6/30/25 - $cvna - Sizing up... again? tf lol

6/30/25 :: VROCKSTAR :: CVNA
Sizing up... again? tf lol

- "tf" is the theme of rn
- do stonks rumble higher w/ some garden variety pullbacks? yes, i think so
- but guys... there are some real terminal losers out there trading like they just discovered the cure for death
- if you like this one, perhaps you should consider tsla
- when i get this one (cvna) pitched... it's like when new-to-be-rekt-crypto-bros tell me "XRP is going to beat BTC". no it won't. and that's an incomplete thesis.
- cvna sells cars to poor people with bad credit and then off balance sheets this risk to other "parties" (some of which are related parties) and that train will run off the tracks, eventually. tomorrow? probably not.
- but as we round the corner into 2H, funds that own this (Like we saw w/ pltr on friday) will say "do i need as much cvna".
- ofc there will always be those who think they've got a winner
- but the market is smart.
- so just keep your head screwed on
- because this one is setting up nicely, again, on the short side

V