Consensus Media

Please follow @sourceoftruths and visit for my hobby side quest. MANY THANKS! Tweets not investment advice. Often sarcastic.

[Consensus Media @ConsensusGurus]

An AI Infra Name That's Too Hot? Previewing Ciena's Consensus Expectations $CIEN

Consensus Estimates with Historical Valuation Context

https://t.co/qoDteU3mD1

[Consensus Media @ConsensusGurus]

In Need of (a lot) More Upside: Recapping CrowdStrike's Actuals vs. Consensus $CRWD

[Consensus Media @ConsensusGurus]

How can I have Claude resume tasks once usage replenishes? Is there an easy automation either via scheduled tasks or externally to resolve this? Using desktop version

[Consensus Media @ConsensusGurus]

@jayyeh Lots of great NYC lists: https://t.co/elfa4P2PMz

[Pochard Capital Management @PochardCapital]

@pappageorge @negligible_cap If you spend 10 minutes with the average IR guy you’ll know how this happens

[Consensus Media @ConsensusGurus]

@DBX01980103 Seen Celsius on sale a couple times over the years, and once at the outset of a real growth slowdown. Never seen it for monster but also haven’t been watching for it.

[Consensus Media @ConsensusGurus]

This can’t be good for $CELH can it?

[Consensus Media @ConsensusGurus]

@DBX01980103 New for Alani, maybe means nothing

[Consensus Media @ConsensusGurus]

https://t.co/6rOQUi9KkK

[Consensus Media @ConsensusGurus]

I think I have to re-write my research engine given The Spaniard missed the cut

[Consensus Media @ConsensusGurus]

Wanting More: Recapping Broadcom's Actuals vs. Consensus $AVGO

https://t.co/fKgcRdxAxy

[Consensus Media @ConsensusGurus]

Link:
https://t.co/nzzMowEr9V

[Consensus Media @ConsensusGurus]

In Need of (a lot) More Upside: Recapping CrowdStrike's Actuals vs. Consensus $CRWD

[Consensus Media @ConsensusGurus]

@nyr2299 Solid print, priced in though.

[Consensus Media @ConsensusGurus]

*FIVE BELOW COMP SALES +23%, +18% EST

[Consensus Media @ConsensusGurus]

$FIVE is about to crush results all because of squishy dumplings, aren't they

[Consensus Media @ConsensusGurus]

$FIVE is about to crush results all because of squishy dumplings, aren't they

[Consensus Media @ConsensusGurus]

What's going on in Cisco $CSCO all of the sudden?

[Consensus Media @ConsensusGurus]

CrowdStrike out at 4:05 PM ET $CRWD
Broadcom out at 4:15 PM ET $AVGO

We'll have recaps for both posted ASAP @ https://t.co/WACwbSTHHj

[Consensus Media @ConsensusGurus]

What is Hock Cooking? Previewing Broadcom's Consensus Expectations

Consensus Estimates Layered Over Historical Valuation Context

$AVGO

https://t.co/OVQ4t6xk7B

[Consensus Media @ConsensusGurus]

An AI Infra Name That's Too Hot? Previewing Ciena's Consensus Expectations $CIEN

Consensus Estimates with Historical Valuation Context

https://t.co/qoDteU3mD1

[Consensus Media @ConsensusGurus]

Bessent is a treasure

[Nick Sortor @nicksortor]

🚨 TILLIS TO BESSENT: Did you tell Director Pulte you’d punch him in the face?

BESSENT: “No sir — I actually said I was going to kick his ASS!”

LMAOOOO ☠️

[Consensus Media @ConsensusGurus]

Attempting to de-Claude the site step by step: https://t.co/elfa4P2PMz