Sell CVNA by May 6, 2026.

I just published a deep-dive bearish analysis on Carvana ($CVNA) over at Abelian Analysis: ["Carvana: Subprime Auto in Prime Clothing"](https://abeliananalysis.com/posts/carvana-short-thesis/).The stock's ripped \~10,000% from the \~$4 lows, trading around $415–470 recently, but the underlying credit picture looks increasingly shaky. The core argument: Carvana has shifted heavily toward subprime-like lending practices while keeping headline metrics (avg FICO \~706) looking prime. This masks rising risk in their securitization-dependent model.Key pillars from the piece (all pulled from public SEC filings like 10-D servicer …