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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).
Social category influence stocks #3408 finance XXXXX% technology brands XXXXX% cryptocurrencies #2055 countries XXXX% automotive brands XXX% exchanges XXXX% fashion brands XXXX% gaming XXXX% currencies XXXX%
Social topic influence hood #176, $hood #55, $ttd 3.96%, $app 3.6%, $rh 3.24%, applovin 2.88%, $klg #1, $nflx #1151, crcl #16, $crcl #16
Top accounts mentioned or mentioned by @tickerplus @kalshi @levandovsky @adorkssssss @edhill63367243 @vdmandele @planert41 @alexavoigt @radios4freedom @premocollectoor @onodacapital1 @mike10947310 @wagiecapital @pd13158196 @monkegiga1 @bbm010 @investornick @convexititties @rogerjstonejr @sixsigmacapital
Top assets mentioned Robinhood Markets, Inc. (HOOD) Trade Desk, Inc. (TTD) Applovin Corporation (APP) RH (RH) WK Kellogg Co (KLG) Netflix Inc (NFLX) Circle Internet Group, Inc. (CRCL) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Quantum Computing Inc. Common (QUBT) Hewlett Packard Enterprise Co (HPE) Open Custody Protocol (OPEN) Palantir (PLTR) Lennar Corporation (LEN) ANSYS, Inc. (ANSS) Synopsys, Inc. (SNPS) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Marvell Technology Inc (MRVL) Juniper Networks, Inc. (JNPR) Carvana Co. (CVNA) Ares Protocol (ARES) Super Micro Computer, Inc. Common Stock (SMCI) Fartcoin (FARTCOIN) Oscar Health, Inc. (OSCR) CoreWeave, Inc. (CRWV) Mario Coin (COIN) NVR, Inc. (NVR) Etsy Inc (ETSY) Taiwan Semiconductor (TSM) Accenture (ACN) Kroger Co (KR) Darden Restaurants, Inc. (DRI) SharpLink Gaming (SBET) SBET (SBET) DAOLaunch (DAL) Block, Inc. (XYZ) CSX Corporation (CSX) Union Pacific Corporation (UNP) Take-Two Interactive Software, Inc. (TTWO) Autodesk Inc (ADSK) PTC Inc (PTC) Bull Market (BULL) General Electric Company (GE) Lyft, Inc. Class A Common Stock (LYFT)
Top posts by engagements in the last XX hours
"Maybe DJT should try focus grouping some of the messaging" @ConsensusGurus on X 2025-07-12 22:00:29 UTC 33.4K followers, 3994 engagements
"Had my eye on $ETSY for an inflection point for going on almost two years now. Thanks to data from @tickerplus I think we might actually be on the precipice. If you trade or invest in consumer names @tickerplus has a wealth of invaluable social data - and in this case may have cracked the $ETSY inflection. Financial table mine social graphs theirs. They have a full-length analysis post highlighting $ETSY in addition to their platform data:" @ConsensusGurus on X 2025-07-08 00:29:00 UTC 33.4K followers, 6924 engagements
"$PTC premium here looks maybe rich if part stock deal XX% move to new ATH. $ADSK dragged quite a bit lower here" @ConsensusGurus on X 2025-07-09 21:14:40 UTC 33.4K followers, 5878 engagements
"I go make a sandwich and $CRCL falls $14/sh" @ConsensusGurus on X 2025-07-17 17:30:44 UTC 33.4K followers, 2956 engagements
"Another $OSCR downgrade - Wells Fargo this time:" @ConsensusGurus on X 2025-07-11 12:14:27 UTC 33.4K followers, 7230 engagements
"Oh look another cooler than anticipated inflation print. The Fed continues to look silly for this "tariffs are inflation" stance. But maybe next month" @ConsensusGurus on X 2025-07-15 12:38:09 UTC 33.4K followers, 6829 engagements
"We've got three *WEBULL FALLS X% AFTER REPORTING STANDBY EQUITY PURCHASE PACT $BULL" @ConsensusGurus on X 2025-07-03 17:55:40 UTC 33.4K followers, 5414 engagements
