@ConsensusGurus Consensus Media

Carvana's stock has seen significant fluctuations, with a 2-handle day, and analysts are discussing potential catalysts, including Carmax results and Ally Financial's upcoming earnings report. Some users expressed concerns about the company's financials, with one suggesting that cash flows can be "cooked." Meanwhile, other companies like Amazon, Apple, and Starbucks are also being discussed in terms of their earnings reports and future prospects.

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• [--] Month [---] +81%
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Social Influence

Social category influence stocks 65.11% technology brands 21.22% finance 12.59% cryptocurrencies #7031 social networks 4.68% automotive brands 3.96% countries 3.6% gaming 2.16% fashion brands 1.08% financial services 1.08%

Social topic influence $tph #1, stocks #2575, $rh #1, $app 2.88%, $u #53, $cvna #21, in the 2.52%, $dkng #402, business 2.52%, ceo 2.52%

Top accounts mentioned or mentioned by @tickerplus @sixsigmacapital @actaccordingly @mattjmcclintock @grok @capitalobserver @fundiescapital @crussian17 @rickpalaciosjr @sleepysolcap @relentlessbid @purveyoroffunds @investor_nick_ @pabzay @marketprophit @tylerhardt @lkpreserve @moemoniub @alc2022 @wealthmatica

Top assets mentioned Tri Pointe Homes, Inc. (TPH) RH (RH) AppLovin Corporation (APP) Unity Software Inc. (U) Carvana Co. (CVNA) DraftKings Inc. Class A Common Stock (DKNG) NVR, Inc. (NVR) Wormhole (W) Dutch Bros, Inc. (BROS) Sandisk Corporation (SNDK) Rocket Companies, Inc. (RKT) Reddit, Inc. (RDDT) HUBSPOT, INC. (HUBS) Duolingo, Inc. (DUOL) Datadog Inc (DDOG) Taylor Morrison Home Corporation Common Stock (TMHC) Walmart, Inc. (WMT) Micron Technology, Inc. (MU) McDonald's Corp (MCD) Tesla, Inc. (TSLA) Robinhood Markets, Inc. (HOOD) Roblox Corp. (RBLX) Hims & Hers Health, Inc. (HIMS) monday.com Ltd. (MNDY) Spotify Technology (SPOT) Toast, Inc. (TOST) T-Mobile (TMUS) Fastly, Inc. (FSLY) Palantir Technologies Inc. (PLTR) Super Micro Computer, Inc. Common Stock (SMCI) Lennar Corporation (LEN) Wall Street Memes (WSM) Western Digital Corp (WDC) PennyMac Financial Services, Inc. Common Stock (PFSI) Airbnb, Inc. (ABNB) Expedia Group Inc (EXPE) Builders FirstSource, Inc. (BLDR) Pinterest, Inc. (PINS) Applied Materials, Inc. (AMAT) Cisco Systems Inc (CSCO) Toll Brothers, Inc. (TOL) Costco Wholesale Corporation (COST) Flutter Entertainment plc (FLUT) Shopify Inc (SHOP) Zillow Group, Inc. Class C Capital Stock (Z) Zillow Group, Inc. (ZG) Chipotle Mexican Grill, Inc. (CMG) Advanced Micro Devices (AMD) Interactive Brokers Group, Inc. (IBKR) D R Horton Inc (DHI) Stacks (STX) PayPal Holdings Inc (PYPL) Coinbase Global Inc. (COIN) Lyft, Inc. Class A Common Stock (LYFT) Mario Coin (COIN) Rivian Automotive, Inc. (RIVN) ZoomInfo Technologies Inc Common Stock (GTM) Vertiv Holdings Co (VRT)

Top Social Posts

Top posts by engagements in the last [--] hours

"SpaceX is really about to launch the largest IPO of all time on the back of 'let's do life on the moon':"
X Link 2026-02-09T14:07Z 42.6K followers, 10.1K engagements

"$WMT is 40x [----] earnings With no lever for big acceleration in growth to bring that down. $WMT is at 47x not 39x. https://t.co/YCUYOp4vhD $WMT is at 47x not 39x. https://t.co/YCUYOp4vhD"
X Link 2026-02-15T15:03Z 42.6K followers, [----] engagements

"The $TPH deal: https://www.earnings-edge.com/p/quick-update-on-the-homebuilders https://www.earnings-edge.com/p/quick-update-on-the-homebuilders"
X Link 2026-02-13T14:12Z 42.6K followers, [----] engagements

"The golden ticket to the $FSLY 100%+ move $FSLY We are excited to announce the launch of a new dataset on the TickerTrends platform In-depth technographics data including metrics like total hosted websites seen below https://t.co/JHjm5C3vQ1 $FSLY We are excited to announce the launch of a new dataset on the TickerTrends platform In-depth technographics data including metrics like total hosted websites seen below https://t.co/JHjm5C3vQ1"
X Link 2026-02-13T21:15Z 42.6K followers, [----] engagements

"Looks like Burry finally realized the market is closed Monday and deleted his tweet about Palantir's trading on Monday No matter how good his work is this time $PLTR will trade flat Monday No matter how good his work is this time $PLTR will trade flat Monday"
X Link 2026-02-15T14:56Z 42.6K followers, [----] engagements

"Ok so Amazon will never trade sub-$200 again it seems"
X Link 2026-02-15T15:20Z 42.6K followers, [----] engagements

"If you like the housing trade you probably long a basket of the Real Estate Services names or $SDHC + $NVR and short $GRBK (this is Einhorn's homebuilder and he just said he is negative on homebuilders) + $TOL Tuesday's Housing Reckoning: Why the Earnings Slate is Stacked Against Investors The $TPH deal and lift to the group today will mark the top in housing stocks for the near term. https://t.co/2a7uZgrW46 Tuesday's Housing Reckoning: Why the Earnings Slate is Stacked Against Investors The $TPH deal and lift to the group today will mark the top in housing stocks for the near term."
X Link 2026-02-15T15:24Z 42.6K followers, [----] engagements

"*WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT Netflix investors have had enough"
X Link 2026-02-15T19:36Z 42.6K followers, [----] engagements

"Earnings Setups of Note for the Week Ahead: Carvana Walmart DoorDash Figma Wayfair Lemonade Opendoor Klarna Palo Alto Networks Cadence Design eBay Analog Devices and Fiverr $CVNA $WMT $DASH $FIG $W $LMND $OPEN $KLAR $PANW $CDNS $EBAY $FVRR https://www.earnings-edge.com/p/earnings-setups-of-note-for-the-week https://www.earnings-edge.com/p/earnings-setups-of-note-for-the-week"
X Link 2026-02-14T15:23Z 42.6K followers, 14.3K engagements

"No matter how good his work is this time $PLTR will trade flat Monday"
X Link 2026-02-15T01:24Z 42.6K followers, [----] engagements

"@alc2022 Bossman - there are [-----] public equities in the US alone - maybe look at one of the [-----] that are not Duolingo or Hims & Hers"
X Link 2026-02-15T14:59Z 42.6K followers, [----] engagements

"@wealthmatica When it can demonstrate that its terminal value is not 0"
X Link 2026-02-15T16:33Z 42.6K followers, [----] engagements

""He's telling people to short Palantir the CIA-backed contractor that just forced Anthropic out of all future government contracting" $PLTR"
X Link 2026-02-15T23:16Z 42.6K followers, [----] engagements

