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[@blue_chip1](/creator/twitter/blue_chip1)
"$CVNA pushing hard into Q4: Almost 60k cars for sale listed on the website"  
[X Link](https://x.com/blue_chip1/status/1980121815172448602) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:00Z 4054 followers, 1590 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) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:04Z 4054 followers, 2103 engagements


"Still expecting $CVNA to close around 154-155k retail units sold for Q3. Overall sales falling hard in Sep but consistent with last year"  
[X Link](https://x.com/blue_chip1/status/1980127406334861790) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:22Z 4054 followers, 1350 engagements


"LOL - Sector shifts Yeah Subprime Defaults Imploding LOL $XXX Price Target. $CVNA Insanity continues"  
[X Link](https://x.com/blue_chip1/status/1973497369179333057) [@blue_chip1](/creator/x/blue_chip1) 2025-10-01T21:16Z 4056 followers, 1687 engagements


"$CVNA ABS are heading for Massive losses. Investors going to find out the hard way"  
[X Link](https://x.com/blue_chip1/status/1977140170370826710) [@blue_chip1](/creator/x/blue_chip1) 2025-10-11T22:32Z 4054 followers, 3740 engagements


"$CVNA $CACC An estimated 1.73M vehicles were repossessed last year This year is going to be even more and the defaults will kick in"  
[X Link](https://x.com/blue_chip1/status/1977439070113644903) [@blue_chip1](/creator/x/blue_chip1) 2025-10-12T18:19Z 4054 followers, 1675 engagements


"How am I not surprised to see such loose lending standards at $CVNA. What could possibly go wrong"  
[X Link](https://x.com/blue_chip1/status/1979023892334162062) [@blue_chip1](/creator/x/blue_chip1) 2025-10-17T03:17Z 4056 followers, 3798 engagements


"Who is Funding this Ponzi $RUN"  
[X Link](https://x.com/blue_chip1/status/1967809504365699250) [@blue_chip1](/creator/x/blue_chip1) 2025-09-16T04:35Z 4056 followers, 1187 engagements


"$LWLG Founded in 1991: Yes 34yrs ago Still ZERO Revenue. LOL Total joke no one is interested in their polymer tech. On my short list last year cashed out can't believe I get to play again"  
[X Link](https://x.com/blue_chip1/status/1973162830456357134) [@blue_chip1](/creator/x/blue_chip1) 2025-09-30T23:07Z 4055 followers, 1418 engagements


"Delinquencies Much Higher (relative to Defaults)🚨 Why Lenders simply not willing to recognize Defaults Willing to Extend and Pretend $CVNA $CACC $KMC"  
[X Link](https://x.com/blue_chip1/status/1974608941834518871) [@blue_chip1](/creator/x/blue_chip1) 2025-10-04T22:53Z 4056 followers, 3727 engagements


"Important to remember the Loan Servicer is Bridgecrest owned by Garcia Sr. Very likely the loans are ever worse under the cover $CVNA"  
[X Link](https://x.com/blue_chip1/status/1976831090930446341) [@blue_chip1](/creator/x/blue_chip1) 2025-10-11T02:03Z 4055 followers, 1868 engagements


"OH. Sales Slow amid high inventories You don't say. $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1980126823829930434) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:19Z 4055 followers, 1009 engagements


"2025 New Top XX Conviction shorts with 1yr target time frame: X. $LWLG X. $AEVA X. $JOBY X. $OKLO X. $MSTR X. $IONQ X. $AI X. $CRWV X. $AUR XX. $CVNA Short Thesis on each:"  
[X Link](https://x.com/blue_chip1/status/1973162828786966945) [@blue_chip1](/creator/x/blue_chip1) 2025-09-30T23:07Z 4055 followers, 4596 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) [@blue_chip1](/creator/x/blue_chip1) 2025-10-04T22:50Z 4055 followers, XXX engagements


"Entering 2008 equivalent impact zone. We are for sure heading 4%. Beware $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1974608347900088600) [@blue_chip1](/creator/x/blue_chip1) 2025-10-04T22:51Z 4055 followers, 3150 engagements


"Repos Exploding But Pandemic helped to retain values. hence reducing loses. Not for long And data stops in 2024. $CVNA $KMX $CACC"  
[X Link](https://x.com/blue_chip1/status/1974609544312652145) [@blue_chip1](/creator/x/blue_chip1) 2025-10-04T22:56Z 4055 followers, 1701 engagements


"Used Car sales rolling over in 2H of Sep. $CVNA $KMX"  
[X Link](https://x.com/blue_chip1/status/1977192959755141182) [@blue_chip1](/creator/x/blue_chip1) 2025-10-12T02:01Z 4055 followers, 2766 engagements


"Inventory levels increasing (new and used) = Lower prices coming. $CVNA $KMX"  
[X Link](https://x.com/blue_chip1/status/1977193210389938458) [@blue_chip1](/creator/x/blue_chip1) 2025-10-12T02:02Z 4055 followers, 1942 engagements


