@blue_chip1 Avatar @blue_chip1 Bluechip

Bluechip posts on X about $cvna, $cacc, money, $kmx 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 finance technology brands cryptocurrencies automotive brands countries exchanges social networks celebrities fashion brands

Social topic influence $cvna #64, $cacc, money, $kmx, $nvda, $cvnaq, $tsla, debt, nvda, $plug

Top accounts mentioned or mentioned by @danielnewmanuv @apazyryk @invresdynamics @jaguaranalytics @cannolicapital @remindmeofthis @jasonxchartman @beckontim @becomingmunger @valueinvest12 @mesanabinladen @rdd147 @soroshamster @patrickmoorhead @pauldferrell @gothamresearch @hindenburgres @lebronex @zodiaccapital33 @ericjhonsa

Top assets mentioned Carvana Co. (CVNA) Credit Acceptance Corp (CACC) CarMax, Inc (KMX) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Plug Power, Inc. (PLUG) Sunrun Inc (RUN) Wormhole (W) Spacemesh (SMH) MARA Holdings, Inc. (MARA) Strategy (MSTR) Opendoor Technologies Inc Common Stock (OPEN) Arbor Realty Trust, Inc. (ABR) Mario Coin (COIN) Bitcoin (BTC) Vroom, Inc. (VRM) Veno Finance (VNO) Taiwan Semiconductor (TSM) Riot Platforms, Inc. (RIOT) Marvell Technology Inc (MRVL) Advanced Micro Devices (AMD) Compound (COMP) Ally Financial, Inc. (ALLY) Lumen Technologies Inc (LUMN) AutoNation, Inc. (AN) SPDR S&P [---] ETF Trust (SPY) CoreWeave, Inc (CRWV) Digital Realty Trust Inc (DLR) Hertz Global Holdings, Inc Common Stock (HTZ) Amazon.com, Inc. (AMZN) Activision Blizzard, Inc. (ATVI) Lucid Group Inc (LCID) Intel Corporation (INTC) Oracle Corporation (ORCL) Super Micro Computer, Inc. Common Stock (SMCI) Dell Technologies, Inc. (DELL) Lithia Motors, Inc. (LAD) Credo Technology Group Holding Ltd (CRDO) Barrick Gold Corp. (GOLD) Equinix Inc (EQIX) First Solar, Inc. (FSLR) Enphase Energy Inc (ENPH) Agnico Eagle Mines Ltd. (AEM) Apple, Inc. (AAPL) Hertz Network (HTZ) Sleepless AI (AI) Arm Holdings plc (ARM) Joby Aviation, Inc. (JOBY) Rivian Automotive, Inc. (RIVN) Affirm Holdings, Inc. (AFRM) Microsoft Corp. (MSFT) SL Green Realty Corp. (SLG) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"Jan CPI showing used car prices falling sequentially (down almost 1% from Dec. $CVNA $VRM"
X Link 2021-02-10T18:23Z [----] followers, [--] engagements

"This is going to Kill $CVNA: - Lenders will pull the plug back on sub-prime RISKY loans and that will choke their entire lending business and/or whatever profitability it creates How Can These Two Trends Coexist https://t.co/UgclBmw7O2 How Can These Two Trends Coexist https://t.co/UgclBmw7O2"
X Link 2021-04-12T23:50Z [----] followers, [--] engagements

"People need to understand that $SFT $CVNA $VRM purchase most of their Cars at Wholesale Auctions (like Manheim) This means they are Fighting each other paying a LARGE premium to get car Inventory to re-sell Yes this is indicative of end market strength but not profitability $CVNA $VRM $KMX $AN and they wonder why these places are paying up for used cars. Demand high supply low. Simple https://t.co/8fbQos0lxe $CVNA $VRM $KMX $AN and they wonder why these places are paying up for used cars. Demand high supply low. Simple https://t.co/8fbQos0lxe"
X Link 2021-04-22T03:49Z [----] followers, [--] engagements

"Sounds like $GOTU is going to have another fake capital raise LOL"
X Link 2021-10-06T01:38Z [----] followers, [--] engagements

"Big jump in 0% financing offers. demand must be getting softer for cars All this promotion despite car shortages $CVNA $VRM"
X Link 2021-11-11T19:49Z [----] followers, [--] engagements

"Used car Retail volume soft in October Prices too high combined with availability limitations. Dealers get First Pick on lease returns; left overs go to Auctions for Junkana to re-sell. Selection is also becoming a challenge to drive their volume narrative $CVNA $VRM"
X Link 2021-11-16T22:35Z [----] followers, [--] engagements

"Reminder $CVNA has $2.45B is Convertible Debt on which they are paying 6% interest rate ($150M/yr). They don't even generate sufficient EBIT to pay the interest. First Debt repayment is due in 2023; only way they re-pay is to borrow more. death spiral. $CVNAQ"
X Link 2021-11-20T17:23Z [----] followers, [--] engagements

"Nice pick-up in NEW Car sales in December. Supply improving Inverse correlation to Used Auto (people have option to buy new cars); sales volume soft in December. $CVNA $VRM"
X Link 2022-01-05T01:08Z [----] followers, [--] engagements

"Sub-Prime Borrowers already SPENT their Covid Stimulus Money - Started paying Rent Again Student Loans etc. Forget buying a Used Car [----] will be ugly for Fake Used Car Disruptors; banks will tighten credit requirements. GAME OVER for $CVNA $VRM $SFT $CZOO It confirms that excess savings among many working- and middle-class households is already exhausted. *They will ask for more wage increases soon. *Meanwhile other households are also tapping reserves. https://t.co/WKqfuQmtur It confirms that excess savings among many working- and middle-class households is already exhausted. *They will ask"
X Link 2022-01-08T17:10Z [----] followers, [--] engagements

"December Retail Used Car Volume Soft (retail excludes private party sales). Buyers not willing to pay such high prices. $CVNA $KMX $VRM"
X Link 2022-01-19T17:09Z [----] followers, [--] engagements

"Entire $CVNA business case around making money originating and selling sub-prime loan securitization is going to fall apart $CVNAQ"
X Link 2022-02-03T19:45Z [----] followers, [--] engagements

"$CVNA running out of Money Sold the Property as a Lease Back (No one in their right mind would buy a car vending machine) Sold for $8.2M to Store Capital Corp. I bet they recognize the $8.2M as Revenue:) $CVNAQ"
X Link 2022-02-17T19:30Z [----] followers, [--] engagements

"Next week going to be FUN With LIQUIDITY pulling back - Expect to see very large moves on any earnings misses. BIDs simply disappear creating a lack of a support floor: $BYND $CVNA $LMND $TDOC $SPCE $CLOV $OPEN $FUBO $LI $NKLA $W"
X Link 2022-02-19T16:08Z [----] followers, [--] engagements

"@depr248 @Integrity4mkts @EnergyPeddler Saw that. Nothing new for anyone following Junkana. CFO is basically saying $CVNA makes more money on Loans because they sell to Sub-prime buyers: higher rates = higher profits. until buyers default:) Wait till rates start going up. wait what They are already going up"
X Link 2022-02-19T16:14Z [----] followers, [--] engagements

"Oh Oh. Sub-prime auto loans are Crashing RIP $CVNA @gamesblazer06 Here come the warm jets https://t.co/ALGvq86Tx3 @gamesblazer06 Here come the warm jets https://t.co/ALGvq86Tx3"
X Link 2022-04-11T22:53Z [----] followers, [--] engagements

"Reminder $CVNA still has a Market Cap of $10B Despite the 70%+ price correction. Let that sink in. $TAP Molson Coors Beverage Company has a $10B Market cap $RL Ralph Lauren has a $10B market cap"
X Link 2022-05-05T23:02Z [----] followers, [--] engagements

"Same problem that is taking Junkana $CVNA down; no one want to purchase securitizations anymore (the loan portfolio) due to increased default risk and raising rates. At least Junkana loans are asset back by the cars; $UPST asset are back by what Nothing $UPST Upstart CEO defends increased loan balance says the AI lending platforms model hasnt changed https://t.co/csaWyTl5rB $UPST Upstart CEO defends increased loan balance says the AI lending platforms model hasnt changed https://t.co/csaWyTl5rB"
X Link 2022-05-11T05:01Z [----] followers, [--] engagements

