@AcPotango AcPotangoAcPotango posts on X about $cvna, bitcoin, books, $oklo the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 36% finance 25% cryptocurrencies 14% automotive brands 4% technology brands 4% celebrities 2% exchanges 1% ncaa football 1% countries 1%
Social topic influence $cvna #90, bitcoin 7%, books 5%, $oklo 5%, red 4%, this is 3%, $ally #9, shell 3%, $w 3%, money 3%
Top accounts mentioned or mentioned by @gothamresearch @mrderivatives @indrastocks @kablaa @grok @mwm76 @zerohedge @unicusresearch @sawyermerritt @tiffanyfongetc @chicagoguy2020 @jimcramer @tradeoilstocks @barbellfi @chaosoptions @briansozzi @dangill @carvana @peterahigh @marionawfal
Top assets mentioned Carvana Co. (CVNA) Bitcoin (BTC) Oklo Inc. (OKLO) Ally Financial, Inc. (ALLY) Wormhole (W) Super Micro Computer, Inc. Common Stock (SMCI) CarMax, Inc (KMX) Halliburton Company (HAL) NVIDIA Corp. (NVDA) Workloop AI (LOOP) Tesla, Inc. (TSLA) Exxon Mobil (XOM) Convex Finance (CVX) Strategy (MSTR) Mario Coin (COIN) Jefferies Financial Group Inc. (JEF)
Top posts by engagements in the last [--] hours
"Every time these pumpers/buy the dippers turn what should be a negative day into an up day it just kicks the snowball up the hill picking up more snow and it will just make the ultimate drop that much bigger"
X Link 2025-11-14T16:43Z [--] followers, [--] engagements
"So this is a damning analysis on $CVNA but I think it bleeds into $ALLY too as they are disguising low quality loans as "Prime". CVNA will take the first hit but then I think it will spread to $ALLY as they likely own a portion of these that aren't risk correct"
X Link 2026-02-05T15:04Z [--] followers, [---] engagements
"https://x.com/_kablaa/status/2019218005683532110s=20 Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch https://x.com/_kablaa/status/2019218005683532110s=20 Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization"
X Link 2026-02-05T15:04Z [--] followers, [--] engagements
"Tomorrow will be Margin call day"
X Link 2026-02-12T17:10Z [--] followers, [--] engagements
"$CVNA hits keep coming. See report I just reshared looks like Income for debt ratios on loans were all self reported like the liar loans from MBS days. So the loans are much worse than they said they were plus likely not actually Prime. Now the debtholders have a case too"
X Link 2026-01-30T17:01Z [--] followers, [---] engagements
"@IndraStocks KMX CEO partially got fired because he's being compared to a fraud $CVNA that books losses on off-balance sheet companies to prop up the public one. $KMX actually recognizes gains as they get them which is industry standard vs. CVNA loan sale/dumping"
X Link 2026-01-30T19:25Z [--] followers, [---] engagements
"@DanGill @Carvana @peterahigh Good pump try you hack Henry Ford didn't create [--] shell companies to goose his profit like you guys are"
X Link 2026-02-03T13:52Z [--] followers, [---] engagements
"@_kablaa @GothamResearch Amazing analysis so here is my question - Ally $ALLY buys a lot of their Prime loans do we think they realize what they have"
X Link 2026-02-05T14:42Z [--] followers, [---] engagements
"@Mr_Derivatives my shorts are"
X Link 2026-02-12T17:13Z [--] followers, [--] engagements
"@MarioNawfal @grok was this lady arrested and is she in jail"
X Link 2026-02-13T15:03Z [--] followers, [--] engagements
"@MichaelAArouet I think it's even worse we have a lot more off book debt than ever and consumers have been using it to kick the can down the road. BNPL. Private Equity toxic loans and (Auto) ABS may be the new MBS's"
X Link 2026-02-14T16:34Z [--] followers, [--] engagements
"Will tomorrow be: [--]. Buy the dip start and then end red [--]. Start red and then go really red [--]. Somehow go and stay green I'm thinking (2) or if people dumber than I think (1). What you think"
X Link 2025-11-13T21:50Z [--] followers, [--] engagements
"Bitcoin being on the Epstein list wasnt on my [----] bingo card"
