# ![@fedwashreserve Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1333307156578316288.png) @fedwashreserve fedwashreserve

fedwashreserve posts on X about $cvna, $uber, $fico, $chtr the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1333307156578316288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1333307156578316288/c:line/m:interactions.svg)

- [--] Week [-----] +1,192%
- [--] Month [-----] +609%
- [--] Months [------] +53%
- [--] Year [------] +709%

### Mentions: [--] [#](/creator/twitter::1333307156578316288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1333307156578316288/c:line/m:posts_active.svg)

- [--] Week [--] +140%
- [--] Month [--] +62%
- [--] Months [--] -9.70%
- [--] Year [---] +261%

### Followers: [---] [#](/creator/twitter::1333307156578316288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1333307156578316288/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +0.77%
- [--] Months [---] +2.80%
- [--] Year [---] +162%

### CreatorRank: [---------] [#](/creator/twitter::1333307156578316288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1333307156578316288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands)  [gaming](/list/gaming) 

**Social topic influence**
[$cvna](/topic/$cvna), [$uber](/topic/$uber), [$fico](/topic/$fico), [$chtr](/topic/$chtr), [$para](/topic/$para), [$wbd](/topic/$wbd), [$kmx](/topic/$kmx), [$oxy](/topic/$oxy), [$pgr](/topic/$pgr), [lyft](/topic/lyft)

**Top accounts mentioned or mentioned by**
[@skiguy1818](/creator/undefined) [@accruedint](/creator/undefined) [@bichonredux](/creator/undefined) [@blondesnmoney](/creator/undefined) [@masasoncap](/creator/undefined) [@indrastocks](/creator/undefined) [@brentetrader](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@acpotango](/creator/undefined) [@brentericson](/creator/undefined) [@stevebrubaker](/creator/undefined) [@sleepysolcap](/creator/undefined) [@inatailhedged](/creator/undefined) [@equitybrian](/creator/undefined) [@billackman](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@andycyau](/creator/undefined) [@apazyryk](/creator/undefined) [@johndoeknowsguy](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Charter Communications Inc (CHTR)](/topic/$chtr) [Paramount Global (PARA)](/topic/$para) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [CarMax, Inc (KMX)](/topic/$kmx) [Oxygen (OXY)](/topic/$oxy) [Progressive Corp (PGR)](/topic/$pgr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [The Root Network (ROOT)](/topic/$root) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Crocs, Inc. (CROX)](/topic/$crox) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Dash (DASH)](/topic/$dash) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Philip Morris International Inc. (PM)](/topic/$pm) [Partisia Blockchain (MPC)](/topic/$mpc) [GE Vernova Inc. (GEV)](/topic/$gev) [AutoNation, Inc. (AN)](/topic/$an) [Roblox Corp. (RBLX)](/topic/$rblx) [SPDR GOLD ETF (GLD)](/topic/$gld) [Autozone Inc (AZO)](/topic/$azo) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Limitus (LMT)](/topic/$lmt) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Netflix Inc (NFLX)](/topic/$nflx) [TotalEnergies SE (TTE)](/topic/$tte) [PolkaBridge (PBR)](/topic/$pbr) [DISH Network Corp (DISH)](/topic/$dish) [PepsiCo, Inc. (PEP)](/topic/$pep) [Buttcoin (BUTTCOIN)](/topic/butt) [Booking Holdings Inc (BKNG)](/topic/bkng) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [General Electric Company (GE)](/topic/$ge) [AppLovin Corporation (APP)](/topic/$app) [Toyota Motor Corporation (TM)](/topic/$tm) [GM (GM)](/topic/$gm) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Caught in 4K (4K)](/topic/$4k) [DoorDash Inc. (DASH)](/topic/doordash)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TradersCom Its the same"  
[X Link](https://x.com/fedwashreserve/status/1568354191529201666)  2022-09-09T21:42Z [---] followers, [--] engagements


"@endless_frank @farmcapital_ I agree. Theres better shitcos out there. You just have to let it play out. This past period of hubris short sold (not PUTs) $AMC/50s $CVNA $DASH 200s. Margin fees are a lot higher now that the Fed has risen rates"  
[X Link](https://x.com/fedwashreserve/status/1584915105157988353)  2022-10-25T14:29Z [---] followers, [--] engagements


"@StockMarketNerd $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1676725555914260480)  2023-07-05T22:51Z [--] followers, [--] engagements


"@Sleepysolcap Thoughts on $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1683816204442513408)  2023-07-25T12:27Z [--] followers, [--] engagements


"@InaTailHedged @ExpectedValues @benbakhshi Thoughts on $lumn Earning today"  
[X Link](https://x.com/fedwashreserve/status/1686471305019719683)  2023-08-01T20:17Z [--] followers, [---] engagements


"@InaTailHedged Do not know enough about French geopolitics. $TTE price seems cheap (but why). $PBR has been growing on me for the right price. But then why go into foreign equities when can just go long an American/CAD shitco like $ovv"  
[X Link](https://x.com/fedwashreserve/status/1688560747230494720)  2023-08-07T14:40Z [---] followers, [---] engagements


"@StockMarketNerd $PM"  
[X Link](https://x.com/fedwashreserve/status/1690338482474901505)  2023-08-12T12:24Z [--] followers, [--] engagements


"@EquityBrian What about $PARA SOTP"  
[X Link](https://x.com/fedwashreserve/status/1711804352900255915)  2023-10-10T18:02Z [--] followers, [---] engagements


"@AnansiStocks $PARA"  
[X Link](https://x.com/fedwashreserve/status/1737942364445151629)  2023-12-21T21:05Z [--] followers, [---] engagements


"@compound248 Dont think anyone anticipated Netflix to acquire $PARA linear assets"  
[X Link](https://x.com/fedwashreserve/status/1749908813015077305)  2024-01-23T21:35Z [--] followers, [---] engagements


"@compound248 @The_Corp_Raider Get Shari out"  
[X Link](https://x.com/fedwashreserve/status/1750302113123754088)  2024-01-24T23:38Z [--] followers, [--] engagements


"@StockMarketNerd Is a SBB really strengthening its balance sheet if you are using the companys cash to retire float"  
[X Link](https://x.com/fedwashreserve/status/1757792511496474960)  2024-02-14T15:42Z [--] followers, [---] engagements


"@MarioGabelli $PARA"  
[X Link](https://x.com/fedwashreserve/status/1776206131519529135)  2024-04-05T11:11Z [---] followers, [---] engagements


"@Slim_Saidi_ @ArielInvests @Vanguard_Group @jtoonkel @BenMullin @MarioGabelli @BlackRock Link to article please"  
[X Link](https://x.com/fedwashreserve/status/1778489366937043450)  2024-04-11T18:24Z [---] followers, [--] engagements


"@quant_arb First"  
[X Link](https://x.com/fedwashreserve/status/1784553101959000290)  2024-04-28T11:59Z [---] followers, [--] engagements


