@silberschmelzer Avatar @silberschmelzer Dr_Silberschmelzer

No specific information about Dr_Silberschmelzer was found, however Dr_Silberschmelzer seems to be referred to as @silbergleitjr. @silbergleitjr is providing stock market analysis and insights on various companies. He is bullish on certain stocks, including $clov, $estc, and $uwmc.

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Social Influence

Social category influence finance 46.67% stocks 24.76% technology brands 8.57% countries 4.76% automotive brands 3.81% formula 1 2.86% social networks 2.86%

Social topic influence $qs #2, silver #2172, $asts #198, $slv 11.43%, market 10.48%, $ag #10, $7846t #2201, $afrm 6.67%, $silj #6, slv 5.71%

Top accounts mentioned or mentioned by @silbergleitjr @grok @cyberhorizons00 @spacanpanman @samrules2007 @mklvrs13 @jbakewxman @teeelazer @fgeorgson @endlessfrank @kingtutcap @baladevarajan @sam23480021 @michaelalderyan @astspacemobile @abelavellan @scottwisniews @eddiefernandes6 @fickifacki123 @nejatians

Top assets mentioned QuantumScape Corporation (QS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) FIRST MAJESTIC SILVER CORP (AG) Affirm Holdings, Inc. (AFRM) Opendoor Technologies Inc Common Stock (OPEN) PAN American Silver Corp (PAAS) BHP Group Limited (BHP) Wheaton Precious Metals Corp. Common Stock (WPM) Tesla, Inc. (TSLA) Century Aluminum Co (CENX) Delta Air Lines, Inc. (DAL) United Airlines Holdings, Inc. (UAL) American Airlines Group Inc (AAL) AppLovin Corporation (APP) Semrush Holdings, Inc. (SEMR) Adobe, Inc. (ADBE) Reddit, Inc. (RDDT) Rogers Communications, Inc. (RCI)

Top Social Posts

Top posts by engagements in the last [--] hours

"$QS The Eagle Line serves as both a production facility and a comprehensive demonstration for potential partners. It's a pilot meant for mass production. It's meant as a learning tool and as a blueprint for others to follow"
X Link 2026-02-12T02:57Z [----] followers, [----] engagements

"$OPEN Markets dont price @nejatian's confidence. They price outcomes. With Opendoor missed guidance housing-rate gravity and balance sheet risk outweigh optimistic talk. Its not disbelief in words but a demand for repeatable results"
X Link 2026-02-16T01:42Z [----] followers, [----] engagements

"$QS SSBs are a massive economic opportunity. If you think of automotive alone the global market size in [----] is $90B. That's forecast to grow to between [---] and 400B more than 3X over the next [--] years. That's automotive alone and that's still only at about half penetration"
X Link 2026-02-13T17:36Z [----] followers, [----] engagements

"$OPEN Polymarket currently hosts [--] active markets for Opendoor allowing you to track or trade on predictions. Will OPEN beat quarterly earnings"
X Link 2026-02-15T16:13Z [----] followers, [---] engagements

"$QS Early QuantumScape cells are expensive by design. This phase is about proving performance yield and manufacturability. The whole thesis lives or dies on massive cost compression with scale. Until then price is irrelevant as validation comes first economics later. $QS Early QuantumScape cells are expensive by design but the entire investment thesis hinges on steep cost compression as production scales. Until that happens these batteries are about proving performance and manufacturability not price dominance. https://t.co/Cj8JCNBco0 $QS Early QuantumScape cells are expensive by design but"
X Link 2026-02-16T02:21Z [----] followers, [----] engagements

"$QS Just like $TSLA introduced the Roadster first at high-end but higher cost-areas and then the Model S and then the Model [--] likely QuantumScape's new solid-state battery technologies would follow a similar pathway"
X Link 2026-02-12T20:09Z [----] followers, [----] engagements

"Lithium-ion is a factory marathon runner while $QS is still tying its shoes. Lithium-ion stays cheaper for now because of: Fully amortized gigafactories Commodity supply chains Extremely high yields Ruthless process optimization https://youtu.be/2WGPkcqEcfQsi=xtySBVgSw4NgkQB_&t=829 https://youtu.be/2WGPkcqEcfQsi=xtySBVgSw4NgkQB_&t=829"
X Link 2026-02-14T21:00Z [----] followers, [----] engagements

"@SilbergleitJr Silver futures fall $3 in under two minutes just after the Sunday reopen. Investment [--] Oz Silver coins will soon be under $50"
X Link 2026-02-16T05:00Z [----] followers, [---] engagements

"$SIC The high-demand silver market is now more accessible than ever. Starting today the 100-OZ Silver futures contract offers a low-cost manageable entry point letting you trade a full silver position with less capital. Access trading nearly [--] hours a day five days a week"
X Link 2026-02-09T12:43Z [----] followers, [---] engagements

"$ASTS @spacanpanman are you still adding daily to your ASTS multi-million bags $ASTS: I'm not phased by the price action today. I've been adding throughout the day and take comfort that BB6 unfolded successfully BB7 is on deck for launch and BB8-10 are about to ship. On top of that FCC approval for US market access Department of War awards MNO https://t.co/oTBRsvDO0b $ASTS: I'm not phased by the price action today. I've been adding throughout the day and take comfort that BB6 unfolded successfully BB7 is on deck for launch and BB8-10 are about to ship. On top of that FCC approval for US"
X Link 2026-02-14T17:47Z [----] followers, [----] engagements