X Link 2026-02-01T20:37Z [--] followers, [--] engagements
"Wow @_kablaa took the Gotham analysis on $CVNA and proved how CVNA has disguised high risk loans as Prime despite their FICO scores to goose their profit I wouldn't want to be $ALLY and/or the others that hold these bags"
X Link 2026-02-05T14:19Z [--] followers, [---] engagements
"@MWM76 here's the thing this is their first earnings since part of the SP500 so you know they are going to cook the books extra special t. And the Analysts will immediately eat it up and the stock will jump 10% maybe more. But won't last the week. Be ready with powder"
X Link 2026-02-13T17:47Z [--] followers, [---] engagements
"@PSworldwide13 I like $HAL for now but will probably scoop up some $XOM and $CVX once they drop as recession hits"
X Link 2026-02-14T17:45Z [--] followers, [---] engagements
"@StockMKTNewz $MSTR for sure $COIN maybe and $CVNA likely"
X Link 2026-02-14T21:18Z [--] followers, [---] engagements
"Jefferies appears to be unwinding now showing a pay for promotion model - some of their biggest Pumps include $CVNA and $W Wayfair. I can't help but wonder if this could start a great unwinding of some ShitCo's"
X Link 2025-10-09T18:43Z [--] followers, [---] engagements
"@zerohedge I wonder if this will spread as they pumped up a bunch of $shitcos like $CVNA and $W already at crazy valuations As the shitcos go then the market could go"
X Link 2025-10-09T18:50Z [--] followers, [---] engagements
"The use of these Special Entity's en mass like FirstBrands and $Jef used show how easy it is to move and hide $. Enron was a big user too. And $CVNA is the ultimate master of this shell game. They never end well"
X Link 2025-10-10T13:42Z [--] followers, [---] engagements
"@APompliano Disagree it looks like one whale shorted the market at peak caused the drop and then closed out for $190M+ gains - that is market manipulation and much much harder to do in equity markets. It's an indication someone can control the market and that deteriorates value"
X Link 2025-10-11T18:14Z [--] followers, [--] engagements
"@WatcherGuru Lets start with the twins $fnma $fmcc"
X Link 2025-10-16T00:41Z [--] followers, [---] engagements
"If Bitcoin drops below $100k tomorrow it could spark a major selloff of BTC and Equities could be an ugly Friday"
X Link 2025-10-16T19:35Z [--] followers, [--] engagements
"@JohnArnoldFndtn Perhaps but I have to say isn't it time we stop allowing high density cities to have the amount of crime it does If this was a business we'd kaizen blitz or agile the problem and bringing in more help for a short duration can help mitigate the problem"
X Link 2025-10-20T19:14Z [--] followers, [--] engagements
"@petermessana @Ashton_1nvests I think you may be commenting on some of the other posts not mine. I was telling the person the 4% rule is off the total portfolio and is not built on preserving 100% of the principle. But with higher returns the originator of the rule said you could up it to 5% now"
X Link 2025-10-21T12:56Z [--] followers, [--] engagements
"@junkbondinvest wow you mean an illiquid asset group is less volatile"
X Link 2025-10-21T18:53Z [--] followers, [---] engagements
"@UnicusResearch I can save you some time it will be Carvana $CVNA"
X Link 2025-10-22T14:33Z [--] followers, [---] engagements
"@joey64444172 @OnodaCapital let see WSJ writes article that gov is investing and even though it may not be true RGTI is up 10%. The whole market is fake right now"
X Link 2025-10-23T21:48Z [--] followers, [--] engagements
"@iamnoblefx @unusual_whales bro most of that wealth is tied in illiquid assets like a home home equity does not equate to money in the bank"
X Link 2025-10-24T14:55Z [--] followers, [---] engagements
"@SawyerMerritt so I fully agree you should not trust the Stellantis CEO on anything they were so dumb they even killed Jeep. But I do agree with him that Tesla many not exist in [--] years. Next [--] quarters may shrink stock 90%"
