YoinkCapital

Analyzing your favorite companies

[YoinkCapital @YoinkCapital]

I will say, it’s nice to hear the bitcoin people shut up for once

[YoinkCapital @YoinkCapital]

@JessePeltan $CHINA 🤝 $CVNA collab

[YoinkCapital @YoinkCapital]

@YammerTime01 Hey you forgot $CVNA

[YoinkCapital @YoinkCapital]

13 straight up-days is wild, and momentum can absolutely keep pushing it higher for now. But a used-car site worth more than Ford + Kia + Subaru combined? We’ve seen this story.
It might run a bit longer, just stay cautious and don’t be the last one holding the bag or you might get Yoinked

$KMX $CVNA $F

[YoinkCapital @YoinkCapital]

this is insane.

Carvana’s market cap per vehicle sold just hit ~$55,000 in Q3 2025, up from $2,000 two years ago, while CarMax (actually-scaled used-car dealer) is sitting at ~$1,000-$1,800 per unit. That’s 30-35× more valuation for every car Carvana manages to move.

This isn’t growth pricing. This is 2021 meme-stock delirium.

[YoinkCapital @YoinkCapital]

Carvana – a company that literally just sells other people’s used cars – is now worth more than:

Ford
Hyundai
Porsche
Ferrari
Volkswagen
BMW
Mercedes

All of whom actually design, engineer, and manufacture millions of vehicles from scratch. Carvana doesn’t own factories.

Yet the market has decided a vending-machine car lot is worth more than century-old icons