"$QS Long-term target (mature scale competitive goal) is under $100 per kWh. This is where QuantumScape claims its lithium-metal anode-free design could ultimately land assuming high yields and full manufacturing optimization"
X Link 2026-02-14T20:27Z [----] followers, [---] engagements

"$QS Early QuantumScape cells are expensive by design but the entire investment thesis hinges on steep cost compression as production scales. Until that happens these batteries are about proving performance and manufacturability not price dominance. $QS Why are early costs high Ceramic separator manufacturing is capital-intensive The yield learning curve is steep for solid-state cells Early lines are optimized for learning not efficiency Fixed costs are spread over a very limited output https://t.co/vYWVTGwmhx $QS Why are early costs high Ceramic separator manufacturing is capital-intensive"
X Link 2026-02-14T20:35Z [----] followers, [----] engagements

"$QS Heres a side-by-side comparison with the current lithium-ion battery cost that puts things in sharp focus. $QS Early QuantumScape cells are expensive by design but the entire investment thesis hinges on steep cost compression as production scales. Until that happens these batteries are about proving performance and manufacturability not price dominance. https://t.co/Cj8JCNBco0 $QS Early QuantumScape cells are expensive by design but the entire investment thesis hinges on steep cost compression as production scales. Until that happens these batteries are about proving performance and"
X Link 2026-02-14T20:50Z [----] followers, [----] engagements

"The stock market is closed but the futures market opens as usual and then closes early at 12:00 CST on Presidents' Day. Then resumes at 5:00 CST then it's back to normal and #Silver will fall further"
X Link 2026-02-16T05:08Z [----] followers, [---] engagements

"Since we are in the early stages of the aluminum and lithium commodity bull market we are issuing longer-term options to increase our cash flows. .@silbergleitJr and I are not in a rush to get assigned. We are only in a rush to get paid. $CENX"
X Link 2024-10-11T13:45Z [----] followers, [----] engagements

"$AC.to $AC The airline completed a buyback of over [--------] shares and announced plans to repurchase and cancel up to CAD [---------] worth of shares to enhance shareholder value Junior and I have a price target of CAD [--] by September '25.💵 $ACDVF"
X Link 2025-05-09T15:55Z [----] followers, [----] engagements

"$QS In [----] QuantumScape's list of automakers with sampling agreements grows to eleven: $TSLA $RIVN Toyota Mercedes Hyundai Nissan $GM $F BMW Honda and Panasonic. $QS Back in September [----] QuantumScape had six automakers on its list of sampling agreements. https://t.co/Fa09sIO2ET $QS Back in September [----] QuantumScape had six automakers on its list of sampling agreements. https://t.co/Fa09sIO2ET"
X Link 2025-07-20T16:57Z [----] followers, 14.3K engagements

"$AC.to From an international flight perspective Air Canada absolutely dominates the Canadian air travel market. And while the companys share price and valuation remain low thats something for investors looking for undervalued stocks right now to note.💵$AAL $DAL $UAL"
X Link 2025-10-08T15:12Z [----] followers, [----] engagements

"$QS "SSB will redefine what's possible for high-performance premium vehicles and the historic demonstration at IAA is just the beginning.""
X Link 2025-10-30T15:39Z [----] followers, 12.1K engagements

"$U $APP Unity Software is quietly winning back Apploving's clients as a new AI stack and fresh leadership is doing work. @silberglietJr and I have a new price target of $50 by June [----]. $U Recently Unity Software received a top momentum rating and saw its earnings estimates revised upward reflecting improved forecasts for its near-term performance. https://t.co/kZVBwmgCCy $U Recently Unity Software received a top momentum rating and saw its earnings estimates revised upward reflecting improved forecasts for its near-term performance. https://t.co/kZVBwmgCCy"
X Link 2025-11-13T01:43Z [----] followers, [----] engagements

"$SEMR SEMrush stock surges 75% as Adobe ( $ADBE ) approaches $1.9B acquisition $SEMR .@SilbergleitJr and I are neutral on Semrush stock at the moment. We use a short straddle when we believe the underlying stock will stay close to the strike price. 💵 #Optionselling https://t.co/LeqDjRkV9C $SEMR .@SilbergleitJr and I are neutral on Semrush stock at the moment. We use a short straddle when we believe the underlying stock will stay close to the strike price. 💵 #Optionselling https://t.co/LeqDjRkV9C"
X Link 2025-11-19T15:20Z [----] followers, [----] engagements

"$SEMR has grown at a 32% CAGR over the past five years. Serious investors like @SilbergleitJr and I use scanners that surface true CAGR machines. Everything else is noise. If youre not scanning for consistent CAGR youre guessing not investing. $RDDT $GTLB $AFRM $FISV $ESTC $SEMR SEMrush stock surges 75% as Adobe ( $ADBE ) approaches $1.9B acquisition https://t.co/JXMkNCmA3r $SEMR SEMrush stock surges 75% as Adobe ( $ADBE ) approaches $1.9B acquisition https://t.co/JXMkNCmA3r"
X Link 2025-11-26T20:00Z [----] followers, [----] engagements

