@IndraStocks Avatar @IndraStocks Indra

Indra posts on X about $cvna, ai, $googl, money the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 48.51% finance 25.74% technology brands 16.83% countries 5.94% social networks 1.98% currencies 0.99% celebrities 0.99% gaming 0.99%

Social topic influence $cvna #40, ai 11.88%, $googl 7.92%, money 5.94%, auto 4.95%, business 4.95%, $kmx #1, if you 3.96%, $ntes 3.96%, ceo 3.96%

Top accounts mentioned or mentioned by @gothamresearch @finnbarian @coffeesamosa @hiddemulder2 @lkpreserve @teabagcapital @realjimchanos @jdtiger17 @deepsailcapital @kjetilseksekris @acpotango @randolphduke7 @tickerplus @mrbennychan @mwm76 @bmm3 @atelicinvest @hiltonhotels @nicksortor @noahpinion

Top assets mentioned Carvana Co. (CVNA) Alphabet Inc Class A (GOOGL) CarMax, Inc (KMX) Metadium (META) Hilton Hotels Corporation Common Stock (HLT) Hertz Global Holdings, Inc Common Stock (HTZ) Take-Two Interactive Software, Inc. (TTWO) Opendoor Technologies Inc Common Stock (OPEN) Taiwan Semiconductor (TSM) Match Group Inc (MTCH) Bumble Inc. (BMBL) Corsair Gaming, Inc. (CRSR) DoorDash Inc. (DASH) GoodRx Holdings, Inc. (GDRX) Unity Software Inc. (U)

Top Social Posts

Top posts by engagements in the last [--] hours

"With Discord likely looking for an IPO this year I would say it's possibly a better way to find a relationship than $MTCH or $BMBL Dating apps I think are mostly a UI/UX problem where the pretense of being explicitly dating must be dropped and follow on communities = higher LTV If your Discord join date is in [----] and you aren't already married now it's possible you won't ever be If your Discord join date is in [----] and you aren't already married now it's possible you won't ever be"
X Link 2026-01-08T19:51Z [----] followers, [----] engagements

"I'm sorry but how do you publish this This is just so obviously false. Do you really see a chart implying the average $CVNA buyer was doing 80% down a few years ago and not immediately think your analysis is incorrect This guy can't vibe code a graph and people think SaaS dead 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 Just published my forensic short thesis on $CVNA:"
X Link 2026-02-05T18:33Z [----] followers, 14.3K engagements

"$CVNA December Unit Change: +45% YoY $KMX December Unit Change: -16% YoY"
X Link 2026-01-02T22:31Z [----] followers, [----] engagements

"If you don't want to long anything in semis/memory you can just short $CRSR because not only do they lose margin with dram mooning they are also just incompetent. win/win"
X Link 2026-01-02T23:00Z [----] followers, [----] engagements

"An interesting byproduct of the shift towards social media is how clearly incompetent some corporate comms teams are. $HLT is worth 66b and they couldnt find anyone that knows how X works. What hotel What actions 2k impressions for a hot issue. Just totally inept"
X Link 2026-01-05T23:40Z [----] followers, [----] engagements

"So now if Drivetime looks artficially bad due to accounting why does CVNA look good The easy answer is business model but many simply refuse to understand this and default to fraud. From the tables below for example even ignoring the silliness of only showing CFO and not including financing Gotham is not being a good actor. The two explanations for this rhetoric are incompetency or attempts to be misleading. Neither are great What's a simple reason Carvana might have had negative cashflow in 2018-2022 spiking in [----] and [----] Is it perhaps because they were rapidly expanding infrastructure"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"First off lets look at the claim "DriveTime instantly recognizes a marked to market loss on its [----] loan balances" This fact is from the Drivetime [----] 10-K wherein it states that Drivetimes owned loan portfolio has a $5.9b principal balance and $5b fair value. Apologies in advance for discussing the intricacies of auto lending especially sub-prime. It's a bit dry and math intensive. The scenario effectively is: Drivetime has $5.9b in loan principal. "Fair value" is $5b. This looks really bad if you don't understand subprime auto lending. First off these numbers will look uniquely bad in"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"Gotham likely agrees that just pointing at the differing performance isn't particularly compelling for an educated reader but it's nice story telling. As a result they also include a table of vehicles which they assert were listed for sale on and ended up on a Bridgecrest balance sheet. The claim here being that Carvana essentially funnels bad loans to Bridgecrest to eat the loss. Well it just so happens that I am an esteemed collector of millions of VIN numbers that have gone through the Carvana site The most recent vehicle they have which lists Carvana as where it was last listed for sale"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"GoFi: I can't be bothered to read all of that but what I'd assume is happening is Garcia Sr is being cute and providing a lending arm for 3rd party dealers that want to sell vehicles (such as Hertz) for subprime. Some commingling with Bridgecrest/CVNA sprinkled in. Who cares if the loans are profitable. Gotham has not made any coherent argument that the loans themselves perform poorly. There has not be a single instance of actually analyzing the performance of ABS deals. I haven't seen a single instance. They will quote random people on Facebook though complaining and submit FOIA requests for"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"@tickerplus I think $NTES is actually pretty well positioned here. Still a ways off from meaningful 3D AI gen even if demos are nice. Overall system design/IP/narrative direction/art direction requires human input. In reality studios can simply have fewer temp contractors"
X Link 2026-01-30T17:53Z [----] followers, [---] engagements