"Someone going to be dumping some $DDOG $AMZN $BILL $UBER. https://www.cnbc.com/2022/05/18/melvin-capital-says-it-plans-to-unwind-funds.html https://www.cnbc.com/2022/05/18/melvin-capital-says-it-plans-to-unwind-funds.html"
X Link 2022-05-18T22:36Z [----] followers, [--] engagements

"$CVNA still has not updated they Non-Prime Securitization Filings (since Feb 25); Looks like they have no buyers is my guess. https://investors.carvana.com/securitization/securitization/2022-non-prime "In March delinquencies rose month over month for the eighth time in a row nearing pre-pandemic levels." Anyone playing the sub-prime lending game is going to get Nuked: $AFRM $SQ $CVNA $UPST. https://t.co/XEMxtb5HeN https://investors.carvana.com/securitization/securitization/2022-non-prime "In March delinquencies rose month over month for the eighth time in a row nearing pre-pandemic levels.""
X Link 2022-05-19T19:19Z [----] followers, [--] engagements

"Yet there was a shortage of new cars Now imagine the coming Armageddon in USED AUTO $CVNA $VRM $KMX Auto-Armageddon: May Sales Data Shows Dramatic Slowdown In US New Car Sales https://t.co/OsIuIC2x8s Auto-Armageddon: May Sales Data Shows Dramatic Slowdown In US New Car Sales https://t.co/OsIuIC2x8s"
X Link 2022-06-02T04:11Z [----] followers, [--] engagements

"Not good for used cars: $CVNA $VRM $KMX Not surprising https://t.co/W8A5dfzOxK Not surprising https://t.co/W8A5dfzOxK"
X Link 2022-08-03T23:22Z [----] followers, [--] engagements

"$VRM what a train wreck. even worse than $CVNA Car units sold -49.5% At least they are trying to lose less money by selling less. LOL"
X Link 2022-08-08T20:48Z [----] followers, [--] engagements

"$VRM Days to Sale exploded from [--] to [---] They sit on each vehicle on average over [--] months Wait till these vehicles start to depreciate $CVNA"
X Link 2022-08-08T21:03Z [----] followers, [--] engagements

"Looks like $AFRM is now holding the loans on their books. can't find buyers for the securitization. $1.07B just this Qtr"
X Link 2022-08-25T21:33Z [----] followers, [--] engagements

"Forget any chance of raising additional funds without an Auditor PwC out of $FFIE effective immediately This is going to zero $ really soon"
X Link 2022-08-30T00:38Z [----] followers, [--] engagements

"On top of the $3B of debt they already have. $W RIP $W "Wayfair Inc. (NYSE: W) announced today that it intends to offer subject to market conditions and other factors $600 million aggregate principal amount of convertible senior notes due [----] " https://t.co/qvvLyjdqo8 $W "Wayfair Inc. (NYSE: W) announced today that it intends to offer subject to market conditions and other factors $600 million aggregate principal amount of convertible senior notes due [----] " https://t.co/qvvLyjdqo8"
X Link 2022-09-07T23:42Z [----] followers, [--] engagements

"A bit concerning for my # [--] arbitrage play but it appears $MSFT is going to file additional info in the coming weeks. I still expect MSFT will remedy to any anti-trust $ATVI issues and get this acquisition to a close. https://www.ft.com/content/a55cc28e-3092-4725-a1a0-97c1bf6eed0f https://www.ft.com/content/a55cc28e-3092-4725-a1a0-97c1bf6eed0f"
X Link 2022-09-15T04:18Z [----] followers, [--] engagements

"Top Conviction Long Ideas with 1yr time frame [--]. $TLT (down -38%: in Risk Off environment this should do well) [--]. $ATVI (+20% arbitrage play) [--]. $TSEM (+17% arbitrage play) [--]. $GOLD (been wrong on this one but in theory Gold should be an inflation hedge) Boring choices I know:( Top Conviction Short Ideas with 1yr time frame (skewed towards Alt Energy): Tech farce: $LWLG EV Joke: $LCID Chinese Fraud: $NIO Green Trash: $BLNK Alt Energy Enron: $RUN Shitcoin: $HOOD Meme: $GME Sub-Prime: $CACC Bonus: $CVNA still 50%+ down side Short Thesis on Each: 1/N Top Conviction Short Ideas with 1yr time"
X Link 2022-09-21T11:25Z [----] followers, [--] engagements

"Outlook for used auto does not look good heading into [----]. $CVNA $KMX $CACC"
X Link 2022-09-28T22:11Z [----] followers, [--] engagements

"There is going to be blood in the Semi space. Especially for the ones with high valuations: $NVDA $WOLF $MRVL $AMD"
X Link 2022-10-04T03:28Z [----] followers, [--] engagements

"Interesting divergence for the Gamma Squeeze. Single Stock ShitCo Crowd exited. now the Hedge Funds trying a similar strategy on the Indexes. $PSQ $AAPL In total options tied to roughly $1.6 trillion of stock indexes and exchange-traded funds change hands each day 8x the $204 billion of individual stocks https://t.co/4BXWwnSkwK In total options tied to roughly $1.6 trillion of stock indexes and exchange-traded funds change hands each day 8x the $204 billion of individual stocks https://t.co/4BXWwnSkwK"
X Link 2022-10-06T00:13Z [----] followers, [--] engagements

"RIP $NIO $LI $XPEV. no growth money losing trash with double digit $B market caps in an insanely competitive capital-intensive industry EV OEMs need to grow in triple digits in China to not to lose market share. $TSLA $NIO $LI $XPEV all lost share this year to BYD and Geely mostly. https://t.co/cNrODqmwTZ EV OEMs need to grow in triple digits in China to not to lose market share. $TSLA $NIO $LI $XPEV all lost share this year to BYD and Geely mostly. https://t.co/cNrODqmwTZ"
X Link 2022-10-10T03:38Z [----] followers, [--] engagements

"New Car Supply Continues to Move Up Will continue to put pressure on Used Auto $CAR $KMX $CACC $CVNA"
X Link 2022-10-26T16:55Z [----] followers, [--] engagements

"$ATVI Nov 8: Next Key Date "EU antitrust regulators will decide by Nov. [--] whether to clear Microsoft Corp's proposed $69 billion acquisition of "Call of Duty" maker Activision Blizzard (ATVI.O) according to a European Commission filing""
X Link 2022-10-27T02:21Z [----] followers, [--] engagements

"$AMZN exited the quarter with a MID-20% growth rate for AWS WOW this is slow ⚠⚠⚠ Not good for Anyone in the Cloud space Not to mention the Over Inflated Physical Data Centers: $DLR $EQIX $AMZN CFO: "We do see some of the consumers are cutting the budgets & trying to save money in the short run.although we had a 28% growth rate for Q3 for AWS at the back end of the quarter we were more in the mid-20s% growth rate so we've carried that forecast through to Q4" https://t.co/8mlm9ujKVt $AMZN CFO: "We do see some of the consumers are cutting the budgets & trying to save money in the short"
X Link 2022-10-30T18:24Z [----] followers, [--] engagements

"$COF beat but this is not good: *Auto charge-offs 1.05% v 0.18% y/y est 1.19% *Auto delinquencies 4.85% v 3.65% y/y $CACC reports tomorrow. Whats in $COF loan book *Credit loss provisions $1.7B v recovery $342B y/y est $1.24B *Net charge-offs $931M est $1B *Card charge-offs 2.25% v 1.43% y/y est 2.34% *Auto charge-offs 1.05% v 0.18% y/y est 1.19% *Card delinquencies 3.01% *Auto delinquencies 4.85% v 3.65% y/y Whats in $COF loan book *Credit loss provisions $1.7B v recovery $342B y/y est $1.24B *Net charge-offs $931M est $1B *Card charge-offs 2.25% v 1.43% y/y est 2.34% *Auto charge-offs 1.05%"
X Link 2022-11-01T04:14Z [----] followers, [--] engagements

"@Integrity4mkts @marcuslemonis The Tide is coming out of all the Pandemic plays Not much you can do. this is not going to turn around anytime soon. fine company just really hard macro. Dead money IMO"
X Link 2022-11-02T16:24Z [----] followers, [--] engagements

"$W WOW what a dumpster fire. - Active Users Falling. - Sales Falling. - (2.66) EPS. - Cash Burn: -$538M - Cash in the bank $1.3B. This is eventually going Chapter 11"
X Link 2022-11-03T16:41Z [----] followers, [--] engagements

"AUTO 0% Financing is BACK in FORCE - Dealers desperate to move Metal $CVNA $KMX $CACC $AN $LAD"
X Link 2022-11-09T22:46Z [----] followers, [--] engagements

