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# ![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460268625080860678.png) @ConsensusGurus Consensus Media

Consensus Media has been trending due to discussions around various stocks, particularly those related to technology and housing. CoreWeave, a company related to Nvidia ($nvda), has seen significant market cap growth, adding $18.9b in just two days. Several stocks have also seen notable fluctuations following earnings reports, including Lululemon ($lulu), CrowdStrike ($crwd), and Marvell ($mrvl).

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

- X Week XXXXXXX +80%
- X Month XXXXXXXXX +3.90%
- X Months XXXXXXXXXX +63%
- X Year XXXXXXXXXX +239%

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

- X Week XXX -XX%
- X Month XXX +60%
- X Months XXXXX +45%
- X Year XXXXX +223%

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

- X Week XXXXXX +0.23%
- X Month XXXXXX +1.30%
- X Months XXXXXX +14%
- X Year XXXXXX +41%

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

### Social Influence [#](/creator/twitter::1460268625080860678/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2863 [finance](/list/finance)  #5597 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3069 [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  #3222 [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [gaming](/list/gaming)  XXXX%

**Social topic influence**
[$ttd](/topic/$ttd) #2, [$hood](/topic/$hood) #126, [hood](/topic/hood) #362, [$rh](/topic/$rh) 3.28%, [$app](/topic/$app) #22, [applovin](/topic/applovin) #24, [$klg](/topic/$klg) #1, [nvda](/topic/nvda) 2.55%, [$nvda](/topic/$nvda) 2.55%, [palantir](/topic/palantir) #36

**Top accounts mentioned or mentioned by**
[@tickerplus](/creator/undefined) [@kalshi](/creator/undefined) [@levandovsky](/creator/undefined) [@adorkssssss](/creator/undefined) [@edhill63367243](/creator/undefined) [@mike10947310](/creator/undefined) [@vdmandele](/creator/undefined) [@planert41](/creator/undefined) [@alexavoigt](/creator/undefined) [@radios4freedom](/creator/undefined) [@premocollectoor](/creator/undefined) [@pd13158196](/creator/undefined) [@206bg](/creator/undefined) [@wagiecapital](/creator/undefined) [@gregorykidsyn](/creator/undefined) [@bbm010](/creator/undefined) [@investornick](/creator/undefined) [@convexititties](/creator/undefined) [@rogerjstonejr](/creator/undefined) [@sixsigmacapital](/creator/undefined)

**Top assets mentioned**
[Trade Desk, Inc. (TTD)](/topic/$ttd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [RH (RH)](/topic/$rh) [Applovin Corporation (APP)](/topic/$app) [WK Kellogg Co (KLG)](/topic/$klg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Palantir (PLTR)](/topic/$pltr) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Netflix Inc (NFLX)](/topic/$nflx) [Lennar Corporation (LEN)](/topic/$len) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Tesla, Inc. (TSLA)](/topic/tesla) [ANSYS, Inc. (ANSS)](/topic/$anss) [Synopsys, Inc. (SNPS)](/topic/$snps) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Etsy Inc (ETSY)](/topic/$etsy) [Open Custody Protocol (OPEN)](/topic/$open) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Mario Coin (COIN)](/topic/$coin) [Juniper Networks, Inc. (JNPR)](/topic/$jnpr) [Carvana Co. (CVNA)](/topic/$cvna) [Ares Protocol (ARES)](/topic/$ares) [NVR, Inc. (NVR)](/topic/$nvr) [Autodesk Inc (ADSK)](/topic/$adsk) [PTC Inc (PTC)](/topic/$ptc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Accenture (ACN)](/topic/$acn) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Kroger Co (KR)](/topic/$kr) [DAOLaunch (DAL)](/topic/$dal) [Sea Limited (SE)](/topic/$se) [Target Corporation (TGT)](/topic/$tgt) [Starbucks Corporation (SBUX)](/topic/$sbux) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [HP Inc (HPQ)](/topic/$hpq) [Bull Market (BULL)](/topic/$bull) [General Electric Company (GE)](/topic/$ge) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::1460268625080860678/posts)
---
Top posts by engagements in the last XX hours

"Had my eye on $ETSY for an inflection point for going on almost two years now. Thanks to data from @tickerplus I think we might actually be on the precipice. If you trade or invest in consumer names @tickerplus has a wealth of invaluable social data - and in this case may have cracked the $ETSY inflection. Financial table mine social graphs theirs. They have a full-length analysis post highlighting $ETSY in addition to their platform data:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942380363013058729) 2025-07-08 00:29:00 UTC 33.4K followers, 6915 engagements


"*HP INC SEES FY EPS $3-3.30 vs $3.45-3.75 PRIOR Shares -XX% $HPQ Look to Michael Dell's little shop as a sympathy trade ex $NVDA"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1927828487647183111) 2025-05-28 20:45:03 UTC 33.4K followers, 3745 engagements


"$PTC premium here looks maybe rich if part stock deal XX% move to new ATH. $ADSK dragged quite a bit lower here"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943056230181904443) 2025-07-09 21:14:40 UTC 33.4K followers, 5878 engagements


"I go make a sandwich and $CRCL falls $14/sh"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945898978953855419) 2025-07-17 17:30:44 UTC 33.4K followers, 2674 engagements


"Another $OSCR downgrade - Wells Fargo this time:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943645056532885864) 2025-07-11 12:14:27 UTC 33.4K followers, 7227 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/1945100573495222727) 2025-07-15 12:38:09 UTC 33.4K followers, 6787 engagements


"@convexititties Elon said last night xAI merger aint happening - its his extortion mechanism for Tesla shareholders and he intends to keep it that way"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944723690433683581) 2025-07-14 11:40:33 UTC 33.4K followers, XX engagements


"We've got three *WEBULL FALLS X% AFTER REPORTING STANDBY EQUITY PURCHASE PACT $BULL"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940831823090929758) 2025-07-03 17:55:40 UTC 33.4K followers, 5414 engagements


"Excellent print from $GE - but we previewed why the bar was extremely high. Shares down despite the quarter:"  
![@ConsensusGurus 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, 3029 engagements


"*TRUMP SAYS US WILL IMPOSE XX% TARIFFS ON EU MEXICO FROM AUG. X TACO man now FAFO man"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944012652218368191) 2025-07-12 12:35:08 UTC 33.4K followers, 9520 engagements


"Splitting the stock of a 2X long ETF for Palantir hovering at ATHs and XX million x any valuation metric seems like the perfect recipe for this then becoming a penny stock and facing delisting issues:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942905342200889617) 2025-07-09 11:15:05 UTC 33.4K followers, 2499 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, 2726 engagements


"Where's the potential $LYFT partnership or acquisition here I can't imagine it would be $TSLA after having already built out their own app"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942966122745327767) 2025-07-09 15:16:36 UTC 33.4K followers, 3536 engagements


