Consensus Media @ConsensusGurus
Attempting to lay down Consensus views to better inform decision making. Often sarcastic, and often ranting. Do your own due diligence. earnings-edge.com Boston, MA Joined November 2021-
Tweets17K
-
Followers35K
-
Following467
-
Likes21K
Dear god
Dear god
46
46
499
148K
121
Download Image
$HIMS stock is looking a bit offsides relative to what's happening with the company's web traffic, data on @tickerplus platform (and there's a free trial):
Long $W -8% last night on the same headline hitting for a third time, and with a lower tariff rate than anticipated, makes for a great day and it's only 9:36AM ET.... $W +1% now
Long $W -8% last night on the same headline hitting for a third time, and with a lower tariff rate than anticipated, makes for a great day and it's only 9:36AM ET.... $W +1% now https://t.co/dHjGXFLcKE
If she actually thinks this, she is not qualified for the position.
If she actually thinks this, she is not qualified for the position.
Was a very lucrative 23h since when Nic posted this for everyone short $TSLA right then
Was a very lucrative 23h since when Nic posted this for everyone short $TSLA right then
https://t.co/BEwgkeg4ow
Very interesting take re: $CVNA
*TRUMP: 30% TARIFF ON UPHOLSTERED FURNITURE $WSM $RH $AHRS $W
Is this when things will really start to spiral with Russia?
*EUROPEANS PRIVATELY TELL RUSSIA THEY'RE READY TO DOWN JETS Sounds like they made it actually rather public.
Here's the $KMX breakdown: Sales missed by 6% Loan loss provision increased by 26% EPS missed by 38% Meanwhile $CVNA is almost back to flat because momentum is rallying broadly from premarket lows.
Here's the $KMX breakdown: Sales missed by 6% Loan loss provision increased by 26% EPS missed by 38% Meanwhile $CVNA is almost back to flat because momentum is rallying broadly from premarket lows.
$CVNA -2% here with the largest player in the space, CarMax (by sales volume) -24% on bad sales, bad loan losses seems like a steal of a sympathy trade...
$CVNA -2% here with the largest player in the space, CarMax (by sales volume) -24% on bad sales, bad loan losses seems like a steal of a sympathy trade...
CarMax -17%
TickerTrends @tickerplus now has a free trial for their Core tier, which gives you access to a great subset of raw consumer interest data (notably web traffic and TikTok metrics). The web traffic data alone is worth FAR more than the price of the monthly fee and a great add…
TickerTrends @tickerplus now has a free trial for their Core tier, which gives you access to a great subset of raw consumer interest data (notably web traffic and TikTok metrics). The web traffic data alone is worth FAR more than the price of the monthly fee and a great add…
Wasteland Capital @ecommerceshares
120K Followers 394 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Quartr @Quartr_App
108K Followers 591 Following Increasing efficiency and precision in qualitative public market research.
Kaushik @Wiseman_Cap
105K Followers 875 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
App Economy Insights @EconomyApp
222K Followers 386 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 200K+ read my newsletter How They Make Money
Stock Market Nerd @StockMarketNerd
179K Followers 1K Following Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
The Transcript @TheTranscript_
91K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Q-Cap @qcapital2020
64K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Special Situations �... @SpecialSitsNews
132K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
From Growth To Value @FromValue
115K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
MT Capital @MT_Capital1
21K Followers 1K Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇|
Idea Hive @ideahive
55K Followers 445 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
modest proposal @modestproposal1
117K Followers 848 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Jonah Lupton @JonahLupton
567K Followers 2K Following CEO/CIO at @LuptonCapital and @FirstWaveFund — https://t.co/BgU67oTYtX and https://t.co/SQEowKnaPB
Eric Jhonsa @EricJhonsa
23K Followers 1K Following Independent tech L/S investor and trader. Part-time investing consultant. Previously a tech columnist @thestreet @thestreetpro. DMs open to talk stocks.
TrumpGrift Capital�... @Crussian17
24K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
FIRED Up Wealth @FIREDUpWealth
42K Followers 1K Following Self-Made Millionaire 💸 Investing since 1999 | BA International Business | MBA | Millionaire Investor teaching you how to become financially free 💰👇
Eugene Ng @EugeneNg_VCap
25K Followers 2K Following Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.
Elena Pereyra @agrielenadulce
239 Followers 711 Following Romantica, aventada, leal con quien lo es conmigo.
Tlojer @Tlojer0576
8 Followers 774 Following
fff @hufanher
855 Followers 3K Following
Ryan Mauro @ryanmauro
63K Followers 9K Following Investigative Researcher, @capitalresearch. Newsmax TV Contributor. Counter-extremism & international security. Links: https://t.co/PG8wE67kzo
JopetyRoot @JopetyR57942
2 Followers 57 Following
Rodžer Pinkava @lenivo21423
27 Followers 35 Following a sharp-witted Slovak satirist, skewers local politics with biting humor, championing democracy while mocking its erosion in a chaotic bullshit. 🦾🤖🤖. BTC.