"$ATVI MSFT putting pressure to get it closed. https://www.nytimes.com/2022/11/21/technology/microsoft-activision-deal.htmlsmid=tw-nytimesbusiness&smtyp=cur https://www.nytimes.com/2022/11/21/technology/microsoft-activision-deal.htmlsmid=tw-nytimesbusiness&smtyp=cur"
X Link 2022-11-21T19:10Z [----] followers, [--] engagements

"$AVTI - I continue to think the risk reward remains very favorable. FTC might not even file any push back. NY Post: "A rift has emerged at the Federal Trade Commission over Microsofts $69 billion deal to acquire Activision potentially paving the way for the controversial mega-merger to get approved" https://t.co/Nyo7DySpHB $ATVI $MSFT NY Post: "A rift has emerged at the Federal Trade Commission over Microsofts $69 billion deal to acquire Activision potentially paving the way for the controversial mega-merger to get approved" https://t.co/Nyo7DySpHB $ATVI $MSFT"
X Link 2022-12-05T17:21Z [----] followers, [--] engagements

"Yeah. that is bad for anyone in the Auto Space Over Supply = Profit Destruction. $CACC $CVNA $KMX MORGAN STANLEY: We may be witnessing the sharpest pivot from under-supply to over-supply of light vehicles in a generation. Jonas $GM $F $TSLA https://t.co/PJXMnX6RMS MORGAN STANLEY: We may be witnessing the sharpest pivot from under-supply to over-supply of light vehicles in a generation. Jonas $GM $F $TSLA https://t.co/PJXMnX6RMS"
X Link 2022-12-09T18:19Z [----] followers, [--] engagements

"Damage is done. all the leveraged House/AirBNB buyers HELOC borrowers and ALL the Businesses with floating rates are getting already getting choked [----] is going to be brutal on the markets $PST $TLT GOLDMAN: . We continue to expect three additional 25bp rate hikes in February March and May for a peak funds rate of 5-5.25%. #FOMC https://t.co/0x47gQ6bsv GOLDMAN: . We continue to expect three additional 25bp rate hikes in February March and May for a peak funds rate of 5-5.25%. #FOMC https://t.co/0x47gQ6bsv"
X Link 2022-12-15T04:51Z [----] followers, [--] engagements

"$KMX below 5yr price. WOW Used Car market is imploding. $CVNA $CACC"
X Link 2022-12-17T04:09Z [----] followers, [----] engagements

"Spectacular implosion in home sales continues Avoid anything real estate IMO: - Home builders: $ITB $LEN. - Flippers: $OPEN $RDFN. - Agents: $COMP $Z. - All the financial lenders. OUCH US pending home sales tumbled another -4% to [----] in Nov lowest since [----] from April [----]. Index was at [-----] last Nov so 12mth pace fell further to a -38.6% YoY clip after falling at -36.7% YoY previously. This now eclipses Oct as the fastest pace of decline on record. https://t.co/unOJpaed7f OUCH US pending home sales tumbled another -4% to [----] in Nov lowest since [----] from April [----]. Index was at 118.8"
X Link 2023-01-06T02:58Z [----] followers, [----] engagements

"Good article. $CVNA is NOT a Hertz $HTZ Type story where Appolo flipped back to the market at $8B Market Cap"
X Link 2023-01-07T20:19Z [----] followers, [---] engagements

"Used Car Supply still High. $CACC $KMX $CVNA $ALLY"
X Link 2023-01-09T21:38Z [----] followers, [----] engagements

"Used Car prices continue to Fall $CACC $ALLY $KMX $CVNA Used Car Supply still High. $CACC $KMX $CVNA $ALLY https://t.co/XTMS9ytgFd Used Car Supply still High. $CACC $KMX $CVNA $ALLY https://t.co/XTMS9ytgFd"
X Link 2023-01-09T21:40Z [----] followers, [----] engagements

"Cox Auto Forecasting [----] as a DOWN year as the mid-point for used cars. $CACC $KMX $CVNA Used Car Supply still High. $CACC $KMX $CVNA $ALLY https://t.co/XTMS9ytgFd Used Car Supply still High. $CACC $KMX $CVNA $ALLY https://t.co/XTMS9ytgFd"
X Link 2023-01-09T21:44Z [----] followers, [----] engagements

"U.S. supply of unsold NEW vehicles stood at 1.80M units at the end of December compared to 1.62M vehicles at the end of November SALES COMING $CACC $CVNA $KMX $ALLY"
X Link 2023-01-12T19:06Z [----] followers, [----] engagements

"Friendly reminder. In [----] - the 4-day week of MLK saw the $SPY S&P [---] fall almost 6% If history repeats itself expect volatility - That should also take care of all the Shitco Squeeze from this week: $CVNA $BBBY $GME $AMC $BYND $AFRM etc. 🍿🍿👇"
X Link 2023-01-14T00:30Z [----] followers, [---] engagements

"$DFS: Discover "Provision for credit losses increased by $620MM reflecting a $313MM reserve build in the current year compared to a $39MM release in the prior year and a $268MM increase in net charge-offs" $CACC $CVNA"
X Link 2023-01-18T23:30Z [----] followers, 13.9K engagements

"$DSF Expect full year average net charge-off rate of 3.5-3.9%. From 1.82% in [----] $DFS "Higher credit card net charge off rate driven by an increase in early stage delinquencies " Getting worse and worse $CACC $KMX $CVNA $ALLY https://t.co/oC6tViH2M5 $DFS "Higher credit card net charge off rate driven by an increase in early stage delinquencies " Getting worse and worse $CACC $KMX $CVNA $ALLY https://t.co/oC6tViH2M5"
X Link 2023-01-18T23:34Z [----] followers, [----] engagements

"Business must be booming at $CACC :) Not. LOL $CVNA $KMX $ALLY US Auto Loan Delinquencies: Rate of change year over year at 29.5% the 2nd highest since we can measure it. Not a crisis yet but watch this space. #USA #loans Source: NY Fed https://t.co/fw3MQGbiJL US Auto Loan Delinquencies: Rate of change year over year at 29.5% the 2nd highest since we can measure it. Not a crisis yet but watch this space. #USA #loans Source: NY Fed https://t.co/fw3MQGbiJL"
X Link 2023-01-19T19:45Z [----] followers, [----] engagements

"Growth Companies with HIGH Multiples should Never have to resort to a large Reduction in Force My Fav is $W at 10% "Expected to accelerate the companys timeline for adjusted EBITDA breakeven to earlier in [----] as the first step towards positive free cash flow" 🤡🤡🤡 Very similar to 2000-2002 tech companies announcing major layoffs are greeted bullishly by Wall Street. But its not a good sign for future performance. Very similar to 2000-2002 tech companies announcing major layoffs are greeted bullishly by Wall Street. But its not a good sign for future performance"
X Link 2023-01-20T19:20Z [----] followers, [----] engagements

"$RKLY files for Chap [--] Who could have seen this coming Same thing will happen to $LWLG. they just have a little more cash to keep going for a little longer"
X Link 2023-01-24T16:42Z [----] followers, [----] engagements

"Another weak outlook. Amphenol (big connectivity company) $APH: Q4 Rev. $3.24B GAAP EPS: $0.82 Guiding Q1 Rev Negative QoQ more than -10% and Negative -3% YoY Warning on negative operating leverage. EPS falling to $0.66 in Q1. THEY ASSUME NO FUTHER MACRO DETERIORATION"
X Link 2023-01-25T18:15Z [----] followers, [---] engagements

"Must be good for Home Builders. 🤦♂ $ITB $OPEN $Z $COMP"
X Link 2023-01-26T18:09Z [----] followers, [---] engagements

"Some correlation to the NAAIM Exposure Index which represents the average exposure to US Equity market. $PSQ $TLT"
X Link 2023-01-27T01:56Z [----] followers, [---] engagements

"IF there is any positive news out of this $INTC horror show. it looks like SPR CPU is actually scoring pretty well in benchmarking tests. Beats Apple M2 (except for Power). Despite a process handicap to $AMD Intel is getting there with better architecture and 2.5D packaging"
X Link 2023-01-27T02:32Z [----] followers, [---] engagements

