Consensus Media

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Consensus Media@ConsensusGurus·3h

@BlackScholesMan Much of the West

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TickerTrends 🔬@tickerplus

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Mike@BlackScholesMan·11h

He's not wrong

First Squawk@FirstSquawk

FORMER GERMAN CHANCELLOR SCHOLZ: WE WERE ONCE AN ENGINEERS' COUNTRY — NOW WE ARE A LAWYERS' COUNTRY; OTHER COUNTRIES BUILD AN ENTIRE NATIONAL RAILWAY SYSTEM IN 20 YEARS, YET WE CAN'T MANAGE TO BUILD A COMMUTER LINE IN THAT SAME TIME.

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Consensus Media@ConsensusGurus·4h

Sam Altman @sama admits to having an alcoholic beverage via Twitter post and see what happens next?

Codex has overtaken Claude Code in downloads. TickerTrends shows the crossover on April 30, followed by accelerating share gains and a clear deceleration in Claude Code. Latest weekly: • Codex: 46.0M • Claude Code: 491K Gap widening. @sama @OpenAIDevs

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Consensus Media@ConsensusGurus·4h

I see you Intel $INTC - near the top of the list...

SanDisk Isn't Even the Winner: Looking at 2027 EPS Estimate Winners Across the 758 Largest US Listed Companies $SNDK Excel File with Changes for Every Company Standouts at the top include Applied Optoelectronics, Albemarle, SanDisk, Micron, and Bloom Energy - but this file gives you the full list as well as stock performance over the same time period. Some big disconnects. Hilariously, $IREN is in last place. earnings-edge.com/p/sandisk-isnt…

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@R_and_Invest Great stuff thank you for sharing!

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Research & Invest@R_and_Invest·4h

@ConsensusGurus

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Research & Invest@R_and_Invest·11h

@ConsensusGurus You should pay attention to what’s happening with AI DAtacenter CPUs and $GOOGL TPUs. CPU DRAM usage up 400% and TPUs up 600%. What are these Hyperscalers doing? Not sure if they are going to war with some aliens or something

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Peter de Vietien@peterdevietien

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Consensus Media@ConsensusGurus·5h

What the reality of $TSLA EPS estimates look like

$TSLA 2030 EPS once the market realizes Tesla will have a monopoly on real world AI

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Consensus Media@ConsensusGurus·6h

@TreeHouseBrewCo The world’s best beer

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Tree House Brewing Co.🍺@TreeHouseBrewCo·6h

💜 treehousebrew.com

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Consensus Media@ConsensusGurus·6h

@Biotech_FC I really don’t know. Not wagering either way just pointing out what to look for.

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Fat Shot Drug@Biotech_FC·6h

@ConsensusGurus Is the bottom about to fall out?

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Consensus Media@ConsensusGurus·6h

Palantir $PLTR ~$148 into tomorrow's potential reckoning:

Pay Close Attention to the Commercial Growth: Palantir Consensus Expectations for Monday Consensus Estimates + Valuation Context $PLTR Has Claude / AI had a meaningful impact on new Commercial contract wins for Palantir? That’s the big question on Monday and moving forward. Look first to that line item (Commercial revenue growth) in the P&L, the US Commercial FY guidance number, and the incremental margins earned. Estimates for all of those below: earnings-edge.com/p/pay-close-at…

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Consensus Media@ConsensusGurus·6h

*bout of

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Consensus Media@ConsensusGurus·7h

"So who is providing the financing for this bout if idiocy re: Gamestop and eBay?" TD Bank:

So where is the financing coming from... $EBAY $GME

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Consensus Media@ConsensusGurus·7h

@bucketshopcap I’m confused why you’re doubting that

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Bucket Shop Capital@bucketshopcap·7h

@ConsensusGurus Thought this was a picture of Dan Ives for a second.

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Consensus Media@ConsensusGurus·7h

Indeed re: $HOOD + $IBKR

Serenity@aleabitoreddit

US retail investors should switch from $HOOD to $IBKR for international equities. I’m not sure why anyone still uses Robinhood for investing anymore. Unless you have $50 and no clue what you’re doing. They had their chance to innovate but focused on Melania Coin integrations

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Consensus Media@ConsensusGurus·7h

@aleabitoreddit Indeed...

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lord pretty flacko ⚔️@smdcapital

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Serenity@aleabitoreddit·8h

US retail investors should switch from $HOOD to $IBKR for international equities. I’m not sure why anyone still uses Robinhood for investing anymore. Unless you have $50 and no clue what you’re doing. They had their chance to innovate but focused on Melania Coin integrations

@aleabitoreddit bro how do we buy these tickers 😭 they don't even show up in my brokerage

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Consensus Media@ConsensusGurus·7h

@SaintAgnesBets Yeah the flatline horizontal just south of $95/sh is actually pathetic

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St🅰️gnesSchoolBets@SaintAgnesBets·7h

@ConsensusGurus it's not going backwards in time like $SNDK's is

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Consensus Media@ConsensusGurus·11h

Micron $MU 2027 EPS estimate history

TickerTrends 🔬@tickerplus

2027 EPS estimates for SanDisk $SNDK are about to bend backwards in time while still moving parabolically higher:

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Consensus Media@ConsensusGurus·7h

So where is the financing coming from... $EBAY $GME

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Consensus Media@ConsensusGurus·7h

These guys should bid to takeover $FDS or $SPGI given what we learned from $GME this weekend

We’ve been expanding our Reddit tracking to better extract signal from social discussion. Our latest release adds automated sentiment analysis and context-aware breakdowns of what’s actually driving conversation. Below, discussion around “usage limits” for Anthropic’s Claude.

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Consensus Media@ConsensusGurus·7h

Tagging @alc2022

If Duolingo Misses This Paid Subscriber Number, Inundate the Linares Hotline: Previewing Consensus Expectations for Monday Consensus Estimates + Valuation Context $DUOL The biggest loser at the intersection of consumer and AI, Duolingo reports results Monday afternoon. If they miss the paid subscriber number below, you should all reach out to Duolingo-bull Antonio Linares ASAP. Same goes for forward bookings. Here are Consensus expectations for the quarter and forward guidance: earnings-edge.com/p/if-duolingo-…

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