"Excellent print from $GE - but we previewed why the bar was extremely high. Shares down despite the quarter:" @ConsensusGurus on X 2025-07-17 14:34:12 UTC 33.4K followers, 3309 engagements
"*TRUMP SAYS US WILL IMPOSE XX% TARIFFS ON EU MEXICO FROM AUG. X TACO man now FAFO man" @ConsensusGurus on X 2025-07-12 12:35:08 UTC 33.4K followers, 9520 engagements
"Jesus on the other hand of Commerzbank - I will not besmirch Jesus" @ConsensusGurus on X 2025-07-18 20:30:50 UTC 33.4K followers, X engagements
"Splitting the stock of a 2X long ETF for Palantir hovering at ATHs and XX million x any valuation metric seems like the perfect recipe for this then becoming a penny stock and facing delisting issues:" @ConsensusGurus on X 2025-07-09 11:15:05 UTC 33.4K followers, 2506 engagements
"At this rate you're not going to be able to order at McDonald's without using a Palantir $PLTR ontology" @ConsensusGurus on X 2025-07-17 15:52:14 UTC 33.4K followers, 3092 engagements
"Where's the potential $LYFT partnership or acquisition here I can't imagine it would be $TSLA after having already built out their own app" @ConsensusGurus on X 2025-07-09 15:16:36 UTC 33.4K followers, 3536 engagements
"The $ASML Earnings Setup and Downloadable Consensus Model Results out tomorrow morning for the all important semis equipment name" @ConsensusGurus on X 2025-07-15 21:26:16 UTC 33.4K followers, 8976 engagements
"Should we be cheering for runaway pricing in an alternative currency (bitcoin) as the USD debt spiral accelerates" @ConsensusGurus on X 2025-07-14 12:59:24 UTC 33.4K followers, 2383 engagements
"Robinhood $HOOD and AppLovin $APP get another shot at joining the S&P XXX this week: Synopsys expects to close Ansys acquisition on or about July 17th. $SNPS $ANSS" @ConsensusGurus on X 2025-07-14 13:08:13 UTC 33.4K followers, 31.2K engagements
"BREAKING: TRUMP SEEKS TO BLOCK ITALIANS FROM BUYING FRUIT LOOP MAKER KELLOGG CITING NATIONAL SECURITY REASONS; WE BANNED SOME DYES HERE BUT NOT ALL DYES Wow $KLG" @ConsensusGurus on X 2025-07-09 22:09:34 UTC 33.4K followers, 15.2K engagements
"The Taiwan Semi $TSM Earnings Setup and Downloadable Consensus Model Results tomorrow morning" @ConsensusGurus on X 2025-07-16 12:10:42 UTC 33.4K followers, 12.7K engagements
"We're one Tesla investment in SpaceX or xAI away from this being as circular as the Nvidia - CoreWeave - Core Scientific mess $TSLA $NVDA $CRWV $CORZ" @ConsensusGurus on X 2025-07-12 22:33:25 UTC 33.4K followers, 6088 engagements
"The end is near Netflix $NFLX actually declined on a tariff headline" @ConsensusGurus on X 2025-07-18 16:41:35 UTC 33.4K followers, 2350 engagements
"Did the $CRCL and $COIN folks just see this" @ConsensusGurus on X 2025-07-15 18:45:31 UTC 33.4K followers, 8836 engagements
"Circle $CRCL trades like peak $SMCI had a kid with everyday Fartcoin" @ConsensusGurus on X 2025-07-16 17:48:43 UTC 33.4K followers, 15.5K engagements
"Are $OPEN and $OPAD trying to tell us something" @ConsensusGurus on X 2025-07-08 01:32:17 UTC 33.4K followers, 8430 engagements
"The Trade Desk is the newest member of the S&P XXX At $37B market cap $TTD is just a faction of many larger eligible candidates. Committee comments: "We view The Trade Desk's novel advertising platform as a mainstay for the S&P XXX index. Surely the likes of Google Meta and Amazon are not crowding out their business model."" @ConsensusGurus on X 2025-07-14 21:19:15 UTC 33.4K followers, 32.4K engagements
