# ![@blue_chip1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1216044611740717057.png) @blue_chip1 Bluechip

Bluechip posts on X about $cvna, $cacc, $kmx, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1216044611740717057/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1216044611740717057/c:line/m:interactions.svg)

- [--] Week [-----] -96%
- [--] Month [-------] +240%
- [--] Months [-------] +102%
- [--] Year [---------] -23%

### Mentions: [--] [#](/creator/twitter::1216044611740717057/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1216044611740717057/c:line/m:posts_active.svg)

- [--] Week [--] -83%
- [--] Month [--] -20%
- [--] Months [---] +30%
- [--] Year [---] -33%

### Followers: [-----] [#](/creator/twitter::1216044611740717057/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1216044611740717057/c:line/m:followers.svg)

- [--] Week [-----] -0.11%
- [--] Month [-----] +3.20%
- [--] Months [-----] +10%
- [--] Year [-----] +16%

### CreatorRank: [---------] [#](/creator/twitter::1216044611740717057/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1216044611740717057/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74% [finance](/list/finance)  35% [technology brands](/list/technology-brands)  6% [automotive brands](/list/automotive-brands)  6% [cryptocurrencies](/list/cryptocurrencies)  5% [countries](/list/countries)  2% [celebrities](/list/celebrities)  1% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[$cvna](/topic/$cvna) #71, [$cacc](/topic/$cacc) 19%, [$kmx](/topic/$kmx) 12%, [money](/topic/money) 7%, [ai](/topic/ai) 6%, [$tsla](/topic/$tsla) 6%, [cvna](/topic/cvna) 6%, [auto](/topic/auto) 4%, [ceo](/topic/ceo) 4%, [prime](/topic/prime) 3%

**Top accounts mentioned or mentioned by**
[@gothamresearch](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@indrastocks](/creator/undefined) [@dangill](/creator/undefined) [@carvana](/creator/undefined) [@peterahigh](/creator/undefined) [@ecommerceshares](/creator/undefined) [@psibirskiy](/creator/undefined) [@nw3](/creator/undefined) [@jasonxchartman](/creator/undefined) [@benitoz](/creator/undefined) [@openai](/creator/undefined) [@syzygycapital](/creator/undefined) [@kabraxfx](/creator/undefined) [@t4kebackamerica](/creator/undefined) [@gothamresearchs](/creator/undefined) [@muddywatersre](/creator/undefined) [@itskeysersose](/creator/undefined) [@hindenburgres](/creator/undefined) [@realjimchanos](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Credit Acceptance Corp (CACC)](/topic/$cacc) [CarMax, Inc (KMX)](/topic/$kmx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ally Financial, Inc. (ALLY)](/topic/$ally) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sunrun Inc (RUN)](/topic/$run) [Compound (COMP)](/topic/$comp) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [Hertz Network (HTZ)](/topic/$htz) [Microsoft Corp. (MSFT)](/topic/$msft) [AutoNation, Inc. (AN)](/topic/$an) [JPMorgan Chase (JPM)](/topic/$jpm) [NFT Worlds (WRLD)](/topic/$wrld) [Plug Power, Inc. (PLUG)](/topic/$plug) [Wormhole (W)](/topic/$w) [Enphase Energy Inc (ENPH)](/topic/$enph) [First Solar, Inc. (FSLR)](/topic/$fslr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"When $CVNA breaks the 200-Day moving average it's all downhill Watch $357"  
[X Link](https://x.com/anyuser/status/2019620189223154003)  2026-02-06T03:52Z [----] followers, [----] engagements


"$CVNA loans underwater Vehicle is worth less than the loan amount WOW. Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some"  
[X Link](https://x.com/anyuser/status/2019280385130262784)  2026-02-05T05:22Z [----] followers, 21.9K engagements


"2. Hyperscalers tapping debt markets; spending 100% of cash-flow. Not sustainable. [--]. GPU demand is mainly coming from Insolvent and Non-profits compagnies juiced up by VC unicorn valuations with fairy tale projections and path to profitability"  
[X Link](https://x.com/anyuser/status/2019989986284827012)  2026-02-07T04:21Z [----] followers, [---] engagements


"Good chart but missing the elephant in the room: = 100% of the Cars $CVNA sells are FINANCED by Junkana Retail Sales = Loans Amount $KMX is able to find cash buyers; buyers using financing from Banks Lenders. Junkana customers are NOT ABLE to buy anywhere else🚨🚨🚨 Carmax/Carvana control 3.5% of 38M total used car sales in the U.S. every year: And no other organization come close to their numbers. Look at these charts from auto finance expert Bill Ploog that compare dollars of used vehicle retail sales and loan originations for each https://t.co/MBbkXzpG4j Carmax/Carvana control 3.5% of 38M"  
[X Link](https://x.com/blue_chip1/status/2004340210084241760)  2025-12-25T23:55Z [----] followers, [----] engagements


"Interesting to see $KMX also finally selling their Non-Prime Securitization just like $CVNA $930M to be exact last quarter Wait What The Gain On Sale was ONLY $23M on $930M. = How is $CVNA making 3X more selling the same Garbage 🚨🚨🚨🤣"  
[X Link](https://x.com/blue_chip1/status/2004795931057660135)  2025-12-27T06:06Z [----] followers, 37.7K engagements