"$TPL from $1770 to $1279 in just a few sessions. And Horizon Kinetics continues to sell without filing Form 4s. $SMCI vs. $TPL - Eerily Similar Fact Pattern [--]. Use paid media to pump your low-float stock to retail investors. [--]. Stock goes parabolic amidst a retail frenzy. [--]. Join the S&P [---] [--]. Crash https://t.co/uw1IIvY1Kj $SMCI vs. $TPL - Eerily Similar Fact Pattern [--]. Use paid media to pump your low-float stock to retail investors. [--]. Stock goes parabolic amidst a retail frenzy. [--]. Join the S&P [---] [--]. Crash https://t.co/uw1IIvY1Kj"
X Link 2024-12-06T14:46Z 42.6K followers, [----] engagements

"Another Big Earnings Week Ahead - What We're Posting Earnings Setups for Subscribers (+ others by request): Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD AutoZone $AZO Target $TGT Flutter $FLUT Kroger $KR Ross Stores $ROST Veeva Systems $VEEV Zscaler $ZS HP Enterprise $HPE MongoDB $MDB Best Buy $BBY Okta $OKTA On Running $ON Gitlab $GTLB The Gap $GAP AST SpaceMobile $ASTS Abercrombie & Fitch $ANF Response Tables for Everyone: Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD On Running $ON"
X Link 2025-02-28T16:20Z 42.6K followers, 25.9K engagements

"So many great data insights this week from the folks at @tickerplus Long $CELH $BROS $SHOP $DASH Helped sidestep $BMBL The ANNUAL cost of their platform is nil relative to the gains in one of these. At the very least you should navigate over to http://tickertrends.io http://tickertrends.io"
X Link 2025-08-07T16:21Z 42.6K followers, [----] engagements

"Core & Main $CNM -18% because sales into residential were a big disappointment. Lennar $LEN results in a week or so = the next big housing event"
X Link 2025-09-09T13:12Z 42.6K followers, [----] engagements

"TickerTrends @tickerplus now has a free trial for their Core tier which gives you access to a great subset of raw consumer interest data (notably web traffic and TikTok metrics). The web traffic data alone is worth FAR more than the price of the monthly fee and a great add into 3Q earnings. Website: http://tickertrends.io No other Alt Data company has the tip of the spear insights that @tickerplus has - here Base44 / $WIX https://t.co/GvegiWCT3e http://tickertrends.io No other Alt Data company has the tip of the spear insights that @tickerplus has - here Base44 / $WIX https://t.co/GvegiWCT3e"
X Link 2025-09-25T12:58Z 42.6K followers, 12K engagements

"What's the news on JetBlue. $JBLU"
X Link 2025-12-11T16:36Z 42.6K followers, [----] engagements

"$RH sales grew 9% but square footage grew about 10% $ARHS sales grew 8% against 6% square footage growth $WSM sales grew 5% against a 2% DECLINE in square footage. Not a fair table to include Gary. Ugly outlook for $RH nice of them to add this though (which is supported by big increases in square footage): https://t.co/jxPfyUNLuI Ugly outlook for $RH nice of them to add this though (which is supported by big increases in square footage): https://t.co/jxPfyUNLuI"
X Link 2025-12-12T01:32Z 42.6K followers, [----] engagements

"Zillow $ZG $Z -12% as Google teases home ads:"
X Link 2025-12-15T16:47Z 42.6K followers, 22K engagements

"Jabil $JBL +6% on results; from our Setups the bar was relatively high: Earnings Setups for the Week Ahead: Micron Nike FedEx CarMax Accenture Carnival Cruises Winnebago General Mils Lennar and Many More $MU $NKE $FDX $KMX $ACN $CCL $WGO $GIS $LEN https://t.co/xHzk8I8mp1 Earnings Setups for the Week Ahead: Micron Nike FedEx CarMax Accenture Carnival Cruises Winnebago General Mils Lennar and Many More $MU $NKE $FDX $KMX $ACN $CCL $WGO $GIS $LEN https://t.co/xHzk8I8mp1"
X Link 2025-12-17T13:34Z 42.6K followers, [----] engagements

"Restaurant Comp Sheet as we step into [----] What an awful year [----] was. $MCD $SBUX $CMG $YUM $QSR $CAVA Semis Ecosystem Comp Sheet as we coast into [----] What names should I add $NVDA $TSM $AMD $AVGO $INTC $ASML https://t.co/do2eAiK1dS Semis Ecosystem Comp Sheet as we coast into [----] What names should I add $NVDA $TSM $AMD $AVGO $INTC $ASML https://t.co/do2eAiK1dS"
X Link 2025-12-31T15:24Z 42.6K followers, [----] engagements

"Earnings Setups for This Week: Applied Digital Tilray Constellation Brands Jefferies Albertsons Kura Sushi WD-40 and Many More $APLD $TLRY $STZ $JEF $ACI $KRUS $WDFC https://www.earnings-edge.com/p/earnings-setups-for-this-week-applied https://www.earnings-edge.com/p/earnings-setups-for-this-week-applied"
X Link 2026-01-05T15:27Z 42.6K followers, 15.7K engagements

"*FURNITURE STOCKS SOAR FEDERAL RESERVE SET TO ANNOUNCE WINNER OF $150M CONTRACT FOR FIVE COUCHES IN NEWLY RENOVATED HEADQUARTERS $W $WSM $RH"
X Link 2026-01-13T14:47Z 42.6K followers, [----] engagements

"And people said prediction markets wouldnt hit Sportsbook operators $DKNG $FLUT $MGM $WYNN Why are they killing DraftKings $DKNG today https://t.co/2Y0LLqJb72 Why are they killing DraftKings $DKNG today https://t.co/2Y0LLqJb72"
X Link 2026-01-17T14:52Z 42.6K followers, [----] engagements

"Earnings Setups for Tuesday: Netflix Interactive Brokers 3M United Airlines Progress Software DR Horton US Bank Fifth Third and Many More $NFLX $IBKR $MMM $UAL $PRGS $DHI $USB $FITB https://www.earnings-edge.com/p/earnings-setups-for-tuesday-netflix https://www.earnings-edge.com/p/earnings-setups-for-tuesday-netflix"
X Link 2026-01-17T18:11Z 42.6K followers, [----] engagements

"Earnings Setups for Thursday + Friday: Intel GE Aerospace Mobileye P&G Intuitive Surgical Capital One Alcoa Freeport McMoRan Abbott CSX and Many More $INTC $GE $MBLY $PG $ISRG $COF $AA $FCX $ABT $CSX https://www.earnings-edge.com/p/earnings-setups-for-thursday-friday https://www.earnings-edge.com/p/earnings-setups-for-thursday-friday"
X Link 2026-01-21T03:11Z 42.6K followers, 16K engagements

"Smithfield Foods to buy Nathan's Famous for $102/sh or $450M $NATH Which other restaurants are in play"
X Link 2026-01-21T13:05Z 42.6K followers, [----] engagements

"So does SanDisk have the most pricing power of the major US-listed memory names Or what gives - least capital intensive $SNDK $MU $STX $WDC The forward PE ratio dispersion:"
X Link 2026-01-22T13:13Z 42.6K followers, 22.6K engagements

"*AUTODESK TO CUT 7% OF WORKFORCE AND TAKE $135-160M CHARGE $ADSK"
X Link 2026-01-22T14:02Z 42.6K followers, [----] engagements

