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@IndraStocks "$RGTI adds $1.5b in mkt cap on $5m of revenue. What's fun is if you short these they can always just slam an ATM at their stupidly inflated market caps so you will just never win"
X Link @IndraStocks 2025-10-03T19:34Z 6022 followers, 2241 engagements

"The entire economy exists to funnel money to $MSFT $GOOGL $META and $AMZN and by proxy $NVDA The excess is then spent with $AAPL $AMZN $NFLX $SPOT etc. The benefit to the majority of the S&P of AI is that they can give more money to the Mag-7"
X Link @IndraStocks 2025-10-04T21:17Z 6021 followers, 3861 engagements

"@ron_ecomm @CoorsLightCEO You get paid to confirm hedge fund theses"
X Link @IndraStocks 2025-10-15T07:59Z 6022 followers, XX engagements

"$CVNA initial Q3 unit estimate 158.8k. That's +46% YoY and +11% QoQ Not too shabby"
X Link @IndraStocks 2025-10-09T17:41Z 6022 followers, 5477 engagements

"Need to make an AI workflow that just buys calls on whatever ticker this guy pumps each month"
X Link @IndraStocks 2025-10-14T19:11Z 6022 followers, 9590 engagements

"Non-prime totally breaks people's brains. These deals are all over collateralized and have absurd excess spreads. CNL for 2023 vintages would need to double to see impairment on the lower level tranches. $CVNA has made underwriting stricter in 2024/2025 as you can see here"
X Link @IndraStocks 2025-10-10T18:25Z 6021 followers, 3636 engagements

"What do you think was going on with the auto lending market in 2022"
X Link @IndraStocks 2025-10-15T17:07Z 6022 followers, 4101 engagements

"It's actually pretty absurd how hard it is to get video game exposure via publics if $EA is taken private. You basically have $TTWO and $RBLX as all the other large CO's are buried in $MSFT/Tencent/private"
X Link @IndraStocks 2025-09-27T02:28Z 6019 followers, 17.2K engagements

"@CDMCapital When the company was dramatically more levered working on integrating a new acquisition dramatically less efficient and much lower baseline demand. Also saying the macro is worse is hilarious"
X Link @IndraStocks 2025-10-15T18:10Z 6022 followers, XXX engagements

"@DarioCpx is another one. An excerpt from his latest article shows he simply has no clue how ABS markets and corporate debt function to a rather staggering degree. He thinks net losses in an ABS deals impacts CVNA financials Surely an AI wrote this (a bad one)"
X Link @IndraStocks 2025-10-14T18:52Z 6022 followers, 5927 engagements

"$TSM results are just so absurd. We have numerous companies at $100b+ run rates growing topline 10%+ QoQ at like XX% operating margins. Like these companies are doing so well nobody can bring themselves to believe it. Truly a unique problem to have"
X Link @IndraStocks 2025-07-17T07:20Z 6021 followers, 3892 engagements

"My portfolio is currently like XX% $CVNA XX% $GOOGL X% $TSM X% 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 @IndraStocks 2025-10-13T17:24Z 6022 followers, 16.4K engagements

"@0xMerridew @DarioCpx Sure but that's very different than assuming projected CNL's impact CVNA's income statement and their deals have only had better terms as time goes on. 2022 was like a total market freeze while the company was also distressed and they managed it fine"
X Link @IndraStocks 2025-10-14T19:17Z 6021 followers, XXX engagements

"The problem with $CVNA bear posting is they just aren't very smart. X. He says they aren't a secular growth company. This is despite them growing XX% YoY vs a flat used market X. He says XX% of operating profit is subprime loans. This is both misleading and just incorrect"
X Link @IndraStocks 2025-10-14T18:47Z 6022 followers, 11.9K engagements

"When publicly available info on $CVNA doesn't support your narrative just tweet random headlines instead"
X Link @IndraStocks 2025-10-08T17:53Z 6022 followers, 9177 engagements