X Link 2025-10-24T21:29Z [--] followers, [--] engagements
"@SawyerMerritt @elonmusk Said the guy pumping frauds like carvana too"
X Link 2025-10-29T23:50Z [--] followers, [--] engagements
"@TylerHillYT I sold all my crypto today - I'm out"
X Link 2025-11-04T19:43Z [--] followers, [--] engagements
"If Bitcoin goes down any more I'm going to have to sell off all my NFTs"
X Link 2025-11-04T22:36Z [--] followers, [--] engagements
"@davidgokhshtein Feels like a bull trap to me. ShitCos going spreading to Bitcoin spreading to AI and then BOOM could drop 20% with current valuation stretches"
X Link 2025-11-05T01:11Z [--] followers, [--] engagements
"I think today will start green with some trying to buy the deep and keep the optimism going but I don't see it holding long. Could turn as quickly as today or Friday but you can feel it is a delusional pump this time. We all know it at this point"
X Link 2025-11-05T14:18Z [--] followers, [--] engagements
"WS is so disconnected from the real economy right now and ShitCos Bitcoin and AI have pumped up a market loaded with gasoline and gunpowder. All it's going to take is one bad signal here and the market will drop 20% with all the leverage"
X Link 2025-11-06T14:15Z [--] followers, [--] engagements
"@TiffanyFong I wouldn't be buying anything for a little while more likely to collapse than Santa rally"
X Link 2025-11-07T16:19Z [--] followers, [--] engagements
"@valuehurts kids barely drink - like 25%+ never drink and others drink much less than we did"
X Link 2025-11-07T21:10Z [--] followers, [---] engagements
"@Barchart This is definitely not a good trend but barring a stock market crash it will likely continue. Rich invest in the market and the market has been on a long run. Middle class lives off income and real wages is flat to declining and no assets so they miss out"
X Link 2025-11-07T22:43Z [--] followers, [--] engagements
"@money_cruncher So in terms of pure finance he should get a bond that pays more and use the bond payments to pay the mortgage down each year and still net up risk free. Others would suggest sp500 but our little AI bubble could pop and sink the whole market 10%-20%. If it works for him good"
X Link 2025-11-11T22:22Z [--] followers, [--] engagements
"@strengthPlan more like 1.8m after selling those shares assuming it's trading account and not 401k/ira"
X Link 2025-11-11T23:03Z [--] followers, [--] engagements
"@StonkStoic Pulte embarrassed trump with the [--] year mortgage and is going to get fired likely delaying IPO"
X Link 2025-11-12T16:31Z [--] followers, [---] engagements
"@TiffanyFongEtc If you already use one for Trading easiest to stick with that one. I have used all [--] but would rank them Fidelity Vanguard Schwab in that order"
X Link 2025-11-12T17:19Z [--] followers, [---] engagements
"@BorelChuck @TiffanyFongEtc Think or swim was terrible"
X Link 2025-11-12T17:20Z [--] followers, [--] engagements
"@buccocapital wow never thought the Republicans would try to gaslight us like the Dems did but here we are"
X Link 2025-11-12T22:14Z [--] followers, [----] engagements
"@DrTomsLens wait until they start selling shares as part of the $1.5B equity raise ATM"
X Link 2025-11-13T21:46Z [--] followers, [--] engagements
"@highyielddrama no way at that valuation. They could either build organically would take some time and/or just buy KMX so you have some physical coverage and then can expand Online coverage. Kinda like they did with Whole foods"
X Link 2025-11-19T17:21Z [---] followers, [--] engagements
"@UnicusResearch Yep CVNA and SMCI being your two biggest Public clients is not a good list"
X Link 2025-11-19T19:55Z [--] followers, [---] engagements
"@johnarnold the market is totally disconnected from reality and NVDA earnings and questionable jobs report just kicked the can down the road a month or two. And Shitcos like quantum and OKLO what a joke"
X Link 2025-11-20T15:01Z [--] followers, [--] engagements
