[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SilbergleitJr Silbergleit Junior Oklo, a pre-revenue company, has been under scrutiny for its high market capitalization and insider selling, with concerns raised about its valuation and lack of revenue. Carvana, a used car seller, has also faced criticism for its high valuation, subprime auto loans, and daily insider selling, despite partnering with Shaquille O'neal to launch an AI assistant. Meanwhile, Applovin has seen significant attention after being included in the S&P 500, with some questioning its valuation and business model. ### Engagements: XXXXXX [#](/creator/twitter::1144815438423121921/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +1,320% - X Year XXXXXXXXX +2,397% ### Mentions: XX [#](/creator/twitter::1144815438423121921/posts_active)  - X Month XX -XX% - X Months XXX +120% - X Year XXX +214% ### Followers: XXXXXX [#](/creator/twitter::1144815438423121921/followers)  - X Week XXXXXX +0.63% - X Month XXXXXX +0.96% - X Months XXXXXX +164% - X Year XXXXXX +205% ### CreatorRank: XXXXXXX [#](/creator/twitter::1144815438423121921/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) #5697 [countries](/list/countries) [automotive brands](/list/automotive-brands) **Social topic influence** [$cvna](/topic/$cvna) #9, [$asts](/topic/$asts) #138, [money](/topic/money), [market cap](/topic/market-cap) #35, [sp500](/topic/sp500) #27, [applovin](/topic/applovin) #53, [$app](/topic/$app) #52, [$smci](/topic/$smci), [safely](/topic/safely), [lack of](/topic/lack-of) **Top accounts mentioned or mentioned by** [@silberschmelzer](/creator/undefined) [@arnytrezzi](/creator/undefined) [@wildace](/creator/undefined) [@holysmokas](/creator/undefined) [@ericjackson](/creator/undefined) [@palantirchad](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@martinshkreli](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@tradershaw](/creator/undefined) [@manybeenrinsed](/creator/undefined) [@fedupoffed](/creator/undefined) [@realjimchanos](/creator/undefined) [@carriecwheeler](/creator/undefined) [@thomasggrizzle](/creator/undefined) [@rdubya187](/creator/undefined) [@geoeconomic10](/creator/undefined) [@opendoor](/creator/undefined) [@teabagcapital](/creator/undefined) [@samrules2007](/creator/undefined) **Top assets mentioned** [Carvana Co. (CVNA)](/topic/$cvna) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Applovin Corporation (APP)](/topic/applovin) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Lucid Group Inc (LCID)](/topic/$lcid) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last XX hours "The ultimate grand finale of Carvana story would be the SP500 inclusion. That would be the payback event for everyone involved where shares get dumped on unsuspecting passive investors and funds blindly following the index. We have seen this strategy already with $SMCI and $APP. It's simply too enticing. The money sloshing around SP500 is enormous and the funds are forced to buy whatever you manage to include into the index. Just because there is a SEC subpoena doesn't automatically eliminate $CVNA from the inclusion. Inclusion at $450-$500 would be a climax after which "the job is done" and" [X Link](https://x.com/SilbergleitJr/status/1996370238812868880) 2025-12-04T00:05Z 12.1K followers, 19.3K engagements "$ASTS pumpers are resorting to insults due to a lack of arguments. Doc and I have seen this exact same behavior on $LCID when we started raising a red flag when the stock was $XX pre-split ($400 posr-split). We all know how it ended" [X Link](https://x.com/SilbergleitJr/status/1997354096437911865) 2025-12-06T17:15Z 12.1K followers, 19.5K engagements "A few of you told me as a response to my post from a couple of days ago that XX% interest on used car loans is not a thing. Here is a table summarizing interest rates for new and used cars per credit score category. Given that Carvana $CVNA specializes in subprime used car market I'd assume they charge their subprime clientele around XX% interest" [X Link](https://x.com/SilbergleitJr/status/1996258318369554552) 