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@samjurrens "$MU $ORCL $STX closing +3% today"
X Link @samjurrens 2025-10-16T20:42Z XXX followers, XXX engagements

"Walk into a subprime auto dealer in your area. Youll be asked for a monthly payment you can afford then they slice that into the most astronomical financing terms not understood by the buyer that you pay 3x for the car. $CVNA instead gives them a proper deal and I believe that will lead to stronger subprime loans with less delinquencies than market rates and continued demand from bank buyers of the paper and theyll continue to consume the subprime market and achieve scale in an incredibly fragmented and difficult market to scale Im just a momentum investor though but its still fun to opine"
X Link @samjurrens 2025-10-13T20:15Z XXX followers, XXX engagements

"@moninvestor I was pretty shocked to see this oversubscribed. Its better terms than $MSTR had been getting on the convert side"
X Link @samjurrens 2025-10-16T14:29Z XXX followers, XXX engagements

"@real_bill_gross X% growth Seems like the US is almost pushing X% which aligns better with the higher longterm rates thesis too"
X Link @samjurrens 2025-10-17T21:36Z XXX followers, XXX engagements

"@terencechannon Not worried about $WAL. Worried about private debt markets"
X Link @samjurrens 2025-10-16T17:15Z XXX followers, XX engagements

"The Fed is prohibited from issuing a CBDC. China has banned Bitcoin but they have a CBDC. Gold is being amassed. They may pull a US playbook say their CBDC is backed by gold making it one of the major players of currency in the new digital system. Who doesnt love a good conspiracy theory"
X Link @samjurrens 2025-10-16T13:28Z XXX followers, XX engagements

"@Citrini7 Solar stocks. Seems like the weight of the subsidy removal will collapse a lot of current players. But the ones left standing $NXT is the only related stock in the space holding any momentum right now though"
X Link @samjurrens 2025-10-06T02:25Z XXX followers, 2106 engagements

"@terencechannon Again no concern for $WAL. Im worried about the private debt markets and mainly insurance companies with absurdly high exposure to the space"
X Link @samjurrens 2025-10-16T17:18Z XXX followers, XXX engagements

"Plot just thickened today $WAL subsidiary suing a private debt fund"
X Link @samjurrens 2025-10-16T17:00Z XXX followers, XXX engagements

"I highly doubt hes used their service which is pretty incredible on both sides buying and selling. Their ROOT partnership is also incredible for the consumer. Ive used all and a big fan. Hes concerned on loan profitability which is transferring risk away from Carvana so how is that concerning for them Also they have some of the highest growth with normal delinquent averages to the market without any blaring concern. I just dont think he likes the used car market which is fine but I think hes biased into shorting everything thinking its the next Enron which is more often not the case"
X Link @samjurrens 2025-10-13T18:57Z XXX followers, XXX engagements

"@terencechannon Significant amounts. Life insurance and annuity companies by far the highest and most concerning with the smallest BV to assets. $FG stands out $EG is elevated. Many BDCs as well like $GSBD and $CGBD are almost entirely exposure to it"
X Link @samjurrens 2025-10-16T17:34Z XXX followers, XX engagements