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# ![@Vibeship1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1967028712244723712.png) @Vibeship1 Steve Lee

Steve Lee posts on X about $cvna, $ally, $wfc, yield curve the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1967028712244723712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967028712244723712/c:line/m:interactions.svg)

- X Week XXXXX +90%
- X Month XXXXX +13%

### Mentions: X [#](/creator/twitter::1967028712244723712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967028712244723712/c:line/m:posts_active.svg)

- X Month XX -XX%

### Followers: XX [#](/creator/twitter::1967028712244723712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967028712244723712/c:line/m:followers.svg)

- X Week XX +24%
- X Month XX +48%

### CreatorRank: undefined [#](/creator/twitter::1967028712244723712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967028712244723712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$cvna](/topic/$cvna) #116, [$ally](/topic/$ally) #7, [$wfc](/topic/$wfc) #233, [yield curve](/topic/yield-curve), [stocks](/topic/stocks), [swan](/topic/swan), [polymarket](/topic/polymarket), [bad idea](/topic/bad-idea), [$docu](/topic/$docu), [holders](/topic/holders)

**Top accounts mentioned or mentioned by**
[@shorlan4](/creator/undefined) [@guanxiresearch](/creator/undefined) [@timmerfidelity](/creator/undefined) [@jack](/creator/undefined) [@sqaure](/creator/undefined) [@zerohedge](/creator/undefined) [@ffvv1211](/creator/undefined) [@grok](/creator/undefined) [@hedgiemarkets](/creator/undefined) [@michaeljburry](/creator/undefined) [@fedguy12](/creator/undefined) [@polymarket](/creator/undefined) [@powerpacks](/creator/undefined) [@gamestop](/creator/undefined) [@nostredamus](/creator/undefined) [@chasmil75801620](/creator/undefined) [@dariocpx](/creator/undefined) [@chicagoguy2020](/creator/undefined) [@pathofthedollar](/creator/undefined) [@mrderivatives](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Wells Fargo & Co (WFC)](/topic/$wfc) [Docusign Inc (DOCU)](/topic/$docu) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last XX hours

"However given current state of the market (RE; U shaped yield curve roughly XX bps finra margin balance all time highs unemployment ticking up and gdp sans data center cratering) I'm nimble and think auto abs stocks like $ally $wfc etc. May black swan us"  
[X Link](https://x.com/Vibeship1/status/1997884060727665051)  2025-12-08T04:20Z XX followers, XX engagements


"@DarioCpx Not possible unless you're going 36+ months out. wanna bet I'll put XX months on polymarket"  
[X Link](https://x.com/Vibeship1/status/1997890748520558746)  2025-12-08T04:47Z XX followers, XXX engagements


"Probably bad idea to be short $DOCU ifykyk"  
[X Link](https://x.com/Vibeship1/status/1998589800673370402)  2025-12-10T03:05Z XX followers, XX engagements


"@ChicagoGuy2020 @PathofTheDollar @Mr_Derivatives Start the clock now for when $cvna abs trades at a discount instead of premium to market thats most likely the 'canary in the coal mine' $ally"  
[X Link](https://x.com/Vibeship1/status/1998591087141613930)  2025-12-10T03:10Z XX followers, XX engagements


"@birdhillcap @UnicusResearch But it will for abs holders $ally $wfc"  
[X Link](https://x.com/Vibeship1/status/1998591432639263150)  2025-12-10T03:11Z XX followers, X engagements


"@kakashiii111 It's very simple and not like enron; huge national security wrapper for one (primary) two there are absolutely massive profits/CapEx which boosts gdp and three (ancillary) the market must have a massive growth narrative to justify value/growth expansion real or not. cue $nvda"  
[X Link](https://x.com/Vibeship1/status/1997900599023841790)  2025-12-08T05:26Z XX followers, XXX engagements


"$cvna add may mean we are at/near short term top until next bail out. There has been no underwriting adjustment to my knowledge since auto abs paper they issue continues to be bid"  
[X Link](https://x.com/Vibeship1/status/1997920550052921346)  2025-12-08T06:45Z XX followers, XX engagements


"Hence long term (into q4 2026) thesis that auto abs bag holders of specifically $cvna paper get slammed possibly another svb and or nycb situation. Once we see new issue auto abs $cvna paper trade at discount is the smoke signal"  
[X Link](https://x.com/Vibeship1/status/1997920551718027393)  2025-12-08T06:45Z XX followers, XX engagements


"Basically $cvna auto abs paper continues to command premiums despite sharp rise in delinquency even in new issue paper. therefore $ally et Al who are primarily buyers will most likely need bailout since used auto abs is underwritten negative equity anyway"  
[X Link](https://x.com/Vibeship1/status/1997920553358037442)  2025-12-08T06:45Z XX followers, XX engagements


"Saying this now as new #'s around employment specifically targeting used auto loans looks horrific. Def not an 08' situation yet. ultimately UBI will en bailout. Insane. Watch that new issue $cvna bid"  
[X Link](https://x.com/Vibeship1/status/1997920554914074811)  2025-12-08T06:45Z XX followers, XX engagements