The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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DKNG

DraftKings Inc.Small cap (market cap < $50B)Clear split
Close 18.90 (2026-10-16)28 days -13.1%1Y -44.6%28 d mentions 2

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

BullishNeutralNo stanceBearish
Bullish
1
Neutral
0
No stance
0
Bearish
1
Accounts BullNeuBearNone
@StockJabberViews ›1000
@Mr_DerivativesViews ›0010

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

Bull case
  • 1Basis not tagged
  • @StockJabber: $DKNG and $SERV are my two favorite ideas!
Bear case
  • 1Fundamentals
  • @Mr_Derivatives: $DKNG stock is down 55% since Kalshi got into sports betting and down 49% since Polymarket got into sports betting, now hitting fresh 3.5-year lows.

Clear split. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish First call
Fundamentals · Medium term · $DKNG stock is down 55% since Kalshi got into sports betting and down 49% since Polymarket got into sports betting, now hitting fresh 3.5-year lows.
2026-10-19 04:45 HKT Original post ↗
Bullish First call
Medium term · $DKNG and $SERV are my two favorite ideas!
2026-10-14 08:07 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 2 posts · Bull 1 / Bear 1
    @Mr_Derivatives: $DKNG stock is down 55% since Kalshi got into sports betting and down 49% since Polymarket got into sports betting, now hitting fresh 3.5-year lows. (Bearish)
  • 10/6–10/12 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 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

DKNG Small cap Bearish2026-10-19 04:45 HKTOriginal post ↗

$DKNG stock is down 55% since Kalshi got into sports betting and down 49% since Polymarket got into sports betting, now hitting fresh 3.5-year lows.

See original

$DKNG stock down 55% since Kalshi got into sports betting. $DKNG stock down 49% since Polymarket got into sports betting. $DKNG stock now hitting fresh 3.5% year lows... Eeeeesh...

Image 1 ↗

Reasoning: Fundamentals · Medium term

DKNG Small cap Bullish2026-10-14 08:07 HKTOriginal post ↗

$DKNG and $SERV are my two favorite ideas!

See original

@jeremie0117 $DKNG and $SERV are my two favorite ideas!

Reasoning: Medium term

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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