"@mr_Benny_Chan @LKPreserve @GothamResearch doordash also charges a premium to pickup. scam"
X Link 2026-01-30T19:47Z [----] followers, [--] engagements

"@jdtiger17 no"
X Link 2026-01-30T23:08Z [----] followers, [---] engagements

"@MWM76 $CVNA could [--] and I'd have a better return track record than anyone shorting it"
X Link 2026-01-31T18:53Z [----] followers, [----] engagements

"@HiddeMulder2 @TeaBagCapital You're looking at an old vintage during a weak period where CNL was marginally higher than expected so the residual buyer MAYBE lost money"
X Link 2026-02-05T07:49Z [----] followers, [--] engagements

"@DeepSailCapital @B_M_M_3 It's not 55x ntm earnings"
X Link 2026-02-06T04:27Z [----] followers, [---] engagements

"@atelicinvest All roads lead to GCP"
X Link 2026-02-06T08:26Z [----] followers, [---] engagements

"Didn't even remember to track this. $GDRX MAUs now down 23% and stock down 60% Medicare part D cap to $2000 from $8000 (iirc) might be a drastic downgrade to $GDRX volumes into [----]. Instead of getting anyone spending like $0-$12k now they only get $0-$3k. Why would this not lead to MAU loss when implemented in [----] Medicare part D cap to $2000 from $8000 (iirc) might be a drastic downgrade to $GDRX volumes into [----]. Instead of getting anyone spending like $0-$12k now they only get $0-$3k. Why would this not lead to MAU loss when implemented in 2025"
X Link 2025-12-04T22:46Z [----] followers, [----] engagements

"Like why is Bill Ackman the spokesperson for $HLT Is it not totally bizarre that a $70b mkt cap is having its comms run by a random investor Bill instead of @ an account last used [---] years ago ask the CEO to do his job Apparently @HiltonHotels is terminating the franchise effective immediately. Credit to @nicksortor for his investigative work. Apparently @HiltonHotels is terminating the franchise effective immediately. Credit to @nicksortor for his investigative work"
X Link 2026-01-06T15:50Z [----] followers, [----] engagements

"Thread covering the @GothamResearch report on $CVNA: [--]. To start I do not trust short reports where the crux of the thesis is disingenuous rhetoric and not meaningful analysis. "We believe the two largest drivers of CVNA earnings -related party income and Gain on Loan sales - are larger and more dependent on DriveTime & the Garcia ecosystem than previously disclosed." - GCR This misrepresentation is a common theme in short reports covering CVNA. At the end of the day they sell cars. While related party income and Gain on Loan sales are a nice boon they are not the primary driver of the"
X Link 2026-01-30T04:58Z [----] followers, 20K engagements

"Next up: SilverRock Tldr: SilverRock provides service contracts. Carvana sells them. SilverRock is Drivetime. Carvana gets a kickback on the service contracts. Textbook affiliate marketing but scary because "related party" Also again like I wrote hours ago way above VSC's are like $200m of gross profit a small fraction of total profit. There is blatantly economic value in CVNA forwarding demand to services. Just look at Root "SilverRock and DT/BAC generate similar amounts of revenue from ancillary products but SilverRocks cost of revenue is 2x Dr. This seems where value is extracted away from"
X Link 2026-01-30T04:59Z [----] followers, [----] engagements

