@fedwashreserve Avatar @fedwashreserve fedwashreserve

fedwashreserve posts on X about $cvna, $chtr, $fico, $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 66% finance 14% technology brands 11% cryptocurrencies 7% countries 3% automotive brands 2% fashion brands 1% gaming 1%

Social topic influence $cvna 17%, $chtr 10%, $fico 6%, $kmx 6%, $uber 5%, business 4%, $para 4%, $wbd 4%, $cmg 3%, company 3%

Top accounts mentioned or mentioned by @accruedint @stevebrubaker @blondesnmoney @blackmrphophet @indrastocks @qcapital2020 @bichonredux @zerohedge @fiscorainvest @billackman @vanktran10 @ancaesthetics @blockgraze @richardwedekin1 @abignalejr @financedystop @ecommerceshares @aweaedcawq123 @investornick @plantmath1

Top assets mentioned Carvana Co. (CVNA) Charter Communications Inc (CHTR) Fair Isaac, Corp. (FICO) CarMax, Inc (KMX) Uber Technologies, Inc. (UBER) Paramount Global (PARA) Warner Bros Discovery, Inc. (WBD) Chipotle Mexican Grill, Inc. (CMG) Oxygen (OXY) Flutter Entertainment plc (FLUT) DraftKings Inc. Class A Common Stock (DKNG) Lyft, Inc. Class A Common Stock (LYFT) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Ovintiv, Inc. (OVV) Netflix Inc (NFLX) Take-Two Interactive Software, Inc. (TTWO) Intel Corporation (INTC) Limitus (LMT) SATS (Ordinals) (SATS) Rigetti Computing, Inc. Common Stock (RGTI) Freicoin (FRC) Partisia Blockchain (MPC) Hilton Hotels Corporation Common Stock (HLT) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Crocs, Inc. (CROX) Taiwan Semiconductor (TSM) MPLX LP (MPLX) Capital One Financial Corp. (COF) Strategy (MSTR) Bitcoin (BTC) Copart, Inc. (CPRT) NVIDIA Corp. (NVDA) Progressive Corp (PGR)

Top Social Posts

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

"@Anc_Aesthetics Chipotle $CMG destroying their own brand and are not owned by PE"
X Link 2026-02-06T22:05Z [---] followers, [--] engagements

"@qcapital2020 The data side of their business is under threat and is justifiably being re-rated"
X Link 2026-02-10T13:12Z [---] followers, [----] engagements

"The mental fortitude it requires to own a shitco like $CHTR when all of fintwit telling you its a zero and it just kept going down every single day"
X Link 2026-02-10T14:41Z [---] followers, [--] engagements

"$TTWO will be releasing the greatest storytelling experience in history at [--] RSI and dudes telling you a $20 AI subscription makes it a donut"
X Link 2026-02-10T15:02Z [---] followers, [--] engagements

"@blockgraze 90% of prediction market volume is sports betting. If it walks like a duck and quacks like a duck its a duck"
X Link 2026-02-15T23:28Z [---] followers, [---] engagements

"$FLUT Another question is how hard is it for FanDuel to effectively spend $300m on their own prediction markets and compete than spend 15b to buy kalshi for its $250m of revenue"
X Link 2026-02-15T23:36Z [---] followers, [--] engagements

"$FLUT falling in sympathy. 12%. Half their revenue outside the US albeit no growth and tax headwinds. However they have less debt and are the market leader. The FOX call is now OTM. AKO capitals largest position and Kenny Dart is built up to 19% position before on the 10th. I wonder if he added today. IMO the drop seems possibly overdone. https://twitter.com/i/web/status/2022417585439150095 https://twitter.com/i/web/status/2022417585439150095"
X Link 2026-02-13T21:08Z [---] followers, [--] engagements

"@RichardWedekin1 Curious if he added in Q4. 13F will come out this week"
X Link 2026-02-15T18:50Z [---] followers, [--] engagements

"The people who say PMs are not a threat are ignorant. The PM volume is growing exponentially. It's a much lower-margin business (even w/ the State tax savings) which is why it's interesting Mr. Market is pricing Draftkings less than Kalshi/Polymarket. I also find it ironic that $DKNG has finally hit profitable economics (which is way easier said than done) and the entire gaming industry is rerating to new multiyear lows. The re-rate is justified due to competition. The question is whether or not it is overdone. I agree with your statement. Draftings is #2. Fanduel is simply a better-run"
X Link 2026-02-15T19:31Z [---] followers, [--] engagements

