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@SemiCynic Semiđť•Źynic
Semiđť•Źynic posts on X about elon musk, money, balance sheet, $cvna the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +1,086%
- X Month XXXXXX +2,073%
- X Months XXXXXXX +1,960%
- X Year XXXXXXX +96%
Mentions: X #
- X Week XX +23%
- X Month XX +321%
- X Months XXX +273%
- X Year XXX +9%
Followers: XXXXX #
- X Week XXXXX +0.34%
- X Month XXXXX +1.40%
- X Months XXXXX +3%
- X Year XXXXX +0.49%
CreatorRank: undefined #
Social Influence #
Social category influence finance XXXX% celebrities XXXX% stocks XXXX%
Social topic influence elon musk 2.78%, money 1.39%, balance sheet 0.69%, $cvna 0.69%, investment 0.69%, market cap 0.69%, $open 0.69%, why is 0.69%, homes 0.69%, home loans XXXX%
Top accounts mentioned or mentioned by @ridevolt @material_remote @coyotekn0wsbest @kdubbsy @malonewealth @matthewwal57743 @giveusarms @bullishlyfree @napingsac @therobbcarter @tiggersdad2 @giftsonglass @8bitsteveo @grok @og_dabber @python0o @rabois @wiseapeman @pray4tendies @freakinfrick
Top assets mentioned Carvana Co. (CVNA) Open Custody Protocol (OPEN)
Top Social Posts #
Top posts by engagements in the last XX hours
"@jimmichel2 @GiveUsArms @8bitsteveo @Pray4Tendies @rabois @paul_davys @Opendoor @elonmusk @ericjackson Im short OPEN. I think most people who are investing above $XXXX have zero clue what their balance sheet or operating metrics look like"
X Link @SemiCynic 2025-10-13T23:57Z 2657 followers, 2626 engagements
"@shimonii10 @Pokemongo46424 @NapingSac @Beefly0123 @Anthony12170726 @John_Hempton @CEOAdam Youre the one that came to this thread Personally I just find it interesting that people still dont really understand how capital structure works even after being taken to the woodshed for a few years straight"
X Link @SemiCynic 2025-10-11T15:53Z 2657 followers, XX engagements
"@Pray4Tendies @GiveUsArms @rabois @8bitsteveo @paul_davys @Opendoor @elonmusk @ericjackson CVNA makes almost all their money through resale of securitized loans not through the actual flipping of cars. Eric knows this and dodges the question every time"
X Link @SemiCynic 2025-10-13T04:25Z 2655 followers, XX engagements
"@wiseapeman As a value driven investment it had $XXX million market cap. $CVNA makes money through sale of securtized loans. $OPEN doesnt originate loans so theyre pretty much replicating the less profitable / unprofitable part of CVNAs business"
X Link @SemiCynic 2025-10-14T11:15Z 2657 followers, XXX engagements
"@wiseapeman I agree this is a space they could enter. If they did what timeline would you expect and what multiple would you assign I dont see excitement about the possibility of making todays originators AI-first. Why is it a hype play to make an AI-first company an originator"
X Link @SemiCynic 2025-10-14T13:46Z 2657 followers, XX engagements
"@RobStonkowskii @Barchart Depends on the entry. I think a lot of long-only investors apply a long-only perspective to position sizing and risk management. On the short side its very different"
X Link @SemiCynic 2025-10-15T22:08Z 2657 followers, XX engagements
"@paul_davys @GiveUsArms @rabois @Pray4Tendies @8bitsteveo @Opendoor @elonmusk @ericjackson I think that short term hype aside its pretty easy to get it and the base case should be continued cash burn"
X Link @SemiCynic 2025-10-13T04:33Z 2657 followers, XX engagements
"@BoodleNft @rabois @GiveUsArms @paul_davys @8bitsteveo @Opendoor @elonmusk @CanadaKaz Opendoor would have to deal with all that nonsense you dealt with and every time they have to show negotiate repair or deal with a buyer backing out that's less $ to the bottom line. At some point better tech pipes only get you so far 🤷♂"
X Link @SemiCynic 2025-10-13T14:53Z 2657 followers, XXX engagements
"@MmtlpD2627 @palikaras Youre free to invest in the illiquid markets where short selling is illegal or uncommon. Nobody is forcing you to participate in penny stock bullshit"
X Link @SemiCynic 2025-10-14T00:19Z 2657 followers, XX engagements
"@wiseapeman @Opendoor It is a real estate stock. The core business is buying and selling homes. They can improve operations with AI but that doesnt change the core business - buy low sell high"
X Link @SemiCynic 2025-10-13T22:11Z 2657 followers, XXX engagements
"@wiseapeman How familiar are you with the process to originate home loans and securitize them for sale as ABS"
X Link @SemiCynic 2025-10-14T12:47Z 2656 followers, XX engagements