"$ASTS In Canada SpaceXs cellular Starlink is moving out of beta and officially launching as a paid service through mobile carrier Rogers ( $RCI ) giving local subscribers a way to remain connected in cellular dead zones by tapping SpaceXs orbiting satellites"
X Link 2025-12-11T07:18Z [----] followers, [----] engagements

"$ASTS Rogers ( $RCI ) is offering the satellite connectivity as a free perk for [--] months on select plans. Otherwise interested users need to pay CA$15 per month although consumers who participated in the beta trial will receive a $5-per-month discount for the first year. $ASTS In Canada SpaceXs cellular Starlink is moving out of beta and officially launching as a paid service through mobile carrier Rogers ( $RCI ) giving local subscribers a way to remain connected in cellular dead zones by tapping SpaceXs orbiting satellites. https://t.co/Y9Z4vmk8IC $ASTS In Canada SpaceXs cellular Starlink"
X Link 2025-12-11T07:24Z [----] followers, [----] engagements

"$GCT Little-known cloud tech stock just hit a new 52-week high. Valued at $1.42 billion GigaCloud Technology is a pioneer of global end-to-end B2B technology solutions for large parcel merchandise"
X Link 2025-12-14T00:11Z [----] followers, [---] engagements

"If the government buys $200B in mortgage bonds to push rates down thats a turbo boost for originators. Lower rates mean more refis and higher purchase volume. Feels bullish for $UWMC and $RKT. $UWMC $OPEN President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. $TLT https://t.co/c7diNVUvcU $UWMC $OPEN President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. $TLT https://t.co/c7diNVUvcU"
X Link 2026-01-09T02:49Z [----] followers, [----] engagements

"$UWMC lives and dies by rate moves. When mortgage rates ease demand for purchases and refinancings tends to pick up and that usually feeds loan volumes and fee income. $UWMC $OPEN President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. $TLT https://t.co/c7diNVUvcU $UWMC $OPEN President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. $TLT https://t.co/c7diNVUvcU"
X Link 2026-01-10T21:55Z [----] followers, [----] engagements

"@silbergleitJr would like to thank the investors who participated and provided $2404 in cash flow for this week for the options expiring on 23JAN2026.💵Cash-covered PUT: $AC.to $BYND $MES $SMCI Naked CALL: $CART Long CALL $SLV #Optionselling"
X Link 2026-01-20T20:24Z [----] followers, [---] engagements

"$GDX $GDXJ Gold pumpers will pay a lot of money to Silbergleits. @SilbergleitJr you have a green light to initiate a long $JDST (Direxion Daily Junior Gold Miners Index Bear 2X Shares) position starting Sunday night"
X Link 2026-01-31T03:28Z [----] followers, [---] engagements

"@Michaelalderyan @SilbergleitJr $ASTS Share a snapshot of the mentioned position and I can try to comment on it. Cc: @endless_frank @kingtutcap @spacanpanman https://optionstrat.com/Jyty6348mjMF https://optionstrat.com/Jyty6348mjMF"
X Link 2026-02-03T20:28Z [----] followers, [----] engagements

"$AC.TO is quietly tightening up. If this trend holds a move toward $25 ahead of earnings is absolutely possible. The market seems to be positioning early. @SilbergleitJr and I are ready. $AC.to From an international flight perspective Air Canada absolutely dominates the Canadian air travel market. And while the companys share price and valuation remain low thats something for investors looking for undervalued stocks right now to note.💵$AAL $DAL $UAL https://t.co/WrrnRokyz0 $AC.to From an international flight perspective Air Canada absolutely dominates the Canadian air travel market. And"
X Link 2026-02-04T22:58Z [----] followers, [----] engagements

"@SilbergleitJr Wait @SilbergleitJr you mean even a physical-only market can go down when demand softens or inventory shows up Almost like price is set at the margin not by $RDDT narratives about shortages. Weird how markets work. $SLV"
X Link 2026-02-05T21:24Z [----] followers, [----] engagements

"Is this a run on #Silver & #GOLD with a totalitarian hand in trying to save big banks the Comex & LBMA Anyone who holds physical PM or mines that produce are the biggest winners in history unless governments start banning private holdings and taking over the mining sector. Yes I have no clue I don't care No Yes I have no clue I don't care No"
X Link 2026-02-07T16:54Z [----] followers, [---] engagements

"$SLV $AG $SILJ $PAAS There can be few fields of human endeavor in which history counts for so little as in the world of finance. Experience is dismissed as the primitive refuge of those who lack the insight to appreciate the incredible wonders of the present"
X Link 2026-02-07T22:17Z [----] followers, [---] engagements

"$SOFI @SilbergleitJr and I have got a $40 target on SOFI by year-end. It's not because of hype but because of operating leverage improving margins and a market still underestimating normalized earnings"
X Link 2026-02-08T23:04Z [----] followers, [---] engagements

"@samrules2007 @SilbergleitJr $AFRM They said the same for the stock when it was under $10. https://x.com/SilbergleitJr/status/1600597574687330321 Affirm's stock is down 91% over the past year. Meanwhile more and more people I know are using Affirm exclusively to buy stuff even when they have the money to pay in full. Something is off. $AFRM https://t.co/B02Gm6AW0B https://x.com/SilbergleitJr/status/1600597574687330321 Affirm's stock is down 91% over the past year. Meanwhile more and more people I know are using Affirm exclusively to buy stuff even when they have the money to pay in full."
X Link 2026-02-10T02:01Z [----] followers, [--] engagements