"Earnings movers. Consumer names big winners. CarMax $KMX +9% Darden Restaurants $DRI +5% Kroger $KR +3% and the only loser: Accenture $ACN -6%" @ConsensusGurus on X 2025-06-20 13:23:18 UTC 33.4K followers, 2246 engagements
"Chevron $CVX with the surprise and abrupt closing of the Hess $HES deal this morning - here are my thoughts on what that means for $HOOD today (yes Robinhood):" @ConsensusGurus on X 2025-07-18 13:21:25 UTC 33.4K followers, 10K engagements
"*ASTRONOMER PUTS CEO BYRON CHIEF PEOPLE OFFICER ON LEAVE: AXIOS @Kalshi" @ConsensusGurus on X 2025-07-18 19:47:29 UTC 33.4K followers, 3693 engagements
"Go try a TickerTrends account if the stocks you look at touch consumer in any way:" @ConsensusGurus on X 2025-06-10 17:04:27 UTC 33.4K followers, 3885 engagements
"These are via grant and very small amounts $OSCR" @ConsensusGurus on X 2025-07-15 21:43:04 UTC 33.4K followers, 4373 engagements
"What to Expect from $AVAV and $VCTR Following the S&P Index Changes" @ConsensusGurus on X 2025-07-15 22:50:13 UTC 33.4K followers, 5302 engagements
"More S&P index movement this evening - given $TTD closed +7% exactly the average move we outlined in the post below please visit our Substack where we'll post anticipated moves for this evening's change names:" @ConsensusGurus on X 2025-07-15 21:20:07 UTC 33.4K followers, 13.3K engagements
"Netflix $NFLX makes the crowded long list and $ETSY makes the crowded short list from GS. Weve written on each of these" @ConsensusGurus on X 2025-07-14 18:22:59 UTC 33.4K followers, 4169 engagements
"So does the $3B number the WSJ cited mean they were in cahoots with the insider trading folks $KLG tanks here on a much lower $23/sh price - I guess thats $2.5B rounded up lol" @ConsensusGurus on X 2025-07-10 12:59:26 UTC 33.4K followers, 3749 engagements
"Oh look another cooler than anticipated inflation print. The Fed continues to look silly for this "tariffs are inflation" stance. But maybe next month" @ConsensusGurus on X 2025-07-16 12:31:00 UTC 33.4K followers, 3058 engagements
"Clearly they see a bright future for Quantum Beverage $QUBT after the C-suite resigned" @ConsensusGurus on X 2025-07-17 16:14:18 UTC 33.4K followers, 3320 engagements
"*SHARPLINK GAMING FALLS XX% AFTER THE COMPANY FILES TO DUMP $5B OF SHARES ON RETAIL $SBET" @ConsensusGurus on X 2025-07-18 17:54:18 UTC 33.4K followers, 3820 engagements
"$KLG closes at $XXXXX - given this deal speculation began in February and clearly no additional bidder involved themselves over almost half a year - who would suddenly be involved" @ConsensusGurus on X 2025-07-17 20:43:37 UTC 33.4K followers, 3730 engagements
"Alright Im there - Ill short some of $TTD" @ConsensusGurus on X 2025-07-14 23:02:05 UTC 33.4K followers, 6962 engagements
"Since everyone is suddenly all over the Opendoor $OPEN fundamentals heres the quarterly Consensus model - income statement balance sheet statement of cash flows and key performance metrics:" @ConsensusGurus on X 2025-07-17 12:58:52 UTC 33.4K followers, 2089 engagements
"*SAREPTA $SRPT ANNOUNCES RESTRUCTURING PLAN" @ConsensusGurus on X 2025-07-16 20:26:53 UTC 33.4K followers, 2926 engagements
"If this somehow does come to fruition you need to be buying high beta housing - think $OPEN / $OPAD if feeling frisky. Subscale builders will also be big winners as will the whole lot" @ConsensusGurus on X 2025-06-29 12:47:12 UTC 33.4K followers, 7466 engagements
