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@idknothingleft "$ALLY is in an impossible situation because they got into bed with $CVNA. If they stopped funding the $CVNA loans EVERYONE would know there was a problem and thus conclude much of what they already bought was crap leading to its own collapse. Hence why they keep it going"
X Link @idknothingleft 2025-10-30T15:35Z XXX followers, XXX engagements

"@caleb_harbert I'm not disagreeing with anything but again nobody has any idea what the $KSS plan moving forward is and future expectations drive prices mostly Right now all you have is status quo all of which could change hard and fast literally any day"
X Link @idknothingleft 2025-10-28T22:25Z XXX followers, XX engagements

"@WimalSamara @silberschmelzer I think decently high. $ALLY and $COF earnings essentially gave $CVNA cover to report whatever results and guidance they want. They both said things are better than expected and they aren't seeing subprime auto stress others are"
X Link @idknothingleft 2025-10-28T23:29Z XXX followers, XXX engagements

"@silberschmelzer @ConsensusGurus @SilbergleitJr i don't view it as a vote of confidence at all they're in this together and essentially XXX% co-dependent. Neither can stop. If $ALLY did stop buying that would bring LOTS of scrutiny as to why and what they've bought so far. Less scrutiny to up the game and keep funding"
X Link @idknothingleft 2025-10-30T03:11Z XXX followers, XX engagements

"@ConsensusGurus @silberschmelzer @SilbergleitJr if carvana blows up that will inevitably lead to Ally and what crap they own. Ally does NOT want CVNA to go down or get tons of scrutiny"
X Link @idknothingleft 2025-10-30T03:20Z XXX followers, XX engagements

"$CVNA prediction: -10-20% move up -record everything -positive outlook -limited (if any) credit concerns echoing $COF and $ALLY earnings calls -zero hard questions from analysts So just a repeat of past X quarters"
X Link @idknothingleft 2025-10-29T15:45Z XXX followers, XXX engagements

"@Douglas34184094 @DarioCpx $ALLY they're partner to the scheme and also need to keep it going. If they stopped funding CVNA everyone would know the billions of loans they already bought are crap and crash its own business. Both parties need to keep funding this for as long as they can"
X Link @idknothingleft 2025-10-30T17:12Z XXX followers, XX engagements

"$CVNA - I'd pay a good amount of money to see what Carvana would be trading at if we could also see Drivetime's financials"
X Link @idknothingleft 2025-10-29T20:53Z XXX followers, XXX engagements

"@ilov3bu5h @DarioCpx Its called keeping the party goingwhy didnt you ever hear Arthur Anderson say sorry Enron were out"
X Link @idknothingleft 2025-10-31T14:48Z XXX followers, XX engagements

"This should say " $FI Executives eviscerated shareholder cash buying back their own stock from former owners who bailed before the stock collapsed""
X Link @idknothingleft 2025-10-31T20:13Z XXX followers, XXX engagements

"It is also kind of funny how not a single $FI insider has made a purchase with the stock down XX% from highs while using the company's own cash to purchase at massively inflated prices"
X Link @idknothingleft 2025-10-31T20:15Z XXX followers, XXX engagements

"if Ally stopped buying it would be an admission that they have been buying crap from Carvana. Just imagine the scrutiny after that and if they are indeed involved with shady stuff it is game over. Hence why it makes sense they keep buying loans regardless of what is really going on"
X Link @idknothingleft 2025-10-31T21:01Z XXX followers, XX engagements