"@samrules2007 @SilbergleitJr Do you believe that some unwise investors were ready to give us $AFRM share for $1.90 https://x.com/silberschmelzer/status/1846007705435062519 It's hard to believe they were ready to give you $AFRM share for $1.90 = $2.5 - $0.60 less than one and half years ago 💵#Optionselling https://t.co/ceKylmhcZf https://x.com/silberschmelzer/status/1846007705435062519 It's hard to believe they were ready to give you $AFRM share for $1.90 = $2.5 - $0.60 less than one and half years ago 💵#Optionselling https://t.co/ceKylmhcZf"
X Link 2026-02-10T02:18Z [----] followers, [---] engagements

"$QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that single-digit prices will look like a gift the market kept offering"
X Link 2026-02-10T06:43Z [----] followers, 17.1K engagements

"$QS By positioning Eagle Line as a blueprint for scalable production and potential licensing at GW-hour levels QuantumScape is shifting focus from pure R&D toward proving its technology can be manufactured at a meaningful scale. https://youtu.be/cQTs8YFBE6Yt=66 https://youtu.be/cQTs8YFBE6Yt=66"
X Link 2026-02-10T07:13Z [----] followers, [----] engagements

"$QS The Eagle Line is a powerful platform for demonstrating the scalable production of our solid-state technology and meeting customer demand for better batteries. This is the next major step in the commercialization of QuantumScape's SSB technology. $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that single-digit prices will look like a gift the market kept offering. https://t.co/qgDeKj1JqY $QS is setting up for a big move. With"
X Link 2026-02-10T18:49Z [----] followers, [----] engagements

"$QS The compact yet powerful battery pack made up of just six QuantumScape solid-state lithium cells propels the scooter in the video with astonishing force. $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that single-digit prices will look like a gift the market kept offering. https://t.co/qgDeKj1JqY $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The"
X Link 2026-02-10T19:19Z [----] followers, [----] engagements

"@latte_pbw $QS The Eagle Line is a pilot production facility laying the groundwork for future gigawatt-hour-level manufacturing but its own specific capacity hasnt been officially disclosed yet by QuantumScape. https://www.youtube.com/watchv=cQTs8YFBE6Y https://www.youtube.com/watchv=cQTs8YFBE6Y"
X Link 2026-02-10T19:25Z [----] followers, [---] engagements

"$QS Last week marked a genuine inflection point for solid-state battery technology and the shift from laboratory promise to industrial reality is accelerating faster than many expected. $QS The Eagle Line is a powerful platform for demonstrating the scalable production of our solid-state technology and meeting customer demand for better batteries. This is the next major step in the commercialization of QuantumScape's SSB technology. https://t.co/SVHaClwbzX $QS The Eagle Line is a powerful platform for demonstrating the scalable production of our solid-state technology and meeting customer"
X Link 2026-02-11T07:34Z [----] followers, [----] engagements

"$QS The COO of Hitachi High-Tech America Chad Ostrander is standing up at 1:21 in the video. $QS By positioning Eagle Line as a blueprint for scalable production and potential licensing at GW-hour levels QuantumScape is shifting focus from pure R&D toward proving its technology can be manufactured at a meaningful scale. https://t.co/h0ByrmCTRz $QS By positioning Eagle Line as a blueprint for scalable production and potential licensing at GW-hour levels QuantumScape is shifting focus from pure R&D toward proving its technology can be manufactured at a meaningful scale. https://t.co/h0ByrmCTRz"
X Link 2026-02-11T08:17Z [----] followers, [----] engagements

"$QS Here is rare video footage of the new QuantumScapes solid-state pilot line in action"
X Link 2026-02-11T08:37Z [----] followers, [----] engagements

"$QS What investors are watching next are yield rates on Eagle Line cost-per-kWh comparisons against advanced lithium-ion and whether licensing deals follow the pilot output. The gap between promise & proof is closing but execution risk remains the defining challenge of [----]. $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that single-digit prices will look like a gift the market kept offering. https://t.co/qgDeKj1JqY $QS is setting up for a"
X Link 2026-02-11T14:25Z [----] followers, [----] engagements

"@KarelMercx @ajaycan @Grok can you help Karel understand that Comex will survive"
X Link 2026-02-11T16:10Z [----] followers, [---] engagements

"@DarioCpx @grok explain to Dario that there is no extreme physical shortage"
X Link 2026-02-11T16:20Z [----] followers, [---] engagements

"$QS is heavily leaning into a high-margin licensing model in which OEM partners adopt the validated Eagle Line blueprint in their own factories. This strategy aims to de-risk manufacturing scale-up by leveraging partner capital"
X Link 2026-02-11T16:50Z [----] followers, [----] engagements

"$QS Inside the first solid-state battery factory on Earth Also shout-out to Tim Holme for being so incredibly clear and enjoyable to listen to. https://youtu.be/aUT6LPB-Z1Esi=TKLimiq8QSwxCRTT https://youtu.be/aUT6LPB-Z1Esi=TKLimiq8QSwxCRTT"
X Link 2026-02-12T01:01Z [----] followers, [----] engagements

