@_kablaa Avatar @_kablaa kablaa

kablaa posts on X about $cvna, auto, $googl, united states 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 42.86% finance 28.57% technology brands 7.14% countries 7.14% automotive brands 7.14%

Social topic influence $cvna #52, auto 21.43%, $googl 7.14%, united states 7.14%, ford 7.14%, search 7.14%, flywheel 7.14%, in the 7.14%, auto loans 7.14%, prime 7.14%

Top accounts mentioned or mentioned by @gothamresearch @cryptonoymous @acpotango @crypto_condom @drfager @lanceroberts @notjimcramer @macroalf @zerohedge @mrbennychan @indrastocks @groditid @ddnanocap @lkpreserve @hiddemulder2 @joinyellowbrick @penguincapital7 @kevihaiceth @hugh_brennan00 @akickingbull

Top assets mentioned Carvana Co. (CVNA) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"See Related queries on Google Trends for "car repossessed" used car market - United States Past [--] years - The 6th top related query is "Carvana" $CVNA . Not Ford. Not Toyota. Not "Capital One". Carvana specifically is what people are likely to search for when their car is repossessed https://trends.google.com/trends/explore/RELATED_QUERIES_0/1770223800hl=en-US&tz=300&date=today+5-y&geo=US&q=car+repossessedused+car+market&sni=3 https://trends.google.com/trends/explore/RELATED_QUERIES_0/1770223800hl=en-US&tz=300&date=today+5-y&geo=US&q=car+repossessedused+car+market&sni=3"
X Link 2026-02-04T16:53Z [---] followers, [----] engagements

"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 concerns Read: https://abeliananalysis.com/posts/carvana-short-thesis/ https://abeliananalysis.com/posts/carvana-short-thesis/"
X Link 2026-02-05T01:14Z [---] followers, 108.2K engagements

"@GothamResearch @LanceRoberts @Not_Jim_Cramer @MacroAlf"
X Link 2026-02-05T01:56Z [---] followers, [----] engagements

"over 30% of the auto loans in the latest "prime" vintage are underwater"
X Link 2026-01-29T20:43Z [---] followers, [----] engagements

"I just submitted complementary analysis to the SEC Whistleblower Program on Carvana's $CVNA P-Series "Prime" auto ABS disclosures (Reg AB II filings). From public EDGAR loan-level data: - 100% unverified stated income (Code 3) artificially low PTI (7.2%) - FICO-APR decoupling (R to [-----] in [----] vintages) - Term extensions to [--] months driving 36.1% underwater (LTV100%) in 2025-P4 - Deferral clustering before delinquency triggers (adjusted 4.5%) Read the full writeup at @GothamResearch https://github.com/Abelian-Analysis/Carvana/blob/main/whitepaper.pdf"
X Link 2026-01-29T17:36Z [---] followers, 25.8K engagements

"Carvana issues high APR loans to "Prime" borrowers"
X Link 2026-01-29T20:45Z [---] followers, [----] engagements

"Bridgecrest uses loan extensions to mask the true delinquency rates of their "prime" vintages"
X Link 2026-01-29T20:46Z [---] followers, [----] engagements

"@GothamResearch @zerohedge"
X Link 2026-02-05T01:54Z [---] followers, [----] engagements

"Correction on Carvana analysis: LTV charts in original report showed "loanValueAtReportingDate" (amortized balance) not "originalLoanValue." Re-ran analysis with correct field. Finding: 30% of loans were underwater at origination across ALL vintages not just recent ones. There is a noticeable drop in [----] but we think this is most likely attributed to a boom in used car prices not more conservative underwriting habits. This doesn't change core thesis (stated income FICO engineering trigger management all stand) but the "deterioration narrative" on LTV was wrong. Updated charts + full"
X Link 2026-02-06T01:45Z [---] followers, [----] engagements

"Carvana holds many of these loans on their books. When 60+ day delinquencies exceed the delinquency trigger the trust indenture typically mandates Early Amortization. This means ALL available cash gets redirected to paying down principal on the senior tranches as fast as possible. Carvana hold many of these loans on their books as you can see in their balance sheet. If delinquencies rise past a certain level they will have to write down a loss on those assets. Furthermore almost 50% of their net income comes from selling those ABSs so if investors stop buying them it will mean a significant"
X Link 2026-01-29T18:13Z [---] followers, [---] engagements

"@mr_Benny_Chan Check out the latest 10-D filing from their 2025-P1 vintage [---] receivables are in the 31-60 day bucket and they have already granted [---] loan extensions. The situation is precarious to say the least. https://www.sec.gov/Archives/edgar/data/2037956/000203795626000004/crvna2025-p1servicerrepo.htm https://www.sec.gov/Archives/edgar/data/2037956/000203795626000004/crvna2025-p1servicerrepo.htm"
X Link 2026-01-30T02:51Z [---] followers, [---] engagements

"@IndraStocks 2.5% is not the expectation. Its the trigger at which point the issuer will be forced (under contract) to direct all principal collected to the most senior tranche - this lowers the price of the bond and also deters future investment in the next vintage"
X Link 2026-01-30T13:11Z [---] followers, [--] engagements

"Regardless of interest rates there should be a strong negative correlation between FICO and APR. the data shows that in early and mid [----] there was a very weak correlation. In other words FICO was not a good predictor of APR. Even in [----] 12% would have been unusual for any borrower with a FICO [---]. So the fact that almost 9% of the pool was in the category suggests that instead of using FICO to price loans CVNA was systematically targeting new credit to artificially make the pool look safer than it was. I dont claim proof of anything in my report but even an LLM will tell you an R2 .3 is"
X Link 2026-01-30T22:26Z [---] followers, [--] engagements

"@GRoditiD I took your advice. you can read my full writeup (including spreads) here https://abeliananalysis.com/posts/carvana-short-thesis/ https://abeliananalysis.com/posts/carvana-short-thesis/"
X Link 2026-02-05T04:30Z [---] followers, [--] engagements

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