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# ![@SilbergleitJr Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1144815438423121921.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1144815438423121921/c:line/m:interactions.svg)

- X Week XXXXXXX +35%
- X Month XXXXXXXXX +1,338%
- X Months XXXXXXXXX +1,159%
- X Year XXXXXXXXX +2,998%

### Mentions: XX [#](/creator/twitter::1144815438423121921/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1144815438423121921/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +30%
- X Months XXX +102%
- X Year XXX +395%

### Followers: XXXXXX [#](/creator/twitter::1144815438423121921/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1144815438423121921/c:line/m:followers.svg)

- X Week XXXXXX +3.80%
- X Month XXXXXX +48%
- X Months XXXXXX +152%
- X Year XXXXXX +187%

### CreatorRank: XXXXXXX [#](/creator/twitter::1144815438423121921/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1144815438423121921/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1144815438423121921/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$cvna](/topic/$cvna) #9, [$app](/topic/$app) #19, [applovin](/topic/applovin) #23, [market cap](/topic/market-cap) #563, [cvna](/topic/cvna) #3, [$oklo](/topic/$oklo) #146, [auto loans](/topic/auto-loans) #76, [$nkla](/topic/$nkla) #8, [instead of](/topic/instead-of) 1.44%, [plants](/topic/plants) #1709

**Top accounts mentioned or mentioned by**
[@silberschmelzer](/creator/undefined) [@apazyryk](/creator/undefined) [@followthescien8](/creator/undefined) [@grahamev31](/creator/undefined) [@fiordhedge](/creator/undefined) [@mr_benny_chan](/creator/undefined) [@wildace](/creator/undefined) [@tommyskeptic](/creator/undefined) [@watbywbarif](/creator/undefined) [@_buddhistinvest](/creator/undefined) [@teabagcapital](/creator/undefined) [@partners_road](/creator/undefined) [@wstree188966](/creator/undefined) [@martinshkreli](/creator/undefined) [@officialrohazy](/creator/undefined) [@snowytrail1](/creator/undefined) [@pernixmc](/creator/undefined) [@athipatla](/creator/undefined) [@commonsenseplay](/creator/undefined) [@whtdoikno](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Applovin Corporation (APP)](/topic/$app) [Oklo Inc. (OKLO)](/topic/$oklo) [CarMax, Inc (KMX)](/topic/$kmx) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [BlackRock Inc (BLK)](/topic/blackrock) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Instacart (CART)](/topic/$cart) [DoorDash, Inc. (DASH)](/topic/doordash) [Bank of America (BAC)](/topic/bank-of-america) [Morgan Stanley (MS)](/topic/morgan-stanley) [General Motors Company (GM)](/topic/general-motors) [UBS Group AG (UBS)](/topic/$ubs) [JPMorgan Chase (JPM)](/topic/$jpm) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Lithia Motors, Inc. (LAD)](/topic/$lad) [AutoNation, Inc. (AN)](/topic/$an) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Goldman Sachs (GS)](/topic/goldman-sachs) [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [ServiceNow Inc (NOW)](/topic/servicenow) [Intuit Inc. (INTU)](/topic/$intu) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PepsiCo, Inc. (PEP)](/topic/$pep) [Boeing Co (BA)](/topic/$ba) [QuantumScape Corporation (QS)](/topic/$qs) [Jefferies Financial Group Inc. (JEF)](/topic/$jef)
### Top Social Posts [#](/creator/twitter::1144815438423121921/posts)
---
Top posts by engagements in the last XX hours

"AppLovin $APP stock reminds me a lot Fiverr $FVRR stock. Back during the pandemic bull run (Mar 2020 - Feb 2021) Fiverr an online marketplace for freelance services went up 926%. It ended up dropping XX% after peaking"  
[X Link](https://x.com/SilbergleitJr/status/1972697386393972973) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-29T16:18Z 11.3K followers, 5656 engagements


"Given the recent run-up of AppLovin $APP following the announcement of SP500 inclusion I think we are in for the $SMCI scenario. Super Micro Computer Inc joined SP500 around $XXX per share followed by a XX% retraction in the stock price within the next XX months. It's extremely lucrative and enticing to force unsuspecting passive funds to buy"  
[X Link](https://x.com/SilbergleitJr/status/1970155377393308032) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-22T15:57Z 11.3K followers, 10.5K engagements


""where to buy silver" and "where to buy gold" search queries on Google are breaking records. The multi-year spike in trend started July 2025 which perfectly aligns with the rapid rise in prices of these precious metals. Keep in mind that the sudden spike in demand from regular folks among many institutional investors and traders is causing a disbalance in the market causing the price of silver and gold to spike. As with any other asset and commodity an increase in demand leads to an eventual increase in supply as producers want to profit. Many silver and gold miners are selling a lot of their"  
[X Link](https://x.com/SilbergleitJr/status/1978818500467843072) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-16T13:41Z 11.3K followers, 2361 engagements


"As I said earlier $OKLO can push to $XXX to reach the same level of grift as $NKLA back in the day"  
[X Link](https://x.com/SilbergleitJr/status/1976701189275140251) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-10T17:27Z 11.3K followers, 4638 engagements