"The rest of this piece of shit is quibbling about something being $9m or $10m on different balance sheets and I honestly just do not care which way a company wants to calculate fair value of a service contract. At the end of day if $CVNA is going to be a shitty investment and good short it would require them to not be by far the best operated automotive dealer i the country. Thankfully they are so they generate best in class margins on everything and will continue to insatiably grow despite the droning on the incompetent. @GothamResearch you wasted my time and should feel ashamed for being"
X Link 2026-01-30T04:59Z [----] followers, [----] engagements

"Guys to be clear the Garcia's don't pay me anything The incessant moronic short reports and fraud allegations have enabled me to dramatically outperform any conceivable benchmark by a lot due to $CVNA So while your posts are very very ignorant I do thank you. @IndraStocks @GothamResearch how much did the Garcia family pay you to create this refute @IndraStocks @GothamResearch how much did the Garcia family pay you to create this refute"
X Link 2026-01-30T17:09Z [----] followers, 14.4K engagements

"CarMax is playing CEO musical chairs and sells fewer cars than Carvana at worse margins. Elementary school math classes can prevent these misunderstandings @RealJimChanos @IndraStocks @GothamResearch Carvana has a [--] billion market cap. They sold around [-------] cars in [----]. Carvanas market cap per sold car is around $ [-------] In context Karmax has a market cap per sold car around $10.000 We haven't even mentioned the fraud allegations. $ [---] / [--] = $2625 share price @RealJimChanos @IndraStocks @GothamResearch Carvana has a [--] billion market cap. They sold around [-------] cars in 2025."
X Link 2026-01-30T17:17Z [----] followers, [----] engagements

"Wrt $U $NTES $TTWO etc Generative AI for 3d worlds is still very very early. Games require consistency of systems/art/narrative. AI cannot realistically whole stack a game but it can be a massive productivity unlock throughout the stack Imo $NTES is at a significant adv"
X Link 2026-01-30T18:08Z [----] followers, [----] engagements

"$KMX currently sells about 10% more cars than $CVNA thus far in [----]. KMX is shrinking by 5-10% CVNA is growing by 40-50% $CVNA will sell more cars than $KMX in [----] by quite a bit @IndraStocks Carvana doesnt sell more used cars than KMX. @IndraStocks Carvana doesnt sell more used cars than KMX"
X Link 2026-01-30T19:25Z [----] followers, [----] engagements

"@coffeesamosa Who do you think buys billions in fixed pool auto loans Your neighbor"
X Link 2026-01-30T20:21Z [----] followers, [---] engagements

"Nobody is remotely close to $CVNA scale in online Access to capital is definitely not like for like It should be pretty obvious why the company with a strictly better business model is able to grow extremely fast at high margins. @IndraStocks @KjetilSekseKris how most dealership groups (many owned by extremely successful people) buy and resell used cars online. they roughly have the same access to capital. it's a transparent very competitive market. why is cvna so much better than everyone else @IndraStocks @KjetilSekseKris how most dealership groups (many owned by extremely successful"
X Link 2026-01-31T00:47Z [----] followers, [----] engagements

"I get that I'm a young fella social norms were different back in the day and corresponding with Epstein doesn't mean you were doing illegal things But I feel like I'd have a bit more aversion to shooting the shit with a convicted pedophile"
X Link 2026-01-31T21:23Z [----] followers, [----] engagements

"I've never handwritten a line of production code and was able to "complete" this using Claude Opus [---] for coding and Gemini [--] Flash for decision making. It took closer to [--] minutes as I was using an LLM API to make decisions. Could likely get it sub [--] with (way) more work Solve this in under [--] minutes and Ill offer you $500k/year in cash plus several million in equity I'm building a Computer-Use team goal is to use computers better than humans No experience or PhD needed Instructions: [--]. Solve all [--] challenges on this website in under [--] https://t.co/CEZLhMR8mY Solve this in under [--] minutes"
X Link 2026-02-03T20:52Z [----] followers, [----] engagements

"It's pretty fascinating how smart LLM's are so this was a fun use of my last [--] hours. Approach was basically feeding a bunch of context to Gemini and having it create "skills" that could then be used deterministically to speed up navigation. If skills failed call model and add a new skill. So giving it mouse control keyboard control code injection etc and having it categorize problems+how to solve the problem. I do not think a "general" agent could complete this in [--] minutes but LLM based solutions 100% could. It's also a bit tricky since some steps require javascript extraction which is not"
X Link 2026-02-03T20:56Z [----] followers, [----] engagements