"@RudyResearch High beta play on rates housing rebound. Also a big laggard pulled higher by better executors $W and $WSM"
X Link 2026-01-22T14:53Z 42.6K followers, [--] engagements

"I think this is the last time you'll see $CVNA $486"
X Link 2026-01-23T17:53Z 42.6K followers, 15.1K engagements

"Huge slate - including five homebuilders and a big slice of mega caps Earnings Setups for Wednesday: Microsoft Tesla Meta ServiceNow IBM ASML Starbucks Lam Research Corning AT&T Fair Isaac and Many More https://www.earnings-edge.com/p/earnings-setups-for-wednesday-microsoft-7de https://www.earnings-edge.com/p/earnings-setups-for-wednesday-microsoft-7de"
X Link 2026-01-27T02:51Z 42.6K followers, [----] engagements

"Getting really close now $109 $LEN If it prints there it will trade there - Lennar $LEN edition: https://t.co/5gRSpt69NM If it prints there it will trade there - Lennar $LEN edition: https://t.co/5gRSpt69NM"
X Link 2026-01-27T14:33Z 42.6K followers, [----] engagements

"$ASML and Lam Research $LRCX both parabolic into tomorrow's results - Setups for each in the post below: Huge slate - including five homebuilders and a big slice of mega caps Earnings Setups for Wednesday: Microsoft Tesla Meta ServiceNow IBM ASML Starbucks Lam Research Corning AT&T Fair Isaac and Many More https://t.co/QCFjAg7dFF Huge slate - including five homebuilders and a big slice of mega caps Earnings Setups for Wednesday: Microsoft Tesla Meta ServiceNow IBM ASML Starbucks Lam Research Corning AT&T Fair Isaac and Many More https://t.co/QCFjAg7dFF"
X Link 2026-01-27T15:36Z 42.6K followers, [----] engagements

"*TRUMP ADMIN WARNS SOUTH KOREA NOT TO TARGET COUPANG OR US TECH COMPANIES: WSJ Ah yes noted US tech company Coupang $CPNG"
X Link 2026-01-27T18:55Z 42.6K followers, [----] engagements

"Jensen Huang every time he sees CoreWeave's cash burn rate"
X Link 2026-01-27T20:37Z 42.6K followers, [----] engagements

"*ALKAMI SAID TO TAP ADIVSOR TO EXPLORE SALE $ALKT"
X Link 2026-01-28T20:27Z 42.6K followers, [----] engagements

"Imagine that $AFRM Lending Club $LC -13%. correlations: https://t.co/ObeA1Fxgho Lending Club $LC -13%. correlations: https://t.co/ObeA1Fxgho"
X Link 2026-01-29T15:29Z 42.6K followers, [----] engagements

"*THE NFL WILL NOT ALLOW PREDICTION MARKET ADS AT THE SUPER BOWL Only legacy gambling ads from the likes of $MGM and $DKNG and $FLUT"
X Link 2026-01-29T18:16Z 42.6K followers, [----] engagements

"*TRUMP ADMIN WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS $HOOD Big spike but I assume this would be as part of a broader group"
X Link 2026-01-29T21:02Z 42.6K followers, [----] engagements

"All of this because of Warsh"
X Link 2026-01-30T02:19Z 42.6K followers, 14.1K engagements

"A Western Digital board meeting not too long ago:"
X Link 2026-01-30T04:02Z 42.6K followers, [----] engagements

"There are so many interesting research roads with $CVNA Last week bidding on a Hyundai in Carvanas timed Manheim sale where starting bid = floor I outbid Drivetime on Carvanas car. I was the high bidder. At close the sale disappeared not booked to me as sold. In 4+ years of buying in this sale this was the first no sale I had Last week bidding on a Hyundai in Carvanas timed Manheim sale where starting bid = floor I outbid Drivetime on Carvanas car. I was the high bidder. At close the sale disappeared not booked to me as sold. In 4+ years of buying in this sale this was the first no sale I had"
X Link 2026-01-30T05:06Z 42.6K followers, [----] engagements

"*AMERICAN EXPRESS 4Q EPS $3.53 $3.56 EST $AXP"
X Link 2026-01-30T12:42Z 42.6K followers, [----] engagements

"What on earth happened over at PennyMac $PFSI Dragging $RKT (-9%) and $UWMC (-6%)"
X Link 2026-01-30T13:34Z 42.6K followers, 27K engagements

"Notable housing moves even before considering PPI / Warsh: Beazer -14% $BZH Cavco -15% $CVCO PennyMac -23% $PFSI Rocket -8% $RKT UWMC -6% $UWMC"
X Link 2026-01-30T13:36Z 42.6K followers, [----] engagements

"$PFSI -35% with $RKT -16% What on earth happened over at PennyMac $PFSI Dragging $RKT (-9%) and $UWMC (-6%) https://t.co/nd9tD4tM03 What on earth happened over at PennyMac $PFSI Dragging $RKT (-9%) and $UWMC (-6%) https://t.co/nd9tD4tM03"
X Link 2026-01-30T14:48Z 42.6K followers, [----] engagements

"Where are my Rocket $RKT people today - what are we doing here"
X Link 2026-01-30T15:07Z 42.6K followers, [----] engagements

"Williams Sonoma should not be green in this backdrop:"
X Link 2026-01-30T15:44Z 42.6K followers, [----] engagements

"$WSM LOD Williams Sonoma should not be green in this backdrop: https://t.co/GgLjYfhrJm Williams Sonoma should not be green in this backdrop: https://t.co/GgLjYfhrJm"
X Link 2026-01-30T18:17Z 42.6K followers, [----] engagements

"Hey @MBromberg - expand your audience here and eat some pizza on Cape Cod a la @eastdakota - this follower count is unacceptable"
X Link 2026-02-01T01:36Z 42.6K followers, [----] engagements

"Why is Oracle mooning"
X Link 2026-02-02T12:48Z 42.6K followers, [----] engagements

"So to sum Disney $DIS earnings up. the company ate $2.2B of cash instead of the $2.5B they were supposed to generate and the digital content business is such a mess that they stopped disclosing comparable subscriber and ARPU statistics while appointing the Parks guy to CEO"
X Link 2026-02-02T13:42Z 42.6K followers, 12.1K engagements

"$DIS -7% So to sum Disney $DIS earnings up. the company ate $2.2B of cash instead of the $2.5B they were supposed to generate and the digital content business is such a mess that they stopped disclosing comparable subscriber and ARPU statistics while appointing the Parks guy to CEO https://t.co/PEMMZb6953 So to sum Disney $DIS earnings up. the company ate $2.2B of cash instead of the $2.5B they were supposed to generate and the digital content business is such a mess that they stopped disclosing comparable subscriber and ARPU statistics while appointing the Parks guy to CEO"
X Link 2026-02-02T14:30Z 42.6K followers, [----] engagements

"Buying & Selling Guidebook for Tuesday's Reporters: AMD Take-Two Chipotle PayPal Pepsi Pfizer Galaxy Super Micro Enphase Fubo and Many More $AMD $TTWO $CMG $PYPL $PEP $PFE $GLXY $SMCI $ENPH $FUBO https://consensusmedia.substack.com/p/buying-and-selling-guidebook-for https://consensusmedia.substack.com/p/buying-and-selling-guidebook-for"
X Link 2026-02-02T17:26Z 42.6K followers, [----] engagements