"I always found it puzzling how AppLovin $APP was only enrolling advertisers in its beta e-commerce program only if they spend at least $600000 on Meta Ads per month. Why the need to make Meta advertising a requirement Is it because they were reverse engineering conversion data in order to falsely attribute it to to them If AppLovin's algorithm is indeed superior why rely on Meta"  
[X Link](https://x.com/SilbergleitJr/status/1975918610054087049) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-08T13:38Z 11.3K followers, 5141 engagements


"As I said two years ago there is nothing proprietary in $CART business model and it can be easily replicated by other delivery companies. Today's announcement about Kroger's partnership with DoorDash is an example of that"  
[X Link](https://x.com/SilbergleitJr/status/1972738451238990111) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-29T19:01Z 11.3K followers, 2973 engagements


"Here are all the analyst firms that led the sheep to slaughter on AppLovin $APP along their price targets. Wedbush - OUTPERFORM - $XXX Bank of America - BUY - $XXX Citi - BUY - $XXX Morgan Stanley - OVERWEIGHT - $XXX Philip Securities - ACCUMULATE - $XXX UBS - BUY - $XXX Piper Sandler - OVERWEIGHT - $XXX Oppenheimer - OUTPERFORM - $XXX Jefferies - BUY -$760 The funniest is Wedbush who gave an OUTPERFORM $XXX target mere hours before AppLovin stock fell on report of a SEC investigation. My only questions is are all these firms truly that dumb or are they all in on a deal playing dumb to"  
[X Link](https://x.com/SilbergleitJr/status/1975698166088716625) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-07T23:02Z 11.3K followers, 6418 engagements


"Today I continued looking into Auto Securitization Trusts. Tricolor a now-bankrupt used-car reseller has drawn attention for suspected fraud. Investigators claim the company used the same vehicles as collateral multiple times. In other words they sold one car issued one loan and then packaged that loan into several auto securitization trusts similar to mortgage-backed bonds but for car loans. This is clearly illegal yet major banks and investors kept buying without asking questions. I reviewed the Tricolor Auto Securitization Trust 2025-2 presale report published by S&P Global in June 2025"  
[X Link](https://x.com/SilbergleitJr/status/1975636511350792288) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-07T18:57Z 11.3K followers, 14.6K engagements


"CarMax $KMX the largest used car reseller in the US breached its 52-week low after disappointing Q2 results due to lower retail sales and higher loan loss provisions. There is absolutely no chance that Carvana $CVNA is thriving in the current environment given the deterioration in used car reselling market. Once again I'm reiterating my price target of $XX on Carvana"  
[X Link](https://x.com/SilbergleitJr/status/1971269719715086835) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-25T17:45Z 11.3K followers, 51.4K engagements


"If you have been following our analysis of AppLovin you shoud not be surprised. $APP Silbergleit Team strikes again. Thank you"  
[X Link](https://x.com/SilbergleitJr/status/1975291835137614329) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-06T20:07Z 11.3K followers, 7325 engagements


"Doc is right. AppLovin project is complete. Many unsuspected index investors wereforced to buy at $APP at top dollar prices on a specific date do to the index inclusion. We can now proceed to dump our shares thank you everyone"  
[X Link](https://x.com/SilbergleitJr/status/1975264039220498494) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-06T18:17Z 11.3K followers, 5019 engagements


"Very bullish for Carvana $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1977518645237391371) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-12T23:36Z 11.3K followers, 19.4K engagements


"Back in 2020 Nikola Motor Company $NKLA had a peak market cap of $XX billion. $OKLO currently has a market cap of $XX billion. Since both companies are busy creating graphic renderings instead of working prototypes I'm equating Oklo's stories about small nuclear plants to Nikola's hydrogen trucks that go downhill. I suspect that it is possible for Oklo's market cap to increase by another XX% to reach the same level of grift as Nikola did. That would put $OKLO at $XXX per share"  
[X Link](https://x.com/SilbergleitJr/status/1970263841851244623) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-22T23:08Z 11.3K followers, 164.8K engagements


"As I said earlier I won't be surprised to see $OKLO at $XXX to reach the same level of grift as Nikola $NKLA"  
[X Link](https://x.com/SilbergleitJr/status/1977878264921174165) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-13T23:25Z 11.3K followers, 5387 engagements


"@wadecapital @MartinShkreli is a good guy Doc @silberschmelzer and I like him he just shouldn't get too cocky with fame. 😁 Doc said we can look over his call on $APP but not on $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1975353225810522557) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-07T00:11Z 11.3K followers, XXX engagements


"Rereading Hindenburg's report on $CVNA after Tricolor's bankruptcy is making some points stand out much more. Specifically: - Almost XX% of Carvanas gross profit consisted of sales of customer auto loans to third parties largely in the risky subprime and deep subprime space. - Carvanas originate to sell model is highly skewed to packaging non-prime and subprime borrower loans. - Almost XX% of Carvanas loans it sells in ABS (asset backed securities) deals are non-prime. Over XX% of its recent non-prime ABS deals have weighted average FICO scores in the deep subprime range the riskiest levels"  
[X Link](https://x.com/SilbergleitJr/status/1967985330801578279) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-16T16:14Z 11.3K followers, 3876 engagements