2025-12-03T16:40Z 12.1K followers, 6203 engagements "Doc and I briefly discussed $ASTS back in October when the stock price was near $XXX. I remember concluding that the whole set up seems like a pump and dump scheme. Back then I didn't realize how big of a pump and dump scheme it was with paid pumpers working 24/7 to lure in unsuspecting retail investors" [X Link](https://x.com/SilbergleitJr/status/1996402576561229854) 2025-12-04T02:14Z 12.1K followers, 17.7K engagements "As promised by the management Air Canada $AC.to did buybacks and we can now see X consecutive quarters of outstanding shares reduction. The buyback was aimed at reducing dilution from earlier financing (e.g. during the pandemic) and enhancing per-share value through a smaller float and higher ownership concentration per shareholder" [X Link](https://x.com/SilbergleitJr/status/1961430639950942340) 2025-08-29T14:08Z 12.1K followers, XXX engagements "AppLovin $APP became the 37th largest company in the United States by market cap. Just today it passed Abbott Laboratories Salesforce and American Express. Next up is Goldman Sachs" [X Link](https://x.com/SilbergleitJr/status/1972837801931723085) 2025-09-30T01:36Z 12.1K followers, 13K engagements "@samrules2007 Yes but there will be some buying throughout" [X Link](https://x.com/SilbergleitJr/status/1997191879171965414) 2025-12-06T06:30Z 12.1K followers, XXX engagements "When issuing an asset-backed security (packaged car loans to be sold to investors) Carvana needs to fill out a form (ABS-15G) and submit it to SEC as part of promoting transparency about the quality and performance of the underlying assets. One of the items that needs to be attached to this ABS-15G form is "Findings and Conclusions of the Third Party Due Diligence Provider Obtained by the Issuer". For Carvana Auto Receivables Trust 2025-P1 (prime car loans package) Carvana engaged Deloitte to perform the Independent Accountant's Report. This document is public for everyone on SEC's website." [X Link](https://x.com/SilbergleitJr/status/1979181874393288928) 2025-10-17T13:45Z 12.1K followers, 81.7K engagements "The percentage of used car loans with more than X years remaining contained in Carvana's prime auto trust went up from XX% in 2024 Q4 to XX% in 2025 Q4. Essentially loan terms are getting longer and in turn making monthly payments lower and thus attracting more lower income clientele. Here's a breakdown of monthly payment on a a $20000 used car loan with XX% interest varying by loan duration: X year: $XXX X year: $XXX X year: $XXX XX year: $XXX XX year: $XXX XX year: $XXX $CVNA has found an infinite money glitch by extending the loan durations on used cars" [X Link](https://x.com/SilbergleitJr/status/1994521260647473608) 2025-11-28T21:38Z 12.1K followers, 117.8K engagements "S&P Global credit rating agency reviewed recently its ratings of XX classes from seven Carvana Auto Receivables Trust (CRVNA) transactions. They ended up raising ratings for X of them and affirming XX (which is a story for itself) however what stood out to me in the report are CNL (cumulative net loss) expectations. CNL is essentially the % of the loan money gone for good after trying to get back whatever could be recovered. Since 2021-N3 when these auto receivables trusts were originated S&P expected the CNL to be 18%. Now it's expecting 25%. Essentially we went from expecting every 5th" [X Link](https://x.com/SilbergleitJr/status/1981717831759863975) 2025-10-24T13:42Z 12.1K followers, 3154 engagements "An army of stock promoters charging their followers subscription fee to "provide them with stock tips" are working daily to pump $ASTS an ex-SPAC burning $XXX million of cash per quarter" [X Link](https://x.com/SilbergleitJr/status/1997008246482018482) 2025-12-05T18:20Z 12.1K followers, 20.7K engagements "Congratulations to all $CVNA bulls and shareholders on successfully managing to enter SP500 index despite all the headwinds and hurdles. Starting Monday Dec X until Monday Dec XX numerous wealth and pension funds tracking