Not CVNA directly, but one of the first posts mentioned KMX as being the dominant competitor. Grant’s recently did a convincing reasoning for shorting KMX, I like to think any macro reasons would extend to CVNA.
Link to that report? Either way, while basically the same business (albeit you can't shop KMX in your "cubby pants"), its a completely different stock. Fundamentals don't really matter at this point regarding CVNA. Imo its still heading north. I suspect some upgrades will hit the wires soon.