CVNA

InverseTheReverse

TSLA & CVNA are talked about plenty

No_Feeling920

Damn, those contracts are expensive. 73% IV. Even CVNA puts are cheaper (60%).

pickledough

CVNA $100 EOY after 10 to 1 split.

oncwonk

$CVNA calls it is!

I_am_Nerman

This has to hit CVNA

1moreloser

CVNA is that turd that will not flush

BadBoyBilbo

Fucking CVNA. I just know this piece of shit is gonna rip right back to where it opened. Fuck CVNA. All my homies hate CVNA.

BadBoyBilbo

Lemme say it again for my Gs in the back. FUCK CVNA. ALL MY HOMIES HATE CVNA.

BadBoyBilbo

Fuck CVNA. All my homies hate CVNA.

Antaxas

I'm just letting you know that CVNA is by far the bigger scam here. They got a short report by Hindenburg a year ago and it took the SEC 6 months to issue subpoenas. Today, CVNA still hasn't gotten any legal liability from these. With this i just want to say that even if you found legit financial misstatements, it can take ages for them to actually trigger legal consequences for the company. The play may be legit, the timing is regarded though. God Speed!

CornMonkey-Original

been dying to go short on $CVNA. . . it will be soon.

ShotBandicoot7

So everything basically goes down except CVNA happily memes up again.

Bodie_Broadus_

CVNA calls are too easy.

jqgrafix

I’ve been shorting CVNA with long puts expiring 3/20/26 since last November. Currently down 81% (-$1,200) but my average cost is 22 cents now since I’ve been averaging into my position for like 3 months.

trumpdiego

every stock but CVNA going down tomorrow

MuchSignature742

CVNA

GemmyBoy999

Someone actually fell for CVNA lmao, I still remember seeing a post a few days ago asking which stock was the biggest scam and 50% of the comments were CVNA. [You must've missed this.](https://www.reddit.com/r/wallstreetbets/comments/1qa6zr3/comment/nz0oasx/?context=3)

TheRealArmament

Wait how are you down on CVNA if it’s been running up

nebgy

My CVNA puts are COOKED. Holding down 40%. TOMORROW WE GET SOME BACK

Choice_Initiative708

CVNA 🤑🤑🤑🤑

Interesting-Rub4482

Silly me. Had I just invested in safe haven CVNA years ago, I’d be rich now

The_real_Covfefe-19

SPX might be down but CVNA ain't! CVNA to the moon!

nebgy

Ofc CVNA is green. Smh

infinit9

CVNA is another stock that defies all logic.

isospeedrix

same, not my proudest short but i dont fkin care, if there's one stock that i refuse to give up shorting it's fukin CVNA i will die on this hill yes i hate money (in this instance) I DONT CARE

Marko-2091

Another one bites the dust with CVNA

PowerDreamer2493

CVNa will pump to destroy recent retail put buyers trying to time tops, all in CVNA calls

ShotBandicoot7

TSLA, CVNA, OPEN. Holy meme stocks!

PowerDreamer2493

My CVNA 500Cs are dying, please pump

Puzzleheaded_Bus6863

Okay, i am gonna chicken out in CVNA puts.. Next play is nuclear calls 🤝🏻

wiisports101

I made 20 thousand off of my long dated CVNA puts lol sndk was because I did odte

BadBoyBilbo

All my homies hate CVNA. !banbet CVNA $450 79h

ThatBaseball7433

Is today the day CVNA returns to some sanity?

frogboyjr

uh so I was told CVNA is a fraud company. When does it start drilling

Samjabr

You forgot CVNA & 🍖

Zetice

you know what they say.. WSB thinks CVNA will go down, so i bought LEAPs.

Puzzleheaded_Bus6863

If CVNA goes red EOD, i bet we see 430 by Friday

macdryshaving

CVNA please fuckin die in a fire

PowerDreamer2493

Buying any CVNA puts at $470 is free money, right?..Right?