"I like $CVNA shorts because they post stuff like this and imply its a bad thing that CVNA makes a bunch of money charging people for optional convenience. $CVNA offers free shipping on roughly 10% to 15% of its cars. That means that customers pay up to $1200 for shipping which CVNA will roll into your financing. $CVNA offers free shipping on roughly 10% to 15% of its cars. That means that customers pay up to $1200 for shipping which CVNA will roll into your financing"
X Link 2026-02-04T03:10Z [----] followers, [----] engagements

"Not quite ready for a full launch yet but we now have an earnings calendar available for free on Clarity. Tracks prior 30d price data analyzes prior earnings calls online news historical financials and more to generate earnings previews. Infinitely more features to come"
X Link 2026-02-04T19:24Z [----] followers, [----] engagements

"QTD Unit growth +41% YoY for $CVNA which I believe is negatively impacted by -5% due to winter storms. Normalizing past couple days to resume 40% YoY growth. I'd guess Q1 ends up being +45-50% YoY for them vs -5% for $KMX $CVNA it has been awhile since bull accounts posted about weekly unit sales comp growth.wonder why that might be $CVNA it has been awhile since bull accounts posted about weekly unit sales comp growth.wonder why that might be"
X Link 2026-02-04T19:36Z [----] followers, [----] engagements

"My account goes up and down like 5% a day all so we can be up 3% YTD"
X Link 2026-02-06T21:07Z [----] followers, [----] engagements

"In the weird boat where I happily invest in Chinese equities but at the same time think skiing for China when you live in the US is deeply wrong. Patriot at heart"
X Link 2026-02-10T17:52Z [----] followers, [----] engagements

"You guys are going to keep making me swing trade $CVNA calls"
X Link 2026-02-11T18:18Z [----] followers, [----] engagements

"Was thinking about AI being bullish for CDNs recently. Cool to see $FSLY actually go up for the first time in [--] years. Never give up"
X Link 2026-02-13T05:26Z [----] followers, [----] engagements

"Brief thread on knife catching: Fwiw this sentiment isn't always true. When a stock dies you don't need to know everything. Of course that's nice but you typically have very little time to make a decision. The focus should be on refuting the narrative that made it die. If you want to go bottom fishing in $UNH you need to deeply understand regulatory risk associated with Medicare drug pricing Pharmacy Benefit Managers and healthcare overall. I don't deeply understand those things. I don't care to deeply understand them. So I will avoid. If you want to go bottom fishing in $UNH you need to"
X Link 2025-05-15T23:17Z [----] followers, 12.4K engagements

"Irrespective of NVDA results it is not possible to own too much AI exposure. Gemini is absurd"
X Link 2025-05-28T20:09Z [----] followers, 13.7K engagements

"New blog post up on $CVNA. Sharing a weekly coverage format that I think is interesting and includes info on their pricing vs CarMax unit sales trends vs expects etc. Worked hard on it so let me know your thoughts Cheers. (Link in bio)"
X Link 2025-05-29T17:36Z [----] followers, 17.2K engagements

"Another new blog post up discussing the fact that the prior blog post was 100% AI generated by $GOOGL's Gemini. Absolutely 0% of the content was written or edited by me. The data however is quite real and sourced via Clarity. We are still so early and won't have jobs soon New blog post up on $CVNA. Sharing a weekly coverage format that I think is interesting and includes info on their pricing vs CarMax unit sales trends vs expects etc. Worked hard on it so let me know your thoughts Cheers. (Link in bio) New blog post up on $CVNA. Sharing a weekly coverage format that I think is interesting"
X Link 2025-05-30T21:44Z [----] followers, 13.6K engagements

"My guess is [--] biases that make war stuff mispriced [--]. Modern warfare is no longer intuitive. Israel can trounce Iran because of nebulous things like intelligence capabilities stealth and generic technology. Size doesn't really matter as much. [--] guy in an F351000 infantry"
X Link 2025-06-14T21:11Z [----] followers, 15.4K engagements

"@Noahpinion Noah would you rather have [--] F-35 or [----] infantry men you need to march across the desert"
X Link 2025-06-15T20:41Z [----] followers, 13.5K engagements

"It's deeply ironic that a book titled "Antifragile" made Taleb famous Irrespective of your views of Israel it's pretty easy to not root for the Iranian Regime. If you are able to read this tweet they would probably prefer you be dead. It's not rocket science"
X Link 2025-06-16T23:46Z [----] followers, [----] engagements

"Happy [--] year anniversary to me selling $HOOD after a 20% pop at like $12"
X Link 2025-06-18T19:01Z [----] followers, [----] engagements

