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

- [--] Week [-------] +34%
- [--] Month [---------] +76%
- [--] Months [----------] +5.50%
- [--] Year [----------] +33%

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

- [--] Week [---] +2.70%
- [--] Month [---] +82%
- [--] Months [-----] -13%
- [--] Year [-----] +20%

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

- [--] Week [------] -0.11%
- [--] Month [------] +1.80%
- [--] Months [------] +26%
- [--] Year [------] +37%

### CreatorRank: [-------] [#](/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)  70.76% [technology brands](/list/technology-brands)  24.19% [finance](/list/finance)  12.64% [cryptocurrencies](/list/cryptocurrencies)  #3021 [social networks](/list/social-networks)  5.05% [automotive brands](/list/automotive-brands)  3.97% [countries](/list/countries)  3.61% [gaming](/list/gaming)  2.89% [fashion brands](/list/fashion-brands)  1.44% [financial services](/list/financial-services)  1.08%

**Social topic influence**
[$sndk](/topic/$sndk) #85, [$wdc](/topic/$wdc) #71, [$rddt](/topic/$rddt) 3.25%, [$app](/topic/$app) #201, [$u](/topic/$u) #38, [to the](/topic/to-the) 2.89%, [$tph](/topic/$tph) #1, [stocks](/topic/stocks) #1706, [applovin](/topic/applovin) #231, [ceo](/topic/ceo) #3626

**Top accounts mentioned or mentioned by**
[@actaccordingly](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@capitalobserver](/creator/undefined) [@solesalami](/creator/undefined) [@fundiescapital](/creator/undefined) [@crussian17](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@rickpalaciosjr](/creator/undefined) [@sleepysolcap](/creator/undefined) [@purveyoroffunds](/creator/undefined) [@relentlessbid](/creator/undefined) [@pabzay](/creator/undefined) [@marketprophit](/creator/undefined) [@investor_nick_](/creator/undefined) [@tylerhardt](/creator/undefined) [@grok](/creator/undefined) [@lkpreserve](/creator/undefined) [@moemoniub](/creator/undefined) [@investornick](/creator/undefined) [@jcoviedo6](/creator/undefined)

**Top assets mentioned**
[Sandisk Corporation (SNDK)](/topic/$sndk) [Western Digital Corp (WDC)](/topic/$wdc) [Reddit, Inc.  (RDDT)](/topic/$rddt) [AppLovin Corporation (APP)](/topic/$app) [Unity Software Inc. (U)](/topic/$u) [Tri Pointe Homes, Inc. (TPH)](/topic/$tph) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Roblox Corp. (RBLX)](/topic/$rblx) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Wormhole (W)](/topic/$w) [Carvana Co. (CVNA)](/topic/$cvna) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [monday.com Ltd. (MNDY)](/topic/$mndy) [Datadog Inc (DDOG)](/topic/$ddog) [NVR, Inc. (NVR)](/topic/$nvr) [RH (RH)](/topic/$rh) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Tesla, Inc. (TSLA)](/topic/tesla) [Wall Street Memes (WSM)](/topic/$wsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Toast, Inc. (TOST)](/topic/$tost) [Spotify Technology (SPOT)](/topic/$spot) [T-Mobile (TMUS)](/topic/$tmus) [McDonald's Corp (MCD)](/topic/$mcd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lennar Corporation (LEN)](/topic/$len) [D R Horton Inc (DHI)](/topic/$dhi) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Advanced Micro Devices (AMD)](/topic/$amd) [Walmart, Inc. (WMT)](/topic/$wmt) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Expedia Group Inc (EXPE)](/topic/$expe) [Pinterest, Inc. (PINS)](/topic/$pins) [Cisco Systems Inc (CSCO)](/topic/$csco) [Fastly, Inc. (FSLY)](/topic/$fsly) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Taylor Morrison Home Corporation Common Stock (TMHC)](/topic/$tmhc) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Costco Wholesale Corporation (COST)](/topic/costco) [Flutter Entertainment plc (FLUT)](/topic/$flut) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [Zillow Group, Inc. (ZG)](/topic/$zg) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [DisChain (DIS)](/topic/$dis) [fuboTV Inc. (FUBO)](/topic/$fubo) [Stacks (STX)](/topic/$stx) [Gartner Inc (IT)](/topic/$it) [Intuit Inc. (INTU)](/topic/$intu) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Figma, Inc. (FIG)](/topic/$fig) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/ConsensusGurus/status/2018721586476462097)  2026-02-03T16:21Z 42.6K followers, 10.7K engagements


"This is where you take profits folks. 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. https://t.co/2a7uZgrW46"  
[X Link](https://x.com/ConsensusGurus/status/2022345804984561756)  2026-02-13T16:23Z 42.6K followers, [----] engagements


"I wouldn't be surprised if we get another story soon - if today it would hammer the likes of $TMHC (+7%) $MTH (+6%) $KBH (+5%) - really any highly bid smid-cap homebuilder. Interesting to see a Japanese firm consolidate the US homebuilding landscape further via $TPH (Sumitomo already owns a few homebuilders) - and this in the wake of Trump admin floating anti-trust action via media stories. Interesting to see a Japanese firm consolidate the US homebuilding landscape further via $TPH (Sumitomo already owns a few homebuilders) - and this in the wake of Trump admin floating anti-trust action via"  
[X Link](https://x.com/ConsensusGurus/status/2022349543120199739)  2026-02-13T16:37Z 42.6K followers, [----] engagements