Vishal Savla @vsavla0311
264 Followers 426 Following
Adriano Pequeno @AdrianoPequeno
178 Followers 866 Following
ian hollidge @TokalanIan
500 Followers 615 Following
Ziad Deeb @ziad_deeb15434
17 Followers 159 Following
Aaron @kera292
41 Followers 216 Following
MyLongTermPortfolio @LT_portfolio
297 Followers 658 Following Proud $TSLA owner and investor. Some other investment includes $CRWD $HIMS $RKLB $ASTS $SOFI $NBIS $ABCL $HOOD
therisktaker @risktaker6666
28 Followers 81 Following trying to share some of my experience as prop trader on markets:macro,rates,fx and just good risk reward trade ideas .active in US and Israel markets.
Matthias Schmitt @matschmitt2009
9K Followers 342 Following Vorstand der HWPH Historisches Wertpapierhaus AG, Blogger und YouTuber: https://t.co/KAEt211WvQ, Finanzjournalist (ex Börse Online, ex FTD)
Clement @secondwave_cap
310 Followers 2K Following I run an international shares fund focused on strong business models and underappreciated assets.
sersabr @sersabr
268 Followers 2K Following
Alonso Ramón Díaz @aramondiaz
1K Followers 1K Following Abogado especialista Derecho administrativo y Contencioso-administrativo. Perfil PERSONAL y de OPINIÓN. No Financial Advice. 📞 681.18.87.56 | ✉ [email protected]
Jack J @GoSpeedRacer141
79 Followers 245 Following
FGXpress Global @Karen_Yell
331 Followers 955 Following
green moleskine @MoleskineG90941
21 Followers 166 Following just a dude hitting post on things that should have stayed in notes
Howard Roark @CfaRoark
337 Followers 214 Following An enthusiastic young man with a sixth grade education and an abiding love for Special Purpose Acquisition Companies
Ju 🌹🦉🦅 @Hustlewesbrook
213 Followers 618 Following North side rider, DM slider, family and friends provider ❤️
Kling Klang King of t... @KlingKlangKid
339 Followers 3K Following Moocher, card cheat, country club golf hustler, a scumbag.
jcalok @jcalok123123
381 Followers 1K Following
Hana Daniels @aasvf92396892
185 Followers 552 Following
Cornhole Capital @CornholeCapital
517 Followers 1K Following Are you threatening me? (parody account)
CanduraX (Jemmy Lesma... @jemmylesmana71
143 Followers 415 Following Buy time with smart money and income without effort is freedom's fuel. @NVDA @TSM @HIMS @VOO @QQQ @NBIS
Mutasco (🐝) @Cryptic_Chelsea
7K Followers 8K Following Researching AI & ML in Supply Chain across Aerospace & Defense | Mining Svcs | Tech Distribution | Aviation | Mfg &Gov’t | Exploring everything blockchain |
'95 @kuaimoku
138 Followers 450 Following more than meets the eye, truths between the lines +Jesus loves you
Arthur Vale @savagesteel
84 Followers 485 Following
Heather Hullatt @Cirresistible
268 Followers 6K Following
amandine @amandin16569072
113 Followers 473 Following
Chowda @Chowda784152
6 Followers 80 Following
Account Owner @Yetis4Real
2 Followers 791 Following
Jthdg223 @Tome18Joao
12 Followers 69 Following
Ragnarok @ragnarok91s
82 Followers 889 Following
Wasteland Capital @ecommerceshares
120K Followers 394 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Quartr @Quartr_App
108K Followers 591 Following Increasing efficiency and precision in qualitative public market research.
Kaushik @Wiseman_Cap
105K Followers 875 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
Stock Market Nerd @StockMarketNerd
179K Followers 1K Following Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
The Transcript @TheTranscript_
91K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Q-Cap @qcapital2020
64K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Special Situations �... @SpecialSitsNews
132K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Long Equity @long_equity
67K Followers 397 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Jamin Ball @jaminball
84K Followers 1K Following Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
Brandon Beylo @marketplunger1
97K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
From Growth To Value @FromValue
115K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Earnings Whispers @eWhispers
536K Followers 405 Following Providing key trading information around earnings releases.
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Jonah Lupton @JonahLupton
567K Followers 2K Following CEO/CIO at @LuptonCapital and @FirstWaveFund — https://t.co/BgU67oTYtX and https://t.co/SQEowKnaPB
Eric Jhonsa @EricJhonsa
23K Followers 1K Following Independent tech L/S investor and trader. Part-time investing consultant. Previously a tech columnist @thestreet @thestreetpro. DMs open to talk stocks.
