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[@ConsensusGurus](/creator/twitter/ConsensusGurus)
"Earnings Setup Tables for Wednesday XXXX Names included in the file: ALK AMTB APH ASGN BANC BDN BKU BNED BPOP BRKL BSX BWB CADE CBAN CCI CCS CFFN CHCO CHDN CLB CME CMG COOP CSX CVBF CVLG CYH DBIN EGBN EGP EPRT ESRT FAF FCBC FCX FI FPI FRME FSBC FSBW GD GEV GGG GL GOOGL GSHD GTY HAS HBNC HCSG HLT HLX HTLD IBM ICLR INBK KALU KNSA KNX LCNB LII LOB LVS LW MAT MCO MHO MLI MOH MTH MXL NEE NLY NOW NTRS NTST NVR OBK OII ORLY OTIS OTLY PB PGC PKG PLXS PRG QCRH QS RBBN RHI RJF RNR ROL RS SEI SEIC SIGI SON SSNC STC T TCBX TDY TEL THFF TMHC TMO TMUS TNL TSLA UCB URI UVSP VKTX VRE WEX WH WNEB"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947449390068593008) 2025-07-22 00:11:31 UTC 33.4K followers, 9621 engagements


"Where's that guy who was raving about Oscar $OSCR cash per share and how does company guidance swinging from $250M of operating income for 2025 to a $250M operating loss affect that analysis"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947637265938976801) 2025-07-22 12:38:04 UTC 33.4K followers, 4832 engagements


"Consensus Offsides - NXP Semi $NXPI 2Q'25 Earnings Recap Our Consensus vs Actuals recap of $NXPI earnings"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947391181698085030) 2025-07-21 20:20:13 UTC 33.4K followers, 2817 engagements


"So is $DHI's upside surprise blowing up tech by forcing rotations today"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947653490349904340) 2025-07-22 13:42:32 UTC 33.4K followers, 2150 engagements


"Enough for the Bulls Tesla $TSLA 2Q'25 Consensus Earnings Recap"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948116575552184461) 2025-07-23 20:22:40 UTC 33.4K followers, 8579 engagements


"A huge week for housing stocks - someone maybe read my preview with $DHI -XXX% despite rates sinking and equities roaring again"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947292785687535892) 2025-07-21 13:49:13 UTC 33.4K followers, 3271 engagements


"Here's your $TSLA bogey - 365k units delivered. Thank you @Kalshi :"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940394193303781497) 2025-07-02 12:56:41 UTC 33.4K followers, 10.6K engagements


"Just one photo of Sydney Sweeney eating a hot dog at the Tesla Diner could turn the story around just sayin"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948395728285413378) 2025-07-24 14:51:55 UTC 33.4K followers, 2087 engagements


"If you don't think the prior CFO's sudden departure in the middle of the night never to be heard from again followed by the below record pay for the new guy signing off on the books is a coincidence you're not cynical enough:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1925181709252722709) 2025-05-21 13:27:42 UTC 33.4K followers, 25.2K engagements


"Put a Fork in Search Alphabet $GOOG 2Q'25 Consensus Earnings Preview Our Consensus metrics breakdown as well as the valuation setup into the print - we'll also email subscribers the recap ASAP following the release this afternoon"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948028886127686028) 2025-07-23 14:34:13 UTC 33.4K followers, 2111 engagements


"Any Juice Left after Today Enphase $ENPH 2Q'25 Consensus Earnings Recap Our Consensus metric recap and setup into the print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947753195377197454) 2025-07-22 20:18:43 UTC 33.4K followers, 4504 engagements


"Earnings Setup Tables for Monday & Tuesday 7.21-7.22 Names in the file: AGNC AGYS ARE AVY BKR BMI BOKF BUSE CALM CALX CATY CB CBU CCK CLF COF CSGP DGX DHI DHR DPZ DX EFX ELS ENPH EQT EWBC FBP FOR GM GPC HAFC HAL HBCP HOPE HSTM IPG IQV ISRG IVZ KARO KEY KO KREF LMT MANH MBWM MEDP MMYT MSCI MTDR NBHC NOC NXPI ONB ORRF PCAR PEBO PEGA PFBC PFSI PHM PM PMT PNR PRK RLI RNST ROP RRC RTX SFBS SHW STLD SYF THC TRMK TXN USNA VICR VMI VZ WASH WFRD WRB WTFC ZION"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946621283170431138) 2025-07-19 17:20:55 UTC 33.4K followers, 19.1K engagements


"Is this Avocado Spoiled Chipotle $CMG 2Q'25 Consensus Earnings Preview Consensus metrics the historical valuation context and a potential clue in the data from @tickerplus as to the direction of momentum"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948053523045728405) 2025-07-23 16:12:07 UTC 33.4K followers, 2315 engagements


"Excellent print from $GE - but we previewed why the bar was extremely high. Shares down despite the quarter:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945854555041812988) 2025-07-17 14:34:12 UTC 33.4K followers, 3387 engagements


