The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @ripster47Views › | 0 | 0 | 0 | 1 |
 @leadlagreportViews › | 0 | 0 | 1 | 0 |
@leadlagreport: $APLD nearly tripled revenue consensus and lost almost 12 times more than a year ago. Same quarter, same mechanism.
$183.5M of the $341.9M was tenant fit-out work. Base rent was $65.8M.
Fit-out is construction. Rent services the debt, and the debt prices off a 5.3% 10-year.Partly aligned. No clearly opposing views so far.
@leadlagreportViews ›@ripster47Views ›@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。@leadlagreport: $APLD nearly tripled revenue consensus and lost almost 12 times more than a year ago. Same quarter, same mechanism.
$183.5M of the $341.9M was tenant fit-out work. Base rent was $65.8M.
Fit-out is construction. Rent services the debt, and the debt prices off a 5.3% 10-year. (Bearish)$APLD nearly tripled revenue consensus and lost almost 12 times more than a year ago. Same quarter, same mechanism. $183.5M of the $341.9M was tenant fit-out work. Base rent was $65.8M. Fit-out is construction. Rent services the debt, and the debt prices off a 5.3% 10-year.
Reasoning: Fundamentals · Medium term Specific
（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@TENETTRADEGROUP