It doesn't help that @CNBC got the $AMZN revenue guide wrong in their on air reporting (falsely indicating a big beat for next Q)....

$NFLX is a 1Q beat on paid net subscriber adds using one of the major Consensus providers, but a miss using the other :::shrugs::: @CNBC cites a beat on air. 2Q paid net subscriber adds "similar" to 1Q = a miss using either source.

"What are you eating in Japan, Warren?" "Coke and Hershey's Kisses" $KO $HSY @CNBC

We're calling a penalty on this - if you use either @Refinitiv or @FactSet (both of which represent Wall Street), $TSLA missed their delivery estimate (@Reuters cites Refinitiv). Lots of variance in "Consensus" in this case.

$TSLA 1Q'23 deliveries out just now with a modest overall beat - multi-year history below:

Are they (@CNBC ) still incessantly marketing a paid subscription to @jimcramer’s investment advice?

What's the bullishness in $NFLX today? I see rumors about a potential $AAPL partnership but I don't get that.. Also folks pointing to TikTok ban w/ $SNAP also outperforming, but that also doesn't make sense... Is there alternative data out from @yipitdata or the like?

$CHWY sees Adj. EBITDA margins flat to -50bps Y/Y in FY'23... Consensus saw +70bps on a more pessimistic sales outlook. Problematic? Not a great day for $WOOF either.

CEO here picked a great day to retire:

You heard it here first:

Powell will have to cut rates before the market opens.

@BigBullCap If they don't have an emergency meeting before then....

$WFC better be at the door of $SIVB as a potential suitor - who is in better need of goodwill with regulators and customers than the proverbial punching bag of the last decade. Geographically it fits too...

How many weeks before they unhalt $SIVB?

How many weeks before the unhalt $SIVB?

Our $TSLA Investor Day recap:

Our $TSLA Investor Day recap:

@JonahLupton @figma I think the problem here is that the original sell-off on the deal announcement was investors who didn't want to be a part of the deal rotating out. Now $ADBE is left with the investors OK with the deal and not getting the deal. Also - is $ADSK weighing on it?

Where's the $QQQ today with an $NVDA miss?

$NVDA comes out on top of sky high expectations - semis names guiding down left and right but here we see Rev / GM both well ahead for 1Q...

Speaking of disappearances - where are $NVDA earnings? Usually a 4:20 ET release, on the dot.

Retail sales data out at 8:30AM ET - Consensus calls for a 2% m/m increase. Our table looks at the most overbought and oversold names on a 7-day RSI (thresholds 70/30 respectively) $AN $FIVE $ANF $LOVE $ULTA $KR $WRBY $SG $DPZ $DG $W

$PLTR forward Consensus revisions in response to earnings... What matters more here, growth or profitability, and where's the trade-off level? Side note - CNBC stated, on air, that $PLTR was looking at potentially selling itself. We couldn't find this quote. Anyone else see it?