"RIP anything Housing. $OPEN $COMP $Z $ITB Mortgage originations fell to $335 billion in q4 the lowest total since 2014 @WSJmarkets @BenEisen https://t.co/Fm3tAepeVB https://t.co/DgzwpFr1tA Mortgage originations fell to $335 billion in q4 the lowest total since 2014 @WSJmarkets @BenEisen https://t.co/Fm3tAepeVB https://t.co/DgzwpFr1tA"
X Link 2023-01-29T01:10Z [----] followers, [---] engagements

"ROCKLEY $RKLY now trading again BUT with a Q $RKLYQ Shares were halted after BK announcement Same thing going to happen to $CVNA $BYND $W $LWLG in the next [--] years. some sooner than others :) $RKLY files for Chap [--] Who could have seen this coming Same thing will happen to $LWLG. they just have a little more cash to keep going for a little longer. https://t.co/plU7Pge25W $RKLY files for Chap [--] Who could have seen this coming Same thing will happen to $LWLG. they just have a little more cash to keep going for a little longer. https://t.co/plU7Pge25W"
X Link 2023-01-30T20:30Z [----] followers, [----] engagements

"Simple Explanation: - Used Car Dealers Running Super Low Inventory in Q4 due to falling prices: Day Supply at [--] yr Low. - Q1 seasonal uptick: Dealers need more inventory. - Uptick in demand = temporary higher prices Simple $CVNA $KMX $CACC Used car prices are continuing their fast and unexpected rise 👇 Sales conversion at the worlds LARGEST dealer auction has skyrocketed: [--] wks ago: 66% [--] wks ago: 69.4% Last wk: 69.6% (13-mth high) Basically: Dealers are paying UP to acquire inventory even MORE than last year Used car prices are continuing their fast and unexpected rise 👇 Sales conversion"
X Link 2023-02-04T15:07Z [----] followers, [----] engagements

"$KMX selling [----] SR+ model [--] for $35k - this is 3yrs old. $TSLA New model [--] with $7500 credits will be about: $37.5k (including destination fee). Makes perfect sense. Not sustainable"
X Link 2023-02-05T16:09Z [----] followers, [---] engagements

"$SWKS Skyworks. Apple is a 58% customer CY Q4 Revenue DOWN: -12% (including prices increases). Weak guidance: $1.15B (down again YoY) iPhone sales are falling. RIP $AAPL at 25PE"
X Link 2023-02-06T23:52Z [----] followers, [----] engagements

"Dead Cat Bounce in Used Auto Prices in January (wholesale): due to low inventory (Used car dealers running lean on inventory) add a seasonal uptick (tax refunds for example). +1.5% over December. No Change in Fundamentals $KMX $CACC $CVNA"
X Link 2023-02-07T14:21Z [----] followers, [----] engagements

"Auto Loan Originations falling. $CACC $CVNA $KMX $VRM $LAD"
X Link 2023-02-13T22:43Z [----] followers, [---] engagements

"$LUMN Likely an easy short without the shitco volatility. Well nothing is ever easy:)"
X Link 2023-02-16T19:01Z [----] followers, [----] engagements

"Another dislocation. Low tech big building operator trading almost 10X P/S and [---] P/E. Raising rates are like Kryptonite to any business based on Leveraged Debt. 💣 $DLR has $16.5B of debt🤦♂🐻 $DLR with down EBIT in [----] is now sporting a sub-2% ROIC (1.6%) with net debt now approaching 7x EBITDA. Capex will be 150% of D&A again in [----] despite negative expected real growth(3%). Seems well worth the 100x earnings it trades at lol. https://t.co/ckCANMoRBm $DLR with down EBIT in [----] is now sporting a sub-2% ROIC (1.6%) with net debt now approaching 7x EBITDA. Capex will be 150% of D&A again"
X Link 2023-02-18T01:32Z [----] followers, [----] engagements

"Used Car prices are still falling for January (on avg) or people buying smaller cars For Sale Inventory Down 14% from the [----] million in January [----]. - Inventory is Very Low; so wholesale prices are up. $CACC $CVNA $KMX"
X Link 2023-02-19T19:14Z [----] followers, [----] engagements

"Days supply for vehicles under $10000 was [--]. Days supply for vehicles priced between $10k and $15k was [--]. Between $15 and $20k was [--]. $20k to $35k around [--]. - People Shopping CHEAPER cars $CVNA $KMX $CACC Used Car prices are still falling for January (on avg) or people buying smaller cars For Sale Inventory Down 14% from the [----] million in January [----]. - Inventory is Very Low; so wholesale prices are up. $CACC $CVNA $KMX https://t.co/ZtYrkKEEyd Used Car prices are still falling for January (on avg) or people buying smaller cars For Sale Inventory Down 14% from the [----] million in"
X Link 2023-02-19T19:17Z [----] followers, [---] engagements

"In case anyone missing this. Borrowers who took out big loans at the height of the boom owe far more than their vehicles are worth. - Those buyers are sticking lenders with bigger losses when they fall behind $CACC $ALLY $CVNA RIP 9.3% of auto loans extended to people with low credit scores were 30+ days behind on payments at the end of [----] the highest share since 2010 --Moody's https://t.co/cf9CfiTkSe @WSJmarkets @BenEisen @ginaheeb https://t.co/OShxHBqgBU 9.3% of auto loans extended to people with low credit scores were 30+ days behind on payments at the end of [----] the highest share"
X Link 2023-02-19T19:19Z [----] followers, [----] engagements

"Crashing used car prices have increased demand. Temporary IMO $CVNA $CACC $KMX"
X Link 2023-02-21T04:01Z [----] followers, [----] engagements

"No magic. All the Sub-Prime Used Car players/lenders are going to suffer and this trend is NOT about to stop $CACC $CVNA $ALLY $KMX Delinquencies in subprime auto loans accerelate in US https://t.co/eeNxTWew0N Delinquencies in subprime auto loans accerelate in US https://t.co/eeNxTWew0N"
X Link 2023-02-21T16:49Z [----] followers, [---] engagements

"I hope this is wrong (the [----] forecast). otherwise the memory suppliers are going to bleed and choke on excess inventory. No rebound in Phone or Laptops in sight for [----]. Consumer is spending on services. $MU $WDC Even more concerning: Semi Customers and Distributors also starting to Choke on Material. Getting harder and harder to stuff the Channel. Thinking -30% downside from here for the group: $SMH $NVDA probably best short idea from here. https://t.co/XgMm2c7tzI Even more concerning: Semi Customers and Distributors also starting to Choke on Material. Getting harder and harder to stuff"
X Link 2023-02-28T18:29Z [----] followers, [---] engagements

"$FSLR 2.7% Gross Margin in [----]. LOL. No money in solar panels. too much Chinese competition. Net Income: -1% but Without the 9.7% Gain On Sale of Business this is -11% OM business. Another green Joke"
X Link 2023-03-01T23:09Z [----] followers, [----] engagements

"Minimal Lease Returns Hmmm. People can't afford NEW Cars So they are stuck at keeping the old ones. $CACC $CVNA $KMX whats driving the fast rise [--] things: 1) tax refund season: increased customer demand but this happens every year. 2) lack of supply: exacerbated by minimal lease returns. this has never happened before. whats driving the fast rise [--] things: 1) tax refund season: increased customer demand but this happens every year. 2) lack of supply: exacerbated by minimal lease returns. this has never happened before"
X Link 2023-03-02T18:59Z [----] followers, [---] engagements

"People not investing in their homes anymore When the value falls; there is no point to renovate RIP Housing $ITB $Z $COMP $VNO $OPEN Real private residential spending on single family homes fell by 1.8% the eleventh consecutive monthly decline. https://t.co/Ufjkh1zD70 Real private residential spending on single family homes fell by 1.8% the eleventh consecutive monthly decline. https://t.co/Ufjkh1zD70"
X Link 2023-03-02T20:14Z [----] followers, [---] engagements

"$ATVI - Still a BUY even here If EU approves. this would be a Huge Huge Win. $ATVI. slow progress. https://t.co/aI78P5Bi25 $ATVI. slow progress. https://t.co/aI78P5Bi25"
X Link 2023-03-02T21:59Z [----] followers, [----] engagements

"Dealer Used Cars Sale in Feb are out: - Weakening again after up tick in January - Tracking well below previous [--] years. $CVNA $CACC $KMX"
X Link 2023-03-03T17:59Z [----] followers, [----] engagements

"Rates keep killing Car affordability $CVNA $KMX $CACC"
X Link 2023-03-03T18:00Z [----] followers, [----] engagements

"RIP $FFIE Out of Money"
X Link 2023-03-08T22:06Z [----] followers, [---] engagements