"Walmart trading like it's about to launch an AWS competitor with dormant enormous scale $WMT"
X Link 2026-02-02T17:29Z 42.6K followers, [----] engagements

"Memory / Storage Comp Sheet (US) - Micron SanDisk Seagate Western Digital $MU $SNDK $STX $WDC https://twitter.com/i/web/status/2018378371173150851 https://twitter.com/i/web/status/2018378371173150851"
X Link 2026-02-02T17:37Z 42.6K followers, 18.2K engagements

"*TERADYNE SEES 1Q REVENUE OF $1.15-1.25B EST $930M $TER +21%"
X Link 2026-02-02T21:39Z 42.6K followers, [----] engagements

"Does this mean we're about to get 7.5M more $SNDK shares for the public via a $WDC share sale"
X Link 2026-02-02T22:19Z 42.6K followers, 21.1K engagements

"$ORCL straight down after this tweet closing at a low. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T22:54Z 42.6K followers, [----] engagements

"Chipotle results on deck - Costco knocking off fast casual now. $CMG $COST"
X Link 2026-02-03T02:17Z 42.6K followers, 10.3K engagements

"Classic stuff from PayPal $PYPL"
X Link 2026-02-03T12:04Z 42.6K followers, 12.7K engagements

"Value trap Gartner $IT -12% in response to earnings despite being totally washed out into the print:"
X Link 2026-02-03T13:06Z 42.6K followers, [----] engagements

"Keep these growth rates in mind when benchmarking any LT forecasts from Western Digital $WDC at today's investor event (9:30AM ET kick-off): Memory / Storage Comp Sheet (US) - Micron SanDisk Seagate Western Digital $MU $SNDK $STX $WDC https://t.co/6JsIRFtpRH Memory / Storage Comp Sheet (US) - Micron SanDisk Seagate Western Digital $MU $SNDK $STX $WDC https://t.co/6JsIRFtpRH"
X Link 2026-02-03T13:26Z 42.6K followers, 10.4K engagements

"Rocket $RKT bears are going to find this out the hard way today I believe. Going thru PennyMac earnings. why is this not bullish for Rocket Mortgage $RKT $PFSI is down on accelerated prepayments and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer and not needing additional Going thru PennyMac earnings. why is this not bullish for Rocket Mortgage $RKT $PFSI is down on accelerated prepayments and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer and not needing"
X Link 2026-02-03T13:27Z 42.6K followers, 10.7K engagements

"$RKT +10% Rocket $RKT bears are going to find this out the hard way today I believe. Rocket $RKT bears are going to find this out the hard way today I believe"
X Link 2026-02-03T14:42Z 42.6K followers, [----] engagements

"$APP is down so $CVNA is down a tale as old as time"
X Link 2026-02-03T15:09Z 42.6K followers, [----] engagements

"*MAJOR BUILDERS SAID TO WEIGH PLAN FOR [--] MILLION 'TRUMP HOMES' History repeats itself"
X Link 2026-02-03T15:14Z 42.6K followers, [----] engagements

"*INTUIT SINKS 10% AS OUSTED PAYPAL CEO SAID TO RETURN TO THE COMPANY $INTU $PYPL"
X Link 2026-02-03T15:35Z 42.6K followers, 57.8K engagements

"Omniscient Earnings Guide for Wednesday: Setups for Google Uber Snap Arm Eli Lilly Qualcomm elf Beauty Coherent and Many More $GOOG $GOOGL $UBER $SNAP $ARM $LLY $QCOM $ELF $COHR https://www.earnings-edge.com/p/omniscient-earnings-guide-for-wednesday https://www.earnings-edge.com/p/omniscient-earnings-guide-for-wednesday"
X Link 2026-02-03T16:21Z 42.6K followers, 10.7K engagements

"What's the best $WMT long pitch here - is this all just fund flows"
X Link 2026-02-03T17:45Z 42.6K followers, [----] engagements

"Take-Two $TTWO after the bell today. their bookings will look like the apocalypse the stock will sink lower beyond this multi-day bloodbath but then folks will bid it higher because nothing matters other than confirmation of no further GTA delay. Bookmark it"
X Link 2026-02-03T17:51Z 42.6K followers, [----] engagements

"Good god how did I just see the travel booking sites $EXPE -13% $BKNG -9% $ABNB -7%"
X Link 2026-02-03T18:04Z 42.6K followers, [----] engagements

"Did Dutch Bros get into the SaaS business unannounced"
X Link 2026-02-03T19:35Z 42.6K followers, [----] engagements

"*CHIPOTLE CEO: "CONSUMERS HAVE PULLED BACK ON FAST CASUAL DINING AS THEY SAVE MONEY FOR FLASH MEMORY" *CHIPOTLE SEES FY'26 COMP SALES FLAT VS. +2% EST Those 'protein' cups of diced chicken not driving sales https://t.co/6sdRyxSQAO *CHIPOTLE SEES FY'26 COMP SALES FLAT VS. +2% EST Those 'protein' cups of diced chicken not driving sales https://t.co/6sdRyxSQAO"
X Link 2026-02-03T21:13Z 42.6K followers, 14.1K engagements

"Not a bad print from $AMD - the stock had run and results included some unanticipated benefit from China sales. Altogether a lack of meaningfully large upside. Shares -4%"
X Link 2026-02-03T21:26Z 42.6K followers, [----] engagements

"Did Super Micro $SMCI decide to just not report Results that bad"
X Link 2026-02-03T21:31Z 42.6K followers, 17.7K engagements

"$SMCI 2Q Rev $12.7B vs $10.4B est Sees 3Q Rev at least $12.3B vs. $10.3B est Sees FY Rev at least $40B vs $36B prior Ok back on track Did Super Micro $SMCI decide to just not report Results that bad Did Super Micro $SMCI decide to just not report Results that bad"
X Link 2026-02-03T21:52Z 42.6K followers, [----] engagements

"*DE SHAW TO PUSH FOR CHANGES AT COSTAR $CSGP Like updating the apartments . com website for the first time since 2005"
X Link 2026-02-04T13:01Z 42.6K followers, [----] engagements

"The Biggest Day: Setups for Amazon Reddit Roblox MicroStrategy (Strategy) Bloom Energy Affirm Bill Fortinet Atlassian Microchip IREN and MANY More $AMZN $RDDT $RBLX $MSTR $BE $AFRM $BILL $FTNT $TEAM $IREN $MCHP https://twitter.com/i/web/status/2019049676767474172 https://www.earnings-edge.com/p/the-biggest-day-setups-for-amazon https://twitter.com/i/web/status/2019049676767474172 https://www.earnings-edge.com/p/the-biggest-day-setups-for-amazon"
X Link 2026-02-04T14:05Z 42.6K followers, [----] engagements

"*TEXAS INSTRUMENTS FALLS 4% PREMARKET AFTER AGREEING TO PAY FAR TOO MUCH FOR SILICON LABORATORIES $TXN $SLAB"
X Link 2026-02-04T14:15Z 42.6K followers, [----] engagements

"*APPLOVIN FALLS 12% PREMARKET DRAGGING PEER CARVANA WITH IT"
X Link 2026-02-04T14:22Z 42.6K followers, [----] engagements

"Wayfair $W following tech lower -8% while all of housing and furniture is ripping higher"
X Link 2026-02-04T15:19Z 42.6K followers, [----] engagements