"@flankspeed_ @jtoonkel @WSJ Its because he owns B shares as compensation and gets a $100m payday if $para gets bought out. Bakish is self interested which simply in this case aligns with the shareholders"  
[X Link](https://x.com/fedwashreserve/status/1784744300728787266)  2024-04-29T00:39Z [---] followers, [---] engagements


"@bp22 $PARA"  
[X Link](https://x.com/fedwashreserve/status/1786858523340554515)  2024-05-04T20:40Z [---] followers, [---] engagements


"@MasaSonCap Who will fall first $DISH $LUMN or $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1788217250589048874)  2024-05-08T14:39Z [---] followers, [---] engagements


"@BichonRedux $PARA"  
[X Link](https://x.com/fedwashreserve/status/1789044463035088904)  2024-05-10T21:26Z [---] followers, [--] engagements


"@BichonRedux @davidfaber Chances on $WBD buying CBS from Sony/Apollo if $PARA gets sold"  
[X Link](https://x.com/fedwashreserve/status/1792965451083104409)  2024-05-21T17:07Z [---] followers, [---] engagements


"@IBuyCheapNPray $WBD"  
[X Link](https://x.com/fedwashreserve/status/1796229984954237252)  2024-05-30T17:19Z [---] followers, [---] engagements


"@BichonRedux In the end Bob Bakish (ex ceo) walks away w/ 50m sevvy. DE is rolling up his shitco into para and receiving bil or so in free equity (paid by b shs). SD walks away with $2b the amt she invested before the horrible merger. And b shareholders walk out w/ a -80% 10y return 😂"  
[X Link](https://x.com/fedwashreserve/status/1797642956356329968)  2024-06-03T14:54Z [---] followers, [---] engagements


"@StockJabber $PARA"  
[X Link](https://x.com/fedwashreserve/status/1798422304982180236)  2024-06-05T18:31Z [---] followers, [--] engagements


"If $para splits up and sells its studio. They can pay off all their debts (12-14b). Then cbs (includes the nfl contract) + showtime + bet + all other linear net worths are worth 7b (Current market cap). Plus you get para+ for free. The issue is SOTP plays rarely play out"  
[X Link](https://x.com/fedwashreserve/status/1803082722501369895)  2024-06-18T15:09Z [---] followers, [---] engagements


"@wallstmemes $Para v $nflx @MasaSonCap"  
[X Link](https://x.com/fedwashreserve/status/1803434568252363075)  2024-06-19T14:28Z [---] followers, [--] engagements


"@ValueStockGeek Thoughts on $PM"  
[X Link](https://x.com/fedwashreserve/status/1808832019893256306)  2024-07-04T11:55Z [---] followers, [---] engagements


"@Sleepysolcap @SkiGuy1818 The issue with SD merger synergies and savings is they are overtly opportunistic and fugzai just like $WBD s were. $PARA"  
[X Link](https://x.com/fedwashreserve/status/1810708612886470826)  2024-07-09T16:12Z [---] followers, [---] engagements


"@MasaSonCap 2.4x leverage after restructuring and equity holders wiped to 0"  
[X Link](https://x.com/fedwashreserve/status/1810787281126707581)  2024-07-09T21:25Z [---] followers, [--] engagements


"@BichonRedux $WBD"  
[X Link](https://x.com/fedwashreserve/status/1813276433890070678)  2024-07-16T18:16Z [---] followers, [---] engagements


"@david_katunaric @SkiGuy1818"  
[X Link](https://x.com/fedwashreserve/status/1816500538764104142)  2024-07-25T15:47Z [---] followers, [---] engagements


"@MasaSonCap $PARA next"  
[X Link](https://x.com/fedwashreserve/status/1818297625059156108)  2024-07-30T14:48Z [---] followers, [--] engagements


"@BluthCapital Now do $WBD after they delever . Also $MO volumes will decline faster after IQOS enters the US"  
[X Link](https://x.com/fedwashreserve/status/1818807858290368958)  2024-08-01T00:35Z [---] followers, [---] engagements


"@MasaSonCap $WBD I need an audit to make sure Zas isnt overemployed at intel"  
[X Link](https://x.com/fedwashreserve/status/1819128228595827102)  2024-08-01T21:49Z [---] followers, [--] engagements


"@HiddenValueGems $WBD - The year is [----]. The stock is trading at $3. Zas continues to say trust me bro and ups his fair value to $30. He continues to collect his $50m/pay while investors are left with a 1/20th bagger"  
[X Link](https://x.com/fedwashreserve/status/1820822757333999781)  2024-08-06T14:02Z [---] followers, [---] engagements


"@SkiGuy1818 Cmon man Do you really believe said Tatiana Logan has $50b USD in some Russia bank account AND wants paramount. The last hope is Apple and if they were interested they wouldve bought $para by now. Its going to slydance"  
[X Link](https://x.com/fedwashreserve/status/1820864412678291538)  2024-08-06T16:48Z [---] followers, [---] engagements


"@marginofdanger @OddDiligence @BillAckman Ask $PARA"  
[X Link](https://x.com/fedwashreserve/status/1823864817553461373)  2024-08-14T23:30Z [---] followers, [---] engagements


"@SkiGuy1818 Its a better deal. Its the mad queen gone without the dilution"  
[X Link](https://x.com/fedwashreserve/status/1825734453588574455)  2024-08-20T03:19Z [---] followers, [---] engagements


"@PARANationArmy @SquawkCNBC @MattBelloni @PuckNews @Skydance $1.7b capital injection is likely dilutive too @ [--] but less dilutive than the SD reverse buyout"  
[X Link](https://x.com/fedwashreserve/status/1827013223729565979)  2024-08-23T16:01Z [---] followers, [--] engagements


"@SkiGuy1818 @Skydance It is irrelevant because B doesnt have a plate at the dinner table"  
[X Link](https://x.com/fedwashreserve/status/1827078846446817522)  2024-08-23T20:21Z [---] followers, [---] engagements


"@Sleepysolcap I believe its going to drop like 15-20% if dividend is cut like $PARA but if the recent drop priced some of that in then like 10%"  
[X Link](https://x.com/fedwashreserve/status/1828798496570552661)  2024-08-28T14:15Z [---] followers, [---] engagements


"@BichonRedux The next $PARA"  
[X Link](https://x.com/fedwashreserve/status/1829528406805115174)  2024-08-30T14:35Z [---] followers, [---] engagements


"@BluthCapital $OXY too"  
[X Link](https://x.com/fedwashreserve/status/1829903035956711685)  2024-08-31T15:24Z [---] followers, [---] engagements


"@LeviathanCapit1 Hows $OXY doing"  
[X Link](https://x.com/fedwashreserve/status/1833231498939715930)  2024-09-09T19:50Z [---] followers, [----] engagements


"@MasaSonCap Still ended up better than $PARA b"  
[X Link](https://x.com/fedwashreserve/status/1838580426039808426)  2024-09-24T14:05Z [---] followers, [---] engagements


