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: Two consumer beats this week were partly paid for by Washington.
$PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank.
$LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat.
Refunds are one-time. The shopper is the trend.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: Two consumer beats this week were partly paid for by Washington.
$PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank.
$LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat.
Refunds are one-time. The shopper is the trend. (Bearish)Two consumer beats this week were partly paid for by Washington. $PEP: core operating profit +3%, with 4 points from tariff refunds. Ex-refund, it shrank. $LEVI: adj. EPS +41% reported, +9% ex the refund. DTC comps flat. Refunds are one-time. The shopper is the trend.
Reasoning: Fundamentals · Short 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