[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ConsensusGurus Avatar @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.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks #1743 technology brands XXXXX% finance XXXXX% cryptocurrencies #2794 fashion brands #2852 automotive brands #5568 countries XXXX% travel destinations XXXX%

Social topic influence $rh #6, $avgo #40, $orcl #18, oracle #46, $lulu #99, $cvna #14, $snps #5, adobe #248, $adbe #16, $tol #31

Top accounts mentioned or mentioned by @kingkang80 @tagthatstock @tickerplus @subtleinduction @hedgeyeretail @loftyonx @takethelearly @vibeship1 @grogukingarthur @leakmealpha @davidfaber @reedhastings @kakashiii111 @jbulltard1 @blondesnmoney @zerohedge @gilluria @dadavidsonco @mrderivatives @randinvest

Top assets mentioned RH (RH) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) Lululemon Athletica Inc (LULU) Carvana Co. (CVNA) Synopsys, Inc. (SNPS) Adobe, Inc. (ADBE) Toll Brothers, Inc. (TOL) Autozone Inc (AZO) Wall Street Memes (WSM) Wormhole (W) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) CRH Public Limited Company (CRH) Chewy, Inc. (CHWY) AutoNation, Inc. (AN) CarMax, Inc (KMX) Warner Bros Discovery, Inc. (WBD) Tesla, Inc. (TSLA) Metadium (META) NVIDIA Corp. (NVDA) Zscaler Inc (ZS) Best Buy Co Inc (BBY) Sea Limited (SE) Snowflake, Inc. (SNOW) Cavco Industries Inc. (CVCO) Skycoin (SKY) Lithia Motors, Inc. (LAD) Group X Automotive, Inc. (GPI) Asbury Automotive Group, Inc. (ABG) Sonic Automotive, Inc. (SAH) Thor Industries, Inc. (THO) DigitalBridge Group, Inc. (DBRG) Home Depot, Inc. (HD) Calcium (CAL) Ferguson plc (FERG) Rivian Automotive, Inc. (RIVN) Braze, Inc. Class A Common Stock (BRZE) Oklo Inc. (OKLO) Ares Management, Corp. (ARES) Palantir (PLTR) Warby Parker Inc. (WRBY) Crowdstrike Holdings Inc (CRWD) Kroger Co (KR) GitLab Inc. Class A Common Stock (GTLB) Target Corporation (TGT) Flutter Entertainment plc (FLUT) MongoDB, Inc. (MDB) Orochi Network (ON) Marvell Technology Inc (MRVL) Ross Stores, Inc. (ROST) Veeva Systems, Inc. (VEEV) Hewlett Packard Enterprise Co (HPE)

Top Social Posts

Top posts by engagements in the last XX hours

"This is getting wild. $CVCO -XX% $SKY -X% $LEGH -5%"
X Link 2025-10-06T18:29Z 41.6K followers, 9150 engagements

"$WSM on tap - are they in the winners camp of furniture ( $W ) or the losers camp ( $RH )"
X Link 2025-11-19T13:47Z 41.6K followers, 1977 engagements

"Doesn't look like the Williams Sonoma $WSM conference call is going so well:"
X Link 2025-11-19T15:42Z 41.6K followers, 2080 engagements

"Used Car Dealer Comp Sheet - Carvana Takes Over The World $CVNA $LAD $AN $KMX $GPI $ABG $SAH $CWH $CRMT"
X Link 2025-12-03T15:51Z 41.6K followers, 3118 engagements

"Here's your Thor $THO earnings fade despite strong results in a single table that we previewed:"
X Link 2025-12-03T19:18Z 41.6K followers, 2160 engagements

"Nice tight range from JPM re: $DBRG"
X Link 2025-12-05T20:48Z 41.6K followers, 5734 engagements

"Drinks on me tonight everyone $CVNA"
X Link 2025-12-05T22:20Z 41.6K followers, 10.5K engagements

"Thanks for the follows Do you mind sharing where youre coming from This is wild. Thanks to @blondesnmoney and a few others for the shout outs"
X Link 2025-12-05T23:40Z 41.6K followers, 10.1K engagements