"Moody's upgraded Carvana's credit rating. All good guys $CVNA going to $XXX. Its market cap will be worth more than Ford and General Motors combined. Please remain calm and stay seated"  
[X Link](https://x.com/SilbergleitJr/status/1974204374013407393) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-03T20:06Z 11.3K followers, 3967 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) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-08-29T14:08Z 11.3K followers, XXX engagements


"You don't need a degree in finance to understand that Carvana stock price is a debacle waiting to happen. I peaked at Morningstar's Report of Carvana Auto Receivables Trust 2024-N3. Auto Receivables Trust is simply an asset-backed security that pays some returns. You can think of it as a bond backed by packaged auto loans analogous to mortgage backed securities. Big financial institutions buy these as they tend to have a higher yield. Carvana issues two types of these packaged products one is P backed by prime loans (I'll review them after) while N is backed by non-prime loans (reviewing them"  
[X Link](https://x.com/SilbergleitJr/status/1973529862934831594) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-01T23:26Z 11.3K followers, 127.5K engagements


"CarMax $KMX Forward P/E: XXXXX Carvana $CVNA Forward P/E: XXXXX Both sell used cars with CarMax selling more vehicles than Carvana. For Carvana to be valued same as CarMax on Forward P/E multiple its stock price should be: (13.28 / 60.61) x $XXX = $XX No matter which way you look at it there is no reason for Carvana's share price to be above $100"  
[X Link](https://x.com/SilbergleitJr/status/1976645414511382681) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-10T13:46Z 11.3K followers, 8521 engagements


"The U.S. used car market is highly fragmented with tens of thousands independent dealerships and small operators. Even the largest players like CarMax Lithia Motors AutoNation Penske Automotive and Carvana control a small portion of the overall market. Here is the list of the used car resellers by market share estimate based on the number of cars sold and their respective market cap: X. CarMax $KMX - XXX% - $9.6b X. Carvana $CVNA - XXX% - $68.6b X. Lithia Motors $LAD - XXX% - $8.2b X. AutoNation $AN - XXX% - $6.9b X. Penske Automotive $PAG - XXX% - $10.8b Carvana is valued XXXX times the"  
[X Link](https://x.com/SilbergleitJr/status/1927866226564649305) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-05-28T23:15Z 11.3K followers, XXX engagements


"Since everyone is saying $QUBT and $RGTI are obvious shorts the masterminds behind this charade will pump these stocks even further. I'm speaking this as an experienced trader and an occasional shorter. They lure you in with "logic" and "fundamental analysis" and then they pump the stocks to the heights you have never imagine d before even in your wildest dreams. $QUBT (current market cap $4.6B) can easily double from here. $RGTI (current market cap $13B) can also push to $20B market cap without a problem in my opinion. Remember that Nikola $NKLA went to $29B market at the peak of the fraud."  
[X Link](https://x.com/SilbergleitJr/status/1975193333887877208) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-06T13:36Z 11.3K followers, 78.7K 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) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-30T01:36Z 11.3K followers, 12.9K engagements


"Just because insiders are selling it doesn't mean the stock price will go down. Carvana's CEO and his father sell $CVNA stock daily and the stock price is near all-time highs. The masterminds behind the pump of these hot air quantum companies know people fall for "logic traps" like @MartinShkreli did and are prepared to pump them even further once all sheep get into their short positions repeating "it doesn't make sense". Please exercise caution I agree with you that they're a beautiful shorting opportunity but not yet. Given how everyone's telling me that it's an obvious short it tells me"  
[X Link](https://x.com/SilbergleitJr/status/1975600758704734689) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-07T16:35Z 11.3K followers, 14.5K engagements


"Given my skepticism about $OKLO and their current valuation I decided to write a small python script and create a list of all pre-revenue companies sorted by market capitalization. The results are in and my assumption has been confirmed to no surprise. At $XX billion market cap Oklo is the 423rd company in the US by market cap and the most valuable pre-revenue company"  
[X Link](https://x.com/SilbergleitJr/status/1969938447629517081) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-22T01:35Z 11.3K followers, 191.3K engagements


"Actor: I wish there were warnings about AppLovin $APP. Narrator: There were"  
[X Link](https://x.com/SilbergleitJr/status/1975337775239987493) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-06T23:10Z 11.3K followers, 4349 engagements


"$CVNA technical analysis: - candle crossed below the EMA100 for the first time since April when the price was $XXX - EMA9 below EMA21 - MACD below Signal on negative histogram indicating momentum is to the downside and the bearish trend is either continuing or strengthening - SPY down X% Nasdaq down XXX% - VIX up XX% Algos are not happy"  
[X Link](https://x.com/SilbergleitJr/status/1976737763212116046) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-10T19:53Z 11.3K followers, 3185 engagements


"A hank of yarn is slowly unwinding. - Blackrock is seeking to pull cash from Jefferies funds due to the large exposure to the trade of debt of now bankrupt auto-parts supplier First Brands - X days ago Jefferies upgraded Carvana to $XXX from $XXX due to what I interpret as "let's calm down everybody" strategy as they would probably not want $CVNA pillar to fall in the middle of the First Brands saga they are dealing with - Blackrock seeking to pull cash is a classic example of liquidity contraction which will ultimately lead to a reduction in the demand of securitized loans"  
[X Link](https://x.com/SilbergleitJr/status/1976060057214386199) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-08T23:00Z 11.3K followers, 33.6K engagements