"The $ASML Earnings Setup and Downloadable Consensus Model Results out tomorrow morning for the all important semis equipment name"  
![@ConsensusGurus 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, 8928 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, 2383 engagements


"Robinhood $HOOD and AppLovin $APP get another shot at joining the S&P XXX this week: Synopsys expects to close Ansys acquisition on or about July 17th. $SNPS $ANSS"  
![@ConsensusGurus 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, 31.1K engagements


"BREAKING: TRUMP SEEKS TO BLOCK ITALIANS FROM BUYING FRUIT LOOP MAKER KELLOGG CITING NATIONAL SECURITY REASONS; WE BANNED SOME DYES HERE BUT NOT ALL DYES Wow $KLG"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943070048089686337) 2025-07-09 22:09:34 UTC 33.4K followers, 15.2K engagements


"The Taiwan Semi $TSM Earnings Setup and Downloadable Consensus Model Results tomorrow morning"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945456053367288244) 2025-07-16 12:10:42 UTC 33.4K followers, 12.5K 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, 6085 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, 8826 engagements


"@SixSigmaCapital Don't you know $UBER is a zero"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944867708606038035) 2025-07-14 21:12:50 UTC 33.4K followers, XXX engagements


"Circle $CRCL trades like peak $SMCI had a kid with everyday Fartcoin"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945541119229477198) 2025-07-16 17:48:43 UTC 33.4K followers, 9324 engagements


"Are $OPEN and $OPAD trying to tell us something"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942396286126416183) 2025-07-08 01:32:17 UTC 33.4K followers, 8410 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, 32.2K 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, 2243 engagements


"AppLovin $APP not the winner but still +2% on the day. A risk free trade $DDOG +15% $QQQ +1%:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940815224313205237) 2025-07-03 16:49:42 UTC 33.4K followers, 3453 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, 3883 engagements


"These are via grant and very small amounts $OSCR"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945237706511942069) 2025-07-15 21:43:04 UTC 33.4K followers, 4291 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, 5296 engagements


"More S&P index movement this evening - given $TTD closed +7% exactly the average move we outlined in the post below please visit our Substack where we'll post anticipated moves for this evening's change names:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945231929894182919) 2025-07-15 21:20:07 UTC 33.4K followers, 13.2K 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, 4153 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, 3749 engagements


"Oh look another cooler than anticipated inflation print. The Fed continues to look silly for this "tariffs are inflation" stance. But maybe next month"  
![@ConsensusGurus 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, 3035 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, 3045 engagements


"$KLG closes at $XXXXX - given this deal speculation began in February and clearly no additional bidder involved themselves over almost half a year - who would suddenly be involved"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945947519424295412) 2025-07-17 20:43:37 UTC 33.4K followers, 2953 engagements


"Alright Im there - Ill short some of $TTD"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944895203371790739) 2025-07-14 23:02:05 UTC 33.4K followers, 6962 engagements


"*SAREPTA $SRPT ANNOUNCES RESTRUCTURING PLAN"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945580922130121007) 2025-07-16 20:26:53 UTC 33.4K followers, 2839 engagements


"A tale of two days and two banks $CRCL +8% as Bank of America says it will partner with stablecoin networks"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945483630068834358) 2025-07-16 14:00:17 UTC 33.4K followers, 5504 engagements


"This needs further discussion - why is $RH discounting product not available until January 2026 by XX% Makes no sense on the surface"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942304005993938949) 2025-07-07 19:25:35 UTC 33.4K followers, 9771 engagements


"Looks like he made his followers a lot of money being long $UNH with a $XXX price target:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943658896213651725) 2025-07-11 13:09:26 UTC 33.4K followers, 5845 engagements


"Kura Sushi is quietly a billion dollar chain mini-empire and Ive still never seen one in the flesh nor have I ever met anyone who has been to one They exist right and are good $KRUS"  
![@ConsensusGurus 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, 3979 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, 2485 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


"One explanation = $RH is in desperate need of cash to meet their absurd guidance calling for FCF to inflect from -$214M last year to +$300M this year in one of the worst housing markets we've seen. Why not just take customer deposits on heavily discounted items thereby juicing operating cash flow while not owing an outflow until next year"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943321177876783587) 2025-07-10 14:47:28 UTC 33.4K followers, 3062 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, 3921 engagements


"Netflix $NFLX Consensus Model into this week's print - downloadable Excel file with detailed estimates across the P&L cash flows and balance sheet - along with major KPIs like subscriber expectations:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944750688577147088) 2025-07-14 13:27:50 UTC 33.4K followers, 11.7K 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, 3611 engagements


"Why is Gemini the runaway winner here yet my timeline is full of "Grok X is the best ever" content What am I missing A rules technicality"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945102515457908843) 2025-07-15 12:45:52 UTC 33.4K followers, 8660 engagements


"Is Starbucks synonymous with burnt coffee for you $SBUX"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942932381171593415) 2025-07-09 13:02:32 UTC 33.4K followers, 2263 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


"Another interesting and typically reliable way to trade index changes - todays close saw a very large $TTD order imbalance selling the stock sharply lower into the close. AH the stock is now back higher but this AH move likely wont translate to tomorrow:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945628512829719040) 2025-07-16 23:36:00 UTC 33.4K followers, 4576 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, 7065 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, 26K 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, 4877 engagements


"The average single day move for names joining the S&P XXX from nowhere is X% across almost a decade of data. $TTD is +14% in AH. Since this is purely a technical flow with fundamentals unchanged the full move often reverses - as we saw with $DDOG recently. Again buyer beware"  
![@ConsensusGurus 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, 15.5K engagements


"Is Dave Portnoy @stoolpresidente buying $10M in Tesla $TSLA bullish or bearish"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942389605833023640) 2025-07-08 01:05:44 UTC 33.4K followers, 2816 engagements


"Grok on Sea Limited $SE into tomorrow's print: As Sea Limited ($SE) heads into its Q4 earnings release before the market opens on March X 2025 a bearish outlook casts a shadow over the Singapore-based tech giant despite the recent strength in Chinese tech stocks. Analysts expect an EPS of $XXXX on revenue of $XXXX billion but cracks in $SEs armorcombined with its tangled ties to Chinas tech ecosystemcould spell trouble potentially sending the stock reeling. Chinese tech names like Tencent ($TCEHY) and PDD Holdings ($PDD) have flexed resilience lately with Tencent up X% YTD and PDD riding"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1896741685104971814) 2025-03-04 01:57:12 UTC 33.4K followers, 5455 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, 2963 engagements


