Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@UnicusResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1370821619145379842.png) @UnicusResearch Unicus

Unicus posts on X about $kmx, $crmt, investment, $cvna the most. They currently have XXXXXX followers and 2850 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1370821619145379842/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1370821619145379842/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +150%
- X Months XXXXXXXXX +130%
- X Year XXXXXXXXXX +635%

### Mentions: XX [#](/creator/twitter::1370821619145379842/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1370821619145379842/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +10%
- X Months XXX +19%
- X Year XXXXX +76%

### Followers: XXXXXX [#](/creator/twitter::1370821619145379842/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1370821619145379842/c:line/m:followers.svg)

- X Week XXXXXX +0.77%
- X Month XXXXXX +7.30%
- X Months XXXXXX +64%
- X Year XXXXXX +193%

### CreatorRank: XXXXXXX [#](/creator/twitter::1370821619145379842/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1370821619145379842/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$kmx](/topic/$kmx) #5, [$crmt](/topic/$crmt) #1, [investment](/topic/investment) #3771, [$cvna](/topic/$cvna) #40, [bank](/topic/bank), [$3502m](/topic/$3502m), [beats by](/topic/beats-by), [$1918m](/topic/$1918m), [ceo](/topic/ceo), [$amzn](/topic/$amzn) #438

**Top accounts mentioned or mentioned by**
[@parrotcapital](/creator/undefined) [@blueduckcap](/creator/undefined) [@notchasecoleman](/creator/undefined) [@unicusresearchcom](/creator/undefined) [@gromepow](/creator/undefined) [@thejobchick](/creator/undefined) [@m3melody](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@feeinc](/creator/undefined) [@federalreserve](/creator/undefined) [@vladtheinflator](/creator/undefined) [@daviddtawil](/creator/undefined) [@mrafunds](/creator/undefined) [@leadlagreport](/creator/undefined) [@secgov](/creator/undefined) [@guydealership](/creator/undefined) [@seawolfcap](/creator/undefined) [@usfda](/creator/undefined) [@operationdanish](/creator/undefined) [@jgnuke](/creator/undefined)

**Top assets mentioned**
[CarMax, Inc (KMX)](/topic/$kmx) [Carvana Co. (CVNA)](/topic/$cvna) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [UBS Group AG (UBS)](/topic/$ubs) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Klarna Group (KLAR)](/topic/klarna) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [JPMorgan Chase (JPM)](/topic/$jpm)
### Top Social Posts
Top posts by engagements in the last XX hours

"🚩 PIK your poison. Private credit is the silent catalyst. Here are the regional bank watchlist. The list is a sample the problem might be systemic. More below:"  
[X Link](https://x.com/UnicusResearch/status/1987690415298863550)  2025-11-10T01:14Z 16K followers, 56.8K engagements


"Banks do not disclose PIK exposure per se. Below are documented linkages (credit facilities to BDCs/privatecredit funds lenderfinance platforms or fundfinance businesses) that raise sensitivity to rising PIK in private credit portfolios. Be in the Know:"  
[X Link](https://x.com/UnicusResearch/status/1987690417572188637)  2025-11-10T01:14Z 16K followers, 2948 engagements


"🚩 $CRMT: Earnings -$0.79 misses by $XXXX revenue of $350.2M beats by $19.18M. We recommended this as a short to our clients at $XXXXXX. Now $XXXXX. PE firm investment some money.and that is one step before death itself. PE firms are where companies goes to die. Stock down XX% PM"  
[X Link](https://x.com/UnicusResearch/status/1996566910901567740)  2025-12-04T13:07Z 16K followers, 1139 engagements


"Why Japans low-rate funding collapsing hedge ratios and off-balance-sheet swaps matter for every risk asset. Be in the Know:"  
[X Link](https://x.com/UnicusResearch/status/1997088845490540580)  2025-12-05T23:40Z 16K followers, 2265 engagements


"$ALLY booya. @thejobchick we need to talk:))"  
[X Link](https://x.com/UnicusResearch/status/1985721923402080669)  2025-11-04T14:52Z 16K followers, 8150 engagements


"🚩 $KMX kicked its CEO to the curb. We have initiated short recommendation for $KMX when the stock was around $XXX. Today the stock dropped to $XX. It has more leg down"  
[X Link](https://x.com/UnicusResearch/status/1986414830220132734)  2025-11-06T12:46Z 16K followers, 18.2K engagements


