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Semi𝕏ynic posts on X about elon musk, money, $cvna, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance celebrities stocks
Social topic influence elon musk, money, $cvna, investment, market cap, $open, home loans, abs, balance sheet, why is
Top assets mentioned Carvana Co. (CVNA) Open Custody Protocol (OPEN)
Top posts by engagements in the last XX hours
"@wiseapeman As a value driven investment it had $XXX million market cap. $CVNA makes money through sale of securtized loans. $OPEN doesnt originate loans so theyre pretty much replicating the less profitable / unprofitable part of CVNAs business"
X Link @SemiCynic 2025-10-14T11:15Z 2657 followers, XXX engagements
"@BoodleNft @rabois @GiveUsArms @paul_davys @8bitsteveo @Opendoor @elonmusk @CanadaKaz Opendoor would have to deal with all that nonsense you dealt with and every time they have to show negotiate repair or deal with a buyer backing out that's less $ to the bottom line. At some point better tech pipes only get you so far 🤷♂"
X Link @SemiCynic 2025-10-13T14:53Z 2657 followers, XXX engagements
"@MmtlpD2627 @palikaras Youre free to invest in the illiquid markets where short selling is illegal or uncommon. Nobody is forcing you to participate in penny stock bullshit"
X Link @SemiCynic 2025-10-14T00:19Z 2657 followers, XX engagements
"@wiseapeman How familiar are you with the process to originate home loans and securitize them for sale as ABS"
X Link @SemiCynic 2025-10-14T12:47Z 2656 followers, XX engagements
"@jimmichel2 @GiveUsArms @8bitsteveo @Pray4Tendies @rabois @paul_davys @Opendoor @elonmusk @ericjackson Im short OPEN. I think most people who are investing above $XXXX have zero clue what their balance sheet or operating metrics look like"
X Link @SemiCynic 2025-10-13T23:57Z 2657 followers, 2626 engagements
"@paul_davys @GiveUsArms @rabois @Pray4Tendies @8bitsteveo @Opendoor @elonmusk @ericjackson I think that short term hype aside its pretty easy to get it and the base case should be continued cash burn"
X Link @SemiCynic 2025-10-13T04:33Z 2657 followers, XX engagements
"@shimonii10 @Pokemongo46424 @NapingSac @Beefly0123 @Anthony12170726 @John_Hempton @CEOAdam Youre the one that came to this thread Personally I just find it interesting that people still dont really understand how capital structure works even after being taken to the woodshed for a few years straight"
X Link @SemiCynic 2025-10-11T15:53Z 2657 followers, XX engagements
"@Pray4Tendies @GiveUsArms @rabois @8bitsteveo @paul_davys @Opendoor @elonmusk @ericjackson CVNA makes almost all their money through resale of securitized loans not through the actual flipping of cars. Eric knows this and dodges the question every time"
X Link @SemiCynic 2025-10-13T04:25Z 2655 followers, XX engagements
"@wiseapeman I agree this is a space they could enter. If they did what timeline would you expect and what multiple would you assign I dont see excitement about the possibility of making todays originators AI-first. Why is it a hype play to make an AI-first company an originator"
X Link @SemiCynic 2025-10-14T13:46Z 2657 followers, XX engagements
"@RobStonkowskii @Barchart Depends on the entry. I think a lot of long-only investors apply a long-only perspective to position sizing and risk management. On the short side its very different"
X Link @SemiCynic 2025-10-15T22:08Z 2657 followers, XX engagements
"@wiseapeman @Opendoor It is a real estate stock. The core business is buying and selling homes. They can improve operations with AI but that doesnt change the core business - buy low sell high"
X Link @SemiCynic 2025-10-13T22:11Z 2657 followers, XXX engagements