"*HIMS & HERS $HIMS REPORTS PLANNED 2026 EXPANSION TO CANADA Unfortunately the US market is about the only market with high demand for obesity drugs"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942933665098387656) 2025-07-09 13:07:38 UTC 33.4K followers, 2304 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, 12.2K 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, 5954 engagements


"The JB Hunt $JBHT setup into this afternoon's print:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945229603070492857) 2025-07-15 21:10:52 UTC 33.4K followers, 3151 engagements


"And if you sub here - send me a DM with your email address and I'll maile it over"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945194043903799534) 2025-07-15 18:49:34 UTC 33.4K followers, 3076 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, 2884 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, 3961 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, 2316 engagements


"Bank of New York Mellon and Northern Trust looking to merge according WSJ. State Street on the outside looking in re: leaders in the custodian bank industry. $BK $NTRS $STT"  
![@ConsensusGurus 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


"Digging in a bit further here due to all of the India news - Jane Street bought shares from Quantum Beverage $QUBT for $XXXXX on June 22nd on the back of departures by both the $QUBT CEO and CFO. Since then the stock has run XX% higher than the purchase price with zero fundamental news a low float and severe borrow restrictions. Totally normal Youll really know its normal when the stock dumps back below $XX immediately after this exit (and yes Jane Street will be playing it that direction too)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1941913434615906434) 2025-07-06 17:33:36 UTC 33.4K followers, 15.1K engagements


"The Week Ahead Earnings Reporters - Momentum Setups $ACN $PDD $MU $NKE $FDX $GIS $LEN $CCL $XPEV $DRI $TME $WSM $FDS $ZTO $JBL $HTHT $NIO $HQY $GDS $QFIN $MNSO $SNDK $OLLI $SRAD $CMC $SAIC $KC $KRMN $FIVE $ASO $VEON $CAAP $STNE $MTSR $YY $FINV $FLOC $SIG"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1900964449730630050) 2025-03-15 17:36:57 UTC 33.4K followers, 9880 engagements


"Jane Street just loves Quantum and Beverages $QUBT"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1941902732274606358) 2025-07-06 16:51:04 UTC 33.4K followers, 4390 engagements


"@EdHill63367243 @alex_avoigt No every paid influencer wouldve already posted about it several times if it had happened this weekend"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944579231175909480) 2025-07-14 02:06:31 UTC 33.4K followers, XX 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, 5124 engagements


"$CORZ falls from $XXXXX to now $XXXXX on the $CRWV all stock deal. Will this finally break the $CRWV valuation Doubtful"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942200447890035168) 2025-07-07 12:34:05 UTC 33.4K followers, 11.6K engagements


"Wild that we have a $4T semis name in the context of the industrys historical cyclicality: The semiconductor industry is highly cyclical more so than many other industries due to its sensitivity to economic conditions technological shifts and supply-demand imbalances. Its cyclicality stems from several factors: X. **Demand Fluctuations**: Semiconductors are critical components in electronics automotive data centers and consumer goods. Demand surges during economic booms or tech adoption cycles (e.g. 5G AI IoT) but it can plummet during recessions or when inventory builds up. For example the"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942997420906025434) 2025-07-09 17:20:58 UTC 33.4K followers, 3400 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


"Anyone have the $KLG deal price per share"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943047695364509767) 2025-07-09 20:40:45 UTC 33.4K followers, 9025 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, 6476 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, 2074 engagements


"Another day another X% decline in Quantum Beverage $QUBT after Jane Street files to sell shares on the back of capturing a XX% run higher on no fundamental news"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943705772409434378) 2025-07-11 16:15:43 UTC 33.4K followers, 3993 engagements


"How is the Sonos app and user experience still the worst in the world"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1941252603771486528) 2025-07-04 21:47:42 UTC 33.4K followers, 3616 engagements


"Diabolic They're unmanned - and they always blow up: Total Explosions: At least XX documented Starship-related explosions have occurred including five prototype failures (SN8 SN9 SN10 SN11 and Booster 7) and six full-stack or upper-stage incidents (Flights X X X X X and Ship 36)"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944821174350778455) 2025-07-14 18:07:55 UTC 33.4K followers, XX engagements


"*NVIDIA EXPECTS LICENSE TO SELL H20 GPU TO CHINA AGAIN Successful White House trip for Jensen. $NVDA"  
![@ConsensusGurus 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, 38.7K engagements


"@onodacapital1 Where tf is Quantum Beverage $QUBT"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945955960805015555) 2025-07-17 21:17:09 UTC 33.4K followers, XXX engagements


"Morgan Stanley raises $AMZN PT from $XXX to $XXX "PRIME DAY -XX% LOOKS BULLISH TO US":"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943406884989415784) 2025-07-10 20:28:02 UTC 33.4K followers, 3450 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, 2811 engagements


"The Fed is going to be made to look real stupid for their tariffs are inflation stance"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943126330926678374) 2025-07-10 01:53:13 UTC 33.4K followers, 12.5K 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, 10K 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


"Before 2027 at only XX% is a bit wild given GTA VI was originally slated for release this year $TTWO"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1939495331764248986) 2025-06-30 01:24:55 UTC 33.4K followers, 7890 engagements


"Quantum Beverage $QUBT straight down for three sessions - just as we speculated:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942961660622192845) 2025-07-09 14:58:53 UTC 33.4K followers, 6852 engagements


"Solid print solid guide from Netflix $NFLX - but it's looking like this was just a name that ran too far into results:"  
![@ConsensusGurus 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, 3895 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, 16.5K engagements


"Not surprising that $JPM's solid quarter resulted in a down day - our setup below. 16x forward earnings was a bit too hot:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945229236626694472) 2025-07-15 21:09:25 UTC 33.4K followers, 4108 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, 3034 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, 3461 engagements


"Analyst community is all over the map here for $CRCL:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945525893624938836) 2025-07-16 16:48:13 UTC 33.4K followers, 3422 engagements


"Are we going to get another offer here for $KLG Three days solidly over the all-cash deal price of $23/sh:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945578285380891030) 2025-07-16 20:16:24 UTC 33.4K followers, 5271 engagements


"Are people finally waking up to the idea that CoreWeave $CRWV is a bit of a flawed business model"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943387746552193212) 2025-07-10 19:11:59 UTC 33.4K followers, 13.1K engagements


"*LA-Z-BOY $LZB SEES 1Q SALES AND OPERATING MARGIN AROUND THE LOW END OF GUIDANCE *CITES CHALLENGING CONSUMER AND MACRO ENVIRONMENT No customer overlap with $RH - but another 'weak furniture' 'weak home' datapoint"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944854485467324760) 2025-07-14 20:20:17 UTC 33.4K followers, 9193 engagements


"If you keep waiting you can get $RH furniture for free"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1940917525157761231) 2025-07-03 23:36:13 UTC 33.4K followers, 2703 engagements