"Fink leaves $FBIN in shambles (-18% on the day) underperforming peer $MAS like never before for $STZ. Investors react by selling $STZ -8% on the day. Was the former Paypal CEO not available"  
[X Link](https://x.com/ConsensusGurus/status/2022416832972624032)  2026-02-13T21:05Z 42.6K followers, [----] engagements


"*TEXAS INSTRUMENTS FALLS 4% PREMARKET AFTER AGREEING TO PAY FAR TOO MUCH FOR SILICON LABORATORIES $TXN $SLAB"  
[X Link](https://x.com/ConsensusGurus/status/2019052268830572841)  2026-02-04T14:15Z 42.6K followers, [----] engagements


"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://consensusmedia.substack.com/p/tuesdays-housing-reckoning-why-the https://consensusmedia.substack.com/p/tuesdays-housing-reckoning-why-the"  
[X Link](https://x.com/ConsensusGurus/status/2022312673602339318)  2026-02-13T14:11Z 42.6K followers, 14.9K engagements


"Here's your otherwise inexplicable $NVR weakness (-5%) today in a sea of green on the back of CPI + $TPH deal: 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. https://t.co/2a7uZgrW46"  
[X Link](https://x.com/ConsensusGurus/status/2022351458218250434)  2026-02-13T16:45Z 42.6K followers, [----] engagements


"Buying and Selling Guide to Kick-Off Next Week: Palo Alto Networks Medtronic Cadence Design Vulcan Materials Builders FirstSource Toll Brothers Louisiana-Pacific and Many More $PANW $MDT $CDNS $VMC $BLDR $TOL $LPX https://www.earnings-edge.com/p/buying-and-selling-guide-to-kick https://www.earnings-edge.com/p/buying-and-selling-guide-to-kick"  
[X Link](https://x.com/ConsensusGurus/status/2022375420994425209)  2026-02-13T18:20Z 42.6K followers, [----] engagements


"Something is amiss Another day another 70% off $RH promo email. Good news - we will provide an extensive in-person channel check of RH Paris coming later this month. Personal note to Gary - maybe stop using English first in this location.the website still does even when set to "Franais". https://t.co/kv5RLsi2YK Another day another 70% off $RH promo email. Good news - we will provide an extensive in-person channel check of RH Paris coming later this month. Personal note to Gary - maybe stop using English first in this location.the website still does even when set to "Franais"."  
[X Link](https://x.com/ConsensusGurus/status/2022395572335051035)  2026-02-13T19:40Z 42.6K followers, [----] engagements


"Can't a big bitcoin owner dictate the [--] minute weekend moves pretty easily This random account on Polymarket is up over $192k today just trading the 5m crypto markets He started with $134 last night and is now sitting at over $192387 https://t.co/9avbQrBViN This random account on Polymarket is up over $192k today just trading the 5m crypto markets He started with $134 last night and is now sitting at over $192387 https://t.co/9avbQrBViN"  
[X Link](https://x.com/ConsensusGurus/status/2022685631327969773)  2026-02-14T14:53Z 42.6K followers, [----] engagements


"Unpopular Opinion - Trump will be Bad for the Current Housing Rally 1) Supply side pressures: The current supply of cheap foreign labor for builder subcontractors is reduced while imported housing components of all sorts (lighting cabinets fixtures appliances furniture) receive new tariffs. The cost of building a home will go higher. 2) Demand side pressures: The US has added as many as 25M people via immigration over the last few years while only building 1-1.5M new housing units annually. This has had a meaningful impact on housing price appreciation. Dropping 25M to a level much closer to"  
[X Link](https://x.com/ConsensusGurus/status/1846875892242419990)  2024-10-17T11:28Z 42.6K followers, 1.5M 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](https://x.com/ConsensusGurus/status/1865045131239322094)  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](https://x.com/ConsensusGurus/status/1895509391442628644)  2025-02-28T16:20Z 42.6K followers, 25.9K engagements


"*TESLA RISES TO HIGH OF THE DAY LEADS ALL MAG7 NAMES AS SEVERAL EXISTING TESLA OWNERS OPT TO TEST DRIVE NEW VEHICLES FOR [--] HOURS FREE OF COST *TESLA RISES TO PREMARKET HIGHS ON NEWS THAT EUROPEAN SALES FELL 49% LAST MONTH CHINA WEEKLY REGISTRATIONS ALSO FELL EVEN BEFORE COMPETITOR PRICE CUTS *TESLA RISES TO PREMARKET HIGHS ON NEWS THAT EUROPEAN SALES FELL 49% LAST MONTH CHINA WEEKLY REGISTRATIONS ALSO FELL EVEN BEFORE COMPETITOR PRICE CUTS"  
[X Link](https://x.com/ConsensusGurus/status/1927396522410275260)  2025-05-27T16:08Z 42.6K followers, 71.9K engagements


