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# ![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460268625080860678.png) @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: XXXXXXX [#](/creator/twitter::1460268625080860678/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460268625080860678/c:line/m:interactions.svg)

- X Week XXXXXXXXX +468%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +7.60%
- X Year XXXXXXXXXX +82%

### Mentions: XX [#](/creator/twitter::1460268625080860678/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460268625080860678/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +13%
- X Year XXXXX +69%

### Followers: XXXXXX [#](/creator/twitter::1460268625080860678/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460268625080860678/c:line/m:followers.svg)

- X Week XXXXXX +17%
- X Month XXXXXX +18%
- X Months XXXXXX +26%
- X Year XXXXXX +45%

### CreatorRank: XXXXXX [#](/creator/twitter::1460268625080860678/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460268625080860678/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #930 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  #1498 [cryptocurrencies](/list/cryptocurrencies)  #395 [fashion brands](/list/fashion-brands)  #1120 [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [events](/list/events)  XXXX%

**Social topic influence**
[$cvna](/topic/$cvna) #4, [$tol](/topic/$tol) #2, [$rh](/topic/$rh) #2, [autozone](/topic/autozone) #6, [$azo](/topic/$azo) #2, [$avgo](/topic/$avgo) #9, [$lulu](/topic/$lulu) #22, [$snps](/topic/$snps) #4, [$orcl](/topic/$orcl) #9, [oracle](/topic/oracle) #32

**Top accounts mentioned or mentioned by**
[@tagthatstock](/creator/undefined) [@tickerplus](/creator/undefined) [@grogukingarthur](/creator/undefined) [@leakmealpha](/creator/undefined) [@pd13158196](/creator/undefined) [@bbm010](/creator/undefined) [@1010xl](/creator/undefined) [@davidfaber](/creator/undefined) [@reedhastings](/creator/undefined) [@kakashiii111](/creator/undefined) [@jbulltard1](/creator/undefined) [@blondesnmoney](/creator/undefined) [@juliuscaeser420](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@jackrobby420](/creator/undefined) [@rayfinkle5859](/creator/undefined) [@jolasolsurfer](/creator/undefined) [@hgwellsfargo](/creator/undefined) [@felixonguitar](/creator/undefined) [@4intheflames](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Toll Brothers, Inc. (TOL)](/topic/$tol) [RH (RH)](/topic/$rh) [Autozone Inc (AZO)](/topic/autozone) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Synopsys, Inc. (SNPS)](/topic/$snps) [Oracle Corporation (ORCL)](/topic/$orcl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Wall Street Memes (WSM)](/topic/$wsm) [CRH Public Limited Company (CRH)](/topic/$crh) [Wormhole (W)](/topic/$w) [Oklo Inc. (OKLO)](/topic/$oklo) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Target Corporation (TGT)](/topic/$tgt) [CarMax, Inc (KMX)](/topic/$kmx) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Zscaler Inc (ZS)](/topic/$zs) [Best Buy Co Inc (BBY)](/topic/$bby) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Netflix Inc (NFLX)](/topic/$nflx) [Home Depot, Inc. (HD)](/topic/$hd) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Metadium (META)](/topic/$meta) [Owens Corning (OC)](/topic/owens-corning) [Trex Company, Inc. (TREX)](/topic/$trex) [TJX Companies, Inc. (TJX)](/topic/$tjx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Lowes Companies Inc (LOW)](/topic/$low) [Viking Holdings Ltd (VIK)](/topic/$vik) [Bullish (BLSH)](/topic/$blsh) [Wixlar (WIX)](/topic/$wix) [Lithia Motors, Inc. (LAD)](/topic/$lad) [AutoNation, Inc. (AN)](/topic/$an) [Group X Automotive, Inc. (GPI)](/topic/$gpi) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [Sonic Automotive, Inc. (SAH)](/topic/$sah) [Calcium (CAL)](/topic/$cal) [Ferguson plc (FERG)](/topic/$ferg) [Costco Wholesale Corporation (COST)](/topic/costco) [Kroger Co (KR)](/topic/kroger) [Costco Hot Dog (COST)](/topic/$cost) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Orochi Network (ON)](/topic/$on) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Sea Limited (SE)](/topic/$se) [Ross Stores, Inc. (ROST)](/topic/$rost) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [MongoDB, Inc. (MDB)](/topic/$mdb) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Okta Inc (OKTA)](/topic/$okta) [Gapcoin (GAP-1)](/topic/$gap)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/ConsensusGurus/status/1986048822225535386)  2025-11-05T12:31Z 41.6K followers, 14.7K engagements