"Earnings Setups for the Week Ahead: Oracle Broadcom Adobe Lululemon Restoration Hardware Synopsys Toll Brothers AutoZone and Many More $ORCL $AVGO $ADBE $LULU $RH $SNPS $TOL $AZO"
X Link 2025-12-08T03:43Z 41.6K followers, 28.9K engagements

"Toll Brothers $TOL sinks to session lows now -6%. We said in our recap that -X% looked like a steal as a short given the 2026 outlook. We also said sell it into the print in our preview"
X Link 2025-12-09T13:24Z 41.6K followers, 8558 engagements

"Alongside $TOL earnings and conference call we have the Home Depot $HD investor day which investors are not loving (shares -3%):"
X Link 2025-12-09T13:50Z 41.6K followers, 3759 engagements

"Too expensive indeed AutoZone $AZO -X% premarket. From our Setup post:"
X Link 2025-12-09T14:16Z 41.6K followers, 10.5K engagements

"The shorts were correct in Caleres $CAL shares -XX% premarket. From our Setup post:"
X Link 2025-12-09T14:18Z 41.6K followers, 3399 engagements

"$FERG -X% is not surprising take a look at the multiple expansion into the print from our Setup post:"
X Link 2025-12-09T15:09Z 41.6K followers, 3422 engagements

"Is AutoZone $AZO finally breaking down a bit the ultimate recession indicator You have to go back to 2018 for this large of a negative earnings reaction"
X Link 2025-12-09T16:36Z 41.6K followers, 6349 engagements

"If it prints there it will trade there $WBD (although this looks like a platform error)"
X Link 2025-12-09T17:36Z 41.6K followers, 10.9K engagements

"@SubtleInduction Yeah and mega caps do not move X% on no news - maybe you are new to markets"
X Link 2025-12-10T03:25Z 41.6K followers, XXX engagements

"@kingkang80 Intraquarter Or are you referring to the last print"
X Link 2025-12-11T15:49Z 41.6K followers, XX engagements

"Here's Why Carvana Gets the S&P XXX Nod Tomorrow (and Other Info for the Quarterly Index Rebalance) $CVNA"
X Link 2025-12-05T02:34Z 41.7K followers, 412.1K engagements

"*TESLA RISES LEADS ALL MAG7 NAMES AS RIVAL RIVIAN OUTLINES THE FUTURE OF AUTONOMOUS DRIVING HIGHLIGHTING THAT TESLA TECHNOLOGY LAGS CONSIDERABLY $TSLA $RIVN"
X Link 2025-12-12T14:58Z 41.7K followers, 19.1K engagements

"be Carvana used car vending machine hypebeast 2025 stock inexplicably up today despite auto loan apocalypse Tricolor Auto subprime king collapses in biggest automotive loan fraud ever$1B in defaults poof auto delinquencies spiking past X% worse than XX per Fitch CarMax tanks XX% in a day sales dead loan losses bleeding our XXX% approval model churns subprime loans like a slot machine XXXX% of our 2022 $851M loan pool delinquent XXXX% over XX days late Morningstar screams Ally Financial our loan sugar daddy slams brakes as defaults pile up used car prices down XXXX% since XX markets a ghost"
X Link 2025-09-25T17:43Z 41.7K followers, 207.3K engagements

"Braze $BRZE came way in into this print; from our Setups:"
X Link 2025-12-09T21:16Z 41.7K followers, 4692 engagements

"*META PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS $META"
X Link 2025-12-04T14:00Z 41.7K followers, 57.9K engagements

"*META WILL ANNOUNCE PLANS FOR NAME CHANGE NEW STOCK TICKER WITHIN THE COMING WEEKS; "ZUCK" VIEWED AS LEADING CANDIDATE FOR NEW TICKER $META"
X Link 2025-12-04T14:21Z 41.7K followers, 288.2K engagements

"*OKLO RISES XX% AS THE COMPANY RUMORED TO BEGIN SOIL SAMPLES FOR 2045 SITE $OKLO wow"
X Link 2025-12-04T17:08Z 41.7K followers, 124.3K engagements