"Occasional reminder that $GOOGL has the best model on the market that is much cheaper than OpenAI. They also have Waymo the world's #1 video platform and perhaps the best ad business ever created All in a neat package of 20x earnings"
X Link 2025-06-18T21:26Z [----] followers, 40.9K engagements

"It's a shame because irrespective of how you feel about Trump him and Bibi essentially removed the threat of the Iranian regime in a week with zero military casualties That is a phenomenal outcome. Sadly politics is so absurd that this is a point of derision bc Trump did it The Presidents disastrous decision to bomb Iran without authorization is a grave violation of the Constitution and Congressional War Powers. He has impulsively risked launching a war that may ensnare us for generations. It is absolutely and clearly grounds for impeachment. The Presidents disastrous decision to bomb Iran"
X Link 2025-06-22T03:40Z [----] followers, [----] engagements

"@wanyeburkett Bernie is sad bc I thought he was just a misguided idealist at first but it's become clear he's just a complete liar over time. Can't respect the latter"
X Link 2025-06-26T03:23Z [----] followers, [----] engagements

"We are in year [--] of this cool money hack where you just bought $CVNA and compounded at 100%+ Eventually this will stop working but thus far it's been pretty cool"
X Link 2025-07-16T16:43Z [----] followers, 18.8K engagements

"Just shut up and buy $OPEN before they announce crypto mortgages backed by stable coins and your shares in crypto treasury companies"
X Link 2025-07-16T17:37Z [----] followers, 40.2K engagements

"Girlfriends dad manages West Coast sales for $100b company. They have internal AI team multi-million budget etc He sends them an excel file and asks if they can automatically attach some $CRM data Been trying to get this for weeks nobody internally can figure it out"
X Link 2025-07-18T01:54Z [----] followers, 10.4K engagements

"Just shut up and buy $CDLX before they announce a partnership with $CRCL to provide cash back in stable coins or fractional shares of crypto reserve stocks Another extremely highly shorted but fundamentally solid candidate for the next $OPEN style move is $CDLX. Actually a great asset light tech biz in the midst of turnaround with new CEO from Stripe. Down 95% from IPO and 99% from ATH. Similar to Carvana with Cliff Sosin in at $44. Another extremely highly shorted but fundamentally solid candidate for the next $OPEN style move is $CDLX. Actually a great asset light tech biz in the midst of"
X Link 2025-07-22T03:35Z [----] followers, 17.2K engagements

"$BIGC is short for "Big Crypto". Expect an 8-K announcement on the name change shortly as the company begins focusing on partner-focused crypto instead of e-commerce $BIGC is down 97% from its fomo peak and 94% from the very hyped day [--] high IPO price. Its a positive FCF partner-focused ecommerce platform in the midst of a transtion back to growth and asset light self-service model. Bigcommerce has a new CEO from Accenture who has led [--] $BIGC is down 97% from its fomo peak and 94% from the very hyped day [--] high IPO price. Its a positive FCF partner-focused ecommerce platform in the midst of a"
X Link 2025-07-25T16:43Z [----] followers, [----] engagements

"Might actually end up hitting [--] years in a row of 100% returns Thanks $CVNA We are in year [--] of this cool money hack where you just bought $CVNA and compounded at 100%+ Eventually this will stop working but thus far it's been pretty cool We are in year [--] of this cool money hack where you just bought $CVNA and compounded at 100%+ Eventually this will stop working but thus far it's been pretty cool"
X Link 2025-07-30T20:31Z [----] followers, 11K engagements

"Today I was informed my portfolio allocation would be reduced by 85%. I opted to instead cease managing that account. Total return: +435% over [---] years Largely $CVNA $BLND $META and others. Was fun will post a blog in a bit 🙏"
X Link 2025-08-08T23:27Z [----] followers, 30.8K engagements

"Spending the weekend culturally enriching my dog Going to get her some $CROX and manifest a turnaround"
X Link 2025-08-10T17:04Z [----] followers, 13.3K engagements

"@Jack_Raines The purpose of Snap is to turn investor money into more vacation homes for Miranda Kerr Better than most companies tbf"
X Link 2025-08-29T18:11Z [----] followers, 53.7K engagements

"There was a guy on here a couple years ago that said he benchmarked every potential investment vs $GOOGL Very glad that resonated with me at the time"
X Link 2025-09-02T21:46Z [----] followers, 17.9K engagements