"First Brands is not alone. Oh and the $X B our spidey sense tells us it wont be found"  
[X Link](https://x.com/UnicusResearch/status/1988755356949119125)  2025-11-12T23:46Z 16K followers, 5411 engagements


"Yes- weve mentioned this to our clients 4Q last year stating that per our sources $AMZN auto is a threat to dealerships- $KMX $CRMT (our recommendations) and $CVNA"  
[X Link](https://x.com/UnicusResearch/status/1990436228764700872)  2025-11-17T15:05Z 16K followers, 5068 engagements


"Remember billions in tax payer subsidized EVs And highly valued Fisker Canoo and others went bankrupt NOW instead of EVs we have tax payer subsidized data centers. Farm lands are getting replaced with data centers because AI bruh"  
[X Link](https://x.com/UnicusResearch/status/1990760737153876226)  2025-11-18T12:35Z 16K followers, 10K engagements


"$KMX: we recommended this one to our clients when $KMX was trading north of $XXX. We havent written a cover yet. $KMX is a goner. RIP"  
[X Link](https://x.com/UnicusResearch/status/1992228602096890199)  2025-11-22T13:48Z 16K followers, 3583 engagements


"🚨 Private Credit-BNPL series is here.🧵 - BNPL is now a fancy "asset class" - Private credit bears most of the BNPL risk. - Pension funds and retirement investors are major investors in BNPL companies. Wait there is more"  
[X Link](https://x.com/UnicusResearch/status/1995118377333891213)  2025-11-30T13:11Z 16K followers, 42.3K engagements


"1. BNPL companies like Klarna and Afterpay still refuses to share payment data with credit bureaus citing concerns customers could be penalized from accessing credits"  
[X Link](https://x.com/UnicusResearch/status/1995118380517302586)  2025-11-30T13:11Z 16K followers, XXX engagements


"$NVDA CEO reminds me of that guy Victor Lustig who sold Eiffel Tower. twice. for scraps. Theres one difference theres no record of Victor signing a womens TOP. So Jensen Huang is different"  
[X Link](https://x.com/UnicusResearch/status/1996290854600716341)  2025-12-03T18:50Z 16K followers, 12.5K engagements


"🚨We shop in thrift store. Havent paid full retail in a while. We drive the same pre-owned car for nearly X years. We dont shop on Black Friday. I dont shop anything greater than $XXX without checking with my SO. We cook mostly at home. This makes me NOT cool but thats fine. Wish many consumers follow this"  
[X Link](https://x.com/UnicusResearch/status/1996298013313044580)  2025-12-03T19:18Z 16K followers, 19.1K engagements


"🚩Private credit lending represents one of the least transparent and fastest-growing areas in the lending space. Yes it is not new. But private credit's infiltration to consumer lending (BNPL) is relatively new. Private credit and Shadow banking is a problem now- here is why:🧵"  
[X Link](https://x.com/UnicusResearch/status/1995839201384829183)  2025-12-02T12:55Z 16K followers, 26.2K engagements


"If anyone believes this Consumer Confidence number then they also believe in this👇"  
[X Link](https://x.com/UnicusResearch/status/1996978358148542659)  2025-12-05T16:21Z 16K followers, 13.5K engagements


"🚩Another one is about to bite the dust: $CRMT. We recommended $CRMT as a short to our clients on September 2nd 2023 (Sat) at approx. $XXXXXX (Friday closing price). Today the stock is trading at $XXXXX. Between $KMX and $CRMT who races down the fastest"  
[X Link](https://x.com/UnicusResearch/status/1986447444041765203)  2025-11-06T14:55Z 16K followers, 17.6K engagements


"ONGOING: We are hearing from multiple sources that $KMX is on a firing spree (layoffs). Not a good sign. Employees are freaking out. $KMX quality has been deteriorating and word is $CVNA is happily absorbing KMXs market share. @thejobchick"  
[X Link](https://x.com/UnicusResearch/status/1986778939394523644)  2025-11-07T12:53Z 16K followers, 9076 engagements


"$CRMT is $XXXXX on its way to ZERO. And $KMX will"  
[X Link](https://x.com/UnicusResearch/status/1988763526564036866)  2025-11-13T00:19Z 16K followers, 10.5K engagements