"@eWhispers @Tesla @Google @Verizon @IntuitiveSurg @SAP @ServiceNow @Enphase @NewmontCorp @GEVernova @ChipotleTweets Valuation setup tables for each of these names"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947290621598699896) 2025-07-21 13:40:37 UTC 33.4K followers, 1265 engagements


"Hot take: rate cuts will steepen the curve"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947449969436463491) 2025-07-22 00:13:49 UTC 33.4K followers, 4106 engagements


"Notable Release Times this Afternoon: Alphabet / Google $GOOGL 4:01PM ET Tesla $TSLA 4:03PM IBM $IBM 4:08PM Chipotle $CMG 4:10PM ServiceNow $NOW 4:10PM We'll email you quick recaps in the above order"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948106551115632833) 2025-07-23 19:42:50 UTC 33.4K followers, 4410 engagements


"Jesus on the other hand of Commerzbank - I will not besmirch Jesus"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946306692381036967) 2025-07-18 20:30:50 UTC 33.4K followers, 1846 engagements


"I am XX% certain Elon's ego is too massive for this. but I would keep this page open while listening to this evening's conference call:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948091001651798333) 2025-07-23 18:41:03 UTC 33.4K followers, 2448 engagements


"At this rate you're not going to be able to order at McDonald's without using a Palantir $PLTR ontology"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945874189556040015) 2025-07-17 15:52:14 UTC 33.4K followers, 3144 engagements


"The Time is NOW - ServiceNow $NOW 2Q'25 Consensus Earnings Preview"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948077246008181015) 2025-07-23 17:46:23 UTC 33.4K followers, 3022 engagements


"*OFFERPAD PROVIDES PRELIMINARY RESULTS So youre saying youre about to do a capital raise (as you should)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948132411054985466) 2025-07-23 21:25:36 UTC 33.4K followers, 2471 engagements


"Hey $OPEN - you need a new CFO. You should be preannouncing and slamming a $750M convert yesterday"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947638602126516577) 2025-07-22 12:43:22 UTC 33.4K followers, 4721 engagements


"The $ASML Earnings Setup and Downloadable Consensus Model Results out tomorrow morning for the all important semis equipment name"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945233476137181601) 2025-07-15 21:26:16 UTC 33.4K followers, 9030 engagements


"Should we be cheering for runaway pricing in an alternative currency (bitcoin) as the USD debt spiral accelerates"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944743534067654935) 2025-07-14 12:59:24 UTC 33.4K followers, 2388 engagements


"Robinhood $HOOD and AppLovin $APP get another shot at joining the S&P XXX this week: Synopsys expects to close Ansys acquisition on or about July 17th. $SNPS $ANSS"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944745749780042031) 2025-07-14 13:08:13 UTC 33.4K followers, 31.4K engagements


"Real-time market capitalizations of the largest S&P XXX eligible companies that are not in the S&P XXX. $APP still the far and away largest. With $JNPR now fully delisted - the announcement seemingly has to come today at 5:15PM ET"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940445519194804324) 2025-07-02 16:20:38 UTC 33.4K followers, 31.2K engagements


"One of the most important metrics to take from the $DHI report tomorrow - how much completed unsold inventory does the builder have on the ground As the world's largest builder $DHI sets the market at the low end for many metros. Here's where we stood last year:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947477553826144520) 2025-07-22 02:03:25 UTC 33.4K followers, 6110 engagements


"We're one Tesla investment in SpaceX or xAI away from this being as circular as the Nvidia - CoreWeave - Core Scientific mess $TSLA $NVDA $CRWV $CORZ"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944163212212974041) 2025-07-12 22:33:25 UTC 33.4K followers, 6097 engagements


"$MP deal upsized to $650M and priced at $55"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945806778991607873) 2025-07-17 11:24:22 UTC 33.4K followers, 3356 engagements


"Did the $CRCL and $COIN folks just see this"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945193022808834499) 2025-07-15 18:45:31 UTC 33.4K followers, 8902 engagements


"The Trade Desk is the newest member of the S&P XXX At $37B market cap $TTD is just a faction of many larger eligible candidates. Committee comments: "We view The Trade Desk's novel advertising platform as a mainstay for the S&P XXX index. Surely the likes of Google Meta and Amazon are not crowding out their business model.""  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944869324558385160) 2025-07-14 21:19:15 UTC 33.4K followers, 32.5K engagements


"Vending machines are the way - how else can you scale into your multiple $CVNA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945815880727662664) 2025-07-17 12:00:32 UTC 33.4K followers, 3512 engagements


"Earnings movers. Consumer names big winners. CarMax $KMX +9% Darden Restaurants $DRI +5% Kroger $KR +3% and the only loser: Accenture $ACN -6%"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1936052239678029994) 2025-06-20 13:23:18 UTC 33.4K followers, 2248 engagements


"Its actually amazing he said this with no share price response - are people ignoring his b/s"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948136678415348020) 2025-07-23 21:42:33 UTC 33.4K followers, 1919 engagements


"The Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Preview What to expect from Da Vinci - as well as the historical setup context"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947693256403280056) 2025-07-22 16:20:33 UTC 33.4K followers, 2239 engagements