"*NVIDIA APPROACHING $5T MARKET CAP IN TALKS TO BUY ITALY FOR COMPANY RETREATS AND FOOD SUPPLY"  
[X Link](https://x.com/ConsensusGurus/status/1950901209797206358)  2025-07-31T12:47Z 42.6K followers, 239.4K 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](https://x.com/ConsensusGurus/status/1965402881768783959)  2025-09-09T13:12Z 42.6K followers, [----] 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 https://www.earnings-edge.com/p/earnings-setups-for-tuesday-pinduoduo https://www.earnings-edge.com/p/earnings-setups-for-tuesday-pinduoduo"  
[X Link](https://x.com/ConsensusGurus/status/1990476475808542974)  2025-11-17T17:45Z 42.6K followers, [----] 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 https://www.earnings-edge.com/p/setups-for-wednesday-nvidia-wix-palo https://www.earnings-edge.com/p/setups-for-wednesday-nvidia-wix-palo"  
[X Link](https://x.com/ConsensusGurus/status/1990843134054470091)  2025-11-18T18:02Z 42.6K followers, [----] engagements


"I think you tread lightly with $CASY here. take some risk off into this afternoon's print. Our Setup: 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 https://t.co/flItphLEUG 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 https://t.co/flItphLEUG"  
[X Link](https://x.com/ConsensusGurus/status/1998481799995900235)  2025-12-09T19:56Z 42.6K followers, 10.5K engagements


"What's the news on JetBlue. $JBLU"  
[X Link](https://x.com/ConsensusGurus/status/1999156455702724936)  2025-12-11T16:36Z 42.6K followers, [----] engagements


"Zillow $ZG $Z -12% as Google teases home ads:"  
[X Link](https://x.com/ConsensusGurus/status/2000608777666449539)  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](https://x.com/ConsensusGurus/status/2001284780009132416)  2025-12-17T13:34Z 42.6K followers, [----] engagements


"Is Generac $GNRC speaking somewhere"  
[X Link](https://x.com/ConsensusGurus/status/2001379541017903274)  2025-12-17T19:50Z 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](https://x.com/ConsensusGurus/status/2008198742491722005)  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](https://x.com/ConsensusGurus/status/2011087673666961458)  2026-01-13T14:47Z 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](https://x.com/ConsensusGurus/status/2012588565276811619)  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](https://x.com/ConsensusGurus/status/2013811629012512977)  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](https://x.com/ConsensusGurus/status/2013961054259159064)  2026-01-21T13:05Z 42.6K followers, [----] engagements


"Whoa why did they NUKE Rocket $RKT"  
[X Link](https://x.com/ConsensusGurus/status/2014781517755560039)  2026-01-23T19:25Z 42.6K followers, [----] engagements


"$CUBI Setup said take some profits into the print: 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://t.co/HFwDVQKuTv 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://t.co/HFwDVQKuTv"  
[X Link](https://x.com/ConsensusGurus/status/2014808129171579136)  2026-01-23T21:11Z 42.6K followers, [----] 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](https://x.com/ConsensusGurus/status/2015981058903118246)  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](https://x.com/ConsensusGurus/status/2016157684236451983)  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](https://x.com/ConsensusGurus/status/2016173512654778529)  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](https://x.com/ConsensusGurus/status/2016223553872445789)  2026-01-27T18:55Z 42.6K followers, [----] engagements


"Jensen Huang every time he sees CoreWeave's cash burn rate"  
[X Link](https://x.com/ConsensusGurus/status/2016249192742588820)  2026-01-27T20:37Z 42.6K followers, [----] engagements


"*ALKAMI SAID TO TAP ADIVSOR TO EXPLORE SALE $ALKT"  
[X Link](https://x.com/ConsensusGurus/status/2016609139187679609)  2026-01-28T20:27Z 42.6K followers, [----] engagements


"They Need to Print What Consensus Expectations for SanDisk and Western Digital Will Today Mark the End of the Memory Parabolic Run $SNDK $WDC https://www.earnings-edge.com/p/they-need-to-print-what-consensus https://www.earnings-edge.com/p/they-need-to-print-what-consensus https://www.earnings-edge.com/p/they-need-to-print-what-consensus https://www.earnings-edge.com/p/they-need-to-print-what-consensus"  
[X Link](https://x.com/ConsensusGurus/status/2016863924851712327)  2026-01-29T13:20Z 42.6K followers, [----] engagements


"Starbucks $SBUX now +3% on [----] outlook calling for operating margins between 13.5-15% Current estimates are for 10.3%/12.1%/13.2% for 2026/2027/2028"  
[X Link](https://x.com/ConsensusGurus/status/2016869210140377116)  2026-01-29T13:41Z 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](https://x.com/ConsensusGurus/status/2016896410671599916)  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](https://x.com/ConsensusGurus/status/2016938500025725351)  2026-01-29T18:16Z 42.6K followers, [----] engagements


"Well have quick response recaps out for SanDisk Western Digital and Apple this afternoon Actuals vs Consensus with valuation Setup + commentary $SNDK $WDC $AAPL They Need to Print What Consensus Expectations for SanDisk and Western Digital Will Today Mark the End of the Memory Parabolic Run $SNDK $WDC https://t.co/NDaUGR0e4O They Need to Print What Consensus Expectations for SanDisk and Western Digital Will Today Mark the End of the Memory Parabolic Run $SNDK $WDC https://t.co/NDaUGR0e4O"  
[X Link](https://x.com/ConsensusGurus/status/2016973143311536301)  2026-01-29T20:34Z 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](https://x.com/ConsensusGurus/status/2016980236257071482)  2026-01-29T21:02Z 42.6K followers, [----] engagements


"Look at the algos buy $WDC in sympathy with $SNDK - getting burned alive:"  
[X Link](https://x.com/ConsensusGurus/status/2016986010735845627)  2026-01-29T21:25Z 42.6K followers, [----] engagements