"Ares $ARES joining the S&P XXX just announced. Blueprint for what to expect in the post below"
X Link 2025-12-08T22:21Z 41.7K followers, 146K engagements

"Imagine that Carvana $CVNA insiders liquidated almost 200000 shares / $100MM into yesterday's forced buying. Don't worry plenty more are on the way"
X Link 2025-12-09T13:17Z 41.7K followers, 27.7K engagements

"Holy Palantir $PLTR"
X Link 2025-12-10T01:18Z 41.7K followers, 128.5K engagements

"Valuable Setups for Chewy Oracle Adobe Synopsys Broadcom Lululemon Costco RH and Many More $CHWY $ORCL $ADBE $SNPS $AVGO $LULU $COST $RH"
X Link 2025-12-10T11:26Z 41.7K followers, 41.1K engagements

"Rivian: "We're gonna make AI chips""
X Link 2025-12-11T18:22Z 41.7K followers, 3343 engagements

"Hock Delivers Again: Recapping Broadcom's Earnings $AVGO"
X Link 2025-12-11T21:30Z 41.7K followers, 13.9K engagements

"$RH results are a tad late:"
X Link 2025-12-11T21:31Z 41.7K followers, 16.7K engagements

"Ugly outlook for $RH nice of them to add this though (which is supported by big increases in square footage):"
X Link 2025-12-11T21:45Z 41.7K followers, 13.7K engagements

"Gary disclosed he is letting his wife write portions of the corporate communications. $RH"
X Link 2025-12-11T22:33Z 41.7K followers, 12.8K engagements

"If you're bidding $RH on the new capital efficient experiences to be disclosed next quarter - please see below the graveyard of failed 'experiences':"
X Link 2025-12-11T22:37Z 41.7K followers, 6176 engagements

"$RH needs a separate conference call to hear about trends in the core furniture sales business"
X Link 2025-12-11T22:51Z 41.7K followers, 7918 engagements

"@HedgeyeRetail Are you still long $RH in the PA"
X Link 2025-12-12T12:02Z 41.7K followers, XXX engagements

"*NVIDIA CONSIDERS MAYBE JUST MAYBE RAISING H200 CHIP OUTPUT ON POTENTIAL CHINA DEMAND: REUTERS $NVDA"
X Link 2025-12-12T13:13Z 41.7K followers, 2661 engagements

"Warby Parker $WRBY is a $60B business @HedgeyeRetail"
X Link 2025-12-12T13:43Z 41.7K followers, 28K engagements

"And there's the denial - but there's probably at LEAST a grain of truth. $ORCL"
X Link 2025-12-12T18:20Z 41.7K followers, 9396 engagements

"@LoftyOnX The Curacao call buying by the trust was just too much - clearly Rivian rolling out better FSD tech than what Tesla offers is bullish for Tesla"
X Link 2025-12-12T21:50Z 41.7K followers, XX 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 41.6K followers, 25.8K engagements

"Prior $ALLY mentions of $CVNA on earnings calls:"
X Link 2025-10-16T14:40Z 41.7K followers, 5173 engagements

"Dear lord: *OWENS CORNING GUIDES 4Q EBITDA of $366M VS. $517M EST What is going on in shelter construction Yesterday we had $JELD -XX% Today we already have $TREX -XX% Now add $OC"
X Link 2025-11-05T12:31Z 41.7K followers, 14.7K engagements

"Good Enough Recapping Sea Limited's 3Q Actuals vs. Consensus $SE"
X Link 2025-11-11T14:09Z 41.6K followers, 6606 engagements

"No wonder they kept StubHub $STUB private for an eternity"
X Link 2025-11-17T18:45Z 41.6K followers, 3651 engagements

"Another Solid Print Against Wayfair-like Expectations: Recapping Williams Sonoma Earnings $WSM $RH $W $ARHS"
X Link 2025-11-19T14:27Z 41.6K followers, 1831 engagements

"Earnings Setups Through The Monday After Thanksgiving: Alibaba Dell Zscaler Zoom Video Abercrombie Best Buy Autodesk Deere Dick's Workday and Many More $BABA $DELL $ZS $ZM $ANF $BBY $ADSK $DE $DIKS $WDAY"
X Link 2025-11-21T03:21Z 41.7K followers, 14.2K engagements