"The people who say PMs are not a threat are ignorant. The PM volume is growing exponentially. It's a much lower-margin business (even w/ the State tax savings) which is why it's interesting Mr. Market is pricing Draftkings less than Kalshi/Polymarket. I also find it ironic that $DKNG has finally hit profitable economics (which is way easier said than done) and the entire gaming industry is rerating to new multiyear lows. The re-rate is justified due to competition. The question is whether or not it is overdone. I agree with your statement. DraftKings is #2. Fanduel is simply a better-run"
X Link 2026-02-15T19:45Z [---] followers, [---] engagements

"@Blackmrphophet @stevebrubaker C suite eggregious dilutive share-based compensation is one thing but explain to me how SBBs are not a legitimate form of shareholder returns"
X Link 2026-02-15T23:14Z [---] followers, [--] engagements

"@Blackmrphophet @stevebrubaker Why would a company in the growth stage issue a dividend rather than bet on itself"
X Link 2026-02-16T00:53Z [---] followers, [--] engagements

"@abignale_jr @financedystop 1) relax senior MAGA 2) Canada is great"
X Link 2025-08-04T13:11Z [---] followers, [---] engagements

"@ecommerceshares $FICO"
X Link 2025-08-05T11:15Z [---] followers, [--] engagements

"@aweaedcawq123 @blondesnmoney Wont be an issue for passengers until they get into a crash"
X Link 2025-08-05T15:35Z [---] followers, [--] engagements

"@Investor_NICK_ @plantmath1 @blondesnmoney No insurance"
X Link 2025-08-05T21:12Z [---] followers, [--] engagements

"@shavil0mi @CasinoCapital Gibraltar is literally a rock"
X Link 2025-08-06T17:58Z [---] followers, [---] engagements

"@BichonRedux Legendary portfolio. Just needs to add $FICO 🤣"
X Link 2025-08-18T13:05Z [---] followers, [---] engagements

"@310Value $PARA"
X Link 2025-08-23T22:47Z [---] followers, [--] engagements

"I wonder how much $LYFT ultimately gets sold for and who buys it. $TSLA $AMZN $GOOG"
X Link 2025-08-25T13:36Z [---] followers, [---] engagements

"Step 1) Coercing equity stakes in private companies saying they are ripping people off Step 2) nationalize them Classic Latin American playbook but its America. $INTC $LMT"
X Link 2025-08-26T14:32Z [---] followers, [--] engagements

"@QueenUberDriver @sergioaved @GavinNewsom @Uber @lyft @CAgovernor Illegals are people too"
X Link 2025-09-04T19:04Z [---] followers, [--] engagements

"@accrued_int Since you a cable bro now thoughts on $CHTR No position but I have been doing DD. Whats interesting is the Cox family is merging with Charter and rolling everything into Charter. They are cashing out $4b. But then they are taking 6b in preferred and 12b in charter stock"
X Link 2025-09-08T13:48Z [---] followers, [---] engagements

"@accrued_int All of it gets zerod (with all other equity holders) if charter common goes nil. The company will be like 4-5x levered. Its like 75% of the familys net worth. If broadband losses dont stabilize its going to [--]. Too much debt. Down today on starlink $sats news"
X Link 2025-09-08T13:49Z [---] followers, [---] engagements

"@accrued_int It seems like they are not fully getting out though Less the $4b cash out they are simply rolling their stake into $CHTR"
X Link 2025-09-08T14:52Z [---] followers, [--] engagements

"@JohnDoeKnowsGuy $WBD thesis"
X Link 2025-09-10T20:05Z [---] followers, [--] engagements

"@blondesnmoney $CVNA"
X Link 2025-09-12T15:38Z [---] followers, [---] engagements

"@blondesnmoney Sold long ago"
X Link 2025-09-13T00:04Z [---] followers, [--] engagements

"$KMX -20%. $CVNA -4% on Carmaxs Q2 earnings. If CARVANA drops more Ill consider adding. CVNA q volume still looks like it will be strong. Possibly what is happening is CARVANA is taking carmax market share. The US consumer seems to definitely be weakening"
X Link 2025-09-25T13:41Z [---] followers, [---] engagements

"@zerohedge $CVNA"
X Link 2025-10-03T12:11Z [---] followers, [---] engagements

"$RGTI $RGTI $13B company global headquarters https://t.co/Vj2I5Tk8O4 $RGTI $13B company global headquarters https://t.co/Vj2I5Tk8O4"
X Link 2025-10-04T16:50Z [---] followers, [--] engagements