"Used Cars for SALE coming in softer in [----] (Below [--] [--] and [----] levels but above 2025). $CVNA $KMX"  
[X Link](https://x.com/blue_chip1/status/2013356794979197061)  2026-01-19T21:04Z [----] followers, [----] engagements


"Sub-Prime Used Auto Lender $WRLD SWINGS to a LOSS. $CVNA is cooking the books; pure and simple. Same loans same customers same risk same market"  
[X Link](https://x.com/blue_chip1/status/2016255360143917548)  2026-01-27T21:01Z [----] followers, 35.5K engagements


"Drive Time is a Negative Cash Flow Non-Profit. Let's think about it: The Chairman of $CVNA that has a Magic Sauce for Profits it not able to replicate the same recipe for his own Used Car retailer🚨🚨🚨 All you need to know"  
[X Link](https://x.com/blue_chip1/status/2016597318078959811)  2026-01-28T19:40Z [----] followers, [----] engagements


"@DanGill @Carvana @peterahigh Do you know where the profits are coming from Hint: Not from selling cars So the vertical integration is irrelevant. $CVNA"  
[X Link](https://x.com/blue_chip1/status/2018851953141514343)  2026-02-04T00:59Z [----] followers, [---] engagements


"Banks Not Seeing Demand for Auto Loans. Q4 collapsed. Note: mostly driven by new auto loans. $CVNA"  
[X Link](https://x.com/anyuser/status/2018852699425714385)  2026-02-04T01:02Z [----] followers, [----] engagements


"@danielnewmanUV What Selloff Are you delusional It's straight line up from the past [--] months 🚀🚀🚀 Can't handle a single -2% day LOL You should stick to lifting weights"  
[X Link](https://x.com/blue_chip1/status/2019155710815400378)  2026-02-04T21:06Z [----] followers, [---] engagements


"Brutal reality: $CVNA Underwater Collateral: The share of loans originated underwater went from 0% to 36% in [--] months. Average LTV climbed from 21% to 92%. The collateral backstop that protects ABS investors has nearly vanished. Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing""  
[X Link](https://x.com/anyuser/status/2019277357715190140)  2026-02-05T05:10Z [----] followers, [----] engagements


"If $CVNA 740+ FICO borrowers were genuinely low-risk prime customers they would never accept the rates Carvana charges. A borrower with a [---] FICO can walk into any bank and get an auto loan at 5-7% APR. They do not voluntarily pay 12-15% Because they are not low risk Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch Just published my forensic short thesis on $CVNA: "Carvana"  
[X Link](https://x.com/anyuser/status/2019279151438672177)  2026-02-05T05:17Z [----] followers, [----] engagements


"LOL. Fraud likes Fraud $CVNA Epstein buying 150k shares of $CVNA in [----]. https://t.co/ziDyQJirSZ Epstein buying 150k shares of $CVNA in [----]. https://t.co/ziDyQJirSZ"  
[X Link](https://x.com/anyuser/status/2019580726250000649)  2026-02-06T01:15Z [----] followers, [----] engagements


"Charge-Offs and Delinquencies slowly moving in the wrong direction. $ALLY $CACC Allys auto finance segment showed signs of pressure with pre-tax income falling to $372 million down $25 million from the same quarter last year"  
[X Link](https://x.com/blue_chip1/status/2014164069800960073)  2026-01-22T02:31Z [----] followers, [----] engagements


"@ecommerceshares The customers purchasing the Cloud Biz are mostly insolvent. Is that sustainable"  
[X Link](https://x.com/blue_chip1/status/2019993464612770138)  2026-02-07T04:35Z [----] followers, [---] engagements


"@danielnewmanUV Area man calculations: Spend Extra $40B/yr in CapEx in [----] to make $35B in extra Revenue YoY. LOL AI Econ [---]. [----] CapEx is $120B (so $50B more vs 2025); How much more Rev"  
[X Link](https://x.com/blue_chip1/status/2023131603690733823)  2026-02-15T20:25Z [----] followers, [--] engagements


"AI party coming to an end in theaters near you. Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r"  
[X Link](https://x.com/blue_chip1/status/2023185501092790583)  2026-02-15T23:59Z [----] followers, [---] engagements


"Everyone ready $SLV was just a warm up Bears Are An Endangered Species https://t.co/dSKLh6o3p3 Bears Are An Endangered Species https://t.co/dSKLh6o3p3"  
[X Link](https://x.com/blue_chip1/status/2018132121328730217)  2026-02-02T01:19Z [----] followers, [----] engagements


"I noticed almost every day - there is a reversal at exactly 10am. Does anyone know why Are there some options that start trading at 10am or some other significant event"  
[X Link](https://x.com/blue_chip1/status/2019070970305319304)  2026-02-04T15:30Z [----] followers, [----] engagements


"Reminder: Car prices "Appreciated" between Mid-2020 and Jan [----]. Car Buyers were actually making money on their car while using them This is why the underwater loans were close to 0%. $CVNA loans underwater Vehicle is worth less than the loan amount WOW. https://t.co/QvUH1PnrFe $CVNA loans underwater Vehicle is worth less than the loan amount WOW. https://t.co/QvUH1PnrFe"  
[X Link](https://x.com/blue_chip1/status/2019579276836892746)  2026-02-06T01:09Z [----] followers, [----] engagements