Puzzleheaded_Bus6863

Finally time for weekly puts on CVNA

I_am_Nerman

Lol check out CVNA

PowerDreamer2493

Anyone else still buying CVNA puts or just me

NeighborhoodDry1821

Wait for XLY to run out of steam before hammering CVNA puts tards

stock_dude9

Triple top on CVNA, yikes

I_am_Nerman

My CVNA puts might be cooked chat

stock_dude9

My honest question is, who in the right fuckin mind is buying CVNA at $470???

nebgy

CVNA is fully pissing me off :/

cotkirk310

CVNA “Enron / Ponzi-Style Risk Pattern” Thread (Source-Linked) 1️⃣ Enron collapses always share the same DNA: complexity, related-party economics, aggressive accounting optics, and absolute dependence on continuous financing. Enron reference (DOJ summary): https://www.justice.gov/archive/enron/ 2️⃣ Carvana has disclosed extensive ongoing related-party transactions with DriveTime (Garcia family entity) that materially affect revenue, inventory, commissions, warranties, profit-sharing, servicing fees, and payables. Source (CVNA 2024 10-K – SEC): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 3️⃣ These include: • Wholesale vehicle sales • Retail inventory purchases • Warranty & VSC commission sharing • Servicing/admin fees • Profit-sharing agreements • Related-party payables & tax receivable obligations (Source: same 10-K above) 4️⃣ This matters because related-party pricing is not arm’s-length — small contractual changes can materially swing reported gross profit and EBITDA. SEC guidance on related-party risk: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_relatedparty 5️⃣ Carvana’s entire retail model is dependent on warehouse lending & securitization facilities to fund finance receivables. Source (CVNA 10-Q, June 2024 – SEC): https://www.sec.gov/ixviewer/documents/2024-08-07/cvna-20240630x10q.htm 6️⃣ This creates a classic Ponzi-style structural risk: when funding tightens, originations fall, margins compress, liquidity spirals — equity collapses after credit confidence breaks. General forensic finance principle (IMF): https://www.imf.org/external/pubs/ft/gfsr/ 7️⃣ Carvana already had to restructure its capital stack in 2023, exchanging over 96% of its unsecured bonds into newly issued secured debt. Company filing: https://investors.carvana.com/news-releases/2023/08-31-2023-141011765 8️⃣ Debt exchanges of that scale are widely recognized as distress repair events — often a precursor to deeper restructuring cycles. Academic reference: https://www.jstor.org/stable/40985723 9️⃣ Carvana’s accounting is highly sensitive to inventory pricing, reconditioning costs, warranty reserves, and GPU assumptions. Source (MD&A, CVNA 10-K): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 🔟 Short sellers and class-action plaintiffs have already alleged inflated economics and undisclosed fragility (allegations — not findings). Hindenburg (Jan 2025): https://hindenburgresearch.com/carvana/ 1️⃣1️⃣ Carvana joined the S&P 500 in December 2025, forcing passive funds to buy it regardless of fundamentals. S&P Dow Jones: https://press.spglobal.com/2025-12-05-CRH%2C-Carvana-and-Comfort-Systems-USA-Set-to-Join-S-P-500-Others-to-Join-S-P-MidCap-400-and-S-P-SmallCap-600 1️⃣2️⃣ Index math: CVNA ≈ $94B market cap vs S&P ≈ $58T → ~0.16% index weight. Sources: https://stockanalysis.com/stocks/cvna/market-cap/ https://www.slickcharts.com/sp500/marketcap 1️⃣3️⃣ A 50% CVNA crash would mechanically shave ~0.08% off the S&P, but the real risk is second-order contagion through consumer ABS, subprime auto credit, and leveraged growth equity repricing. 1️⃣4️⃣ This is exactly how Enron’s collapse spread — not through index weight, but through counterparty trust collapse and credit repricing. Federal Reserve history: https://www.federalreservehistory.org/essays/enron 1️⃣5️⃣ Bottom line: CVNA doesn’t need hidden SPEs to behave like an Enron-style failure. Complexity + related-party economics + financing dependence = the same structural collapse profile.

