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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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GS

The Goldman Sachs Group, Inc.Clear split
Close 886.52 (2026-10-15)28 days -6.8%1Y +15.4%28 d mentions 27

Stance mix of tracked accounts 15 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
3
Neutral
2
No stance
7
Bearish
3
Accounts BullNeuBearNone
@jam_croissantViews ›0010
@RedDogT3Views ›1212
@leadlagreportViews ›0200
@bespokeinvestViews ›0200
@TrendSpiderViews ›0201
@SJosephBurnsViews ›0001
@ripster47Views ›0003
@jimcramerViews ›2000
@petenajarianViews ›0001
@LukeGromenViews ›0001
@IBDinvestorsViews ›1000
@carlquintanillaViews ›0001
@DanielTNilesViews ›0010
@amitisinvestingViews ›1000
@Mr_DerivativesViews ›0010

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

Bull case
  • 2Fundamentals
  • 1Technicals
  • 1Valuation
  • 1Catalyst
  • @amitisinvesting: @amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.
  • @jimcramer: @jimcramer expects some upgrades of Goldman Sachs and nice price target boosts.
  • @IBDinvestors: @IBDinvestors: Goldman Sachs jumps on earnings.
Bear case
  • 2Technicals
  • 2Fundamentals
  • @Mr_Derivatives: Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
  • @DanielTNiles: $KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.
  • @RedDogT3: @RedDogT3 urges caution this week: $SPY is near all-time highs but breadth is weak (the average momentum stock is down about 55% YTD and the average S&P 500 stock about 17%), semis and memory are breaking down ($MU below its 8- and 21-day, $SNDK below its 50-day, $WDC below its 200-day), $GS remains technically damaged, and $JPM sits near its 200-day around $325 ahead of earnings, PPI and CPI. He says $SPY stays constructive above $773 to $775 with a breakout possible above $779 and $781, and $QQQ's inverted head-and-shoulders holds above $743. He likes $META if $711 holds, with a move above $729 opening a retest of $779 and @RedDogT3 seeing $850+ by year-end if it clears $779 (he trades $METU, which needs to clear $30.74), and is watching $SPCX hold $160 for a breakout through $167 to $167.50 and $TSLA hold $379 for a breakout above $388.

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 · Short term · Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
2026-10-14 20:05 HKT Original post ↗
No stance
Technicals · @ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
2026-10-14 12:03 HKT Original post ↗
Bullish First call
Fundamentals · @amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.
2026-10-14 09:20 HKT Original post ↗
Bearish First call
Fundamentals · Short term · $KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.
2026-10-14 08:05 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
No stance
Sentiment · Medium term · (Reposted by @carlquintanilla) @edzitron highlights that investors told JPMorgan and Goldman they are "full up on data center debt", making data center deals harder.
2026-10-14 06:16 HKT Original post ↗
Bullish First call
Catalyst · Short term · @jimcramer expects some upgrades of Goldman Sachs and nice price target boosts.
2026-10-14 02:35 HKT Original post ↗
Bullish First call
Fundamentals · Short term · @IBDinvestors: Goldman Sachs jumps on earnings.
2026-10-13 23:45 HKT Original post ↗
No stance
Basis not tagged · @LukeGromen recalls 2006 demand for real estate sign frames and in 3Q07 hearing Goldman Sachs stopped buying subprime mortgages from a big originator, after which he went 100% cash.
2026-10-13 21:46 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @petenajarian) @jonnajarian shares the 1pm Rebel's Edge lineup with @petenajarian, covering #VIX, $VFC, $GS, $SNDX and $JPM, plus Najarian Sports. No view is given.
2026-10-13 21:41 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
Neutral First call
Fundamentals · @leadlagreport: equity desks boomed while bond desks shrank: equities JPMorgan +49%, Goldman +72%; fixed income JPMorgan -4%, Goldman FICC -1%. Jamie Dimon says rising rates "continue to shift under the surface."
2026-10-13 21:07 HKT Original post ↗
Scott Redler @RedDogT3Views ›
Neutral strengthened (was Bearish)
Technicals · @RedDogT3 comments that $GS "had to fall a few hundred points first", with no further detail.
2026-10-13 21:04 HKT Original post ↗
Neutral First call
Fundamentals · @TrendSpider says $GS crushed Q3 earnings, with EPS of $17.01 vs $13.08 expected and sales of $18.7B vs $16.7B expected. The stock is up 4.69%.
2026-10-13 20:11 HKT Original post ↗
No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Neutral First call
Basis not tagged · @bespokeinvest notes banks headline tomorrow’s earnings with JPMorgan Chase $JPM, Goldman Sachs $GS, Citigroup $C, and Wells Fargo $WFC reporting before the open. Johnson & Johnson $JNJ, UnitedHealth $UNH, Albertsons $ACI, and Domino’s Pizza $DPZ also report.
2026-10-13 05:30 HKT Original post ↗
Cem Karsan 🥐 @jam_croissantViews ›
Bearish First call
Technicals · Medium term · （@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。
2026-10-08 22:22 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 26 posts · Bull 5 / Bear 3
    @RedDogT3: @RedDogT3 comments that $GS "had to fall a few hundred points first", with no further detail. (Neutral)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 1
    @jam_croissant: （@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。 (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