"Good Sale Volume on Used Cars in Feb Could partially explain price increase at Manheim Used car index: low inventories due to higher sales. $CVNA $CACC $KMX"
X Link 2023-03-15T17:55Z [----] followers, [---] engagements

"Financials Services (Banks Investment Banks Lenders) provide the Credit and Capital to many Tech compagnies. Nice disconnect $TLT $PSQ"
X Link 2023-03-15T19:20Z [----] followers, [---] engagements

"$ATVI going to happen $95. Signing 10-yr license agreement with everyone for Call of Duty. Should remove main overhang. https://gamerant.com/microsoft-call-of-duty-activision-blizzard-xbox-games-signed-deal-nintendo-nvidia-boosteroid-nvidia/ https://gamerant.com/microsoft-call-of-duty-activision-blizzard-xbox-games-signed-deal-nintendo-nvidia-boosteroid-nvidia/"
X Link 2023-03-16T00:56Z [----] followers, [---] engagements

"Going out of Business: $CYXT. Cancels earnings call 🤦♂🤡 Probably will get the ball rolling for all the other DC plays: $DLR $EQIX etc"
X Link 2023-03-21T17:00Z [----] followers, [---] engagements

"Inventory and Profits going in the wrong direction for New Cars $CVNA $AN $KMX $CACC"
X Link 2023-03-22T17:55Z [----] followers, [---] engagements

"$TSLA to the Moon on Price War taking out competitors 🚀🚀🚀 Just being sarcastic Going to sub $100. 🚨🚨🚨 $LI $NIO $XPEV RIP Tesla has reportedly triggered a price war in China that will reshape its #ElectricVehicle market media report saying big price cuts could drive some companies out of business. $TSLA https://t.co/rjbDYYAct7 Tesla has reportedly triggered a price war in China that will reshape its #ElectricVehicle market media report saying big price cuts could drive some companies out of business. $TSLA https://t.co/rjbDYYAct7"
X Link 2023-03-24T02:00Z [----] followers, [---] engagements

"$ATVI Looking good in the UK. Still +13% upside from here in [--] months. $ATVI - Still a BUY even here If EU approves. this would be a Huge Huge Win. https://t.co/6rVjAtVT25 $ATVI - Still a BUY even here If EU approves. this would be a Huge Huge Win. https://t.co/6rVjAtVT25"
X Link 2023-03-24T16:07Z [----] followers, [---] engagements

"$VNO easy short. Probably not going to make it. Office occupancy not coming back; debt maturities coming due and need to be re-financed https://t.co/UeTBuVkH0C https://t.co/UeTBuVkH0C"
X Link 2023-03-29T17:21Z [----] followers, [----] engagements

"The smoking gun: @ginkgo_cap @lundeen_ne You fail to understand REITs math works at 80-90% occupancy. There is currently disconnect because most RENT agreements are still in force (firms paying for empty space) No way they get renewed at 50% occupancy $VNO $SLG Who on earth is still building office space 👇 Chart @AxiosVisuals https://t.co/jLXbU6a5sv Who on earth is still building office space 👇 Chart @AxiosVisuals https://t.co/jLXbU6a5sv"
X Link 2023-04-01T18:08Z [----] followers, 24.9K engagements

"Used Retails sales down 6% YoY in March. Breaking the seasonal trend faster than previous year $CACC $KMX $CVNA $VRM"
X Link 2023-04-07T16:44Z [----] followers, [----] engagements

"New Car supply Looking better after slowly clearly the accumulated backlog. Used supply also turning the corner after low inventories (dealers stayed lean due to falling prices) $CVNA $CACC $KMX Used Retails sales down 6% YoY in March. Breaking the seasonal trend faster than previous year $CACC $KMX $CVNA $VRM https://t.co/fvbwzRu3fF Used Retails sales down 6% YoY in March. Breaking the seasonal trend faster than previous year $CACC $KMX $CVNA $VRM https://t.co/fvbwzRu3fF"
X Link 2023-04-07T16:46Z [----] followers, [---] engagements

"Repo vehicles at Auctions running 27.4% higher than historical averages🚨 $CACC $ALLY"
X Link 2023-04-07T16:54Z [----] followers, [---] engagements

"Energy still the only sector I would consider buying. $XOP $SU $OXY $XOM I was worried with Oil below $80. but OPEC fixed that pretty quickly. S&P [---] sectors announced buybacks https://t.co/aLlIdcxFIF via @SoberLook https://t.co/e4ivYEOH03 S&P [---] sectors announced buybacks https://t.co/aLlIdcxFIF via @SoberLook https://t.co/e4ivYEOH03"
X Link 2023-04-07T22:53Z [----] followers, [----] engagements

"$ATVI Arbitrage Key Decision Dates: - The CMA (UK) is expected to rule by April [--] - EU is due to decide by May [--] - US Federal Trade Commission (FTC): TBD - Japan APPROVED on March [--] 10% upside till mid-June if Approved"
X Link 2023-04-18T16:25Z [----] followers, [---] engagements

"Despite the market being so strong recently many ShitCo's on my Short List are making new [--] week Lows😜🤡 The next market downturn is going to nuke the rest of them $BLNK $PLUG $FCEL $CYXT"
X Link 2023-04-19T03:26Z [----] followers, [--] engagements

"Wholesale Used Car Supply Trending back up again $CVNA $CACC $KMX"
X Link 2023-04-22T15:38Z [----] followers, [---] engagements

"Anyone still confused why Shitcoin went back up to $30k - Tether Fraud magically created $12B of funny money which they used to buy Bitcoins 🚨🚨 Why would anyone buy Tether went you can get almost 5% in money market $MARA $MSTR $COIN"
X Link 2023-04-23T15:37Z [----] followers, [----] engagements

"Another day - Another CRE default. $VNQ $VNO $SLB $USRT Blackstone is in danger of defaulting on a $270 million loan backed by [--] apartment buildings in New Yorks most expensive borough $BX @SpecialSitsNews @JaguarAnalytics https://t.co/ywfgGWdey5 Blackstone is in danger of defaulting on a $270 million loan backed by [--] apartment buildings in New Yorks most expensive borough $BX @SpecialSitsNews @JaguarAnalytics https://t.co/ywfgGWdey5"
X Link 2023-04-25T19:27Z [----] followers, [---] engagements

"$ATVI trying to put a bottom on the share price after UK ruling. $12.5B in cash. Looks like they are maximizing EPS in the short term. Round Q1 to $1 per share. not bad"
X Link 2023-04-26T16:32Z [----] followers, [---] engagements

"$COIN makes money on trading commissions How is that trading volume going $MSTR $MARA https://www.ft.com/content/e904f8bd-0d4f-4d38-8d71-a199e7e9c131 https://www.ft.com/content/e904f8bd-0d4f-4d38-8d71-a199e7e9c131"
X Link 2023-04-27T02:36Z [----] followers, [---] engagements

"Mobileye smoking gun: Due to a number of headwinds lowering EV demand in China we have reduced our [----] SuperVision shipment forecast" - Pricing war - Subsidies going away - Weak economic conditions 🚨🚨🚨⚠ All you need to know. $LI $TSLA $NIO $MBLY"
X Link 2023-04-27T16:37Z [----] followers, [----] engagements

"@funwithnumberz @BradMunchen @AnadarkoCapital That's fine. Most funds even Fidelity use similar metrics. The Joke is the $8M AUM and underperforming the shitty benchmark That's comical. He should close his fund at this point. Especially since he is even being more neutral on Tesla"
X Link 2023-05-02T19:30Z [----] followers, [---] engagements

"$LUMN Operating Income Collapsing🚨 All the Profits in Q1 came from the Exchange of the Bonds (to higher interest rates but longer maturities): Bondholders got a $600M hair cut"
X Link 2023-05-02T22:41Z [----] followers, [---] engagements

"$SYNA Synaptics Guidance Rev $210M to $240M 🤦♂🤦♂ They did $327 this quarter This is what happens when your backlog dries out"
X Link 2023-05-03T21:11Z [----] followers, [---] engagements

"$W Debt coming due on Nov [--] 24: $200M to start. Then in Sep [----] Almost $1.3B coming due - Gook luck with that with $1B cash and burning $250M per quarter Cap Raise coming🚨🚨 @HedgeyeRetail $W almost had positive Adjusted EBITDA in the 1Q but still had a cash burn of $(234)M despite SBC up 35%() Y/Y. @HedgeyeRetail $W almost had positive Adjusted EBITDA in the 1Q but still had a cash burn of $(234)M despite SBC up 35%() Y/Y"
X Link 2023-05-04T17:28Z [----] followers, [----] engagements