cotkirk310

CVNA “Enron / Ponzi-Style Risk Pattern” Thread (Source-Linked) 1️⃣ Enron collapses always share the same DNA: complexity, related-party economics, aggressive accounting optics, and absolute dependence on continuous financing. Enron reference (DOJ summary): https://www.justice.gov/archive/enron/ 2️⃣ Carvana has disclosed extensive ongoing related-party transactions with DriveTime (Garcia family entity) that materially affect revenue, inventory, commissions, warranties, profit-sharing, servicing fees, and payables. Source (CVNA 2024 10-K – SEC): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 3️⃣ These include: • Wholesale vehicle sales • Retail inventory purchases • Warranty & VSC commission sharing • Servicing/admin fees • Profit-sharing agreements • Related-party payables & tax receivable obligations (Source: same 10-K above) 4️⃣ This matters because related-party pricing is not arm’s-length — small contractual changes can materially swing reported gross profit and EBITDA. SEC guidance on related-party risk: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_relatedparty 5️⃣ Carvana’s entire retail model is dependent on warehouse lending & securitization facilities to fund finance receivables. Source (CVNA 10-Q, June 2024 – SEC): https://www.sec.gov/ixviewer/documents/2024-08-07/cvna-20240630x10q.htm 6️⃣ This creates a classic Ponzi-style structural risk: when funding tightens, originations fall, margins compress, liquidity spirals — equity collapses after credit confidence breaks. General forensic finance principle (IMF): https://www.imf.org/external/pubs/ft/gfsr/ 7️⃣ Carvana already had to restructure its capital stack in 2023, exchanging over 96% of its unsecured bonds into newly issued secured debt. Company filing: https://investors.carvana.com/news-releases/2023/08-31-2023-141011765 8️⃣ Debt exchanges of that scale are widely recognized as distress repair events — often a precursor to deeper restructuring cycles. Academic reference: https://www.jstor.org/stable/40985723 9️⃣ Carvana’s accounting is highly sensitive to inventory pricing, reconditioning costs, warranty reserves, and GPU assumptions. Source (MD&A, CVNA 10-K): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 🔟 Short sellers and class-action plaintiffs have already alleged inflated economics and undisclosed fragility (allegations — not findings). Hindenburg (Jan 2025): https://hindenburgresearch.com/carvana/ 1️⃣1️⃣ Carvana joined the S&P 500 in December 2025, forcing passive funds to buy it regardless of fundamentals. S&P Dow Jones: https://press.spglobal.com/2025-12-05-CRH%2C-Carvana-and-Comfort-Systems-USA-Set-to-Join-S-P-500-Others-to-Join-S-P-MidCap-400-and-S-P-SmallCap-600 1️⃣2️⃣ Index math: CVNA ≈ $94B market cap vs S&P ≈ $58T → ~0.16% index weight. Sources: https://stockanalysis.com/stocks/cvna/market-cap/ https://www.slickcharts.com/sp500/marketcap 1️⃣3️⃣ A 50% CVNA crash would mechanically shave ~0.08% off the S&P, but the real risk is second-order contagion through consumer ABS, subprime auto credit, and leveraged growth equity repricing. 1️⃣4️⃣ This is exactly how Enron’s collapse spread — not through index weight, but through counterparty trust collapse and credit repricing. Federal Reserve history: https://www.federalreservehistory.org/essays/enron 1️⃣5️⃣ Bottom line: CVNA doesn’t need hidden SPEs to behave like an Enron-style failure. Complexity + related-party economics + financing dependence = the same structural collapse profile.