"Guys no one is better served furnishing Trump Homes than Wayfair $W - if you remember they sold beds to ICE Wayfair $W following tech lower -8% while all of housing and furniture is ripping higher Wayfair $W following tech lower -8% while all of housing and furniture is ripping higher"
X Link 2026-02-04T17:22Z 42.6K followers, [----] engagements

"Oh I guess this is why $W is -16% in a hot housing tape Jeffrey Epsteins assistant bought a single unlabeled $8453 dollar item from Wayfair https://t.co/EH8dHf88YH Jeffrey Epsteins assistant bought a single unlabeled $8453 dollar item from Wayfair https://t.co/EH8dHf88YH"
X Link 2026-02-04T17:46Z 42.6K followers, [----] engagements

"Snap Needs To Print What A Consensus Earnings Preview $SNAP https://www.earnings-edge.com/p/snap-needs-to-print-what-a-consensus https://www.earnings-edge.com/p/snap-needs-to-print-what-a-consensus"
X Link 2026-02-04T18:46Z 42.6K followers, [----] engagements

"*PULTE: NOT ACTIVELY LOOKING AT TRUMP HOMES IDEA Biggest beneficiary $BLDR:"
X Link 2026-02-04T19:31Z 42.6K followers, [----] engagements

"*ALHABET SEES [----] CAPEX $175-185B VS $119.5B EST GOOD GOD"
X Link 2026-02-04T21:02Z 42.6K followers, 13.1K engagements

"*POLICE TO QUESTION COUPANG INTERIM CEO THIS WEEK: YONHAP"
X Link 2026-02-05T13:49Z 42.6K followers, [----] engagements

"Live look: You took the $Hims & Hers $49 weight loss pill: Let's see how long this one lasts $HIMS https://t.co/tGUoHP7awA Let's see how long this one lasts $HIMS https://t.co/tGUoHP7awA"
X Link 2026-02-05T14:00Z 42.6K followers, 14K engagements

"Are Both Reddit and Roblox About to Fly Previewing Consensus Metrics + Valuation Setup $RDDT $RBLX https://twitter.com/i/web/status/2019437704610545829 https://twitter.com/i/web/status/2019437704610545829"
X Link 2026-02-05T15:47Z 42.6K followers, 49.5K engagements

"Is it possible that $HIMS is a part of TrumpRx Very low likelihood but big tail risk"
X Link 2026-02-05T18:37Z 42.6K followers, [----] engagements

""So you just learned that $CVNA is CIA backed and your plan is to short the stock" Epstein buying 150k shares of $CVNA in [----]. https://t.co/ziDyQJirSZ Epstein buying 150k shares of $CVNA in [----]. https://t.co/ziDyQJirSZ"
X Link 2026-02-05T20:01Z 42.6K followers, [----] engagements

"$RBLX +15% $RDDT +11% Are Both Reddit and Roblox About to Fly Previewing Consensus Metrics + Valuation Setup $RDDT $RBLX https://t.co/J8TCrw5BU0 Are Both Reddit and Roblox About to Fly Previewing Consensus Metrics + Valuation Setup $RDDT $RBLX https://t.co/J8TCrw5BU0"
X Link 2026-02-05T21:06Z 42.6K followers, [----] engagements

"Margins suck and will suck more (1Q guide) free cash flow going bye-bye. Recapping Amazon $AMZN results:"
X Link 2026-02-05T21:15Z 42.6K followers, [----] engagements

"FSD is solved and no one in Europe cares - Tesla unit sales are -67% vs [----] levels:"
X Link 2026-02-06T00:32Z 42.6K followers, [----] engagements

"Is it too late to get the Burry Substack before the price increase *MOLINA HEALTH SEES [----] EPS OF AT LEAST $5.00 VS. $13.71 EST $MOH -34% Separately - do you buy $UNH -4% here or are these results an updated incrementally negative read from what we learned with $UNH"
X Link 2026-02-06T01:34Z 42.6K followers, 13.2K engagements

"Earnings Setups for Friday: AutoNation Centene Biogen Under Armour and a Few More $AN $CNC $BIIB $UA $UAA https://www.earnings-edge.com/p/earnings-setups-for-friday-autonation https://www.earnings-edge.com/p/earnings-setups-for-friday-autonation"
X Link 2026-02-06T02:13Z 42.6K followers, [----] engagements

"@CapitalObserver And $CNC in the morning"
X Link 2026-02-06T02:26Z 42.6K followers, [---] engagements

"*STELLANTIS COMPLETES STOCK SPLIT $STLA $F $GM"
X Link 2026-02-06T12:33Z 42.6K followers, [----] engagements

"Everything up except Micron $MU - why are they leaving Micron out"
X Link 2026-02-06T14:15Z 42.6K followers, [----] engagements

"Cracks and weakness all over housing except for insulation distribution. $IBP and $BLD untouchable:"
X Link 2026-02-06T14:47Z 42.6K followers, [----] engagements

"Cramer: "Buy Marvell $MRVL +7%""
X Link 2026-02-06T14:55Z 42.6K followers, [----] engagements

"LOL - homebuilder antitrust Not gonna fly but still a bad headline. $DHI: Multi-day bid across homebuilders on the back of the Trump Homes story. A few problems: 1) Pulte denied the story already (although maybe only halfway) 2) Adding 1M units of supply without a demand side boost will HURT homebuilder margins 3) Jobs data = bad 10Y still 4.2% Multi-day bid across homebuilders on the back of the Trump Homes story. A few problems: 1) Pulte denied the story already (although maybe only halfway) 2) Adding 1M units of supply without a demand side boost will HURT homebuilder margins 3) Jobs data"
X Link 2026-02-06T17:15Z 42.6K followers, [----] engagements

"Oh look another 'someone might buy $BILL' story hits the tape:"
X Link 2026-02-06T18:27Z 42.6K followers, [----] engagements

"Buying and Selling Guide for Monday's Earnings: Monday . com Onsemi Upwork Apollo Pagaya and Many More $MNDY $ON $UPWK $APO $PGY https://www.earnings-edge.com/p/buying-and-selling-guide-for-mondays https://www.earnings-edge.com/p/buying-and-selling-guide-for-mondays"
X Link 2026-02-06T18:28Z 42.6K followers, [----] engagements

"*FDA SLAPS HIMS & HERS ACROSS THE FACE"
X Link 2026-02-06T21:51Z 42.6K followers, [----] engagements

"*BREAKING: HIMS & HERS ANNOUNCES EXPANSION INTO SUB SAHARAN AFRICA MONGOLIA AND NORTH KOREA"
X Link 2026-02-06T22:39Z 42.6K followers, 21K engagements

"Checking in on Oracle $ORCL default insurance pricing:"
X Link 2026-02-07T13:12Z 42.6K followers, [----] engagements

"Soon: *LEBRON JAMES NAMED CHAIRMAN OF DRAFTKINGS WILL CONTINUE TO PLAY IN THE NBA We all on @Kalshi now https://t.co/cCNGxfLWO8 We all on @Kalshi now https://t.co/cCNGxfLWO8"
X Link 2026-02-07T16:33Z 42.6K followers, [----] engagements