"Setups for Wednesday: Nvidia Wix Palo Alto Networks TJX Target Lowe's Kingsoft Cloud ZTO Express Cerence and Many More $NVDA $WIX $PANW $TJX $TGT $LOW $KC $ZTO $CRNC $WSM $JACK $BV $VIK $BLSH"  
[X Link](https://x.com/ConsensusGurus/status/1990843134054470091)  2025-11-18T18:02Z 41.6K followers, 4885 engagements


"$WSM on tap - are they in the winners camp of furniture ( $W ) or the losers camp ( $RH )"  
[X Link](https://x.com/ConsensusGurus/status/1991141211596280029)  2025-11-19T13:47Z 41.6K followers, 1958 engagements


"Another Solid Print Against Wayfair-like Expectations: Recapping Williams Sonoma Earnings $WSM $RH $W $ARHS"  
[X Link](https://x.com/ConsensusGurus/status/1991151360130126050)  2025-11-19T14:27Z 41.6K followers, 1815 engagements


"Housing ripping Wayfair $W -X% because Jefferies says holiday season start was bad"  
[X Link](https://x.com/ConsensusGurus/status/1996228881515221404)  2025-12-03T14:43Z 41.6K followers, 2023 engagements


"Used Car Dealer Comp Sheet - Carvana Takes Over The World $CVNA $LAD $AN $KMX $GPI $ABG $SAH $CWH $CRMT"  
[X Link](https://x.com/ConsensusGurus/status/1996245834833228034)  2025-12-03T15:51Z 41.6K followers, 3092 engagements


"Drinks on me tonight everyone $CVNA"  
[X Link](https://x.com/ConsensusGurus/status/1997068534195630466)  2025-12-05T22:20Z 41.6K followers, 10.5K engagements


"Was this the Housing Canary in the Coal Mine A Toll Brothers Earnings Preview $TOL"  
[X Link](https://x.com/ConsensusGurus/status/1998053416497471852)  2025-12-08T15:33Z 41.6K followers, 16.4K engagements


"*OKLO RISES XX% AS THE COMPANY RUMORED TO BEGIN SOIL SAMPLES FOR 2045 SITE $OKLO wow"  
[X Link](https://x.com/ConsensusGurus/status/1996627686618509318)  2025-12-04T17:08Z 41.6K followers, 124.2K engagements


"Paywall removed re: Carvana $CVNA:"  
[X Link](https://x.com/ConsensusGurus/status/1997069329804701912)  2025-12-05T22:23Z 41.6K followers, 19.3K 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](https://x.com/ConsensusGurus/status/1997754353269055781)  2025-12-07T19:45Z 41.6K followers, 63.8K 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](https://x.com/ConsensusGurus/status/1997874561602256978)  2025-12-08T03:43Z 41.6K followers, 24.7K 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](https://x.com/ConsensusGurus/status/1997881411307712522)  2025-12-08T04:10Z 41.6K followers, 6442 engagements


"The hits keep coming for Apple:"  
[X Link](https://x.com/ConsensusGurus/status/1998024246036246796)  2025-12-08T13:37Z 41.6K followers, 3226 engagements


"This is not a positive development for housing:"  
[X Link](https://x.com/ConsensusGurus/status/1998048622458372600)  2025-12-08T15:14Z 41.6K followers, 11.7K engagements


"Too expensive indeed AutoZone $AZO -X% premarket. From our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998396345275535851)  2025-12-09T14:16Z 41.6K followers, 8912 engagements


"The shorts were correct in Caleres $CAL shares -XX% premarket. From our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998396797799039275)  2025-12-09T14:18Z 41.6K followers, 3040 engagements


"$FERG -X% is not surprising take a look at the multiple expansion into the print from our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998409589566705979)  2025-12-09T15:09Z 41.6K followers, 3218 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](https://x.com/ConsensusGurus/status/1998431608693731795)  2025-12-09T16:36Z 41.6K followers, 4907 engagements


"If it prints there it will trade there $WBD (although this looks like a platform error)"  
[X Link](https://x.com/ConsensusGurus/status/1998446779847561457)  2025-12-09T17:36Z 41.6K followers, 3435 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](https://x.com/ConsensusGurus/status/1895509391442628644)  2025-02-28T16:20Z 41.6K followers, 25.8K engagements


