alcohol is dead' narrative resonating. Shares +3% in response"
X Link @ConsensusGurus 2025-10-07T12:11Z 34.9K followers, 2332 engagements

"Does Grant Thornton (Carvanas auditor) also borrow with expensive debt to pay wages"
X Link @ConsensusGurus 2025-10-11T15:23Z 34.9K followers, 12.4K engagements

"$0.0 million revenue Quantum Beverage $QUBT has traded more dollar volume today than Broadcom $AVGO and Intel $INTC"
X Link @ConsensusGurus 2025-10-03T14:36Z 34.9K followers, 50.1K engagements

"I can't find my tweet from last week saying you can safely fade $PHM but take a look:"
X Link @ConsensusGurus 2025-10-09T21:06Z 34.9K followers, 2684 engagements

"@walter_bascom Yes:"
X Link @ConsensusGurus 2025-10-14T20:09Z 34.9K followers, XX engagements

"*TRUMP: XX% TARIFF ON UPHOLSTERED FURNITURE $WSM $RH $AHRS $W"
X Link @ConsensusGurus 2025-09-25T23:12Z 34.9K followers, 8809 engagements

"Notable closing volumes for individual equities today: Rigetti $RGTI: $10B Apple $AAPL: $9B Amazon $AMZN: $8B Microsoft $MSFT: $7B Meta $META: $7B Google $GOOGL: $6B"
X Link @ConsensusGurus 2025-10-14T00:33Z 34.9K followers, 6637 engagements

"Rigetti was a $XX stock when their CEO said this in January $RGTI (now $48):"
X Link @ConsensusGurus 2025-10-10T15:11Z 34.9K followers, 14.1K engagements

"BrightSpring $BTSG shorts feeling some pain this morning on the S&P inclusion --- Short interest = 17%"
X Link @ConsensusGurus 2025-10-15T13:27Z 34.9K followers, 1660 engagements

"Our $ASML Consensus Preview - Sign-up to also get the Actuals vs. Consensus recap emailed to you following Wednesday morning's release"
X Link @ConsensusGurus 2025-10-14T01:08Z 34.9K followers, 5999 engagements

"$ASML +4% - here's why:"
X Link @ConsensusGurus 2025-10-15T09:49Z 34.9K followers, 11.1K engagements

"Homebuilders -X% premarket. spreading $DHI $LEN $PHM"
X Link @ConsensusGurus 2025-10-07T11:50Z 34.9K followers, 4448 engagements

"New trading / investing axiom: If they're posting headquarter pics on twitter the top is not in"
X Link @ConsensusGurus 2025-10-13T18:08Z 34.9K followers, 2272 engagements

"Something very odd going on in manufactured housing in the wake of the abrupt CEO departure @ $LEGH. Continuing Friday's sell-off: $SKY -X% $CVCO -X% $LEGH -X% Is this subprime related Demographics of the likes of Tricolor have heavy overlap here"
X Link @ConsensusGurus 2025-10-06T15:42Z 34.9K followers, 13.9K engagements

"Back when $RH was $400/sh"
X Link @ConsensusGurus 2025-10-11T12:28Z 34.9K followers, 3908 engagements

"Between Cavco Tricolor CarMax Abercrombie & Fitch. it looks like the lowest end of the consumer spectrum is toast"
X Link @ConsensusGurus 2025-10-06T16:18Z 34.9K followers, 2405 engagements

"Less requested but interesting given how cheap it has gotten into the print - Akamai $AKAM preview:"
X Link @ConsensusGurus 2025-08-07T01:18Z 34.9K followers, 2242 engagements

"*COREWEAVE CEO: WE DO NOT PLAN ON BOOSTING CORE SCIENTIFIC BID Shocking $CRWV $CORZ"
X Link @ConsensusGurus 2025-10-07T16:06Z 34.9K followers, 6372 engagements

"*OPENAI AND BROADCOM PLAN CUSTOM CHIPS FOR 2026 PAID FOR IN SORA VIDEO TOKENS"
X Link @ConsensusGurus 2025-10-13T13:02Z 34.9K followers, 16.4K engagements

"Carvana $CVNA 2031s just fine for now but taking a slight dip:"
X Link @ConsensusGurus 2025-10-09T16:21Z 34.9K followers, 4402 engagements

"Reddit $RDDT looks cheap if the @tickerplus article is correct about platform relevance"
X Link @ConsensusGurus 2025-10-15T00:59Z 34.9K followers, 4856 engagements

"When the bond market is closed but equities are open it always feels a bit like the inmates are running the asylum"
X Link @ConsensusGurus 2025-10-13T20:55Z 34.9K followers, 3863 engagements

"$PZZA +16% on the back of a +7% day as the Apollo bid hits Reuters"
X Link @ConsensusGurus 2025-10-14T20:51Z 34.9K followers, 6916 engagements

"If admin is pushing for development of 2M empty housing lots one clear winner without uncertain economics is $BLDR - distributor of framing lumber. Yes most definitely all of the builders too but incentives here are far from certain"
X Link @ConsensusGurus 2025-10-06T12:26Z 34.9K followers, 14.1K engagements

"How did Sea Limited's segment results compare to expectations Shares +14%:"
X Link @ConsensusGurus 2025-08-12T12:49Z 34.9K followers, 5110 engagements

"$WBD folks bidding the stock +4% on a bid rejection are very quickly going to find out there is no other bid no"
X Link @ConsensusGurus 2025-10-13T13:13Z 34.9K followers, 2979 engagements

"It's time to buy $LULU finally"
X Link @ConsensusGurus 2025-10-10T12:16Z 34.9K followers, 6200 engagements