"A tale of two days and two banks $CRCL +8% as Bank of America says it will partner with stablecoin networks" @ConsensusGurus on X 2025-07-16 14:00:17 UTC 33.4K followers, 5537 engagements
"This needs further discussion - why is $RH discounting product not available until January 2026 by XX% Makes no sense on the surface" @ConsensusGurus on X 2025-07-07 19:25:35 UTC 33.4K followers, 9791 engagements
"Looks like he made his followers a lot of money being long $UNH with a $XXX price target:" @ConsensusGurus on X 2025-07-11 13:09:26 UTC 33.4K followers, 5845 engagements
"Kura Sushi is quietly a billion dollar chain mini-empire and Ive still never seen one in the flesh nor have I ever met anyone who has been to one They exist right and are good $KRUS" @ConsensusGurus on X 2025-07-08 20:30:41 UTC 33.4K followers, 3983 engagements
"What's stopping $RKT and $UWMC from participating in the rally today" @ConsensusGurus on X 2025-07-10 18:21:40 UTC 33.4K followers, 2521 engagements
"@adorkssssss I faded yesterday - came out modestly ahead between some $LEN and some $RH - leaders in their respective groups. Should've held" @ConsensusGurus on X 2025-07-11 16:16:44 UTC 33.4K followers, XX engagements
"One explanation = $RH is in desperate need of cash to meet their absurd guidance calling for FCF to inflect from -$214M last year to +$300M this year in one of the worst housing markets we've seen. Why not just take customer deposits on heavily discounted items thereby juicing operating cash flow while not owing an outflow until next year" @ConsensusGurus on X 2025-07-10 14:47:28 UTC 33.4K followers, 3064 engagements
"Airline Comp Sheet into the Delta Print $DAL $UAL $AAL $LUV $ALK $SKYW $JBLU $ALGT $ULCC $UP $SNCY" @ConsensusGurus on X 2025-07-09 12:44:48 UTC 33.4K followers, 3930 engagements
"Netflix $NFLX Consensus Model into this week's print - downloadable Excel file with detailed estimates across the P&L cash flows and balance sheet - along with major KPIs like subscriber expectations:" @ConsensusGurus on X 2025-07-14 13:27:50 UTC 33.4K followers, 11.8K 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" @ConsensusGurus on X 2025-02-28 16:20:30 UTC 33.4K followers, 25.8K engagements
"I read a similar story on the back of their earnings but it shouldn't come as a surprise given the state of new construction housing. $LEN $DHI $PHM $TOL $NVR $KBH $XHB $ITB" @ConsensusGurus on X 2025-06-30 16:32:21 UTC 33.4K followers, 3611 engagements
"*SHARPLINK GAMING CLIMBS X% AFTER THE COMPANY FILES TO DUMP $5B OF SHARES ON RETAIL $SBET" @ConsensusGurus on X 2025-07-17 21:19:02 UTC 33.4K followers, 10.7K engagements
"Why is Gemini the runaway winner here yet my timeline is full of "Grok X is the best ever" content What am I missing A rules technicality" @ConsensusGurus on X 2025-07-15 12:45:52 UTC 33.4K followers, 8690 engagements
"Another interesting and typically reliable way to trade index changes - todays close saw a very large $TTD order imbalance selling the stock sharply lower into the close. AH the stock is now back higher but this AH move likely wont translate to tomorrow:" @ConsensusGurus on X 2025-07-16 23:36:00 UTC 33.4K followers, 4632 engagements
"United Homes Group $UHG on back-to-back big days off of an "exploring strategic options" press release. $UHG is XX% land options similar to $NVR and $SDHC and to a lesser extent $DFH. At $4/sh $UHG is close to 4x book - why not just buy better scale at $SDHC for 3x" @ConsensusGurus on X 2025-07-17 14:27:26 UTC 33.4K followers, 7537 engagements
