Joined January 2020
3,153 Photos and videos
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30 Sep 2025
2025 New Top 10 Conviction shorts with 1yr target time frame: 1. $LWLG 2. $AEVA 3. $JOBY 4. $OKLO 5. $MSTR 6. $IONQ 7. $AI 8. $CRWV 9. $AUR 10. $CVNA Short Thesis on each:
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$CRMT -55% today. Another Used Car retailer. I guess no one saw it coming:) Seeks recue financing 🚨 Sub-prime borrowers not paying their loans... What could go wrong? $CVNA is a FRAUD
$CMRT Used Car Retailer Stock Crashes -40%. Another one!🔥🧯🧯 Appoints Adam Paul: Leading US Bankruptcy and Restructuring Lawyer Looking at recapitalization. Last QTR took large reserves for ABS Credit Losses 💣 Yeah, I am sure $CVNA is doing fine (FRAUD)
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BTIG Upgrades Junkana $CVNA after visiting a car repair center 🤡🤡🤡 The money is not made on cleaning cars more efficiently!!
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Sad he was a Short seller, but PUMP and DUMP is illegal. Period. This is Exactly what he was doing and it was very profitable. Does not matter if it is on the way up (Long) or down (Short). Enjoy Jail buddy!

ALT Doing Time GIF by Jukebox Saints

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Insane, the entire Index is trading at 11 P/S $QQQ $SMH
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What a time to be alive...
The irony behind the SpaceX IPO is millions of mom and pop investors will blow up their life savings to make the richest man in the world a trillionaire. Sometimes you can't help but to admire the evil genius behind these wicked oligarchs
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Bluechip retweeted
The irony behind the SpaceX IPO is millions of mom and pop investors will blow up their life savings to make the richest man in the world a trillionaire. Sometimes you can't help but to admire the evil genius behind these wicked oligarchs
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At some point New Car dealers start dropping prices to move metal: more headwinds for Used Auto. $CVNA $CACC $KMX
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$CMRT Used Car Retailer Stock Crashes -40%. Another one!🔥🧯🧯 Appoints Adam Paul: Leading US Bankruptcy and Restructuring Lawyer Looking at recapitalization. Last QTR took large reserves for ABS Credit Losses 💣 Yeah, I am sure $CVNA is doing fine (FRAUD)
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LOL - Crypto is just a fraud.
'We Outright Grabbed The Wallets': Bessent Boasts $1BN In Iran State Crypto Seized To Date zerohedge.com/crypto/we-outr…
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90-Day Auto Loan Delinquencies on Fire! Next come Repo and Charge-Offs. And the Economy is Booming! $CACC $CVNA
The percentage of credit-card balances that were at least 90 days delinquent rose to 13.12% in q1, the highest level in 15 years, and the most since the period following the 2008 financial crisis
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2x Leveraged $CVNA closing LOL All downhill from here...
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Used Car Wholesale prices going negative (consistent with historical seasonal patterns) according to black book.
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Excess Spread of $CVNA 2026-P2: 4.55%
Ouch... this is big news. => This means a big contraction for the Q2 Gain On Sales and this is the PRIME ABS! I am sure the magical SUS-PRIME are Just fine!!! WOW $CVNA
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Even the Prime quality is suspect with Extended Loans. $CVNA
Ouch... this is big news. => This means a big contraction for the Q2 Gain On Sales and this is the PRIME ABS! I am sure the magical SUS-PRIME are Just fine!!! WOW $CVNA
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Ouch... this is big news. => This means a big contraction for the Q2 Gain On Sales and this is the PRIME ABS! I am sure the magical SUS-PRIME are Just fine!!! WOW $CVNA
$CVNA 26 P2 presale report- Excess spread 4.53% 26 P1 -5.19% 24-25 excess spread 5.86%-8.33%
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Weak demand for used cars since mid-March. $CVNA
$CVNA Sales going Strong in Q2: On target to exceed 200k. But in Q1 they kept increasing the price of their inventory relative to KBB value (sign of strong demand). Since Mid-March, they are lowering the prices (sign of weak demand).
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$CVNA Sales going Strong in Q2: On target to exceed 200k. But in Q1 they kept increasing the price of their inventory relative to KBB value (sign of strong demand). Since Mid-March, they are lowering the prices (sign of weak demand).
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Bluechip retweeted
Hello $CVNA. Even though they unload a lot of the loans, they still have to hold atleast 5% of the risk. Also, new originations will fall. For all those who have been at it for the last few years, this is it. Go for it. When the tide goes out, the skeletons come out of the closet.
AUTO LOAN DELINQUENCIES HIT 32-YEAR HIGH AS BORROWERS STRUGGLE WITH RECORD PAYMENTS
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Auto Delinquencies: 20yr High!! $CVNA $CACC
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Things you are supposed to see at a Bottom!
Replying to @NewsLambert
Here's what it looks like when mortgage delinquencies are added in
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