"Imagine being the bondholders for these 2029s issued by New Fortress $NFE in. checks notes. November:"  
[X Link](https://x.com/ConsensusGurus/status/1924190975389286731)  2025-05-18T19:50Z 41.6K followers, 7435 engagements


"I'm pretty confident that when Ally $ALLY reports a week from today they will forbid analysts from asking questions about Carvana $CVNA:"  
[X Link](https://x.com/ConsensusGurus/status/1976636756746510779)  2025-10-10T13:11Z 41.6K followers, 40.1K engagements


"Prior $ALLY mentions of $CVNA on earnings calls:"  
[X Link](https://x.com/ConsensusGurus/status/1978833448232988826)  2025-10-16T14:40Z 41.6K followers, 5147 engagements


"If you thought 2023 was bad for subprime auto lending - wait until you look under the hood in 2025 in the wake of the Tricolor and CarMax $KMX implosions:"  
[X Link](https://x.com/ConsensusGurus/status/1980581815552467439)  2025-10-21T10:27Z 41.6K followers, 62.8K engagements


"Consensus Earnings Recaps Emailed to you in Rapid Fire this Afternoon: Netflix Texas Instruments and Intuitive Surgical $NFLX $TXN $ISRG"  
[X Link](https://x.com/ConsensusGurus/status/1980624441206816770)  2025-10-21T13:17Z 41.6K followers, 2788 engagements


"$RH Jacksonville dunking on $RH Paris:"  
[X Link](https://x.com/ConsensusGurus/status/1982782702936903807)  2025-10-27T12:13Z 41.6K followers, 5511 engagements


"How do you fix this $SG"  
[X Link](https://x.com/ConsensusGurus/status/1986782040767840605)  2025-11-07T13:05Z 41.6K followers, 11.3K engagements


"Earnings Setups for Friday and Monday: Li Auto XPeng Luckin Coffee Forge Global Spire Twist Aramark and More"  
[X Link](https://x.com/ConsensusGurus/status/1989076337848643772)  2025-11-13T21:02Z 41.6K followers, 2157 engagements


"The largest single day market cap gain for a company following a new Berkshire position disclosure was in $UNH and $29B (most would say a very unique distressed situation). Alphabet just gained $134B in AH trading on a $4B $BRK stake. Ill guess this fades absent other news"  
[X Link](https://x.com/ConsensusGurus/status/1989529875972010096)  2025-11-15T03:04Z 41.6K followers, 3197 engagements


"Earnings Setups for Tuesday: Pinduoduo Home Depot Amer Sports Baidu Dolby Energizer La-Z-Boy Medtronic and Many More $PDD $HD $AS $BIDU $DLB $ENR $LZB $MDT"  
[X Link](https://x.com/ConsensusGurus/status/1990476475808542974)  2025-11-17T17:45Z 41.6K followers, 2460 engagements


"AI circular revenue deal news is now wiping out billions in equity market caps:"  
[X Link](https://x.com/ConsensusGurus/status/1990800260785188900)  2025-11-18T15:12Z 41.6K followers, 1967 engagements


"Doesn't look like the Williams Sonoma $WSM conference call is going so well:"  
[X Link](https://x.com/ConsensusGurus/status/1991170255092379755)  2025-11-19T15:42Z 41.6K followers, 2078 engagements


"I'll be ready to buy Figma's stock when they start charging me for the free product that I would gladly pay to use. $FIG"  
[X Link](https://x.com/ConsensusGurus/status/1991664147709456867)  2025-11-21T00:25Z 41.6K followers, 6912 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](https://x.com/ConsensusGurus/status/1991708593444295096)  2025-11-21T03:21Z 41.6K followers, 14.2K engagements


"Earnings Setups for the Week Ahead: Marvell GitLab CrowdStrike Snowflake Salesforce MongoDB American Eagle Okta Asana SentinelOne DocuSign and Many More"  
[X Link](https://x.com/ConsensusGurus/status/1995320017609457771)  2025-12-01T02:32Z 41.6K followers, 12.4K engagements


"BLOCK $XYZ SHARES QUICKLY EXTEND DECLINE DOWN XXX% AS MANAGEMENT SPEAKS AT UBS CONFERENCE"  
[X Link](https://x.com/ConsensusGurus/status/1995918188303777903)  2025-12-02T18:09Z 41.6K followers, 17.8K engagements


"Do we think Intel $INTC is getting a bit extended"  
[X Link](https://x.com/ConsensusGurus/status/1995935395167748445)  2025-12-02T19:17Z 41.6K followers, 6728 engagements