"If I look at this setup table in a vacuum - I'd say Netflix $NFLX is in for a bad earnings reaction. Running way too hot" @ConsensusGurus on X 2025-07-14 00:21:26 UTC 33.4K followers, 29.7K engagements
"LEAD WALL STREET ANALYST: "WE SEE DIRECT SALES TO CHINA ADDING 250BPS TO 2026 $NVDA MARGINS VS SALES THRU INTERMEDIARIES IN SINGAPORE AND MALAYSIA - OUR SALES ESTIMATES ARE UNCHANGED." $NVDA" @ConsensusGurus on X 2025-07-15 02:07:31 UTC 33.4K followers, 4877 engagements
"The average single day move for names joining the S&P XXX from nowhere is X% across almost a decade of data. $TTD is +14% in AH. Since this is purely a technical flow with fundamentals unchanged the full move often reverses - as we saw with $DDOG recently. Again buyer beware" @ConsensusGurus on X 2025-07-14 22:03:10 UTC 33.4K followers, 15.6K engagements
"Is Dave Portnoy @stoolpresidente buying $10M in Tesla $TSLA bullish or bearish" @ConsensusGurus on X 2025-07-08 01:05:44 UTC 33.4K followers, 2816 engagements
"Netflix $NFLX Consensus model into this evening's all important print:" @ConsensusGurus on X 2025-07-17 12:40:45 UTC 33.4K followers, 3059 engagements
"Is Grab A Gun $PEW a buy at some point around $10" @ConsensusGurus on X 2025-07-17 14:07:11 UTC 33.4K followers, 3077 engagements
"Buyer beware at these levels in $TTD - here's how $DDOG fared surrounding the S&P XXX addition:" @ConsensusGurus on X 2025-07-14 21:25:06 UTC 33.4K followers, 12.3K engagements
"$KLG $XXXXX - call me crazy but I don't see another bidder here for these dying and unhealthy American brands" @ConsensusGurus on X 2025-07-17 18:37:12 UTC 33.4K followers, 7078 engagements
"The JB Hunt $JBHT setup into this afternoon's print:" @ConsensusGurus on X 2025-07-15 21:10:52 UTC 33.4K followers, 3156 engagements
"And if you sub here - send me a DM with your email address and I'll maile it over" @ConsensusGurus on X 2025-07-15 18:49:34 UTC 33.4K followers, 3093 engagements
"Why is PCE the Fed's Preferred Inflation Measure The Personal Consumption Expenditures (PCE) price index is the Federal Reserve's preferred inflation measure for several reasons: Broader Scope: PCE captures a wider range of consumer spending including goods and services purchased directly by households and those paid on their behalf (e.g. employer-provided healthcare). This makes it more comprehensive than the Consumer Price Index (CPI) which focuses on out-of-pocket expenses. Dynamic Weighting: PCE uses a chain-weighted formula adjusting the basket of goods and services based on changing" @ConsensusGurus on X 2025-06-27 12:38:08 UTC 33.4K followers, 2885 engagements
"*GE VERNOVA PAYS NANTUCKET $10.5M FOR WIND FARM TURBINE FAILURE Phew" @ConsensusGurus on X 2025-07-11 13:10:13 UTC 33.4K followers, 2316 engagements
"Bank of New York Mellon and Northern Trust looking to merge according WSJ. State Street on the outside looking in re: leaders in the custodian bank industry. $BK $NTRS $STT" @ConsensusGurus on X 2025-06-22 18:40:14 UTC 33.4K followers, 12K engagements