"At what point do you pinch your nose and buy $CORZ"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942233916515242451) 2025-07-07 14:47:05 UTC 33.4K followers, 4459 engagements


"Delta $DAL earnings this week - TSA screenings are noisy in tight windows and also XXX% backward looking but we did just notch an all-time high recently:"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1942926720379543922) 2025-07-09 12:40:02 UTC 33.4K followers, 6359 engagements


"*UNION PACIFIC EXPLORING DEAL FOR NORFOLK SOUTHERN: WSJ $CSX holders cry out in agony"  
![@ConsensusGurus 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, 4640 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, 3148 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, 13.7K engagements


"*ROBINHOOD $HOOD RISES TO NEW RECORD NOW LARGER THAN XXX OF THE S&P XXX COMPANIES"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1945489964008948043) 2025-07-16 14:25:27 UTC 33.4K followers, 5526 engagements


"Another question = how is $JPM just realizing that they have data so valuable that its existence is propping up billions of dollars in value across fintech"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1943773817228218681) 2025-07-11 20:46:06 UTC 33.4K followers, 5777 engagements


"@_Soobas No announcement is generally the big day - heres $DDOG. Peaked on announcement and added X days later:"  
![@ConsensusGurus 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


"One day soonish we'll all be able to look back at this and laugh"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1944762173961408886) 2025-07-14 14:13:28 UTC 33.4K followers, 3548 engagements


"As we predicted Goldman nailed this $RH downgrade (in the wrong direction). She's so far two for two calling inflection points. Maybe the best contra indicator that exists for the stock"  
![@ConsensusGurus Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1460268625080860678.png) [@ConsensusGurus](/creator/x/ConsensusGurus) on [X](/post/tweet/1938640126198038709) 2025-06-27 16:46:38 UTC 33.4K followers, 3113 engagements


"@Mike10947310 @TravisWiedower There is still a small subset of very successful companies over the long term that have no IR no conference calls - but to part of your point the business is rather self explanatory. Take homebuilder $NVR for example - they're not developing new tech that needs a nudge"  
![@ConsensusGurus 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, 1601 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ConsensusGurus Consensus Media

Consensus Media has been trending due to discussions around various stocks, particularly those related to technology and housing. CoreWeave, a company related to Nvidia ($nvda), has seen significant market cap growth, adding $18.9b in just two days. Several stocks have also seen notable fluctuations following earnings reports, including Lululemon ($lulu), CrowdStrike ($crwd), and Marvell ($mrvl).

Engagements: XXXXXX #

X Week XXXXXXX +80%
X Month XXXXXXXXX +3.90%
X Months XXXXXXXXXX +63%
X Year XXXXXXXXXX +239%

Mentions: XXX #

X Week XXX -XX%
X Month XXX +60%
X Months XXXXX +45%
X Year XXXXX +223%

Followers: XXXXXX #

X Week XXXXXX +0.23%
X Month XXXXXX +1.30%
X Months XXXXXX +14%
X Year XXXXXX +41%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks #2863 finance #5597 technology brands XXXXX% cryptocurrencies #3069 countries XXXX% automotive brands XXXX% exchanges #3222 celebrities XXXX% fashion brands XXXX% gaming XXXX%

Social topic influence $ttd #2, $hood #126, hood #362, $rh 3.28%, $app #22, applovin #24, $klg #1, nvda 2.55%, $nvda 2.55%, palantir #36

Top accounts mentioned or mentioned by @tickerplus @kalshi @levandovsky @adorkssssss @edhill63367243 @mike10947310 @vdmandele @planert41 @alexavoigt @radios4freedom @premocollectoor @pd13158196 @206bg @wagiecapital @gregorykidsyn @bbm010 @investornick @convexititties @rogerjstonejr @sixsigmacapital

Top assets mentioned Trade Desk, Inc. (TTD) Robinhood Markets, Inc. (HOOD) RH (RH) Applovin Corporation (APP) WK Kellogg Co (KLG) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Quantum Computing Inc. Common (QUBT) Palantir (PLTR) Circle Internet Group, Inc. (CRCL) CoreWeave, Inc. (CRWV) Hewlett Packard Enterprise Co (HPE) Netflix Inc (NFLX) Lennar Corporation (LEN) Oscar Health, Inc. (OSCR) Tesla, Inc. (TSLA) ANSYS, Inc. (ANSS) Synopsys, Inc. (SNPS) Alphabet Inc Class A (GOOGL) Marvell Technology Inc (MRVL) Etsy Inc (ETSY) Open Custody Protocol (OPEN) Core Scientific, Inc. Common Stock (CORZ) Mario Coin (COIN) Juniper Networks, Inc. (JNPR) Carvana Co. (CVNA) Ares Protocol (ARES) NVR, Inc. (NVR) Autodesk Inc (ADSK) PTC Inc (PTC) Super Micro Computer, Inc. Common Stock (SMCI) Fartcoin (FARTCOIN) Taiwan Semiconductor (TSM) Accenture (ACN) Darden Restaurants, Inc. (DRI) Kroger Co (KR) DAOLaunch (DAL) Sea Limited (SE) Target Corporation (TGT) Starbucks Corporation (SBUX) Take-Two Interactive Software, Inc. (TTWO) HP Inc (HPQ) Bull Market (BULL) General Electric Company (GE) Lyft, Inc. Class A Common Stock (LYFT) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"Had my eye on $ETSY for an inflection point for going on almost two years now. Thanks to data from @tickerplus I think we might actually be on the precipice. If you trade or invest in consumer names @tickerplus has a wealth of invaluable social data - and in this case may have cracked the $ETSY inflection. Financial table mine social graphs theirs. They have a full-length analysis post highlighting $ETSY in addition to their platform data:"
@ConsensusGurus on X 2025-07-08 00:29:00 UTC 33.4K followers, 6915 engagements

"*HP INC SEES FY EPS $3-3.30 vs $3.45-3.75 PRIOR Shares -XX% $HPQ Look to Michael Dell's little shop as a sympathy trade ex $NVDA"
@ConsensusGurus on X 2025-05-28 20:45:03 UTC 33.4K followers, 3745 engagements

"$PTC premium here looks maybe rich if part stock deal XX% move to new ATH. $ADSK dragged quite a bit lower here"
@ConsensusGurus on X 2025-07-09 21:14:40 UTC 33.4K followers, 5878 engagements

"I go make a sandwich and $CRCL falls $14/sh"
@ConsensusGurus on X 2025-07-17 17:30:44 UTC 33.4K followers, 2674 engagements

"Another $OSCR downgrade - Wells Fargo this time:"
@ConsensusGurus on X 2025-07-11 12:14:27 UTC 33.4K followers, 7227 engagements