"Another Solid Print but Valuation Remains Absurd: CrowdStrike Earnings Recap $CRWD"  
[X Link](https://x.com/ConsensusGurus/status/1995980599450825052)  2025-12-02T22:17Z 41.6K followers, 2323 engagements


"When Buyout Recapping GitLab Earnings $GTLB"  
[X Link](https://x.com/ConsensusGurus/status/1996210299976777744)  2025-12-03T13:29Z 41.6K followers, 5217 engagements


"Hey check out what happens to your stock price when you're rumored to bid on legacy media assets $WBD $NFLX"  
[X Link](https://x.com/ConsensusGurus/status/1996227875658158574)  2025-12-03T14:39Z 41.6K followers, 8120 engagements


"*PAYPAL $PYPL WELCOMES DECEMBER BAGHOLDERS AS CFO SAYS BRANDED Q4 CHECKOUT GROWTH IS SLOWER"  
[X Link](https://x.com/ConsensusGurus/status/1996256454224068752)  2025-12-03T16:33Z 41.6K followers, 6929 engagements


"Here's your Thor $THO earnings fade despite strong results in a single table that we previewed:"  
[X Link](https://x.com/ConsensusGurus/status/1996298035827974293)  2025-12-03T19:18Z 41.6K followers, 2151 engagements


"Overdue For A Rip The Setup Supports It: Previewing Salesforce Earnings $CRM"  
[X Link](https://x.com/ConsensusGurus/status/1996303574184169494)  2025-12-03T19:40Z 41.6K followers, 6245 engagements


"The Forward Margin Outlook Ooph: Recapping Snowflake's Earnings $SNOW"  
[X Link](https://x.com/ConsensusGurus/status/1996328427616661703)  2025-12-03T21:19Z 41.6K followers, 6915 engagements


"Buys are very small - and the volume bars represent number of shares so the dollar value of the amounts sold are multiples of the small buys $FISV:"  
[X Link](https://x.com/ConsensusGurus/status/1996348401278177685)  2025-12-03T22:38Z 41.6K followers, 5019 engagements


"*MARRIOT SAYS 4Q REVPAR IS AT THE LOWER END OF GUIDANCE 'OVERWHELMINGLY' DUE TO THE US MARKET $MAR"  
[X Link](https://x.com/ConsensusGurus/status/1996575171688210606)  2025-12-04T13:39Z 41.6K followers, 19.6K engagements


"Full of Noise and Uncertainty: Recapping Salesforce Earnings $CRM"  
[X Link](https://x.com/ConsensusGurus/status/1996577157179474401)  2025-12-04T13:47Z 41.6K followers, 2128 engagements


"You were warned. $HOV just reported XXXX% gross margins vs. XXXX% last year; EPS -$0.51 vs. $XXXX est Shares -XX% $XHB (the homebuilder ETF) -X% All of housing lower today even with some upgrades (JPM on $TOL)"  
[X Link](https://x.com/ConsensusGurus/status/1996598295058071771)  2025-12-04T15:11Z 41.6K followers, 12.2K engagements


"Folks are going to lose their minds when S&P invites Carvana $CVNA into the S&P XXX tomorrow afternoon"  
[X Link](https://x.com/ConsensusGurus/status/1996651569711132796)  2025-12-04T18:43Z 41.6K followers, 6187 engagements


"*INDICES FALL TO SESSION LOWS AS SAM ALTMAN RUMORED TO ELEVATE OPENAI CODE RED TO CODE DARK RED"  
[X Link](https://x.com/ConsensusGurus/status/1996662046033891682)  2025-12-04T19:25Z 41.6K followers, 5472 engagements


"*OKLO ENTERS EQUITY DISTRIBUTION PACT: "WE WILL RAISE $1M OF EQUITY FROM RETAIL INVESTORS FOR EVERY HALF-OUNCE OF SOIL WE SAMPLE" $OKLO wow"  
[X Link](https://x.com/ConsensusGurus/status/1996702757836017793)  2025-12-04T22:06Z 41.6K followers, 9404 engagements


"*OKLO RISES FROM PREMARKET LOWS IN THE WAKE OF EQUITY DISTRIBUTION DEAL; WIFE OF FOUNDER SET TO DONATE $20K TO LOCAL CHARITY AND MAKE YOUTUBE VIDEO ABOUT IT $OKLO wow"  
[X Link](https://x.com/ConsensusGurus/status/1996922545468252474)  2025-12-05T12:40Z 41.6K followers, 6906 engagements


