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Can Hock Give the AI Trade a Shot of Adrenaline? Previewing Broadcom’s Earnings
Consensus Estimates + Historical Valuation Framework + Three-Statement 2029 Consensus Financial Model
Sep 2
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Consensus Media
2
Outstanding Upside Yet Again: Recapping Dell’s Actuals vs. Consensus
Consensus Estimate Benchmarking + Valuation Context
Sep 1
•
Consensus Media
1
Is Dell DOA Tomorrow? Previewing Consensus Expectations
Valuation Context + Working Three-Statement Consensus Financial Model
Sep 1
•
Consensus Media
1
1
August 2026
Earnings Edge for the Week Ahead: Setups for Broadcom, Palo Alto Networks, Dell, Snowflake, HP Enterprise, Ciena, Credo, MongoDB, Guidewire…
Summary positioning recommendations, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s reporters.
Aug 30
•
Consensus Media
1
1
“The Next Trillion Dollar Company”: Previewing Consensus Earnings for Marvell
Historical Valuation Context + Consensus Estimates + Three-Statement Financial Model
Aug 26
•
Consensus Media
3
1
Earnings Edge for Thursday: Setups for Marvell, Autodesk, Workday, Trip.com, Affirm, Ulta Beauty, Rubrik, Best Buy, IREN, Elastic, and Many…
Full Setup and Preview Context for Every Reporter Thursday
Aug 26
•
Consensus Media
2
1
Still in the Nosebleeds: Previewing CrowdStrike’s Consensus Earnings
Cybersecurity and furniture (WSM) - our two selections for asymmetric setups to the downside for tomorrow’s earnings slate.
Aug 26
•
Consensus Media
2
1
An Atrocious Setup: Previewing Consensus Earnings for Williams-Sonoma
Historical Valuation Context + Consensus Estimates + Three-Statement Financial Model
Aug 25
•
Consensus Media
3
1
Previewing Nvidia’s Earnings: Valuation Context + Consensus Three Statement Financial Model
Historical Valuation Context with Consensus Expectations
Aug 24
•
Consensus Media
4
1
Earnings Edge for Wednesday: Setups for Nvidia, CrowdStrike, Salesforce, Synopsys, Agilent, Veeva Systems, Everpure, Williams-Sonoma, Okta…
Full Setup and Preview Context for Every Reporter Wednesday
Aug 24
•
Consensus Media
2
1
Earnings Edge for Monday/Tuesday: Setups for Intuit, PDD Holdings, Zoom Communications, DICK'S Sporting Goods, HEICO, Semtech, Box, JOYY…
Full Setup and Preview Context for Every Reporter Monday and Tuesday
Aug 23
•
Consensus Media
2
Updating the Sandisk Model for Earnings Drift + Investor Day; Extending through FYE’29
Working, dynamic, downloadable three statement quarterly financial model
Aug 19
•
Consensus Media
2
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