"Lacking Explosive Upside: Recapping Western Digital's Earnings $WDC https://www.earnings-edge.com/p/lacking-explosive-upside-recapping https://www.earnings-edge.com/p/lacking-explosive-upside-recapping"  
[X Link](https://x.com/ConsensusGurus/status/2016989684551782499)  2026-01-29T21:39Z 42.6K followers, 12K engagements


"All of this because of Warsh"  
[X Link](https://x.com/ConsensusGurus/status/2017060126776025433)  2026-01-30T02:19Z 42.6K followers, 14.1K engagements


"A Western Digital board meeting not too long ago:"  
[X Link](https://x.com/ConsensusGurus/status/2017085906633507296)  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](https://x.com/ConsensusGurus/status/2017102053189833036)  2026-01-30T05:06Z 42.6K followers, [----] engagements


"*AMERICAN EXPRESS 4Q EPS $3.53 $3.56 EST $AXP"  
[X Link](https://x.com/ConsensusGurus/status/2017216888154018278)  2026-01-30T12:42Z 42.6K followers, [----] engagements


"$WDC from -2% to now +6%. did folks just realize this"  
[X Link](https://x.com/ConsensusGurus/status/2017225902996836403)  2026-01-30T13:18Z 42.6K followers, [----] engagements


"What on earth happened over at PennyMac $PFSI Dragging $RKT (-9%) and $UWMC (-6%)"  
[X Link](https://x.com/ConsensusGurus/status/2017229906736709947)  2026-01-30T13:34Z 42.6K followers, 26.9K 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](https://x.com/ConsensusGurus/status/2017230336682336552)  2026-01-30T13:36Z 42.6K followers, [----] engagements


"Live look at the Morgan Stanley bankers after learning that they are getting M&A fee income instead of IPO fee income for SpaceX after letting Adam Jonas write fan fiction about Tesla's stock for half a decade:"  
[X Link](https://x.com/ConsensusGurus/status/2017232564251955374)  2026-01-30T13:44Z 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](https://x.com/ConsensusGurus/status/2017248626477498600)  2026-01-30T14:48Z 42.6K followers, [----] engagements


"Where are my Rocket $RKT people today - what are we doing here"  
[X Link](https://x.com/ConsensusGurus/status/2017253417102557596)  2026-01-30T15:07Z 42.6K followers, [----] engagements


"*PELOTON CUTS 11% OF STAFF INCLUDING FROM ENGINEERING TEAMS JESS KING RETAINED"  
[X Link](https://x.com/ConsensusGurus/status/2017341682467971503)  2026-01-30T20:58Z 42.6K followers, [----] engagements


"Too Washed Out - Earnings Setups of Note for Next Week: Palantir Roblox Snap Uber Reddit Amazon ARM PayPal Google AMD Disney Chipotle Affirm IREN Super Micro and Atlassian $PLTR $RBLX $RDDT $AMZN $ARM $PYPL $AMD $DIS $CMG $AFRM $SMCI https://www.earnings-edge.com/p/too-washed-out-earnings-setups-of https://www.earnings-edge.com/p/too-washed-out-earnings-setups-of https://www.earnings-edge.com/p/too-washed-out-earnings-setups-of https://www.earnings-edge.com/p/too-washed-out-earnings-setups-of"  
[X Link](https://x.com/ConsensusGurus/status/2017598017478562261)  2026-01-31T13:57Z 42.6K followers, 26.6K 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](https://x.com/ConsensusGurus/status/2018319037617311836)  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](https://x.com/ConsensusGurus/status/2018331240638664797)  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](https://x.com/ConsensusGurus/status/2018375399902793872)  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](https://x.com/ConsensusGurus/status/2018376159348642300)  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](https://x.com/ConsensusGurus/status/2018378371173150851)  2026-02-02T17:37Z 42.6K followers, 18.1K engagements


"*TERADYNE SEES 1Q REVENUE OF $1.15-1.25B EST $930M $TER +21%"  
[X Link](https://x.com/ConsensusGurus/status/2018439053155152039)  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](https://x.com/ConsensusGurus/status/2018449331729449359)  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](https://x.com/ConsensusGurus/status/2018458105487737164)  2026-02-02T22:54Z 42.6K followers, [----] engagements


"Chipotle results on deck - Costco knocking off fast casual now. $CMG $COST"  
[X Link](https://x.com/ConsensusGurus/status/2018509208032088345)  2026-02-03T02:17Z 42.6K followers, 10.3K engagements


"Classic stuff from PayPal $PYPL"  
[X Link](https://x.com/ConsensusGurus/status/2018656741425332436)  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](https://x.com/ConsensusGurus/status/2018672559831634124)  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](https://x.com/ConsensusGurus/status/2018677444446671159)  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](https://x.com/ConsensusGurus/status/2018677836177887587)  2026-02-03T13:27Z 42.6K followers, 10.7K engagements


"Anyone else suspicious of this number $22B Even if he owned all of Raising Cane's outright that doesn't get him anywhere near $22B does it Hell - the Wendy's brand parent above the franchisees is worth $1.5B (not apples to apples but still)"  
[X Link](https://x.com/ConsensusGurus/status/2018688436861808658)  2026-02-03T14:10Z 42.6K followers, [----] 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](https://x.com/ConsensusGurus/status/2018696596548919639)  2026-02-03T14:42Z 42.6K followers, [----] engagements