"Digging in a bit further here due to all of the India news - Jane Street bought shares from Quantum Beverage $QUBT for $XXXXX on June 22nd on the back of departures by both the $QUBT CEO and CFO. Since then the stock has run XX% higher than the purchase price with zero fundamental news a low float and severe borrow restrictions. Totally normal Youll really know its normal when the stock dumps back below $XX immediately after this exit (and yes Jane Street will be playing it that direction too)" @ConsensusGurus on X 2025-07-06 17:33:36 UTC 33.4K followers, 15.1K engagements
"The Week Ahead Earnings Reporters - Momentum Setups $ACN $PDD $MU $NKE $FDX $GIS $LEN $CCL $XPEV $DRI $TME $WSM $FDS $ZTO $JBL $HTHT $NIO $HQY $GDS $QFIN $MNSO $SNDK $OLLI $SRAD $CMC $SAIC $KC $KRMN $FIVE $ASO $VEON $CAAP $STNE $MTSR $YY $FINV $FLOC $SIG" @ConsensusGurus on X 2025-03-15 17:36:57 UTC 33.4K followers, 9883 engagements
"In five minutes we'll get a potential announcement of a new S&P XXX member - here's the largest names not in the group excl $DDOG (just added)" @ConsensusGurus on X 2025-07-14 21:10:13 UTC 33.4K followers, 5137 engagements
"Wild that we have a $4T semis name in the context of the industrys historical cyclicality: The semiconductor industry is highly cyclical more so than many other industries due to its sensitivity to economic conditions technological shifts and supply-demand imbalances. Its cyclicality stems from several factors: X. Demand Fluctuations: Semiconductors are critical components in electronics automotive data centers and consumer goods. Demand surges during economic booms or tech adoption cycles (e.g. 5G AI IoT) but it can plummet during recessions or when inventory builds up. For example the" @ConsensusGurus on X 2025-07-09 17:20:58 UTC 33.4K followers, 3409 engagements
"I really like the odds that AppLovin $APP gets a nod for the S&P XXX as early as TODAY. Juniper $JNPR - $HPE deal is now as good as done opening a slot. Other candidates = $HOOD $MRVL $CVNA $ARES Here are the eligible names not in an index:" @ConsensusGurus on X 2025-06-30 14:03:23 UTC 33.4K followers, 66.4K engagements
"Anyone have the $KLG deal price per share" @ConsensusGurus on X 2025-07-09 20:40:45 UTC 33.4K followers, 9025 engagements
"Can someone smarter than me explain why this is happening $RH" @ConsensusGurus on X 2025-07-10 14:04:23 UTC 33.4K followers, 6482 engagements
"What does a $10B buyout for Starbucks China mean for the US equity in $SBUX (News yesterday) I would think a big share repurchase or special dividend - but how much of this is already in the price here" @ConsensusGurus on X 2025-07-09 13:18:52 UTC 33.4K followers, 2075 engagements
"Another day another X% decline in Quantum Beverage $QUBT after Jane Street files to sell shares on the back of capturing a XX% run higher on no fundamental news" @ConsensusGurus on X 2025-07-11 16:15:43 UTC 33.4K followers, 3993 engagements
"How is the Sonos app and user experience still the worst in the world" @ConsensusGurus on X 2025-07-04 21:47:42 UTC 33.4K followers, 3657 engagements
"Diabolic They're unmanned - and they always blow up: Total Explosions: At least XX documented Starship-related explosions have occurred including five prototype failures (SN8 SN9 SN10 SN11 and Booster 7) and six full-stack or upper-stage incidents (Flights X X X X X and Ship 36)" @ConsensusGurus on X 2025-07-14 18:07:55 UTC 33.4K followers, XX engagements
"*NVIDIA EXPECTS LICENSE TO SELL H20 GPU TO CHINA AGAIN Successful White House trip for Jensen. $NVDA" @ConsensusGurus on X 2025-07-15 01:41:32 UTC 33.4K followers, 38.9K engagements