"Oh look another cooler than anticipated inflation print. The Fed continues to look silly for this "tariffs are inflation" stance. But maybe next month"
@ConsensusGurus on X 2025-07-15 12:38:09 UTC 33.4K followers, 6787 engagements

"@convexititties Elon said last night xAI merger aint happening - its his extortion mechanism for Tesla shareholders and he intends to keep it that way"
@ConsensusGurus on X 2025-07-14 11:40:33 UTC 33.4K followers, XX engagements

"We've got three *WEBULL FALLS X% AFTER REPORTING STANDBY EQUITY PURCHASE PACT $BULL"
@ConsensusGurus on X 2025-07-03 17:55:40 UTC 33.4K followers, 5414 engagements

"Excellent print from $GE - but we previewed why the bar was extremely high. Shares down despite the quarter:"
@ConsensusGurus on X 2025-07-17 14:34:12 UTC 33.4K followers, 3029 engagements

"*TRUMP SAYS US WILL IMPOSE XX% TARIFFS ON EU MEXICO FROM AUG. X TACO man now FAFO man"
@ConsensusGurus on X 2025-07-12 12:35:08 UTC 33.4K followers, 9520 engagements

"Splitting the stock of a 2X long ETF for Palantir hovering at ATHs and XX million x any valuation metric seems like the perfect recipe for this then becoming a penny stock and facing delisting issues:"
@ConsensusGurus on X 2025-07-09 11:15:05 UTC 33.4K followers, 2499 engagements

"At this rate you're not going to be able to order at McDonald's without using a Palantir $PLTR ontology"
@ConsensusGurus on X 2025-07-17 15:52:14 UTC 33.4K followers, 2726 engagements

"Where's the potential $LYFT partnership or acquisition here I can't imagine it would be $TSLA after having already built out their own app"
@ConsensusGurus on X 2025-07-09 15:16:36 UTC 33.4K followers, 3536 engagements

"The $ASML Earnings Setup and Downloadable Consensus Model Results out tomorrow morning for the all important semis equipment name"
@ConsensusGurus on X 2025-07-15 21:26:16 UTC 33.4K followers, 8928 engagements

"Should we be cheering for runaway pricing in an alternative currency (bitcoin) as the USD debt spiral accelerates"
@ConsensusGurus on X 2025-07-14 12:59:24 UTC 33.4K followers, 2383 engagements

"Robinhood $HOOD and AppLovin $APP get another shot at joining the S&P XXX this week: Synopsys expects to close Ansys acquisition on or about July 17th. $SNPS $ANSS"
@ConsensusGurus on X 2025-07-14 13:08:13 UTC 33.4K followers, 31.1K engagements

"BREAKING: TRUMP SEEKS TO BLOCK ITALIANS FROM BUYING FRUIT LOOP MAKER KELLOGG CITING NATIONAL SECURITY REASONS; WE BANNED SOME DYES HERE BUT NOT ALL DYES Wow $KLG"
@ConsensusGurus on X 2025-07-09 22:09:34 UTC 33.4K followers, 15.2K engagements

"The Taiwan Semi $TSM Earnings Setup and Downloadable Consensus Model Results tomorrow morning"
@ConsensusGurus on X 2025-07-16 12:10:42 UTC 33.4K followers, 12.5K engagements

"We're one Tesla investment in SpaceX or xAI away from this being as circular as the Nvidia - CoreWeave - Core Scientific mess $TSLA $NVDA $CRWV $CORZ"
@ConsensusGurus on X 2025-07-12 22:33:25 UTC 33.4K followers, 6085 engagements

"Did the $CRCL and $COIN folks just see this"
@ConsensusGurus on X 2025-07-15 18:45:31 UTC 33.4K followers, 8826 engagements

"@SixSigmaCapital Don't you know $UBER is a zero"
@ConsensusGurus on X 2025-07-14 21:12:50 UTC 33.4K followers, XXX engagements

"Circle $CRCL trades like peak $SMCI had a kid with everyday Fartcoin"
@ConsensusGurus on X 2025-07-16 17:48:43 UTC 33.4K followers, 9324 engagements

"Are $OPEN and $OPAD trying to tell us something"
@ConsensusGurus on X 2025-07-08 01:32:17 UTC 33.4K followers, 8410 engagements

"The Trade Desk is the newest member of the S&P XXX At $37B market cap $TTD is just a faction of many larger eligible candidates. Committee comments: "We view The Trade Desk's novel advertising platform as a mainstay for the S&P XXX index. Surely the likes of Google Meta and Amazon are not crowding out their business model.""
@ConsensusGurus on X 2025-07-14 21:19:15 UTC 33.4K followers, 32.2K engagements

"Earnings movers. Consumer names big winners. CarMax $KMX +9% Darden Restaurants $DRI +5% Kroger $KR +3% and the only loser: Accenture $ACN -6%"
@ConsensusGurus on X 2025-06-20 13:23:18 UTC 33.4K followers, 2243 engagements

"AppLovin $APP not the winner but still +2% on the day. A risk free trade $DDOG +15% $QQQ +1%:"
@ConsensusGurus on X 2025-07-03 16:49:42 UTC 33.4K followers, 3453 engagements

"Go try a TickerTrends account if the stocks you look at touch consumer in any way:"
@ConsensusGurus on X 2025-06-10 17:04:27 UTC 33.4K followers, 3883 engagements

"These are via grant and very small amounts $OSCR"
@ConsensusGurus on X 2025-07-15 21:43:04 UTC 33.4K followers, 4291 engagements

"What to Expect from $AVAV and $VCTR Following the S&P Index Changes"
@ConsensusGurus on X 2025-07-15 22:50:13 UTC 33.4K followers, 5296 engagements

"More S&P index movement this evening - given $TTD closed +7% exactly the average move we outlined in the post below please visit our Substack where we'll post anticipated moves for this evening's change names:"
@ConsensusGurus on X 2025-07-15 21:20:07 UTC 33.4K followers, 13.2K engagements

"Netflix $NFLX makes the crowded long list and $ETSY makes the crowded short list from GS. Weve written on each of these"
@ConsensusGurus on X 2025-07-14 18:22:59 UTC 33.4K followers, 4153 engagements

"So does the $3B number the WSJ cited mean they were in cahoots with the insider trading folks $KLG tanks here on a much lower $23/sh price - I guess thats $2.5B rounded up lol"
@ConsensusGurus on X 2025-07-10 12:59:26 UTC 33.4K followers, 3749 engagements

"Clearly they see a bright future for Quantum Beverage $QUBT after the C-suite resigned"
@ConsensusGurus on X 2025-07-17 16:14:18 UTC 33.4K followers, 3045 engagements