"🚨 Powerless data centers and the real risk to $NVDA.🧵 At the simplest level Nvidias business model is selling shovels into the AI data-center rush. Thats a dangerous way to make a living when the grid cant actually power the facilities those shovels are meant to dig"  
[X Link](https://x.com/UnicusResearch/status/1992661240502493197)  2025-11-23T18:27Z 16K followers, 265.3K engagements


"🚨 Regional banks now hold almost one-third of all U.S. commercial mortgages and a majority of non-owner-occupied CRE and latent distress is about 4X larger than what current delinquency rates imply.🧵 CRE: $XXX T Consumer debt: $5.58T (auto: $1.66T Student loan: $XXXX T)"  
[X Link](https://x.com/UnicusResearch/status/1994558058442494178)  2025-11-29T00:04Z 16K followers, 45.3K engagements


"Nightmare in the auto sector: round 2"  
[X Link](https://x.com/UnicusResearch/status/1996289856343851333)  2025-12-03T18:46Z 16K followers, 6135 engagements


"🚩 $CRMT: Earnings -$0.79 misses by $XXXX revenue of $350.2M beats by $19.18M. We recommended this as a short to our clients at $XXXXXX. Now $XXXXX. Recent PE firm invesment.and that is one step before death itself. PE firms are where companies goes to die. Stock down XX% PM"  
[X Link](https://x.com/UnicusResearch/status/1996580582625579009)  2025-12-04T14:01Z 16K followers, 5989 engagements


"Mr Beasts junk platform is the mother of all traps"  
[X Link](https://x.com/UnicusResearch/status/1996707529095868871)  2025-12-04T22:25Z 16K followers, 6628 engagements


"Merry Christmas we live in a period where $300K/ year is POOR. not middle class poor. This is about to get worse. As weve been saying: We wont have a one off recession. NO. We are entering a persistent prolonged depression for the lower K- and thats a problem"  
[X Link](https://x.com/UnicusResearch/status/1997069696051388616)  2025-12-05T22:24Z 16K followers, 448.8K engagements


"🚨Everyone talks about the yen carry trade. Only a handful can show the internal mechanism. Part X of our new series maps it: using BIS TIC CFTC and Japanese insurer filings to trace how yen funding moves into dollar assets and why hedge ratios collapsing to XXXX% matters. See below:"  
[X Link](https://x.com/UnicusResearch/status/1997088843510525982)  2025-12-05T23:40Z 16K followers, 22.9K engagements


"🚩Two Minnesota carriers shut down idling XXX drivers. Over the weekend two Minnesota-based carriers under the True North Equity Partners umbrella ceased operations overnight putting approximately XXX drivers out of work. This is not an isolated incident🧵"  
[X Link](https://x.com/UnicusResearch/status/1998084007578526145)  2025-12-08T17:35Z 16K followers, 5806 engagements


"1. As of early December 2025 at least XX trucking and logistics companies have filed for bankruptcy in the second and third quarters alone. Other estimates suggest that thousands of smaller carriers have simply shut down operations without a formal bankruptcy filing. We expect more bankruptcies to follow in 2026"  
[X Link](https://x.com/UnicusResearch/status/1998084010438787539)  2025-12-08T17:35Z 16K followers, XXX engagements


"Another isolated incident"  
[X Link](https://x.com/UnicusResearch/status/1998103277691703523)  2025-12-08T18:51Z 16K followers, 3038 engagements


"🚨Investment thought for the day: A relentless obsession on a single stock is lethal for SHORTS. It blinds the objectivity. $CVNA shorts in our humble opinion are missing critical flags that would make $CVNA not a short"  
[X Link](https://x.com/UnicusResearch/status/1998117118416748668)  2025-12-08T19:46Z 16K followers, 7867 engagements


"@birdhillcap Yes precisely our point"  
[X Link](https://x.com/UnicusResearch/status/1998139300995878988)  2025-12-08T21:15Z 16K followers, XXX engagements


"🚨 Were excited to announce that @m3_melody will be contributing to our weekly newsletter. With focus on macro CRE analysis- regionals NDFIs and the long term impact of extend and pretend. See below for access:"  
[X Link](https://x.com/UnicusResearch/status/1998198012196143321)  2025-12-09T01:08Z 16K followers, 16K engagements