"Victoria's Secret $VSCO +13% in premarket approaching +100% since these posts started from @tickerplus Yet another one served on silver platter"  
[X Link](https://x.com/ConsensusGurus/status/1996923696305656244)  2025-12-05T12:44Z 41.6K followers, 4996 engagements


"$PSKY offered $30/cash"  
[X Link](https://x.com/ConsensusGurus/status/1996944035232055579)  2025-12-05T14:05Z 41.6K followers, 18.7K engagements


"To get more leading edge in terms of the consumer purchase process you'd need Minority Report to come to life and integrate into the investment process:"  
[X Link](https://x.com/ConsensusGurus/status/1996964096529346843)  2025-12-05T15:25Z 41.6K followers, 19.1K engagements


"Sam Altman is shaking in his boots"  
[X Link](https://x.com/ConsensusGurus/status/1996994419350798708)  2025-12-05T17:25Z 41.6K followers, 8665 engagements


"Nice tight range from JPM re: $DBRG"  
[X Link](https://x.com/ConsensusGurus/status/1997045315124216212)  2025-12-05T20:48Z 41.6K followers, 5679 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](https://x.com/ConsensusGurus/status/1997088606553334081)  2025-12-05T23:40Z 41.6K followers, 10.1K engagements


"Thank you thank you Will be posting another Carvana update today outlining the history of S&P XXX additions and what to expect for $CVNA moving forward"  
[X Link](https://x.com/ConsensusGurus/status/1997671578406985839)  2025-12-07T14:16Z 41.6K followers, 4474 engagements


"$CVNA +11% in 24H trading"  
[X Link](https://x.com/ConsensusGurus/status/1997834910434984100)  2025-12-08T01:05Z 41.6K followers, 15.1K engagements


"Plan is to catch Burry by the time Nvidia retests $200"  
[X Link](https://x.com/ConsensusGurus/status/1998047518652055820)  2025-12-08T15:10Z 41.6K followers, 3911 engagements


"*META PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS $META"  
[X Link](https://x.com/ConsensusGurus/status/1996580481412809178)  2025-12-04T14:00Z 41.6K followers, 57.3K 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](https://x.com/ConsensusGurus/status/1996585566222102886)  2025-12-04T14:21Z 41.6K followers, 288K engagements


"Here's Why Carvana Gets the S&P XXX Nod Tomorrow (and Other Info for the Quarterly Index Rebalance) $CVNA"  
[X Link](https://x.com/ConsensusGurus/status/1996770214013227045)  2025-12-05T02:34Z 41.6K followers, 411.1K engagements


"Folks should not be selling $SOFI on the S&P rebalance - it was never in contention; far too small relative to other candidates"  
[X Link](https://x.com/ConsensusGurus/status/1997071990943863079)  2025-12-05T22:34Z 41.6K followers, 13.6K engagements


"Ares $ARES joining the S&P XXX just announced. Blueprint for what to expect in the post below"  
[X Link](https://x.com/ConsensusGurus/status/1998155902445040089)  2025-12-08T22:21Z 41.6K followers, 127.1K 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](https://x.com/ConsensusGurus/status/1998381422416187639)  2025-12-09T13:17Z 41.6K followers, 22.7K 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](https://x.com/ConsensusGurus/status/1998383312658747853)  2025-12-09T13:24Z 41.6K followers, 7903 engagements


"Alongside $TOL earnings and conference call we have the Home Depot $HD investor day which investors are not loving (shares -3%):"  
[X Link](https://x.com/ConsensusGurus/status/1998389728400343288)  2025-12-09T13:50Z 41.6K followers, 3478 engagements


"*SPACEX SEEKS TO RAISE WELL OVER $30B IN IPO"  
[X Link](https://x.com/ConsensusGurus/status/1998494880650203604)  2025-12-09T20:48Z 41.6K followers, 3629 engagements


"Braze $BRZE came way in into this print; from our Setups:"  
[X Link](https://x.com/ConsensusGurus/status/1998502108148985964)  2025-12-09T21:16Z 41.6K followers, 3360 engagements

[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: XXXXXXX #

Engagements Line Chart

  • X Week XXXXXXXXX +468%
  • X Month XXXXXXXXX -XX%
  • X Months XXXXXXXXXX +7.60%
  • X Year XXXXXXXXXX +82%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXXXX +13%
  • X Year XXXXX +69%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +17%
  • X Month XXXXXX +18%
  • X Months XXXXXX +26%
  • X Year XXXXXX +45%

