Short $CVNA going into Monday earnings.
Carmax just hit 52w low citing weak sales and higher loan losses. Car prices, insurance & repairs are up due to tariffs. Delinquencies are rising. The CEO also sold $3M of stock on 9/24.
This chart would also make a perfect double top..
$ENVX with $300m convertible note raise. Why? They already have cash & just raised via warrants.
Buyer taking this on at a price of $11.21 a share. That’s a notable premium. Why?
“Acquisition” is mentioned 5 times in the press release. Raj has orders and preparing to scale.
$ENVX Enovix with a series of positive releases overnight.
“At 900–Watt-hours-per-liter, their battery almost doubles current lithium battery products on the market, which means a cell phones can stay powered on almost double what people are used to.”
medium.com/@solarking/eno……
$RUN is the largest residential solar provider in the USA (10% mkt share).
LEAPS go out to January 2027 - this might be on the precipice of a huge multi-year run. USA is lagging in solar and needs to catch up to peers.
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