$LAD

Lithia Motors Inc - Class A

$LAD

Lithia Motors Inc - Class A

Past 12mo:2mentions2voices

All voices2 mentions since Dec 2025calls only

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Frequently asked

Who mentions $LAD most on Surfaced?

@alphaticaio (Alphatica) mentions $LAD most — 1 mention in the past 12 months.

When was $LAD first mentioned on Surfaced?

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

How many voices track $LAD?

2 FinTwit voices have mentioned $LAD 2 times in the past 12 months.

What kind of voices mention $LAD most?

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

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Recent mentions

2 mentions

@alphaticaioFeb 18, 2026 · 8:53 PM

@KobeissiLetter The data is accurate. The framing needs context. What's true: - Subprime auto 60+ day delinquencies hit 6.9% in January — record high - Total auto debt: $1.67T - Subprime is ~14% of that (~$234B) What's missing: Prime borrowers are fine. The 60+ day delinquency rate for prime auto loans? 0.4%. Same as 2018. Same as pre-COVID. The "record delinquencies" are concentrated in one segment. Subprime is 14% of auto loans, not 14% of auto sales. Most vehicles are bought with cash or prime financing. Of all used cars sold, only 7.7% were financed with subprime loans. For new cars, it's ~6%. The math: 6.9% delinquent × 14% subprime share = ~1% of total auto debt in serious delinquency. That's stress, not systemic. Why it's happening: Subprime borrowers got cars during COVID when: - Prices were 30% higher - Rates were about to spike - Credit was loose Now they're underwater on $50K vehicles with 18% APR loans. That's painful, but it's isolated to borrowers who already had bad credit. The 2008 comparison: In 2008, the issue wasn't delinquencies — it was that subprime mortgages were packaged into AAA-rated securities held by every bank. Auto ABS is a fraction of the size and isn't embedded in the banking system the same way. Subprime auto stress is real. "Americans falling behind at record pace" applies to ~1% of total auto debt. Context matters. $CVNA $LAD $GM

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@investmentguru_Dec 30, 2025 · 1:53 AM

Evercore ISI: Best Idea List for 2026 High-conviction ideas for a K-shaped recovery and an AI-driven future Evercore ISI just released its 2026 Best Idea List, and the message is clear: AI is still early, infrastructure matters, and the recovery will be uneven—but full of opportunity if you’re positioned right. Here’s a clean breakdown 👇 Retail & Consumer (Stimulus / Tax-Cut Beneficiaries) $WMT (Walmart) – #1 retail pick, defensive and resilient $AMZN (Amazon) – E-commerce + AWS capturing discretionary spend $ULTA (Ulta Beauty) – Strong product pipeline, late-cycle winner $HD (Home Depot) – Housing policy shifts + renovation tailwinds $GPC (Genuine Parts) – Defensive auto-related growth ⚡ Power, Automation & Industrials (AI Arms Race) $GEV (GE Vernova) – Top pick, ~10% organic growth through 2028 $HON (Honeywell) – Strongest catalyst path in the sector $HUBB (Hubbell) – Electrical infrastructure at attractive valuations •Schneider Electric & Siemens – European automation leaders benefiting from AI infrastructure buildout Media & Technology (Strategic, Long-Term) $LYV (Live Nation) – Accelerating income + strong live event demand $MA (Mastercard) – Undervalued relative to performance $ANET (Arista Networks) & $AAPL (Apple) – Core long-term compounders (Removed from short-term tactical list after recent rally) K-Shaped Recovery & Value Plays $MDLZ (Mondelez) – Global snacking powerhouse $CL (Colgate-Palmolive) – Consumer staples stability $STZ (Constellation Brands) – Beverage alcohol leader $DRI (Darden Restaurants) – Casual dining rebound $LAD (Lithia Motors) – Auto retail recovery play Market Outlook •S&P 500 Target (End-2026): ~7,750 •Core Theme: AI revolution is still in early innings, driving higher market multiples despite volatility. 2026 isn’t about chasing one trade—it’s about owning quality across AI infrastructure, automation, resilient consumers, and selective value. The recovery will be uneven, but leaders with cash flow and pricing power should win.

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