"@Ross__Hendricks The new ones are much more collateralized than the covid cohorts. Additionally banks tightening lending standards is bullish carvana bc carvana is the subprime lender of last report"
X Link 2025-10-08T13:41Z [---] followers, [---] engagements

"@zerohedge Bullish $CVNA"
X Link 2025-10-14T15:34Z [---] followers, [--] engagements

"@InaTailHedged $OXYWS"
X Link 2022-02-17T17:01Z [---] followers, [--] engagements

"@LeviathanCapit1 I owned $ovv @ [--] and sold at $21 for oxyws. Im long $oxyws v $oxy. Warrants basically trading like an ISDA. Issue w/ warrants is time value on them is now non existence (starting to sell discount to $22 conversion) because of implied dividend dcf/tax implication of conversion"
X Link 2022-05-23T15:34Z [---] followers, [--] engagements

"@Astervox42 Dont worry. Its transitory"
X Link 2022-10-13T13:03Z [---] followers, [--] engagements

"@ChrisCamillo @Wallstreet_Baby @stonky_face_k Thoughts on selling $FRC puts"
X Link 2023-03-13T22:26Z [---] followers, [---] engagements

"@rudibest I exited the majority of my $OXY as well. Thoughts on $MPC"
X Link 2025-01-24T12:55Z [---] followers, [---] engagements

"@qualityequities Interesting. they bought $HLT while Ackman was selling"
X Link 2025-02-15T15:43Z [--] followers, [---] engagements

"@MichaelWigginsO Thoughts on $Uber 21% yoy growth rn that will dip to high teens"
X Link 2025-02-18T12:26Z [---] followers, [--] engagements

"@marginofdanger @SECGov Wait until you learn about the $PARA deal"
X Link 2025-02-19T19:16Z [---] followers, [---] engagements

"@RobertMSterling Alleged CFO with bold accusations of publicly disclosed information from their quarterly financial statements $uber. CFO of what Enron or micon strategy or super micon computer"
X Link 2025-02-20T10:53Z [---] followers, [--] engagements

"Fintwit thinks $820b eli lily and novo is not going to fight hims in court over FDA and glp1 shortage claim $lly $hims"
X Link 2025-02-20T13:43Z [---] followers, [---] engagements

"@accrued_int @OpenAI He also made crazy PTs on $OVV $OXY $CHTR for the views"
X Link 2025-02-20T13:50Z [---] followers, [--] engagements

"So the market just realized theres multiple AV start ups and waymo scaled 80% faster with uber as an aggregator in Austin $uber $tsla"
X Link 2025-05-02T15:34Z [---] followers, [---] engagements

"@accrued_int Dont you think they couldve gotten more cash though if they were truly bearish Yes esp w/ the preferred structure w/ $400m/yr in spending money it seems like they will be long term baggies. Will they be the second decabillionaires to get zerod by $CHTR after Paul Allen"
X Link 2025-09-08T15:45Z [---] followers, [--] engagements

"$PARA is likely offering $23/shs for warner bros. Respect to baggies. $WBD was in fact cheap when was it trading sub [--]. https://seekingalpha.com/news/4499869-warner-bros-discovery-falls-amid-report-that-friendly-paramount-deal-is-unlikely https://seekingalpha.com/news/4499869-warner-bros-discovery-falls-amid-report-that-friendly-paramount-deal-is-unlikely"
X Link 2025-09-29T15:37Z [---] followers, [---] engagements

"$crox bulls are a different breed"
X Link 2025-10-01T16:39Z [---] followers, [--] engagements

"$CVNA Carvana bears are a different breed Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that Carvana is selling used cars https://t.co/0UvXaNDtOC Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that"
X Link 2025-10-01T16:41Z [---] followers, [---] engagements

"$CVNA $FICO are my two largest positions. 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. 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 2025-10-13T17:31Z [---] followers, [---] engagements

"@fiscorainvest I very very unfortunately will have to the majority of my $FICO for tax reasons. 🙃"
X Link 2025-10-16T19:30Z [---] followers, [---] engagements

"@tomlombardi @real_bill_gross Pretty sure he also bought MPLX WES during covid"
X Link 2025-10-17T16:08Z [---] followers, [--] engagements

"@UnicusResearch $CVNA next"
X Link 2025-10-18T13:06Z [---] followers, [---] engagements

"@blue_chip1 my sources got 158k"
X Link 2025-10-20T12:20Z [---] followers, [--] engagements

