Consensus Media

Heavy satire. Tweets are not investment advice.

[Consensus Media @ConsensusGurus]

Earnings Edge for Thursday: Setups for Cisco, Applied Materials, Nebius, Cerebras, Nu Holdings, Twist Bioscience, Figure Technology, YETI, DLocal, Ondas, Intuitive Machines, and Many More

$CSCO $AMAT $NBIS $CBRS $YETI $DLO $ONDS $LUNR

https://t.co/gRlsU4CTtd

[Consensus Media @ConsensusGurus]

Guys if he was canoodling in the hotel bar that means everyone in his orbit and beyond already knew

[Consensus Media @ConsensusGurus]

So, uh, was this absurd 70% revenue growth number just a hail mary knowing the walls were closing in? Will $NVDA really go from $400B of revenue to $700B in the next 15 months?

[Consensus Media @ConsensusGurus]

Ngl if I’d seen Jensen’s board picture here earlier I would’ve stopped trusting him at that time

[Consensus Media @ConsensusGurus]

Ngl if I’d seen Jensen’s board picture here earlier I would’ve stopped trusting him at that time

[Consensus Media @ConsensusGurus]

@designmom If you believe this (which I don’t think you actually do), you have no clue how modern media works.

[Consensus Media @ConsensusGurus]

@blondesnmoney Dude I’m watching Saul now

[Consensus Media @ConsensusGurus]

Meta's Muse never stops working for you, no matter how little you pay it (I don't pay it anything):

[Consensus Media @ConsensusGurus]

*NVIDIA WORKING WITH OUTSIDE FIRM TO FIND POSSIBLE NEW CEO

[Consensus Media @ConsensusGurus]

I have someone who can step in

[Consensus Media @ConsensusGurus]

$PLCE trading like Jensen is going to take over

[Consensus Media @ConsensusGurus]

*GLOBAL AI TRADE UNRAVELS AS NVIDIA CEO DISCOVERED TO LIKE SEXY TIME

[Consensus Media @ConsensusGurus]

Would love to see a career arc where Jensen takes 12 months off and then becomes Intel CEO

[Consensus Media @ConsensusGurus]

@jnconkle What demand is Nvidia actually sacrificing if Jensen leaves, and why is AVGO taking so much of it?

[Consensus Media @ConsensusGurus]

Should we really be sending $AVGO +5% here?

[Consensus Media @ConsensusGurus]

Google soaring like people will actually buy their TPUs

[Consensus Media @ConsensusGurus]

*COREWEAVE EYES AT LEAST $4B FROM INVESTMENT-GRADE LOAN SALE

Good timing

[Consensus Media @ConsensusGurus]

I don't think this deal is going through

[Consensus Media @ConsensusGurus]

*NVIDIA, APPROACHING $5T MARKET CAP, IN TALKS TO BUY ITALY FOR COMPANY RETREATS AND FOOD SUPPLY

[Consensus Media @ConsensusGurus]

*NVIDIA SET TO FIRE JENSEN HUANG: WSJ

Goodness

[Consensus Media @ConsensusGurus]

If only there were signs (content from @blondesnmoney )

[Consensus Media @ConsensusGurus]

$AMD and $AVGO up again

[Consensus Media @ConsensusGurus]

If only there were signs (content from @blondesnmoney )

[Consensus Media @ConsensusGurus]

I have someone who can step in

[Consensus Media @ConsensusGurus]

If only there were signs (content from @blondesnmoney )

[Consensus Media @ConsensusGurus]

If only there were signs (content from @blondesnmoney )

[Consensus Media @ConsensusGurus]

*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT

Fudge

[Consensus Media @ConsensusGurus]

*JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT

Fudge