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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, 9672 engagements


"*ATAI LIFE SHARES FALL XX% POSTMARKET I love the weekly game of who can drop the absolute worst news on a Friday afternoon post close"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948838450037215678) 2025-07-25 20:11:08 UTC 33.4K followers, 2638 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, 4837 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, 2832 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, 2153 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, 8703 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, 3277 engagements


"A tale of two shoe companies $PUMA -XX% $DECK +14%"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948741929987887595) 2025-07-25 13:47:36 UTC 33.4K followers, 3064 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, 2849 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, 2125 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, 4531 engagements


"@paulcerro But it would just be silly for anyone to claim hes not in the files and most certainly by someone who probably hasnt seen the files like Maxwell"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948716825362964823) 2025-07-25 12:07:51 UTC 33.4K followers, XXX 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, 19.2K 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, 2341 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, 1303 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, 4118 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, 4464 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, 1851 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, 2473 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, 3146 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, 3057 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, 2554 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, 4732 engagements


"So a driver just like any other user of Supervised FSD"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948713710379221103) 2025-07-25 11:55:28 UTC 33.4K followers, 5831 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, 6168 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, 6105 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, 3358 engagements


"No Tuneup Needed - AutoNation 2Q'25 Consensus Earnings Recap Consensus metrics recap valuation context and implications for everyone's favorite Carvana $CVNA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948705058918473866) 2025-07-25 11:21:05 UTC 33.4K followers, 1934 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, 32.6K 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, 3519 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, 2249 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, 1959 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, 2265 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, 3886 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, 4981 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, 1716 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, 3248 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, 5515 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, 6537 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, 3889 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, 5334 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, 5743 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, 4654 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, 4203 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, 3815 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, 2915 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, 2213 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, 2453 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, 1786 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, 4396 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


"Should $ONON still be at after hours highs +5% while $DECK has given considerable amounts back on conference call commentary"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948502117549048065) 2025-07-24 21:54:40 UTC 33.4K followers, 3664 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, 3900 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, 1979 engagements


"Pressing Play Again Spotify $SPOT 2Q'25 Consensus Expectations A note of caution alongside Consensus metrics and the historical valuation context into Tuesday's print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948774411986677943) 2025-07-25 15:56:40 UTC 33.4K followers, 4449 engagements


"Yes yes they did - recap coming shortly. $DECK +20% as we hinted was possible"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948478291582623851) 2025-07-24 20:20:00 UTC 33.4K followers, 3715 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, 5615 engagements


"We had some great call outs yesterday alone - our earnings recaps were SO quick that you could've sold Intel +2% (now -8%) and bought Deckers flat (now +13%). Next week we'll have recaps for Amazon Apple Microsoft and MANY more @ The small monthly fee will save you lots of time and money"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948732396200767690) 2025-07-25 13:09:43 UTC 33.4K followers, 9798 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, 4539 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, 2130 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, 3050 engagements


"Some big moves in apparel today - $NKE rolling $ANF and $LULU too. Just got a price alert for $DBI of all companies"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940044434781216991) 2025-07-01 13:46:52 UTC 33.4K followers, 2207 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, 2376 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, 3454 engagements


"This Ice Cube is in a Sauna - Charter $CHTR 2Q'25 Consensus Earnings Recap Our detailed Consensus metric recap historical valuation context and peer plays for Charter's results:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948729114917019766) 2025-07-25 12:56:41 UTC 33.4K followers, 14.5K 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, 13.1K 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, 4865 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, 4001 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, 3993 engagements


"@inthebagBrandon Every new geography requires lidar validation. Lidar is also very cheap now"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1946709818401559023) 2025-07-19 23:12:43 UTC 33.4K followers, XXX 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, 1852 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


"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, 3583 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, 6353 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, 3619 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, 2372 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, 7804 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, 2116 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


"The average single day move for names joining the S&P XXX from nowhere is X% across almost a decade of data. $TTD is +14% in AH. Since this is purely a technical flow with fundamentals unchanged the full move often reverses - as we saw with $DDOG recently. Again buyer beware"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944880375899279830) 2025-07-14 22:03:10 UTC 33.4K followers, 15.7K 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, 6320 engagements


"Yet paid Tesla influencers on X state to investors that Tesla is running Level X autonomy (which is clearly not true given accounting rules)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948429319287509281) 2025-07-24 17:05:24 UTC 33.4K followers, 2962 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, 28.5K 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, 6447 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, 3137 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, 3721 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, 7201 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, 5438 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, 4161 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, 3935 engagements


"*LARGEST EVER ONE DAY DROP FOR CHARTER $CHTR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948836498356502564) 2025-07-25 20:03:23 UTC 33.4K followers, 3739 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, 5561 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, 5164 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, 3677 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, 12.8K 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, 6584 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, 2414 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, 2999 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


"And Sandbag They Did - Deckers $DECK 1Q'26 Consensus Earnings Recap Our detailed Consensus metrics recap:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948480051126980879) 2025-07-24 20:26:59 UTC 33.4K followers, 9430 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, 3802 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


"Is This Engine Overheating AutoNation $AN 2Q'25 Consensus Earnings Preview Consensus metrics preview along with historical valuation context into the print - I argue it's not favorable"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948507603933257845) 2025-07-24 22:16:28 UTC 33.4K followers, 2218 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, 3398 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, 1929 engagements


"Last chance to buy Palantir $PLTR before $160"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948742561637503202) 2025-07-25 13:50:07 UTC 33.4K followers, 2166 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


"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, 3100 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, 7841 engagements


"It's go time for the S&P index committee. $APP $HOOD $CVNA $ARES $IBKR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940155983151415738) 2025-07-01 21:10:07 UTC 33.4K followers, 23.6K 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, 3468 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, 5662 engagements


"If youd subbed to our lightning quick recaps you too couldve sold your Intel shares while they were still green now -8%"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948710283649712291) 2025-07-25 11:41:51 UTC 33.4K followers, 3263 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, 5454 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, 9715 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, 18.4K 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, 3405 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, 6280 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, 13.9K 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, 3074 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, 2101 engagements


"If a Charter $CHTR preview and recap would tip the scales for you into a Substack sub let me know"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948507841955774819) 2025-07-24 22:17:25 UTC 33.4K followers, 2471 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, 3853 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, 1639 engagements


"Did They Sandbag Deckers $DECK 1Q'26 Consensus Earnings Preview Consensus metrics and historical contextualization for a company trading at multi-year lows into the print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1948442992374673436) 2025-07-24 17:59:44 UTC 33.4K followers, 6049 engagements