"@onodacapital1 Where tf is Quantum Beverage $QUBT" @ConsensusGurus on X 2025-07-17 21:17:09 UTC 33.4K followers, 2438 engagements
"Morgan Stanley raises $AMZN PT from $XXX to $XXX "PRIME DAY -XX% LOOKS BULLISH TO US":" @ConsensusGurus on X 2025-07-10 20:28:02 UTC 33.4K followers, 3454 engagements
"Where will this $BHF deal price shake out Thoughts @blondesnmoney" @ConsensusGurus on X 2025-07-15 21:05:11 UTC 33.4K followers, 2816 engagements
"Block $XYZ goes into the S&P XXX LOL. $HOOD is almost 2x the size" @ConsensusGurus on X 2025-07-18 21:16:52 UTC 33.4K followers, 11.1K engagements
"The Fed is going to be made to look real stupid for their tariffs are inflation stance" @ConsensusGurus on X 2025-07-10 01:53:13 UTC 33.4K followers, 12.5K engagements
"*MP MATERIALS $MP OFFERING $500M IN SHARES Straight to Apple" @ConsensusGurus on X 2025-07-16 20:32:10 UTC 33.4K followers, 10.2K engagements
"Maybe not - $CSX recovers losses and is now +1.5% Are we going to see a great train consolidation under Trump" @ConsensusGurus on X 2025-07-17 21:14:22 UTC 33.4K followers, 3318 engagements
"Full reversal in $SOFI - maybe unleashing private company investing on unsophisticated retail investors isnt all that bullish" @ConsensusGurus on X 2025-07-08 16:39:52 UTC 33.4K followers, 2425 engagements
"Here's your Robinhood $HOOD dip afterhours:" @ConsensusGurus on X 2025-07-10 21:17:44 UTC 33.4K followers, 17K engagements
"Before 2027 at only XX% is a bit wild given GTA VI was originally slated for release this year $TTWO" @ConsensusGurus on X 2025-06-30 01:24:55 UTC 33.4K followers, 7890 engagements
"Quantum Beverage $QUBT straight down for three sessions - just as we speculated:" @ConsensusGurus on X 2025-07-09 14:58:53 UTC 33.4K followers, 6852 engagements
"Solid print solid guide from Netflix $NFLX - but it's looking like this was just a name that ran too far into results:" @ConsensusGurus on X 2025-07-17 20:06:18 UTC 33.4K followers, 8345 engagements
"All else equal AppLovin $APP will look like a steal at $XXX if selected at 5:15PM ET today to enter the S&P 500" @ConsensusGurus on X 2025-07-01 14:39:52 UTC 33.4K followers, 16.6K engagements
"Yes Rishi still has a $XX PT on Palantir $PLTR" @ConsensusGurus on X 2025-07-16 13:02:29 UTC 33.4K followers, 3073 engagements
"Not surprising that $JPM's solid quarter resulted in a down day - our setup below. 16x forward earnings was a bit too hot:" @ConsensusGurus on X 2025-07-15 21:09:25 UTC 33.4K followers, 4109 engagements
"It's go time for the S&P index committee. $APP $HOOD $CVNA $ARES $IBKR" @ConsensusGurus on X 2025-07-01 21:10:07 UTC 33.4K followers, 23.6K engagements
"Analyst community is all over the map here for $CRCL:" @ConsensusGurus on X 2025-07-16 16:48:13 UTC 33.4K followers, 3453 engagements
"Are we going to get another offer here for $KLG Three days solidly over the all-cash deal price of $23/sh:" @ConsensusGurus on X 2025-07-16 20:16:24 UTC 33.4K followers, 5650 engagements
"Helen of Troy $HELE -XX% premarket on results - can we trust Gemini here on liquidation value given how atrocious its deal math was for $KLG and yes this is XXX pro:" @ConsensusGurus on X 2025-07-10 13:26:46 UTC 33.4K followers, 3461 engagements
"Are people finally waking up to the idea that CoreWeave $CRWV is a bit of a flawed business model" @ConsensusGurus on X 2025-07-10 19:11:59 UTC 33.4K followers, 13.1K engagements
