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
-
Following470
-
Likes21K
Do we even need credit bureaus anymore?
Higher we go, yet again.
*TESLA LEADS ALL MAG7 LOWER AS PANIC ERUPTS THAT THE COMPANY IS BECOMING A TRADITIONAL AUTOMOTIVE COMPANY AGAIN
*TESLA LEADS ALL MAG7 LOWER AS PANIC ERUPTS THAT THE COMPANY IS BECOMING A TRADITIONAL AUTOMOTIVE COMPANY AGAIN
Started what I thought would be a good, wholesome book for the 4.5 year old last night, The Secret Garden, and BAM - everyone dies of cholera in the first chapter leaving the main character an orphan. Spent more time explaining what was happening than actually reading text...
Annnnd it's gone:
Annnnd it's gone: https://t.co/ryBrtrvZC1
Something a bit fishy here - China and Europe sales down Y/Y and web traffic to the Model Y ordering page spent the entirety of the quarter down-to-flat Y/Y, yet Model Y deliveries grew ~15% for Tesla:
Something a bit fishy here - China and Europe sales down Y/Y and web traffic to the Model Y ordering page spent the entirety of the quarter down-to-flat Y/Y, yet Model Y deliveries grew ~15% for Tesla: https://t.co/RgIc8SG5xv
Tesla sold 497k cars in 3Q vs. the 489k market Consensus (headlines will reflect extremely stale 439k unit sales concocted by sell side Neanderthals) $TSLA
Consensus Media retweeted
@KeithMcCullough Straight up since!
Consensus Media retweeted
@partners_road @YankeeGehrig4 @SilbergleitJr How do you write an upgrade of Carvana today, at this point in the cycle, and with recent events in ABS markets, and not once mention the Carvana loan pipeline?
Elon must really hate the direction that Netflix went with the final edits of the forthcoming SpaceX documentary
Elon must really hate the direction that Netflix went with the final edits of the forthcoming SpaceX documentary
Alibaba $BABA +3.5% in overnight... we're still only at ~27x rearview earnings, full historical context:
Wayfair $W going after Gary's 60% off sales at $RH:
What a rollercoaster - Rocket goes from $20.62 to $18.67 all in about 3 minutes of cash trading + AH. $RKT
What a rollercoaster - Rocket goes from $20.62 to $18.67 all in about 3 minutes of cash trading + AH. $RKT https://t.co/ljZL131xgt
Guys this Rocket $RKT news was a known known, no need to sell it -5%
Here's the actual reason for the $WIX selloff: developer.salesforce.com/blogs/2025/10/…
Here's the actual reason for the $WIX selloff: developer.salesforce.com/blogs/2025/10/…
Just wait until Mamdani gets communist control of the NY City MLS
*INTEL IN EARLY TALKS TO ADD AMD AS A FOUNDRY CUSTOMER: SEMAFOR If so it makes sense that gpu quality will continue to be an issue
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 593 Following Increasing efficiency and precision in qualitative public market research.
Kaushik @Wiseman_Cap
105K Followers 876 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
180K 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
116K 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
Prepared Remarks @P_Remarks
24K Followers 929 Following
MT Capital @MT_Capital1
21K Followers 1K Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇|
Idea Hive @ideahive
55K Followers 446 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 849 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 💰👇
e - superiorreturns @superiorreturn1
87 Followers 324 Following
jjsteinberg @jjsteinberg
827 Followers 7K Following viewing healthcare from @MontefioreNYC in the Bronx @EinsteinMed @EinsteinPath
Blend @dreblend
2 Followers 33 Following
Work Burner @WorkBurner2
4 Followers 108 Following
Twinkle Queen @QueenTwinkle199
20 Followers 1K Following Chasing sunsets & dreams 🌅 ,Girl with a grateful heart 💖 , Living life with love & positivity ✨
Torpedo Trading @TorpedoTrading
179 Followers 181 Following Experienced trader/investor managing personal portfolio for side income.
Yonatan Yahalomi @YahalomiYonatan
35 Followers 169 Following
Mitch Kaufman @K6000M
7 Followers 2K Following
alol @bullonthewall
38 Followers 321 Following
Aaron Lanni @lanaar2
166 Followers 1K Following
FourMileRun Capital @4MileRunCapital
276 Followers 840 Following "Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it." Always know what you own and why you own it.
Tim Coffee @TimCoffee1
250 Followers 2K Following
Lad @LadarinOnX
61 Followers 256 Following I create predictions and watch as they pan out. Professional room reader
Y @mojo_s0_d0pe
211 Followers 552 Following
Raj @TheMontclairDad
284 Followers 2K Following I invest in companies. Its an art, not a science so be careful what you're quantifying and who you're listening to. Do the work. Avoid the noise.