"Chevron $CVX with the surprise and abrupt closing of the Hess $HES deal this morning - here are my thoughts on what that means for $HOOD today (yes Robinhood):"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946198623420584192) 2025-07-18 13:21:25 UTC 33.4K followers, 11.7K engagements


"The $TSLA cash situation / problem played out just as we previewed:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948170346772791383) 2025-07-23 23:56:20 UTC 33.4K followers, 3813 engagements


"Where's the Cash - Alphabet $GOOG 2Q'25 Consensus Earnings Recap"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948114030482112800) 2025-07-23 20:12:33 UTC 33.4K followers, 4917 engagements


"Almost every retailer that reports makes me more cautious on $RH Thursday (and yes these two companies are wholly unrelated): $JILL Comp sales -X% vs +3% prior Adj. EPS $XXXX vs $XXXX prior Withdrawing all 2025 guidance"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1932752099454169321) 2025-06-11 10:49:43 UTC 33.4K followers, 4728 engagements


"and yes we did do a preview and will do a recap - here:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948077387868205130) 2025-07-23 17:46:57 UTC 33.4K followers, 1704 engagements


"We described why housing would experience weakness in the wake of $DHI and $PHM results in the post below. Today you saw all three builders that reported trade from green to red: $MTH -XXX% $CCS -X% $TPH -2.5%"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948381249040527619) 2025-07-24 13:54:23 UTC 33.4K followers, 2832 engagements


"Want the fastest recap on the world wide web for $TSLA $GOOG / $GOOGL $IBM $CMG and $NOW earnings this afternoon direct to your inbox Sign up for our Substack in the profile link. Example below - but with commentary and historical earnings context:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948080580815360305) 2025-07-23 17:59:38 UTC 33.4K followers, 5372 engagements


"I always hesitate to post earnings recaps for ServiceNow $NOW because I once calculated their operating margin incorrectly on Twitter and their legal council reached out to me Talk about micromanaging PR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948069502886789169) 2025-07-23 17:15:37 UTC 33.4K followers, 6460 engagements


"Go try a TickerTrends account if the stocks you look at touch consumer in any way:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1932484013928702372) 2025-06-10 17:04:27 UTC 33.4K followers, 3888 engagements


"What to Expect from $AVAV and $VCTR Following the S&P Index Changes"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945254604289028539) 2025-07-15 22:50:13 UTC 33.4K followers, 5333 engagements


"I'm going to say that maybe $NXPI shouldn't be down another X% on $TXN commentary after having just reported their own outlook last night"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947760968269746370) 2025-07-22 20:49:37 UTC 33.4K followers, 5714 engagements


"Spoiled Indeed - Chipotle $CMG 2Q'25 Consensus Earnings Recap"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948122913359405354) 2025-07-23 20:47:51 UTC 33.4K followers, 4575 engagements


"Netflix $NFLX makes the crowded long list and $ETSY makes the crowded short list from GS. Weve written on each of these"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944824966043595012) 2025-07-14 18:22:59 UTC 33.4K followers, 4197 engagements


"Sometimes they make this wonderful game too easy"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948130174517624904) 2025-07-23 21:16:42 UTC 33.4K followers, 3763 engagements


"Are we sure other notable EV makers arent doing the same thing in China maybe one that begins with T and ends in A $ZK $NIO $XPEV $LI $TSLA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946932800168358256) 2025-07-20 13:58:46 UTC 33.4K followers, 2911 engagements


"Watson = the OG AI - $IBM 2Q'25 Consensus Earnings Preview Some thoughts on what to do with IBM trading at levels not seen since 1999"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948066897267773785) 2025-07-23 17:05:16 UTC 33.4K followers, 2186 engagements


"So does the $3B number the WSJ cited mean they were in cahoots with the insider trading folks $KLG tanks here on a much lower $23/sh price - I guess thats $2.5B rounded up lol"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943293990989672855) 2025-07-10 12:59:26 UTC 33.4K followers, 3752 engagements


"Consensus vs Actuals breakdowns posted for Substack folks (long form) and for Twitter Subs (tables). $TSLA $GOOGL $NOW $CMG $IBM"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948127562342736035) 2025-07-23 21:06:19 UTC 33.4K followers, 2412 engagements


"We published American Air $AAL as overheated - shares -X% on results:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948352384381370386) 2025-07-24 11:59:41 UTC 33.4K followers, 1626 engagements


"Me all night waiting for $DHI and $PHM earnings in the morning"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947463179958706564) 2025-07-22 01:06:18 UTC 33.4K followers, 4384 engagements


"*SAMSUNG 2Q OPER PROFIT 4.60T WON EST. 6.18T WON"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942353396297855111) 2025-07-07 22:41:51 UTC 33.4K followers, 16.6K engagements


"Oh look another cooler than anticipated inflation print. The Fed continues to look silly for this "tariffs are inflation" stance. But maybe next month"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945461160590925864) 2025-07-16 12:31:00 UTC 33.4K followers, 3092 engagements