"$APP is down so $CVNA is down a tale as old as time"  
[X Link](https://x.com/ConsensusGurus/status/2018703313429012975)  2026-02-03T15:09Z 42.6K followers, [----] engagements


"*MAJOR BUILDERS SAID TO WEIGH PLAN FOR [--] MILLION 'TRUMP HOMES' History repeats itself"  
[X Link](https://x.com/ConsensusGurus/status/2018704675155894647)  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](https://x.com/ConsensusGurus/status/2018709897429303690)  2026-02-03T15:35Z 42.6K followers, 57.8K engagements


"What's the best $WMT long pitch here - is this all just fund flows"  
[X Link](https://x.com/ConsensusGurus/status/2018742695120826523)  2026-02-03T17:45Z 42.6K followers, [----] engagements


"Good god how did I just see the travel booking sites $EXPE -13% $BKNG -9% $ABNB -7%"  
[X Link](https://x.com/ConsensusGurus/status/2018747393290752457)  2026-02-03T18:04Z 42.6K followers, [----] engagements


"Did Dutch Bros get into the SaaS business unannounced"  
[X Link](https://x.com/ConsensusGurus/status/2018770310854844691)  2026-02-03T19:35Z 42.6K followers, [----] engagements


"*CHIPOTLE SEES FY'26 COMP SALES FLAT VS. +2% EST Those 'protein' cups of diced chicken not driving sales"  
[X Link](https://x.com/ConsensusGurus/status/2018794474420543659)  2026-02-03T21:11Z 42.6K followers, 11.9K 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](https://x.com/ConsensusGurus/status/2018794942043414834)  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](https://x.com/ConsensusGurus/status/2018798174245466172)  2026-02-03T21:26Z 42.6K followers, [----] engagements


"Did Super Micro $SMCI decide to just not report Results that bad"  
[X Link](https://x.com/ConsensusGurus/status/2018799416048791650)  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](https://x.com/ConsensusGurus/status/2018804874000085008)  2026-02-03T21:52Z 42.6K followers, [----] engagements


"So what happens to the total size of AWS Azure Google Cloud contracts if all software goes to zero AI just fills all the gaps I guess Microsoft backlog concentration kind of says that"  
[X Link](https://x.com/ConsensusGurus/status/2018864634091176344)  2026-02-04T01:50Z 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](https://x.com/ConsensusGurus/status/2019033580928958743)  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](https://x.com/ConsensusGurus/status/2019049676767474172)  2026-02-04T14:05Z 42.6K followers, [----] engagements


"*APPLOVIN FALLS 12% PREMARKET DRAGGING PEER CARVANA WITH IT"  
[X Link](https://x.com/ConsensusGurus/status/2019053932849349087)  2026-02-04T14:22Z 42.6K followers, [----] engagements


"*CHIPOTLE TURNS POSITIVE AS SANDISK SINKS 10% CONSUMERS SAID TO BUY DOUBLE PROTEIN EN MASSE *CHIPOTLE CEO: "CONSUMERS HAVE PULLED BACK ON FAST CASUAL DINING AS THEY SAVE MONEY FOR FLASH MEMORY" *CHIPOTLE CEO: "CONSUMERS HAVE PULLED BACK ON FAST CASUAL DINING AS THEY SAVE MONEY FOR FLASH MEMORY""  
[X Link](https://x.com/ConsensusGurus/status/2019067757942186061)  2026-02-04T15:17Z 42.6K followers, [----] engagements


"Wayfair $W following tech lower -8% while all of housing and furniture is ripping higher"  
[X Link](https://x.com/ConsensusGurus/status/2019068378065895776)  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](https://x.com/ConsensusGurus/status/2019099282578485545)  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](https://x.com/ConsensusGurus/status/2019105397928292836)  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](https://x.com/ConsensusGurus/status/2019120301884469695)  2026-02-04T18:46Z 42.6K followers, [----] engagements


"*PULTE: NOT ACTIVELY LOOKING AT TRUMP HOMES IDEA Biggest beneficiary $BLDR:"  
[X Link](https://x.com/ConsensusGurus/status/2019131765085073547)  2026-02-04T19:31Z 42.6K followers, [----] engagements


"*ALHABET SEES [----] CAPEX $175-185B VS $119.5B EST GOOD GOD"  
[X Link](https://x.com/ConsensusGurus/status/2019154671638561098)  2026-02-04T21:02Z 42.6K followers, 13.1K engagements


"*POLICE TO QUESTION COUPANG INTERIM CEO THIS WEEK: YONHAP"  
[X Link](https://x.com/ConsensusGurus/status/2019407937828188182)  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](https://x.com/ConsensusGurus/status/2019410700779573369)  2026-02-05T14:00Z 42.6K followers, 14K engagements


"He's gonna have to when $AMZN dips 10% on tonight's results right @Investor_NICK_ President Trump has added an "announcement" at [--] p.m. to his schedule. President Trump has added an "announcement" at [--] p.m. to his schedule"  
[X Link](https://x.com/ConsensusGurus/status/2019421577826402383)  2026-02-05T14:43Z 42.6K followers, 11.9K 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](https://x.com/ConsensusGurus/status/2019437704610545829)  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](https://x.com/ConsensusGurus/status/2019480416743313505)  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](https://x.com/ConsensusGurus/status/2019501745164984800)  2026-02-05T20:01Z 42.6K followers, [----] engagements