"BLOCK $XYZ SHARES QUICKLY EXTEND DECLINE DOWN XXX% AS MANAGEMENT SPEAKS AT UBS CONFERENCE"
X Link 2025-12-02T18:09Z 41.6K followers, 17.8K engagements

"*PAYPAL $PYPL WELCOMES DECEMBER BAGHOLDERS AS CFO SAYS BRANDED Q4 CHECKOUT GROWTH IS SLOWER"
X Link 2025-12-03T16:33Z 41.6K followers, 6933 engagements

"The Forward Margin Outlook Ooph: Recapping Snowflake's Earnings $SNOW"
X Link 2025-12-03T21:19Z 41.7K followers, 6949 engagements

"I'll be ready to buy Figma's stock when they start charging me for their free product that I would gladly pay to use. $FIG"
X Link 2025-12-08T04:10Z 41.6K followers, 6494 engagements

"The underperformance of late wasn't enough to save Ollie's Bargain Outlet $OLLI; shares -6%. From our Setup post:"
X Link 2025-12-09T14:19Z 41.6K followers, 3011 engagements

"*SPACEX SEEKS TO RAISE WELL OVER $30B IN IPO"
X Link 2025-12-09T20:48Z 41.6K followers, 4759 engagements

"Will Investors Welcome $600B in RPO A Preview of Oracle's Earnings Take a look at Consensus Expectations and Earnings Setup History back to 2020 $ORCL"
X Link 2025-12-10T14:22Z 41.7K followers, 4012 engagements

"Error or not it didn't matter. $WBD completes the "if it prints there it will trade there" in rapid order"
X Link 2025-12-10T17:17Z 41.7K followers, 6937 engagements

"I don't follow the 'customers bring their own chips' or the 'suppliers rent their components' comments. Anyone"
X Link 2025-12-10T22:39Z 41.7K followers, 6900 engagements

"Lovesac $LOVE investors were too optimistic about visibility to a positive earnings inflection. Shares -15%. We get another much much more important furniture report this afternoon from $RH. Preview coming shortly"
X Link 2025-12-11T12:57Z 41.7K followers, 4088 engagements

"@zerohedge They're innovating - saving their loan pipeline by extending sub prime auto loans to XX years"
X Link 2025-12-11T14:40Z 41.7K followers, 1780 engagements

"@taketheLearly Why do you say that - are the putting the company coffee machines back in the VMWare building"
X Link 2025-12-11T21:20Z 41.6K followers, XX engagements

"What's the news on JetBlue. $JBLU"
X Link 2025-12-11T16:36Z 41.7K followers, 5111 engagements

"Narrator: It will not recover. 1AM press release on a weekend. $SRPT"
X Link 2025-06-15T17:20Z 41.7K followers, 8832 engagements

"Housing ripping Wayfair $W -X% because Jefferies says holiday season start was bad"
X Link 2025-12-03T14:43Z 41.7K followers, 2027 engagements

"*ORACLE SAYS SOME CUSTOMERS WILL BRING THEIR OWN CHIPS; SOME SUPPLIERS WILL RENT THEIR COMPONENTS; AS A RESULT ORACLE NEEDS TO RAISE LESS CASH THAN ANALYSTS PROJECT Analysts just forecasted a $5B 2Q cash outflow and Oracle burned $10B"
X Link 2025-12-10T22:38Z 41.7K followers, 94.8K engagements

"Broadcom Lululemon RH and many more today - Setups outlined in the post below: $AVGO $LULU $RH"
X Link 2025-12-11T16:34Z 41.7K followers, 4731 engagements

"Hey @gilluria - you just said on CNBC that you had early access to ChatGPT-5.2. Is that firmwide at @DADavidsonCo Just your team"
X Link 2025-12-11T18:12Z 41.7K followers, 2294 engagements

"*LULULEMON ANNOUNCES CEO SUCCESSION PLAN"
X Link 2025-12-11T21:05Z 41.7K followers, 3513 engagements