Disruptor ⚡️ @DisruptorStocks
15K Followers 246 Following Retro Relics 🔸 Nostalgia 🔸Sports🔸Economy 🔸Trucking🔸Collecting🔸Food
Ophir Gottlieb @OphirGottlieb
147K Followers 223 Following CEO @CMLviz. Contrib @Bloomberg @Reuters @Factset @Refinitiv . @Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Pegasus @PegasusFund
3K Followers 375 Following Long/Short Equity PM. Not investment advice. Every great trade begins feeling alone in sentiment and shocked by price. Size by your edge and downside.
Zoomer 🧢 @zoomyzoomm
18K Followers 872 Following | VC Tech Bro | Forbes 30u30 | AI Doomer Dude | Gen Z Threadboi | King of Hot Takes | 27 y.o w/ $500k NW | Chase Coleman's Nephew | CSO (Chief Shitpost Officer)
Eric Jackson @ericjackson
118K Followers 346 Following Rising Dynasty = GET YOURS; Founder @emjcapital ; Desperately Seeking 100-Baggers; Columbia Mgmt & Strategy PhD; Longs $OPEN $BETR $IREN $CIFR $ETHA $BTQ $DEFT
Jourdan Lewis @JourdanJD
124K Followers 925 Following Who I need to be in any situation. Jacksonville Jaguars. CTFB.
Singularity Research @SingularityRes
5K Followers 818 Following My latest AI multibagger pick can be found on my Substack.
Cassandra B.C. @michaeljburryBC
46K Followers 0 Following
HODOR @Maximus_Holla
53K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. I don't Have any subservice/ WhatsApp group /Telegram group!
Adrian Dittmann @AdrianDittmann
260K Followers 1K Following Life is too short to worry about stupid things. Have fun. Fall in love. Regret nothing, and don't let people bring you down. Study, think, create, and grow.
Nolan Antonucci @NolanAntonucci
4K Followers 3K Following #SocialArb student of @ChrisCamillo. Gauging company change via Google Trends $GoTr — Sr. Mgr Paid Search @Chewy, @skiburke, yogi & Mark Bellhorn appreciator
Yaman @ValueAnalyst1
40K Followers 2 Following I provide daily updates on $TSLA, Markets, and Technology.
StoryTr🅰️ding⚡... @StoryTrading
13K Followers 926 Following Top trades based on⚡️Catalysts ❤️Sentiment 📊Fundamentals & 📈Technicals. 9am 🎥 daily stream. Analysts @smantel @benrtrader $SNES $TONX paid sponsors.
Research & Invest @R_and_Invest
722 Followers 252 Following Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
Dividend Dude @DividendDude_X
65K Followers 939 Following Focused On Fundamentals-Driven Long-Term Investing, Dividends Are Cool. All Posts Are My Opinion, NOT Financial Advice & DYOR. Sports Account: @DivDudeSports
Terry Oldreal @realOldTerry
2K Followers 736 Following Prediction market degen. Bad sports better, worse father. “I said I wish I could go back to the beginning of the season, put some money on the Cubbies!”
Flow God @FL0WG0D
35K Followers 151 Following Options Flow | Use link below for DISCOUNT on exclusive OWLS flow alerts and expert tips on how to spot flow yourself | SUB to me on X for exclusive information
Connor Bates @ConnorJBates_
39K Followers 1K Following Portfolio Manager of TURBOTECTION at @RevereAsset Management. Contact ~ [email protected]
RiverRoadPartners @partners_road
15K Followers 293 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
Pocketed @pocketedhomes
5 Followers 1 Following Your agentless source for sharing a 'would sell' price for your home while learning about local market sales trends.
Noah 💥 @Nostroah
2K Followers 483 Following Prediction market enthusiast | Former head of operations @Kalshi
Aurelius @Aureliusltd28
12K Followers 725 Following everyone wants the view but nobody wants the climb
Paul Cerro @paulcerro
11K Followers 574 Following CIO @cedargrovecm multi-strategy investment fund + equity research // https://t.co/fYWgvRjtHH
TheKOOKReport @thekookreport
11K Followers 550 Following Know what you own™️ Proud and loyal 🅰️T&T subscriber.
Parrot Capital 🦜 @ParrotCapital
27K Followers 1K Following Irreverent wise crackin' FinTwit parrot 🦜 Not financial advice, DYOR. DMs are open. Follow me for due diligence (and memes).