"$CVNA $KMX Used car sales (volume) down 8% YoY and MtM"
X Link 2023-05-05T16:48Z [----] followers, [---] engagements

"$PLUG: Cost of fuel per kg delivered by third parties was down 13% sequentially in Q1 of [----] and we expect this downward trend and tailwind to continue in the balance of the year as natural gas has remained below $3. Not looking good"
X Link 2023-05-09T16:48Z [----] followers, [---] engagements

"$TSM monthly revenue for April is out: Not going in the right direction. Volume must be down even more because they forced some pretty large price increases. Not good for $MRVL $SMH $NVDA $AMD"
X Link 2023-05-10T16:16Z [----] followers, [---] engagements

"3.5% Yield on $W NEW Convertibles ⚠ Can someone explain to me how that works Who is buying this"
X Link 2023-05-10T20:58Z [----] followers, [----] engagements

"Invest is CME* (commercial real estate). *** For LONG long long TERM Investors Only:) $ABR $VNO $VNQ"
X Link 2023-05-10T23:12Z [----] followers, [---] engagements

"What a Joke $MARA 0% GM on the Mining🤡 (that includes playing around with depreciation) Entire Crypto space is just a giant Ponzi"
X Link 2023-05-10T23:58Z [----] followers, [---] engagements

"$TSLA better have an End of Quarter Delivery spike in Europe because the trend is not inspiring"
X Link 2023-05-11T23:08Z [----] followers, [----] engagements

"$FSLR: Acquires Start Up Evolar AB for up to $80 MILLION - Market Cap increases +$4B on the news. Yes BILLION🤡 Trades 8X Sales with 20% Gross Margins🚨 JPow +1% please"
X Link 2023-05-12T18:26Z [----] followers, [----] engagements

"Furniture sales down -16%. Absolutely brutal for Mar and April and trend is not your friend. No way $W Wayfair is profitable this year"
X Link 2023-05-15T16:30Z [----] followers, [----] engagements

"$ATVI getting interesting Need US to approve then it will get really interesting Still good Risk/Reward arb play"
X Link 2023-05-15T17:02Z [----] followers, [--] engagements

"Big picture Furniture CC spend. Not getting any better $W Furniture sales down -16%. Absolutely brutal for Mar and April and trend is not your friend. No way $W Wayfair is profitable this year. https://t.co/QGcvDfLELe Furniture sales down -16%. Absolutely brutal for Mar and April and trend is not your friend. No way $W Wayfair is profitable this year. https://t.co/QGcvDfLELe"
X Link 2023-05-15T17:55Z [----] followers, [---] engagements

"ONLINE FURNITURE GROWTH Even the wealthy not spending With housing slowing and post pandemic slump; predicting multi-year pain $W"
X Link 2023-05-15T17:58Z [----] followers, [---] engagements

"Wayfair LIKELY spending more on Marketing: seeing more traffic but NOT converting into sales😂 $W"
X Link 2023-05-15T18:00Z [----] followers, [---] engagements

"Fire Sales in San Fran CME $ABR $SLG $VNO probably will need to mark down asset values at some point. https://www.globest.com/2023/05/15/fire-sale-of-san-francisco-office-buildings-continues/cmp=share_twitter&slreturn=20230415184451 https://www.globest.com/2023/05/15/fire-sale-of-san-francisco-office-buildings-continues/cmp=share_twitter&slreturn=20230415184451"
X Link 2023-05-15T22:53Z [----] followers, [----] engagements

"Faber setting up a trap with all the Robotaxi FSD BS. Musk is going to end up in Jail. Going to be hard to undo in Court. $TSLA"
X Link 2023-05-16T22:24Z [----] followers, [--] engagements

"Everyone keeps Missing the Forrest from the Trees: - MUSK IS ATTACKING SOROS BECAUSE SOROS DUMPED $TSLA SHARES PERIOD. The rest is secondary and a distraction. Musk can say what he wants"
X Link 2023-05-17T16:06Z [----] followers, [--] engagements

"USED CAR PRICES DECREASING FIRST HALF OF MAY $CVNA $KMX"
X Link 2023-05-17T16:47Z [----] followers, [---] engagements

"New CARS Going to Hit dealers as production output ramps 💥 New Record More pressure on used auto 🚨 $CVNA $CACC $KMX U.S. motor vehicle production rose to record high in April https://t.co/k3SaxGd19S U.S. motor vehicle production rose to record high in April https://t.co/k3SaxGd19S"
X Link 2023-05-17T16:56Z [----] followers, [----] engagements

"SEMI Sales falling off a cliff. Are we at the bottom yet $NVDA $SMH $MRVL"
X Link 2023-05-17T17:13Z [----] followers, [---] engagements

"Analysts expect $NVDA to see STEADY Revenue Growth for the next [--] quarters Reaching $10B in Q4 [----]. Basically 8% QoQ Growth from $6.1B in Q4 [----]. Don't think that is realistic.🚨"
X Link 2023-05-17T17:19Z [----] followers, [--] engagements

"Just to put some perspective: At $10B in [----] = $40B of Revenue per Year. Stock already trading at 40X Price To Sale for [----] Revenue Rev needs to basically double from here. $NVDA"
X Link 2023-05-17T20:26Z [----] followers, [--] engagements

"$CSCO down AH: - Running OFF accumulated backlog. - Inventory keeps going up - New orders weak -23%"
X Link 2023-05-17T21:12Z [----] followers, [---] engagements

""The companys balance sheet could also be motivating it to sell. Goldman Sachs analysts warned this month that rising interest costs and reduced rents from tenants relocating could squeeze $VNO s debt buffer." $SLG $VNQ $ABR https://therealdeal.com/new-york/2023/05/17/sl-green-vornado-plan-office-sales-despite-dreadful-market/ https://therealdeal.com/new-york/2023/05/17/sl-green-vornado-plan-office-sales-despite-dreadful-market/"
X Link 2023-05-18T16:36Z [----] followers, [---] engagements

"Rockstar (Owned by $PEP ) on Sales for $1 Shelves almost empty - Regular price $2.99 Competition heating up for $CELH 🚨 - All Energy Drinks on sale at Safeway of course Saw it on sale at Costco too. Channels if FULL"
X Link 2023-05-21T01:01Z [----] followers, [---] engagements

"Used Car inventory VERY LEAN (because demand is soft and prices are falling). - But creeping UP (while historically would be going down for the summer). $CVNA $KMX $CACC"
X Link 2023-05-21T17:00Z [----] followers, [---] engagements

"$NVDA Approaching $800B of Market Cap: - They still have a HIRING FREEZE Let that sink in for a minute🤡 Earnings this week💥💥💥"
X Link 2023-05-22T00:02Z [----] followers, [--] engagements

"China approved. - Just waiting for US approval. - UK situation is going to get very interesting. $ATVI"
X Link 2023-05-22T18:47Z [----] followers, [----] engagements

"@piloly When do you think the trend starts to break out [--] weeks before EoQ $TSLA"
X Link 2023-05-23T21:13Z [----] followers, [--] engagements

"$NVDA guides to $11B for Q2 (From $7.1B in Q1). WOW. that is pretty spectacular I have to admit"
X Link 2023-05-24T20:27Z [----] followers, [--] engagements

"$VNO cut the dividend and got nuked. $DLR had NO choice but to CALM investors. $1.22 / Sh is a lot of cash: $355M 🚨 And that does not include Prefferred share Div. Expensive Dividend when you a bleeding CASH I bet $DLR maintained the dividend because they either: 1) wanted to get rid of shorts (not gonna work divvy cut is not a prime bear point) 2) trying to avoid the doubts that would arise if they cut This is now the 6th time theyve paid out the same dividend https://t.co/97tHj0xRCI I bet $DLR maintained the dividend because they either: 1) wanted to get rid of shorts (not gonna work divvy"
X Link 2023-05-24T21:45Z [----] followers, [----] engagements

"This strong $NVDA Guidance also explains the pocket of strength in 7/5/3nm at TSMC - Indirectly this is Really bad news for all the rest of the SEMI market: Means their demand is even weaker 🚨 $AAPL $MRVL $AMD $NVDA guides to $11B for Q2 (From $7.1B in Q1). WOW. that is pretty spectacular I have to admit. $NVDA guides to $11B for Q2 (From $7.1B in Q1). WOW. that is pretty spectacular I have to admit"
X Link 2023-05-24T22:36Z [----] followers, [----] engagements