"Aging like fine wine. https://www.cbssports.com/college-football/news/brian-kelly-buyout-contract-details-what-it-would-cost-lsu-to-fire-coach-as-tigers-fall-shy-of-expectations/# Rutgers lost $54 million in college sports last year*. UConn lost $30 mil. UCF and Houston lost $40 mil. Athletics is a money pit for all but a couple dozen schools with the median losing $16 mil/year. The settlement with college athletes adds another $20 mil expense. Growing https://t.co/usFhTiTnMn"
X Link 2025-10-20T17:52Z [---] followers, [---] engagements

"$COF earnings were good. No position"
X Link 2025-10-22T13:38Z [---] followers, [--] engagements

"@tier10k Banana republic 🍌"
X Link 2025-10-23T15:13Z [---] followers, [---] engagements

"Out of all shorts I think you are the most rational and are willing to have real dialogue. Firstly they underwrite and sell off their loans (except 5%) so maybe their gain on sale spread is lower. Regardless they do NOT hold the liability (that is how they are able to mark gains on the sale of the loans). In terms of fundamentals I agree they trade at a premium but deservingly so. They are growing volumes 45%+ while $KMX carmax contracted with substantially higher margins (even when normalized) and achieving real additional efficiency gains. Which are you willing to pay more for"
X Link 2025-10-23T17:13Z [---] followers, [--] engagements

"@rev_cap Never heard a white girl say her dream is to move to Philly"
X Link 2025-10-26T17:15Z [---] followers, 30.2K engagements

"@IndraStocks Are you bullish or bearish $KMX"
X Link 2025-11-06T22:51Z [---] followers, [---] engagements

"@IndraStocks Yep $CVNA also down cus pair trade/momo. Recent $CVNA selloff has been brutal thoughts of their $500m ATM equity issuance"
X Link 2025-11-06T23:03Z [---] followers, [---] engagements

"$MSTR https://www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5 https://www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5"
X Link 2025-11-09T17:10Z [---] followers, [--] engagements

"@Mr_Derivatives $CMG Used to go everyday now havent been in months. Increased prices and lowered quality. Now SSS declining @BillAckman"
X Link 2025-11-19T13:00Z [---] followers, [--] engagements

"@EverydayCap $CHTR"
X Link 2025-11-19T15:43Z [---] followers, [---] engagements

"@BourbonCap $CVNA $CHTR"
X Link 2025-11-20T21:34Z [---] followers, [---] engagements

"@ValueStockGeek Who the heck is paying 50x for a company that has 10% growth besides $CMG bulls that paid like 60x for negative growth. 🌯"
X Link 2025-11-20T22:48Z [---] followers, [----] engagements

"@GuyTalksFinance When bitcoin hits 50k youre going to wish you sold some"
X Link 2025-11-20T22:51Z [---] followers, [---] engagements

"@BichonRedux You can say the same thing about $CHTR"
X Link 2025-11-21T00:22Z [---] followers, [---] engagements

"Great transcript. https://www.cnbc.com/2025/11/20/cnbc-exclusive-excerpts-liberty-media-chairman-john-malone-speaks-with-cnbcs-david-faber-on-squawk-on-the-street-today.html https://www.cnbc.com/2025/11/20/cnbc-exclusive-excerpts-liberty-media-chairman-john-malone-speaks-with-cnbcs-david-faber-on-squawk-on-the-street-today.html"
X Link 2025-11-21T14:41Z [---] followers, [--] engagements

"@Vanktran10 They cannot buy more stock. Their stock purchase agreement is almost all used up and they are at the top of their financial leverage limits"
X Link 2025-11-21T15:08Z [---] followers, [--] engagements

"@Vanktran10 Yes they only have $250m of authorization left in q4"
X Link 2025-11-21T17:03Z [---] followers, [--] engagements

"I am a willing buyer at the right price $CPRT"
X Link 2025-11-24T18:17Z [---] followers, [---] engagements

"@accrued_int @stoked_on_waves Bought out friend for 60% premium and 12% interest. Arms length transaction"
X Link 2025-11-25T14:08Z [---] followers, [--] engagements

"@IndraStocks Wen $CVNA 500"
X Link 2025-11-25T17:57Z [---] followers, [---] engagements

"@JerryCap @RealCoinraptor $fico $nvda"
X Link 2025-11-26T02:32Z [---] followers, [---] engagements

"@HedgeyeComm Rumor has it you removed $GOOG to make room for $CHTR 😂😂"
X Link 2025-11-26T15:41Z [---] followers, [----] engagements

"@fiscorainvest I was forced to sell a significant portfolio of my $FICO position last month as well due to relocation. Its unfortunate but life happens. I hope all is better"
X Link 2025-11-26T17:19Z [---] followers, [---] engagements