"Top [--] Reasons why AI is in a bubble: [--]. $NVDA re-selling Memory at 75% GM. (GPU cost is 80% HMB). How long can that go [--]. GPU Arbitrage: Buy to Rent does not work for fast depreciating assets. [--]. Circular Financing: major red flag"  
[X Link](https://x.com/anyuser/status/2019989985177530664)  2026-02-07T04:21Z [----] followers, [---] engagements


"BTW my DM's are a cesspool of shit. I don't even bother to read"  
[X Link](https://x.com/blue_chip1/status/2019994547779170563)  2026-02-07T04:40Z [----] followers, [---] engagements


"👇👇 Now re-calculate with the latest CapEx projections for [----] = This is going negative Mag7 stocks will re-rate to 15x PE Poof and its gone. https://t.co/Edc3b5DlAV Poof and its gone. https://t.co/Edc3b5DlAV"  
[X Link](https://x.com/blue_chip1/status/2022731276197990890)  2026-02-14T17:54Z [----] followers, [---] engagements


"$TSLA European sales in Free Fall. Add UK Poland Finland and the total lands around 7.6k for January Down -15% YoY"  
[X Link](https://x.com/blue_chip1/status/2019274960771154031)  2026-02-05T05:00Z [----] followers, [---] engagements


"Definition of a Bubble The chart below is featured in our piece "Best Charts of 2025" https://t.co/9Lcl9me0Te It illustrates the growing disconnect between Tech's share of total market cap and its share of total sales. Today Tech represents over 42% of total market cap yet accounts for less than https://t.co/AMdXQEkHzz The chart below is featured in our piece "Best Charts of 2025" https://t.co/9Lcl9me0Te It illustrates the growing disconnect between Tech's share of total market cap and its share of total sales. Today Tech represents over 42% of total market cap yet accounts for less than"  
[X Link](https://x.com/blue_chip1/status/2023185811194482988)  2026-02-16T00:01Z [----] followers, [---] engagements


"$PLUG Negative Gross Margins -25% $10B market cap and Burning $200M per Quarter from Operations. $3B cash left to BURN LOL"  
[X Link](https://x.com/blue_chip1/status/1523766998450118656)  2022-05-09T20:48Z [----] followers, [--] engagements


"$CVNA [----] Bonds hitting [--] cents on the $1. Bond market signaling BK"  
[X Link](https://x.com/blue_chip1/status/1581097846987579392)  2022-10-15T01:41Z [----] followers, [---] engagements


"$CVNA selling a used model Y for $64.5k; when you can get a new one for $60k. Makes perfect sense 🍿🍿🍿💣🤡🤡"  
[X Link](https://x.com/blue_chip1/status/1614298316929634306)  2023-01-14T16:28Z [----] followers, [----] engagements


"Reminder $W needs to settle $570M of maturities on Nov [--] [----]. These are not going to covert at $116"  
[X Link](https://x.com/blue_chip1/status/1617581820786401280)  2023-01-23T17:55Z [----] followers, 12.2K engagements


"And California is the biggest State by far in the US for Solar installations $FLSR $RUN $ENPH NET ENERGY METERING [---] STARTS ON APR [--] IN CA🚨 So what - CUTS the Utility Payment to the Homeowner for the Electricity produced by 75%🤦♂ Making Solar Un-Economical😂 - Everyone rushing to install now 🐂 - Orders will fall off a cliff after Q2🐻 RIP $RUN $FSLR $ENPH NET ENERGY METERING [---] STARTS ON APR [--] IN CA🚨 So what - CUTS the Utility Payment to the Homeowner for the Electricity produced by 75%🤦♂ Making Solar Un-Economical😂 - Everyone rushing to install now 🐂 - Orders will fall off a cliff"  
[X Link](https://x.com/blue_chip1/status/1631006388771233794)  2023-03-01T19:00Z [----] followers, [---] engagements


"Housing is in Trouble (including Commercial and Data centers) Rates are like Kryptonite RIP $ITN $DLR $Z $COMP $VON At mortgage applications for purchase drops to 28-year lows the divergence to New Home Sales grows. How is that possible Is it cash buyers as we saw post CV-19 or as I suspect errant seasonal adjustments and the fact that new sales don't reflect cancellations #stocks https://t.co/j5p68KNIGC At mortgage applications for purchase drops to 28-year lows the divergence to New Home Sales grows. How is that possible Is it cash buyers as we saw post CV-19 or as I suspect errant seasonal"  
[X Link](https://x.com/blue_chip1/status/1631369160633745408)  2023-03-02T19:01Z [----] followers, [---] engagements


"Still don't understand how can $CVNA sell a "Used" $TSLA Performance at $59k + Shipping. When a new one is $52.5k once back out the $7.5K tax credit. Can someone explain that to me"  
[X Link](https://x.com/blue_chip1/status/1638401299657142274)  2023-03-22T04:44Z [----] followers, 14.9K engagements


