$CVNA - CHANOS: LOTS OF `RED FLAGS' WITH CARVANA, STILL SHORT STOCK *CARVANA EXTENDS DROP TO SESSION LOW 11%

兄弟们，找到了熟悉的感觉 隆重介绍当下北美最火的cult stock $OPEN 基本面： Open是美国最大的在线房地产交易平台 业务模式： 用户输入自己的房屋信息—> Open大数据算出房屋价值—>用户接受—>落槌成交 历史： Opendoor曾因为市场高利率和管理不善等问题一度濒临破产，股价最低跌至$0.5 后来经过管理层的变动和AI战略转型 今年Q2营收16亿美金 YES！它又起死回生了 现状： 在带头大哥 @ericjackson （视频中这位）带领下，北美散户们蜂拥而至，如今 $OPEN 已经成了Reddit上讨论热度最高的meme stock 散户们坚信 $OPEN 会成为2025年降息周期后的游戏驿站或Carvana 游戏驿站大家都非常熟悉就不介绍了Carvana这家公司是一个二手车销售平台，股票 $CVNA 过去两年涨了100多倍。 至于 $OPEN 会不会复刻当年的游戏驿站 我发现了几个非常相似的地方： 1. 在英文股票讨论区热度持续第一 2. 社区有影响力的带头大哥 3. 非常高的空头比例，容易出现逼空行情 4. 新任CEO增持股票向散户表忠心 5. 降息大背景下房贷利率下降利好基本面 6. 刚刚经历过起死回生，市场信心大增 7. 散户自发性抱团，这是我认为最难得、可遇不可求，也是最核心的一点 目前Open Army大军们已经把目标价喊到了$82，今日股价 $6.65 投资有风险 or 富贵险中求 插播一条广告：买 $OPEN 上麦通

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From mid March buy ranges $TSLA up 50% (running and active ) $MSTR up 75% (taken profits) $COIN up 42% (taken profits ) $MARA up 69% ( running and active ) $QUBT up 100% ( running and active) $CVNA up 48% (taken profits) $GME up 27% (running and active ) 🤌🏼🤌🏼🤌🏼

Carvana, $CVNA, earnings: - Revenue: $4.23 billion, est: $4 billion - EPS: $1.51, est: $0.65

$coin is up 42% from the bottom $tsla 30% $mstr - 58% 🤌🏼

$TQQQ - 9% $GME - 12% $COIN-8% $CVNA-4% 🤌🏼🤌🏼🤌🏼

QUICK MARKET SUMMARY: Consumer 🔸 Carvana ( $CVNA) upgraded to Overweight at Morgan Stanley; PT raised to $280 from $260. 🔸 Cintas ( $CTAS) ended talks to buy UniFirst (UNF) for $275/share. 🔸 KB Home ( $KBH) Q1 miss: revenue down 5%, net income down 21%, lowers FY25 outlook; appoints Robert Dillard as CFO. 🔸 McCormick ( $MKC) Q1 EPS $0.60 (vs. $0.64 est.), reaffirms FY25 guidance. 🔸 Smithfield Foods sees higher annual sales and profit. 🔸 Tesla ( $TSLA) European market share down sharply; YTD sales -42.6%. Energy, Industrials & Materials 🔸 American Electric ( $AEP) announces $2B stock offering. 🔸 Bunge ( $BG) selling European margarine business to Vandemoortele. 🔸 Canadian Solar ( $CSIQ) Q4 EPS loss (-$1.47) vs. (-$0.24) est.; record storage shipments. 🔸 Enerpac ( $EPAC) Q2 EPS $0.38 (vs. $0.40 est.), maintains guidance. 🔸 EOG Resources ( $EOG) downgraded to Neutral at Mizuho; PT cut to $140. 🔸 Oklo ( $OKLO) FY24 EPS loss (-$0.74); first Aurora deployment expected late 2027. 🔸 Parsons ( $PSN) approves $250M share buyback. 🔸 TechnipFMC ( $FTI) wins $500M–$1B EPC contract from Equinor. Healthcare 🔸 Aura Biosciences ( $AURA) FY loss ($96M); cash runway into 2H26. 🔸 Beyond Air ( $XAIR) secures $2M for autism therapy development. 🔸 Merck ( $MRK) signs $200M licensing deal for Lp(a) inhibitor, potential $1.77B in milestones. 🔸 Neurogene ( $NGNE) FY loss ($82.6M); files $300M shelf offering; cash runway into 2H27. Tech, Media & Telecom 🔸 Alibaba ( $BABA) to restart hiring; Chairman Tsai warns of potential AI bubble. 🔸 Cloudflare ( $NET) double-upgraded to Buy at BofA; PT raised to $160. 🔸 India plans to scrap 6% digital ad tax, easing pressure on U.S. tech firms. 🔸 Crown Castle ( $CCI) appoints interim CEO Daniel Schlanger; reaffirms guidance. 🔸 Volkswagen ( $cVOWGY) partners with Valeo and Mobileye for advanced driver-assistance systems.