"Carvana's CEO Ernest Garcia III has been literally showing us for months every single trading day how to trade $CVNA stock and you guys are still confused complaining not sure what to do reading analysis by Jefferies BTIG JPMorgan and the rest. Do you want to take investment advice from a successful entrepreneur and a billionaire or some full-time 9-to-5 analyst living paycheck to paycheck waiting for a Christmas bonus I'm not sure what else can he do to help you"  
[X Link](https://x.com/SilbergleitJr/status/1977407687144153200) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-12T16:15Z 11.3K followers, 338.1K engagements


"As promised yesterday today we'll be taking a look at Carvana's prime auto receivables trust 2025-P3. Unlike non-prime (N) prime (P) packaged loans consist of borrowers with higher FICO scores. Here are the key points: - An average car is around $25000 (slightly more expensive compared to $23000 in sub-prime package) - Average interest is XX% (significantly better than XX% sub-prime) - LTV (loan-to-value) is XX meaning the lender is financing XX% of car's value - Loan duration is XX months (6 years same as with sub-prime) - average FICO score is XXX Majority of the loans come from Texas"  
[X Link](https://x.com/SilbergleitJr/status/1973894012215185688) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-02T23:33Z 11.3K followers, 9046 engagements


"Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that Carvana is selling used cars and if there is a cool down in a used car market like we have seen already with CarMax and the rise in delinquencies then it has to affect Carvana too. You can paint it however you want but it is what it is"  
[X Link](https://x.com/SilbergleitJr/status/1973418197819789608) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-01T16:02Z 11.3K followers, 29.4K engagements


"- BTIG says Carvana is a "top pick" - Moody's upgraded Carvana's credit rating - Jefferies upgraded from Hold to Buy - JPMorgan raised price target on "solid fundamentals" - Citizens JMP gave Outperform rating supported by "favorable industry trends" We get it. Carvana $CVNA is safe and sound. It's all good. It will outperform the market from here. Calm down everyone please"  
[X Link](https://x.com/SilbergleitJr/status/1976726425316343940) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-10T19:08Z 11.3K followers, 25.8K engagements


"I know some like technical analysis and some don't but generally we can all agree that when price candles reach to kiss volume candles it's not good. $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1978890751967670649) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-16T18:28Z 11.3K followers, 2651 engagements


"Tricolors bankruptcy is exposing cracks in bonds backed by subprime auto loans. The big player in creating and selling these bonds is Carvana $CVNA. Many of you told me Carvana's high multiple isn't about selling used cards but packing and selling the loans. Institutions buying these bonds will certainly add more scrutiny to them now given the fallout from Tricolor. More scrutiny is not good for Carvana's business considering they are already under SEC subpoena. The Department of Justice is involved in Tricolors fraud case. I'm not saying Carvana will share the same fate but their business"  
[X Link](https://x.com/SilbergleitJr/status/1967364236528759095) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-14T23:06Z 11.3K followers, 11.4K engagements


"An interesting interpretation of the daily insider $CVNA stock sales by Carvana's CEO ($3700000 per trading day $74000000 per month) I have read on Stocktwits: "My analysis suggests Garcia is recycling stock sale proceeds to prop up Bridgecrest masking the deteriorating loan performance to keep ABS tranches current and investor demand strong & alive. Based on public servicing data early payment defaults and rewrite rates have surged across CART 2025-P3 2025-P1 and 2024-P4 yet reported delinquencies remain artificially low to subprime market performance. Secondary market bids for Class N"  
[X Link](https://x.com/SilbergleitJr/status/1974143909094641881) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-03T16:06Z 11.3K followers, 48.5K engagements


"Seeing the +1500% stock price appreciation of a pre-revenue company named $OKLO I decided to do a quick due diligence. X. Went to finviz to see if insiders are selling. They are. X. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was the only woman on the list. Turns out she's the co-founder and COO. X. Caroline cares deeply about environment and health and has a master's degree from MIT in nuclear engineering. X. Went to Google Scholar and could not find a single research paper on nuclear energy by her. I searched for both Caroline Cochran and"  
[X Link](https://x.com/SilbergleitJr/status/1969433369827295417) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-20T16:08Z 11.3K followers, 439.4K engagements


"Despite SEC investigation for potential fraud analysts say AppLovin growth is still intact. Please go back to your desks and buy $APP. Trust us bro"  
[X Link](https://x.com/SilbergleitJr/status/1975958882943184990) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-08T16:18Z 11.3K followers, 5189 engagements


"$QS The technicals are shifting while higher lows are forming and options flow is starting to lean bullish again. With liquidity rotating back in and short-term sentiment stabilizing those Quantumscape strikes offer a clean setup for a measured grind higher into the close of October"  
[X Link](https://x.com/SilbergleitJr/status/1978555673764835332) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-15T20:16Z 11.3K followers, 2670 engagements


"Where theres smoke theres fire. $JEF $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1976098305244590355) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-09T01:32Z 11.3K followers, 10.3K engagements


"More competition for Carvana $CVNA. Once again I'm reiterating my $XX price target from the current $390"  
[X Link](https://x.com/SilbergleitJr/status/1973036933745160308) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-30T14:47Z 11.3K followers, 5879 engagements