"Our likely order of operations for Consensus metric recaps: 1) $TXN 4:01PM ET Release 2) $ENPH 4:05PM ET 3) $ISRG 4:05PM ET 4) $SAP 4:05PM ET We'll have the full detailed recaps mailed out to the Substack folks ASAP and then posted as snippets for Twitter Subs"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947746483752591779) 2025-07-22 19:52:03 UTC 33.4K followers, 3880 engagements


"Clearly they see a bright future for Quantum Beverage $QUBT after the C-suite resigned"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945879743548563770) 2025-07-17 16:14:18 UTC 33.4K followers, 3362 engagements


"Detailed earnings recaps for DR Horton $DHI Coca-Cola $KO and Philip Morris $PM this morning in the format below with commentary and context all @ Twitter / X Subs get the Actuals vs Consensus tables"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947641302423638128) 2025-07-22 12:54:06 UTC 33.4K followers, 1973 engagements


"@R_and_Invest Such a stupid pump comment - we will have Robotaxis on Jupiter very soon as long as Starship doesnt blow up again"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948153136549372078) 2025-07-23 22:47:57 UTC 33.4K followers, XX engagements


"So every item on the Tesla Diner menu loses money This is Los Angeles right"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947459489352814637) 2025-07-22 00:51:38 UTC 33.4K followers, 4977 engagements


"The Time is Still Now - ServiceNow $NOW 2Q'25 Consensus Earnings Recap"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948126166524825822) 2025-07-23 21:00:47 UTC 33.4K followers, 4468 engagements


"Since everyone is suddenly all over the Opendoor $OPEN fundamentals heres the quarterly Consensus model - income statement balance sheet statement of cash flows and key performance metrics:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945830564218474988) 2025-07-17 12:58:52 UTC 33.4K followers, 2127 engagements


"@pennycheck I don't think it's a coincidence we got rapid fire WSJ-Epstein Trump + Maxwell coming to speak to Congress rapid fire after the Tulsi presser"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948101777712152792) 2025-07-23 19:23:52 UTC 33.4K followers, XXX engagements


"Elon claims Tesla Robotaxi will serve half the population by year end but with an enormous caveat:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948136467353752041) 2025-07-23 21:41:43 UTC 33.4K followers, 2790 engagements


"Kura Sushi is quietly a billion dollar chain mini-empire and Ive still never seen one in the flesh nor have I ever met anyone who has been to one They exist right and are good $KRUS"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942682775141900719) 2025-07-08 20:30:41 UTC 33.4K followers, 4026 engagements


"Why is Germany the least utilized and most likely to be shuttered growing at the fastest clip Thoughts @bbm010 or @rschmied"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948335313987809463) 2025-07-24 10:51:51 UTC 33.4K followers, 2174 engagements


"@GreyEvTsL @grok @niccruzpatane Tell us you don't drive long distances without telling us you don't drive long distances"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947273575213212089) 2025-07-21 12:32:53 UTC 33.4K followers, XX engagements


"Wow did we just get a fake Fed Chair resignation"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947723496496181671) 2025-07-22 18:20:43 UTC 33.4K followers, 3435 engagements


"*SAMSUNG: PRE-ORDERS OF NEW FOLDABLE PHONES HIT RECORD IN KOREA Im going to guess the record is for foldable phones Also Apple will copy this trend by 2027"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947439167320842534) 2025-07-21 23:30:53 UTC 33.4K followers, 3136 engagements


"What's stopping $RKT and $UWMC from participating in the rally today"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943375082190962852) 2025-07-10 18:21:40 UTC 33.4K followers, 2648 engagements


"@adorkssssss I faded yesterday - came out modestly ahead between some $LEN and some $RH - leaders in their respective groups. Should've held"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943706031541961009) 2025-07-11 16:16:44 UTC 33.4K followers, XX engagements


"Raise the Roof - DR Horton $DHI Q3'25 Earnings Recap Big results. Actuals vs Consensus Metrics setup table and how to play the broader sector today"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947619337889558543) 2025-07-22 11:26:49 UTC 33.4K followers, 13K engagements


"Heico $HEI is not loving being left out of the S&P 500:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947098768567840995) 2025-07-21 00:58:16 UTC 33.4K followers, 4850 engagements


"Airline Comp Sheet into the Delta Print $DAL $UAL $AAL $LUV $ALK $SKYW $JBLU $ALGT $ULCC $UP $SNCY"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942927918709039297) 2025-07-09 12:44:48 UTC 33.4K followers, 3990 engagements


"What is this a Cloud Backlog for Ants $SAP 2Q'25 Consensus Earnings Recap Consensus metric recap and our reason for why shares are falling in AH trading:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947758468586475820) 2025-07-22 20:39:41 UTC 33.4K followers, 3986 engagements


"A Bar Too High - Texas Instruments $TXN 2Q'25 Consensus Earnings Recap Consensus metric recap and our setup which explains the negative share reaction:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947750277291118862) 2025-07-22 20:07:08 UTC 33.4K followers, 4312 engagements


"Coming Off a Sugar High Coca-Cola $KO 2Q'25 Earnings Recap Actuals vs Consensus metrics and our earnings setup table"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947620221881053240) 2025-07-22 11:30:20 UTC 33.4K followers, 1844 engagements