"$KLG closes at $XXXXX - given this deal speculation began in February and clearly no additional bidder involved themselves over almost half a year - who would suddenly be involved"
@ConsensusGurus on X 2025-07-17 20:43:37 UTC 33.4K followers, 2953 engagements

"Alright Im there - Ill short some of $TTD"
@ConsensusGurus on X 2025-07-14 23:02:05 UTC 33.4K followers, 6962 engagements

"*SAREPTA $SRPT ANNOUNCES RESTRUCTURING PLAN"
@ConsensusGurus on X 2025-07-16 20:26:53 UTC 33.4K followers, 2839 engagements

"A tale of two days and two banks $CRCL +8% as Bank of America says it will partner with stablecoin networks"
@ConsensusGurus on X 2025-07-16 14:00:17 UTC 33.4K followers, 5504 engagements

"This needs further discussion - why is $RH discounting product not available until January 2026 by XX% Makes no sense on the surface"
@ConsensusGurus on X 2025-07-07 19:25:35 UTC 33.4K followers, 9771 engagements

"Looks like he made his followers a lot of money being long $UNH with a $XXX price target:"
@ConsensusGurus on X 2025-07-11 13:09:26 UTC 33.4K followers, 5845 engagements

"Kura Sushi is quietly a billion dollar chain mini-empire and Ive still never seen one in the flesh nor have I ever met anyone who has been to one They exist right and are good $KRUS"
@ConsensusGurus on X 2025-07-08 20:30:41 UTC 33.4K followers, 3979 engagements

"What's stopping $RKT and $UWMC from participating in the rally today"
@ConsensusGurus on X 2025-07-10 18:21:40 UTC 33.4K followers, 2485 engagements

"@adorkssssss I faded yesterday - came out modestly ahead between some $LEN and some $RH - leaders in their respective groups. Should've held"
@ConsensusGurus on X 2025-07-11 16:16:44 UTC 33.4K followers, XX engagements

"One explanation = $RH is in desperate need of cash to meet their absurd guidance calling for FCF to inflect from -$214M last year to +$300M this year in one of the worst housing markets we've seen. Why not just take customer deposits on heavily discounted items thereby juicing operating cash flow while not owing an outflow until next year"
@ConsensusGurus on X 2025-07-10 14:47:28 UTC 33.4K followers, 3062 engagements

"Airline Comp Sheet into the Delta Print $DAL $UAL $AAL $LUV $ALK $SKYW $JBLU $ALGT $ULCC $UP $SNCY"
@ConsensusGurus on X 2025-07-09 12:44:48 UTC 33.4K followers, 3921 engagements

"Netflix $NFLX Consensus Model into this week's print - downloadable Excel file with detailed estimates across the P&L cash flows and balance sheet - along with major KPIs like subscriber expectations:"
@ConsensusGurus on X 2025-07-14 13:27:50 UTC 33.4K followers, 11.7K engagements

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

"I read a similar story on the back of their earnings but it shouldn't come as a surprise given the state of new construction housing. $LEN $DHI $PHM $TOL $NVR $KBH $XHB $ITB"
@ConsensusGurus on X 2025-06-30 16:32:21 UTC 33.4K followers, 3611 engagements

"Why is Gemini the runaway winner here yet my timeline is full of "Grok X is the best ever" content What am I missing A rules technicality"
@ConsensusGurus on X 2025-07-15 12:45:52 UTC 33.4K followers, 8660 engagements

"Is Starbucks synonymous with burnt coffee for you $SBUX"
@ConsensusGurus on X 2025-07-09 13:02:32 UTC 33.4K followers, 2263 engagements

"@EdHill63367243 @alex_avoigt Its open to the public Thats news to the world - please share"
@ConsensusGurus on X 2025-07-14 12:27:44 UTC 33.4K followers, XX engagements

"Another interesting and typically reliable way to trade index changes - todays close saw a very large $TTD order imbalance selling the stock sharply lower into the close. AH the stock is now back higher but this AH move likely wont translate to tomorrow:"
@ConsensusGurus on X 2025-07-16 23:36:00 UTC 33.4K followers, 4576 engagements

"United Homes Group $UHG on back-to-back big days off of an "exploring strategic options" press release. $UHG is XX% land options similar to $NVR and $SDHC and to a lesser extent $DFH. At $4/sh $UHG is close to 4x book - why not just buy better scale at $SDHC for 3x"
@ConsensusGurus on X 2025-07-17 14:27:26 UTC 33.4K followers, 7065 engagements

"If I look at this setup table in a vacuum - I'd say Netflix $NFLX is in for a bad earnings reaction. Running way too hot"
@ConsensusGurus on X 2025-07-14 00:21:26 UTC 33.4K followers, 26K engagements

"LEAD WALL STREET ANALYST: "WE SEE DIRECT SALES TO CHINA ADDING 250BPS TO 2026 $NVDA MARGINS VS SALES THRU INTERMEDIARIES IN SINGAPORE AND MALAYSIA - OUR SALES ESTIMATES ARE UNCHANGED." $NVDA"
@ConsensusGurus on X 2025-07-15 02:07:31 UTC 33.4K followers, 4877 engagements

"The average single day move for names joining the S&P XXX from nowhere is X% across almost a decade of data. $TTD is +14% in AH. Since this is purely a technical flow with fundamentals unchanged the full move often reverses - as we saw with $DDOG recently. Again buyer beware"
@ConsensusGurus on X 2025-07-14 22:03:10 UTC 33.4K followers, 15.5K engagements

"Is Dave Portnoy @stoolpresidente buying $10M in Tesla $TSLA bullish or bearish"
@ConsensusGurus on X 2025-07-08 01:05:44 UTC 33.4K followers, 2816 engagements

"Grok on Sea Limited $SE into tomorrow's print: As Sea Limited ($SE) heads into its Q4 earnings release before the market opens on March X 2025 a bearish outlook casts a shadow over the Singapore-based tech giant despite the recent strength in Chinese tech stocks. Analysts expect an EPS of $XXXX on revenue of $XXXX billion but cracks in $SEs armorcombined with its tangled ties to Chinas tech ecosystemcould spell trouble potentially sending the stock reeling. Chinese tech names like Tencent ($TCEHY) and PDD Holdings ($PDD) have flexed resilience lately with Tencent up X% YTD and PDD riding"
@ConsensusGurus on X 2025-03-04 01:57:12 UTC 33.4K followers, 5455 engagements

"Netflix $NFLX Consensus model into this evening's all important print:"
@ConsensusGurus on X 2025-07-17 12:40:45 UTC 33.4K followers, 2963 engagements

"*HIMS & HERS $HIMS REPORTS PLANNED 2026 EXPANSION TO CANADA Unfortunately the US market is about the only market with high demand for obesity drugs"
@ConsensusGurus on X 2025-07-09 13:07:38 UTC 33.4K followers, 2304 engagements