"CRE analysis by @m3_melody begins next week (weekly). These macro analyses are for our Confidential Insights members. Were offering XX% off for the month of December (until 31st) to those who missed our Thanksgiving sale. We wont be having sale next year"  
[X Link](https://x.com/UnicusResearch/status/1998198014322659650)  2025-12-09T01:08Z 16K followers, 2323 engagements


"Maybe recruit Elon May I meet you We absolutely live in simulation"  
[X Link](https://x.com/UnicusResearch/status/1998478999350030468)  2025-12-09T19:44Z 16K followers, 2821 engagements


"1. JPM saw the red flags and chose to ignore Basic due diligence on Daniel Chu should have raised flags. Per Bloomberg Chu co-founded PAACO Automotive Group in 1992 a used-car chain targeting Hispanic borrowers with limited credit"  
[X Link](https://x.com/UnicusResearch/status/1998517717029236946)  2025-12-09T22:18Z 16K followers, XXX engagements


"2. PAACO expanded rapidly and was later acquired by a larger rival. Chu stepped down in 1999the same year accounting irregularities were discovered at the company. - BB"  
[X Link](https://x.com/UnicusResearch/status/1998517719017410931)  2025-12-09T22:18Z 16K followers, XXX engagements


"3. Tricolors billion in questioned collateral and why PAACO accounting irregularities needs to be investigated to understand more about the Tricolor's missing collateral. $JPM is too big to know what is going on ubder its roof. Be in the know:"  
[X Link](https://x.com/UnicusResearch/status/1998517721055768885)  2025-12-09T22:18Z 16K followers, 1122 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@UnicusResearch Avatar @UnicusResearch Unicus

Unicus posts on X about $kmx, $crmt, investment, $cvna the most. They currently have XXXXXX followers and 2850 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +150%
  • X Months XXXXXXXXX +130%
  • X Year XXXXXXXXXX +635%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX +10%
  • X Months XXX +19%
  • X Year XXXXX +76%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.77%
  • X Month XXXXXX +7.30%
  • X Months XXXXXX +64%
  • X Year XXXXXX +193%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands automotive brands travel destinations countries social networks celebrities

Social topic influence $kmx #5, $crmt #1, investment #3771, $cvna #40, bank, $3502m, beats by, $1918m, ceo, $amzn #438

Top accounts mentioned or mentioned by @parrotcapital @blueduckcap @notchasecoleman @unicusresearchcom @gromepow @thejobchick @m3melody @alderlaneeggs @feeinc @federalreserve @vladtheinflator @daviddtawil @mrafunds @leadlagreport @secgov @guydealership @seawolfcap @usfda @operationdanish @jgnuke

Top assets mentioned CarMax, Inc (KMX) Carvana Co. (CVNA) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Ally Financial, Inc. (ALLY) Jefferies Financial Group Inc. (JEF) UBS Group AG (UBS) Metadium (META) Alphabet Inc Class A (GOOGL) Klarna Group (KLAR) Goldman Sachs (GS) GammaSwap (GS) JPMorgan Chase (JPM)

Top Social Posts

Top posts by engagements in the last XX hours

"🚩 PIK your poison. Private credit is the silent catalyst. Here are the regional bank watchlist. The list is a sample the problem might be systemic. More below:"
X Link 2025-11-10T01:14Z 16K followers, 56.8K engagements

"Banks do not disclose PIK exposure per se. Below are documented linkages (credit facilities to BDCs/privatecredit funds lenderfinance platforms or fundfinance businesses) that raise sensitivity to rising PIK in private credit portfolios. Be in the Know:"
X Link 2025-11-10T01:14Z 16K followers, 2948 engagements

"🚩 $CRMT: Earnings -$0.79 misses by $XXXX revenue of $350.2M beats by $19.18M. We recommended this as a short to our clients at $XXXXXX. Now $XXXXX. PE firm investment some money.and that is one step before death itself. PE firms are where companies goes to die. Stock down XX% PM"
X Link 2025-12-04T13:07Z 16K followers, 1139 engagements

"Why Japans low-rate funding collapsing hedge ratios and off-balance-sheet swaps matter for every risk asset. Be in the Know:"
X Link 2025-12-05T23:40Z 16K followers, 2265 engagements