SP500 will be forced to buy shares of this user car seller at the absolute record of more than XXX billion market cap. Perfectly played 👏" [X Link](https://x.com/SilbergleitJr/status/1997090341552287887) 2025-12-05T23:46Z 12.1K followers, 12.9K engagements "$ASTS dillution is real. Since Q3 2022 the company is issuing new shares consistently every quarter" [X Link](https://x.com/SilbergleitJr/status/1997819161083306200) 2025-12-08T00:03Z 12.1K followers, 6137 engagements "$CVNA is approaching XXX billion market cap. This will make Carvana worth almost double the value of Ford. In the past quarter Carvana had a revenue of XXXX billion while Ford had a revenue of XXXX billion. Carvana is valued double the Ford despite having 1/10th of Ford's revenue" [X Link](https://x.com/SilbergleitJr/status/1998106902400794727) 2025-12-08T19:06Z 12.1K followers, 44.2K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SilbergleitJr Silbergleit Junior
Oklo, a pre-revenue company, has been under scrutiny for its high market capitalization and insider selling, with concerns raised about its valuation and lack of revenue. Carvana, a used car seller, has also faced criticism for its high valuation, subprime auto loans, and daily insider selling, despite partnering with Shaquille O'neal to launch an AI assistant. Meanwhile, Applovin has seen significant attention after being included in the S&P 500, with some questioning its valuation and business model.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1,320%
- X Year XXXXXXXXX +2,397%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +120%
- X Year XXX +214%
Followers: XXXXXX #
- X Week XXXXXX +0.63%
- X Month XXXXXX +0.96%
- X Months XXXXXX +164%
- X Year XXXXXX +205%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance stocks #5697 countries automotive brands
Social topic influence $cvna #9, $asts #138, money, market cap #35, sp500 #27, applovin #53, $app #52, $smci, safely, lack of
Top accounts mentioned or mentioned by @silberschmelzer @arnytrezzi @wildace @holysmokas @ericjackson @palantirchad @joecarlsonshow @martinshkreli @alderlaneeggs @tradershaw @manybeenrinsed @fedupoffed @realjimchanos @carriecwheeler @thomasggrizzle @rdubya187 @geoeconomic10 @opendoor @teabagcapital @samrules2007
Top assets mentioned Carvana Co. (CVNA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Applovin Corporation (APP) Super Micro Computer, Inc. Common Stock (SMCI) Lucid Group Inc (LCID) Abbott Laboratories (ABT) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last XX hours
"The ultimate grand finale of Carvana story would be the SP500 inclusion. That would be the payback event for everyone involved where shares get dumped on unsuspecting passive investors and funds blindly following the index. We have seen this strategy already with $SMCI and $APP. It's simply too enticing. The money sloshing around SP500 is enormous and the funds are forced to buy whatever you manage to include into the index. Just because there is a SEC subpoena doesn't automatically eliminate $CVNA from the inclusion. Inclusion at $450-$500 would be a climax after which "the job is done" and"
X Link 2025-12-04T00:05Z 12.1K followers, 19.3K engagements
"$ASTS pumpers are resorting to insults due to a lack of arguments. Doc and I have seen this exact same behavior on $LCID when we started raising a red flag when the stock was $XX pre-split ($400 posr-split). We all know how it ended"
X Link 2025-12-06T17:15Z 12.1K followers, 19.5K engagements
"A few of you told me as a response to my post from a couple of days ago that XX% interest on used car loans is not a thing. Here is a table summarizing interest rates for new and used cars per credit score category. Given that Carvana $CVNA specializes in subprime used car market I'd assume they charge their subprime clientele around XX% interest"
X Link 2025-12-03T16:40Z 12.1K followers, 6203 engagements
"Doc and I briefly discussed $ASTS back in October when the stock price was near $XXX. I remember concluding that the whole set up seems like a pump and dump scheme. Back then I didn't realize how big of a pump and dump scheme it was with paid pumpers working 24/7 to lure in unsuspecting retail investors"