"Charlie Kirk's crime was being a mildly annoying conservative leaning debate nerd On a university campus you have more students comfortable expressing glee over his killing than saying they support capitalism Ideological disconnect from reality is absurd at this point"
X Link 2025-09-10T21:39Z [----] followers, [----] engagements

"It's actually pretty absurd how hard it is to get video game exposure via publics if $EA is taken private. You basically have $TTWO and $RBLX as all the other large CO's are buried in $MSFT/Tencent/private"
X Link 2025-09-27T02:28Z [----] followers, 17.4K engagements

"New blog on the Stack. Covers AI with a few main points [--]. AI capabilities are much better than you think [--]. They will continue to rapidly improve [--]. This is still grossly underappreciated So I'm buying a ton of $GOOGL and working on making models better at financial analysis"
X Link 2025-10-01T21:48Z [----] followers, [----] engagements

"My portfolio is currently like 75% $CVNA 15% $GOOGL 5% $TSM 5% random other bets (INTC/NTES/etc) I think CVNA has the best r/r into earnings and 3+ years. GOOGL has the best r/r over 1-2 years"
X Link 2025-10-13T17:24Z [----] followers, 16.7K engagements

"Tomorrow 100% of my net worth reports earnings in $CVNA and $GOOGL so will chuck up a blog post later today reflecting on money management mumbo jumbo than share some pre-earnings thoughts tomorrow"
X Link 2025-10-28T19:41Z [----] followers, [----] engagements

"Im very very far from truly wealthy but as an act of advice do not share screenshots of portfolios smaller than I could put together in highschool to brag about returns @StockMKTNewz The opportunity to build a position in Google was first in [----] at around $90/share. Then you had another screaming opportunity this spring in the $150-$170 range. But now people are bidding it up and buying at $250+ It doesnt make sense. Google is a great company but it https://t.co/YTQp2mt3jS @StockMKTNewz The opportunity to build a position in Google was first in [----] at around $90/share. Then you had another"
X Link 2025-10-30T21:46Z [----] followers, 105.1K engagements

"This is the actual Cliff Sosin burner When 1/2 of my X feed is debating if $META is overvalued at 21x and the other 1/2 is debating the fine print of $CVNA securitizations to assess if it is a fraud were not at a speculative market top. Think about it. When 1/2 of my X feed is debating if $META is overvalued at 21x and the other 1/2 is debating the fine print of $CVNA securitizations to assess if it is a fraud were not at a speculative market top. Think about it"
X Link 2025-10-30T23:01Z [----] followers, 23.4K engagements

"@Investwithj25 You are totally free to post how you wish but for your sake if you want to be taken seriously you can not include the account values lol"
X Link 2025-10-30T23:21Z [----] followers, [----] engagements

"Enterprise AI revenue will explode in H2 [--] and everyone will look very silly Bookmark it"
X Link 2025-11-06T20:21Z [----] followers, [----] engagements

"My hot take on $KMX is they should try to figure out full service for used vehicles similar to the dealer model for new vehicles. Logistics can be hard so I'm spit balling but ramping up a standardized service model at flat rate would be an interesting proposition"
X Link 2025-11-07T09:37Z [----] followers, [----] engagements

"Salesforce says 540b tokens in October. Summarizing Huang on JRE uses 1m in about [--] minutes The entirety of Salesforce uses about as many tokens as it takes to summarize all JRE podcasts for [---] people. Enterprise token usage will 1000x Salesforce FY26 & Q3 Growth & Agentforce [---] Trillion Tokens Salesforce Growth: FY26 $41.55B (Guidance) FY25 $37.9B FY24 $34.9B [----] $31.4B [----] $26.5B [----] $21.3B [----] $17.1B [----] $13.3B [----] $10.5B [----] $8.4B [----] $6.7B [----] $5.4B [----] $4.1B Salesforce Operating Cash https://t.co/ZpR770tQUd Salesforce FY26 & Q3 Growth & Agentforce [---] Trillion Tokens"
X Link 2025-12-04T17:30Z [----] followers, [----] engagements

"How long until $AAPL buys $YELP"
X Link 2025-12-06T17:15Z [----] followers, [----] engagements

"Time to start random [----] and forward predictions #1 is that China indisputably takes over the video games industry. Much faster and more thorough AI adoption for development. PC parts will increasingly shift to Chinese suppliers as NVDA/AMD prioritize data centers"
X Link 2025-12-31T00:31Z [----] followers, [----] engagements