cotkirk310

CVNA “Enron / Ponzi-Style Risk Pattern” Thread (Source-Linked) 1️⃣ Enron collapses always share the same DNA: complexity, related-party economics, aggressive accounting optics, and absolute dependence on continuous financing. Enron reference (DOJ summary): https://www.justice.gov/archive/enron/ 2️⃣ Carvana has disclosed extensive ongoing related-party transactions with DriveTime (Garcia family entity) that materially affect revenue, inventory, commissions, warranties, profit-sharing, servicing fees, and payables. Source (CVNA 2024 10-K – SEC): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 3️⃣ These include: • Wholesale vehicle sales • Retail inventory purchases • Warranty & VSC commission sharing • Servicing/admin fees • Profit-sharing agreements • Related-party payables & tax receivable obligations (Source: same 10-K above) 4️⃣ This matters because related-party pricing is not arm’s-length — small contractual changes can materially swing reported gross profit and EBITDA. SEC guidance on related-party risk: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_relatedparty 5️⃣ Carvana’s entire retail model is dependent on warehouse lending & securitization facilities to fund finance receivables. Source (CVNA 10-Q, June 2024 – SEC): https://www.sec.gov/ixviewer/documents/2024-08-07/cvna-20240630x10q.htm 6️⃣ This creates a classic Ponzi-style structural risk: when funding tightens, originations fall, margins compress, liquidity spirals — equity collapses after credit confidence breaks. General forensic finance principle (IMF): https://www.imf.org/external/pubs/ft/gfsr/ 7️⃣ Carvana already had to restructure its capital stack in 2023, exchanging over 96% of its unsecured bonds into newly issued secured debt. Company filing: https://investors.carvana.com/news-releases/2023/08-31-2023-141011765 8️⃣ Debt exchanges of that scale are widely recognized as distress repair events — often a precursor to deeper restructuring cycles. Academic reference: https://www.jstor.org/stable/40985723 9️⃣ Carvana’s accounting is highly sensitive to inventory pricing, reconditioning costs, warranty reserves, and GPU assumptions. Source (MD&A, CVNA 10-K): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 🔟 Short sellers and class-action plaintiffs have already alleged inflated economics and undisclosed fragility (allegations — not findings). Hindenburg (Jan 2025): https://hindenburgresearch.com/carvana/ 1️⃣1️⃣ Carvana joined the S&P 500 in December 2025, forcing passive funds to buy it regardless of fundamentals. S&P Dow Jones: https://press.spglobal.com/2025-12-05-CRH%2C-Carvana-and-Comfort-Systems-USA-Set-to-Join-S-P-500-Others-to-Join-S-P-MidCap-400-and-S-P-SmallCap-600 1️⃣2️⃣ Index math: CVNA ≈ $94B market cap vs S&P ≈ $58T → ~0.16% index weight. Sources: https://stockanalysis.com/stocks/cvna/market-cap/ https://www.slickcharts.com/sp500/marketcap 1️⃣3️⃣ A 50% CVNA crash would mechanically shave ~0.08% off the S&P, but the real risk is second-order contagion through consumer ABS, subprime auto credit, and leveraged growth equity repricing. 1️⃣4️⃣ This is exactly how Enron’s collapse spread — not through index weight, but through counterparty trust collapse and credit repricing. Federal Reserve history: https://www.federalreservehistory.org/essays/enron 1️⃣5️⃣ Bottom line: CVNA doesn’t need hidden SPEs to behave like an Enron-style failure. Complexity + related-party economics + financing dependence = the same structural collapse profile.