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks #930 technology brands XXXXX% finance #1498 cryptocurrencies #395 fashion brands #1120 travel destinations XXXX% automotive brands XXXX% social networks XXXX% events XXXX%

Social topic influence $cvna #4, $tol #2, $rh #2, autozone #6, $azo #2, $avgo #9, $lulu #22, $snps #4, $orcl #9, oracle #32

Top accounts mentioned or mentioned by @tagthatstock @tickerplus @grogukingarthur @leakmealpha @pd13158196 @bbm010 @1010xl @davidfaber @reedhastings @kakashiii111 @jbulltard1 @blondesnmoney @juliuscaeser420 @bauhiniacapital @jackrobby420 @rayfinkle5859 @jolasolsurfer @hgwellsfargo @felixonguitar @4intheflames

Top assets mentioned Carvana Co. (CVNA) Toll Brothers, Inc. (TOL) RH (RH) Autozone Inc (AZO) Broadcom, Inc. (AVGO) Lululemon Athletica Inc (LULU) Synopsys, Inc. (SNPS) Oracle Corporation (ORCL) Adobe, Inc. (ADBE) Wall Street Memes (WSM) CRH Public Limited Company (CRH) Wormhole (W) Oklo Inc. (OKLO) Crowdstrike Holdings Inc (CRWD) GitLab Inc. Class A Common Stock (GTLB) Target Corporation (TGT) CarMax, Inc (KMX) Simplify Macro Strategy ETF (FIG) Warner Bros Discovery, Inc. (WBD) Zscaler Inc (ZS) Best Buy Co Inc (BBY) Ally Financial, Inc. (ALLY) Netflix Inc (NFLX) Home Depot, Inc. (HD) Salesforce Inc (CRM) Cream (CRM) Victoria's Secret & Co. (VSCO) Metadium (META) Owens Corning (OC) Trex Company, Inc. (TREX) TJX Companies, Inc. (TJX) NVIDIA Corp. (NVDA) Palo Alto Networks Inc (PANW) Lowes Companies Inc (LOW) Viking Holdings Ltd (VIK) Bullish (BLSH) Wixlar (WIX) Lithia Motors, Inc. (LAD) AutoNation, Inc. (AN) Group X Automotive, Inc. (GPI) Asbury Automotive Group, Inc. (ABG) Sonic Automotive, Inc. (SAH) Calcium (CAL) Ferguson plc (FERG) Costco Wholesale Corporation (COST) Kroger Co (KR) Costco Hot Dog (COST) Flutter Entertainment plc (FLUT) Orochi Network (ON) Marvell Technology Inc (MRVL) Sea Limited (SE) Ross Stores, Inc. (ROST) Veeva Systems, Inc. (VEEV) MongoDB, Inc. (MDB) Hewlett Packard Enterprise Co (HPE) Okta Inc (OKTA) Gapcoin (GAP-1)

Top Social Posts

Top posts by engagements in the last XX hours

"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 41.6K followers, 14.7K engagements

"Setups for Wednesday: Nvidia Wix Palo Alto Networks TJX Target Lowe's Kingsoft Cloud ZTO Express Cerence and Many More $NVDA $WIX $PANW $TJX $TGT $LOW $KC $ZTO $CRNC $WSM $JACK $BV $VIK $BLSH"
X Link 2025-11-18T18:02Z 41.6K followers, 4885 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, 1958 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, 1815 engagements

"Housing ripping Wayfair $W -X% because Jefferies says holiday season start was bad"
X Link 2025-12-03T14:43Z 41.6K followers, 2023 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, 3092 engagements

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

"Was this the Housing Canary in the Coal Mine A Toll Brothers Earnings Preview $TOL"
X Link 2025-12-08T15:33Z 41.6K followers, 16.4K engagements

"*OKLO RISES XX% AS THE COMPANY RUMORED TO BEGIN SOIL SAMPLES FOR 2045 SITE $OKLO wow"
X Link 2025-12-04T17:08Z 41.6K followers, 124.2K engagements

"Paywall removed re: Carvana $CVNA:"
X Link 2025-12-05T22:23Z 41.6K followers, 19.3K 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 41.6K followers, 63.8K 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, 24.7K 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, 6442 engagements

"The hits keep coming for Apple:"
X Link 2025-12-08T13:37Z 41.6K followers, 3226 engagements