"@JG_Nuke A/R isn't included in Rev bozo it's an asset. that growth just means more people owe them (and they didn't get the cashflow yet)"
X Link 2025-11-20T15:49Z [--] followers, [--] engagements
"@1CoastalJournal yeah well $CVNA has been doing this for years now and nobody seems to notice or care"
X Link 2025-11-20T15:56Z [--] followers, [---] engagements
"@0xMerridew I think people are realizing $NVDA had become just like $CVNA and makes up their own numbers"
X Link 2025-11-20T17:40Z [--] followers, [---] engagements
"@AnastasiaHealth nope I'm mostly on the sidelines in cash but have short positions on nvda now and qqq"
X Link 2025-11-25T15:51Z [--] followers, [--] engagements
"@Rajatsoni Because they paid into it. It's not even a good investment either if they took her money and put it in the SP500 she would likely have double or more than what she's getting paid"
X Link 2025-11-26T14:32Z [--] followers, [--] engagements
"@dividendology $cvna"
X Link 2025-11-27T15:03Z [--] followers, [--] engagements
"@woodyVSworld Dude [--] of the teams we beat were ranked when we played them They are so skewed against us they all dropped after we beat them. USC LSU Missouri and Tenn. It's like you have circular logic"
X Link 2025-12-03T17:50Z [--] followers, [--] engagements
"@iamjonbrooks So I actually figured out what is really causing this yesterday. Turns out in the past [--] years the FHFA went from supporting $417k Mtg loans now it's up 109% to $825k+and during that same period wages only up 67%"
X Link 2025-12-04T16:21Z [--] followers, [--] engagements
"@TheMattViera If they could work a few more years it would benefit them. $2.4M sounds like a lot but assuming a 5% withdrawal rate that's only $120k per year for [--] people"
X Link 2025-12-08T20:44Z [--] followers, [--] engagements
"@Mr_Derivatives most manipulated stock on the market hands down"
X Link 2025-12-09T20:32Z [--] followers, [--] engagements
"@Financhle @Mr_Derivatives agreed next to Riot Blockchain I haven't seen a faker company. Never has built anything and people treating them like they build or own Nuclear power plants"
X Link 2026-01-09T15:14Z [--] followers, [--] engagements
"@ChicagoGuy2020 It's crazy to me how analysts went from being second opinions to full on pumpers. So many scam stocks today. $CVNA $W $OKLO the whole market is completely rigged these days"
X Link 2026-01-09T15:23Z [--] followers, [---] engagements
"@MinotaurStocks The amount of horseshit said in that statement could fill a dump truck. Hysterical. If robotaxis take off people won't need cars anymore and $CVNA valuation should drop by 50%+ no go up $50. We are in bizarro world friends"
X Link 2026-01-09T15:44Z [--] followers, [---] engagements
"@negligible_cap The robotaxi thing is total horseshit. If robotaxis really take off people will buy less cars and $CVNA will drop 50%. It makes zero sense to use that logic for an upgrade. Shows how fake the whole thing is"
X Link 2026-01-09T15:47Z [--] followers, [---] engagements
"@MelMattison1 He's wrong more than right but if he was saying $OKLO is a nuclear scam he's right about that"
X Link 2026-01-13T19:53Z [--] followers, [---] engagements
"@robbiehendricks yeah I call BS on this. Lots of early stage engineers esp recent grads but I'm sure Raytheon has lots of requirements like must have [--] years defense experience and top secret clearance so yeah they're aren't a lot like that but plenty fresh ones they could upskill"
X Link 2026-01-16T16:23Z [--] followers, [--] engagements
"@thacurrentthing @B1B_Lancer @gotrice2024 Yeah high risk sellers or scammers are using trackers hidden in the car somewhere. Pretty common tactic. Even some buy here pay here dealers do this not just individuals. Most older Bentleys have been Repoed countless times"
X Link 2026-01-23T18:09Z [--] followers, [---] engagements
"I wonder if fed gov kuger was holding $fnma"