"Don't forget we get quarterly earnings from $MSTR after the bell $MSTR https://t.co/rhq67AwrNp $MSTR https://t.co/rhq67AwrNp"  
[X Link](https://x.com/ConsensusGurus/status/2019514763638624595)  2026-02-05T20:53Z 42.6K followers, [----] engagements


"*AMAZON SEES [----] CAPEX ABOUT $200B VS $146B EST Good god x2 Oooph that 1Q operating margin guide for $AMZN Oooph that 1Q operating margin guide for $AMZN"  
[X Link](https://x.com/ConsensusGurus/status/2019517263444078712)  2026-02-05T21:03Z 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](https://x.com/ConsensusGurus/status/2019518109653299594)  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](https://x.com/ConsensusGurus/status/2019520327496396936)  2026-02-05T21:15Z 42.6K followers, [----] engagements


"Clearing the Hurdles: Recapping Roblox and Reddit Earnings $RBLX $RDDT https://www.earnings-edge.com/p/clearing-the-hurdles-recapping-roblox https://www.earnings-edge.com/p/clearing-the-hurdles-recapping-roblox https://www.earnings-edge.com/p/clearing-the-hurdles-recapping-roblox https://www.earnings-edge.com/p/clearing-the-hurdles-recapping-roblox"  
[X Link](https://x.com/ConsensusGurus/status/2019529587508547806)  2026-02-05T21:52Z 42.6K followers, [----] engagements


"At this rate Palantir will be back below $100 by the weekend"  
[X Link](https://x.com/ConsensusGurus/status/2019529802315952250)  2026-02-05T21:53Z 42.6K followers, [----] engagements


"FSD is solved and no one in Europe cares - Tesla unit sales are -67% vs [----] levels:"  
[X Link](https://x.com/ConsensusGurus/status/2019569747810271690)  2026-02-06T00:32Z 42.6K followers, [----] engagements


"$HIMS from $30 to $20 in a day: FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/ConsensusGurus/status/2019571578342895873)  2026-02-06T00:39Z 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](https://x.com/ConsensusGurus/status/2019585411342037218)  2026-02-06T01:34Z 42.6K followers, 13.2K engagements


"@CapitalObserver And $CNC in the morning"  
[X Link](https://x.com/ConsensusGurus/status/2019598634795561360)  2026-02-06T02:26Z 42.6K followers, [---] engagements


"Prediction for tomorrow: AutoNation miss stock -10%. CIA-backed $CVNA +0.5%"  
[X Link](https://x.com/ConsensusGurus/status/2019606701826273661)  2026-02-06T02:58Z 42.6K followers, [----] engagements


"Everything up except Micron $MU - why are they leaving Micron out"  
[X Link](https://x.com/ConsensusGurus/status/2019777042145816834)  2026-02-06T14:15Z 42.6K followers, [----] engagements


"Cracks and weakness all over housing except for insulation distribution. $IBP and $BLD untouchable:"  
[X Link](https://x.com/ConsensusGurus/status/2019785083243122980)  2026-02-06T14:47Z 42.6K followers, [----] engagements


"Cramer: "Buy Marvell $MRVL +7%""  
[X Link](https://x.com/ConsensusGurus/status/2019786981463527511)  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](https://x.com/ConsensusGurus/status/2019822163331813614)  2026-02-06T17:15Z 42.6K followers, [----] engagements


"Long story short the homebuilders did not want to donate 1M vacant lots. LOL - homebuilder antitrust Not gonna fly but still a bad headline. $DHI: https://t.co/HyXgHLBQc0 LOL - homebuilder antitrust Not gonna fly but still a bad headline. $DHI: https://t.co/HyXgHLBQc0"  
[X Link](https://x.com/ConsensusGurus/status/2019823451616526702)  2026-02-06T17:20Z 42.6K followers, [----] engagements


"Oh look another 'someone might buy $BILL' story hits the tape:"  
[X Link](https://x.com/ConsensusGurus/status/2019840362190184799)  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](https://x.com/ConsensusGurus/status/2019840548081946870)  2026-02-06T18:28Z 42.6K followers, [----] engagements


"What you see when you realize you went way too cheap on the Airbnb"  
[X Link](https://x.com/ConsensusGurus/status/2019889656511234494)  2026-02-06T21:43Z 42.6K followers, [----] engagements


"*FDA SLAPS HIMS & HERS ACROSS THE FACE"  
[X Link](https://x.com/ConsensusGurus/status/2019891807543505073)  2026-02-06T21:51Z 42.6K followers, [----] engagements


"*BREAKING: HIMS & HERS ANNOUNCES EXPANSION INTO SUB SAHARAN AFRICA MONGOLIA AND NORTH KOREA"  
[X Link](https://x.com/ConsensusGurus/status/2019903832600567880)  2026-02-06T22:39Z 42.6K followers, 21K engagements


"Checking in on Oracle $ORCL default insurance pricing:"  
[X Link](https://x.com/ConsensusGurus/status/2020123408315404386)  2026-02-07T13:12Z 42.6K followers, [----] engagements


"@JCOviedo6 Trading at a discount because you have to listen to Bad Bunny"  
[X Link](https://x.com/ConsensusGurus/status/2020125209366299059)  2026-02-07T13:19Z 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/2020171360375312743 https://twitter.com/i/web/status/2020171360375312743"  
[X Link](https://x.com/ConsensusGurus/status/2020171360375312743)  2026-02-07T16:22Z 42.6K followers, [----] engagements


