

$COF has been mentioned 17 times over the past 12 months by 6 distinct FinTwit voices, with the first mention appearing on September 9, 2025. Lawrence McDonald (@convertbond) is the most active voice discussing the stock with 7 mentions, followed by Shay Boloor (@stocksavvyshay) and Alex Morris (@tsoh_investing) each with 3 mentions. The conversation has been characterized primarily by long research content, with activity spanning from September 2025 through June 8, 2026.
Recent discussions have focused on Capital One's performance relative to other consumer stocks and detailed analysis of auto loan metrics. As of the most recent mention on June 8, 2026, $COF was noted among a broader set of consumer names experiencing significant drawdowns. Earlier in April 2026, @tsoh_investing published comparative research on allowance for auto loan losses and quarterly auto originations for $COF alongside peer companies including $ALLY, $JPM, and $WFC.
@convertbond (Lawrence McDonald) mentions $COF most — 7 mentions in the past 12 months.
The earliest tracked mention of $COF in the Surfaced archive was on Sep 9, 2025.
6 FinTwit voices have mentioned $COF 17 times in the past 12 months.
$COF is mentioned most by Long Research voices on Surfaced.