X Link 2025-11-15T15:44Z [--] followers, [---] engagements
"The longer the delay in this Stock market correction the further it will collapse"
X Link 2025-11-07T22:36Z [--] followers, [--] engagements
"Methinks Sayor is just helping Retail by being exit liquidity"
X Link 2025-11-17T17:22Z [--] followers, [--] engagements
"$NVDA rev way up but cash isn't and A/R way up seems they are going the $CVNA way now and juicing the books"
X Link 2025-11-20T15:57Z [--] followers, [---] engagements
"if you think today is bad wait until tomorrow"
X Link 2025-11-20T17:47Z [--] followers, [--] engagements
"No Santa Claus rally this year"
X Link 2025-11-20T20:55Z [--] followers, [--] engagements
"Two simple things President Trump could do to help young people would be 1) Make Student Loan Interest tax deductible and 2) Make daycare tax deductible (or provide a credit of $750 per month per kid if Stay-home spouse). Simple & Easy and invests where we need it"
X Link 2025-11-25T18:02Z [--] followers, [--] engagements
"I finally figured out why homes got so expensive. Over the past [--] years the amount you can Finance for a Conforming Mortgage Loan has gone up 109% while average wages has only gone up 62% and this has gotten worse over the past [--] years. This is enabling higher home prices"
X Link 2025-12-03T17:13Z [--] followers, [--] engagements
"@jimcramer $OKLO reminds me of another P&D called $LOOP. Loop played the Green buzz saying they would build recycling plants and never actually built one after 5+ years of announcements and location sites. This market rewards fake companies these days. crazy"
X Link 2026-01-09T15:03Z [--] followers, [---] engagements
"@jimcramer $OKLO will never build a plant just like $LOOP never built a recycling plant. It's all a PR show P&D. Meta will be like when GM did the deal with Nikola"
X Link 2026-01-09T15:49Z [--] followers, [---] engagements
"@DerivativesDon This actually could backfire for Trump. If I was a CC co I'd be reducing Credit limits and some consumers could then owe back more than they can pay and poof credit default crisis"
X Link 2026-01-10T16:42Z [--] followers, [---] engagements
"@tradeoilstocks yeah I'm short it and up now but I've been very down a very long time and did lose some on Put options I thought last year would breakdown esp after Hberg"
X Link 2026-01-28T17:36Z [--] followers, [--] engagements
"@ChicagoGuy2020 @GrantThorntonUS @GrantThornton @SECGov $SMCI is also highly suspect"
X Link 2026-01-28T17:38Z [--] followers, [---] engagements
"@mudirshin @mikealfred carvana has just been exposed as a fraud"
X Link 2026-01-28T17:44Z [--] followers, [--] engagements
"@tradeoilstocks you too Also I normally like Oil stocks but not loving where prices are likely to go in the short term but I like $HAL as I think Venezuela will make them much $. GL"
X Link 2026-01-28T17:49Z [--] followers, [--] engagements
"@ericjackson @FrontRowBrian @GothamResearch @HindenburgRes @RealJimChanos I hope pumper like you go to prison for knowingly encouraging stocks that are flat out frauds with red flags galore"
X Link 2026-01-28T18:04Z [--] followers, [---] engagements
"@FT I don't think it's an attack as much as finally proving the fraud that many thought was occuring. They proved at the car levels $CVNA was selling to related entities while claiming to the $SEC that these were 3rd party entities. Using off-books to goose the public co"
X Link 2026-01-28T19:39Z [--] followers, [---] engagements
"Great analysis by @GothamResearch on $CVNA. It is very similar to $SMCI in lots of hype questionable accounting made SP500 and then imploded. $SMCI fell from $100+ to as low as $20 when auditor resigned. $CVNA can fall to $120 or below if those ratios hold"
X Link 2026-01-28T20:35Z [--] followers, [---] engagements
"@MWM76 Bro $kmx is not cvna they dont sell the loans bulk and have shell companies they rev rec as they collect. Stay in your lane"