"Another Big Earnings Week Ahead - What We're Posting Earnings Setups for Subscribers (+ others by request): Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD AutoZone $AZO Target $TGT Flutter $FLUT Kroger $KR Ross Stores $ROST Veeva Systems $VEEV Zscaler $ZS HP Enterprise $HPE MongoDB $MDB Best Buy $BBY Okta $OKTA On Running $ON Gitlab $GTLB The Gap $GAP AST SpaceMobile $ASTS Abercrombie & Fitch $ANF Response Tables for Everyone: Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD On Running $ON"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1895509391442628644) 2025-02-28 16:20:30 UTC 33.4K followers, 25.8K engagements


"I read a similar story on the back of their earnings but it shouldn't come as a surprise given the state of new construction housing. $LEN $DHI $PHM $TOL $NVR $KBH $XHB $ITB"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1939723695083122711) 2025-06-30 16:32:21 UTC 33.4K followers, 3619 engagements


"Why are the NatGas names getting smoked so badly $EQT $EXE $LNG"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947295559603167697) 2025-07-21 14:00:15 UTC 33.4K followers, 3573 engagements


"Overheating Philip Morris $PM 2Q'25 Consensus Earnings Preview Consensus metrics and a setup table for tomorrow morning's pivotal print"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947290304219935091) 2025-07-21 13:39:22 UTC 33.4K followers, 6332 engagements


"@pennycheck And at least XX% of menu items lose money (tip is included in the $XX sustainably sourced Hollywood smashburger)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948181017472180500) 2025-07-24 00:38:44 UTC 33.4K followers, XXX engagements


"I cant wait to see how many billions of capital assets Tesla retired this quarter with no gain loss or impairments and with XXX% deprecation"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948154233305588094) 2025-07-23 22:52:18 UTC 33.4K followers, 3556 engagements


"@EdHill63367243 @alex_avoigt Its open to the public Thats news to the world - please share"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944735562285351316) 2025-07-14 12:27:44 UTC 33.4K followers, XX engagements


"Yeah they gave X full pages to the Tesla diner in the shareholder deck"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948126337035837930) 2025-07-23 21:01:27 UTC 33.4K followers, 2327 engagements


"United Homes Group $UHG on back-to-back big days off of an "exploring strategic options" press release. $UHG is XX% land options similar to $NVR and $SDHC and to a lesser extent $DFH. At $4/sh $UHG is close to 4x book - why not just buy better scale at $SDHC for 3x"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945852849868386357) 2025-07-17 14:27:26 UTC 33.4K followers, 7777 engagements


"*TESLA RISES LEADS ALL MAG7 AS AUSTIN ROBOTAXI NETWORK SCALES TO XX CONCURRENT RIDERS"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946211835788644768) 2025-07-18 14:13:55 UTC 33.4K followers, 26K engagements


"*MILLENNIUM BACKS TWO EXTERNAL HEDGE FUNDS WITH $4.2B Which one of those is you @blondesnmoney"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948079348004606025) 2025-07-23 17:54:44 UTC 33.4K followers, 2095 engagements


"If I look at this setup table in a vacuum - I'd say Netflix $NFLX is in for a bad earnings reaction. Running way too hot"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944552782633066730) 2025-07-14 00:21:26 UTC 33.4K followers, 30.1K engagements


"LEAD WALL STREET ANALYST: "WE SEE DIRECT SALES TO CHINA ADDING 250BPS TO 2026 $NVDA MARGINS VS SALES THRU INTERMEDIARIES IN SINGAPORE AND MALAYSIA - OUR SALES ESTIMATES ARE UNCHANGED." $NVDA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944941870070558749) 2025-07-15 02:07:31 UTC 33.4K followers, 4912 engagements


"*HIMS FOLLOWS KRISPY KREME HIGHER AS FUTURE DEMAND FOR COMPOUNDED SEMAGLUTIDE SKYROCKETS $HIMS $DNUT"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948041674166616407) 2025-07-23 15:25:02 UTC 33.4K followers, 6258 engagements


"Should $BKSY be sympathy trading with $LMT to this extent given we just got numbers from $BKSY"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947675306300498247) 2025-07-22 15:09:13 UTC 33.4K followers, 2464 engagements


"Oh no now they're doing Krispy Kreme $DNUT:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947764334592975153) 2025-07-22 21:02:59 UTC 33.4K followers, 5377 engagements


"This week we will post quick response 'Actuals vs Consensus' recap tables along with commentary + the setup via push email on the 'stack (link above) for the names boxed in red below. $NXPI $KO $PM $ISRG $SAP $ENPH $TXN $NOW $IBM $CMG $DECK $AN For the names boxed in green we will post here AND on the 'stack. $DHI $TSLA $GOOG $GOOGL $INTC"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946625645217190192) 2025-07-19 17:38:15 UTC 33.4K followers, 28.4K engagements


"$OPEN not waiting for the Sunday night madness +17% AH:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946351587149975572) 2025-07-18 23:29:14 UTC 33.4K followers, 15.5K engagements


