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What the street is doing, not what I think

What top X accounts are doing, not what I think

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CMCSA

Comcast CorporationEarnings 10/22Partly aligned
Close 21.90 (2026-10-16)28 days -3.7%1Y -20.9%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
1
Bearish
1
Accounts BullNeuBearNone
@GerberKawasakiViews ›0010
@OptionsMikeViews ›0001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 1Fundamentals
  • @GerberKawasaki: Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
No stance
Catalyst · @OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.
2026-10-18 21:13 HKT Original post ↗
Bearish First call
Fundamentals · Long term · Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa
2026-10-09 22:03 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 1 posts · Bull 0 / Bear 0
    @OptionsMike: @OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image. (No stance)
  • 10/6–10/12 · 1 posts · Bull 0 / Bear 1
    @GerberKawasaki: Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa (Bearish)
  • 9/29–10/5 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/22–9/28 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

CMCSAEarnings 10/22 Bearish2026-10-09 22:03 HKTOriginal post ↗

Sadly between Comcast, Disney and paramount, the entertainment industry is about to see a lot of layoffs. Will never be the same again... the kids don't relate to most of the content anymore. YouTube and gaming is much bigger than Hollywood... $dis $skyd $cmcsa

Reasoning: Fundamentals · Long term

No-stance mentions (1)
CMCSAEarnings 10/22 No stance2026-10-18 21:13 HKTOriginal post ↗

@OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.

See original

Huge Earnings Week on Deck!!! $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI

Image 1 ↗

Reasoning: Catalyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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