"$CVNA Website Visitors down almost 40% YoY Also Note Vehicles LISTED Online Down Almost 50% This is not a growth story - this is a life support situation"  
[X Link](https://x.com/blue_chip1/status/1681725598471970816)  2023-07-19T18:00Z [----] followers, 16.5K engagements


"$CVNA Daily Active Users and Downloads Collapsing in Oct Respectively Down -20% and -35% YoY That is what happens when you cut your marketing spend and reduce inventory"  
[X Link](https://x.com/blue_chip1/status/1726339158799691813)  2023-11-19T20:38Z [----] followers, [----] engagements


"@Psibirskiy Going to China via some disti in Singapore or Foxconn has established some tax free entity/disti in Singapore. Has to be an explanation"  
[X Link](https://x.com/blue_chip1/status/1727095873153516030)  2023-11-21T22:45Z [----] followers, [----] engagements


"$HTZ Hertz has [---] USED Tesla's to Dump $TSLA Shockingly prices are not that good"  
[X Link](https://x.com/blue_chip1/status/1744842647339196605)  2024-01-09T22:04Z [----] followers, 17K engagements


"LOL. $CVNA - cutting the corners to improve profitability Selling stolen cars I bet they acquired it on the cheap For some reason this Does not happen anywhere else (or very very rarely)"  
[X Link](https://x.com/blue_chip1/status/1768345750260584728)  2024-03-14T18:37Z [----] followers, 44.6K engagements


"$HTZ Hertz now listing $TSLA cars on Junkana $CVNA Same VIN. same price"  
[X Link](https://x.com/blue_chip1/status/1779616164127355074)  2024-04-14T21:02Z [----] followers, [----] engagements


"Why is $TSLA investing so much in Plants & Tooling when they ALREADY have so much CAPACITY and falling/flat volume"  
[X Link](https://x.com/blue_chip1/status/1783524101036134527)  2024-04-25T15:50Z [----] followers, 14.6K engagements


"Well $CVNA just lost $15M on their warrants That was quick. $CVNA made a $144M profit on Selling Securitization. $1565 of GPU right there Selling sub-prime junk. who is holding the bag https://t.co/vvF2XABi6S $CVNA made a $144M profit on Selling Securitization. $1565 of GPU right there Selling sub-prime junk. who is holding the bag https://t.co/vvF2XABi6S"  
[X Link](https://x.com/blue_chip1/status/1786055797690241421)  2024-05-02T15:31Z [----] followers, 10.9K engagements


"Some notes on Junkana Q1. Makes no sense this is a $24B company - even with all the improvements. $CVNA Used car space is ultra competitive and low margin"  
[X Link](https://x.com/blue_chip1/status/1790441531616424309)  2024-05-14T17:58Z [----] followers, [----] engagements


"Again. and again. over and over. Groundhog Day $CVNA Garcia cashes out another $14M I must be dreaming. I am LIVING GROUNDHOG DAY - Main Actor is PAPA Garcia Let's Go MOOOAR $CVNA $CVNAQ Another $15M Dump🎯🎯🎯 Again and again. JPow +2% please we truly need to get rid of this fleecing of American shareholders 🚨 https://t.co/le6lYfSaFn I must be dreaming. I am LIVING GROUNDHOG DAY - Main Actor is PAPA Garcia Let's Go MOOOAR $CVNA $CVNAQ Another $15M Dump🎯🎯🎯 Again and again. JPow +2% please we truly need to get rid of this fleecing of American shareholders 🚨 https://t.co/le6lYfSaFn"  
[X Link](https://x.com/blue_chip1/status/1790497078608818264)  2024-05-14T21:39Z [----] followers, 20K engagements


". and they are NOT yet done SELLING $CVNA Carvana Father-Son Duo Cashed Out $147 Million on Stock Rebound https://t.co/LEwnR5glE9 https://t.co/2sSHUJjt7i Carvana Father-Son Duo Cashed Out $147 Million on Stock Rebound https://t.co/LEwnR5glE9 https://t.co/2sSHUJjt7i"  
[X Link](https://x.com/blue_chip1/status/1798023395738882229)  2024-06-04T16:05Z [----] followers, 10.6K engagements


"Clockwork Every [--] days - SELL $15M Company never made a profit. Burned $10B shareholder money. $CVNA . and they are NOT yet done SELLING $CVNA https://t.co/bgRPdN7WjT . and they are NOT yet done SELLING $CVNA https://t.co/bgRPdN7WjT"  
[X Link](https://x.com/blue_chip1/status/1798100377293955444)  2024-06-04T21:11Z [----] followers, 23K engagements


"Congrats to $CVNA - they managed to make a MICROSCOPIC $18M profit. make it $40M because of the $22M loss on Root. Now they are profitable 👏 $0.15 annualizes to $0.60 [---] P/E if anyone is counting"  
[X Link](https://x.com/blue_chip1/status/1818798996942643479)  2024-08-01T00:00Z [----] followers, [----] engagements