"So $APP and $HOOD will get another shot at the S&P 500"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1941149946272764360) 2025-07-04 14:59:46 UTC 33.4K followers, 5351 engagements


"NXP Semi $NXPI results out after the bell today - if you want the fastest Consensus recap on the market (in the format below) sign up for our Substack. We'll have many more names pushed to you as the week progresses (full list in our page)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947347760316862623) 2025-07-21 17:27:40 UTC 33.4K followers, 6423 engagements


"Netflix $NFLX Consensus model into this evening's all important print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945826003961499772) 2025-07-17 12:40:45 UTC 33.4K followers, 3096 engagements


"Is Grab A Gun $PEW a buy at some point around $10"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945847756704080141) 2025-07-17 14:07:11 UTC 33.4K followers, 3122 engagements


"Energy De-Regulation Nuclear Power Trading Comp Sheet $SMR $OKLO $NNE $GEV $CW $BEPC $BWXT $SNCAF $MIR $LEU $AEGXF $SILXY $CEG $VST $TLN $CCJ $NATKY $UEC $PALAF $BQSSF $UUUU $EU $URG $PENMF $NXE $DNN $ISENF $LMRXF $ASPI $LTBR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1881440817526743154) 2025-01-20 20:37:01 UTC 33.4K followers, 19.1K engagements


"Buyer beware at these levels in $TTD - here's how $DDOG fared surrounding the S&P XXX addition:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944870797576954222) 2025-07-14 21:25:06 UTC 33.4K followers, 12.4K engagements


"You have to go all the way back to 2009 for a better earnings reaction from $DHI than today:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947727956383555866) 2025-07-22 18:38:26 UTC 33.4K followers, 3703 engagements


"$KLG $XXXXX - call me crazy but I don't see another bidder here for these dying and unhealthy American brands"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945915705099989497) 2025-07-17 18:37:12 UTC 33.4K followers, 7193 engagements


"Why is PCE the Fed's Preferred Inflation Measure The Personal Consumption Expenditures (PCE) price index is the Federal Reserve's preferred inflation measure for several reasons: Broader Scope: PCE captures a wider range of consumer spending including goods and services purchased directly by households and those paid on their behalf (e.g. employer-provided healthcare). This makes it more comprehensive than the Consumer Price Index (CPI) which focuses on out-of-pocket expenses. Dynamic Weighting: PCE uses a chain-weighted formula adjusting the basket of goods and services based on changing"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1938577589095878785) 2025-06-27 12:38:08 UTC 33.4K followers, 2886 engagements


"Going Poof Philip Morris $PM 2Q'25 Earnings Recap Actuals vs Consensus breakdown and the valuation setup into the print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947624491804168688) 2025-07-22 11:47:18 UTC 33.4K followers, 2138 engagements


"You heard it here first - courtesy of a big inflection within data by @tickerplus : $ETSY +7%"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943389101425664133) 2025-07-10 19:17:22 UTC 33.4K followers, 3971 engagements


"*GE VERNOVA PAYS NANTUCKET $10.5M FOR WIND FARM TURBINE FAILURE Phew"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943659090002980997) 2025-07-11 13:10:13 UTC 33.4K followers, 2318 engagements


"Bank of New York Mellon and Northern Trust looking to merge according WSJ. State Street on the outside looking in re: leaders in the custodian bank industry. $BK $NTRS $STT"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1936856774792871972) 2025-06-22 18:40:14 UTC 33.4K followers, 12K engagements


"It feels like a crime to be able to buy $BLDR flat off of this $DHI print"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947612971699462268) 2025-07-22 11:01:32 UTC 33.4K followers, 5405 engagements


"Sometimes were way ahead of the curve: $TPL"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948397911743619485) 2025-07-24 15:00:36 UTC 33.4K followers, 2917 engagements


"Social data - transaction data - earnings And $HAS was very strong into todays print"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947983049708155008) 2025-07-23 11:32:05 UTC 33.4K followers, 3890 engagements


"This Should Buff Right Out - Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Recap How did Da Vinci do and what was the setup:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947756004017349059) 2025-07-22 20:29:53 UTC 33.4K followers, 5536 engagements


"In five minutes we'll get a potential announcement of a new S&P XXX member - here's the largest names not in the group excl $DDOG (just added)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944867051212038545) 2025-07-14 21:10:13 UTC 33.4K followers, 5157 engagements


"I really like the odds that AppLovin $APP gets a nod for the S&P XXX as early as TODAY. Juniper $JNPR - $HPE deal is now as good as done opening a slot. Other candidates = $HOOD $MRVL $CVNA $ARES Here are the eligible names not in an index:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1939686204724682951) 2025-06-30 14:03:23 UTC 33.4K followers, 66.4K engagements


"I view this as an ethics test - when I see 2-4 interns from One Capital all finish the quiz with an average question response time of X second or X people from Evercore clocking the same scores - it's pretty obvious what's going on"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946306426994929921) 2025-07-18 20:29:47 UTC 33.4K followers, 3667 engagements


"A lot of Oscar $OSCR folks looking up the definition of medical loss ratio this morning"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947635518834889140) 2025-07-22 12:31:07 UTC 33.4K followers, 12.7K engagements