"This is not a positive development for housing:"
X Link 2025-12-08T15:14Z 41.6K followers, 11.7K engagements

"Too expensive indeed AutoZone $AZO -X% premarket. From our Setup post:"
X Link 2025-12-09T14:16Z 41.6K followers, 8912 engagements

"The shorts were correct in Caleres $CAL shares -XX% premarket. From our Setup post:"
X Link 2025-12-09T14:18Z 41.6K followers, 3040 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, 3218 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, 4907 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, 3435 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

"Imagine being the bondholders for these 2029s issued by New Fortress $NFE in. checks notes. November:"
X Link 2025-05-18T19:50Z 41.6K followers, 7435 engagements

"I'm pretty confident that when Ally $ALLY reports a week from today they will forbid analysts from asking questions about Carvana $CVNA:"
X Link 2025-10-10T13:11Z 41.6K followers, 40.1K engagements

"Prior $ALLY mentions of $CVNA on earnings calls:"
X Link 2025-10-16T14:40Z 41.6K followers, 5147 engagements

"If you thought 2023 was bad for subprime auto lending - wait until you look under the hood in 2025 in the wake of the Tricolor and CarMax $KMX implosions:"
X Link 2025-10-21T10:27Z 41.6K followers, 62.8K engagements

"Consensus Earnings Recaps Emailed to you in Rapid Fire this Afternoon: Netflix Texas Instruments and Intuitive Surgical $NFLX $TXN $ISRG"
X Link 2025-10-21T13:17Z 41.6K followers, 2788 engagements

"$RH Jacksonville dunking on $RH Paris:"
X Link 2025-10-27T12:13Z 41.6K followers, 5511 engagements

"How do you fix this $SG"
X Link 2025-11-07T13:05Z 41.6K followers, 11.3K engagements

"Earnings Setups for Friday and Monday: Li Auto XPeng Luckin Coffee Forge Global Spire Twist Aramark and More"
X Link 2025-11-13T21:02Z 41.6K followers, 2157 engagements

"The largest single day market cap gain for a company following a new Berkshire position disclosure was in $UNH and $29B (most would say a very unique distressed situation). Alphabet just gained $134B in AH trading on a $4B $BRK stake. Ill guess this fades absent other news"
X Link 2025-11-15T03:04Z 41.6K followers, 3197 engagements

"Earnings Setups for Tuesday: Pinduoduo Home Depot Amer Sports Baidu Dolby Energizer La-Z-Boy Medtronic and Many More $PDD $HD $AS $BIDU $DLB $ENR $LZB $MDT"
X Link 2025-11-17T17:45Z 41.6K followers, 2460 engagements

"AI circular revenue deal news is now wiping out billions in equity market caps:"
X Link 2025-11-18T15:12Z 41.6K followers, 1967 engagements

"Doesn't look like the Williams Sonoma $WSM conference call is going so well:"
X Link 2025-11-19T15:42Z 41.6K followers, 2078 engagements

"I'll be ready to buy Figma's stock when they start charging me for the free product that I would gladly pay to use. $FIG"
X Link 2025-11-21T00:25Z 41.6K followers, 6912 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 41.6K followers, 14.2K engagements

"Earnings Setups for the Week Ahead: Marvell GitLab CrowdStrike Snowflake Salesforce MongoDB American Eagle Okta Asana SentinelOne DocuSign and Many More"
X Link 2025-12-01T02:32Z 41.6K followers, 12.4K 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

"Do we think Intel $INTC is getting a bit extended"
X Link 2025-12-02T19:17Z 41.6K followers, 6728 engagements

"Another Solid Print but Valuation Remains Absurd: CrowdStrike Earnings Recap $CRWD"
X Link 2025-12-02T22:17Z 41.6K followers, 2323 engagements

"When Buyout Recapping GitLab Earnings $GTLB"
X Link 2025-12-03T13:29Z 41.6K followers, 5217 engagements

"Hey check out what happens to your stock price when you're rumored to bid on legacy media assets $WBD $NFLX"
X Link 2025-12-03T14:39Z 41.6K followers, 8120 engagements

"*PAYPAL $PYPL WELCOMES DECEMBER BAGHOLDERS AS CFO SAYS BRANDED Q4 CHECKOUT GROWTH IS SLOWER"
X Link 2025-12-03T16:33Z 41.6K followers, 6929 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, 2151 engagements

"Overdue For A Rip The Setup Supports It: Previewing Salesforce Earnings $CRM"
X Link 2025-12-03T19:40Z 41.6K followers, 6245 engagements