"$CVNA GRIFT Part 2: Benjamin Huston planning to Dump: $150M CEO Ernie dumping [--] MILLION Shares for a COOOOOOOL: $250M in [----]. $CVNA Grift Continues: Tom Taira planning to dump $35M Daniel Gill planning to dump $130M https://t.co/P0jpKRnByy $CVNA Grift Continues: Tom Taira planning to dump $35M Daniel Gill planning to dump $130M https://t.co/P0jpKRnByy"  
[X Link](https://x.com/blue_chip1/status/1892385890363699422)  2025-02-20T01:28Z [----] followers, [----] engagements


"💣💣💣 Woo Hah. Papa Garcia Needs Money Subsidize the loses on the subprime Loans - Here comes a $1B DUMP WOW Yes Another $1B Coming up 🚨🚨🚨"  
[X Link](https://x.com/blue_chip1/status/1921250063667401166)  2025-05-10T17:04Z [----] followers, [----] engagements


"Quick SCORE CARD with [--] months to go on my Conviction SHORTS Oct [--] to Now $NOVAQ: -99.9%🍾 $LWLG: -50% 👏 $RUN: -40% 👏 $LUMN: -33% 👏 $ABR: -26% 👏 $CAVA: -25% 👏 $COMP: +7% $RIVN: +21% $RIOT: +67% 🤮 $CVNA: +95% 🤮 $CRDO: +218% 🤦♂ Not bad considering MARKET is at ATH💪 New Top Conviction Shorts with [--] Yr time frame: [--]. $NOVA and/or $RUN [--]. $LUMN [--]. $RIOT [--]. $LWLG [--]. $COMP [--]. $CAVA [--]. $ABR [--]. $CRDO [--]. $RIVN [--]. $CVNA Obviously Short Thesis on Each: New Top Conviction Shorts with [--] Yr time frame: [--]. $NOVA and/or $RUN [--]. $LUMN [--]. $RIOT [--]. $LWLG [--]. $COMP [--]. $CAVA [--]. $ABR [--]. $CRDO [--]. $RIVN 10."  
[X Link](https://x.com/blue_chip1/status/1944189724752593342)  2025-07-13T00:18Z [----] followers, [----] engagements


"$CACC big deterioration in forecasted Auto Loan collections. Weird that only $CVNA in not affected Can anyone explain"  
[X Link](https://x.com/blue_chip1/status/1951505562681876760)  2025-08-02T04:49Z [----] followers, [----] engagements


"Sub-Prime Auto Lenders like $CACC pulling back on new loans If you need a Car and can't afford one where do you go You call $CVNA No wonder the business is booming Until the borrowers stop paying"  
[X Link](https://x.com/blue_chip1/status/1952117270899216715)  2025-08-03T21:20Z [----] followers, [----] engagements


"Wait What Are you telling me Azure is growing because of Traditional Compute and Office [---] PRICE INCREASES OpenAI alone is juicing the AI results If true this is not going to end well. $MSFT Interesting observation on $MSFT "A large chunk of the recent strong growth in Microsofts cloud business called Azure stems from that. More than half of Azures 33% revenue jump in the companys March quarter came from non-AI services. While the company didnt give a https://t.co/EwZB3LiyCP Interesting observation on $MSFT "A large chunk of the recent strong growth in Microsofts cloud business called Azure"  
[X Link](https://x.com/blue_chip1/status/1952136135079313797)  2025-08-03T22:34Z [----] followers, [----] engagements


"Not good. first credit then defaults $CVNA $CACC"  
[X Link](https://x.com/blue_chip1/status/1972404946684535261)  2025-09-28T20:55Z [----] followers, [----] engagements


"Another victim. $CVNA $CACC Auto-Parts Supplier First Brands Files for Bankruptcy https://t.co/U2kfOB5UkN Auto-Parts Supplier First Brands Files for Bankruptcy https://t.co/U2kfOB5UkN"  
[X Link](https://x.com/blue_chip1/status/1972828322284642516)  2025-09-30T00:58Z [----] followers, [----] engagements


"2025 New Top [--] Conviction shorts with 1yr target time frame: [--]. $LWLG [--]. $AEVA [--]. $JOBY [--]. $OKLO [--]. $MSTR [--]. $IONQ [--]. $AI [--]. $CRWV [--]. $AUR [--]. $CVNA Short Thesis on each:"  
[X Link](https://x.com/anyuser/status/1973162828786966945)  2025-09-30T23:07Z [----] followers, 11.2K engagements


"Used Cars continue to lose Value relative to their original MRSP. Still above Trend however. $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1974608020677222548)  2025-10-04T22:50Z [----] followers, [---] engagements


"Entering [----] equivalent impact zone. We are for sure heading 4%. Beware $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1974608347900088600)  2025-10-04T22:51Z [----] followers, [----] engagements


"Delinquencies Much Higher (relative to Defaults)🚨 Why Lenders simply not willing to recognize Defaults Willing to Extend and Pretend $CVNA $CACC $KMC Entering [----] equivalent impact zone. We are for sure heading 4%. Beware $CVNA $KMX $CACC https://t.co/bonoSjCAPc Entering [----] equivalent impact zone. We are for sure heading 4%. Beware $CVNA $KMX $CACC https://t.co/bonoSjCAPc"  
[X Link](https://x.com/blue_chip1/status/1974608941834518871)  2025-10-04T22:53Z [----] followers, [----] engagements