"Buyer beware at these levels in $TTD - here's how $DDOG fared surrounding the S&P XXX addition:"
@ConsensusGurus on X 2025-07-14 21:25:06 UTC 33.4K followers, 12.2K engagements

"$KLG $XXXXX - call me crazy but I don't see another bidder here for these dying and unhealthy American brands"
@ConsensusGurus on X 2025-07-17 18:37:12 UTC 33.4K followers, 5954 engagements

"The JB Hunt $JBHT setup into this afternoon's print:"
@ConsensusGurus on X 2025-07-15 21:10:52 UTC 33.4K followers, 3151 engagements

"And if you sub here - send me a DM with your email address and I'll maile it over"
@ConsensusGurus on X 2025-07-15 18:49:34 UTC 33.4K followers, 3076 engagements

"Why is PCE the Fed's Preferred Inflation Measure The Personal Consumption Expenditures (PCE) price index is the Federal Reserve's preferred inflation measure for several reasons: Broader Scope: PCE captures a wider range of consumer spending including goods and services purchased directly by households and those paid on their behalf (e.g. employer-provided healthcare). This makes it more comprehensive than the Consumer Price Index (CPI) which focuses on out-of-pocket expenses. Dynamic Weighting: PCE uses a chain-weighted formula adjusting the basket of goods and services based on changing"
@ConsensusGurus on X 2025-06-27 12:38:08 UTC 33.4K followers, 2884 engagements

"You heard it here first - courtesy of a big inflection within data by @tickerplus : $ETSY +7%"
@ConsensusGurus on X 2025-07-10 19:17:22 UTC 33.4K followers, 3961 engagements

"*GE VERNOVA PAYS NANTUCKET $10.5M FOR WIND FARM TURBINE FAILURE Phew"
@ConsensusGurus on X 2025-07-11 13:10:13 UTC 33.4K followers, 2316 engagements

"Bank of New York Mellon and Northern Trust looking to merge according WSJ. State Street on the outside looking in re: leaders in the custodian bank industry. $BK $NTRS $STT"
@ConsensusGurus on X 2025-06-22 18:40:14 UTC 33.4K followers, 12K engagements

"Digging in a bit further here due to all of the India news - Jane Street bought shares from Quantum Beverage $QUBT for $XXXXX on June 22nd on the back of departures by both the $QUBT CEO and CFO. Since then the stock has run XX% higher than the purchase price with zero fundamental news a low float and severe borrow restrictions. Totally normal Youll really know its normal when the stock dumps back below $XX immediately after this exit (and yes Jane Street will be playing it that direction too)"
@ConsensusGurus on X 2025-07-06 17:33:36 UTC 33.4K followers, 15.1K engagements

"The Week Ahead Earnings Reporters - Momentum Setups $ACN $PDD $MU $NKE $FDX $GIS $LEN $CCL $XPEV $DRI $TME $WSM $FDS $ZTO $JBL $HTHT $NIO $HQY $GDS $QFIN $MNSO $SNDK $OLLI $SRAD $CMC $SAIC $KC $KRMN $FIVE $ASO $VEON $CAAP $STNE $MTSR $YY $FINV $FLOC $SIG"
@ConsensusGurus on X 2025-03-15 17:36:57 UTC 33.4K followers, 9880 engagements

"Jane Street just loves Quantum and Beverages $QUBT"
@ConsensusGurus on X 2025-07-06 16:51:04 UTC 33.4K followers, 4390 engagements

"@EdHill63367243 @alex_avoigt No every paid influencer wouldve already posted about it several times if it had happened this weekend"
@ConsensusGurus on X 2025-07-14 02:06:31 UTC 33.4K followers, XX engagements

"In five minutes we'll get a potential announcement of a new S&P XXX member - here's the largest names not in the group excl $DDOG (just added)"
@ConsensusGurus on X 2025-07-14 21:10:13 UTC 33.4K followers, 5124 engagements

"$CORZ falls from $XXXXX to now $XXXXX on the $CRWV all stock deal. Will this finally break the $CRWV valuation Doubtful"
@ConsensusGurus on X 2025-07-07 12:34:05 UTC 33.4K followers, 11.6K engagements

"Wild that we have a $4T semis name in the context of the industrys historical cyclicality: The semiconductor industry is highly cyclical more so than many other industries due to its sensitivity to economic conditions technological shifts and supply-demand imbalances. Its cyclicality stems from several factors: X. Demand Fluctuations: Semiconductors are critical components in electronics automotive data centers and consumer goods. Demand surges during economic booms or tech adoption cycles (e.g. 5G AI IoT) but it can plummet during recessions or when inventory builds up. For example the"
@ConsensusGurus on X 2025-07-09 17:20:58 UTC 33.4K followers, 3400 engagements

"I really like the odds that AppLovin $APP gets a nod for the S&P XXX as early as TODAY. Juniper $JNPR - $HPE deal is now as good as done opening a slot. Other candidates = $HOOD $MRVL $CVNA $ARES Here are the eligible names not in an index:"
@ConsensusGurus on X 2025-06-30 14:03:23 UTC 33.4K followers, 66.4K engagements

"Anyone have the $KLG deal price per share"
@ConsensusGurus on X 2025-07-09 20:40:45 UTC 33.4K followers, 9025 engagements

"Can someone smarter than me explain why this is happening $RH"
@ConsensusGurus on X 2025-07-10 14:04:23 UTC 33.4K followers, 6476 engagements

"What does a $10B buyout for Starbucks China mean for the US equity in $SBUX (News yesterday) I would think a big share repurchase or special dividend - but how much of this is already in the price here"
@ConsensusGurus on X 2025-07-09 13:18:52 UTC 33.4K followers, 2074 engagements

"Another day another X% decline in Quantum Beverage $QUBT after Jane Street files to sell shares on the back of capturing a XX% run higher on no fundamental news"
@ConsensusGurus on X 2025-07-11 16:15:43 UTC 33.4K followers, 3993 engagements

"How is the Sonos app and user experience still the worst in the world"
@ConsensusGurus on X 2025-07-04 21:47:42 UTC 33.4K followers, 3616 engagements

"Diabolic They're unmanned - and they always blow up: Total Explosions: At least XX documented Starship-related explosions have occurred including five prototype failures (SN8 SN9 SN10 SN11 and Booster 7) and six full-stack or upper-stage incidents (Flights X X X X X and Ship 36)"
@ConsensusGurus on X 2025-07-14 18:07:55 UTC 33.4K followers, XX engagements

"*NVIDIA EXPECTS LICENSE TO SELL H20 GPU TO CHINA AGAIN Successful White House trip for Jensen. $NVDA"
@ConsensusGurus on X 2025-07-15 01:41:32 UTC 33.4K followers, 38.7K engagements