Stockeco @stockeco_
3 Followers 23 Following
Let's Player @SuchtiZockt
158 Followers 542 Following Ich bin 18 Jahre jung, komme aus der Schweiz und mache Let's Plays auf Youtube. Besuch doch einfach meine Kanalinfo um mehr über meinen Kanal zu erfahren! =)
Perfect Hindsight @SlowLearner123
5 Followers 163 Following
Celso Martins @kabritomartins
416 Followers 755 Following
2 cents worth @2_Cents_Worthy
6 Followers 38 Following Mostly short | Too much accounting | Sometimes long
Rakan @Rakan729472
4 Followers 46 Following السوق الامريكي متخصص أُقدّم تحليلات فنية وأساسية متابعة الأسهم تواصل للاستشارات والأفكار الاستثمارية 📈
JakeBroc @BakeJroc
244 Followers 528 Following 🇮🇪🇹🇹 Flutter Global Sports Specialist🤙🏼 Rugby, Golf, NFL and more 🏌️♂️
Henry @HenryInvests
6K Followers 527 Following Analyst @Rebellionair3 | learning, primarily covering @Upstart but own other companies too. $UPST $LMND $GRND | running @MapleTreeCap | if not us, then who?!
Davide Gozzi @DavideGozzi4
130 Followers 280 Following
Wongsakorn Chairangsr... @Wongsakorn57942
10 Followers 33 Following
TVD Lovers Forever @TVDLoversForeve
46 Followers 407 Following Twitter criado para fanpage de the vampire diaries
Mrs. Maria Armstrong @ArmstrongMlmone
67 Followers 180 Following
JJ @jjineve
0 Followers 72 Following
Lilliana Moore @qtttv44595847
161 Followers 705 Following
Dema @godwindema14
96 Followers 385 Following
Lucas Pulliza @lucas_pulliza
445 Followers 3K Following ex-BCG/PE; exploring the intersection of AI & finance
Edgar @Mendezedgar__
414 Followers 812 Following 🤙🏽🧢. my thoughts and opinions don’t reflect those of my employer ! 🤙🏽
anson whitmore @grrreeenman
41 Followers 147 Following
alfian abrori @jpop_gatana
257 Followers 784 Following Only a wrong man in a wrong place also in a wrong time
StopDropnHODL @StopDropnHODL
963 Followers 410 Following
🇺🇸Carlo🇵🇷 @SoulessSamurai
827 Followers 7K Following In prosperity, our friends know us. In adversity, we know our friends - G.K. Chesterton. That feeling you have that something’s not right…You’re not the only 1.
MPurdue2010 @MPurdue2010
12 Followers 55 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 593 Following Increasing efficiency and precision in qualitative public market research.
Kaushik @Wiseman_Cap
105K Followers 876 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
Stock Market Nerd @StockMarketNerd
180K 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 402 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Jamin Ball @jaminball
85K 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
116K 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 404 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 247 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.
rubicon59 @rubicon59
21K Followers 556 Following Equities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
Manatee Research @Manateeres
6K Followers 0 Following Soft name. Hard Truths. We express opinions based on extensive diligence. Not financial advice.
Zephyr @zephyr_z9
32K Followers 515 Following Tech, AI, Semiconductors, Stocks, Finance. DMs are open
Pegasus @PegasusFund
4K Followers 377 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
19K Followers 1K 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
119K Followers 351 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
125K Followers 926 Following Who I need to be in any situation. Jacksonville Jaguars. CTFB.
Singularity Research @SingularityRes
6K Followers 822 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 931 Following Top trades based on⚡️Catalysts ❤️Sentiment 📊Fundamentals & 📈Technicals. 9am 🎥 daily stream. Analysts @smantel @benrtrader $SNES $TONX paid sponsors.
Research & Invest @R_and_Invest
714 Followers 253 Following Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
Dividend Dude @DividendDude_X
65K Followers 943 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
4K Followers 742 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
37K Followers 152 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_
40K Followers 1K Following Portfolio Manager of TURBOTECTION at @RevereAsset Management. Contact ~ [email protected]
RiverRoadPartners @partners_road
15K Followers 292 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 488 Following Prediction market enthusiast | Former head of operations @Kalshi
Aurelius @Aureliusltd28
12K Followers 730 Following everyone wants the view but nobody wants the climb
Paul Cerro @paulcerro
11K Followers 575 Following CIO @cedargrovecm multi-strategy investment fund + equity research // https://t.co/fYWgvRjtHH
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 PROVE my returns ;)
Roger @rdd147
3K Followers 503 Following
Shahar Cohen (Lucid C... @LucidCap
6K Followers 480 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 868 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_
38K Followers 18 Following
DaRazor @akramsrazor
21K Followers 688 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
11K Followers 236 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 697 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 MattersTrends for United States
58,7 B posts
38,5 B posts
38,4 B posts
243 B posts
6.920 posts
3.053 posts
31,2 B posts
55,3 B posts
30,8 B posts
116 B posts
1.541 posts
7.165 posts
1.516 posts
2.154 posts
4.179 posts
2.988 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
85K Followers
Stock Market Nerd
@StockMarketNerd
180K Followers
Rihard Jarc
@RihardJarc
58K Followers
Mostly Borrowed Ideas
@borrowed_ideas
144K Followers
Leandro
@Invesquotes
53K Followers
DaRazor
@akramsrazor
21K Followers