CVNA Carvana Co.

$CVNA Successful short sellers are zeroing in on companies that are completely dependent on private‑credit financing & Carvana is front and center on that target list. Michael Burry (The Big Short) is advising a new short biased fund & Unicus Research who is already openly bearish on Carvana is pointing straight at the spike in private‑credit defaults, tightening lender terms, and the brutal pressure those trends put on companies drowning in debt. Carvana’s entire model still leans on expensive private credit to stay alive & that combination of massive leverage, fragile financing & no escape route is exactly why short sellers see Carvana as one of the highest‑risk setups in the market.

$CVNA yep go long into a crumbling economy because maybe not a rate cut this month. Fckin tards. $NVDA $QQQ $SPY

$CVNA "Carvana stock is climbing as Jefferies reaffirmed its Buy rating and pointed to proprietary data showing September unit sales running about 40 percent higher, far above what Wall Street currently expects" (utter nonsense and fraud)

$CVNA KMX had to sacrifice GPU and interest average is at 12% demand still there but at what cost? When defaults hit hard and consumer gets heavy pressure demand will fall off a cliff. Could be the last good ER this scam can scam with.

$CVNA Guess what today is? It’s doomsday for this scam…. The day of reckoning is now upon this scam! Yes there’s news this morning and it’s big big big news! 📰

$CVNA NEW: Additional lawsuits against Mark Walter-linked insurers. According to the report, a lawsuit filed Monday is at least the third alleging that Walter-linked insurers misrepresented aspects of annuity investments. The litigation follows previously disclosed federal scrutiny concerning how affiliated investments were classified and reported. The lawsuits involve allegations against insurance businesses associated with Walter, including Delaware Life, Clear Spring and Gainbridge. The defendants dispute wrongdoing.

$CVNA this garbage dump of a scam company that preys on sub prime lending and misleading investors is worth more than double $NKE and even larger than $F The time will come for them soon I feel bad for their employees and mislead long term investors. Scam analysts and their banks will deserve the losses. $SPY

$CVNA who tf is really buying this? its x10 carmax and has way worse fundamentals, that makes zero sense

$CVNA Make no mistake they will pump this back over $60S with few shares like they did before to start the next round of dumping. 🥵 The last two days price action not only with FRAUDVANA but also the broader market including the chip & AI wants to tell you something. Some people will make lots of 💰💰💰

$CVNA good thing borrow rates are 0% .. guess i’ll be holding shares for years for it to go to $40 eventually opportunity cost worth it to see this POS finally surrender

$CVNA the average gross profit on a used car nationwide is 1500 to 3000 ! It drops to 600 to 800 after operating expenses including reconditioning! Reporting 7000 is crazy and not even close to reality! Going from 494 to 320 forgetting 5-1 split manipulation while making hundreds of millions off investors by claiming this and pumping bogus numbers should be investigated! This stock has no value at all! Used car lot has no resale value whatsoever!

$CVNA a zombie stock the tutes keep animating. Garbage company, institutional puppet show.

$CVNA trying to muster some strength off the KMX beat. Would have been double digits gain a few months ago but starting to see fatigue. The beginning of the end is here.

$CVNA What support? It's slicing through like butter. Literally in the top 10 worst stock on my watch list of several hundred. It may actually be over, and it deserves it.

$CVNA Something is cooking...my guess is that huge insider selling to be reported in the coming days with huge dumps.

$CVNA Stock analysts & investors focus on Carvana's unit growth while ignoring the engine that actually drives earnings: securitization. Remember, Carvana has changed its securitizations to heavy prime rates customers so they can report stellar loan performance to the market. Bridgecrest and Drivetime are now taking on more subprime customers & the tranches are getting more expensive to sell. Bridgecrest's expected cumulative loss assumptions increased from 27.0% to 28.5% in 2026 pools & the latest subprime ABS issuance required an astounding 63% credit enhancement to get the tranche sold. Higher bad debt assumptions lowers value assigned to loan receivables, more OC (over collateralization) traps more needed capital inside ABS stuctures & both reduce gain on sale economics. While bulls celebrate every car sold. I care more about the profitability of monetizing the paper after the sale, more costs to monetize = lower profits and margins

$CVNA 🚨— WALL STREET’S FAVORITE REALITY SHOW! 🚨 Wholesale prices fall? Bullish! Credit risks rise? Bullish! More debt? Nothing to see here! 😂 Apparently, every problem is a positive catalyst when you’re a CVNA bull. HYPE DOESN’T PAY THE BILLS. CASH FLOW DOES. What happens when used-car prices weaken, financing gets more expensive, borrowers struggle to pay, and inventory loses value? Eventually, the numbers must tell the story—not the cheerleaders on Stocktwits. How much optimism is already priced into a $70 BILLION company whose core business is selling used cars and financing customers with low credit scores? 📉 Keep the hype. I’ll watch price action, volume, debt, and actual fundamentals. FRAUDVANA? The market will decide. But a $70 billion valuation deserves real results—not excuses and promotional noise! 💸

$CVNA yahoo News just made a huge mistake by attempting to pump the stock saying in house financing is 85% of their business! Their portfolio is so bad that nobody wants it at any price

$CVNA Lower wholesale prices could allow Carvana to acquire vehicles more cheaply, potentially improving margins if retail selling prices remain relatively stable. suck it Pentium

$CVNA how come the bears aren’t jumping on the price cuts for Carvana? Strange. Oh, I know why. because the business itself isn’t flawed. They still have buy ratings if there was fraud or if the business was flawed, you would see sale ratings, but because of the environment we’re in, there’s a little bit of caution, nothing to do with the business. get fucked, Shorty’s