"Repos Exploding But Pandemic helped to retain values. hence reducing loses. Not for long And data stops in [----]. $CVNA $KMX $CACC Delinquencies Much Higher (relative to Defaults)🚨 Why Lenders simply not willing to recognize Defaults Willing to Extend and Pretend $CVNA $CACC $KMC https://t.co/eTXcQIGUy5 Delinquencies Much Higher (relative to Defaults)🚨 Why Lenders simply not willing to recognize Defaults Willing to Extend and Pretend $CVNA $CACC $KMC https://t.co/eTXcQIGUy5"  
[X Link](https://x.com/blue_chip1/status/1974609544312652145)  2025-10-04T22:56Z [----] followers, [----] engagements


"Keeps raining headlines like this every day now No way this subprime auto ponzi keeps going for much longer: $CVNA $CACC"  
[X Link](https://x.com/blue_chip1/status/1980122900205330452)  2025-10-20T04:04Z [----] followers, [----] engagements


"OH. Sales Slow amid high inventories You don't say. $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1980126823829930434)  2025-10-20T04:19Z [----] followers, [----] engagements


"Some Subprime auto loan data. Higher YoY but not yet exploding. $CVNA $CACC $KMX"  
[X Link](https://x.com/blue_chip1/status/1982657507958096284)  2025-10-27T03:56Z [----] followers, [----] engagements


"Spreads slowing increasing $CVNA $KMX $CACC Some Subprime auto loan data. Higher YoY but not yet exploding. $CVNA $CACC $KMX https://t.co/RsI26nbEat Some Subprime auto loan data. Higher YoY but not yet exploding. $CVNA $CACC $KMX https://t.co/RsI26nbEat"  
[X Link](https://x.com/blue_chip1/status/1982658912429195297)  2025-10-27T04:01Z [----] followers, [----] engagements


"$CACC CEO Ken Booth to retire How convenient timing. trying to avoid jail time You normally announce retirements after earnings"  
[X Link](https://x.com/blue_chip1/status/1983738418514514225)  2025-10-30T03:31Z [----] followers, [----] engagements


"Quick Take on $CVNA. Numbers Ok overall to be fair but some red flags showing up. Grift continues on the opaque ABS magical money machine 🪄🪄🪄 Very expensive stock considering weakening used auto environment 🚨"  
[X Link](https://x.com/blue_chip1/status/1983756391342076052)  2025-10-30T04:42Z [----] followers, [----] engagements


"Any news $CACC Someone running for the exit"  
[X Link](https://x.com/blue_chip1/status/1986626013703643575)  2025-11-07T02:45Z [----] followers, [----] engagements


"The Problem - the Gig Economy Scam: ". while she drives for Amazon Flex to make a little bit of money. Still she estimates she makes only about $100 a day which isnt enough for all of her bills." Im usually about [--] days late. $CVNA $CACC $KMX Car Loan Delinquencies Hit Record for Riskiest Borrowers - Bloomberg https://t.co/1591GoPO30 https://t.co/wrUcpXroM2 Car Loan Delinquencies Hit Record for Riskiest Borrowers - Bloomberg https://t.co/1591GoPO30 https://t.co/wrUcpXroM2"  
[X Link](https://x.com/blue_chip1/status/1988846396363981245)  2025-11-13T05:48Z [----] followers, [----] engagements


"Reality reminder. $CVNA Even before considering our findings $CVNA is exorbitantly valued trading at an 845% higher sales multiple relative to online car peers CarMax & AutoNation and a 754% forward earnings premium. $CVNA has $4.8 billion in net debt and is junk-rated by ratings agencies. (6/x) https://t.co/9E8QDWxZF5 Even before considering our findings $CVNA is exorbitantly valued trading at an 845% higher sales multiple relative to online car peers CarMax & AutoNation and a 754% forward earnings premium. $CVNA has $4.8 billion in net debt and is junk-rated by ratings agencies. (6/x)"  
[X Link](https://x.com/blue_chip1/status/1989899581992411637)  2025-11-16T03:33Z [----] followers, [----] engagements


"$CVNA More details: ECNL (estimated Loses): up 0.10% meaning rating agency sees more risk vs P3. Series issued in [----] have demonstrated stronger performance overall including lower gross losses and higher recoveries but performance in recent months has weakened 🚨 $CVNA 2025-P4 Details: ✅ Before the ABS was priced. Analysts estimated the deal would generate 6.81% per yr of excess spread ❗ After pricing. The realized excess spread dropped to 5.49% per yr. ➜ The deal ended up less profitable (lower cushion) than initially expected https://t.co/h8KYxqd8iy $CVNA 2025-P4 Details: ✅ Before the ABS"  
[X Link](https://x.com/blue_chip1/status/1990968858472239123)  2025-11-19T02:22Z [----] followers, [----] engagements


"@nw3 Yes - I am just saying why them and not someone else"  
[X Link](https://x.com/blue_chip1/status/1997418756675690686)  2025-12-06T21:31Z [----] followers, [--] engagements


"@JasonXCHartman Should be valued as a new car dealership $AN $LAD"  
[X Link](https://x.com/blue_chip1/status/2000687181875106298)  2025-12-15T21:59Z [----] followers, [---] engagements


