Consensus Media
@ConsensusGurus
Attempting to lay down Consensus views to better inform decision making. Often sarcastic, and often ranting. Do your own due diligence.
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Earnings Setups Through The Monday After Thanksgiving: Alibaba, Dell, Zscaler, Zoom Video, Abercrombie, Best Buy, Autodesk, Deere, Dick's, Workday, and Many More $BABA $DELL $ZS $ZM $ANF $BBY $ADSK $DE $DIKS $WDAY earnings-edge.com/p/earnings-set…
Looks like the homebuilders have NOT bottomed. This is in a major Texas market. $DHI $LEN $PHM
Crazy. That was 12 finished unsold homes I have. Corporate nearly having a fire sale now big price drops this week. Three of them sold this weekend. Latest… $310,000 base+options….Sale price — $235,000 I don’t see how they could make money on those @ConsensusGurus
You’ll never guess when Google topped out this morning (give or take a few minutes)
Buy $GOOGL everyday at 3:59PM and sell it at 10:00AM the next day. Rinse, repeat.
Rinse and repeat
Buy $GOOGL everyday at 3:59PM and sell it at 10:00AM the next day. Rinse, repeat.
Hmmmm
$GOOGL vs $MSFT I think Google will win the AI race. Massive dataset collection through android, superior software, huge training material available from gmail / search engine experience. Have a hunch they have a custom gpu in the works. One of the few tech names I am long
Something tells me Nvidia won’t still be earning north of 70% gross margins by 2032… $NVDA $AMD $GOOGL $TSM
Breaking: Sources close to LSU say Eliah Drinkwitz is now the internal favorite to land the job, citing financial issues associated with Lane Kiffin guarantees.
Buy $GOOGL everyday at 3:59PM and sell it at 10:00AM the next day. Rinse, repeat.
So everyone involved with GPU buildout is going bankrupt and Alphabet / Google $GOOGL will rule the world on TPUs, huh....
Earnings Setups Through The Monday After Thanksgiving: Alibaba, Dell, Zscaler, Zoom Video, Abercrombie, Best Buy, Autodesk, Deere, Dick's, Workday, and Many More $BABA $DELL $ZS $ZM $ANF $BBY $ADSK $DE $DIKS $WDAY earnings-edge.com/p/earnings-set…
*HOMEBUILDERS SOAR AS INDUSTRY COALITION LAUNCHES NEW HOUSING MODEL THAT HARVESTS ENERGY FOR AI DATA CENTERS
So everyone involved with GPU buildout is going bankrupt and Alphabet / Google $GOOGL will rule the world on TPUs, huh....
Imagine where $TSLA might've ended up today if not for someone buying ~15,000 $800 strike calls; lol is this straight from the Curacao trust?
Hey @Lane_Kiffin - just drawing this to your attention, for your safety and the safety of your family!
It is a one horse race actually; Lane will be heading to Gainesville. Ole Miss will interview Billy Napier to replace Lane, ironically. They will then hire Ryan Silverfield. LSU's search will continue on into January while they fight over paying their last coach.
It’s a two horse race between Ole Miss and LSU for Lane Kiffin. Florida is out. As for LSU and Ole Miss, they both need clarity fairly quickly, and hopefully that comes by the start of next week, at least internally. For Florida, it would be best if they start looking at other…
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