"YTD Losers - Notice a Theme $BRZE $INTA $GENI $U $HUBS $TEAM $FIG $KVYO $TTAN $APP $RDDT $IT $DOCS $FUBO $GWRE $ASAN $WLTH $MNDY $NOW $RBRK $INTU $DOCU $DUOL AppLovin and Reddit stand out the most. https://twitter.com/i/web/status/2020176109506371623 https://twitter.com/i/web/status/2020176109506371623"
X Link 2026-02-07T16:41Z 42.6K followers, [----] engagements

"Would be absolutely amazing if their Super Bowl ad still airs and markets this pill Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the"
X Link 2026-02-07T19:17Z 42.6K followers, [----] engagements

"Act like youve been there before UNC"
X Link 2026-02-08T01:40Z 42.6K followers, [----] engagements

"@fundiescapital Two separate court stormings and physically assaulting the opposing team Clown university"
X Link 2026-02-08T02:11Z 42.6K followers, [---] engagements

"Is this true for Equifax $EFX Find that hard to believe"
X Link 2026-02-08T04:01Z 42.6K followers, [----] engagements

"Focus Earnings Setups for the Week Ahead (1/4): AppLovin Spotify Roku Airbnb Instacart Dutch Bros McDonald's and Coca-Cola $APP $SPOT $ROKU $ABNB $CART $BROS $MCD $KO https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week"
X Link 2026-02-08T15:57Z 42.6K followers, 22.9K engagements

"Focus Earnings Setups for the Week Ahead (2/4): Robinhood Coinbase DraftKings Fiserv Toast Expedia Lyft and SharkNinja $HOOD $COIN $DKNG $FISV $TOST $EXPE $LYFT $SN https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-ce3 https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-ce3"
X Link 2026-02-08T15:57Z 42.6K followers, [---] engagements

"Focus Earnings Setups for the Week Ahead (3/4): Unity Datadog Monday . com Cloudflare HubSpot Zillow Pinterest and Twilio $U $DDOG $MNDY $NET $HUBS $Z $ZG $PINS $TWLO https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-7b2 https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-7b2"
X Link 2026-02-08T15:57Z 42.6K followers, [----] engagements

"Focus Earnings Setups for the Week Ahead (4/4): CoreWeave Applied Materials Cisco Arista Networks Generac T-Mobile Ferrari and Rivian $CRWV $AMAT $CSCO $ANET $GNRC $TMUS $RACE $RIVN https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-ba9 https://www.earnings-edge.com/p/focus-earnings-setups-for-the-week-ba9"
X Link 2026-02-08T15:57Z 42.6K followers, [----] engagements

"@usskiteam @zerohedge Wouldve been worried if just Italian physicians - thanks for clarifying"
X Link 2026-02-08T17:09Z 42.6K followers, 17.2K engagements

"Maybe this is common but this is the first time I've seen a bank red-line in a "Goldman is not stand-alone lead left" note about alphabetical order - bravo $JPM legal department"
X Link 2026-02-09T13:19Z 42.6K followers, [----] engagements

"When your enterprise software is so dumb and bad that you advertise it on the N train-Coney Island line of the NYC subway system: Monday $MNDY"
X Link 2026-02-09T13:26Z 42.6K followers, 10.6K engagements

"*HIMS & HERS COMPLETES STOCK SPLIT $HIMS"
X Link 2026-02-09T14:08Z 42.6K followers, 63.2K engagements

"*DOULINGO SHARES FALL 5% AFTER FAILING TO SECURE BAD BUNNY SUPER BOWL SHOW SPONSORSHIP $DUOL"
X Link 2026-02-09T14:34Z 42.6K followers, [----] engagements

"*NVIDIA RUMORED TO REOPEN TALKS TO AQUIRE ITALY FOR FOOD SUPPLY AND COMPANY RETREATS $NVDA"
X Link 2026-02-09T14:54Z 42.6K followers, 37.2K engagements

"*FDA WRITES NOVO NORDISK ABOUT WEGOVY TV AD "WE DON'T LIKE YOUR AD EITHER" $NVO $HIMS"
X Link 2026-02-09T15:12Z 42.6K followers, [----] engagements

"Buying and Selling Guide for Tuesday's Earnings: Datadog Robinhood Spotify Oscar Upstart Cloudflare Lyft Zillow Ferrari and Many More $DDOG $HOOD $SPOT $OSCR $UPST $NET $LYFT $Z $ZG $RACE https://consensusmedia.substack.com/p/buying-and-selling-guide-for-tuesdays https://consensusmedia.substack.com/p/buying-and-selling-guide-for-tuesdays"
X Link 2026-02-09T17:53Z 42.6K followers, [----] engagements

"*UPWORK SEES 1Q REV $192-197M VS. $201M EST Who would've thought that a marketplace for freelance coders would have a disappointing near term revenue outlook. Prob. going to hit $FVRR too. Shares -19% $UPWK:"
X Link 2026-02-09T21:06Z 42.6K followers, [----] engagements

"ZoomInfo $GTM -10% on results as folks realize you can just ask Grok to find any corporate contact info you seek:"
X Link 2026-02-09T21:11Z 42.6K followers, 11.1K engagements

"@Crussian17 Replaced by Mr Beast"
X Link 2026-02-09T22:13Z 42.6K followers, [----] engagements

"Week over week probably has wild volatility - and how was this number not north of 100% Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T01:07Z 42.6K followers, [----] engagements

"Buying and Selling Guide for Wednesday's Earnings: Shopify Unity AppLovin T-Mobile Cisco HubSpot and Many More $SHOP $U $APP $TMUS $CSCO $HUBS https://www.earnings-edge.com/p/buying-and-selling-guide-for-tuesdays-bda https://www.earnings-edge.com/p/buying-and-selling-guide-for-tuesdays-bda"
X Link 2026-02-10T03:54Z 42.6K followers, 11.8K engagements

"Turning the Beat Around Recapping Spotify's Actuals vs. Consensus $SPOT https://www.earnings-edge.com/p/turning-the-beat-around-recapping https://www.earnings-edge.com/p/turning-the-beat-around-recapping"
X Link 2026-02-10T12:46Z 42.6K followers, [----] engagements

"ZoomInfo $GTM now -17% ZoomInfo $GTM -10% on results as folks realize you can just ask Grok to find any corporate contact info you seek: https://t.co/tJLmhVYYND ZoomInfo $GTM -10% on results as folks realize you can just ask Grok to find any corporate contact info you seek: https://t.co/tJLmhVYYND"
X Link 2026-02-10T13:05Z 42.6K followers, [----] engagements

"*S&P GLOBAL SEES FY26 EPS $19.40-19.65 VS. $20 EST. $SPGI -16% $MCO -11% $MORN -8% $FDS -7%"
X Link 2026-02-10T13:29Z 42.6K followers, [----] engagements

"$SPOT +11% Turning the Beat Around Recapping Spotify's Actuals vs. Consensus $SPOT https://t.co/k3HaJq2yDA Turning the Beat Around Recapping Spotify's Actuals vs. Consensus $SPOT https://t.co/k3HaJq2yDA"
X Link 2026-02-10T13:29Z 42.6K followers, [----] engagements

"RETAIL SALES APOCALYPSE - DEC. SALES FLAT M/M VS. +0.4% EST"
X Link 2026-02-10T13:31Z 42.6K followers, [----] engagements

"A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://www.earnings-edge.com/p/a-dog-in-heat-recapping-datadogs https://www.earnings-edge.com/p/a-dog-in-heat-recapping-datadogs"
X Link 2026-02-10T13:54Z 42.6K followers, 10.7K engagements