"$NTES and $TCEHY already had very good years and I would guess that continues"
X Link 2025-12-31T00:32Z [----] followers, [----] engagements

"Anyways new portfolio for the new year is currently: $CVNA $GOOGL $TSM $NVDA $INTC $EWY $AMZN $META $NTES $TCEHY Thesis is basically AI and physical logistics advantages"
X Link 2026-01-05T18:11Z [----] followers, [----] engagements

"I mean at the end of the day SaaS valuations were just absurd. You cant do 50x sales and pay out 5-10% of sales in SBC. The entire premise was some future cost plateau with insane unit economics which didn't develop at many cos and eye watering SBC became employee expectation SBC is irrelevant to the software convo [--]. Nobody mentions SBC until stocks go down [--]. They dont care when stocks go up [--]. AI is killing software or it isnt [--]. If AI kills software SBC doesnt matter [--]. If AI isnt killing software stocks go back up. SBC doesnt matter SBC is irrelevant to the software convo [--]. Nobody"
X Link 2026-01-22T19:30Z [----] followers, 21.8K engagements

"For what it's worth eventually API will be 95% of AI lab revenues (in my opinion) Part of why I've said Anthropic is a steal at $300b We have added more than $1B of ARR in the last month just from our API business. People think of us mostly as ChatGPT but the API team is doing amazing work We have added more than $1B of ARR in the last month just from our API business. People think of us mostly as ChatGPT but the API team is doing amazing work"
X Link 2026-01-22T20:16Z [----] followers, [----] engagements

"@nimt61 pretty much yeah"
X Link 2026-01-28T18:05Z [----] followers, [---] engagements

"I'll go through the $CVNA short report stuff later today or tomorrow and post full thoughts. Cursory glance its pretty similar accusations where "fraud" is assumed given results and then some wonky analysis is built to justify that conclusion"
X Link 2026-01-28T21:03Z [----] followers, 19.5K engagements

"On the topic of related parties Gotham makes a variety of claims. We will first focus on criticisms of Drivetime operational efficiency in recent years as evidence of "funneling" value to CVNA Ex: "DriveTime burned over $1 billion in cash flow between 2023-2024 even while CVNA generated cash flow for the first time ever starting in those years." "DriveTime net margins are basically 0% from 2022-2024 and actually down in [----] vs [----] levels. This contrasts with CVNA reported net margins which have only grown since [----] (2023 & [----] are coincidentally only years ever that CVNA reported positive"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"All that said let's try and move past the silly rhetorical pointing at results and focus on the key direct evidence Gotham presents that CVNA is being subsidized. Gotham believes Drivetime subsidized CVNA adjusted EBITDA to the tune of $700m in [----]. This is rather perplexing. Per CVNA's [----] 10-K they booked $200m in revenue from related party VSC sales. Even if we non-sensically assume that revenue was 100% just a loss for Drivetime we are still short $500m. So the remaining $500m has to come from retail sales wholesale sales or financing. Retail and wholesale are of course non-sensical as"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"Let's assume CVNA is just punting off loans to Drivetime like Gotham says. The below excerpt is just really really stupid. Again yes gain on loan sales are performing better than [----] duh. @GothamResearch please stop making me spend my Thursday reading slop. Gain on Sale of loans really isn't complicated. Look at CVNA's 2025-N1 securitization. Link: Weighted Average APR: 22% Average Bond Coupon: 5.8% Servicing Fee: 2.5% Projected CNL: 16% So roughly excess spread of 13.8% annual losses of 8% weighted average life of [--] years neat little 5.8% spread on a $300m loan pool for [--] years call it $35m"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"Gotham says: "Ally and Purchaser trusts pay servicing fee of 2.9% and 2.2% respectively in [----] $87.1 and $84.5 million in fees. These figures can be calculated with the CVNA 10K & DEF14." "Undisclosed Third parties pay 0.12% in servicing fees which amounts to $10.4 million in [----]. it is unclear if these third parties are related parties. We are able to calculate this implied servicing fee with figures only found in the DriveTime [----] Annual Report" "Third parties would pay $133-$177 million in fees not $10.4 million If they paid servicing fees closer to market rates (which we believe Ally"
X Link 2026-01-30T04:58Z [----] followers, [----] engagements

"@blue_chip1 Well because Drivetime is a shitty subprime auto retailer and Carvana is a phenomenal company"
X Link 2026-01-30T05:43Z [----] followers, [---] engagements

"@MinotaurStocks GoFi is just being a subprime originator for Hertz and partners"
X Link 2026-01-30T06:28Z [----] followers, [---] engagements