"@CRUDEOIL231 The Middle East is just noise to oil until it isnt and more likely than not will just be continued noise and sell the news. The eventual Chinese economic recovery on the other hand"  
[X Link](https://x.com/fedwashreserve/status/1840827569026871674)  2024-09-30T18:54Z [---] followers, [---] engagements


"@mailboxmoney6 Imagine inferring that Chevron does not know what they are doing"  
[X Link](https://x.com/fedwashreserve/status/1843350590476501298)  2024-10-07T18:00Z [---] followers, [---] engagements


"@WerewolfHolding @Barchart @CNBC Ill buy the entire company at $20 😂. 3.5b annual profit at 18b market cap. 5x pe"  
[X Link](https://x.com/fedwashreserve/status/1848866044989084068)  2024-10-22T23:16Z [---] followers, [--] engagements


"@blondesnmoney Long $MPC"  
[X Link](https://x.com/fedwashreserve/status/1849134669045907688)  2024-10-23T17:03Z [---] followers, [--] engagements


"@USAEnergyNatGas As an $OXY investor welcome to the pain train. You will regret it 😂"  
[X Link](https://x.com/fedwashreserve/status/1861475509562933744)  2024-11-26T18:22Z [---] followers, [---] engagements


"@tradeoilstocks @cenovus Nah rather shill to underperformance to boomers"  
[X Link](https://x.com/fedwashreserve/status/1862186266525114464)  2024-11-28T17:26Z [---] followers, [---] engagements


"@mjkaltx @unusual_whales Uber has reached profitable economics and scale unlike Lyft. I was the biggest uber bear until they proved to me via OFCF that I was wrong. I am now long"  
[X Link](https://x.com/fedwashreserve/status/1871677446573175103)  2024-12-24T22:00Z [---] followers, [---] engagements


"@CatNyanpital Im long. They benefit from AV as long as Tesla doesnt winner-take-all in [----]. It cost Uber $30b in investor money to build the systems to simply be OCF+. Cheaper for competitor to simply use their infra on the uber platform than compete. Similar to overbuilding in cable"  
[X Link](https://x.com/fedwashreserve/status/1879962550567411957)  2025-01-16T18:42Z [---] followers, [--] engagements


"@JoeDoeKnowsGuy Seems like the initial bulls got fleeced by Pepsi overbuying and showing overzealous growth. I am taking a look into the company now. I have been following it for years and never initiated a position because the founders all seemed shady"  
[X Link](https://x.com/fedwashreserve/status/1882446919756333515)  2025-01-23T15:14Z [---] followers, [--] engagements


"@joecarlsonshow Give me the cliff notes of how $BKNG s kicked $EXPE s butt"  
[X Link](https://x.com/fedwashreserve/status/1882531530461122855)  2025-01-23T20:51Z [---] followers, [---] engagements


"@rudibest They have a great management and own 64% of $MPLX with distributions that essentially covers all of their CAPEX. So its a call option on refinery margins. Im long"  
[X Link](https://x.com/fedwashreserve/status/1882827319393603741)  2025-01-24T16:26Z [---] followers, [--] engagements


"@CannaInform @EconomyApp They now are profitable so they can now realize a deferred tax asset from their bazillion of previous net operating losses. This is an asset because they wont have to pay the full tax amount on their ebit in the future"  
[X Link](https://x.com/fedwashreserve/status/1887257672145379636)  2025-02-05T21:51Z [---] followers, [--] engagements


"@hoomansv @StatRiley Who are currently the serious main players in the AV space $MBLY $TSLA Waymo Ubers $AUR. Any others"  
[X Link](https://x.com/fedwashreserve/status/1889025000931549636)  2025-02-10T18:53Z [--] followers, [---] engagements


"@blondesnmoney Hey at least the founder cashed out as a billionaire"  
[X Link](https://x.com/fedwashreserve/status/1889066130523693307)  2025-02-10T21:37Z [--] followers, [---] engagements


"$UBER $AUR $TSLA A literal shitco is going to have AV on the road before Tesla even has a product let alone commercialization"  
[X Link](https://x.com/fedwashreserve/status/1890088422976680141)  2025-02-13T17:19Z [---] followers, [---] engagements


"@zoomyzoomm This makes me think: if its so cheap why isnt the price higher I remember buying $PARA over Netflix Russian stocks based on valuation. Getting screwed over made me realize cheap companies are cheap for a reason and maybe there really was no alpha in the trade"  
[X Link](https://x.com/fedwashreserve/status/1896169521175744748)  2025-03-02T12:03Z [---] followers, [--] engagements


"@SkiGuy1818 What about $GEV Doc"  
[X Link](https://x.com/fedwashreserve/status/1898177522359005201)  2025-03-08T01:02Z [---] followers, [--] engagements


"@SkiGuy1818 $GEV is energy. $GE is aerospace"  
[X Link](https://x.com/fedwashreserve/status/1898220882419401202)  2025-03-08T03:55Z [---] followers, [--] engagements


"@PantexCap @orrdavid Thats $UBER s AV spin off"  
[X Link](https://x.com/fedwashreserve/status/1903868960379912552)  2025-03-23T17:58Z [---] followers, [--] engagements


"Trump tariffs will cost 670k American jobs New @TaxFoundation analysis on the April [--] tariffs. The April [--] tariffs are a $1.8 trillion tax hike over [--] years and will shrink US GDP by 0.5%. Altogether Trump's tariffs increase revenues by nearly $3.2 trillion over [--] years and shrink US GDP by 0.8%. https://t.co/3g8Z0JmgdN New @TaxFoundation analysis on the April [--] tariffs. The April [--] tariffs are a $1.8 trillion tax hike over [--] years and will shrink US GDP by 0.5%. Altogether Trump's tariffs increase revenues by nearly $3.2 trillion over [--] years and shrink US GDP by 0.8%."  
[X Link](https://x.com/fedwashreserve/status/1907828695047278999)  2025-04-03T16:13Z [---] followers, [--] engagements


"@IndraStocks $CVNA s 20% haircut justified today"  
[X Link](https://x.com/fedwashreserve/status/1907870276257288521)  2025-04-03T18:58Z [---] followers, [---] engagements


"@SixSigmaCapital $UBER $CVNA $APP"  
[X Link](https://x.com/fedwashreserve/status/1910217832161317361)  2025-04-10T06:26Z [---] followers, [---] engagements


"@zoomyzoomm Temu man has gone crazy since he exited $PDD"  
[X Link](https://x.com/fedwashreserve/status/1911652981801468034)  2025-04-14T05:29Z [---] followers, [--] engagements


"A good example to demonstrate that price you pay today matters as much as the future itself. A great company with greatness priced in needs to perform exceptionally. $PM $AMZN"  
[X Link](https://x.com/fedwashreserve/status/1919016852648317068)  2025-05-04T13:10Z [---] followers, [--] engagements