X Link 2026-01-29T00:39Z [--] followers, [--] engagements
"@AFMBlog It is but I kinda expected it. These dip buyer almost always have been right with this and lots of the other shitcos/memes. And it worked even after Hberg which is about as big of a red flag as possible. I bought another put at 10am seems to be peak Up time"
X Link 2026-01-29T15:21Z [--] followers, [--] engagements
"@BarbellFi gold is a store of value esp in times of inflation or $ devaluation. Bitcoin is a made up concept with no real store of value other than what others are willing to pay which is much more subjective"
X Link 2026-01-29T15:57Z [--] followers, [----] engagements
"@dontgetrekt @BarbellFi I agree buyer and sellers always only get what willing to pay and sell for but there is and underlying market liquidity and value in gold. Gold can be used for jewelry and some products. Bitcoin does not have anything like that to support it - it could go to $0. Not gold"
X Link 2026-01-29T16:45Z [--] followers, [--] engagements
"@ChaosOptions @GothamResearch If you want shitty word soup read JPM valuation. I mean robo-taxi case upside If robo-taxis takeoff you don't need a car bozo and $CVNA will go to $0"
X Link 2026-01-29T16:54Z [--] followers, [---] engagements
"@blue_chip1 Wasn't this the guy that upgraded valuation on a Robo-taxi thesis I mean think about that logic - if Robo-Taxis actually take off car sales will go down and $CVNA TAM goes down. It's the biggest Groupthink example this and $TSLA"
X Link 2026-01-29T16:56Z [--] followers, [---] engagements
"@ChaosOptions @GothamResearch I've already wagered via shorts I got my $ on the line. Plus you'll lose enough if you're long. Don't wanna steal more from you. Hope you aren't on margin it's gonna get scary when Grant Thorton won't sign the 10-Ks and [--] day delay request hits like SMCI did"
X Link 2026-01-29T17:17Z [--] followers, [--] engagements
"@zerohedge I think the entire market is lying and nobody actually cares. $CVNA exposed as fraud goes up the next day no $SEC. Rountripping. $TSLA exiting car business and at insane valuations based on pure hope of Robot armies"
X Link 2026-01-29T23:24Z [--] followers, [---] engagements
"@siyul Robotaxi optionality really was the Jump the Shark moment imho. I mean if they believed it the $CVNA TAM would be reduced as less car sales needed"
X Link 2026-01-30T15:06Z [--] followers, [---] engagements
"@BrianSozzi Soz when you gonna cover $CVNA and look at the Gotham City fraud accusation We need people who know how to read books to voice an opinion"
X Link 2026-01-30T15:26Z [--] followers, [---] engagements
"@BrianSozzi Soz when you gonna cover $CVNA need your book reading skills to voice an opinion but seems like a clear violation of off book entities"
X Link 2026-01-30T15:28Z [--] followers, [---] engagements
"@DeepSailCapital agree on $CVNA feel like high likelihood Auditor will resign and not sign off on 10-Ks due in [--] weeks. They will need a [--] day extension and that will bleed off another 20%-30% in a day ala $SMCI style"
X Link 2026-01-30T16:52Z [--] followers, [---] engagements
"@iowahawkblog the need absolutely could exist but too hard an $$$$ to build anything in california so will never happen"
X Link 2026-02-05T23:50Z [--] followers, [--] engagements
"why is pre-market green today I mean it's going to turn red quickly right who's buying"
X Link 2025-11-21T13:14Z [--] followers, [--] engagements
"Gotta give Garcia II credit for fraud inventiveness. Use an off book company to pump $CVNA then when that was maxed out used a second off book company to goose the second one Bury the books on those and keep printing money selling your $CVNA stock for billions"
X Link 2026-01-28T18:55Z [--] followers, [---] engagements
"@IndraStocks @GothamResearch how much did the Garcia family pay you to create this refute"
X Link 2026-01-30T14:27Z [--] followers, [----] engagements
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