"$QS It appears that the QuantumScape Eagle already produces multiple formats If true that is a major step forward. $QS The Eagle Line is a powerful platform for demonstrating the scalable production of our solid-state technology and meeting customer demand for better batteries. This is the next major step in the commercialization of QuantumScape's SSB technology. https://t.co/SVHaClwbzX $QS The Eagle Line is a powerful platform for demonstrating the scalable production of our solid-state technology and meeting customer demand for better batteries. This is the next major step in the"
X Link 2026-02-12T01:13Z [----] followers, [----] engagements

"$ASTS just dropped another $1B convertible senior notes offering. Every 'strategic financing' seems to quietly chip away at the cap table like a woodpecker with a caffeine problem. Are we investing in satellites or funding an endless share-printing orbit @qualtrim $ASTS And this wasnt a surprise. Dilution risk was flagged again and again loudly and early. This level of dilution crushes per-share value. When they quadruple the share count the stock pays the price. Warnings were given. Math always collects https://t.co/uYaVlwjt46 @qualtrim $ASTS And this wasnt a surprise. Dilution risk was"
X Link 2026-02-12T02:02Z [----] followers, [----] engagements

"$QS Can QSE-5 cells work with a PowerCo (Volkswagen) unified cell as a drop-in "As Frank Blome mentioned there will be a couple of adjustments needed. Especially since QSE-5 is yet a different form factor than the unified cell. But you can bet that they are in preparation." $QS and PowerCo (VW) will continue testing SSB technology in the coming months. Their next milestone is to develop a race-ready motorcycle. At the same time PowerCo and QS are also working on integrating solid-state technology into the unit cell and thus into the car. https://t.co/w9194he0U1 $QS and PowerCo (VW) will"
X Link 2026-02-12T02:07Z [----] followers, [----] engagements

"@CyberHorizons00 $QS The most amateur investors need to learn basic trading strategies including how to hedge their long positions. https://x.com/silberschmelzer/status/1978851457345388616 @charle77238 @C1_dF9432 @bala_devarajan $QS Isn't it time to learn how to hedge your investment in QuantumScape https://t.co/DyGqBUZtpp https://x.com/silberschmelzer/status/1978851457345388616 @charle77238 @C1_dF9432 @bala_devarajan $QS Isn't it time to learn how to hedge your investment in QuantumScape https://t.co/DyGqBUZtpp"
X Link 2026-02-12T02:12Z [----] followers, [---] engagements

"@CyberHorizons00 $QS The right time was in October [----]. https://x.com/silberschmelzer/status/1982898428716929499 @bala_devarajan $QS Tanked Stock is down -2.92%. Could you show me how you hedge your $QS position https://t.co/JivNIw4oaw https://x.com/silberschmelzer/status/1982898428716929499 @bala_devarajan $QS Tanked Stock is down -2.92%. Could you show me how you hedge your $QS position https://t.co/JivNIw4oaw"
X Link 2026-02-12T02:33Z [----] followers, [---] engagements

"@CyberHorizons00 $QS Hedging a long stock position is crucial for managing downside risk. You can use protective PUTs for full hedge a collar to cap gains in exchange for lower hedging costs or a bear PUT spread to protect against moderate declines more cost-effectively. https://x.com/silberschmelzer/status/1781474016332546499 Purchasing those [----] shares of $PLTR at $24 per share is like driving off the lot with a brand new $94000 #Mercedes and with absolutely no insurance💸 #optiontrading https://t.co/8Gxcsz2sFt https://x.com/silberschmelzer/status/1781474016332546499 Purchasing those 4000"
X Link 2026-02-12T02:45Z [----] followers, [---] engagements

"$QS This approach allows QuantumScape to identify and solve scaling challenges before partners attempt their own production facilities de-risking the licensing proposition"
X Link 2026-02-12T03:01Z [----] followers, [---] engagements

"$QS QSE-5 the first battery product sample is [----] mm [----] mm [---] mm. The unit cell is the base building block in QS architecture but no official standalone dimensions have been published. Overall cell areas are 60-75 mm 70-85 mm in prototype contexts. $QS It appears that the QuantumScape Eagle already produces multiple formats If true that is a major step forward. https://t.co/i5zx4YZa5V $QS It appears that the QuantumScape Eagle already produces multiple formats If true that is a major step forward. https://t.co/i5zx4YZa5V"
X Link 2026-02-12T03:26Z [----] followers, [----] engagements

"$QS While the competition in solid-state is fierce with companies like $SLDP and $SES also attracting major OEM interest including $F and Mercedes QuantumScapes activated QuantumScape SSB pilot line places it firmly at the forefront of the manufacturing race"
X Link 2026-02-12T14:20Z [----] followers, [----] engagements

"@mklvrs13 $QS Nobody can reliably predict where a stock will trade tomorrow next week or even [--] days from now. Short-term price action is mostly noise positioning liquidity and headlines colliding in real time"
X Link 2026-02-12T15:32Z [----] followers, [--] engagements

"@mklvrs13 Trying to play $QS over a 30-day window would essentially turn it into a coin flip with added volatility. Thats not a strategy thats a casino visit with a ticker symbol attached"
X Link 2026-02-12T15:35Z [----] followers, [---] engagements

"@mklvrs13 If someones restricted to buy and hold $QS for 30+ days the only approach that makes sense is having a conviction-based thesis measured in quarters or years not weeks. Otherwise youre just hoping the market mood swings in your favor before the compliance clock runs out"
X Link 2026-02-12T15:39Z [----] followers, [----] engagements