"China Boom + Calvin Boo: Recapping lululemon's Earnings $LULU"
X Link 2025-12-11T21:19Z 41.7K followers, 2765 engagements

"Yes It Is Still a Disaster: Recapping RH's Earnings . but expectations were so low they were an inch into the dirt. $RH"
X Link 2025-12-11T21:54Z 41.7K followers, 17.2K engagements

"From our preview - beware the squeeeeeze. $RH +11% despite the unending disaster of results"
X Link 2025-12-11T22:18Z 41.7K followers, 3778 engagements

"This one was for you @Mr_Derivatives"
X Link 2025-12-12T19:06Z 41.7K followers, 1951 engagements

"$SAVA down XX% premkt"
X Link 2024-11-25T13:43Z 41.7K followers, 3716 engagements

"Paywall removed re: Carvana $CVNA:"
X Link 2025-12-05T22:23Z 41.7K followers, 19.6K engagements

"What to Expect from Carvana (and CRH) between Now and the S&P XXX Inclusion Date What happens tomorrow and forward: Nearly a decade of precedent index constituent changes $CVNA $CRH"
X Link 2025-12-07T19:45Z 41.7K followers, 77.8K engagements

"Gemini is overloaded"
X Link 2025-12-11T13:56Z 41.7K followers, 3268 engagements

"*DISNEY TO MAKE $1B EQUITY INVESTMENT IN OPENAI *DEAL IS NON-CASH ALL OPENAI EMPLOYEES WILL RECEIVE FREE HULU TV SUBSCRIPTION FOR LIFE ALONG WITH FIVE IMMEDIATE FAMILY MEMBERS; ELIGIBLE EMPLOYEES WILL ALSO GET XX% OFF ESPN+ $DIS wow"
X Link 2025-12-11T14:03Z 41.7K followers, 29.6K engagements

"New $RH XX% off branding just came out - the XX% off sale that has sustained since September 2023 is now the End of Year Sale (prior Fall prior Summer prior Spring prior Winter etc.)"
X Link 2025-12-11T14:30Z 41.7K followers, 4349 engagements

"Should Bears Hibernate Previewing Restoration Hardware / RH Earnings $RH $W $WSM $ARHS"
X Link 2025-12-11T15:42Z 41.7K followers, 12.2K engagements

"$RH vs. $W --- $RH is allergic to rate cuts"
X Link 2025-12-11T20:07Z 41.7K followers, 4207 engagements

"Is this a tell for $RH results CEO listed one of his houses for sale in June (margin issues) but has since pulled it. Stock is lower since so it doesn't completely check out. Interesting nonetheless"
X Link 2025-12-11T20:22Z 41.7K followers, 4194 engagements

"Why were investors so quick to sell the news in Broadcom $AVGO Take a look at how tough the Setup was (from our preview):"
X Link 2025-12-11T22:47Z 41.7K followers, 10.8K engagements

"$RH sales grew X% but square footage grew about XX% $ARHS sales grew X% against X% square footage growth $WSM sales grew X% against a X% DECLINE in square footage. Not a fair table to include Gary"
X Link 2025-12-12T01:32Z 41.7K followers, 6219 engagements

"@kingkang80 Oh I'm well aware - hence why I've been reticent to do this other than at a few opportunistic spots in the wake of $KMX / $AN results + peer bankruptcies"
X Link 2025-12-12T15:52Z 41.7K followers, XXX engagements

"*SOME ORACLE DATA CENTERS FOR OPENAI DELAYED TO 2028 FROM 2027 *LABOR AN ISSUE Guys maybe you should've told us this on the conference call a few days ago $ORCL $MSFT $NVDA $GOOG $GOOGL $AVGO"
X Link 2025-12-12T15:59Z 41.7K followers, 13.3K engagements

"Is Oracle this cycle's Cisco I can't be the first one to say that but after reading the conference call transcript and reading between the lines on the Safra departure I can't help but draw the line between the two. $ORCL $CSCO Thoughts @R_and_Invest"
X Link 2025-12-12T22:03Z 41.7K followers, 16.6K engagements