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.

$CVNA — FinTwit mentions on Surfaced

Recent mentions

17 mentions

@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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@muddywatersreJan 29, 2026 · 6:23 PM

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 telling of a company that is afraid of being caught in a web of misrepresentations (if not lies). Note that I had been rooting for CVNA to hit $500 so the GFOAT of fund managers would lose a humiliating bet. Oh the irony if a short report saves him from that! *GFOAT = Greatest Failure of All-Time

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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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@hkuppyJan 28, 2026 · 6:27 PM

Surprised to see $CVNA down 20% on this @GothamResearch short report. I always assumed the bull thesis was that $CVNA was a total fraud🤷‍♂️🤭

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@mrmikeinvestingJan 25, 2026 · 3:40 AM

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 results: 1. $ASTS 2. $IREN 3. $ONDS Generational opportunities that you don’t want to miss… https://t.co/JC82YFCtYr

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@mrmikeinvestingJan 11, 2026 · 6:31 PM

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 $142,500 - $CVNA $836,000 - $PLTR $242,900 - $MU $59,500 Truly generational wealth opportunities…

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@ftr_investorsDec 24, 2025 · 6:51 PM

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@mrmikeinvestingDec 12, 2025 · 4:49 AM

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. $ZETA 5. $HOOD Don’t miss out on these generational opportunities before they’re forever gone… https://t.co/w2eYzodxTE

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@mrmikeinvestingDec 6, 2025 · 5:10 PM

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. $GRAB 3. $NBIS 4. $ASTS 5. $RR Don’t miss out on these potential generational wealth opportunities… https://t.co/oQxIPhJl40

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@mrmikeinvestingDec 5, 2025 · 11:45 PM

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 is identical to buying $CVNA at $60, $HOOD at $30 or even $PLTR at $40. $110+ incoming in January… https://t.co/hvHKHiXvE5

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@ftr_investorsNov 24, 2025 · 1:40 PM

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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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@lastbearstandngOct 9, 2025 · 1:56 PM

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 agencies assumed total CNLs of 14-16%. https://t.co/onMRZiNsLY

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@spotgammaJul 30, 2025 · 7:18 PM

so many earnings after the close $MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN

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