"@SAM23480021 @AST_SpaceMobile @AbelAvellan @scottwisniews $ASTS Growth is great. Constant dilution isnt. Show us how this translates into higher per-share value not just more shares outstanding"
X Link 2026-02-12T16:28Z [----] followers, [---] engagements

"$SILJ @SilbergleitJr and I are leaning bearish on #silver here and positioning via $SLV $AG and SILJ. Miners are a leveraged bet on the metal and if silver keeps slipping margins get squeezed fast. This feels less like a breakout and more like gravity doing its job"
X Link 2026-02-12T16:39Z [----] followers, [----] engagements

"$APP The market is pricing in something with Apploving. When sentiment shifts this hard its usually about more than just headlines. We are watching APP closely here"
X Link 2026-02-12T17:03Z [----] followers, [---] engagements

"$ASTS pussies this is only a gentle reminder that CAPITAL is NOT ENDLESS. http://optionstrat.com/Jyty6348mjMF @Michaelalderyan @SilbergleitJr $ASTS Share a snapshot of the mentioned position and I can try to comment on it. Cc: @endless_frank @kingtutcap @spacanpanman https://t.co/Mj3Wb10Yzi https://t.co/7XFmwteYrE http://optionstrat.com/Jyty6348mjMF @Michaelalderyan @SilbergleitJr $ASTS Share a snapshot of the mentioned position and I can try to comment on it. Cc: @endless_frank @kingtutcap @spacanpanman https://t.co/Mj3Wb10Yzi https://t.co/7XFmwteYrE"
X Link 2026-02-12T17:16Z [----] followers, [---] engagements

"@JBakeWxMan $ASTS Jeremy you seem very focused on calling bottoms. Maybe shift that energy toward the actual issue here the massive dilution of ASTS shareholders. Price jokes are easy. Watching the share count balloon and pretending it doesnt matter is harder. https://x.com/silberschmelzer/status/2021984829508849664 @SAM23480021 @AST_SpaceMobile @AbelAvellan @scottwisniews $ASTS Growth is great. Constant dilution isnt. Show us how this translates into higher per-share value not just more shares outstanding https://t.co/a2TK38XXhV https://x.com/silberschmelzer/status/2021984829508849664"
X Link 2026-02-12T17:47Z [----] followers, [---] engagements

"$ASTS @kingtutcap everyone holding ASTS right now is under pressure and emotions run hot. Debate the thesis question the numbers challenge the strategy. But calling @endless_frank low-IQ and cringe doesnt add alpha to the conversation. https://optionstrat.com/Jyty6348mjMF When I say dumb deranged low-IQ and might as well add cringe I fully meant it https://t.co/dqoZjfvDNs https://optionstrat.com/Jyty6348mjMF When I say dumb deranged low-IQ and might as well add cringe I fully meant it https://t.co/dqoZjfvDNs"
X Link 2026-02-12T22:29Z [----] followers, [---] engagements

"$SLV Junior we're sitting on directional PUTs that are deep in the green. Trim into strength then next week if the setup still looks heavy roll into fresh puts with further expiry for more time premium and less pressure. Let the current leg pay you then re-position.💵 $SILJ @SilbergleitJr and I are leaning bearish on #silver here and positioning via $SLV $AG and SILJ. Miners are a leveraged bet on the metal and if silver keeps slipping margins get squeezed fast. This feels less like a breakout and more like gravity doing its job. https://t.co/4B8cowIarl $SILJ @SilbergleitJr and I are leaning"
X Link 2026-02-12T22:57Z [----] followers, [---] engagements

"@TEEELAZER Long $26+ on Sprott Physical is not a good position"
X Link 2026-02-12T23:16Z [----] followers, [--] engagements

"Silver is falling because people figured out that their "physical" only gets them 88% of the spot when they want to sell. Guys why is silver falling for a third consecutive week if there is a physical shortage https://t.co/OafeQfoUu5 Guys why is silver falling for a third consecutive week if there is a physical shortage https://t.co/OafeQfoUu5"
X Link 2026-02-13T03:01Z [----] followers, [----] engagements

"$TLT The 30-Year Treasury auction was very strong. For every $1 sold the Treasury received $2.66 in bids. Thats real demand for long-term bonds which pushes yields down and helps TLT move higher"
X Link 2026-02-13T04:41Z [----] followers, [---] engagements

"$CENX CEO Jesse Gary sold 150k shares for over $7 million on Jan. [--] [----]. Century Aluminum announced a few days later that it had a stake in a project to build the first U.S. aluminum smelting plant in nearly [--] years. Cc: $AA Since we are in the early stages of the aluminum and lithium commodity bull market we are issuing longer-term options to increase our cash flows. .@silbergleitJr and I are not in a rush to get assigned. We are only in a rush to get paid. $CENX https://t.co/7jFEyFOgzS Since we are in the early stages of the aluminum and lithium commodity bull market we are issuing"
X Link 2026-02-13T15:40Z [----] followers, [---] engagements

"$AFRM Direct-to-Consumer (D2C) GMV grew 52% YoY to $4.3 billion driven primarily by Affirm Card GMV which surged 159% YoY to $2.2 billion. Network revenue (merchant and card) increased 32% YoY interest income +21% gain on loan sales +48% and servicing income +49%. Cc: $AAPL"
X Link 2026-02-13T16:09Z [----] followers, [---] engagements