GS Bearish2026-10-14 20:05 HKTOriginal post ↗

Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!

See original

Financials last 24 hrs off earnings: $GS red $JPM red $WFC red $MS red $BAC red $C red OUCH!!!!

Reasoning: Fundamentals · Short term

GS Bullish2026-10-14 09:20 HKTOriginal post ↗

@amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.

See original

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Q3 2026 earnings season got underway with reports from JPMorgan $JPM, Goldman Sachs $GS, Citigroup $C, and Wells Fargo $WFC, delivering a mixed but generally resilient picture for the banking sector. Goldman Sachs led the group with a standout quarter, posting its second-best revenue quarter ever as equities trading surged 72%, while Citigroup reported its strongest third quarter in a decade, driven by strength in services, wealth management, and equities. JPMorgan delivered a rare earnings miss despite raising its 2026 net interest income outlook, and Wells Fargo beat on earnings but missed on revenue. Across the sector, banks continued to describe the U.S. consumer as resilient, highlighted ongoing AI-driven corporate investment, raised or maintained optimistic net interest income expectations, and pointed to strong equity trading activity, while cautioning that sticky inflation, higher-for-longer interest rates, elevated valuations, and geopolitical risks remain key challenges heading into 2027. 2. Bank of America said 10-year U.S. Treasury yields may need to approach 6% before investors meaningfully rotate out of stocks and into bonds, according to its latest Global Fund Manager Survey. The survey found 76% of respondents expect the Fed to leave rates unchanged in October, while technology allocations climbed to their highest level since August 2020 and long semiconductors remained the market’s

Reasoning: Fundamentals

GS Bearish2026-10-14 08:05 HKTOriginal post ↗

$KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.

See original

$KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Expectations were low. But despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today w/ KBWB -1.4%. I remain circumspect into Q3 earnings given the poor start from this important sector.

Reasoning: Fundamentals · Short term Specific

GS Bullish2026-10-14 02:35 HKTOriginal post ↗

@jimcramer expects some upgrades of Goldman Sachs and nice price target boosts.

See original

I have to believe we get some upgraders of Goldmans Sachs and some nice price target boosts

Reasoning: Catalyst · Short term

GS Bullish2026-10-13 23:45 HKTOriginal post ↗

@IBDinvestors: Goldman Sachs jumps on earnings.

See original

Goldman Sachs Jumps On Earnings https://www.investors.com/news/jpmorgan-chase-goldman-sachs-earnings-wells-fargo-citigroup/

Reasoning: Fundamentals · Short term

GS Bullish2026-10-13 21:17 HKTOriginal post ↗

@jimcramer is loving Goldman here and thinks the WFC selloff is overdone.

See original

Loving Goldman here; thinking WFC overdone

Reasoning: Valuation · Short term

No-stance mentions (10)
GS No stance2026-10-14 12:03 HKTOriginal post ↗

@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.

See original

💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.

Image 1 ↗

Reasoning: Technicals

GS No stance↻ Repost of @edzitron2026-10-14 06:16 HKTOriginal post ↗

(Reposted by @carlquintanilla) @edzitron highlights that investors told JPMorgan and Goldman they are "full up on data center debt", making data center deals harder.

See original

Investors told JPMorgan and Goldman that they're "full up on data-center debt," hoo boy

Reasoning: Sentiment · Medium term

GS No stance2026-10-14 01:30 HKTOriginal post ↗

@TrendSpider promotes its Sidekick tool for checking who beat or missed earnings and how the market reacted, citing $GS $UNH $C as examples. The post itself gives no view on those names.

See original

Earnings made easy... Who beat? Who missed? How did the market react? One prompt. Sidekick handles the research using real market data. Just ask. $GS $UNH $C https://trendspider.cc/EarningsSearch

Image 1 ↗ Image 2 ↗ Image 3 ↗

Reasoning: Not tagged by analyst

GS No stance2026-10-13 21:46 HKTOriginal post ↗

@LukeGromen recalls 2006 demand for real estate sign frames and in 3Q07 hearing Goldman Sachs stopped buying subprime mortgages from a big originator, after which he went 100% cash.