"When is the last time you saw a company CLAIM they use Google Search or Microsoft Office If you simply Claim use A.I. you are the Customer #AIGrift $NVDA $MSFT"
X Link 2023-05-26T16:18Z [----] followers, [--] engagements

"AI Melt-Up is definitely happening. how much longer can it go $AI $NVDA $MRVL"
X Link 2023-05-26T17:17Z [----] followers, [---] engagements

"I would have expected for people to keep their use cars longer and hence require more maintenance. $AAP"
X Link 2023-05-31T18:45Z [----] followers, [--] engagements

"For the Record: - Baggie has Dumped ALL of their $CVNA Shares by Jun [--]. Baillie Gifford & Co ownership in CVNA / Carvana Co. - Class A: - From 14M on March [--] to basically 6k now 🍿 What do they know"
X Link 2023-06-08T16:50Z [----] followers, [----] engagements

"Trajectory better change soon. $TSLA In Q4 Deliveries accelerated in the first week of the last month"
X Link 2023-06-09T18:57Z [----] followers, [--] engagements

"Not getting any better. do we cross over Q1 trend next week Germany and UK also being weak for May. $TSLA"
X Link 2023-06-13T21:24Z [----] followers, [--] engagements

"May Online Furnishing: - Traffic Down from April (YoY) but Sales ticked Up. weird Anyone has a good explanation $W traffic surprisingly positive"
X Link 2023-06-17T20:34Z [----] followers, [----] engagements

"No acceleration. $TSLA"
X Link 2023-06-20T00:35Z [----] followers, [---] engagements

"OK - looks like a bit of a bounce. New Order Deliveries 👍 EPS DOWN 33% 🚨 ASP on new orders down YoY Costs are up. Makes no Sense to be hitting ATH $LEN $ITB"
X Link 2023-06-20T00:40Z [----] followers, [---] engagements

"$LZB Lay-Z-Boy -4Q Revs $561M down 18% YoY - 1Q sales forecast $470-490M (that would down be DOWN 20% YoY) Furniture doing well LOL $W 🚨🚨🍿"
X Link 2023-06-20T21:32Z [----] followers, [----] engagements

"Game Over for SOLAR. - Demand evaporates (too much supply). - Poly prices crashing. - CA NEM3.0 in effect. $ENPH $RUN $FSLR $NOVA"
X Link 2023-06-21T03:53Z [----] followers, [----] engagements

"Friend of mine did some networking installations at Twitter. - This company is seriously NOT paying their bills. Has to blow up at some point. $TSLA"
X Link 2023-06-22T03:34Z [----] followers, [--] engagements

"Can I play Here is my $TSLA estimate 🍿 China: 150k Europe: 85k ROW: 27k Canada: 8k US: 165k TOTAL: 435k STREET CONCENSUS 447k. but this comes down for the beat Fifth estimate of Tesla sales range for Q2 [----] as of June 18th. Estimating total sales from a low of [------] to a high of [------]. #Tesla $TSLA $TSLAQ https://t.co/Poz65j2h7O https://t.co/cYYrDwI6QK Fifth estimate of Tesla sales range for Q2 [----] as of June 18th. Estimating total sales from a low of [------] to a high of [------]. #Tesla $TSLA $TSLAQ https://t.co/Poz65j2h7O https://t.co/cYYrDwI6QK"
X Link 2023-06-22T21:56Z [----] followers, [----] engagements

"$KMX executes 10x better than $CVNA Not much they can do on the Macro: - ASP falling - Costs going up - Affordability (rates to high) - ABS market weak (defaults up) - Volume soft $CACC should be down on the loan provisions increase. Ok better than feared. give me a break"
X Link 2023-06-24T00:28Z [----] followers, [---] engagements

"Test drove friends EQS: Pretty impressive car Drive is really smooth - this thing floats on air No way anyone buys a $TSLA model X after trying this car 🤦♂ Personally the back massage and puffy pillow head rest are not exactly my style but I can see the appeal😜"
X Link 2023-06-26T01:16Z [----] followers, [---] engagements

"New Cars going to Fleet Sales Consumer is weakening. Discounts coming to 2H $CVNA $CACC $KMX"
X Link 2023-07-07T21:55Z [----] followers, [---] engagements

"$RCL [----] DEBT: $19.4B [----] DEBT: $8.3B - $1.5B/yr in Interest on Debt (almost 3X [----] level) Stock Price Back to $100 on the latest melt up (2019 levels)⚠⚠ Let that sink in"
X Link 2023-07-09T23:07Z [----] followers, [----] engagements

"June data WOW. Not looking good for used car loans No wonder the Manheim index crashed in June $CVNA $KMX $CACC car loans are out https://t.co/4bczOLZAxg car loans are out https://t.co/4bczOLZAxg"
X Link 2023-07-11T03:45Z [----] followers, [---] engagements

"$TSM Revenue. June was weak. Q2 looking down -10% YoY and that is despite the large Price Increases $SMH $AMD $NVDA"
X Link 2023-07-11T16:35Z [----] followers, [--] engagements

"Incentives offered by dealers to sell cars going up and will accelerate in 2H (blue line). More incentives less profits. Still well below historical levels. $CVNA $CACC $KMX"
X Link 2023-07-11T18:12Z [----] followers, [---] engagements

"Redbook Retail sales goes NEGATIVE in July -0.4% $PSQ $TLT $COST $TGT $WMT"
X Link 2023-07-11T19:19Z [----] followers, [---] engagements

"Costco $COST Sales Weakening in June (negative including Gas and Fx) - This is despite large prices increases - Online sales outright negative"
X Link 2023-07-11T20:23Z [----] followers, [---] engagements

"Just re-booked my rental car in Hawaii for my August vacation (canceled and re-booked). Why Because the price dropped significantly $CAR $CACC"
X Link 2023-07-11T20:26Z [----] followers, [---] engagements

"Horrible numbers. - PC sales DOWN 13.4% in Q2 YoY - Keep in Mind PC sales ALREADY fell -15.3% in [----] (over 21). Spending might be going to AI but everyone else is going to get nuked. $SMH $AMD $MRVL $MU $INTC $ADI"
X Link 2023-07-11T21:41Z [----] followers, [----] engagements

"Time to SHORT $SMH - Taiwan Exports Falling Hard - $TSM June Revenue Weak - Laptop and phone sales keep falling - Massive inventory everywhere - Index Reached [----] High $NVDA taking huge share of the Spending Budgets (bad for everyone else $MRVL $MU) but in a bubble"
X Link 2023-07-12T15:17Z [----] followers, [---] engagements

"Nothing to see here. stay calm and carry on. $ABR $VNO $VNQ (Bloomberg) - Remote work risks wiping $800 billion from the value of office buildings in major cities highlighting the potential losses that landlords are facing from post-pandemic changes in employment trends. @business https://t.co/JNhUIlZjbS (Bloomberg) - Remote work risks wiping $800 billion from the value of office buildings in major cities highlighting the potential losses that landlords are facing from post-pandemic changes in employment trends. @business https://t.co/JNhUIlZjbS"
X Link 2023-07-13T04:08Z [----] followers, [---] engagements

"This was a rocky road but $ATVI merger is finally going to happen at $95. UK situation is still a bit of an overhang but it will not prevent the merger IMO"
X Link 2023-07-15T00:35Z [----] followers, [--] engagements

"@SPXTrades Best case this is a breakeven business. selling 1/5 the volume of$ KMX with 4X the debt level of KMX. Probably worth 1/10 of $KMX"
X Link 2023-07-20T00:26Z [----] followers, [--] engagements

"$DHI number solid overall. EPS Down 16% worth noting. - The biggest concern is Cutting prices to sell more. just like Tesla Not a good business strategy Prices Fell 8%. building costs not going down. Will be a headwind on EPS. $DHI D.R. Horton Gains on Earnings Beat Revenue Forecast Boost Despite continued higher mortgage rates and inflationary pressures our net sales orders increased 37% from the prior year quarter as the supply of both new and existing homes at affordable price points remains https://t.co/4nlVyYlCH2 $DHI D.R. Horton Gains on Earnings Beat Revenue Forecast Boost Despite"
X Link 2023-07-20T17:37Z [----] followers, [---] engagements