"Oh look another crypto liquidation event"
X Link @ConsensusGurus 2025-10-14T03:03Z 34.9K followers, 9591 engagements

"Ben / Ryan - how do you write this piece without mentioning the biggest question mark in the entire industry (Carvana) which has $80B of equity value @BenGlickman @ryanfelton"
X Link @ConsensusGurus 2025-10-10T13:23Z 34.9K followers, 2185 engagements

"@MattJMcClintock Those look like 💩"
X Link @ConsensusGurus 2025-10-05T21:47Z 34.9K followers, XXX engagements

"$BLDR green while builders uniformly -X% to -5%"
X Link @ConsensusGurus 2025-10-07T15:28Z 34.8K followers, 3552 engagements

"@partners_road @YankeeGehrig4 @SilbergleitJr I said You not pointing at you but at the Jefferies analyst. The problems exist and the data is public - and scrutiny will only increase thereby pinching margins in core business"
X Link @ConsensusGurus 2025-10-02T03:16Z 34.9K followers, XXX engagements

"Thinking ahead. two potential catalysts for $CVNA: 1) CarMax results later this week: analysts should press them on the lending environment in the wake of Tricolor 2) Ally Financial results mid October: Ally = a big ABS partner for the Carvana loan machine"
X Link @ConsensusGurus 2025-09-23T16:45Z 34.9K followers, 19.4K engagements

"Live look at the US nationalization landscape as expressed by stocks:"
X Link @ConsensusGurus 2025-10-13T17:53Z 34.9K followers, 4127 engagements

"Let me repeat: No wonder they just upgraded Carvana with zero mentions of 'loans' 'tricolor' 'ABS' 'consumer credit' or 'subprime':"
X Link @ConsensusGurus 2025-10-08T23:02Z 34.9K followers, 14.7K engagements

"Sounds fun 2M empty lots. Builder stocks flat in 24H trading. $DHI $LEN $PHM"
X Link @ConsensusGurus 2025-10-06T00:23Z 34.8K followers, 12.7K engagements

"Even the inspector is snooping around on the Kinetic- $TPL relationship"
X Link @ConsensusGurus 2025-08-21T18:19Z 34.8K followers, 4169 engagements

"Consensus metric previews on the way for Palantir Mercado Libre Wayfair Opendoor Axon ThredUp AMD Super Micro Snap Upstart Rivian Uber Shopify DIsney Dave McDonalds AppLovin Duolingo Elf DraftKings Celsius Sony The Thrade Desk Block Pinterest Atlassian TakeTwo Twillio. and more. All exclusively on the Substack linked in the bio. Don't miss them"
X Link @ConsensusGurus 2025-08-02T00:37Z 34.9K followers, 26.7K engagements

"No wonder they just upgraded Carvana with zero mentions of 'loans' 'tricolor' 'ABS' 'consumer credit' or 'subprime':"
X Link @ConsensusGurus 2025-10-06T16:39Z 34.9K followers, 2024 engagements

"Our post analyzing Woodward $WWD into tomorrow afternoon's print:"
X Link @ConsensusGurus 2025-07-27T20:25Z 34.9K followers, 9411 engagements

"Unfortunately for bears we can't top until these launch at the end of December"
X Link @ConsensusGurus 2025-10-15T01:04Z 34.9K followers, 5237 engagements

"The most requested name this week - Sea Limited $SE:"
X Link @ConsensusGurus 2025-08-11T02:27Z 34.9K followers, 20.9K engagements

"What's the news on Sea Limited $SE"
X Link @ConsensusGurus 2025-10-15T19:20Z 34.9K followers, 8430 engagements

"Using the @tickerplus web traffic data to look at the major US air carriers - American lagging Delta / United let's revisit this after all three have reported. $DAL $UAL $AAL"
X Link @ConsensusGurus 2025-10-14T21:38Z 34.9K followers, 4627 engagements

"One day later: *WALMART CLOSES AT NEW RECORD HIGH +5% ON THE DAY AFTER ANNOUNCING OPENAI PARTNERSHIP $WMT"
X Link @ConsensusGurus 2025-10-14T20:05Z 34.9K followers, 9798 engagements

"This Should Buff Right Out - Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Recap How did Da Vinci do and what was the setup:"
X Link @ConsensusGurus 2025-07-22T20:29Z 34.9K followers, 5623 engagements

"This is getting wild. $CVCO -XX% $SKY -X% $LEGH -5%"
X Link @ConsensusGurus 2025-10-06T18:29Z 34.9K followers, 9077 engagements

"If youve already banned them why would it take days to notice"
X Link @ConsensusGurus 2025-10-12T20:06Z 34.9K followers, 6077 engagements

"*USGS PROPOSES POTASH AS CRITICAL MINERAL Live look at Mosaic $MOS:"
X Link @ConsensusGurus 2025-08-25T15:36Z 34.9K followers, 6055 engagements

"Asked Grok to write one of these for FactSet $FDS in honor of their earnings - it cracked me up in a few spots: be FactSet 47-year-old financial data workhorse 2025 stock vibing at a steady meh +2% YTD Weve got AI now says C-suite clutching a 6-figure bonus and a latte AI model spits out EBITDA forecasts that look like a toddlers crayon art Bloomberg Terminal smirks QuantRocket drops open-source algo that yeets our edge Refinitiv just vibing with cleaner UI meanwhile our charts look like Excel 2003 on life support clients scream Why does it take X clicks to pull up an EPS history our"
X Link @ConsensusGurus 2025-09-16T03:59Z 34.9K followers, 6316 engagements