"@CedarStResearch @BillAckman 50% overvalued 😵💫"
X Link 2025-11-26T17:32Z [---] followers, [---] engagements

"@mattscottcap 1) passive flows supporting CVNA when its not even in the SP500 yet. 2) how is gain on sale of loan not real profit if the cash flows and liability are bought by a creditor 3) $KMX has yoy revenue decline while $CVNA grew volumes 40%+ in a bear/neutral environment"
X Link 2025-11-27T17:25Z [---] followers, [---] engagements

"@SilbergleitJr And whats the issue"
X Link 2025-11-28T23:12Z [---] followers, [----] engagements

"@buccocapital $PGR thesis"
X Link 2025-12-01T01:17Z [---] followers, [----] engagements

"Lock in boys. Cable cowboys comeback $CHTR $CMCSA"
X Link 2025-12-05T23:33Z [---] followers, [--] engagements

"The $WBD $PARA $NFLX deal has too many conditionals. Stay away"
X Link 2025-12-09T01:41Z [---] followers, [---] engagements

"@andrewcoye What is your take"
X Link 2025-12-09T10:58Z [---] followers, [---] engagements

"Wait untill you realize $WBD likely chose Netflix bc John Malone is very fond of $NFLX (he tried to buy it at TCI but the board said no - so he personally bought stock in it)"
X Link 2025-12-09T11:07Z [---] followers, [--] engagements

"@immortal_archon They grew volumes 40% in a flat used auto market"
X Link 2025-12-22T14:47Z [---] followers, [---] engagements

"Every American retiree is now a proud shareholder of Carvana. Lets win together 💪🚘 $CVNA"
X Link 2025-12-22T14:50Z [---] followers, [---] engagements

"@GlobalMacroZen $uber vs $lyft debate imo"
X Link 2025-12-22T15:47Z [---] followers, [--] engagements

"Circuit city founded CarMax $KMX 🤯"
X Link 2026-01-04T03:39Z [---] followers, [--] engagements

"My previous employer's unvested match just goes back to them once I sell or move my 401k plan but I still invest that forfeited pool of money on their behalf until I transfer it/x years. Hilarious. I paid them fees to CAGR them 28% over the last [--] years. 🫡 I guess it's a symbiotic relationship and my civic duty. https://twitter.com/i/web/status/2008717493024543043 https://twitter.com/i/web/status/2008717493024543043"
X Link 2026-01-07T01:49Z [---] followers, [--] engagements

"$CVNA the future is here https://www.reddit.com/r/carvana/comments/1qm2wws/the_future_is_crazy/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/carvana/comments/1qm2wws/the_future_is_crazy/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button"
X Link 2026-01-25T14:51Z [---] followers, [--] engagements

"Since [----] the ratio between vehicle/avg US salary has held steady. However payment and payment terms for used vehicles has strained. [--] month longer term and $150/mo higher payment. New car financing paying nearly $750/mo. Source: KBB BLS Edmunds $CVNA $AN $KMX"
X Link 2025-08-29T13:13Z [---] followers, [---] engagements

"$CVNA is better risk reward but if $CACC common gets low enough Ill revisit"
X Link 2025-11-28T15:22Z [---] followers, [---] engagements

"@MinotaurStocks 1) They are like 1% used car market share. 2) They are expanding to dealerships l 3) Many people will still keep personal ownership of their vehicles (Read about $AZO in the age of EV.)"
X Link 2026-01-10T03:30Z [---] followers, [--] engagements

"I retain my $600 Carvana PT. $CVNA"
X Link 2026-01-29T01:41Z [---] followers, [---] engagements

"This is like the applovin fraud allegations. No merit"
X Link 2026-01-29T12:18Z [---] followers, [---] engagements

"@partners_road No one cares if the stock market keeps going up bro"
X Link 2026-02-01T23:19Z [---] followers, [---] engagements

"@qcapital2020 Tell me how gta into release isnt a screaming buy"
X Link 2026-02-06T16:17Z [---] followers, [---] engagements

"In their GPU they are also including their proportional gross profit from wholesale ADESA auctions. Normalize for everything and Carvana is simply more operationally efficient than $KMX and all other competitors. $CARG is shutting down their D2C business because they dont have the economics. $AMZN is the only real competitor if they are willing to punt off $10b in capEx. More passive flows will come in once they join SP500 In terms of subprime and credit I mean they are a used car dealer. Thats like saying Rocket Mortgage will do worse if Congress eliminated the 30y mortgage. Time will tell"
X Link 2025-11-27T18:00Z [---] followers, [---] engagements

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