"Exactly Doc is right. Please listen @commonsenseplay You are focusing on fundamentals too much and ignoring the technical setup. Everyone knows these quantum companies are hot air. However momentum traders and algos do not care about fundamentals they only care if there is momentum and liquidity on whatever ticker. You can get run over quickly if you ignore the signals and short without pacing yourself. I wrote about this few months ago"  
[X Link](https://x.com/SilbergleitJr/status/1978004138383335935) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-14T07:45Z 11.3K followers, XXX engagements


"As we are preparing for the inevitable debacle on the used car auto loan securitization loan market to happen given the fallout from Tricolor and First Brands bankruptcies - I'd like to reiterate SELL rating with a $XX price target on Carvana $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1976282762329133177) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-09T13:45Z 11.3K followers, 12.7K engagements


"I wonder if $APP advertisers will be as happy with the performance now that AppLovin shut down a product that auto-installs apps"  
[X Link](https://x.com/SilbergleitJr/status/1978597204068876714) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-15T23:01Z 11.3K followers, 2849 engagements


"The current technical trading situation on Carvana $CVNA reminds me a lot of the situation when Doc and I experienced when shorting Abercrombie and Fitch $ANF back in summer 2024. Carvana stock price crossed 100-day exponential moving average. From my experience this event causes momentum traders and algos to lose interest in the ticker. These players take away with them significant buying pressure as they seek to move to other momentum tickers like $OKLO or $RGTI. Without this momentum and buying pressure the stock is left to defend its sky high price on its own with weak fundamentals. It's"  
[X Link](https://x.com/SilbergleitJr/status/1978095212208803872) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-14T13:47Z 11.3K followers, 9459 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 Avatar @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.

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  • X Week XX -XX%
  • X Month XXX +30%
  • X Months XXX +102%
  • X Year XXX +395%

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  • X Week XXXXXX +3.80%
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  • X Months XXXXXX +152%
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Social Influence #


Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% exchanges XXXX%

Social topic influence $cvna #9, $app #19, applovin #23, market cap #563, cvna #3, $oklo #146, auto loans #76, $nkla #8, instead of 1.44%, plants #1709

Top accounts mentioned or mentioned by @silberschmelzer @apazyryk @followthescien8 @grahamev31 @fiordhedge @mr_benny_chan @wildace @tommyskeptic @watbywbarif @_buddhistinvest @teabagcapital @partners_road @wstree188966 @martinshkreli @officialrohazy @snowytrail1 @pernixmc @athipatla @commonsenseplay @whtdoikno

Top assets mentioned Carvana Co. (CVNA) Applovin Corporation (APP) Oklo Inc. (OKLO) CarMax, Inc (KMX) Quantum Computing Inc. Common (QUBT) Rigetti Computing, Inc. Common Stock (RGTI) BlackRock Inc (BLK) Super Micro Computer, Inc. Common Stock (SMCI) Alphabet Inc Class A (GOOGL) Instacart (CART) DoorDash, Inc. (DASH) Bank of America (BAC) Morgan Stanley (MS) General Motors Company (GM) UBS Group AG (UBS) JPMorgan Chase (JPM) Ally Financial, Inc. (ALLY) Fifth Third Bancorp (FITB) Lithia Motors, Inc. (LAD) AutoNation, Inc. (AN) Abbott Laboratories (ABT) Goldman Sachs (GS) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) ServiceNow Inc (NOW) Intuit Inc. (INTU) Charles Schwab Corporation (SCHW) Uber Technologies, Inc. (UBER) PepsiCo, Inc. (PEP) Boeing Co (BA) QuantumScape Corporation (QS) Jefferies Financial Group Inc. (JEF)

Top Social Posts #


Top posts by engagements in the last XX hours

"AppLovin $APP stock reminds me a lot Fiverr $FVRR stock. Back during the pandemic bull run (Mar 2020 - Feb 2021) Fiverr an online marketplace for freelance services went up 926%. It ended up dropping XX% after peaking"
X Link @SilbergleitJr 2025-09-29T16:18Z 11.3K followers, 5656 engagements

"Given the recent run-up of AppLovin $APP following the announcement of SP500 inclusion I think we are in for the $SMCI scenario. Super Micro Computer Inc joined SP500 around $XXX per share followed by a XX% retraction in the stock price within the next XX months. It's extremely lucrative and enticing to force unsuspecting passive funds to buy"
X Link @SilbergleitJr 2025-09-22T15:57Z 11.3K followers, 10.5K engagements

""where to buy silver" and "where to buy gold" search queries on Google are breaking records. The multi-year spike in trend started July 2025 which perfectly aligns with the rapid rise in prices of these precious metals. Keep in mind that the sudden spike in demand from regular folks among many institutional investors and traders is causing a disbalance in the market causing the price of silver and gold to spike. As with any other asset and commodity an increase in demand leads to an eventual increase in supply as producers want to profit. Many silver and gold miners are selling a lot of their"
X Link @SilbergleitJr 2025-10-16T13:41Z 11.3K followers, 2361 engagements

"As I said earlier $OKLO can push to $XXX to reach the same level of grift as $NKLA back in the day"
X Link @SilbergleitJr 2025-10-10T17:27Z 11.3K followers, 4638 engagements