"$AFRM This income statement for Affirm's quarter ending December [----] (fiscal Q2 2026) stands out as genuinely impressive and a clear sign of maturing profitability"
X Link 2026-02-13T16:13Z [----] followers, [---] engagements

"Revenue hit $1.123B up 30% YoY from the prior year's $866M. This isn't just growth for growth's sake. It's driven by 36% YoY increase in GMV to $13.8B expanding active merchants (+42% to 478000) and accelerating product traction (especially the $AFRM Card grew GMV 159% YoY)"
X Link 2026-02-13T16:18Z [----] followers, [---] engagements

"The standout highlight is net income of $129.59M (up 61.26% YoY). $AFRM's consistent GAAP profitability (this quarter's $130M net income aligns with recent trends) signals the business model is working at scale"
X Link 2026-02-13T16:21Z [----] followers, [---] engagements

"$AFRM The net profit margin jumped to 11.54% (a massive improvement) reflecting better operating leverage as fixed costs get spread over much higher volume"
X Link 2026-02-13T16:30Z [----] followers, [---] engagements

"@SilbergleitJr These are real heroes I bet @MNAeconomics1 doesn't have [--] Oz of physical silver. Cc: $AG $SLV $SILJ https://x.com/silberschmelzer/status/1355584751495733248 Canadian Maple Leaf #Silver coin giveaway Guess the closing price in CAD of my favourite miner First Majestic $FR on Feb [--]. Retweet this tweet with a guess until Feb [--]. The first correct price will get a silver coin You must be a follower to participate.🥈💵 $FR.to $AG https://t.co/l2p0BhEFgp https://x.com/silberschmelzer/status/1355584751495733248 Canadian Maple Leaf #Silver coin giveaway Guess the closing price in CAD"
X Link 2026-02-13T17:17Z [----] followers, [---] engagements

"@realdeseretbro @SilbergleitJr @grok explain to him why the physical price is under spot"
X Link 2026-02-15T15:51Z [----] followers, [--] engagements

"@alamok09 @SilbergleitJr It's physical silver and $10 cheaper than two weeks ago"
X Link 2026-02-15T19:05Z [----] followers, [--] engagements

"$QS What do you do now Avoid or accumulate QuantumScape shares in the single-digit area $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that single-digit prices will look like a gift the market kept offering. https://t.co/qgDeKj1JqY $QS is setting up for a big move. With everything thats come out over the last few months its hard to justify the current low valuation. The fair value feels well north of $16. @SilbergleitJr and I know that"
X Link 2026-02-13T02:58Z [----] followers, [----] engagements

"@EddieFernandes6 So you didn't hedge the long $QS position Eddie please stay away from the stock market and you should be fine. https://x.com/silberschmelzer/status/1982898428716929499 @bala_devarajan $QS Tanked Stock is down -2.92%. Could you show me how you hedge your $QS position https://t.co/JivNIw4oaw https://x.com/silberschmelzer/status/1982898428716929499 @bala_devarajan $QS Tanked Stock is down -2.92%. Could you show me how you hedge your $QS position https://t.co/JivNIw4oaw"
X Link 2026-02-13T17:21Z [----] followers, [---] engagements

"$QS Early production costs are estimated at $400-$800 / kWh. The Eagle Line aims to refine and reduce costs through automation and scaling outperforming typical lithium-ion in density and safety but with higher costs initially. $QS The Eagle Line serves as both a production facility and a comprehensive demonstration for potential partners. It's a pilot meant for mass production. It's meant as a learning tool and as a blueprint for others to follow. https://t.co/8yecKD8G00 $QS The Eagle Line serves as both a production facility and a comprehensive demonstration for potential partners. It's a"
X Link 2026-02-14T16:42Z [----] followers, [----] engagements

"@JBakeWxMan @DavidVecek @grok $DBK Jeremy take a look at Deutsche Banks stock over the longest possible timeframe. Decades of capital commitment virtually no return. Lets hope you didnt actually invest in it"
X Link 2026-02-14T17:12Z [----] followers, [--] engagements

"$QS early production cost estimate for Pilot early commercial phase is $200400 per kWh. This reflects low yields manual or semi-automated processes expensive ceramic separators and underutilized equipment"
X Link 2026-02-14T20:18Z [----] followers, [---] engagements

"$QS Initial scaled production (first full lines) $120$200 per kWh. Costs fall as yields improve automation ramps up and materials are sourced at volume pricing"
X Link 2026-02-14T20:23Z [----] followers, [---] engagements

"$QS still matters because real comparison is not cell cost vs. cell cost but pack cost vs. pack cost plus performance benefits"
X Link 2026-02-14T21:09Z [----] followers, [---] engagements

"@Fickifacki123 @spacanpanman Why are all $ASTS' pumping pussies awfully quiet these days Because loud conviction usually fades once the screen turns red. When the trade stops working the bravado goes silent and the mascot goes back in the drawer. Quiet isnt a mystery Its mark-to-market"
X Link 2026-02-15T16:46Z [----] followers, [---] engagements

"@hajiyev_rashad @Grok please explain to Rashad why it is highly improbable that silver goes to $240 in four months"
X Link 2026-02-15T19:11Z [----] followers, [---] engagements