"@AcPotango @brent_ericson I am long $CVNA but the entire root warrant has interesting market dynamics. $ROOT isnt worth [---]. Carvana needs above [---] by Sept for any intrinsic value likely will just be MTM loss of $200m. One off loss. I got a quote from $ROOT was double Progressives quote"  
[X Link](https://x.com/fedwashreserve/status/1920871036666388820)  2025-05-09T15:58Z [---] followers, [---] engagements


"@andycyau @APazyryk @AcPotango @brent_ericson I believe you are right. $PGR is a data driven company w/ accretive adds. With newer Toyotas they can use direct historical car telemetrics instead of their app like other companies. To be fair $root never gave me that option. My Progressive quote was 1/2 all others - even root"  
[X Link](https://x.com/fedwashreserve/status/1921052307292037236)  2025-05-10T03:58Z [---] followers, [---] engagements


"@andycyau @brent_ericson @APazyryk @AcPotango Yes. Totally but Im talking about $root tracking me specifically to lower my quote. Right now they dont have direct Toyota telemetrics like $PGR and want me to specifically use their app for a month - a hurdle. $PGR s process is seamless and allows them to assess risk"  
[X Link](https://x.com/fedwashreserve/status/1921251712880226805)  2025-05-10T17:11Z [---] followers, [--] engagements


"@brent_ericson @andycyau @APazyryk @AcPotango Yes I opted into it. Obviously if you are higher risk you should not opt into it because your insurance rate will adjust accordingly. Technically lower risk insured drivers not opted in subsidize your risk. Just like the debit/credit card discount concept"  
[X Link](https://x.com/fedwashreserve/status/1921255538735636681)  2025-05-10T17:26Z [---] followers, [--] engagements


"$Uber up on $GM news cus more players = benefits the aggregator"  
[X Link](https://x.com/fedwashreserve/status/1921951650719142033)  2025-05-12T15:32Z [---] followers, [--] engagements


"@InvestmentTalkk Lol what happened to the 50% $cvna guy"  
[X Link](https://x.com/fedwashreserve/status/1922022599099306406)  2025-05-12T20:14Z [---] followers, [---] engagements


"@rclar_ @Uber @dkhos But $uber is capitalistic a pig that exploits workers"  
[X Link](https://x.com/fedwashreserve/status/1922236573770207330)  2025-05-13T10:24Z [---] followers, [--] engagements


"@brandonphillisv @EquityBrian @SixSigmaCapital With no proof"  
[X Link](https://x.com/fedwashreserve/status/1922422261509730728)  2025-05-13T22:42Z [---] followers, [--] engagements


"@junkbondinvest $CVNA me looking at Carvanas adjusted ebitda numbers"  
[X Link](https://x.com/fedwashreserve/status/1922439188256846056)  2025-05-13T23:49Z [---] followers, [---] engagements


"@brandonphillisv @EquityBrian @SixSigmaCapital Who audited Wirecard and Luckin Coffee"  
[X Link](https://x.com/fedwashreserve/status/1922447672817938592)  2025-05-14T00:23Z [---] followers, [--] engagements


"$FICO is under scrutiny for increasing their price from $3.40 to $4.95 on a $500k mortgage when realtors charge 6% ($30000) in realtor commission and a bank charges 1% ($5000) in closing costs. The later two with strong arm lobbyist"  
[X Link](https://x.com/fedwashreserve/status/1925371398878282232)  2025-05-22T02:01Z [---] followers, [---] engagements


"Why are politicians so obsessed with saving customers $1.55 (If banks couldnt use fico scores then spreads would likely widen and cost homeowners multiples more in pts). Is Congress oblivious that realtors charge a 6% commission Which is 19000x the FICO price increase"  
[X Link](https://x.com/fedwashreserve/status/1925371401961123896)  2025-05-22T02:01Z [---] followers, [--] engagements


"So the question is does $FICO provide more than $5 in value to the customer If a bank wanted an easy way to gauge a persons creditworthiness or if they wanted the option to collateralize the loan would they pay more than $5 for that value"  
[X Link](https://x.com/fedwashreserve/status/1925371404058321286)  2025-05-22T02:01Z [---] followers, [---] engagements


"@zgoldenone @junkbondinvest Agreed. Look how the Kendeall/Coty merger went"  
[X Link](https://x.com/fedwashreserve/status/1928051905973862904)  2025-05-29T11:32Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy $WBD thesis"  
[X Link](https://x.com/fedwashreserve/status/1929511327845761158)  2025-06-02T12:12Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy Was in $WBD and $PARA last year. Got Sherid and have been sitting on the sideline but following Yup their low rate debt is an asset if they can actually monetize it which has been debatable. Spin off was a failure but the market is fwd thinking. Split up intrigues me"  
[X Link](https://x.com/fedwashreserve/status/1929518767995801869)  2025-06-02T12:41Z [---] followers, [--] engagements


"@atelicinvest $IBKR and $BKNG"  
[X Link](https://x.com/fedwashreserve/status/1931735290181562570)  2025-06-08T15:29Z [---] followers, [---] engagements


"@CEOStockWatcher @ProfAnalytics $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1931803278515507491)  2025-06-08T19:59Z [---] followers, [--] engagements


"@blondesnmoney I like $PGR but still seems expensive"  
[X Link](https://x.com/fedwashreserve/status/1932094840944132357)  2025-06-09T15:18Z [---] followers, [---] engagements


"@HiddeMulder2 @IndraStocks Now normalize earnings and you can also see that Carvana is more profitable than Carmax and has greater operating leverage"  
[X Link](https://x.com/fedwashreserve/status/1933168711088722325)  2025-06-12T14:25Z [---] followers, [--] engagements


"@MichaelWigginsO Can you do a SA article on $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1934946576214192621)  2025-06-17T12:09Z [---] followers, [----] engagements


"@DannyDayan5 MOP not MOAB"  
[X Link](https://x.com/fedwashreserve/status/1935073297458200799)  2025-06-17T20:33Z [---] followers, [---] engagements


"@StockMarketNerd Thoughts on $UBER"  
[X Link](https://x.com/fedwashreserve/status/1935686244958076937)  2025-06-19T13:08Z [---] followers, [--] engagements


"So based on q1 Shamvana and scammax are both taking market share from stealerships $cvna $kmx"  
[X Link](https://x.com/fedwashreserve/status/1936127260035006955)  2025-06-20T18:21Z [---] followers, [---] engagements


"@RealJimChanos @WholeMarsBlog Carvana is developing the next AV"  
[X Link](https://x.com/fedwashreserve/status/1937205109038911578)  2025-06-23T17:44Z [---] followers, [---] engagements


"@PythiaR @conorsvan1 Same. But I also feel Google can eventually make Gemini comparable to gpt"  
[X Link](https://x.com/fedwashreserve/status/1937220836731015248)  2025-06-23T18:46Z [---] followers, [---] engagements