"*LA-Z-BOY $LZB SEES 1Q SALES AND OPERATING MARGIN AROUND THE LOW END OF GUIDANCE *CITES CHALLENGING CONSUMER AND MACRO ENVIRONMENT No customer overlap with $RH - but another 'weak furniture' 'weak home' datapoint" @ConsensusGurus on X 2025-07-14 20:20:17 UTC 33.4K followers, 9201 engagements
"If you keep waiting you can get $RH furniture for free" @ConsensusGurus on X 2025-07-03 23:36:13 UTC 33.4K followers, 2713 engagements
"@pennycheck Feels like a tough dip to buy here but alas" @ConsensusGurus on X 2025-07-17 20:21:02 UTC 33.4K followers, XXX engagements
"This 10AM PT / 1PM ET court action should act as the final $JNPR deal approval at which point the S&P committee will move quickly to announce a replacement candidate as early as 5:15PM ET today. $APP $HOOD $CVNA $ARES" @ConsensusGurus on X 2025-06-30 16:28:45 UTC 33.4K followers, 5440 engagements
"BrightView $BV - landscape giant - with a quietly large write-down to FY'25 expectations citing macro uncertainty:" @ConsensusGurus on X 2025-07-02 03:47:49 UTC 33.4K followers, 9712 engagements
"Delta $DAL earnings this week - TSA screenings are noisy in tight windows and also XXX% backward looking but we did just notch an all-time high recently:" @ConsensusGurus on X 2025-07-09 12:40:02 UTC 33.4K followers, 6359 engagements
"*UNION PACIFIC EXPLORING DEAL FOR NORFOLK SOUTHERN: WSJ $CSX holders cry out in agony" @ConsensusGurus on X 2025-07-17 20:38:46 UTC 33.4K followers, 6156 engagements
"Watch out for that 10Y yield - HOD. Housing LOD" @ConsensusGurus on X 2025-07-15 14:03:48 UTC 33.4K followers, 3150 engagements
"AppLovin $APP and Robinhood $HOOD holders watching "our ad business is trading into oblivion and our market cap is 1/3rd yours" $TTD getting the S&P XXX nod over them:" @ConsensusGurus on X 2025-07-14 23:14:23 UTC 33.4K followers, 13.7K engagements
"*ROBINHOOD $HOOD RISES TO NEW RECORD NOW LARGER THAN XXX OF THE S&P XXX COMPANIES" @ConsensusGurus on X 2025-07-16 14:25:27 UTC 33.4K followers, 5552 engagements
"Another question = how is $JPM just realizing that they have data so valuable that its existence is propping up billions of dollars in value across fintech" @ConsensusGurus on X 2025-07-11 20:46:06 UTC 33.4K followers, 5777 engagements
"@_Soobas No announcement is generally the big day - heres $DDOG. Peaked on announcement and added X days later:" @ConsensusGurus on X 2025-07-15 00:52:56 UTC 33.4K followers, XXX engagements
"A few more coming to the realization that the stock was a bit too hot - cash open will be interesting for $NFLX" @ConsensusGurus on X 2025-07-18 12:06:25 UTC 33.4K followers, 3662 engagements
"As we predicted Goldman nailed this $RH downgrade (in the wrong direction). She's so far two for two calling inflection points. Maybe the best contra indicator that exists for the stock" @ConsensusGurus on X 2025-06-27 16:46:38 UTC 33.4K followers, 3113 engagements
"@Mike10947310 @TravisWiedower There is still a small subset of very successful companies over the long term that have no IR no conference calls - but to part of your point the business is rather self explanatory. Take homebuilder $NVR for example - they're not developing new tech that needs a nudge" @ConsensusGurus on X 2025-07-09 12:49:31 UTC 33.4K followers, XXX engagements
"$RGTI +28% on what is being booked as a major quantum breakthrough yet Quantum Beverage $QUBT is underperforming the furniture store $W all is right in the world" @ConsensusGurus on X 2025-07-16 17:01:04 UTC 33.4K followers, 1620 engagements