"$DDOG +15% A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq"
X Link 2026-02-10T13:54Z 42.6K followers, [----] engagements

"*ELECTRONIC ARTS DEAL EXPECTED TO CLOSE DURING 1Q OF FISCAL YEAR "THE TIMING OF OUR LARGEST LBO OF ALL TIME GIVES US AT LEAST [--] MONTHS BEFORE ALL VIDEO GAME IP IS WORTHLESS DUE TO AI VIBE CODING" $EA"
X Link 2026-02-10T14:21Z 42.6K followers, [----] engagements

"$MAR +8% to a new all-time high: $MAR Ritz Carlton brand has seen strong consumer interest in our trackers https://t.co/oGPP89rLfi $MAR Ritz Carlton brand has seen strong consumer interest in our trackers https://t.co/oGPP89rLfi"
X Link 2026-02-10T14:31Z 42.6K followers, [----] engagements

"Masco $MAS +9% - breath of fresh air for repair and remodel spend. Masco's brands:"
X Link 2026-02-10T14:34Z 42.6K followers, [----] engagements

"*ZOOMINFO HALTED FOR VOLATILITY $GTM $ZI ZoomInfo $GTM -10% on results as folks realize you can just ask Grok to find any corporate contact info you seek: https://t.co/tJLmhVYYND ZoomInfo $GTM -10% on results as folks realize you can just ask Grok to find any corporate contact info you seek: https://t.co/tJLmhVYYND"
X Link 2026-02-10T14:40Z 42.6K followers, [----] engagements

"The Southwest $LUV chart was not what I expected to see based on the overflowing customer hate on my newsfeed"
X Link 2026-02-10T15:18Z 42.6K followers, [----] engagements

"It feels like the bar has gotten low enough for now in software if this forward outlook leaves Datadog $DDOG +15% on the day: A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq"
X Link 2026-02-10T15:33Z 42.6K followers, [----] engagements

"It feels like the bar has gotten low enough for now in software if this forward outlook leaves Datadog $DDOG +15% on the day: A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq A Dog in Heat: Recapping Datadog's Actuals vs. Consensus $DDOG https://t.co/X7OLQlLVJq"
X Link 2026-02-10T15:41Z 42.6K followers, [----] engagements

"Roblox already flew - it looks like Reddit shareholders played some musical chairs while the stock rebased. Shares +7% today almost back to pre-earnings. Looks good @SixSigmaCapital $RBLX $RDDT Clearing the Hurdles: Recapping Roblox and Reddit Earnings $RBLX $RDDT https://t.co/YQrXVAYYES Clearing the Hurdles: Recapping Roblox and Reddit Earnings $RBLX $RDDT https://t.co/YQrXVAYYES"
X Link 2026-02-10T15:46Z 42.6K followers, [----] engagements

"So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results:"
X Link 2026-02-10T15:59Z 42.6K followers, 16.5K engagements

"*SOUTHWEST $LUV CLIMBS TO MULTI-YEAR HIGHS AS CUSTOMER EXODUS ACCELERATES Dear @SouthwestAir: Your new seating rules and boarding procedures are a DISASTER. Boarding is chaos. Deboarding is even worse. Your new boarding order leads to front bins being filled by back seaters before longtime A-Listers even board. This leads to madness upon deboarding https://t.co/N06K2K6XgC Dear @SouthwestAir: Your new seating rules and boarding procedures are a DISASTER. Boarding is chaos. Deboarding is even worse. Your new boarding order leads to front bins being filled by back seaters before longtime"
X Link 2026-02-10T16:05Z 42.6K followers, [----] engagements

"What happened to Schwab $SCHW"
X Link 2026-02-10T16:11Z 42.6K followers, 15.7K engagements

"$RJF and $MS similar:"
X Link 2026-02-10T16:18Z 42.6K followers, [----] engagements

"I know they own E*Trade but it feels odd to knock $MS -4% on this sympathy What happened to Schwab $SCHW https://t.co/P9ksNZrpkn What happened to Schwab $SCHW https://t.co/P9ksNZrpkn"
X Link 2026-02-10T16:24Z 42.6K followers, [----] engagements

"I take that back - this looks more like an ALL TIME HIGH for $TOL. are we really pricing in a historic boom in high end production homebuilding (average price $1.1M) What am I missing here. Toll Brothers $TOL quietly at a cycle-high forward P/E https://t.co/1hDmhpDQ2N Toll Brothers $TOL quietly at a cycle-high forward P/E https://t.co/1hDmhpDQ2N"
X Link 2026-02-10T17:52Z 42.6K followers, [----] engagements

"Curious if you see anything supporting this sort of building boom @RickPalaciosJr"
X Link 2026-02-10T17:56Z 42.6K followers, [----] engagements

"@Sleepysolcap @RickPalaciosJr Toll has never really had material short interest though"
X Link 2026-02-10T18:01Z 42.6K followers, [---] engagements

"When did Twitch add the prominent Roblox stand-alone search button $RBLX Clearing the Hurdles: Recapping Roblox and Reddit Earnings $RBLX $RDDT https://t.co/YQrXVAYYES Clearing the Hurdles: Recapping Roblox and Reddit Earnings $RBLX $RDDT https://t.co/YQrXVAYYES"
X Link 2026-02-10T19:05Z 42.6K followers, [----] engagements

"*QVC IN TALKS WITH CREDITORS ABOUT POTENTIAL BANKRUPTCY FILING Some will call it the golden age of shopping"
X Link 2026-02-10T19:21Z 42.6K followers, [----] engagements

"Why are they killing USA Semiconductor today (Intel)"
X Link 2026-02-10T19:43Z 42.6K followers, [----] engagements

"@relentlessbid Outside of memory the major names are hanging in pretty solidly"
X Link 2026-02-10T19:52Z 42.6K followers, [---] engagements

"They're growing up so quickly $HOOD $IBKR"
X Link 2026-02-10T21:12Z 42.6K followers, [----] engagements

"Guys and gals you never ever sell $UBER on a bad $LYFT print"
X Link 2026-02-10T21:25Z 42.6K followers, [----] engagements

"Buying and Selling Guide for Thursday's Earnings: Toast DraftKings Pinterest Coinbase Applied Materials Airbnb Expedia Dutch Bros Rivian and Many More $TOST $DKNG $PINS $COIN $AMAT $ABNB $EXPE $BROS $RIVN https://www.earnings-edge.com/p/buying-and-selling-guide-for-thursdays https://www.earnings-edge.com/p/buying-and-selling-guide-for-thursdays"
X Link 2026-02-11T01:39Z 42.6K followers, 16.4K engagements

"Was This Well Telegraphed Enough Recapping Robinhood's Actuals vs. Consensus $HOOD"
X Link 2026-02-11T02:32Z 42.6K followers, [----] engagements

"Taylor Morrison $TMHC guides FY revenue $6.38-6.49B vs $6.84B est. Ultimately the jobs data may matter more than this large sales shortfall. So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD"
X Link 2026-02-11T12:57Z 42.6K followers, [----] engagements

"@purveyoroffunds Premarket trading outside of $DHI $LEN $PHM is often completely nonsensical. They did hit on everything else though"
X Link 2026-02-11T13:06Z 42.6K followers, [--] engagements