"@MarkFerrara12 @garyblack00 What prevents Waymo from getting their cost per mile down in the future Waymos current fleet is their test vehicles. Volkswagen is also partnering with Uber and can mass produce low cost vehicles and integrate to someones AV tech stack"  
[X Link](https://x.com/fedwashreserve/status/1937528957026673034)  2025-06-24T15:11Z [---] followers, [---] engagements


"Why dont you focus on the [--] % ($$$) realtor commission instead of the $5 $FICO wholesale credit score bundle increase The median home sold was $415k in Q1 [--] @ 5% commission that is an over $20000 cost to a homebuyer. Shaving even [---] bps off that would save the average home buyer over $4k which is incrementally more than the soon to be $15 tri report"  
[X Link](https://x.com/fedwashreserve/status/1938671373536342131)  2025-06-27T18:50Z [---] followers, [--] engagements


"Whats the $goog news"  
[X Link](https://x.com/fedwashreserve/status/1938688495372968345)  2025-06-27T19:58Z [---] followers, [---] engagements


"@brent_e_trader Just not for Carvana shorts"  
[X Link](https://x.com/fedwashreserve/status/1938715449824256046)  2025-06-27T21:45Z [---] followers, [--] engagements


"@Ze1ooooo Interactive brokers"  
[X Link](https://x.com/fedwashreserve/status/1938974967972135351)  2025-06-28T14:57Z [---] followers, [--] engagements


"@CedarReseach The next Progressive $PGR"  
[X Link](https://x.com/fedwashreserve/status/1939484040303636567)  2025-06-30T00:40Z [---] followers, [--] engagements


"Why do poor people use DoorDash so often. Do they not do the math on how many work hours equivalent it costs $DASH $UBER"  
[X Link](https://x.com/fedwashreserve/status/1939768412135170075)  2025-06-30T19:30Z [---] followers, [--] engagements


"@zoomyzoomm So its time to go long $PDD"  
[X Link](https://x.com/fedwashreserve/status/1939858356111307153)  2025-07-01T01:27Z [---] followers, [---] engagements


"Used auto on up Vietnam trade deal $CVNA $AN $KMX"  
[X Link](https://x.com/fedwashreserve/status/1940425297205277042)  2025-07-02T15:00Z [---] followers, [---] engagements


"@StealthQE4 Read my lips give me my tax cut"  
[X Link](https://x.com/fedwashreserve/status/1940739691336421796)  2025-07-03T11:49Z [---] followers, [---] engagements


"The games owners are now making an estimated $20 million a month. - $RBLX https://www.barrons.com/articles/roblox-crocs-stocks-2fe37c10 https://www.barrons.com/articles/roblox-crocs-stocks-2fe37c10"  
[X Link](https://x.com/fedwashreserve/status/1940803042351431965)  2025-07-03T16:01Z [---] followers, [---] engagements


"@zoomyzoomm $PDD"  
[X Link](https://x.com/fedwashreserve/status/1940886506811674692)  2025-07-03T21:32Z [---] followers, [---] engagements


"Market flight to safety into carvana common $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1942246764553154718)  2025-07-07T15:38Z [---] followers, [---] engagements


"@ParrotStock $CROX thesis"  
[X Link](https://x.com/fedwashreserve/status/1942315281373651445)  2025-07-07T20:10Z [---] followers, [---] engagements


"@sam_ghaly20 @ParrotStock Mr. Wonderful rather than insult someone else educate me on why $CROX is a bad investment"  
[X Link](https://x.com/fedwashreserve/status/1942330852089717159)  2025-07-07T21:12Z [---] followers, [--] engagements


"@TVGrimReaper $LION"  
[X Link](https://x.com/fedwashreserve/status/1942337926693527639)  2025-07-07T21:40Z [---] followers, [--] engagements


"@accrued_int Ive looked into them. They also have a multi $ dollar call option to buy 1/5th of FanDuel. Fox has dual class shares though. The Murdoch family will probably screw over common shareholders in an exit/rough times like the Redstones/ $para"  
[X Link](https://x.com/fedwashreserve/status/1942608278376120657)  2025-07-08T15:34Z [---] followers, [---] engagements


"Sold around half of my $UBER position for more $FICO. Overreaction imo"  
[X Link](https://x.com/fedwashreserve/status/1942635283997979077)  2025-07-08T17:21Z [---] followers, [---] engagements


"@TheLongAJ @joecarlsonshow Multi choice also limits monopoly accusations. If lenders continue to use $FICO which the customer pays (not the lender) then the thesis remains intact"  
[X Link](https://x.com/fedwashreserve/status/1942645273475387652)  2025-07-08T18:01Z [---] followers, [---] engagements


"Added some more today. Great company at a good price $FICO"  
[X Link](https://x.com/fedwashreserve/status/1942668830851141914)  2025-07-08T19:35Z [---] followers, [----] engagements


"Two great businesses. $UBER $FICO"  
[X Link](https://x.com/fedwashreserve/status/1942680953270260206)  2025-07-08T20:23Z [---] followers, [---] engagements


"@macaronicapital Id say $UBER is now fairly valued. Sold in IRA for $FICO. Keeping taxable [--] cost basis shares"  
[X Link](https://x.com/fedwashreserve/status/1942686958368743518)  2025-07-08T20:47Z [---] followers, [---] engagements


"@macaronicapital Id say $EXPE for the right price. Dara has a history with that one 😉"  
[X Link](https://x.com/fedwashreserve/status/1942722308818493659)  2025-07-08T23:07Z [---] followers, [--] engagements


"@stocktalkweekly People gotta blame someone. If its not the jews then its Blackrock"  
[X Link](https://x.com/fedwashreserve/status/1942899357814243358)  2025-07-09T10:51Z [---] followers, [---] engagements


"@buccocapital The $5 wholesale FICO credit score cost provides more than $5 in value. However the real estate agent charging 6% on the purchase price for contacting them on Zillow"  
[X Link](https://x.com/fedwashreserve/status/1943008537569038667)  2025-07-09T18:05Z [---] followers, [--] engagements


"@LeverageValueP Which do you prefer the most Been looking into imperial and BTI"  
[X Link](https://x.com/fedwashreserve/status/1943689944188465537)  2025-07-11T15:12Z [---] followers, [---] engagements


"@StealthQE4 Well the $GLD ETF doesnt start until [----] but still. The point is hard currencies can nearly outperform innovation and productive because of debasement"  
[X Link](https://x.com/fedwashreserve/status/1944373461788377367)  2025-07-13T12:28Z [---] followers, [---] engagements


"Govt inefficiency technological productivity"  
[X Link](https://x.com/fedwashreserve/status/1944400125784211687)  2025-07-13T14:14Z [---] followers, [--] engagements


"@accrued_int Ha we follow the same names. Ive been reading about it earlier this year. It still seems expensive. Look into $AZO and $ORLY also"  
[X Link](https://x.com/fedwashreserve/status/1944814583106928942)  2025-07-14T17:41Z [---] followers, [---] engagements


