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

Carvana's stock has seen significant fluctuations, with a 2-handle day, and analysts are discussing potential catalysts, including Carmax results and Ally Financial's upcoming earnings report. Some users expressed concerns about the company's financials, with one suggesting that cash flows can be "cooked." Meanwhile, other companies like Amazon, Apple, and Starbucks are also being discussed in terms of their earnings reports and future prospects.

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

- X Week XXXXXXXXX +630%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +8.30%
- X Year XXXXXXXXXX +81%

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

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +15%
- X Year XXXXX +66%

### 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 +18%
- X Month XXXXXX +18%
- X Months XXXXXX +26%
- X Year XXXXXX +45%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #767 [technology brands](/list/technology-brands)  #7178 [finance](/list/finance)  #2359 [cryptocurrencies](/list/cryptocurrencies)  #537 [fashion brands](/list/fashion-brands)  #1248 [automotive brands](/list/automotive-brands)  XXX% [social networks](/list/social-networks)  XXX%

**Social topic influence**
[$cvna](/topic/$cvna) #5, [$tol](/topic/$tol) #2, [$rh](/topic/$rh) #2, [$avgo](/topic/$avgo) #10, [autozone](/topic/autozone) #6, [$azo](/topic/$azo) #2, [$lulu](/topic/$lulu) #23, [$snps](/topic/$snps) #3, [$orcl](/topic/$orcl) #10, [oracle](/topic/oracle) #39

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

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Toll Brothers, Inc. (TOL)](/topic/$tol) [RH (RH)](/topic/$rh) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Autozone Inc (AZO)](/topic/autozone) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Synopsys, Inc. (SNPS)](/topic/$snps) [Oracle Corporation (ORCL)](/topic/$orcl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Wall Street Memes (WSM)](/topic/$wsm) [CRH Public Limited Company (CRH)](/topic/$crh) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Wormhole (W)](/topic/$w) [Sea Limited (SE)](/topic/$se) [Oklo Inc. (OKLO)](/topic/$oklo) [Home Depot, Inc. (HD)](/topic/$hd) [Ally Financial, Inc. (ALLY)](/topic/$ally) [CarMax, Inc (KMX)](/topic/$kmx) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Metadium (META)](/topic/$meta) [Target Corporation (TGT)](/topic/$tgt) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Ferguson plc (FERG)](/topic/$ferg) [Edu3Labs (NFE)](/topic/$nfe) [Texas Instruments (TXN)](/topic/texas-instruments) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Li Auto Inc. (LI)](/topic/li-auto) [XPeng Inc. (XPEV)](/topic/xpeng) [UnitedHealth Group (UNH)](/topic/$unh) [Amer Sports, Inc. (AS)](/topic/$as) [Medtronic PLC (MDT)](/topic/medtronic) [Dolby Laboratories, Inc.Class A (DLB)](/topic/$dlb) [Measurable Data Token (MDT)](/topic/$mdt) [Block, Inc. (XYZ)](/topic/$xyz) [Intel Corporation (INTC)](/topic/$intc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Marriott International Inc (MAR)](/topic/$mar) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Palantir (PLTR)](/topic/$pltr) [Owens Corning (OC)](/topic/owens-corning) [Trex Company, Inc. (TREX)](/topic/$trex) [TJX Companies, Inc. (TJX)](/topic/$tjx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Lowes Companies Inc (LOW)](/topic/$low) [Viking Holdings Ltd (VIK)](/topic/$vik) [Bullish (BLSH)](/topic/$blsh)
### Top Social Posts
Top posts by engagements in the last XX hours

"Alongside $TOL earnings and conference call we have the Home Depot $HD investor day which investors are not loving (shares -3%):"  
[X Link](https://x.com/ConsensusGurus/status/1998389728400343288)  2025-12-09T13:50Z 41.6K followers, 3711 engagements


"Here's Why Carvana Gets the S&P XXX Nod Tomorrow (and Other Info for the Quarterly Index Rebalance) $CVNA"  
[X Link](https://x.com/ConsensusGurus/status/1996770214013227045)  2025-12-05T02:34Z 41.6K followers, 411.3K engagements


"Paywall removed re: Carvana $CVNA:"  
[X Link](https://x.com/ConsensusGurus/status/1997069329804701912)  2025-12-05T22:23Z 41.6K followers, 19.4K engagements