"@solesalami sales growth + ebitda margin. Sales grow 20% with 20% ebitda margins = 40"  
[X Link](https://x.com/ConsensusGurus/status/2020173054006231396)  2026-02-07T16:29Z 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](https://x.com/ConsensusGurus/status/2020174025624813931)  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](https://x.com/ConsensusGurus/status/2020176109506371623)  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](https://x.com/ConsensusGurus/status/2020215460382277771)  2026-02-07T19:17Z 42.6K followers, [----] engagements


"Act like youve been there before UNC"  
[X Link](https://x.com/ConsensusGurus/status/2020311721215230274)  2026-02-08T01:40Z 42.6K followers, [----] engagements


"@fundiescapital Two separate court stormings and physically assaulting the opposing team Clown university"  
[X Link](https://x.com/ConsensusGurus/status/2020319611674321377)  2026-02-08T02:11Z 42.6K followers, [---] 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](https://x.com/ConsensusGurus/status/2020527429542965601)  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](https://x.com/ConsensusGurus/status/2020527431157739813)  2026-02-08T15:57Z 42.6K followers, [----] engagements


"@usskiteam @zerohedge Wouldve been worried if just Italian physicians - thanks for clarifying"  
[X Link](https://x.com/ConsensusGurus/status/2020545438001012785)  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](https://x.com/ConsensusGurus/status/2020850074570383465)  2026-02-09T13:19Z 42.6K followers, [----] engagements


"*HIMS & HERS COMPLETES STOCK SPLIT $HIMS"  
[X Link](https://x.com/ConsensusGurus/status/2020862288563970229)  2026-02-09T14:08Z 42.6K followers, 63.2K engagements


"Look at this value trap $KD down another 53.4% this morning:"  
[X Link](https://x.com/ConsensusGurus/status/2020863979577299329)  2026-02-09T14:14Z 42.6K followers, [----] engagements


"*DOULINGO SHARES FALL 5% AFTER FAILING TO SECURE BAD BUNNY SUPER BOWL SHOW SPONSORSHIP $DUOL"  
[X Link](https://x.com/ConsensusGurus/status/2020868819737026711)  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](https://x.com/ConsensusGurus/status/2020873842470658458)  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](https://x.com/ConsensusGurus/status/2020878533443141969)  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](https://x.com/ConsensusGurus/status/2020919111510081795)  2026-02-09T17:53Z 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](https://x.com/ConsensusGurus/status/2020968801412710525)  2026-02-09T21:11Z 42.6K followers, 11.1K engagements


"@Crussian17 Replaced by Mr Beast"  
[X Link](https://x.com/ConsensusGurus/status/2020984311999308285)  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](https://x.com/ConsensusGurus/status/2021028244640891030)  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](https://x.com/ConsensusGurus/status/2021070290701385936)  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](https://x.com/ConsensusGurus/status/2021204073144254500)  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](https://x.com/ConsensusGurus/status/2021208993515892847)  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](https://x.com/ConsensusGurus/status/2021214820180062637)  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](https://x.com/ConsensusGurus/status/2021215061159694779)  2026-02-10T13:29Z 42.6K followers, [----] engagements


"RETAIL SALES APOCALYPSE - DEC. SALES FLAT M/M VS. +0.4% EST"  
[X Link](https://x.com/ConsensusGurus/status/2021215344619044996)  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](https://x.com/ConsensusGurus/status/2021221140153163861)  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](https://x.com/ConsensusGurus/status/2021221284722385268)  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](https://x.com/ConsensusGurus/status/2021227940772528531)  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](https://x.com/ConsensusGurus/status/2021230646065021254)  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](https://x.com/ConsensusGurus/status/2021231425475719507)  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](https://x.com/ConsensusGurus/status/2021232778310803681)  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](https://x.com/ConsensusGurus/status/2021242426510164461)  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](https://x.com/ConsensusGurus/status/2021246134069469252)  2026-02-10T15:33Z 42.6K followers, [----] engagements


"Is Netflix up big on $SPOT results or is it somehow tied to a better bid from $PSKY illogically"  
[X Link](https://x.com/ConsensusGurus/status/2021246870610227304)  2026-02-10T15:36Z 42.6K followers, [----] engagements


"Love this headline - $ACHR $JOBY"  
[X Link](https://x.com/ConsensusGurus/status/2021247033072320885)  2026-02-10T15:37Z 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](https://x.com/ConsensusGurus/status/2021249489286070508)  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](https://x.com/ConsensusGurus/status/2021252629687333346)  2026-02-10T15:59Z 42.6K followers, 16.4K 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](https://x.com/ConsensusGurus/status/2021254185883251094)  2026-02-10T16:05Z 42.6K followers, [----] engagements


"What happened to Schwab $SCHW"  
[X Link](https://x.com/ConsensusGurus/status/2021255738815815785)  2026-02-10T16:11Z 42.6K followers, 15.6K engagements


"$RJF and $MS similar:"  
[X Link](https://x.com/ConsensusGurus/status/2021257440491086138)  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](https://x.com/ConsensusGurus/status/2021258963832991867)  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](https://x.com/ConsensusGurus/status/2021281079856935157)  2026-02-10T17:52Z 42.6K followers, [----] engagements