"@HiddeMulder2 Very few people seemingly understand the business model"
X Link 2026-01-30T06:32Z [----] followers, [---] engagements

"@21CenFin @GothamResearch Retail gross profit is the portion of gross profit from selling the car before and VSCs or financing etc Be honest have you even once opened a Carvana filing"
X Link 2026-01-30T06:39Z [----] followers, [---] engagements

"@RealJimChanos @GothamResearch Yeah I mean if you're a moron and quote portions of gross profit as a percentage of bottom line like it means anything each portion sounds large Would you like to mention the best in class metal margin Do you believe loan packages with 5%+ excess spread are good investments"
X Link 2026-01-30T17:05Z [----] followers, [----] engagements

"@coffeesamosa @GothamResearch CVNA has generated about $100m in gains for my former firm and also done quite well for me personally. There are not any meaningful intercompany loan sales"
X Link 2026-01-30T17:32Z [----] followers, [---] engagements

"@Sloth_Bets @GothamResearch Who has done a good job Gotham did not touch on Carvana loan performance at all. He only did trivially incorrect math on servicing fees"
X Link 2026-01-30T17:48Z [----] followers, [---] engagements

"@UrInsideMan They are actually mostly prime. The idea it's all subprime is misguided"
X Link 2026-01-30T17:59Z [----] followers, [---] engagements

"@LKPreserve @GothamResearch The servicing expenses are not well below market. CVNA loan portfolio residuals have outperformed every retail value investor with shorting enabled in their brokerage"
X Link 2026-01-30T18:10Z [----] followers, [---] engagements

"@KjetilSekseKris Their growth is driven by being the best used auto dealer by a lot"
X Link 2026-01-30T18:34Z [----] followers, [---] engagements

"@AcPotango Well it's also because unit volumes were down double digits YoY but whos counting"
X Link 2026-01-30T19:26Z [----] followers, [---] engagements

"@coffeesamosa CVNA is selling the vast majority of their loans to Ally and ABS buyers. Drivetime is irrelevant to that"
X Link 2026-01-30T19:28Z [----] followers, [---] engagements

"@coffeesamosa It's about 45% ally 45% abs hope that helps"
X Link 2026-01-30T19:41Z [----] followers, [---] engagements

"@coffeesamosa They sold about $1b each to ALLY ABS and unrelated third parties in Q3 [----]. hope this helps"
X Link 2026-01-30T19:54Z [----] followers, [---] engagements

"@aleximm @OpenAI @sarahdingwang @justin_kahl @shangdaxu This is a dumb argument. Anthropic is the best for coding there's no argument. Anthropic is specifically a coding focused model so of course OpenAI and then Gemini will be popular for other use cases"
X Link 2026-01-30T19:59Z [----] followers, [---] engagements

"@matt_slotnick Agentic browsing going to be super weird with all the anti-bot protections. Hard to imagine Google isn't best positioned there"
X Link 2026-01-30T20:10Z [----] followers, [----] engagements

"@coffeesamosa institutional credit buyers Is your view that Garcia Sr is powerful enough to convince Ally and dozens of credit funds to take losses for his personal enrichment"
X Link 2026-01-30T20:13Z [----] followers, [---] engagements

"@HiddeMulder2 @TeaBagCapital I mean its blatantly not a fraud"
X Link 2026-02-04T21:39Z [----] followers, [---] engagements

"TickerTrends are cool guys check them out Separately Chinese game publishers are really clicking past couple years. Definitely a space to watch $3659 Arc Raiders hit new ATH player count this weekend Sentiment is extremely positive players saying "this game keeps blowing me away" "Im not mad that GTA6 got delayed for another year because now I can play BF6 and Arc Raiders" https://t.co/wwHOueunu4 $3659 Arc Raiders hit new ATH player count this weekend Sentiment is extremely positive players saying "this game keeps blowing me away" "Im not mad that GTA6 got delayed for another year because now"
X Link 2025-11-10T18:33Z [----] followers, [----] engagements

"Been [--] weeks since I allocated to and started tracking a basket of Chinese equities. Perf: China: +4.46% SPY: 4.55% QQQ: 2.48% KWEB: 8.66% MCHI: 5.89% Best is QFIN at +27% worst is at -11%. China o/p varies by day. Curious how basket develops vs index http://1908.hk http://1908.hk"
X Link 2024-03-14T00:53Z [----] followers, [----] engagements

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