"@gnoble79 $OPEN It would be nice to see a snapshot of your short position on OPEN. https://x.com/silberschmelzer/status/1969272860720943374 $OPEN Don't pretend @SilbergleitJr and I didn't tell you to load up a truck with Opendoor shares when the stock was under $0.80 💵Cc: @ericjackson @APompliano @rabois https://t.co/h7IhyQiX2T https://x.com/silberschmelzer/status/1969272860720943374 $OPEN Don't pretend @SilbergleitJr and I didn't tell you to load up a truck with Opendoor shares when the stock was under $0.80 💵Cc: @ericjackson @APompliano @rabois https://t.co/h7IhyQiX2T"
X Link 2026-02-15T19:57Z [----] followers, [---] engagements

"@SilverbergXAG @SilbergleitJr Design is irrelevant. Its still [--] oz of physical silver. Maples Eagles or S-N-Double-O-P all get melted into the same bar at the refinery. The only things that matter are weight purity and price paid below spot. https://online.kitco.com/sell/gold-silver.htmlv=201811031 https://online.kitco.com/sell/gold-silver.htmlv=201811031"
X Link 2026-02-16T05:14Z [----] followers, [--] engagements

"$QS Should @SilbergleitJr short more ITM PUTs on QuantumScape"
X Link 2026-02-13T17:26Z [----] followers, [----] engagements

"$ASTS continues to sell the best future but the chart tells a different story. It's a massive share dilution. Shares outstanding have ballooned and every new issuance slices existing shareholders thinner. Before preaching patience ask whos really winning here"
X Link 2026-02-14T16:58Z [----] followers, [----] engagements

"$QS Why are early costs high Ceramic separator manufacturing is capital-intensive The yield learning curve is steep for solid-state cells Early lines are optimized for learning not efficiency Fixed costs are spread over a very limited output"
X Link 2026-02-14T20:31Z [----] followers, [----] engagements

"@SilbergleitJr if physical silver is so valuable why do they sell the new limited-edition Snoop Dogg [--] Oz coins 30% off the premium $SPY $SILJ $ZSL $AG $PAAS"
X Link 2026-02-15T19:01Z [----] followers, [---] engagements

"Market forces still tie paper silver and physical silver together. Suppose the gap gets too wide arbitrage margins and liquidity step in. Its not manipulation vs reality just the same price discovery wearing two different costumes. $SLV $SILJ $ZSL $AG $PAAS I never understood this whole idea of buying physical silver and telling yourself that paper silver market does not matter. When you go to your local dealer to buy/sell some of your silver coins do they quote you based on Comex price or is there some different physical silver I never understood this whole idea of buying physical silver and"
X Link 2026-02-16T00:04Z [----] followers, [---] engagements

"@SilbergleitJr Everyone and their dog is rushing to offload their own silver rounds/coins onto silver bugs. https://www.youtube.com/watchv=bXb701Cbi-w https://www.youtube.com/watchv=bXb701Cbi-w"
X Link 2026-02-16T06:11Z [----] followers, [---] engagements

"$SLV $SILJ $ZSL $AG Paper silver shorts risk margin calls and unlimited losses. Physical silver has premiums storage and liquidity issues. Many prefer physical for ownership and hedging but arbitrage isnt free money. Market forces still link both prices. Whats your take"
X Link 2026-02-15T15:57Z [----] followers, [----] engagements

"RT @SilbergleitJr: Guys in just [--] days the official Snoop Dogg Winter Games Silver coin went down from $91 to $83. Why is this happenin"
X Link 2026-02-16T05:01Z [----] followers, [--] engagements

"$SLV $AG @SilbergleitJr everyones screaming silver deficit into the void. If silver is so scarce why arent they buying even their first kilogram directly from First Majestic Silver Or the deficit is only on X but silence at checkout https://firstmint.com/products/first-mint-1kg-silver-bar https://firstmint.com/products/first-mint-1kg-silver-bar"
X Link 2026-02-16T22:46Z [----] followers, [---] engagements

"$SLV $ASTS It's essential to recognize that when everyone becomes convinced that something will keep working forever that's the very time when it'll become certain not to. In investing everything that's important is counterintuitive and everything obvious to everyone is wrong"
X Link 2026-02-16T23:04Z [----] followers, [---] engagements

"$BHP to deliver silver from its share of Antamina mine output to $WPM which will pay only 20% of the spot price per Oz at delivery under the agreement. Cc: $SLV"
X Link 2026-02-17T00:39Z [----] followers, [---] engagements

"This is a silver streaming deal. $BHP gets an upfront $4.3B in FIAT currency for future silver from Antamina. In return $WPM buys silver at 20% of the spot price providing BHP immediate capital while Wheaton profits from the discount if prices rise. $BHP to deliver silver from its share of Antamina mine output to $WPM which will pay only 20% of the spot price per Oz at delivery under the agreement. Cc: $SLV https://t.co/b5ROkg9Ns2 $BHP to deliver silver from its share of Antamina mine output to $WPM which will pay only 20% of the spot price per Oz at delivery under the agreement. Cc: $SLV"
X Link 2026-02-17T00:48Z [----] followers, [---] engagements

"$BHP will deliver to $WPM silver equivalent to 33.75% of Antamina's output until 100M ounces are reached then 22.5% for the mine's remaining life"
X Link 2026-02-17T00:52Z [----] followers, [---] engagements

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