Thanksgiving Week 2025 Earnings Thread Analysis: Retail Sentiment & Scheduled Reports (META, DELL, BBY)

Thanksgiving Week 2025 Earnings Thread Insights

Thread Details
: Hosted on r/wallstreetbets (post ID:1p2zpv5), this thread is part of the subreddit’s regular earnings series for major events, following rules like a $500MM market cap minimum to prevent pump-and-dumps.
Retail Sentiment
: Community sentiment is predominantly pessimistic, with users expressing disinterest and cynicism (e.g., “No one has money” and “It’s always red anyway”).
Key Earnings Discussions
:
- DELL
  : Mixed views—some expect positive prints (calls) while others favor puts due to higher memory costs.
- BBY
  : Bullish calls mentioned by users.
- META
  : A frequent topic in the thread, but verified data confirms no earnings scheduled this week (next on Feb4,2026).
Scheduled Reports
: DELL (Nov25,2025 after market close) and BBY (Nov25,2025 before market open) have consensus EPS estimates of $2.47 and $1.31 respectively.
Trade Ideas
: Includes calls on RKLB, NIO, COIN, BABA, NTAP, Keysight; puts on Kohl’s and CLSK.

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