cotkirk310

CVNA “Enron / Ponzi-Style Risk Pattern” Thread (Source-Linked) 1️⃣ Enron collapses always share the same DNA: complexity, related-party economics, aggressive accounting optics, and absolute dependence on continuous financing. Enron reference (DOJ summary): https://www.justice.gov/archive/enron/ 2️⃣ Carvana has disclosed extensive ongoing related-party transactions with DriveTime (Garcia family entity) that materially affect revenue, inventory, commissions, warranties, profit-sharing, servicing fees, and payables. Source (CVNA 2024 10-K – SEC): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 3️⃣ These include: • Wholesale vehicle sales • Retail inventory purchases • Warranty & VSC commission sharing • Servicing/admin fees • Profit-sharing agreements • Related-party payables & tax receivable obligations (Source: same 10-K above) 4️⃣ This matters because related-party pricing is not arm’s-length — small contractual changes can materially swing reported gross profit and EBITDA. SEC guidance on related-party risk: https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_relatedparty 5️⃣ Carvana’s entire retail model is dependent on warehouse lending & securitization facilities to fund finance receivables. Source (CVNA 10-Q, June 2024 – SEC): https://www.sec.gov/ixviewer/documents/2024-08-07/cvna-20240630x10q.htm 6️⃣ This creates a classic Ponzi-style structural risk: when funding tightens, originations fall, margins compress, liquidity spirals — equity collapses after credit confidence breaks. General forensic finance principle (IMF): https://www.imf.org/external/pubs/ft/gfsr/ 7️⃣ Carvana already had to restructure its capital stack in 2023, exchanging over 96% of its unsecured bonds into newly issued secured debt. Company filing: https://investors.carvana.com/news-releases/2023/08-31-2023-141011765 8️⃣ Debt exchanges of that scale are widely recognized as distress repair events — often a precursor to deeper restructuring cycles. Academic reference: https://www.jstor.org/stable/40985723 9️⃣ Carvana’s accounting is highly sensitive to inventory pricing, reconditioning costs, warranty reserves, and GPU assumptions. Source (MD&A, CVNA 10-K): https://www.sec.gov/ixviewer/documents/2025-02-20/cvna-20241231x10k.htm 🔟 Short sellers and class-action plaintiffs have already alleged inflated economics and undisclosed fragility (allegations — not findings). Hindenburg (Jan 2025): https://hindenburgresearch.com/carvana/ 1️⃣1️⃣ Carvana joined the S&P 500 in December 2025, forcing passive funds to buy it regardless of fundamentals. S&P Dow Jones: https://press.spglobal.com/2025-12-05-CRH%2C-Carvana-and-Comfort-Systems-USA-Set-to-Join-S-P-500-Others-to-Join-S-P-MidCap-400-and-S-P-SmallCap-600 1️⃣2️⃣ Index math: CVNA ≈ $94B market cap vs S&P ≈ $58T → ~0.16% index weight. Sources: https://stockanalysis.com/stocks/cvna/market-cap/ https://www.slickcharts.com/sp500/marketcap 1️⃣3️⃣ A 50% CVNA crash would mechanically shave ~0.08% off the S&P, but the real risk is second-order contagion through consumer ABS, subprime auto credit, and leveraged growth equity repricing. 1️⃣4️⃣ This is exactly how Enron’s collapse spread — not through index weight, but through counterparty trust collapse and credit repricing. Federal Reserve history: https://www.federalreservehistory.org/essays/enron 1️⃣5️⃣ Bottom line: CVNA doesn’t need hidden SPEs to behave like an Enron-style failure. Complexity + related-party economics + financing dependence = the same structural collapse profile.

gatovision

CVNA always continuing with its BS. SPY gave it a free pass. Their Biz must be booming

ShotBandicoot7

Seriously, when will CVNA fold?

Boston-Bets

CVNA POS back above $460. Glad I sold all my PUTS when it was like $440. I still think that it will go down below $400, just not sure when.

ThatBaseball7433

CVNA is far worse than Tesla.

A55BAG

I wonder who are the regards pumping this. I never see CVNA pitched in wsb or twitter.

ThatBaseball7433

CVNA holding strong in pre market. Better than gold.

CriticalBlackberry90

My prediction: TSLA green, CVNA green asf, everything else blood red

CriticalBlackberry90

TSLA and RKLB are the two biggest fraud stocks in the market, CVNA in 3rd place.

Happy-Champion1661

see? prefutes were right, SPY drilling, market crashing sell everything and buy classic safe heavens like CVNA / TSLA

Paul_Robert_

Plottwist: you're singlehandedly responsible for crashing CVNA 💀

hallett21

I mean fuck it. CVNA calls

wiisports101

Short CVNA and the banks handing out free loans

Un_ntelligent

$CVNA

FollowingFast9459

CVNA , used car market is fucked. Hella repos coming in and people are upside on their cars and dumping them for cheaper cars with better financing. The car market is about to have its 08 moment. Compare CarMax and Carvana price charts. How has a legacy car player like CarMax been hit so bad yet Carvana is killing it? Books are cooked that company is going bankrupt this year

Longjumping_Cookie68

$CVNA

KilaManCaro

I think the world will find peace again, once Tesla, CVNA and palantir crash

Clyde3221

after reading the comments, CVNA calls it is

ShipwreckedTrex

CVNA. Cooked books. High PE. Insider selling.