Analyst Price Target Updates: 🔻 Cuts: 🔸 $ACVA: Jefferies $25 ($27), Needham $25 ($28) 🔸 $ALB: Piper Sandler $85 ($90) 🔸 $AMGN: Bernstein $350 ($380) 🔸 $CE: Jefferies $55 ($70), JPM $54 ($92), RBC $56 ($84), Downgraded to Sector Perform 🔸 $ETSY: BTIG $60 ($65), Canaccord $76 ($105), Guggenheim $70 ($80) 🔸 $EXAS: Jefferies $80 ($85), Leerink $85 ($95) 🔸 $WST: Jefferies $240 ($393) 🔸 $WING: Benchmark $325, Bernstein $330 ($380), Jefferies $270 ($280), TD Cowen $305 ($365) 🔸 $ZTS: Jefferies $190 ($200) 🔺 Raises: 🔸 $AMPL: Baird $17 ($12), Outperform; Piper Sandler $17 ($15) 🔸 $ADI: JPM $300 ($280), Oppenheimer $270 ($245), Piper Sandler $240 ($220), TD Cowen $280 ($260) 🔸 $AIZ: KBW $230 ($212), Upgraded to Outperform 🔸 $AXSM: H.C. Wainwright $200 ($190) 🔸 $BELFA: Needham $100 ($95) 🔸 $BMRN: Scotiabank $80 ($78) 🔸 $CVNA: D.A. Davidson $260 ($220), Jefferies $265 ($225), Needham $340 ($330), RBC $320 ($280) 🔸 $CRL: JPM $165 ($175) 🔸 $CAKE: Citigroup $67 ($66), Jefferies $63 ($58) 🔸 $CWAN: Piper Sandler $36 ($28), Upgraded to Overweight 🔸 $CVS: Bernstein $71 ($52) 🔸 $DVN: Bernstein $48 ($50), JPM $48 ($45) 🔸 $EQT: JPM $58 ($53) 🔸 $GTLB: Wells Fargo $85 ($80) 🔸 $IFF: Citigroup $99 ($100) 🔸 $KVYO: Barclays $51 ($47), Benchmark $54 ($51), Needham $56 ($46), Piper Sandler $53 ($50) 🔸 $LRCX: Susquehanna $125 ($75), Upgraded to Positive 🔸 $MTDR: JPM $76 ($75) 🔸 $RBA: CIBC $116 ($108) 🔸 $RELY: JPM $30 ($21) 🔸 $ROKU: Jefferies $100 ($55), Upgraded to Hold 🔸 $TOST: JPM $42 ($36), KBW $42 ($40) 🔸 $TNL: Jefferies $70 ($62) 🔸 $VRTX: RBC $408 ($407) 🆕 Coverage Initiations: 🔸 $SEI: Piper Sandler Overweight, PT $37 🔸 $ORA: Jefferies Buy (from Hold), PT $78 ($73)

Carvana, $CVNA, earnings: - Revenue: $3.54 billion, est: $3.34 billion - EPS: $0.56, est: $0.25

誰也錯過了 $CVNA ？😭 太早賣了，FML

Carvana ($CVNA) is up 62x from bottom 2 years ago

Carvana $CVNA looks like prime candidate for short squeeze - Down 98% from top - 50%+ short interest - Capitulatory candles and rounded bottom + recent reclaims - Equities and retail flow coming back strong If WSB gets ahold of this does it pull a $GME? @WSBChairman