"$ALLY booya. @thejobchick we need to talk:))"
X Link 2025-11-04T14:52Z 16K followers, 8150 engagements

"🚩 $KMX kicked its CEO to the curb. We have initiated short recommendation for $KMX when the stock was around $XXX. Today the stock dropped to $XX. It has more leg down"
X Link 2025-11-06T12:46Z 16K followers, 18.2K engagements

"First Brands is not alone. Oh and the $X B our spidey sense tells us it wont be found"
X Link 2025-11-12T23:46Z 16K followers, 5411 engagements

"Yes- weve mentioned this to our clients 4Q last year stating that per our sources $AMZN auto is a threat to dealerships- $KMX $CRMT (our recommendations) and $CVNA"
X Link 2025-11-17T15:05Z 16K followers, 5068 engagements

"Remember billions in tax payer subsidized EVs And highly valued Fisker Canoo and others went bankrupt NOW instead of EVs we have tax payer subsidized data centers. Farm lands are getting replaced with data centers because AI bruh"
X Link 2025-11-18T12:35Z 16K followers, 10K engagements

"$KMX: we recommended this one to our clients when $KMX was trading north of $XXX. We havent written a cover yet. $KMX is a goner. RIP"
X Link 2025-11-22T13:48Z 16K followers, 3583 engagements

"🚨 Private Credit-BNPL series is here.🧵 - BNPL is now a fancy "asset class" - Private credit bears most of the BNPL risk. - Pension funds and retirement investors are major investors in BNPL companies. Wait there is more"
X Link 2025-11-30T13:11Z 16K followers, 42.3K engagements

"1. BNPL companies like Klarna and Afterpay still refuses to share payment data with credit bureaus citing concerns customers could be penalized from accessing credits"
X Link 2025-11-30T13:11Z 16K followers, XXX engagements

"$NVDA CEO reminds me of that guy Victor Lustig who sold Eiffel Tower. twice. for scraps. Theres one difference theres no record of Victor signing a womens TOP. So Jensen Huang is different"
X Link 2025-12-03T18:50Z 16K followers, 12.5K engagements

"🚨We shop in thrift store. Havent paid full retail in a while. We drive the same pre-owned car for nearly X years. We dont shop on Black Friday. I dont shop anything greater than $XXX without checking with my SO. We cook mostly at home. This makes me NOT cool but thats fine. Wish many consumers follow this"
X Link 2025-12-03T19:18Z 16K followers, 19.1K engagements

"🚩Private credit lending represents one of the least transparent and fastest-growing areas in the lending space. Yes it is not new. But private credit's infiltration to consumer lending (BNPL) is relatively new. Private credit and Shadow banking is a problem now- here is why:🧵"
X Link 2025-12-02T12:55Z 16K followers, 26.2K engagements

"If anyone believes this Consumer Confidence number then they also believe in this👇"
X Link 2025-12-05T16:21Z 16K followers, 13.5K engagements

"🚩Another one is about to bite the dust: $CRMT. We recommended $CRMT as a short to our clients on September 2nd 2023 (Sat) at approx. $XXXXXX (Friday closing price). Today the stock is trading at $XXXXX. Between $KMX and $CRMT who races down the fastest"
X Link 2025-11-06T14:55Z 16K followers, 17.6K engagements

"ONGOING: We are hearing from multiple sources that $KMX is on a firing spree (layoffs). Not a good sign. Employees are freaking out. $KMX quality has been deteriorating and word is $CVNA is happily absorbing KMXs market share. @thejobchick"
X Link 2025-11-07T12:53Z 16K followers, 9076 engagements

"$CRMT is $XXXXX on its way to ZERO. And $KMX will"
X Link 2025-11-13T00:19Z 16K followers, 10.5K engagements

"🚨 Powerless data centers and the real risk to $NVDA.🧵 At the simplest level Nvidias business model is selling shovels into the AI data-center rush. Thats a dangerous way to make a living when the grid cant actually power the facilities those shovels are meant to dig"
X Link 2025-11-23T18:27Z 16K followers, 265.3K engagements