"I always found it puzzling how AppLovin $APP was only enrolling advertisers in its beta e-commerce program only if they spend at least $600000 on Meta Ads per month. Why the need to make Meta advertising a requirement Is it because they were reverse engineering conversion data in order to falsely attribute it to to them If AppLovin's algorithm is indeed superior why rely on Meta"
X Link @SilbergleitJr 2025-10-08T13:38Z 11.3K followers, 5141 engagements

"As I said two years ago there is nothing proprietary in $CART business model and it can be easily replicated by other delivery companies. Today's announcement about Kroger's partnership with DoorDash is an example of that"
X Link @SilbergleitJr 2025-09-29T19:01Z 11.3K followers, 2973 engagements

"Here are all the analyst firms that led the sheep to slaughter on AppLovin $APP along their price targets. Wedbush - OUTPERFORM - $XXX Bank of America - BUY - $XXX Citi - BUY - $XXX Morgan Stanley - OVERWEIGHT - $XXX Philip Securities - ACCUMULATE - $XXX UBS - BUY - $XXX Piper Sandler - OVERWEIGHT - $XXX Oppenheimer - OUTPERFORM - $XXX Jefferies - BUY -$760 The funniest is Wedbush who gave an OUTPERFORM $XXX target mere hours before AppLovin stock fell on report of a SEC investigation. My only questions is are all these firms truly that dumb or are they all in on a deal playing dumb to"
X Link @SilbergleitJr 2025-10-07T23:02Z 11.3K followers, 6418 engagements

"Today I continued looking into Auto Securitization Trusts. Tricolor a now-bankrupt used-car reseller has drawn attention for suspected fraud. Investigators claim the company used the same vehicles as collateral multiple times. In other words they sold one car issued one loan and then packaged that loan into several auto securitization trusts similar to mortgage-backed bonds but for car loans. This is clearly illegal yet major banks and investors kept buying without asking questions. I reviewed the Tricolor Auto Securitization Trust 2025-2 presale report published by S&P Global in June 2025"
X Link @SilbergleitJr 2025-10-07T18:57Z 11.3K followers, 14.6K engagements

"CarMax $KMX the largest used car reseller in the US breached its 52-week low after disappointing Q2 results due to lower retail sales and higher loan loss provisions. There is absolutely no chance that Carvana $CVNA is thriving in the current environment given the deterioration in used car reselling market. Once again I'm reiterating my price target of $XX on Carvana"
X Link @SilbergleitJr 2025-09-25T17:45Z 11.3K followers, 51.4K engagements

"If you have been following our analysis of AppLovin you shoud not be surprised. $APP Silbergleit Team strikes again. Thank you"
X Link @SilbergleitJr 2025-10-06T20:07Z 11.3K followers, 7325 engagements

"Doc is right. AppLovin project is complete. Many unsuspected index investors wereforced to buy at $APP at top dollar prices on a specific date do to the index inclusion. We can now proceed to dump our shares thank you everyone"
X Link @SilbergleitJr 2025-10-06T18:17Z 11.3K followers, 5019 engagements

"Very bullish for Carvana $CVNA"
X Link @SilbergleitJr 2025-10-12T23:36Z 11.3K followers, 19.4K engagements

"Back in 2020 Nikola Motor Company $NKLA had a peak market cap of $XX billion. $OKLO currently has a market cap of $XX billion. Since both companies are busy creating graphic renderings instead of working prototypes I'm equating Oklo's stories about small nuclear plants to Nikola's hydrogen trucks that go downhill. I suspect that it is possible for Oklo's market cap to increase by another XX% to reach the same level of grift as Nikola did. That would put $OKLO at $XXX per share"
X Link @SilbergleitJr 2025-09-22T23:08Z 11.3K followers, 164.8K engagements

"As I said earlier I won't be surprised to see $OKLO at $XXX to reach the same level of grift as Nikola $NKLA"
X Link @SilbergleitJr 2025-10-13T23:25Z 11.3K followers, 5387 engagements

"@wadecapital @MartinShkreli is a good guy Doc @silberschmelzer and I like him he just shouldn't get too cocky with fame. 😁 Doc said we can look over his call on $APP but not on $CVNA"
X Link @SilbergleitJr 2025-10-07T00:11Z 11.3K followers, XXX engagements

"Rereading Hindenburg's report on $CVNA after Tricolor's bankruptcy is making some points stand out much more. Specifically: - Almost XX% of Carvanas gross profit consisted of sales of customer auto loans to third parties largely in the risky subprime and deep subprime space. - Carvanas originate to sell model is highly skewed to packaging non-prime and subprime borrower loans. - Almost XX% of Carvanas loans it sells in ABS (asset backed securities) deals are non-prime. Over XX% of its recent non-prime ABS deals have weighted average FICO scores in the deep subprime range the riskiest levels"
X Link @SilbergleitJr 2025-09-16T16:14Z 11.3K followers, 3876 engagements

"Moody's upgraded Carvana's credit rating. All good guys $CVNA going to $XXX. Its market cap will be worth more than Ford and General Motors combined. Please remain calm and stay seated"
X Link @SilbergleitJr 2025-10-03T20:06Z 11.3K followers, 3967 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 @SilbergleitJr 2025-08-29T14:08Z 11.3K followers, XXX engagements