"@DividendDude_X $GLD"  
[X Link](https://x.com/fedwashreserve/status/1944855286402933218)  2025-07-14T20:23Z [---] followers, [---] engagements


"The irony that Im bullish both Carvana and Uber. Where if Ubers best bull case actually comes into fruition (the autonomous dispatcher) Carvanas terminal value will be greatly impaired even if Carvana makes up market share at trad dealers expense. $CVNA $UBER"  
[X Link](https://x.com/fedwashreserve/status/1945494155737628997)  2025-07-16T14:42Z [---] followers, [---] engagements


"In the end $DKNG and $FLUT will simply be the scapegoats and have a monetary settlement with State AGs. The irony is they can ONLY operate because they are State sponsored with large profit sharing"  
[X Link](https://x.com/fedwashreserve/status/1946244129878405227)  2025-07-18T16:22Z [---] followers, [---] engagements


"Dominos earnings tomorrow. $DPZ Id personally take the under. My theory is whenever they offer the $10 unlimited topping deal they are performing under estimates"  
[X Link](https://x.com/fedwashreserve/status/1947076138204840176)  2025-07-20T23:28Z [---] followers, [--] engagements


"On beat $DPZ 🍕 Dominos Q2 [----] Earnings Snapshot: Net Income: $131.1M (vs est. $135.7M) Revenue: $1.145B (vs est. $1.146B) EPS: $3.81 U.S. Same-Store Sales Growth: +3.4% 📈 Dominos delivered solid growth in U.S. same-store sales though its net income and revenue narrowly missed 🍕 Dominos Q2 [----] Earnings Snapshot: Net Income: $131.1M (vs est. $135.7M) Revenue: $1.145B (vs est. $1.146B) EPS: $3.81 U.S. Same-Store Sales Growth: +3.4% 📈 Dominos delivered solid growth in U.S. same-store sales though its net income and revenue narrowly missed"  
[X Link](https://x.com/fedwashreserve/status/1947244468085645586)  2025-07-21T10:37Z [---] followers, [--] engagements


"@SkiGuy1818 Why $LMT Thoughts on $FOXA"  
[X Link](https://x.com/fedwashreserve/status/1947805286590517388)  2025-07-22T23:45Z [---] followers, [---] engagements


"@brent_e_trader What about $CVNA post earnings"  
[X Link](https://x.com/fedwashreserve/status/1948076909213966730)  2025-07-23T17:45Z [---] followers, [---] engagements


"The irony of it all is some of the same people short $CVNA are also long $UNH. Carvana has no proof of fraud yet face relentless allegations and slander. United Health has an actual fraud investigation going on. @brent_e_trader https://www.cnbc.com/2025/07/24/unitedhealthcare-doj-investigation-medicare-billing.html https://www.cnbc.com/2025/07/24/unitedhealthcare-doj-investigation-medicare-billing.html"  
[X Link](https://x.com/fedwashreserve/status/1948363963013423500)  2025-07-24T12:45Z [---] followers, [---] engagements


"@zoomyzoomm $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1948540735869124629)  2025-07-25T00:28Z [---] followers, [---] engagements


"@pulte When will you tackle realtors charging 6% commission On a 500k home thats 30k which is much more than the $5 credit score. $FICO @zillow"  
[X Link](https://x.com/fedwashreserve/status/1948761756861436283)  2025-07-25T15:06Z [---] followers, [--] engagements


"@Ze1ooooo Prague"  
[X Link](https://x.com/fedwashreserve/status/1949906739106922655)  2025-07-28T18:56Z [---] followers, [---] engagements


"@IndraStocks Carvana and chill"  
[X Link](https://x.com/fedwashreserve/status/1950657138495496638)  2025-07-30T20:37Z [---] followers, [---] engagements


"@brent_e_trader Still long $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1950710715905700101)  2025-07-31T00:10Z [---] followers, [---] engagements


"You dont need fico scores in the metaverse $fico $rblx"  
[X Link](https://x.com/fedwashreserve/status/1950915629076172932)  2025-07-31T13:45Z [---] followers, [---] engagements


"@brent_e_trader Downgraded [---] PT today"  
[X Link](https://x.com/fedwashreserve/status/1950941427673735173)  2025-07-31T15:27Z [---] followers, [----] engagements


"$CVNA does not have thin liquidity. Average volume is 3.5m x 300/shs = $1 billy a day. Yup listen to Chanos thesis. One of his core points is it has gone up nearly 100x. Bears also mention stock sales by the Garcias like a broken clock. These sales were registered last year and they own 35% of the company. Carvanas case is unique where the bears are mostly retail"  
[X Link](https://x.com/fedwashreserve/status/1950999804944998512)  2025-07-31T19:19Z [---] followers, [--] engagements


"@brent_e_trader Show CARVANA short"  
[X Link](https://x.com/fedwashreserve/status/1951008050313302155)  2025-07-31T19:52Z [---] followers, [---] engagements


"@financedystop Keyboard warriors are hilarious. They either dont know or are unable to comprehend that Toronto is in Canada and CAD =/ USD"  
[X Link](https://x.com/fedwashreserve/status/1952203363514241258)  2025-08-04T03:02Z [---] followers, 19K engagements


"@abignale_jr @financedystop 1) relax senior MAGA 2) Canada is great"  
[X Link](https://x.com/fedwashreserve/status/1952356846607474830)  2025-08-04T13:11Z [---] followers, [---] engagements


"@ecommerceshares $FICO"  
[X Link](https://x.com/fedwashreserve/status/1952689934579421300)  2025-08-05T11:15Z [---] followers, [--] engagements


"@aweaedcawq123 @blondesnmoney Wont be an issue for passengers until they get into a crash"  
[X Link](https://x.com/fedwashreserve/status/1952755384373883001)  2025-08-05T15:35Z [---] followers, [--] engagements


"@Investor_NICK_ @plantmath1 @blondesnmoney No insurance"  
[X Link](https://x.com/fedwashreserve/status/1952840092848144866)  2025-08-05T21:12Z [---] followers, [--] engagements


"@shavil0mi @CasinoCapital Gibraltar is literally a rock"  
[X Link](https://x.com/fedwashreserve/status/1953153795128434789)  2025-08-06T17:58Z [---] followers, [---] engagements


"@BichonRedux Legendary portfolio. Just needs to add $FICO 🤣"  
[X Link](https://x.com/fedwashreserve/status/1957428701294997896)  2025-08-18T13:05Z [---] followers, [---] engagements


"@310Value $PARA"  
[X Link](https://x.com/fedwashreserve/status/1959387158730650088)  2025-08-23T22:47Z [---] followers, [--] engagements


"I wonder how much $LYFT ultimately gets sold for and who buys it. $TSLA $AMZN $GOOG"  
[X Link](https://x.com/fedwashreserve/status/1959973153481851361)  2025-08-25T13:36Z [---] followers, [---] engagements


