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Ca$htag$: KMX Rebound Faces Reality as It Battles CVNA

9 min16 juni 2026

LikeFolio's Landon Swan says CarMax (KMX) is regaining momentum, with demand data showing a 20% year-over-year jump and positioning the company back in the fight with Carvana (CVNA). He expects solid earnings ahead, but argues much of that strength is already priced into the stock, limiting near-term upside.


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