"You don't need a degree in finance to understand that Carvana stock price is a debacle waiting to happen. I peaked at Morningstar's Report of Carvana Auto Receivables Trust 2024-N3. Auto Receivables Trust is simply an asset-backed security that pays some returns. You can think of it as a bond backed by packaged auto loans analogous to mortgage backed securities. Big financial institutions buy these as they tend to have a higher yield. Carvana issues two types of these packaged products one is P backed by prime loans (I'll review them after) while N is backed by non-prime loans (reviewing them"
X Link @SilbergleitJr 2025-10-01T23:26Z 11.3K followers, 127.5K engagements

"CarMax $KMX Forward P/E: XXXXX Carvana $CVNA Forward P/E: XXXXX Both sell used cars with CarMax selling more vehicles than Carvana. For Carvana to be valued same as CarMax on Forward P/E multiple its stock price should be: (13.28 / 60.61) x $XXX = $XX No matter which way you look at it there is no reason for Carvana's share price to be above $100"
X Link @SilbergleitJr 2025-10-10T13:46Z 11.3K followers, 8521 engagements

"The U.S. used car market is highly fragmented with tens of thousands independent dealerships and small operators. Even the largest players like CarMax Lithia Motors AutoNation Penske Automotive and Carvana control a small portion of the overall market. Here is the list of the used car resellers by market share estimate based on the number of cars sold and their respective market cap: X. CarMax $KMX - XXX% - $9.6b X. Carvana $CVNA - XXX% - $68.6b X. Lithia Motors $LAD - XXX% - $8.2b X. AutoNation $AN - XXX% - $6.9b X. Penske Automotive $PAG - XXX% - $10.8b Carvana is valued XXXX times the"
X Link @SilbergleitJr 2025-05-28T23:15Z 11.3K followers, XXX engagements

"Since everyone is saying $QUBT and $RGTI are obvious shorts the masterminds behind this charade will pump these stocks even further. I'm speaking this as an experienced trader and an occasional shorter. They lure you in with "logic" and "fundamental analysis" and then they pump the stocks to the heights you have never imagine d before even in your wildest dreams. $QUBT (current market cap $4.6B) can easily double from here. $RGTI (current market cap $13B) can also push to $20B market cap without a problem in my opinion. Remember that Nikola $NKLA went to $29B market at the peak of the fraud."
X Link @SilbergleitJr 2025-10-06T13:36Z 11.3K followers, 78.7K 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 @SilbergleitJr 2025-09-30T01:36Z 11.3K followers, 12.9K engagements

"Just because insiders are selling it doesn't mean the stock price will go down. Carvana's CEO and his father sell $CVNA stock daily and the stock price is near all-time highs. The masterminds behind the pump of these hot air quantum companies know people fall for "logic traps" like @MartinShkreli did and are prepared to pump them even further once all sheep get into their short positions repeating "it doesn't make sense". Please exercise caution I agree with you that they're a beautiful shorting opportunity but not yet. Given how everyone's telling me that it's an obvious short it tells me"
X Link @SilbergleitJr 2025-10-07T16:35Z 11.3K followers, 14.5K engagements

"Given my skepticism about $OKLO and their current valuation I decided to write a small python script and create a list of all pre-revenue companies sorted by market capitalization. The results are in and my assumption has been confirmed to no surprise. At $XX billion market cap Oklo is the 423rd company in the US by market cap and the most valuable pre-revenue company"
X Link @SilbergleitJr 2025-09-22T01:35Z 11.3K followers, 191.3K engagements

"Actor: I wish there were warnings about AppLovin $APP. Narrator: There were"
X Link @SilbergleitJr 2025-10-06T23:10Z 11.3K followers, 4349 engagements

"$CVNA technical analysis: - candle crossed below the EMA100 for the first time since April when the price was $XXX - EMA9 below EMA21 - MACD below Signal on negative histogram indicating momentum is to the downside and the bearish trend is either continuing or strengthening - SPY down X% Nasdaq down XXX% - VIX up XX% Algos are not happy"
X Link @SilbergleitJr 2025-10-10T19:53Z 11.3K followers, 3185 engagements

"A hank of yarn is slowly unwinding. - Blackrock is seeking to pull cash from Jefferies funds due to the large exposure to the trade of debt of now bankrupt auto-parts supplier First Brands - X days ago Jefferies upgraded Carvana to $XXX from $XXX due to what I interpret as "let's calm down everybody" strategy as they would probably not want $CVNA pillar to fall in the middle of the First Brands saga they are dealing with - Blackrock seeking to pull cash is a classic example of liquidity contraction which will ultimately lead to a reduction in the demand of securitized loans"
X Link @SilbergleitJr 2025-10-08T23:00Z 11.3K followers, 33.6K engagements

"Carvana's CEO Ernest Garcia III has been literally showing us for months every single trading day how to trade $CVNA stock and you guys are still confused complaining not sure what to do reading analysis by Jefferies BTIG JPMorgan and the rest. Do you want to take investment advice from a successful entrepreneur and a billionaire or some full-time 9-to-5 analyst living paycheck to paycheck waiting for a Christmas bonus I'm not sure what else can he do to help you"
X Link @SilbergleitJr 2025-10-12T16:15Z 11.3K followers, 338.1K engagements