Brian Rudick @thetinyant
2K Followers 2K Following Chief Strategy Officer @UpexiTreasury. Formerly Head of Research @gsr_io, hedge funds @Citadel, Balyasny, Millennium. Opinions are my own & NFA
VikMittal @vik_mittal
1K Followers 2K Following $GSRM / $BTM + CFO $TACO 🌮 +Chair $KOYNU, BoD $BIXI 🐊🐊https://t.co/PbfyFvHhAf #DYOR disclaimers: https://t.co/gmEAlE7LxZ
Jeremy Allaire - jda.... @jerallaire
164K Followers 2K Following Co-founder & CEO of Circle @circle Open internet platforms, crypto, bitcoin, human and civil rights. $USDC
MellowRK @mellowrk_lion
16K Followers 32 Following 2020 +1369%; 2021 +19%; 2022 -20%; 2023 +62%; 2024 +50%; Unlike the frauds that proliferate X, I POST MY BROKERAGE STATEMENTS quarterly to show my returns ;)
Roger @rdd147
3K Followers 504 Following
Shahar Cohen (Lucid C... @LucidCap
6K Followers 481 Following We're time-travelers disguised as tech investors, harnessing our SW engineering background, PM experience, and strategy roots to see through the tech forests
OSINTtechnical @Osinttechnical
1.1M Followers 866 Following PAI enjoyer, OSINT guy @hntrbrkmedia, my views/freezing cold takes are my own. For full disclosures, visit https://t.co/JOtQx4pI3e.
Victaurs @victaurs
5K Followers 2K Following We cover macro, fintech, banks, credit, crypto and spot the turns before they’re public. The sharpest desks already read us, they just don't say it out loud.
ben k @Benshooter
8K Followers 1K Following Small business owner. Top tier vehicle technician/diagnostician. Trading/markets. Amateur investigator. Critical thinker. Violence pro. NFA. Paid stock basher.
Hindsight @hindsight2121
5K Followers 2K Following rational take merchant & some stock musings. staunchly anti-Taliban. I dislike hypocrites.
SemiAnalysis @SemiAnalysis_
37K Followers 18 Following
DaRazor @akramsrazor
21K Followers 687 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
TMT Breakout @TMTBreakout
10K Followers 234 Following Top Ranked Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
Cyabra @TheCyabra
2K Followers 698 Following Leading the fight against disinformation, Cyabra's AI shields organizations by uncovering fake profiles, harmful narratives, GenAI content, and deepfakes.
Livy Research @LivyResearch
2K Followers 172 Following Fundamental equity analyst. Long/short ideas. Tech-focused. Ex-auditor. Not investment advice.
George Robertson @BickerinBrattle
19K Followers 2K Following First, was a commercial fisherman (winter Grand Banks in 70s). Expert in fixed income, equity, derivatives. Salomon, Bass, Jamie Sec, Cargill, Bass Bro. MSIM
Commentary Donald J. ... @TrumpDailyPosts
2.5M Followers 23K Following Reposting Trump’s Truth Social posts (with date/time) on X + news/commentary. Unofficial. Profile Artist: @ElenaRuseva1 Not affiliated with @realdonaldtrump.
Maj Soueidan @majgeoinvesting
17K Followers 2K Following Full-Time Microcap Investor, 30+ yrs | Tennis, Blues Guitar, Football | @GeoInvesting, @MSmicrocaps & @TeamPraaP | 200+ Multibaggers | Quality Matters
China Xinhua News @XHNews
11.8M Followers 80 Following Public media for public good. We don't pursue corporate interests, nor yield to pressure of ideological stigmatization and political bias Our App: https://t.co/uYjoablw4w
Adrien Nav 🦢🌪 @adrien_nav
822 Followers 2K Following a passion for risk taking • builder • @tickerplus
David Bailey🇵🇷 ... @DavidFBailey
105K Followers 739 Following All in on @Nakamoto. Chairman @bitcoinmagazine @TheBitcoinConf @UTXOmgmtTrends for United States
67,7 B posts
15,5 B posts
8.121 posts
6.392 posts
44,1 B posts
11,3 B posts
73,1 B posts
2.370 posts
247 B posts
11 B posts
11,1 B posts
4.588 posts
1.292 posts
144 B posts
2.107 posts
69,8 B posts
5.713 posts
16 B posts
10,4 B posts
You might like
Quartr
@Quartr_App
108K Followers
Bill Ackman
@BillAckman
1.8M Followers
App Economy Insights
@EconomyApp
222K Followers
Wasteland Capital
@ecommerceshares
120K Followers
Long Equity
@long_equity
67K Followers
Brian Stoffel
@Brian_Stoffel_
137K Followers
Beth Kindig
@Beth_Kindig
165K Followers
Markets & Mayhem 🤖
@Mayhem4Markets
245K Followers
The Transcript
@TheTranscript_
91K Followers
Jamin Ball
@jaminball
84K Followers
Stock Market Nerd
@StockMarketNerd
179K Followers
Rihard Jarc
@RihardJarc
58K Followers
Mostly Borrowed Ideas
@borrowed_ideas
144K Followers
Leandro
@Invesquotes
53K Followers
DaRazor
@akramsrazor
21K Followers