"Step 1) Coercing equity stakes in private companies saying they are ripping people off Step 2) nationalize them Classic Latin American playbook but its America. $INTC $LMT"  
[X Link](https://x.com/fedwashreserve/status/1960349729964879993)  2025-08-26T14:32Z [---] followers, [--] engagements


"@QueenUberDriver @sergioaved @GavinNewsom @Uber @lyft @CAgovernor Illegals are people too"  
[X Link](https://x.com/fedwashreserve/status/1963679690570576317)  2025-09-04T19:04Z [---] followers, [--] engagements


"@accrued_int Since you a cable bro now thoughts on $CHTR No position but I have been doing DD. Whats interesting is the Cox family is merging with Charter and rolling everything into Charter. They are cashing out $4b. But then they are taking 6b in preferred and 12b in charter stock"  
[X Link](https://x.com/fedwashreserve/status/1965049583203217825)  2025-09-08T13:48Z [---] followers, [---] engagements


"@accrued_int All of it gets zerod (with all other equity holders) if charter common goes nil. The company will be like 4-5x levered. Its like 75% of the familys net worth. If broadband losses dont stabilize its going to [--]. Too much debt. Down today on starlink $sats news"  
[X Link](https://x.com/fedwashreserve/status/1965049846051795184)  2025-09-08T13:49Z [---] followers, [---] engagements


"@accrued_int It seems like they are not fully getting out though Less the $4b cash out they are simply rolling their stake into $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1965065804158046492)  2025-09-08T14:52Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy $WBD thesis"  
[X Link](https://x.com/fedwashreserve/status/1965869178914791701)  2025-09-10T20:05Z [---] followers, [--] engagements


"@blondesnmoney $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1966526882146402728)  2025-09-12T15:38Z [---] followers, [---] engagements


"@blondesnmoney Sold long ago"  
[X Link](https://x.com/fedwashreserve/status/1966654192631648498)  2025-09-13T00:04Z [---] followers, [--] engagements


"$KMX -20%. $CVNA -4% on Carmaxs Q2 earnings. If CARVANA drops more Ill consider adding. CVNA q volume still looks like it will be strong. Possibly what is happening is CARVANA is taking carmax market share. The US consumer seems to definitely be weakening"  
[X Link](https://x.com/fedwashreserve/status/1971208376316199157)  2025-09-25T13:41Z [---] followers, [---] engagements


"@zerohedge $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1974084963772613090)  2025-10-03T12:11Z [---] followers, [---] engagements


"$RGTI $RGTI $13B company global headquarters https://t.co/Vj2I5Tk8O4 $RGTI $13B company global headquarters https://t.co/Vj2I5Tk8O4"  
[X Link](https://x.com/fedwashreserve/status/1974517482485612925)  2025-10-04T16:50Z [---] followers, [--] engagements


"@Ross__Hendricks The new ones are much more collateralized than the covid cohorts. Additionally banks tightening lending standards is bullish carvana bc carvana is the subprime lender of last report"  
[X Link](https://x.com/fedwashreserve/status/1975919494792085880)  2025-10-08T13:41Z [---] followers, [---] engagements


"@zerohedge Bullish $CVNA"  
[X Link](https://x.com/fedwashreserve/status/1978122217511628973)  2025-10-14T15:34Z [---] followers, [--] engagements


"@InaTailHedged $OXYWS"  
[X Link](https://x.com/fedwashreserve/status/1494356407315046403)  2022-02-17T17:01Z [---] followers, [--] engagements


"@LeviathanCapit1 I owned $ovv @ [--] and sold at $21 for oxyws. Im long $oxyws v $oxy. Warrants basically trading like an ISDA. Issue w/ warrants is time value on them is now non existence (starting to sell discount to $22 conversion) because of implied dividend dcf/tax implication of conversion"  
[X Link](https://x.com/fedwashreserve/status/1528761178893205505)  2022-05-23T15:34Z [---] followers, [--] engagements


"@Astervox42 Dont worry. Its transitory"  
[X Link](https://x.com/fedwashreserve/status/1580544650405781504)  2022-10-13T13:03Z [---] followers, [--] engagements


"@ChrisCamillo @Wallstreet_Baby @stonky_face_k Thoughts on selling $FRC puts"  
[X Link](https://x.com/fedwashreserve/status/1635406905123409921)  2023-03-13T22:26Z [---] followers, [---] engagements


"@rudibest I exited the majority of my $OXY as well. Thoughts on $MPC"  
[X Link](https://x.com/fedwashreserve/status/1882774231026663934)  2025-01-24T12:55Z [---] followers, [---] engagements


"@qualityequities Interesting. they bought $HLT while Ackman was selling"  
[X Link](https://x.com/fedwashreserve/status/1890788952589644092)  2025-02-15T15:43Z [--] followers, [---] engagements


"@MichaelWigginsO Thoughts on $Uber 21% yoy growth rn that will dip to high teens"  
[X Link](https://x.com/fedwashreserve/status/1891826636812607517)  2025-02-18T12:26Z [---] followers, [--] engagements


"@marginofdanger @SECGov Wait until you learn about the $PARA deal"  
[X Link](https://x.com/fedwashreserve/status/1892292282272870809)  2025-02-19T19:16Z [---] followers, [---] engagements


"@RobertMSterling Alleged CFO with bold accusations of publicly disclosed information from their quarterly financial statements $uber. CFO of what Enron or micon strategy or super micon computer"  
[X Link](https://x.com/fedwashreserve/status/1892527912961667089)  2025-02-20T10:53Z [---] followers, [--] engagements


"Fintwit thinks $820b eli lily and novo is not going to fight hims in court over FDA and glp1 shortage claim $lly $hims"  
[X Link](https://x.com/fedwashreserve/status/1892570734720848286)  2025-02-20T13:43Z [---] followers, [---] engagements


"@accrued_int @OpenAI He also made crazy PTs on $OVV $OXY $CHTR for the views"  
[X Link](https://x.com/fedwashreserve/status/1892572480297959770)  2025-02-20T13:50Z [---] followers, [--] engagements


"So the market just realized theres multiple AV start ups and waymo scaled 80% faster with uber as an aggregator in Austin $uber $tsla"  
[X Link](https://x.com/fedwashreserve/status/1918328247965667762)  2025-05-02T15:34Z [---] followers, [---] engagements


"@accrued_int Dont you think they couldve gotten more cash though if they were truly bearish Yes esp w/ the preferred structure w/ $400m/yr in spending money it seems like they will be long term baggies. Will they be the second decabillionaires to get zerod by $CHTR after Paul Allen"  
[X Link](https://x.com/fedwashreserve/status/1965079004639351293)  2025-09-08T15:45Z [---] followers, [--] engagements