X Link 2025-12-04T02:14Z 12.1K followers, 17.7K engagements
"As promised by the management Air Canada $AC.to did buybacks and we can now see X consecutive quarters of outstanding shares reduction. The buyback was aimed at reducing dilution from earlier financing (e.g. during the pandemic) and enhancing per-share value through a smaller float and higher ownership concentration per shareholder"
X Link 2025-08-29T14:08Z 12.1K followers, XXX engagements
"AppLovin $APP became the 37th largest company in the United States by market cap. Just today it passed Abbott Laboratories Salesforce and American Express. Next up is Goldman Sachs"
X Link 2025-09-30T01:36Z 12.1K followers, 13K engagements
"@samrules2007 Yes but there will be some buying throughout"
X Link 2025-12-06T06:30Z 12.1K followers, XXX engagements
"When issuing an asset-backed security (packaged car loans to be sold to investors) Carvana needs to fill out a form (ABS-15G) and submit it to SEC as part of promoting transparency about the quality and performance of the underlying assets. One of the items that needs to be attached to this ABS-15G form is "Findings and Conclusions of the Third Party Due Diligence Provider Obtained by the Issuer". For Carvana Auto Receivables Trust 2025-P1 (prime car loans package) Carvana engaged Deloitte to perform the Independent Accountant's Report. This document is public for everyone on SEC's website."
X Link 2025-10-17T13:45Z 12.1K followers, 81.7K engagements
"The percentage of used car loans with more than X years remaining contained in Carvana's prime auto trust went up from XX% in 2024 Q4 to XX% in 2025 Q4. Essentially loan terms are getting longer and in turn making monthly payments lower and thus attracting more lower income clientele. Here's a breakdown of monthly payment on a a $20000 used car loan with XX% interest varying by loan duration: X year: $XXX X year: $XXX X year: $XXX XX year: $XXX XX year: $XXX XX year: $XXX $CVNA has found an infinite money glitch by extending the loan durations on used cars"
X Link 2025-11-28T21:38Z 12.1K followers, 117.8K engagements
"S&P Global credit rating agency reviewed recently its ratings of XX classes from seven Carvana Auto Receivables Trust (CRVNA) transactions. They ended up raising ratings for X of them and affirming XX (which is a story for itself) however what stood out to me in the report are CNL (cumulative net loss) expectations. CNL is essentially the % of the loan money gone for good after trying to get back whatever could be recovered. Since 2021-N3 when these auto receivables trusts were originated S&P expected the CNL to be 18%. Now it's expecting 25%. Essentially we went from expecting every 5th"
X Link 2025-10-24T13:42Z 12.1K followers, 3154 engagements
"An army of stock promoters charging their followers subscription fee to "provide them with stock tips" are working daily to pump $ASTS an ex-SPAC burning $XXX million of cash per quarter"
X Link 2025-12-05T18:20Z 12.1K followers, 20.7K engagements
"Congratulations to all $CVNA bulls and shareholders on successfully managing to enter SP500 index despite all the headwinds and hurdles. Starting Monday Dec X until Monday Dec XX numerous wealth and pension funds tracking SP500 will be forced to buy shares of this user car seller at the absolute record of more than XXX billion market cap. Perfectly played 👏"
X Link 2025-12-05T23:46Z 12.1K followers, 12.9K engagements
"$ASTS dillution is real. Since Q3 2022 the company is issuing new shares consistently every quarter"
X Link 2025-12-08T00:03Z 12.1K followers, 6137 engagements
"$CVNA is approaching XXX billion market cap. This will make Carvana worth almost double the value of Ford. In the past quarter Carvana had a revenue of XXXX billion while Ford had a revenue of XXXX billion. Carvana is valued double the Ford despite having 1/10th of Ford's revenue"
X Link 2025-12-08T19:06Z 12.1K followers, 44.2K engagements