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mentions

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$CVNA

Carvana

$CVNA

Carvana

Past 12mo:17mentions10voices

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All voices6 calls since Nov 2025show all

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About this stock

$CVNA received 15 mentions from 9 distinct FinTwit voices over the 12-month period from July 2025 to April 2026, with @mrmikeinvesting accounting for 5 of those mentions. The most recent discussion centered on Carvana's earnings announcement on April 29, 2026, which showed EPS of $1.69 against an estimate of $1.56 and revenue of $6.4 billion versus an estimate of $6.1 billion. Earlier in the period, activity spiked around late January 2026 with commentary focused on structural issues within the company's financing operations and securitization practices.

AI-generated from tracked posts · updated Jun 4, 2026

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6 calls

@unusual_whalesApr 29, 2026 · 8:20 PM

BREAKING: Carvana, $CVNA, earnings: - EPS: $1.69, est: $1.56 - Revenue: $6.4 billion, est: $6.1 billion Ford, $F, earnings: - EPS: $0.66, est: $0.19 - Revenue: $43 billion, est: $42 billion

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@aiinvestorhqFeb 18, 2026 · 9:34 PM

Well there goes $40B Some things really write themselves Running a scam company does that.. $CVNA https://t.co/lYKJH65Tth

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@dustinhuntwnJan 29, 2026 · 3:19 AM

$CVNA The ponzi scheme explained - Carvana’s securitizations show only 3% no‑FICO loans, but Bridgecrest’s BLAST deals reveal 6.7–9.4%, meaning the riskiest borrowers are quietly shifted out of Carvana’s ABS and into Bridgecrest. Those weaker loans are then financed by DriveTime with only 2–5% real equity, creating 20–40× leverage on collateral that includes a disproportionately high share of borrowers with no FICO credit score. Losses that should hit investors are instead absorbed by DriveTime through first‑loss positions, inflated residual marks, and direct cash infusions from GoFi and Garcia, keeping senior noteholders whole and willing to buy new BLAST tranches. The result is a loss‑deferral loop that functions like a Ponzi‑style structure: Carvana keeps the clean loans, Bridgecrest takes the trash, DriveTime plugs the losses, and new investor money continues to flow to keep the machine running.

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@aiinvestorhqJan 28, 2026 · 6:33 PM

$CVNA put it self in a bear market in one day Feels like 2021 again… This could be an easy short down to $200 https://t.co/9DPba9y9jd

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@ragingventuresNov 18, 2025 · 3:37 AM

Have successfully avoided being short $CVNA in recent years, but it now seems like the right time to add subprime lending exposure to the book. Count me in as short $CVNA via mostly deep in the money puts.

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@lastbearstandngNov 6, 2025 · 6:58 PM

$CVNA broke below $300 and the 200MA today as 3Q gross margins and EBITDA margins shrunk and 4Q volume growth guidance disappointed. "A simple re-rating of growth or period of gross margin compression could have a material negative impact on the stock".

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Who mentions $CVNA most on Surfaced?

@mrmikeinvesting (Mike Investing) mentions $CVNA most — 5 mentions in the past 12 months.

When was $CVNA first mentioned on Surfaced?

The earliest tracked mention of $CVNA in the Surfaced archive was on Jul 30, 2025.

How many voices track $CVNA?

10 FinTwit voices have mentioned $CVNA 17 times in the past 12 months.

What kind of voices mention $CVNA most?

$CVNA is mentioned most by Long Research voices on Surfaced.