"The Forward Margin Outlook Ooph: Recapping Snowflake's Earnings $SNOW"
X Link 2025-12-03T21:19Z 41.6K followers, 6915 engagements

"Buys are very small - and the volume bars represent number of shares so the dollar value of the amounts sold are multiples of the small buys $FISV:"
X Link 2025-12-03T22:38Z 41.6K followers, 5019 engagements

"*MARRIOT SAYS 4Q REVPAR IS AT THE LOWER END OF GUIDANCE 'OVERWHELMINGLY' DUE TO THE US MARKET $MAR"
X Link 2025-12-04T13:39Z 41.6K followers, 19.6K engagements

"Full of Noise and Uncertainty: Recapping Salesforce Earnings $CRM"
X Link 2025-12-04T13:47Z 41.6K followers, 2128 engagements

"You were warned. $HOV just reported XXXX% gross margins vs. XXXX% last year; EPS -$0.51 vs. $XXXX est Shares -XX% $XHB (the homebuilder ETF) -X% All of housing lower today even with some upgrades (JPM on $TOL)"
X Link 2025-12-04T15:11Z 41.6K followers, 12.2K engagements

"Folks are going to lose their minds when S&P invites Carvana $CVNA into the S&P XXX tomorrow afternoon"
X Link 2025-12-04T18:43Z 41.6K followers, 6187 engagements

"*INDICES FALL TO SESSION LOWS AS SAM ALTMAN RUMORED TO ELEVATE OPENAI CODE RED TO CODE DARK RED"
X Link 2025-12-04T19:25Z 41.6K followers, 5472 engagements

"*OKLO ENTERS EQUITY DISTRIBUTION PACT: "WE WILL RAISE $1M OF EQUITY FROM RETAIL INVESTORS FOR EVERY HALF-OUNCE OF SOIL WE SAMPLE" $OKLO wow"
X Link 2025-12-04T22:06Z 41.6K followers, 9404 engagements

"*OKLO RISES FROM PREMARKET LOWS IN THE WAKE OF EQUITY DISTRIBUTION DEAL; WIFE OF FOUNDER SET TO DONATE $20K TO LOCAL CHARITY AND MAKE YOUTUBE VIDEO ABOUT IT $OKLO wow"
X Link 2025-12-05T12:40Z 41.6K followers, 6906 engagements

"Victoria's Secret $VSCO +13% in premarket approaching +100% since these posts started from @tickerplus Yet another one served on silver platter"
X Link 2025-12-05T12:44Z 41.6K followers, 4996 engagements

"$PSKY offered $30/cash"
X Link 2025-12-05T14:05Z 41.6K followers, 18.7K engagements

"To get more leading edge in terms of the consumer purchase process you'd need Minority Report to come to life and integrate into the investment process:"
X Link 2025-12-05T15:25Z 41.6K followers, 19.1K engagements

"Sam Altman is shaking in his boots"
X Link 2025-12-05T17:25Z 41.6K followers, 8665 engagements

"Nice tight range from JPM re: $DBRG"
X Link 2025-12-05T20:48Z 41.6K followers, 5679 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

"Thank you thank you Will be posting another Carvana update today outlining the history of S&P XXX additions and what to expect for $CVNA moving forward"
X Link 2025-12-07T14:16Z 41.6K followers, 4474 engagements

"$CVNA +11% in 24H trading"
X Link 2025-12-08T01:05Z 41.6K followers, 15.1K engagements

"Plan is to catch Burry by the time Nvidia retests $200"
X Link 2025-12-08T15:10Z 41.6K followers, 3911 engagements

"*META PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS $META"
X Link 2025-12-04T14:00Z 41.6K followers, 57.3K 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 41.6K followers, 288K 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 41.6K followers, 411.1K engagements

"Folks should not be selling $SOFI on the S&P rebalance - it was never in contention; far too small relative to other candidates"
X Link 2025-12-05T22:34Z 41.6K followers, 13.6K 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 41.6K followers, 127.1K 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 41.6K followers, 22.7K 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, 7903 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, 3478 engagements

"*SPACEX SEEKS TO RAISE WELL OVER $30B IN IPO"
X Link 2025-12-09T20:48Z 41.6K followers, 3629 engagements

"Braze $BRZE came way in into this print; from our Setups:"
X Link 2025-12-09T21:16Z 41.6K followers, 3360 engagements

@ConsensusGurus
/creator/twitter::ConsensusGurus