"🚨 Regional banks now hold almost one-third of all U.S. commercial mortgages and a majority of non-owner-occupied CRE and latent distress is about 4X larger than what current delinquency rates imply.🧵 CRE: $XXX T Consumer debt: $5.58T (auto: $1.66T Student loan: $XXXX T)"
X Link 2025-11-29T00:04Z 16K followers, 45.3K engagements

"Nightmare in the auto sector: round 2"
X Link 2025-12-03T18:46Z 16K followers, 6135 engagements

"🚩 $CRMT: Earnings -$0.79 misses by $XXXX revenue of $350.2M beats by $19.18M. We recommended this as a short to our clients at $XXXXXX. Now $XXXXX. Recent PE firm invesment.and that is one step before death itself. PE firms are where companies goes to die. Stock down XX% PM"
X Link 2025-12-04T14:01Z 16K followers, 5989 engagements

"Mr Beasts junk platform is the mother of all traps"
X Link 2025-12-04T22:25Z 16K followers, 6628 engagements

"Merry Christmas we live in a period where $300K/ year is POOR. not middle class poor. This is about to get worse. As weve been saying: We wont have a one off recession. NO. We are entering a persistent prolonged depression for the lower K- and thats a problem"
X Link 2025-12-05T22:24Z 16K followers, 448.8K engagements

"🚨Everyone talks about the yen carry trade. Only a handful can show the internal mechanism. Part X of our new series maps it: using BIS TIC CFTC and Japanese insurer filings to trace how yen funding moves into dollar assets and why hedge ratios collapsing to XXXX% matters. See below:"
X Link 2025-12-05T23:40Z 16K followers, 22.9K engagements

"🚩Two Minnesota carriers shut down idling XXX drivers. Over the weekend two Minnesota-based carriers under the True North Equity Partners umbrella ceased operations overnight putting approximately XXX drivers out of work. This is not an isolated incident🧵"
X Link 2025-12-08T17:35Z 16K followers, 5806 engagements

"1. As of early December 2025 at least XX trucking and logistics companies have filed for bankruptcy in the second and third quarters alone. Other estimates suggest that thousands of smaller carriers have simply shut down operations without a formal bankruptcy filing. We expect more bankruptcies to follow in 2026"
X Link 2025-12-08T17:35Z 16K followers, XXX engagements

"Another isolated incident"
X Link 2025-12-08T18:51Z 16K followers, 3038 engagements

"🚨Investment thought for the day: A relentless obsession on a single stock is lethal for SHORTS. It blinds the objectivity. $CVNA shorts in our humble opinion are missing critical flags that would make $CVNA not a short"
X Link 2025-12-08T19:46Z 16K followers, 7867 engagements

"@birdhillcap Yes precisely our point"
X Link 2025-12-08T21:15Z 16K followers, XXX engagements

"🚨 Were excited to announce that @m3_melody will be contributing to our weekly newsletter. With focus on macro CRE analysis- regionals NDFIs and the long term impact of extend and pretend. See below for access:"
X Link 2025-12-09T01:08Z 16K followers, 16K engagements

"CRE analysis by @m3_melody begins next week (weekly). These macro analyses are for our Confidential Insights members. Were offering XX% off for the month of December (until 31st) to those who missed our Thanksgiving sale. We wont be having sale next year"
X Link 2025-12-09T01:08Z 16K followers, 2323 engagements

"Maybe recruit Elon May I meet you We absolutely live in simulation"
X Link 2025-12-09T19:44Z 16K followers, 2821 engagements

"1. JPM saw the red flags and chose to ignore Basic due diligence on Daniel Chu should have raised flags. Per Bloomberg Chu co-founded PAACO Automotive Group in 1992 a used-car chain targeting Hispanic borrowers with limited credit"
X Link 2025-12-09T22:18Z 16K followers, XXX engagements

"2. PAACO expanded rapidly and was later acquired by a larger rival. Chu stepped down in 1999the same year accounting irregularities were discovered at the company. - BB"
X Link 2025-12-09T22:18Z 16K followers, XXX engagements

"3. Tricolors billion in questioned collateral and why PAACO accounting irregularities needs to be investigated to understand more about the Tricolor's missing collateral. $JPM is too big to know what is going on ubder its roof. Be in the know:"
X Link 2025-12-09T22:18Z 16K followers, 1122 engagements

@UnicusResearch
/creator/twitter::UnicusResearch