TMTB: CVNA EBITDA inflection; DKNG ug at Barclays; 3p Roundup (AMZN, CPNG, LYFT/UBER, EBAY, SNOW); DELL ISI catalyst pick; RIVN dbl dg at UBS; NIO dg at JPM; BKNG SQ INTU EPS Recaps; LUNR landing

CVNA +28%: Better than expected EBTIDA guide drives inflection/goldilocks thesis

I wrote my thoughts on the call/report from yesterday here — stock up another 10% over night. Hard not to take some off the table after this move (stock +50% since we first called it out). Stock is usually pretty volatile early post-earnings so heads up... Overall, my thoug…