"Holy Order Book: Recapping Vertiv's Actuals vs. Consensus $VRT https://www.earnings-edge.com/p/holy-order-book-recapping-vertivs https://www.earnings-edge.com/p/holy-order-book-recapping-vertivs"
X Link 2026-02-11T13:35Z 42.6K followers, [----] engagements

"As it turns out AI can do Angie's List (shocking I know) $ANGI Q4 REVENUE $241M VS. $244M EST $ANGI SEES Q1 REVENUE -1% TO -3% VS. +2% EST $ANGI SEES [----] EBITDA $145-150M VS. $156M EST"
X Link 2026-02-11T13:52Z 42.6K followers, [----] engagements

"Bears United: Recapping Unity's Actuals vs. Consensus $U https://www.earnings-edge.com/p/bears-united-recapping-unitys-actuals https://www.earnings-edge.com/p/bears-united-recapping-unitys-actuals"
X Link 2026-02-11T14:06Z 42.6K followers, [----] engagements

"$VRT +16% new ATH Holy Order Book: Recapping Vertiv's Actuals vs. Consensus $VRT https://t.co/JOqo1ghtIP Holy Order Book: Recapping Vertiv's Actuals vs. Consensus $VRT https://t.co/JOqo1ghtIP"
X Link 2026-02-11T14:08Z 42.6K followers, [----] engagements

"$U -23%. somehow not even de-risked enough Bears United: Recapping Unity's Actuals vs. Consensus $U https://t.co/E7uosxFms1 Bears United: Recapping Unity's Actuals vs. Consensus $U https://t.co/E7uosxFms1"
X Link 2026-02-11T14:09Z 42.6K followers, [----] engagements

"So the $VRT correlation with AI buildout seems to be breaking down"
X Link 2026-02-11T15:17Z 42.6K followers, [----] engagements

"Only one thing can save Duolingo now (temporarily) *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession"
X Link 2026-02-11T15:27Z 42.6K followers, [----] engagements

"*CARVANA FOLLOWS PEER APPLOVIN LOWER DESPITE STRENGTH IN AUTO DEALERS"
X Link 2026-02-11T15:40Z 42.6K followers, [----] engagements

"Apocalypse market open Apple +2% like clockwork $AAPL"
X Link 2026-02-11T15:51Z 42.6K followers, [----] engagements

"Interestingly David Einhorn just suggested he is short homebuilders ("I am negative on housing") - as of last update he was the largest shareholder of $GRBK (a homebuilder named after his firm). Holds via DME + his name as an individual: So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD"
X Link 2026-02-11T16:26Z 42.6K followers, [----] engagements

"AppLovin $APP does not miss - if they do today look out below: Buying and Selling Guide for Wednesday's Earnings: Shopify Unity AppLovin T-Mobile Cisco HubSpot and Many More $SHOP $U $APP $TMUS $CSCO $HUBS https://t.co/jf9wlgRyxl Buying and Selling Guide for Wednesday's Earnings: Shopify Unity AppLovin T-Mobile Cisco HubSpot and Many More $SHOP $U $APP $TMUS $CSCO $HUBS https://t.co/jf9wlgRyxl"
X Link 2026-02-11T16:50Z 42.6K followers, 13.8K engagements

"CNBC: "And the S&P [---] is flat on the day." Average retail investor:"
X Link 2026-02-11T17:06Z 42.6K followers, [----] engagements

"*DUOLINGO COMPLETES 5-FOR-1 STOCK SPLIT $DUOL"
X Link 2026-02-11T17:45Z 42.6K followers, 115.7K engagements

"Where can I get some Quad God merch"
X Link 2026-02-11T17:54Z 42.6K followers, [----] engagements

"A Blue Owl data center or a Meta data center Or should we ask E&Y META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA"
X Link 2026-02-11T18:02Z 42.6K followers, [----] engagements

"Looking for the BofA $ETSY note if anyone has a copy"
X Link 2026-02-11T19:06Z 42.6K followers, [----] engagements

"@Crussian17 Are they even doing open market purchases Where are the Form 4s"
X Link 2026-02-11T19:07Z 42.6K followers, [---] engagements

"Today will be the first day ever (that I can see) that McDonald's reports in the afternoon instead of the morning. probably nothing. $MCD"
X Link 2026-02-11T19:20Z 42.6K followers, [----] engagements

"$PAR trades as if they pay their customers for product use - maybe they do Each new customer win = 10% drawdown"
X Link 2026-02-11T20:30Z 42.6K followers, [----] engagements

"These Cisco $CSCO gross margins are trash"
X Link 2026-02-11T21:11Z 42.6K followers, [----] engagements

"$APP often sells off hard before bouncing big in response to earnings. not saying that happens here but it has happened many many times. AppLovin $APP does not miss - if they do today look out below: https://t.co/lGHj22Ff1A AppLovin $APP does not miss - if they do today look out below: https://t.co/lGHj22Ff1A"
X Link 2026-02-11T21:13Z 42.6K followers, 11.9K engagements

"$FSLY +26% $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1 $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1"
X Link 2026-02-11T21:19Z 42.6K followers, [----] engagements

"Why are we hitting HubSpot $HUBS Looked pretty good on the surface"
X Link 2026-02-11T21:22Z 42.6K followers, [----] engagements

"We're now $43/sh higher or 10% $APP $APP often sells off hard before bouncing big in response to earnings. not saying that happens here but it has happened many many times. $APP often sells off hard before bouncing big in response to earnings. not saying that happens here but it has happened many many times"
X Link 2026-02-11T22:11Z 42.6K followers, [----] engagements

"2026 24H trading in Palantir playing out in reverse of [----] $PLTR"
X Link 2026-02-12T01:09Z 42.6K followers, [----] engagements

"As expected $TMHC ends the day as the worst performer of the larger builders. this despite a positive surprise with results. So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD So yeah I would say the next major homebuilder to report Taylor Morrison $TMHC will have a down day tomorrow after results: https://t.co/0mxYLsBcnD"
X Link 2026-02-12T01:18Z 42.6K followers, [----] engagements

"Buying and Selling Guide for Friday's Earnings: Wendy's Moderna Advance Auto Parts Cameco and Many More $WEN $MRNA $AAP $CCJ https://www.earnings-edge.com/p/buying-and-selling-guide-for-fridays https://www.earnings-edge.com/p/buying-and-selling-guide-for-fridays"
X Link 2026-02-12T03:19Z 42.6K followers, [----] engagements

"Sandisk investors this morning $SNDK"
X Link 2026-02-12T13:33Z 42.6K followers, [----] engagements

"$HUBS +7% as the instinctive "sell all software on results" backfired Why are we hitting HubSpot $HUBS Looked pretty good on the surface. Why are we hitting HubSpot $HUBS Looked pretty good on the surface"
X Link 2026-02-12T14:22Z 42.6K followers, [----] engagements

"$FSLY +40% $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1 $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1"
X Link 2026-02-12T14:23Z 42.6K followers, [----] engagements

"McDonald's $MCD Comps Blowout - Shares Muted New ATH inbound"
X Link 2026-02-12T14:27Z 42.6K followers, [----] engagements

"$FSLY +61% $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1 $FSLY our tracking displayed excess strength Reported: $172.61M Street: $161.36M TickerTrends: $167.78M https://t.co/DLpmMcYvX1"
X Link 2026-02-12T14:33Z 42.6K followers, [----] engagements

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