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@Vibeship1 Steve LeeSteve Lee posts on X about $cvna, $ally, $wfc, polymarket the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% finance XXXXX% technology brands XXXX%
Social topic influence $cvna #81, $ally #5, $wfc #172, polymarket 5.56%, $next 5.56%, ipo 5.56%, yield curve 5.56%, all time 5.56%, stocks 5.56%, swan XXXX%
Top accounts mentioned or mentioned by @powerpacks @gamestop @nostredamus @chasmil75801620 @dariocpx @ellliotttb @chicagoguy2020 @pathofthedollar @mrderivatives @kakashiii111 @birdhillcap @unicusresearch
Top assets mentioned Carvana Co. (CVNA) Ally Financial, Inc. (ALLY) Wells Fargo & Co (WFC) NextDecade Corporation Common Stock (NEXT) NVIDIA Corp. (NVDA) Docusign Inc (DOCU)
Top posts by engagements in the last XX hours
"@DarioCpx Not possible unless you're going 36+ months out. wanna bet I'll put XX months on polymarket"
X Link 2025-12-08T04:47Z XX followers, XXX engagements
"$cvna add may mean we are at/near short term top until next bail out. There has been no underwriting adjustment to my knowledge since auto abs paper they issue continues to be bid"
X Link 2025-12-08T06:45Z XX followers, XX engagements
"@EllliotttB Ambitious project that went ipo pre-revenue kind of like $NEXT so time will tell"
X Link 2025-12-10T02:56Z XX followers, XX engagements
"However given current state of the market (RE; U shaped yield curve roughly XX bps finra margin balance all time highs unemployment ticking up and gdp sans data center cratering) I'm nimble and think auto abs stocks like $ally $wfc etc. May black swan us"
X Link 2025-12-08T04:20Z XX followers, XX engagements
"Saying this now as new #'s around employment specifically targeting used auto loans looks horrific. Def not an 08' situation yet. ultimately UBI will en bailout. Insane. Watch that new issue $cvna bid"
X Link 2025-12-08T06:45Z XX followers, XX engagements
"Basically $cvna auto abs paper continues to command premiums despite sharp rise in delinquency even in new issue paper. therefore $ally et Al who are primarily buyers will most likely need bailout since used auto abs is underwritten negative equity anyway"
X Link 2025-12-08T06:45Z XX followers, XX engagements
"@ChicagoGuy2020 @PathofTheDollar @Mr_Derivatives Start the clock now for when $cvna abs trades at a discount instead of premium to market thats most likely the 'canary in the coal mine' $ally"
X Link 2025-12-10T03:10Z XX followers, XXX engagements
"Hence long term (into q4 2026) thesis that auto abs bag holders of specifically $cvna paper get slammed possibly another svb and or nycb situation. Once we see new issue auto abs $cvna paper trade at discount is the smoke signal"
X Link 2025-12-08T06:45Z XX followers, XX engagements
"@kakashiii111 It's very simple and not like enron; huge national security wrapper for one (primary) two there are absolutely massive profits/CapEx which boosts gdp and three (ancillary) the market must have a massive growth narrative to justify value/growth expansion real or not. cue $nvda"
X Link 2025-12-08T05:26Z XX followers, XXX engagements
"Probably bad idea to be short $DOCU ifykyk"
X Link 2025-12-10T03:05Z XX followers, XX engagements
"@birdhillcap @UnicusResearch But it will for abs holders $ally $wfc"
X Link 2025-12-10T03:11Z XX followers, XX engagements