"$FERG -X% is not surprising take a look at the multiple expansion into the print from our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998409589566705979)  2025-12-09T15:09Z 41.6K followers, 3385 engagements


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


"*META PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS $META"  
[X Link](https://x.com/ConsensusGurus/status/1996580481412809178)  2025-12-04T14:00Z 41.6K followers, 57.4K engagements


"Was this the Housing Canary in the Coal Mine A Toll Brothers Earnings Preview $TOL"  
[X Link](https://x.com/ConsensusGurus/status/1998053416497471852)  2025-12-08T15:33Z 41.6K followers, 16.5K engagements


"Toll Brothers $TOL sinks to session lows now -6%. We said in our recap that -X% looked like a steal as a short given the 2026 outlook. We also said sell it into the print in our preview"  
[X Link](https://x.com/ConsensusGurus/status/1998383312658747853)  2025-12-09T13:24Z 41.6K followers, 8462 engagements


"Holy Palantir $PLTR"  
[X Link](https://x.com/ConsensusGurus/status/1998562818355012043)  2025-12-10T01:18Z 41.6K followers, 99.1K engagements


"Dear lord: *OWENS CORNING GUIDES 4Q EBITDA of $366M VS. $517M EST What is going on in shelter construction Yesterday we had $JELD -XX% Today we already have $TREX -XX% Now add $OC"  
[X Link](https://x.com/ConsensusGurus/status/1986048822225535386)  2025-11-05T12:31Z 41.6K followers, 14.7K engagements


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


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


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


"Here's your Thor $THO earnings fade despite strong results in a single table that we previewed:"  
[X Link](https://x.com/ConsensusGurus/status/1996298035827974293)  2025-12-03T19:18Z 41.6K followers, 2158 engagements


"I'll be ready to buy Figma's stock when they start charging me for their free product that I would gladly pay to use. $FIG"  
[X Link](https://x.com/ConsensusGurus/status/1997881411307712522)  2025-12-08T04:10Z 41.6K followers, 6456 engagements


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


"Another Big Earnings Week Ahead - What We're Posting Earnings Setups for Subscribers (+ others by request): Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD AutoZone $AZO Target $TGT Flutter $FLUT Kroger $KR Ross Stores $ROST Veeva Systems $VEEV Zscaler $ZS HP Enterprise $HPE MongoDB $MDB Best Buy $BBY Okta $OKTA On Running $ON Gitlab $GTLB The Gap $GAP AST SpaceMobile $ASTS Abercrombie & Fitch $ANF Response Tables for Everyone: Broadcom $AVGO Costco $COST Crowdstrike $CRWD Marvell $MRVL Sea $SE Jd . com $JD On Running $ON"  
[X Link](https://x.com/ConsensusGurus/status/1895509391442628644)  2025-02-28T16:20Z 41.6K followers, 25.8K engagements


"Earnings Setups for Veteran's Day Tuesday: Sea Limited Nebius Beyond Meat Oklo LightPath Amdocs and Many More $SE $NBIS $BYND $OKLO $LTPH $DOX"  
[X Link](https://x.com/ConsensusGurus/status/1987943155707093336)  2025-11-10T17:59Z 41.6K followers, 2584 engagements


"Good Enough Recapping Sea Limited's 3Q Actuals vs. Consensus $SE"  
[X Link](https://x.com/ConsensusGurus/status/1988247810911683062)  2025-11-11T14:09Z 41.6K followers, 6600 engagements


"$WSM on tap - are they in the winners camp of furniture ( $W ) or the losers camp ( $RH )"  
[X Link](https://x.com/ConsensusGurus/status/1991141211596280029)  2025-11-19T13:47Z 41.6K followers, 1959 engagements


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


"*META WILL ANNOUNCE PLANS FOR NAME CHANGE NEW STOCK TICKER WITHIN THE COMING WEEKS; "ZUCK" VIEWED AS LEADING CANDIDATE FOR NEW TICKER $META"  
[X Link](https://x.com/ConsensusGurus/status/1996585566222102886)  2025-12-04T14:21Z 41.6K followers, 288K engagements