"Can someone smarter than me explain why this is happening $RH"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943310336892760479) 2025-07-10 14:04:23 UTC 33.4K followers, 6533 engagements


"What does a $10B buyout for Starbucks China mean for the US equity in $SBUX (News yesterday) I would think a big share repurchase or special dividend - but how much of this is already in the price here"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942936492772323533) 2025-07-09 13:18:52 UTC 33.4K followers, 2079 engagements


"@pbeisel No one else is willing to sign the books - its why the prior CFO left in the dark of the night under NDA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948172107554181622) 2025-07-24 00:03:20 UTC 33.4K followers, XX engagements


"I've never listened to a Tucker podcast but decided to turn on the Trevor Milton interview and I am losing IQ points by the millisecond"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948183801307210070) 2025-07-24 00:49:48 UTC 33.4K followers, 6247 engagements


"$NXPI was relatively easy to buy even with $GM -X% on the day:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947705415623389686) 2025-07-22 17:08:52 UTC 33.4K followers, 2371 engagements


"Earnings Setup Tables for Thursday XXXX Included names: ALK AMTB APH ASGN BANC BDN BKU BNED BPOP BRKL BSX BWB CADE CBAN CCI CCS CFFN CHCO CHDN CLB CME CMG COOP CSX CVBF CVLG CYH DBIN EGBN EGP EPRT ESRT FAF FCBC FCX FI FPI FRME FSBC FSBW GD GEV GGG GL GOOGL GSHD GTY HAS HBNC HCSG HLT HLX HTLD IBM ICLR INBK KALU KNSA KNX LCNB LII LOB LVS LW MAT MCO MHO MLI MOH MTH MXL NEE NLY NOW NTRS NTST NVR OBK OII ORLY OTIS OTLY PB PGC PKG PLXS PRG QCRH QS RBBN RHI RJF RNR ROL RS SEI SEIC SIGI SON SSNC STC T TCBX TDY TEL THFF TMHC TMO TMUS TNL TSLA UCB URI UVSP VKTX VRE WEX WH WNEB"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947854508211507277) 2025-07-23 03:01:18 UTC 33.4K followers, 2973 engagements


"*NVIDIA EXPECTS LICENSE TO SELL H20 GPU TO CHINA AGAIN Successful White House trip for Jensen. $NVDA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944935330307600523) 2025-07-15 01:41:32 UTC 33.4K followers, 39.3K engagements


"Still too high at $2.95M - small lot and maybe centrally located is a downside issue. $2.795M next guess"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946224415550697830) 2025-07-18 15:03:54 UTC 33.4K followers, XXX engagements


"Where will this $BHF deal price shake out Thoughts @blondesnmoney"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945228172804382871) 2025-07-15 21:05:11 UTC 33.4K followers, 2970 engagements


"*UNITEDHEALTH IS RESPONDING TO CIVIL CRIMINAL DOJ PROBES $UNH Here we go again"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948360598955168165) 2025-07-24 12:32:20 UTC 33.4K followers, 3474 engagements


"NXP Semi $NXPI 2Q'25 Consensus Earnings Preview Consensus metrics technical setup and how to trade the name with potential high-correlation peer plays. Results Monday after the bell"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946746475943240177) 2025-07-20 01:38:23 UTC 33.4K followers, 15.3K engagements


"Block $XYZ goes into the S&P XXX LOL. $HOOD is almost 2x the size"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946318274460881093) 2025-07-18 21:16:52 UTC 33.4K followers, 25.3K engagements


"*MP MATERIALS $MP OFFERING $500M IN SHARES Straight to Apple"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945582249421754624) 2025-07-16 20:32:10 UTC 33.4K followers, 10.2K engagements


"Maybe not - $CSX recovers losses and is now +1.5% Are we going to see a great train consolidation under Trump"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945955258804449291) 2025-07-17 21:14:22 UTC 33.4K followers, 3397 engagements


"$3.45M is too high and here's the kicker - updated kitchen but somehow bedrooms outnumber full baths by 3x yuck. Let's go $2.95M"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946224064894312560) 2025-07-18 15:02:30 UTC 33.4K followers, 1926 engagements


"Here's your Robinhood $HOOD dip afterhours:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943419389161656531) 2025-07-10 21:17:44 UTC 33.4K followers, 17K engagements


"Is a Cloud Decel on the Horizon $SAP 2Q'25 Consensus Earnings Preview Consensus metrics and a setup table for tomorrow morning's pivotal print"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947344185482244106) 2025-07-21 17:13:28 UTC 33.4K followers, 5609 engagements


"Solid print solid guide from Netflix $NFLX - but it's looking like this was just a name that ran too far into results:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945938130160300348) 2025-07-17 20:06:18 UTC 33.4K followers, 8599 engagements


"@grantbelden This is cheap for grilled cheese in LA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947472372279242876) 2025-07-22 01:42:50 UTC 33.4K followers, XXX engagements


"All else equal AppLovin $APP will look like a steal at $XXX if selected at 5:15PM ET today to enter the S&P 500"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940057774127206539) 2025-07-01 14:39:52 UTC 33.4K followers, 16.7K engagements