"Curious if you see anything supporting this sort of building boom @RickPalaciosJr"  
[X Link](https://x.com/ConsensusGurus/status/2021282066843799702)  2026-02-10T17:56Z 42.6K followers, [----] engagements


"@Sleepysolcap @RickPalaciosJr Toll has never really had material short interest though"  
[X Link](https://x.com/ConsensusGurus/status/2021283510154141737)  2026-02-10T18:01Z 42.6K followers, [---] engagements


"Folks suddenly taking some profits into the SharkNinja $SN print tomorrow:"  
[X Link](https://x.com/ConsensusGurus/status/2021295601472688419)  2026-02-10T18:49Z 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](https://x.com/ConsensusGurus/status/2021299417551196530)  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](https://x.com/ConsensusGurus/status/2021303410520117565)  2026-02-10T19:21Z 42.6K followers, [----] engagements


"Why are they killing USA Semiconductor today (Intel)"  
[X Link](https://x.com/ConsensusGurus/status/2021309018757611626)  2026-02-10T19:43Z 42.6K followers, [----] engagements


"They're growing up so quickly $HOOD $IBKR"  
[X Link](https://x.com/ConsensusGurus/status/2021331580820881854)  2026-02-10T21:12Z 42.6K followers, [----] engagements


"Guys and gals you never ever sell $UBER on a bad $LYFT print"  
[X Link](https://x.com/ConsensusGurus/status/2021334807440155002)  2026-02-10T21:25Z 42.6K followers, [----] engagements


"Was This Well Telegraphed Enough Recapping Robinhood's Actuals vs. Consensus $HOOD"  
[X Link](https://x.com/ConsensusGurus/status/2021412106567041249)  2026-02-11T02:32Z 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](https://x.com/ConsensusGurus/status/2021571534318363049)  2026-02-11T13:06Z 42.6K followers, [--] engagements


"Why are we killing Duolingo $DUOL yet again Please don't say $U results"  
[X Link](https://x.com/ConsensusGurus/status/2021572508437094406)  2026-02-11T13:10Z 42.6K followers, 104.6K 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](https://x.com/ConsensusGurus/status/2021578820965282150)  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](https://x.com/ConsensusGurus/status/2021583189039308876)  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](https://x.com/ConsensusGurus/status/2021586551159788024)  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](https://x.com/ConsensusGurus/status/2021587203273429221)  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](https://x.com/ConsensusGurus/status/2021587297515307147)  2026-02-11T14:09Z 42.6K followers, [----] engagements


"So the $VRT correlation with AI buildout seems to be breaking down"  
[X Link](https://x.com/ConsensusGurus/status/2021604448934506621)  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](https://x.com/ConsensusGurus/status/2021607051307168194)  2026-02-11T15:27Z 42.6K followers, [----] engagements


"*CARVANA FOLLOWS PEER APPLOVIN LOWER DESPITE STRENGTH IN AUTO DEALERS"  
[X Link](https://x.com/ConsensusGurus/status/2021610213258801618)  2026-02-11T15:40Z 42.6K followers, [----] engagements


"Apocalypse market open Apple +2% like clockwork $AAPL"  
[X Link](https://x.com/ConsensusGurus/status/2021612965649113270)  2026-02-11T15:51Z 42.6K followers, [----] engagements


"CNBC: "And the S&P [---] is flat on the day." Average retail investor:"  
[X Link](https://x.com/ConsensusGurus/status/2021631976026013769)  2026-02-11T17:06Z 42.6K followers, [----] engagements


"Where can I get some Quad God merch"  
[X Link](https://x.com/ConsensusGurus/status/2021644069081166251)  2026-02-11T17:54Z 42.6K followers, [----] engagements


"Looking for the BofA $ETSY note if anyone has a copy"  
[X Link](https://x.com/ConsensusGurus/status/2021662266274558212)  2026-02-11T19:06Z 42.6K followers, [----] engagements


"@Crussian17 Are they even doing open market purchases Where are the Form 4s"  
[X Link](https://x.com/ConsensusGurus/status/2021662408830595246)  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](https://x.com/ConsensusGurus/status/2021665561131069518)  2026-02-11T19:20Z 42.6K followers, [----] engagements


"These Cisco $CSCO gross margins are trash"  
[X Link](https://x.com/ConsensusGurus/status/2021693542985322946)  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](https://x.com/ConsensusGurus/status/2021694226094780716)  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](https://x.com/ConsensusGurus/status/2021695564316860417)  2026-02-11T21:19Z 42.6K followers, [----] engagements


"Why are we hitting HubSpot $HUBS Looked pretty good on the surface"  
[X Link](https://x.com/ConsensusGurus/status/2021696288354443650)  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](https://x.com/ConsensusGurus/status/2021708657755308251)  2026-02-11T22:11Z 42.6K followers, [----] engagements


"2026 24H trading in Palantir playing out in reverse of [----] $PLTR"  
[X Link](https://x.com/ConsensusGurus/status/2021753570475855971)  2026-02-12T01:09Z 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](https://x.com/ConsensusGurus/status/2021786172305887253)  2026-02-12T03:19Z 42.6K followers, [----] engagements


"Sandisk investors this morning $SNDK"  
[X Link](https://x.com/ConsensusGurus/status/2021940697306206365)  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](https://x.com/ConsensusGurus/status/2021953090707153194)  2026-02-12T14:22Z 42.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing