Consensus Media
@ConsensusGurus
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Attempting to lay down Consensus views to better inform decision making. Often sarcastic, and often ranting. Do your own due diligence.
Boston, MA
Joined November 2021
You should definitely follow the account, but you should also buy their service because the annual outlay paid for itself about 17x over for me just this week. $CART $DASH $BROS $EXPE $CELH $DOCS $MNST $YELP $SG. many, many more.
📈 $EA Battlefield 6 currently nearing Call Of Duty Black Ops 6 launch in Instagram follower growth. For context, Black Ops 6 was the largest Call Of Duty launch of all time
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It's a good question - maybe it is?.
@ConsensusGurus How is substack not making plans to license its content and ipo?.
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We said 'long' $RDDT into the print. Here's some support for that thesis. How is Substack not on the list? Less debate and interaction but 'long form twitter' should be a very good source (but maybe paywalls prevent that).
I feel like the shorts have run a bit too hard into this one. the Reddit $RDDT Consensus earnings preview:
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Imagine shorting Tesla last night on the Dojo news not knowing how the Curacao blind trust operates.
Every Tesla influencer will now repost this to fuel the Friday pump. .
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For those who are illiterate, $PLTR is a bit overvalued and $APP is a bit undervalued. If we move to $270, $PLTR has become the US federal government:
And today they were loading $pltr $270 calls still lol.
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$CORZ 2Q Revenue $78.6M vs $83.7M est. Good thing all of these companies involved in AI data centers are 'buying' each other and consolidating revenues.
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$WING -6%, close to giving it's full earnings surge up:
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$CAVA - Kind of crazy you could short shares above yesterday's close this morning:
In light of $SG $CMG $SHAK ALL nuked, should I be able to short $CAVA flat to the close right now with $SG the sympathy driver now?.
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*WHITE HOUSE TO CLARIFY MISINFORMATION ON GOLD TARIFFS
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Apple $AAPL up just a tad since this:.
Muted after hours response to Apple results. take a look at the detail and judge for yourself:
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TikTok and search trend showed you Monster $MNST results would be good, +8% today -
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*APPLE NEW HIGHS AS TRUMP REPORTEDLY ORDERED TIM COOK TO REVERT THE PHOTOS APP BACK TO PRIOR DESIGN. $225 and running:
Time Cook: "Kick off the buy back today because price drives narrative". $AAPL.
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*US PREPARES FANNIE MAE, FREDDIE MAC IPO LATER THIS YEAR: WSJ. $FNMA.
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$XYZ red.
Folks fading $XYZ (me) just need to give Jack a microphone / let the earnings call start:
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*TESLA LEADS ALL MAG7 AS THE COMPANY ABANDONS AI COMPUTER TO FOCUS ON AUTOMOBILES.
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Another win for the @tickerplus users - $YELP -7% on earnings.
$YELP app usage trends, both iOS and Android, do not look good, as I surmised in the quote tweet below. Excellent social data as always from @tickerplus
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Sweetgreen $SG Actuals vs. Consensus:
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