Claude vs the Street
Every call made on an NDX100 or SPX100 name, scored head-to-head on EPS estimate, post-earnings direction, and magnitude. The Street gets consensus EPS + rating mix; Claude gets an independent analyst estimate + a direction call. Winner = closer to actual.
Claude
7 EPS
· 4 DIR
avg magnitude error +7.5%
· 🎯 2 spot-on
vs
The Street
4 EPS
· 2 DIR
0 EPS ties · 9 DIR ties
Last 10 scored:
? ? ? ? ? C = S = =
(C = Claude · S = Street · = tie)
20calls scored
62names covered
169in universe
Latest scored
$UBER · Uber Technologies 2026-05-05
EPS
actual —
us $0.78 (off $—)
Street $0.71 (off $—)
Direction
us
🟢 UP
+2.0%
actual
🟢 UP
+8.5%
💡 Pre-print de-risk + GB-high-end-beat setup. Long into print, target +2% 1d, hold for Waymo unit-econ commentary.
Recent calls
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$ADBE Adobe Inc. 2026-06-11EPS Claude $5.88 Street $5.82 Actual ⏳DIR Claude 🟢 UP +2.5% / +4.0% 3d Actual ⏳ awaiting💡 Washed-out beat-and-cover. Long into the print, trim into +2.5%, kill fast if Q3 guide < $6.30B or Firefly net-new ARR < $430M.
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$ORCL Oracle Corporation 2026-06-10EPS Claude $2.00 Street $1.96 Actual ⏳DIR Claude 🟢 UP +4.0% / +6.0% 3d Actual ⏳ awaiting💡 Beat-and-relief-pop. Long into the print, exit at +4% / kill on first Cerner crack.
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$ADBE Adobe Inc. 2026-06-10EPS Claude $5.88 Street $5.82 Actual ⏳DIR Claude 🟢 UP +3.5% / +5.5% 3d Actual ⏳ awaiting💡 Washed-out beat-and-cover-the-shorts. Long into the print, trim into +4%, exit fast if Q3 guide flat-to-down.
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$ORCL Oracle Corporation 2026-06-08EPS Claude $2.00 Street $1.96 Actual ⏳DIR Claude 🟢 UP +3.0% / +5.0% 3d Actual ⏳ awaiting💡 Hype_neutral beat-and-modest-pop. Long into the print, trim into strength, exit fast if the call surfaces fresh Cerner cracks.
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$CRWD CrowdStrike Holdings 2026-06-02EPS Claude $1.09 Street $1.07 Actual ⏳DIR Claude 🔴 DOWN -4.0% / -2.0% 3d Actual ⏳ awaiting💡 PLTR-trap setup in its purest form. Short into the print, cover any -6%+ gap-down.
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$AVGO Broadcom Inc. 2026-06-02EPS Claude $2.45 Street $2.40 Actual ⏳DIR Claude 🟢 UP +2.0% / +3.5% 3d Actual ⏳ awaiting💡 Cleanest long setup in the cyber/AI cluster. Long into the print, trim into strength if Q3 guide < $24B.
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$PANW Palo Alto Networks 2026-06-01EPS Claude $0.84 Street $0.80 Actual ⏳DIR Claude 🔴 DOWN -3.0% / -1.5% 3d Actual ⏳ awaiting💡 Sell-the-news setup on a parabolic move. Short into the print, cover on any -5% gap-down for the CRWD/AVGO halo bounce.
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$SNPS Synopsys, Inc. 2026-05-27EPS Claude $3.22 Street $3.17 Actual ⏳DIR Claude 🔴 DOWN -2.5% / -3.0% 3d Actual ⏳ awaiting💡 Short the print into spot $530s. Cover above $545 if Ansys-integrated guide tone surprises constructive.
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$CRM Salesforce, Inc. 2026-05-27EPS Claude $3.18 Street $3.13 Actual ⏳DIR Claude 🟢 UP +4.0% / +5.5% 3d Actual ⏳ awaiting💡 Long the print. Sized as a WDAY analog into a coiled-spring setup with Agentforce ARR as the binary trigger.
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$PDD PDD Holdings Inc. 2026-05-26EPS Claude $2.10 Street $2.40 Actual ⏳DIR Claude 🔴 DOWN -3.0% / -4.0% 3d Actual ⏳ awaiting💡 Short the print. Cover into any first-hour bounce above $98 if Q2 guide tone surprises constructive.
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$WDAY Workday, Inc. 2026-05-21EPS Claude $2.55 Street $2.49 Actual ⏳DIR Claude 🟢 UP +2.5% / +4.0% 3d Actual ⏳ awaiting💡 Washed-out + clean-print relief setup. Long into print, target +2.5% 1d, +4% 3d, capped magnitude given the INTU peer read.
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$ROST Ross Stores, Inc. 2026-05-21EPS Claude $1.71 Street $1.68 Actual ⏳DIR Claude 🟢 UP +1.5% / +2.5% 3d Actual ⏳ awaiting💡 Pre-guided beat + trade-down sympathy bid. Long into print, target +1.5% 1d, +2.5% 3d, watch TJX peer read for direction confirmation.
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$CPRT Copart, Inc. 2026-05-21EPS Claude $0.43 Street $0.41 Actual ⏳DIR Claude 🟢 UP +3.0% / +4.5% 3d Actual ⏳ awaiting💡 Washed-out + low-bar-reset setup. Long into print, target +3% 1d, +4.5% 3d, watch Q3 volume reaccel and used-car-price commentary.
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$NVDA NVIDIA Corporation 2026-05-20EPS Claude $1.85 Street $1.77 Actual ⏳DIR Claude 🟢 UP +5.0% / +7.0% 3d Actual ⏳ awaiting💡 Forward-guide-blowout template. Long into print, target +5% 1d, +7% 3d, hold for the China/H200 commentary asymmetric upside.
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$DE Deere & Company 2026-05-20EPS Claude $5.85 Street $5.74 Actual ⏳DIR Claude 🟢 UP +2.0% / +3.5% 3d Actual ⏳ awaiting💡 Washed-out + reaffirm-guide setup. Long into print, target +2% 1d, +3.5% 3d, watch PPA Q2 margin and tariff-load commentary.
By sector
| Sector | Calls | Claude EPS | Street EPS | Claude DIR | Street DIR |
|---|---|---|---|---|---|
| Uncategorized | 5 | 2 | 3 | 0 | 0 |
| Autos / AI | 1 | 0 | 1 | 1 | 0 |
| Financials / Payments | 1 | 1 | 0 | 0 | 0 |
| Energy / Oilfield Services | 1 | 1 | 0 | 0 | 1 |
| Tech / Semis (IDM + Foundry) | 1 | 1 | 0 | 0 | 0 |
| Communication Services / Cable | 2 | 2 | 0 | 1 | 0 |
| Healthcare / Biotech | 1 | 0 | 0 | 0 | 0 |
| Tech / Software (AI/Data) | 1 | 0 | 0 | 0 | 0 |
| Energy / E&P (Permian) | 1 | 0 | 0 | 1 | 0 |
| Healthcare / Big Pharma | 1 | 0 | 0 | 1 | 0 |
| Utilities / Regulated Electric | 1 | 0 | 0 | 0 | 0 |
| Tech / Semis (AI accelerators) | 1 | 0 | 0 | 0 | 1 |
| Tech / Crypto-leveraged equity | 1 | 0 | 0 | 0 | 0 |
| Communication Services / Media | 1 | 0 | 0 | 0 | 0 |
| Communication Services / Mobility platform | 1 | 0 | 0 | 0 | 0 |