JC Investing — Well there goes $40B
Some things really write themselves
Running a scam company does that..
$CVNA https://t.co/lYKJH65Tth↗
January 2026 · 6 mentions
Jan 29
MuddyWatersResearch — That was a great moment in company cheerleading.
No view on $CVNA, but if CVNA relies on the sell side to reply without issuing its own substantive response, that would be tellin…↗
Jan 29
Dustin — $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 s…↗
Jan 28
JC Investing — $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↗
Jan 28
Kuppy — Surprised to see $CVNA down 20% on this @GothamResearch short report.
I always assumed the bull thesis was that $CVNA was a total fraud🤷♂️🤭
December 2025 · 4 mentions
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 12
Mike Investing — If you put $10,000 into $CVNA a little over 2 years ago, today you’d have over $1M+…
Below are the next 5 candidates to see somewhat similar results…
1. $ONDS
2. $ASTS
3. $RKLB
4…↗
Dec 6
Mike Investing — If you invested $10,000 into $CVNA just a little over 2 years ago today you would have over $970,000…
Below are the top 5 candidates to have similar runs to $CVNA.
1. $ONDS
2. $G…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 18
Raging Capital Ventures — 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 most…↗
Nov 6
TheLastBearStanding — $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 gr…↗
October 2025 · 1 mention
Oct 9
TheLastBearStanding — The worst of $CVNA non-prime securitizations are tracking towards ~30% net cumulative losses. Far worse than any pre-COVID vintages and 3x faster than even early 2021.
Rating ag…↗
July 2025 · 1 mention
Jul 30
SpotGamma — so many earnings after the close
$MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA
https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN↗
Mike Investing — This is incredible…
If you invested $10,000 in $CVNA three years ago, today you’d have $1.1 Million now.
Over an 11,000%+ return.
Below are the next 3 candidates to see similar…↗
Jan 11
Mike Investing — If you invested $10,000, into these stocks 3 years ago this is what you’d have today:
- $ASTS $202,000
- $RKLB $222,500
- $NVDA $96,800
- $ONDS $88,200
- $OSCR $63,000
- $HOOD $14…↗
— If you missed the first run on $ASTS then your second chance is here…
$ASTS has clearly signaled the start of a massive squeeze with MACD confirming a bullish cross.
This setup i…