"Wholesale prices falling faster than Retail Interesting. This means used car dealers are sitting on too much inventory. $CVNA $KMX"  
[X Link](https://x.com/blue_chip1/status/1980128097094823972) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:25Z 4054 followers, 1213 engagements


"The Bubble explained"  
[X Link](https://x.com/blue_chip1/status/1980133881501360529) [@blue_chip1](/creator/x/blue_chip1) 2025-10-20T04:48Z 4054 followers, 1105 engagements

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

@blue_chip1 "$CVNA pushing hard into Q4: Almost 60k cars for sale listed on the website"
X Link @blue_chip1 2025-10-20T04:00Z 4054 followers, 1590 engagements

"Keeps raining headlines like this every day now No way this subprime auto ponzi keeps going for much longer: $CVNA $CACC"
X Link @blue_chip1 2025-10-20T04:04Z 4054 followers, 2103 engagements

"Still expecting $CVNA to close around 154-155k retail units sold for Q3. Overall sales falling hard in Sep but consistent with last year"
X Link @blue_chip1 2025-10-20T04:22Z 4054 followers, 1350 engagements

"LOL - Sector shifts Yeah Subprime Defaults Imploding LOL $XXX Price Target. $CVNA Insanity continues"
X Link @blue_chip1 2025-10-01T21:16Z 4056 followers, 1687 engagements

"$CVNA ABS are heading for Massive losses. Investors going to find out the hard way"
X Link @blue_chip1 2025-10-11T22:32Z 4054 followers, 3740 engagements

"$CVNA $CACC An estimated 1.73M vehicles were repossessed last year This year is going to be even more and the defaults will kick in"
X Link @blue_chip1 2025-10-12T18:19Z 4054 followers, 1675 engagements

"How am I not surprised to see such loose lending standards at $CVNA. What could possibly go wrong"
X Link @blue_chip1 2025-10-17T03:17Z 4056 followers, 3798 engagements

"Who is Funding this Ponzi $RUN"
X Link @blue_chip1 2025-09-16T04:35Z 4056 followers, 1187 engagements

"$LWLG Founded in 1991: Yes 34yrs ago Still ZERO Revenue. LOL Total joke no one is interested in their polymer tech. On my short list last year cashed out can't believe I get to play again"
X Link @blue_chip1 2025-09-30T23:07Z 4055 followers, 1418 engagements

"Delinquencies Much Higher (relative to Defaults)🚨 Why Lenders simply not willing to recognize Defaults Willing to Extend and Pretend $CVNA $CACC $KMC"
X Link @blue_chip1 2025-10-04T22:53Z 4056 followers, 3727 engagements

"Important to remember the Loan Servicer is Bridgecrest owned by Garcia Sr. Very likely the loans are ever worse under the cover $CVNA"
X Link @blue_chip1 2025-10-11T02:03Z 4055 followers, 1868 engagements

"OH. Sales Slow amid high inventories You don't say. $CVNA $KMX $CACC"
X Link @blue_chip1 2025-10-20T04:19Z 4055 followers, 1009 engagements

"2025 New Top XX Conviction shorts with 1yr target time frame: X. $LWLG X. $AEVA X. $JOBY X. $OKLO X. $MSTR X. $IONQ X. $AI X. $CRWV X. $AUR XX. $CVNA Short Thesis on each:"
X Link @blue_chip1 2025-09-30T23:07Z 4055 followers, 4596 engagements

"Used Cars continue to lose Value relative to their original MRSP. Still above Trend however. $CVNA $KMX $CACC"
X Link @blue_chip1 2025-10-04T22:50Z 4055 followers, XXX engagements

"Entering 2008 equivalent impact zone. We are for sure heading 4%. Beware $CVNA $KMX $CACC"
X Link @blue_chip1 2025-10-04T22:51Z 4055 followers, 3150 engagements

"Repos Exploding But Pandemic helped to retain values. hence reducing loses. Not for long And data stops in 2024. $CVNA $KMX $CACC"
X Link @blue_chip1 2025-10-04T22:56Z 4055 followers, 1701 engagements

"Used Car sales rolling over in 2H of Sep. $CVNA $KMX"
X Link @blue_chip1 2025-10-12T02:01Z 4055 followers, 2766 engagements

"Inventory levels increasing (new and used) = Lower prices coming. $CVNA $KMX"
X Link @blue_chip1 2025-10-12T02:02Z 4055 followers, 1942 engagements

"Wholesale prices falling faster than Retail Interesting. This means used car dealers are sitting on too much inventory. $CVNA $KMX"
X Link @blue_chip1 2025-10-20T04:25Z 4054 followers, 1213 engagements

"The Bubble explained"
X Link @blue_chip1 2025-10-20T04:48Z 4054 followers, 1105 engagements

creator/twitter::1216044611740717057/posts
/creator/twitter::1216044611740717057/posts