"@onodacapital1 Where tf is Quantum Beverage $QUBT"
@ConsensusGurus on X 2025-07-17 21:17:09 UTC 33.4K followers, XXX engagements

"Morgan Stanley raises $AMZN PT from $XXX to $XXX "PRIME DAY -XX% LOOKS BULLISH TO US":"
@ConsensusGurus on X 2025-07-10 20:28:02 UTC 33.4K followers, 3450 engagements

"Where will this $BHF deal price shake out Thoughts @blondesnmoney"
@ConsensusGurus on X 2025-07-15 21:05:11 UTC 33.4K followers, 2811 engagements

"The Fed is going to be made to look real stupid for their tariffs are inflation stance"
@ConsensusGurus on X 2025-07-10 01:53:13 UTC 33.4K followers, 12.5K engagements

"*MP MATERIALS $MP OFFERING $500M IN SHARES Straight to Apple"
@ConsensusGurus on X 2025-07-16 20:32:10 UTC 33.4K followers, 10K engagements

"Here's your Robinhood $HOOD dip afterhours:"
@ConsensusGurus on X 2025-07-10 21:17:44 UTC 33.4K followers, 17K engagements

"Before 2027 at only XX% is a bit wild given GTA VI was originally slated for release this year $TTWO"
@ConsensusGurus on X 2025-06-30 01:24:55 UTC 33.4K followers, 7890 engagements

"Quantum Beverage $QUBT straight down for three sessions - just as we speculated:"
@ConsensusGurus on X 2025-07-09 14:58:53 UTC 33.4K followers, 6852 engagements

"Solid print solid guide from Netflix $NFLX - but it's looking like this was just a name that ran too far into results:"
@ConsensusGurus on X 2025-07-17 20:06:18 UTC 33.4K followers, 3895 engagements

"All else equal AppLovin $APP will look like a steal at $XXX if selected at 5:15PM ET today to enter the S&P 500"
@ConsensusGurus on X 2025-07-01 14:39:52 UTC 33.4K followers, 16.5K engagements

"Not surprising that $JPM's solid quarter resulted in a down day - our setup below. 16x forward earnings was a bit too hot:"
@ConsensusGurus on X 2025-07-15 21:09:25 UTC 33.4K followers, 4108 engagements

"Yes Rishi still has a $XX PT on Palantir $PLTR"
@ConsensusGurus on X 2025-07-16 13:02:29 UTC 33.4K followers, 3034 engagements

"Helen of Troy $HELE -XX% premarket on results - can we trust Gemini here on liquidation value given how atrocious its deal math was for $KLG and yes this is XXX pro:"
@ConsensusGurus on X 2025-07-10 13:26:46 UTC 33.4K followers, 3461 engagements

"Analyst community is all over the map here for $CRCL:"
@ConsensusGurus on X 2025-07-16 16:48:13 UTC 33.4K followers, 3422 engagements

"Are we going to get another offer here for $KLG Three days solidly over the all-cash deal price of $23/sh:"
@ConsensusGurus on X 2025-07-16 20:16:24 UTC 33.4K followers, 5271 engagements

"Are people finally waking up to the idea that CoreWeave $CRWV is a bit of a flawed business model"
@ConsensusGurus on X 2025-07-10 19:11:59 UTC 33.4K followers, 13.1K engagements

"*LA-Z-BOY $LZB SEES 1Q SALES AND OPERATING MARGIN AROUND THE LOW END OF GUIDANCE *CITES CHALLENGING CONSUMER AND MACRO ENVIRONMENT No customer overlap with $RH - but another 'weak furniture' 'weak home' datapoint"
@ConsensusGurus on X 2025-07-14 20:20:17 UTC 33.4K followers, 9193 engagements

"If you keep waiting you can get $RH furniture for free"
@ConsensusGurus on X 2025-07-03 23:36:13 UTC 33.4K followers, 2703 engagements

"At what point do you pinch your nose and buy $CORZ"
@ConsensusGurus on X 2025-07-07 14:47:05 UTC 33.4K followers, 4459 engagements

"Delta $DAL earnings this week - TSA screenings are noisy in tight windows and also XXX% backward looking but we did just notch an all-time high recently:"
@ConsensusGurus on X 2025-07-09 12:40:02 UTC 33.4K followers, 6359 engagements

"*UNION PACIFIC EXPLORING DEAL FOR NORFOLK SOUTHERN: WSJ $CSX holders cry out in agony"
@ConsensusGurus on X 2025-07-17 20:38:46 UTC 33.4K followers, 4640 engagements

"Watch out for that 10Y yield - HOD. Housing LOD"
@ConsensusGurus on X 2025-07-15 14:03:48 UTC 33.4K followers, 3148 engagements

"AppLovin $APP and Robinhood $HOOD holders watching "our ad business is trading into oblivion and our market cap is 1/3rd yours" $TTD getting the S&P XXX nod over them:"
@ConsensusGurus on X 2025-07-14 23:14:23 UTC 33.4K followers, 13.7K engagements

"*ROBINHOOD $HOOD RISES TO NEW RECORD NOW LARGER THAN XXX OF THE S&P XXX COMPANIES"
@ConsensusGurus on X 2025-07-16 14:25:27 UTC 33.4K followers, 5526 engagements

"Another question = how is $JPM just realizing that they have data so valuable that its existence is propping up billions of dollars in value across fintech"
@ConsensusGurus on X 2025-07-11 20:46:06 UTC 33.4K followers, 5777 engagements

"@_Soobas No announcement is generally the big day - heres $DDOG. Peaked on announcement and added X days later:"
@ConsensusGurus on X 2025-07-15 00:52:56 UTC 33.4K followers, XXX engagements

"One day soonish we'll all be able to look back at this and laugh"
@ConsensusGurus on X 2025-07-14 14:13:28 UTC 33.4K followers, 3548 engagements

"As we predicted Goldman nailed this $RH downgrade (in the wrong direction). She's so far two for two calling inflection points. Maybe the best contra indicator that exists for the stock"
@ConsensusGurus on X 2025-06-27 16:46:38 UTC 33.4K followers, 3113 engagements

"@Mike10947310 @TravisWiedower There is still a small subset of very successful companies over the long term that have no IR no conference calls - but to part of your point the business is rather self explanatory. Take homebuilder $NVR for example - they're not developing new tech that needs a nudge"
@ConsensusGurus on X 2025-07-09 12:49:31 UTC 33.4K followers, XXX engagements

"$RGTI +28% on what is being booked as a major quantum breakthrough yet Quantum Beverage $QUBT is underperforming the furniture store $W all is right in the world"
@ConsensusGurus on X 2025-07-16 17:01:04 UTC 33.4K followers, 1601 engagements