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


"*OKLO RISES FROM PREMARKET LOWS IN THE WAKE OF EQUITY DISTRIBUTION DEAL; WIFE OF FOUNDER SET TO DONATE $20K TO LOCAL CHARITY AND MAKE YOUTUBE VIDEO ABOUT IT $OKLO wow"  
[X Link](https://x.com/ConsensusGurus/status/1996922545468252474)  2025-12-05T12:40Z 41.6K followers, 6911 engagements


"Nice tight range from JPM re: $DBRG"  
[X Link](https://x.com/ConsensusGurus/status/1997045315124216212)  2025-12-05T20:48Z 41.6K followers, 5723 engagements


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


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


"Thanks for the follows Do you mind sharing where youre coming from This is wild. Thanks to @blondesnmoney and a few others for the shout outs"  
[X Link](https://x.com/ConsensusGurus/status/1997088606553334081)  2025-12-05T23:40Z 41.6K followers, 10.1K engagements


"What to Expect from Carvana (and CRH) between Now and the S&P XXX Inclusion Date What happens tomorrow and forward: Nearly a decade of precedent index constituent changes $CVNA $CRH"  
[X Link](https://x.com/ConsensusGurus/status/1997754353269055781)  2025-12-07T19:45Z 41.6K followers, 68.6K engagements


"Earnings Setups for the Week Ahead: Oracle Broadcom Adobe Lululemon Restoration Hardware Synopsys Toll Brothers AutoZone and Many More $ORCL $AVGO $ADBE $LULU $RH $SNPS $TOL $AZO"  
[X Link](https://x.com/ConsensusGurus/status/1997874561602256978)  2025-12-08T03:43Z 41.6K followers, 28.1K engagements


"The hits keep coming for Apple:"  
[X Link](https://x.com/ConsensusGurus/status/1998024246036246796)  2025-12-08T13:37Z 41.6K followers, 3230 engagements


"Ares $ARES joining the S&P XXX just announced. Blueprint for what to expect in the post below"  
[X Link](https://x.com/ConsensusGurus/status/1998155902445040089)  2025-12-08T22:21Z 41.6K followers, 144.9K engagements


"Imagine that Carvana $CVNA insiders liquidated almost 200000 shares / $100MM into yesterday's forced buying. Don't worry plenty more are on the way"  
[X Link](https://x.com/ConsensusGurus/status/1998381422416187639)  2025-12-09T13:17Z 41.6K followers, 27.1K engagements


"Too expensive indeed AutoZone $AZO -X% premarket. From our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998396345275535851)  2025-12-09T14:16Z 41.6K followers, 10.2K engagements


"The shorts were correct in Caleres $CAL shares -XX% premarket. From our Setup post:"  
[X Link](https://x.com/ConsensusGurus/status/1998396797799039275)  2025-12-09T14:18Z 41.6K followers, 3377 engagements


"Is AutoZone $AZO finally breaking down a bit the ultimate recession indicator You have to go back to 2018 for this large of a negative earnings reaction"  
[X Link](https://x.com/ConsensusGurus/status/1998431608693731795)  2025-12-09T16:36Z 41.6K followers, 5960 engagements


"If it prints there it will trade there $WBD (although this looks like a platform error)"  
[X Link](https://x.com/ConsensusGurus/status/1998446779847561457)  2025-12-09T17:36Z 41.6K followers, 3760 engagements


"*SPACEX SEEKS TO RAISE WELL OVER $30B IN IPO"  
[X Link](https://x.com/ConsensusGurus/status/1998494880650203604)  2025-12-09T20:48Z 41.6K followers, 4346 engagements


"Braze $BRZE came way in into this print; from our Setups:"  
[X Link](https://x.com/ConsensusGurus/status/1998502108148985964)  2025-12-09T21:16Z 41.6K followers, 4471 engagements


"@SubtleInduction Yeah and mega caps do not move X% on no news - maybe you are new to markets"  
[X Link](https://x.com/ConsensusGurus/status/1998594792125796561)  2025-12-10T03:25Z 41.6K followers, XXX engagements


"Valuable Setups for Chewy Oracle Adobe Synopsys Broadcom Lululemon Costco RH and Many More $CHWY $ORCL $ADBE $SNPS $AVGO $LULU $COST $RH"  
[X Link](https://x.com/ConsensusGurus/status/1998715945561272356)  2025-12-10T11:26Z 41.6K followers, 11.1K engagements