"$PARA is likely offering $23/shs for warner bros. Respect to baggies. $WBD was in fact cheap when was it trading sub [--]. https://seekingalpha.com/news/4499869-warner-bros-discovery-falls-amid-report-that-friendly-paramount-deal-is-unlikely https://seekingalpha.com/news/4499869-warner-bros-discovery-falls-amid-report-that-friendly-paramount-deal-is-unlikely"  
[X Link](https://x.com/fedwashreserve/status/1972687184021819686)  2025-09-29T15:37Z [---] followers, [---] engagements


"$crox bulls are a different breed"  
[X Link](https://x.com/fedwashreserve/status/1973427543316566481)  2025-10-01T16:39Z [---] followers, [--] engagements


"$CVNA Carvana bears are a different breed Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that Carvana is selling used cars https://t.co/0UvXaNDtOC Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that"  
[X Link](https://x.com/fedwashreserve/status/1973428089972727954)  2025-10-01T16:41Z [---] followers, [---] engagements


"$CVNA $FICO are my two largest positions. My portfolio is currently like 75% $CVNA 15% $GOOGL 5% $TSM 5% random other bets (INTC/NTES/etc) I think CVNA has the best r/r into earnings and 3+ years. GOOGL has the best r/r over 1-2 years. My portfolio is currently like 75% $CVNA 15% $GOOGL 5% $TSM 5% random other bets (INTC/NTES/etc) I think CVNA has the best r/r into earnings and 3+ years. GOOGL has the best r/r over 1-2 years"  
[X Link](https://x.com/fedwashreserve/status/1977789204336894133)  2025-10-13T17:31Z [---] followers, [---] engagements


"@fiscorainvest I very very unfortunately will have to the majority of my $FICO for tax reasons. 🙃"  
[X Link](https://x.com/fedwashreserve/status/1978906350202532164)  2025-10-16T19:30Z [---] followers, [---] engagements


"@tomlombardi @real_bill_gross Pretty sure he also bought MPLX WES during covid"  
[X Link](https://x.com/fedwashreserve/status/1979217968476168329)  2025-10-17T16:08Z [---] followers, [--] engagements


"@UnicusResearch $CVNA next"  
[X Link](https://x.com/fedwashreserve/status/1979534434576834599)  2025-10-18T13:06Z [---] followers, [---] engagements


"@blue_chip1 my sources got 158k"  
[X Link](https://x.com/fedwashreserve/status/1980247857417597254)  2025-10-20T12:20Z [---] followers, [--] engagements


"Aging like fine wine. https://www.cbssports.com/college-football/news/brian-kelly-buyout-contract-details-what-it-would-cost-lsu-to-fire-coach-as-tigers-fall-shy-of-expectations/# Rutgers lost $54 million in college sports last year*. UConn lost $30 mil. UCF and Houston lost $40 mil. Athletics is a money pit for all but a couple dozen schools with the median losing $16 mil/year. The settlement with college athletes adds another $20 mil expense. Growing https://t.co/usFhTiTnMn"  
[X Link](https://x.com/fedwashreserve/status/1980331394699260259)  2025-10-20T17:52Z [---] followers, [---] engagements


"$COF earnings were good. No position"  
[X Link](https://x.com/fedwashreserve/status/1980992270540345771)  2025-10-22T13:38Z [---] followers, [--] engagements


"@tier10k Banana republic 🍌"  
[X Link](https://x.com/fedwashreserve/status/1981378340939280673)  2025-10-23T15:13Z [---] followers, [---] engagements


"Out of all shorts I think you are the most rational and are willing to have real dialogue. Firstly they underwrite and sell off their loans (except 5%) so maybe their gain on sale spread is lower. Regardless they do NOT hold the liability (that is how they are able to mark gains on the sale of the loans). In terms of fundamentals I agree they trade at a premium but deservingly so. They are growing volumes 45%+ while $KMX carmax contracted with substantially higher margins (even when normalized) and achieving real additional efficiency gains. Which are you willing to pay more for"  
[X Link](https://x.com/fedwashreserve/status/1981408709990404435)  2025-10-23T17:13Z [---] followers, [--] engagements


"@rev_cap Never heard a white girl say her dream is to move to Philly"  
[X Link](https://x.com/fedwashreserve/status/1982496430444183590)  2025-10-26T17:15Z [---] followers, 30.2K engagements


"@IndraStocks Are you bullish or bearish $KMX"  
[X Link](https://x.com/fedwashreserve/status/1986567220743545326)  2025-11-06T22:51Z [---] followers, [---] engagements


"@IndraStocks Yep $CVNA also down cus pair trade/momo. Recent $CVNA selloff has been brutal thoughts of their $500m ATM equity issuance"  
[X Link](https://x.com/fedwashreserve/status/1986570068432675042)  2025-11-06T23:03Z [---] followers, [---] engagements


"$MSTR https://www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5 https://www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5"  
[X Link](https://x.com/fedwashreserve/status/1987568382485705066)  2025-11-09T17:10Z [---] followers, [--] engagements


"@Mr_Derivatives $CMG Used to go everyday now havent been in months. Increased prices and lowered quality. Now SSS declining @BillAckman"  
[X Link](https://x.com/fedwashreserve/status/1991129469533192699)  2025-11-19T13:00Z [---] followers, [--] engagements


"@EverydayCap $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1991170437590782252)  2025-11-19T15:43Z [---] followers, [---] engagements


"@BourbonCap $CVNA $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1991621208530645082)  2025-11-20T21:34Z [---] followers, [---] engagements


"@ValueStockGeek Who the heck is paying 50x for a company that has 10% growth besides $CMG bulls that paid like 60x for negative growth. 🌯"  
[X Link](https://x.com/fedwashreserve/status/1991639864178254227)  2025-11-20T22:48Z [---] followers, [----] engagements


"@GuyTalksFinance When bitcoin hits 50k youre going to wish you sold some"  
[X Link](https://x.com/fedwashreserve/status/1991640690640744935)  2025-11-20T22:51Z [---] followers, [---] engagements


"@BichonRedux You can say the same thing about $CHTR"  
[X Link](https://x.com/fedwashreserve/status/1991663585445970299)  2025-11-21T00:22Z [---] followers, [---] engagements


"Great transcript. https://www.cnbc.com/2025/11/20/cnbc-exclusive-excerpts-liberty-media-chairman-john-malone-speaks-with-cnbcs-david-faber-on-squawk-on-the-street-today.html https://www.cnbc.com/2025/11/20/cnbc-exclusive-excerpts-liberty-media-chairman-john-malone-speaks-with-cnbcs-david-faber-on-squawk-on-the-street-today.html"  
[X Link](https://x.com/fedwashreserve/status/1991879583382307105)  2025-11-21T14:41Z [---] followers, [--] engagements


"@Vanktran10 They cannot buy more stock. Their stock purchase agreement is almost all used up and they are at the top of their financial leverage limits"  
[X Link](https://x.com/fedwashreserve/status/1991886458035290396)  2025-11-21T15:08Z [---] followers, [--] engagements

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