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@JohnPeart61788 "@CedarStResearch Especially as downloads of chatgpt are slowing in Europe and here"
X Link @JohnPeart61788 2025-10-28T14:25Z XXX followers, XX engagements

"@kakashiii111 Not only did $QCOM jump on the news but so did $AMD and $NVDA. I guess it benefits all chip makers LOL"
X Link @JohnPeart61788 2025-10-28T19:06Z XXX followers, XX engagements

"@TheLastRefuge2 @jason_meister J6 an official Fedsurrection"
X Link @JohnPeart61788 2025-10-29T01:21Z XXX followers, XX engagements

"@Rociiopavon @DeItaone I guess everyone has memory-holed Deepseek. They can do more with so much less than OpenAI or Anthropic. $NVDA is in trouble"
X Link @JohnPeart61788 2025-10-29T14:58Z XXX followers, XX engagements

"@janet_e_egan @fiiiiiist I think the real question is why China isn't building data centers for AI. Maybe the future is Deepseek not OpenAI"
X Link @JohnPeart61788 2025-10-29T15:58Z XXX followers, XXX engagements

"@TicTocTick $CVNA is worth more than Ford and Mercedes combined"
X Link @JohnPeart61788 2025-10-29T20:15Z XXX followers, XXX engagements

"@andycyau @dlgENERGY @0choLoco Aren't they selling their car loans immediately after they are made"
X Link @JohnPeart61788 2025-10-29T20:51Z XXX followers, XX engagements

"@andycyau @AFMBlog @0choLoco So best case scenario is stock is range bound while they grow into their multiple Aren't the executives selling stock hand over fist right now"
X Link @JohnPeart61788 2025-10-29T23:05Z XXX followers, XX engagements

"@andycyau @Ross__Hendricks @Nirvana12319 @thebrandonduck @AFMBlog @0choLoco Smoking Fraud Gun from $CVNA 10-Q:"
X Link @JohnPeart61788 2025-10-30T21:34Z XXX followers, XXX engagements

"@andycyau @Ross__Hendricks @Nirvana12319 @thebrandonduck @AFMBlog @0choLoco Carvana is telling us that XX% of its $XXXX billion of other sales and revenues are gains from selling loans. Considering that Carvana sold $XXX billion of car loans in the first X months of this year a XX% profit from selling its loans is unrealistic but not impossible"
X Link @JohnPeart61788 2025-10-30T23:15Z XXX followers, XX engagements

"@andycyau @Ross__Hendricks @Nirvana12319 @thebrandonduck @AFMBlog @0choLoco 2/ Do we all agree that if Carvana is selling loans it should report a cash gain in its statement of cash flows I assume we do. However as you can see in the highlighted row Carvana reports a NEGATIVE cash item. Uh-oh. Houston we have a problem"
X Link @JohnPeart61788 2025-10-30T23:16Z XXX followers, XX engagements