"Incredible pricing power from $TSM QoQ: Rev up +1.9% Wafer units down: -3% Here is the problem (no one is talking about): [--]. Big cost increase for everyone: $AVGO $MRVL $AAPL $QCOM $AMD $NVDA [--]. 7nm wafers (used everywhere); tells you the economy is weakening"  
[X Link](https://x.com/blue_chip1/status/2011936923128877473)  2026-01-15T23:01Z [----] followers, [---] engagements


"Used Auto Volume was decently strong in Dec. Against historical seasonal trends. $CVNA $KMX"  
[X Link](https://x.com/blue_chip1/status/2013356283827757092)  2026-01-19T21:01Z [----] followers, [---] engagements


"EV lease maturities going to double in [----]. Going to be raining Used EVs for sale $CVNA $KMC $CACC $TSLA"  
[X Link](https://x.com/blue_chip1/status/2013357627606999155)  2026-01-19T21:07Z [----] followers, [----] engagements


"Everyone pulling back on Subprime Auto Loans. Except $CVNA of course"  
[X Link](https://x.com/blue_chip1/status/2013358134233096583)  2026-01-19T21:09Z [----] followers, [----] engagements


"The Automotive Sub-Prime Ponzi: Just keep rolling your under-water car loans. What can possibly go wrong $CVNA $CACC https://www.cnbc.com/2026/01/15/underwater-car-trade-ins.html https://www.cnbc.com/2026/01/15/underwater-car-trade-ins.html"  
[X Link](https://x.com/blue_chip1/status/2013358493349093609)  2026-01-19T21:10Z [----] followers, [----] engagements


"@benitoz @OpenAI Not Scalable because compute per GW is not falling in price. will never make money at this rate"  
[X Link](https://x.com/blue_chip1/status/2013445235955699817)  2026-01-20T02:55Z [----] followers, [---] engagements


"Worth watching. $CVNA And.there it is. $CVNA is required to hand over files responsive to the [----] SEC investigation to plaintiffs and must produce Garcia Jr - Sr comms and Trust docs. All by this Friday January [--]. Grant Thornton $ALLY and lenders are no doubt watching closely. https://t.co/RICr5KF9ug And.there it is. $CVNA is required to hand over files responsive to the [----] SEC investigation to plaintiffs and must produce Garcia Jr - Sr comms and Trust docs. All by this Friday January [--]. Grant Thornton $ALLY and lenders are no doubt watching closely. https://t.co/RICr5KF9ug"  
[X Link](https://x.com/blue_chip1/status/2013451490078122302)  2026-01-20T03:20Z [----] followers, [----] engagements


"@syzygycapital Auto loans are just a part of the overall business. ALLY is not just car lending company"  
[X Link](https://x.com/blue_chip1/status/2014812330463539419)  2026-01-23T21:27Z [----] followers, [--] engagements


"Must be fake news. Everyone is approved at $CVNA U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 https://t.co/eGVthWpyRJ U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 https://t.co/eGVthWpyRJ"  
[X Link](https://x.com/blue_chip1/status/2015944308713762876)  2026-01-27T00:25Z [----] followers, [----] engagements


"In case anyone is tracking:) Opened Trading Tactical Short Position in $SPOT on Friday. - Chart SIMPLY looks terrible 🚨 - [--] P/E and high expectation for EPS growth in [--] - Revenue Growth Slowing Down - Intense competition (Amazon Apple Youtube etc) - Dependence on 2rd party content (Music) - AI risk https://t.co/PabizcwQ6y Opened Trading Tactical Short Position in $SPOT on Friday. - Chart SIMPLY looks terrible 🚨 - [--] P/E and high expectation for EPS growth in [--] - Revenue Growth Slowing Down - Intense competition (Amazon Apple Youtube etc) - Dependence on 2rd party content (Music) - AI"  
[X Link](https://x.com/blue_chip1/status/2015961768695365718)  2026-01-27T01:35Z [----] followers, [----] engagements


"Upgrade with reduced estimates - what a time to be alive $CVNA $JPM raising $CVNA target but cutting estimates ahead of earnings with stock at the all time highs.sellside [---] https://t.co/QjkUnanuKj $JPM raising $CVNA target but cutting estimates ahead of earnings with stock at the all time highs.sellside [---] https://t.co/QjkUnanuKj"  
[X Link](https://x.com/blue_chip1/status/2016569772876644691)  2026-01-28T17:51Z [----] followers, [----] engagements


"$1B Fraud: $CVNA https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts"  
[X Link](https://x.com/blue_chip1/status/2016570564719321155)  2026-01-28T17:54Z [----] followers, 110K engagements


"GAME OVER: Fraud has Been Exposed: DriveTime eating Loses to Enable $CVNA Gains. $1B Fraud: $CVNA https://t.co/wExhTomomR $1B Fraud: $CVNA https://t.co/wExhTomomR"  
[X Link](https://x.com/blue_chip1/status/2016573472005345423)  2026-01-28T18:05Z [----] followers, 109.4K engagements


"@KabraxFX @T4keBackAmerica LOL. you are right they did not have Ernie text message instructing his CFO to overpay for the ABS. My Bad"  
[X Link](https://x.com/blue_chip1/status/2016673634274996724)  2026-01-29T00:43Z [----] followers, [---] engagements