"Yes Rishi still has a $XX PT on Palantir $PLTR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945469084977475706) 2025-07-16 13:02:29 UTC 33.4K followers, 3096 engagements


"No Longer a 1999 Party - $IBM 2Q'25 Consensus Earnings Recap"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948120330482123130) 2025-07-23 20:37:35 UTC 33.4K followers, 7385 engagements


"Helen of Troy $HELE -XX% premarket on results - can we trust Gemini here on liquidation value given how atrocious its deal math was for $KLG and yes this is XXX pro:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943300869174206868) 2025-07-10 13:26:46 UTC 33.4K followers, 3463 engagements


"Shoot it into the Sun Enphase $ENPH 2Q'25 Consensus Earnings Preview Consensus metrics our setup table and how this could become the next squeeze candidate"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947683878283456788) 2025-07-22 15:43:17 UTC 33.4K followers, 2100 engagements


"$FIS $GPN DEAL HSR WAITING PERIOD EXPIRES Looks like $HOOD and $APP get ANOTHER shot at joining the S&P 500"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947387834572095576) 2025-07-21 20:06:55 UTC 33.4K followers, 5450 engagements


"This 10AM PT / 1PM ET court action should act as the final $JNPR deal approval at which point the S&P committee will move quickly to announce a replacement candidate as early as 5:15PM ET today. $APP $HOOD $CVNA $ARES"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1939722787607773620) 2025-06-30 16:28:45 UTC 33.4K followers, 5453 engagements


"BrightView $BV - landscape giant - with a quietly large write-down to FY'25 expectations citing macro uncertainty:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940256069072380406) 2025-07-02 03:47:49 UTC 33.4K followers, 9714 engagements


"Light at the End of the Tunnel for Housing Our DHI / PHM 2Q'25 Earnings Preview Back in October we called the housing sell-off - today we post our preview for two of the largest homebuilders $DHI and $PHM which report Tuesday"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946950927220359221) 2025-07-20 15:10:48 UTC 33.4K followers, 18.3K engagements


"Is there an Upper in Here Coca-Cola $KO 2Q'25 Consensus Earnings Preview Consensus metrics setup table and peer comparisons into tomorrow's print"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947267572136624333) 2025-07-21 12:09:02 UTC 33.4K followers, 3396 engagements


"*UNION PACIFIC EXPLORING DEAL FOR NORFOLK SOUTHERN: WSJ $CSX holders cry out in agony"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945946298282094740) 2025-07-17 20:38:46 UTC 33.4K followers, 6272 engagements


"Watch out for that 10Y yield - HOD. Housing LOD"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945122128702923070) 2025-07-15 14:03:48 UTC 33.4K followers, 3171 engagements


"Today we'll post detailed Consensus Metric earnings recaps for Texas Instruments Intuitive Surgical SAP and Enphase @ $TXN $ISRG $SAP $ENPH"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947641637519429905) 2025-07-22 12:55:26 UTC 33.4K followers, 3405 engagements


"AppLovin $APP and Robinhood $HOOD holders watching "our ad business is trading into oblivion and our market cap is 1/3rd yours" $TTD getting the S&P XXX nod over them:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944898300001267891) 2025-07-14 23:14:23 UTC 33.4K followers, 13.8K engagements


"Came across this guy today in Southampton - so of course I had to ask him if Opendoor $OPEN would be up XX% Monday. Subscribe to my paid substack for the answer"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947007590870786116) 2025-07-20 18:55:57 UTC 33.4K followers, 9506 engagements


"The Home Depot $HD chart is giving me some mild reservations about follow-thru for the housing sector:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1947674623287480461) 2025-07-22 15:06:30 UTC 33.4K followers, 3064 engagements


"A Car Crash Tesla $TSLA 2Q'25 Consensus Earnings Preview Wall Street is wildly off on one very important metric for the 2Q'25 $TSLA print Consensus metrics our earnings setup table our downloadable three statement Tesla model and a major omission by Wall Street"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948010207210029337) 2025-07-23 13:20:00 UTC 33.4K followers, 2085 engagements


"@_Soobas No announcement is generally the big day - heres $DDOG. Peaked on announcement and added X days later:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944923099071438958) 2025-07-15 00:52:56 UTC 33.4K followers, XXX engagements


"A few more coming to the realization that the stock was a bit too hot - cash open will be interesting for $NFLX"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946179749329387925) 2025-07-18 12:06:25 UTC 33.4K followers, 3848 engagements


"@Mike10947310 @TravisWiedower There is still a small subset of very successful companies over the long term that have no IR no conference calls - but to part of your point the business is rather self explanatory. Take homebuilder $NVR for example - they're not developing new tech that needs a nudge"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942929107160850623) 2025-07-09 12:49:31 UTC 33.4K followers, XXX engagements


"$RGTI +28% on what is being booked as a major quantum breakthrough yet Quantum Beverage $QUBT is underperforming the furniture store $W all is right in the world"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945529126959382674) 2025-07-16 17:01:04 UTC 33.4K followers, 1638 engagements