See original

Circa 2006 we heard a company that made metal real estate "For Sale" sign frames could not keep up w/ demand In 3q07, we heard Goldman Sachs had told one of the biggest subprime originators in the US that GS had stopped buying subprime mortgages. I went to 100% cash after that.

Reasoning: Not tagged by analyst

GS No stance↻ Repost of @jonnajarian2026-10-13 21:41 HKTOriginal post ↗

(Reposted by @petenajarian) @jonnajarian shares the 1pm Rebel's Edge lineup with @petenajarian, covering #VIX, $VFC, $GS, $SNDX and $JPM, plus Najarian Sports. No view is given.

See original

Rebel’s Edge 🏴‍☠️ 1pm Line up: #VIX $VFC $GS $SNDX $JPM 🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian Gio Lopez, Run Game #ITSNOTANOPTION 📙

Image 1 ↗

Reasoning: Not tagged by analyst

GS No stance2026-10-13 21:25 HKTOriginal post ↗

@RedDogT3 argues for trading less now: the market is near all-time highs but momentum is deteriorating, breakouts are failing and former leaders are breaking down. $SPY is less than 2% below its high, held up by a few mega-caps, while $QQQ is weakening; he watches $773 to $775 on $SPY as near-term support. $JPM first fell $8 to $11 after earnings, slipping below its 200-day near $325, then recovered above $340; he holds no $JPM, $GS or $WFC and suggests waiting a day or two after bank earnings. He exited semis last week after the failed $SNDK reversal and its break below the 50-day; $MU suffered a bull trap with the 100-day as the next downside reference; $NVDA had one of the weakest breakouts to new highs, failed to hold $243 and lost its $236 pivot, and after about six down sessions is nearing its 50-day with $224.92 and $221.09 as references. An oversold bounce could trigger semis short covering, but that is not a return to leadership. $META is more constructive, and holding around $727 supports the bullish structure. $TSLA keeps producing broken bounces, with $368 as support and a reclaim of $377.58 improving the picture. He advises not chasing bounces, cutting unnecessary exposure and protecting capital.

See original

📺 WHY TRADING LESS IS THE RIGHT APPROACH NOW + BANK EARNINGS + CAN $NVDA, $MU & $SNDK BOUNCE BACK? + $META STILL STRONG + $TSLA STUCK IN CHOP The market remains close to all-time highs, but beneath the surface, momentum is deteriorating, breakouts are failing, and former leaders are breaking down. This is NOT an environment to force trades. Sometimes doing less is the smartest strategy. * $SPY remains less than 2% below all-time highs, supported by a handful of mega-cap leaders. But $QQQ is weakening, and many individual stocks are struggling. Watch $773–$775 on $SPY as an important near-term support zone. The indices look healthier than the average momentum stock. * Bank earnings are coming out. $JPM initially dropped $8 following earnings, with losses extending to $11 as the stock slipped below its critical 200-day moving average near $325. Failure to reclaim that level could weigh on financials and broader market sentiment. UPDATE: $JPM above $340. Banks tend to be noisy after earnings, so waiting a day or two for clearer direction makes sense. I don't have $JPM $GS or $WFC. * I exited semiconductor positions last week after $SNDK failed reversal signaled trouble. Its subsequent break below the 50-day confirmed deteriorating momentum. $MU also suffered a significant bull trap, with its 100-day moving average becoming the next important downside reference. $NVDA delivered one of the weakest breakouts to new all-time highs we've seen in a major leader. It

Image 1 ↗

Reasoning: Technicals · Short term Specific

GS No stance2026-10-13 21:24 HKTOriginal post ↗

@ripster47 shares a free Tuesday trading gameplan from @TENETTRADEGROUP covering $GS $JPM $MU $SKHY, with news plays, earnings plays, market plays and upgrades/downgrades. No view is given in the post.

See original

Free Tuesday Trading Gameplan $GS $JPM $MU $SKHY News Plays, Earning Plays, Market Plays & Upgrade Downgrades Courtsey @TENETTRADEGROUP

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Reasoning: Not tagged by analyst

GS No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

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Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

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Reasoning: Not tagged by analyst

GS No stance2026-10-13 16:48 HKTOriginal post ↗

Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.

See original

Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF

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Reasoning: Not tagged by analyst

GS No stance2026-10-10 03:55 HKTOriginal post ↗

REST UP! Big week coming with CPI PPI $JPM $GS $C $ASML $BAC $UNH and more! Get Monday's game plan: 📩 https://t3live.com/rd

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Reasoning: Not tagged by analyst Specific

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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