"🚨🚨👇 S&P500 Company $CVNA Let that sink in. @IndraStocks It is not necessarily fraud to sell loans to affiliates at uneconomic prices to the buyer if proper disclosures are made. But given the materiality of the gains (99% of LTM PBT) in this case the unwillingness to disclose details can certainly be questioned. $CVNA @IndraStocks It is not necessarily fraud to sell loans to affiliates at uneconomic prices to the buyer if proper disclosures are made. But given the materiality of the gains (99% of LTM PBT) in this case the unwillingness to disclose details can certainly be questioned. $CVNA"  
[X Link](https://x.com/blue_chip1/status/2016761377717965039)  2026-01-29T06:32Z [----] followers, [----] engagements


"Brandolini's Law. Oh Yes. $CVNA How about the magic sauce How about explaining how that works when do one else in the industry (Not even the DriveTime) is able to produce such spectacular margins dumping sub-prime loans without FICO scores $JPM is out with their response to @GothamResearch's $CVNA short report I just started making my way through it- it's quite long so at least they put some effor into it but basically they disagree with the report in its entirety and don't see DT propping up $CVNA. $CVNA https://t.co/XdsHjFfKZ8 $JPM is out with their response to @GothamResearch's $CVNA short"  
[X Link](https://x.com/blue_chip1/status/2016910168169336971)  2026-01-29T16:23Z [----] followers, [----] engagements


"Oh yes Once Upon a Time there was some minimum accountability. Now the Analyst will just cover another sector. For those pointing to sell side analysts defending $CVNA against a short report note that this is par for the course. For example when the @muddywatersre short report on Sino-Forest was released one analyst fiercely defended the company and called the report a "pile of crap" https://t.co/Rc4oiNsS44 For those pointing to sell side analysts defending $CVNA against a short report note that this is par for the course. For example when the @muddywatersre short report on Sino-Forest was"  
[X Link](https://x.com/blue_chip1/status/2016946814310895805)  2026-01-29T18:49Z [----] followers, [----] engagements


"@danielnewmanUV Except you are not paying the same $/hr for Frontier use case vs End of life use case Yet the depreciation is linear Perhaps good time to finally sign up for ECON 101"  
[X Link](https://x.com/blue_chip1/status/2017002635992424523)  2026-01-29T22:31Z [----] followers, [---] engagements


"@itskeysersose They are not shareholders; they are degenerate gamblers"  
[X Link](https://x.com/blue_chip1/status/2017003337812783284)  2026-01-29T22:34Z [----] followers, [--] engagements


"$CACC going all in on Share Repurchase. 2X previous quarter. Hard to short with such a strong support"  
[X Link](https://x.com/blue_chip1/status/2017055781397614687)  2026-01-30T02:02Z [----] followers, [---] engagements


"Became CEO of both DT and BridgeCrest at the same time. Very Suspicious. $CVNA @GothamResearch @HindenburgRes @RealJimChanos Got more curious after seeing her picture. https://t.co/0jXIICQy8Y @GothamResearch @HindenburgRes @RealJimChanos Got more curious after seeing her picture. https://t.co/0jXIICQy8Y"  
[X Link](https://x.com/blue_chip1/status/2017071458196083122)  2026-01-30T03:04Z [----] followers, 34.2K engagements


"Gets even more bizarre. CEO of all Garcia Compagnies: GOFI SilverCrest DriveTime and BridgeCrest. Who is Mary @GothamResearch $CVNA"  
[X Link](https://x.com/blue_chip1/status/2017072749957783712)  2026-01-30T03:09Z [----] followers, [----] engagements


"@mr_Benny_Chan @GothamResearch @WellsFargo Could very well be Wells involved here"  
[X Link](https://x.com/blue_chip1/status/2017080309117047143)  2026-01-30T03:39Z [----] followers, [---] engagements


"@IndraStocks @Bprew7 False"  
[X Link](https://x.com/blue_chip1/status/2017108967131136247)  2026-01-30T05:33Z [----] followers, [---] engagements


"@IndraStocks Same company same management. why does One make Money and the other ones loses money Simple question"  
[X Link](https://x.com/blue_chip1/status/2017109290516173252)  2026-01-30T05:35Z [----] followers, [--] engagements


"@danielnewmanUV Take a HELOC on your house - Go All In Opportunity of a life time. Don't go small"  
[X Link](https://x.com/blue_chip1/status/2017800615486001306)  2026-02-01T03:22Z [----] followers, [---] engagements


"@SAMUELL29882996 @DanGill @Carvana @peterahigh Yep. the magic"  
[X Link](https://x.com/blue_chip1/status/2018922896371138679)  2026-02-04T05:41Z [----] followers, [--] engagements


"@StockSavvyShay Why do you think $MSFT is spending so little basically half of its [--] competitors"  
[X Link](https://x.com/blue_chip1/status/2019990794187464743)  2026-02-07T04:25Z [----] followers, [---] engagements


"Oh Oh. Looks like $CVNA short interest is turning the corner First up-tick in a long time"  
[X Link](https://x.com/anyuser/status/1843446583486230823)  2024-10-08T00:21Z [----] followers, [----] engagements

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