"$OPEN back to almost $5. Have not been paying much attention since closing out my position in December. Any thoughts Good time to re-open short @thomasrice_au @Tyler_Okland_MD"
X Link 2023-07-25T03:48Z [----] followers, [--] engagements

"Going to be patient on timing. $OPEN might do ok in Q2 given the Low Inventory of houses and market pricing strength which should be a tailwind to their cash burning inferno. Housing Going to turn back down at some point the fall"
X Link 2023-07-25T05:02Z [----] followers, [--] engagements

"Used car inventory creeping up but still below last year. $CVNA $KMX $CACC"
X Link 2023-07-25T05:05Z [----] followers, [---] engagements

"It's starting $CVNA $KMX $CACC BIGGEST discounts on New vehicles right now 👇👇👇 https://t.co/ztVjWtTu0u BIGGEST discounts on New vehicles right now 👇👇👇 https://t.co/ztVjWtTu0u"
X Link 2023-07-25T21:16Z [----] followers, [---] engagements

"Pulte $PHM: Solid earnings but Q2 22: Net Orders = [----] - Dollar Value = $3.9B Q2 23: Net Orders = [----] - Dollar Value = $4.3B Problem = ASP Dropped from $607K per home to $540K Unless the Homes are dramatically smaller: GM will fall🚨 Costs going up Backlog down"
X Link 2023-07-26T03:39Z [----] followers, [---] engagements

"Let that sink in $LAD Market Cap: $9B $CVNA Market Cap: $10B (and tons of Debt) 🤦♂🤦♂🤦♂🍿"
X Link 2023-07-26T18:01Z [----] followers, [----] engagements

"NEW auto sales strong in July (YoY) 1.3M cars but slowing down from May. More availability more pressure on used auto. $CVNA $KMX $CACC"
X Link 2023-07-31T23:33Z [----] followers, [---] engagements

"cc $W Online furniture down [----] YoY in June"
X Link 2023-08-01T01:04Z [----] followers, [----] engagements

"@charliebilello Where are you coming up with the EPS +8% growth YoY for Q2 [----] FACTSET says -7.3%"
X Link 2023-08-02T21:38Z [----] followers, [---] engagements

"Fleet sales are on Fire Buyers paying top dollar for new cars🚨 $HTZ $CAR"
X Link 2023-08-04T16:51Z [----] followers, [---] engagements

"$JNPR told the truth: Booking weakness. everyone still making numbers on backlog. $SMH"
X Link 2023-08-04T23:38Z [----] followers, [---] engagements

"Good riddance. $HOOD"
X Link 2023-08-05T22:59Z [----] followers, [---] engagements

"At least $FTNT CEO was Honest and disclosed new orders are very weak. as opposed to many pretending things are fine🍿 Backlog evaporating SEC should make disclosing backlog mandatory. $FTNT -25% amid revenue slowdown blaming tougher macro. This was in sharp contrast to other software vendors $aws $TEAM that said macro (and spend optimization) are stabilizing. What's up with the cyber market Why cut cyber spend now when other optimizations are coming to an https://t.co/RrMkPOxUt6 $FTNT -25% amid revenue slowdown blaming tougher macro. This was in sharp contrast to other software vendors $aws"
X Link 2023-08-05T19:48Z [----] followers, [----] engagements

"You can do a 36month lease on a $TSLA Model Y at $554/m with $5.7K down. Or get a way nicer BMW i4 for $499 with $3.2K down Tesla is going to have to CUT prices again"
X Link 2023-08-05T19:55Z [----] followers, [---] engagements

"@MihaiDoho Except $FTNT is not growing much anymore. they have been stuck at $1.3B /quarter for the past year and now guiding flat. With the backlog falling next year is might even be down. $ZS little better but not 20-30% for next year. Sorry to break the news to you"
X Link 2023-08-05T21:13Z [----] followers, [---] engagements

"$1B of cash left. Burning $250M per quarter ballpark. (large variance per quarter with CapEx Inventory swings). $PLUG This is not a business. Burn Baby Burn $PLUG -130% NEGATIVE GROSS MARGINS Let that sink in. https://t.co/UUq7VbXV7H Burn Baby Burn $PLUG -130% NEGATIVE GROSS MARGINS Let that sink in. https://t.co/UUq7VbXV7H"
X Link 2023-08-09T20:13Z [----] followers, [----] engagements

"New Car prices slowly coming down. Sales Incentives going up More pressure on used cars $CVNA $KMX $CACC"
X Link 2023-08-09T20:57Z [----] followers, [---] engagements

"New Car prices finally coming down - More pressure on used car prices Especially since inventory is coming back quickly $CVNA $CACC $KMX"
X Link 2023-08-15T21:46Z [----] followers, [---] engagements

"Spoke to Auto Lender: - Situation under the surface is catastrophic: a) Lenders avoiding Repos at all cost: extensions grace periods - they take on avg $8k loss/car b) Enough resources available to execute 20% of the Repos Can you confirm @GuyDealership $CACC $CVNA"
X Link 2023-08-20T23:45Z [----] followers, [----] engagements

"@assouline99 @RandolphDuke7 What are your thoughts on $AMT I noticed they have $36B of Debt and Telecom Carriers are cutting spending due to weak demand. Have not spent much time otherwise"
X Link 2023-08-21T00:19Z [----] followers, [---] engagements

"@Robin43023711 Yeah they have extended their survival time significantly. as you said: market is nuts for financing these crooks. Look at it as an opportunity"
X Link 2023-08-22T02:59Z [----] followers, [--] engagements

"Does not line up too much with Manheim but falling car prices that fast are bad for auto profits. $CVNA $CACC"
X Link 2023-08-22T19:04Z [----] followers, [----] engagements

"Consistent with My Feedback Repo situation even worse under the surface $CACC $CVNA $KMX"
X Link 2023-08-22T23:20Z [----] followers, [---] engagements

"$ADI CEO Seeing Deterioration in Economic Conditions $SMH $NVDA"
X Link 2023-08-23T16:03Z [----] followers, [---] engagements

"$W going physical in 2024😜"
X Link 2023-08-23T22:00Z [----] followers, [---] engagements

"Crazy part of the $NVDA earnings is the COST has barely moved yet Revenue doubled What this means [--]. $TSM and NVDA supplier revenue is NOT growing nearly as fast [--]. NVDA is selling many more systems (vs IC) - product mix has changed"
X Link 2023-08-24T15:42Z [----] followers, [---] engagements

"@EricJhonsa @fabknowledge Come on. There are no OTHER component shortages. other than 4nm and CoWoS capacity there are NO shortages Let's get real. maybe HBM memory but I am highly skeptical this is a bottle neck. SMCI might not get the H100 allocation but that is a different topic"
X Link 2023-08-25T04:32Z [----] followers, [---] engagements

"$JPM on $CVNA ".which would equate to $100M in EBITDA in a scenario where market volumes recover by 50% from current runrate levels." LOL Junkana sell the same product as everyone else. - To grow 50% they need TO CUT Prices. Lower Prices = Lower Profits"
X Link 2023-08-27T15:23Z [----] followers, [---] engagements

"MOSTLY BENEFICIAL OVERSTATEMENTS - Then $PLUG Raise $Billions Crime Pays: $1.25M Penalty Barely covers SEC lawyer fees. Fleecing of American Tax Payers and Investors. 🍿🍿 Umm $plug longs should actually read this https://t.co/usdcuRh13f Umm $plug longs should actually read this https://t.co/usdcuRh13f"
X Link 2023-08-30T15:01Z [----] followers, [----] engagements

"Friendly reminder that Shicoin halving happens on Apr [--] - This means that #Bitcoin Miner Revenue Instantly Falls by 50% Losing money at $30K. not going to get any better. $RIOT $MARA $CIPH $MSTR"
X Link 2023-08-31T22:26Z [----] followers, [---] engagements

"🧨🧨🧨 25% Delinquent $CVNA Subprime Loans The entire lending business is falling apart. this one is going back to sub $10 on the next leg down. meanwhile $CVNA pubic ABS issuances continue to see deteriorating results. % delinquent rising quickly the prior few months worse than peers such as $KMX and their CAF transactions https://t.co/qnblZtw7k7 meanwhile $CVNA pubic ABS issuances continue to see deteriorating results. % delinquent rising quickly the prior few months worse than peers such as $KMX and their CAF transactions https://t.co/qnblZtw7k7"
X Link 2023-09-06T12:51Z [----] followers, [----] engagements

"Grifter. $AI"
X Link 2023-09-06T20:22Z [----] followers, [---] engagements

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