Calm-Television5780

every other day some retard on here does DD on shorting CVNA, guess where they are now…..behind Wendys

BadBoyBilbo

CVNA That scam is gonna repeat its 2021 run. https://hindenburgresearch.com/carvana/

The_real_Covfefe-19

CVNA hummin'. It's going to have a hell of a year. If ya invest now, you might finally beat the market. 

toydan

$CVNA calls

Oblivious-Speculator

Im so fkd with CVNA 💩💩💩

Oblivious-Speculator

All my gains r being destroyed by bein a CVNA ber 💩

ListerineInMyPeehole

certainly not any where close to stuff like CVNA

Cockballzz

Cockballz Research update it's profit target of CVNA from $197 to $183 The recommendation remains at sell

wiisports101

Just got asts, CVNA, IWM & tsla puts bulls are welcome if we soar past ath today

nebgy

!banbet CVNA 365 18d

isospeedrix

I got rekt. Reddit calls, INTC CVNA SNDK puts all obliterated

solidsneeze

CVNA is a long term hold in your retirement

BadBoyBilbo

I have a confession to make. I am super bearish on CVNA, but I bought calls yesterday afternoon because bulls kept blowing up my puts. Welp. Those scammers did it again. My 450cs went from 1.79 at close to 13.50 by the time I sold. Tidy ~$5k. Now I’m betting their bullshit has hit its limit, so I’m back with some 0dte 460ps. Wish me luck, regards.

ThatChrisGuy7

CVNA begging to be shorted.

Helpful-Advice-1216

LUMN just completed a huge debt restructuring combined with an upcoming debt pay down in the first quarter and last week someone on ST board mentioned the CVNA example 🤔

MutaliskGluon

Yeah when a company trades on nothing related to fundamentals in the slightest theres no way to time a short. But when the market starts caring about fundamentals again, the stocks like OKLO IONQ CVNA are all gonna get 90% haircuts

DARTHxNIHILUS

I've been watching it and I'm amazed at the level of bullshit. I don't touch Tesla up or down on principle and CVNA is trading on vibes despite the BS, just like Tesla. I'm still holding those long dated puts but I don't think I'm going to poke this turd again. I'm up 40% on trading silver mean reversion though so 🤷 👌

nebgy

!banbet CVNA $365 15d

Pretty_Dragonfly_716

My bad. CVNA but I’m sure you knew that. Thumbs getting fatter by the year 😂

Annual_Return5286

Would just be paper trading for now- my real portfolio is 100% leveraged reddit and 1 CVNA put $430 exp 6/1

Kind-Recognition4528

What can I short tomorrow? CVNA?

Ok_Cry7572

Option flow: 1300x $CVNA 430P 1/9exp $320k 1dte lol?

trumpdiego

Wow CVNA is tanking, what a generational opportunity to buy calls.

BagHoldersOfAmerica

Petition to replace CVNA with SOFI

pickledough

Too much red on the board. Lets get some green tickers up, like CVNA.

OCedHrt

That is what OP is claimkng. CVNA sells product to a private company at supposedly above market rates ao they have high margins. The stock sale is used to either fund the purchases (because the stock gains are greater than the margin difference), or to offset the loss in equity in the private company (it's private so they don't need to publish their accounting or debt).

lipmanz

CVNA is the scam that couldn’t be shorted…

BadBoyBilbo

I am asking CVNA to pleas dump again 🙏

himaalayan

CVNA keeping spy up 😭

ShotBandicoot7

Anyone in CVNA shorts?

ShotBandicoot7

Is CVNA shortsqueeezing or what??