"As promised yesterday today we'll be taking a look at Carvana's prime auto receivables trust 2025-P3. Unlike non-prime (N) prime (P) packaged loans consist of borrowers with higher FICO scores. Here are the key points: - An average car is around $25000 (slightly more expensive compared to $23000 in sub-prime package) - Average interest is XX% (significantly better than XX% sub-prime) - LTV (loan-to-value) is XX meaning the lender is financing XX% of car's value - Loan duration is XX months (6 years same as with sub-prime) - average FICO score is XXX Majority of the loans come from Texas"
X Link @SilbergleitJr 2025-10-02T23:33Z 11.3K followers, 9046 engagements

"Someone big is stuck in $CVNA and they're desperately trying to prop up the charade by having analysts from multiple institutions give absurd price targets valuing Carvana more than the biggest car manufacturers in the world. The bottom line is that Carvana is selling used cars and if there is a cool down in a used car market like we have seen already with CarMax and the rise in delinquencies then it has to affect Carvana too. You can paint it however you want but it is what it is"
X Link @SilbergleitJr 2025-10-01T16:02Z 11.3K followers, 29.4K engagements

"- BTIG says Carvana is a "top pick" - Moody's upgraded Carvana's credit rating - Jefferies upgraded from Hold to Buy - JPMorgan raised price target on "solid fundamentals" - Citizens JMP gave Outperform rating supported by "favorable industry trends" We get it. Carvana $CVNA is safe and sound. It's all good. It will outperform the market from here. Calm down everyone please"
X Link @SilbergleitJr 2025-10-10T19:08Z 11.3K followers, 25.8K engagements

"I know some like technical analysis and some don't but generally we can all agree that when price candles reach to kiss volume candles it's not good. $CVNA"
X Link @SilbergleitJr 2025-10-16T18:28Z 11.3K followers, 2651 engagements

"Tricolors bankruptcy is exposing cracks in bonds backed by subprime auto loans. The big player in creating and selling these bonds is Carvana $CVNA. Many of you told me Carvana's high multiple isn't about selling used cards but packing and selling the loans. Institutions buying these bonds will certainly add more scrutiny to them now given the fallout from Tricolor. More scrutiny is not good for Carvana's business considering they are already under SEC subpoena. The Department of Justice is involved in Tricolors fraud case. I'm not saying Carvana will share the same fate but their business"
X Link @SilbergleitJr 2025-09-14T23:06Z 11.3K followers, 11.4K engagements

"An interesting interpretation of the daily insider $CVNA stock sales by Carvana's CEO ($3700000 per trading day $74000000 per month) I have read on Stocktwits: "My analysis suggests Garcia is recycling stock sale proceeds to prop up Bridgecrest masking the deteriorating loan performance to keep ABS tranches current and investor demand strong & alive. Based on public servicing data early payment defaults and rewrite rates have surged across CART 2025-P3 2025-P1 and 2024-P4 yet reported delinquencies remain artificially low to subprime market performance. Secondary market bids for Class N"
X Link @SilbergleitJr 2025-10-03T16:06Z 11.3K followers, 48.5K engagements

"Seeing the +1500% stock price appreciation of a pre-revenue company named $OKLO I decided to do a quick due diligence. X. Went to finviz to see if insiders are selling. They are. X. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was the only woman on the list. Turns out she's the co-founder and COO. X. Caroline cares deeply about environment and health and has a master's degree from MIT in nuclear engineering. X. Went to Google Scholar and could not find a single research paper on nuclear energy by her. I searched for both Caroline Cochran and"
X Link @SilbergleitJr 2025-09-20T16:08Z 11.3K followers, 439.4K engagements

"Despite SEC investigation for potential fraud analysts say AppLovin growth is still intact. Please go back to your desks and buy $APP. Trust us bro"
X Link @SilbergleitJr 2025-10-08T16:18Z 11.3K followers, 5189 engagements

"$QS The technicals are shifting while higher lows are forming and options flow is starting to lean bullish again. With liquidity rotating back in and short-term sentiment stabilizing those Quantumscape strikes offer a clean setup for a measured grind higher into the close of October"
X Link @SilbergleitJr 2025-10-15T20:16Z 11.3K followers, 2670 engagements

"Where theres smoke theres fire. $JEF $CVNA"
X Link @SilbergleitJr 2025-10-09T01:32Z 11.3K followers, 10.3K engagements

"More competition for Carvana $CVNA. Once again I'm reiterating my $XX price target from the current $390"
X Link @SilbergleitJr 2025-09-30T14:47Z 11.3K followers, 5879 engagements

"Exactly Doc is right. Please listen @commonsenseplay You are focusing on fundamentals too much and ignoring the technical setup. Everyone knows these quantum companies are hot air. However momentum traders and algos do not care about fundamentals they only care if there is momentum and liquidity on whatever ticker. You can get run over quickly if you ignore the signals and short without pacing yourself. I wrote about this few months ago"
X Link @SilbergleitJr 2025-10-14T07:45Z 11.3K followers, XXX engagements

"As we are preparing for the inevitable debacle on the used car auto loan securitization loan market to happen given the fallout from Tricolor and First Brands bankruptcies - I'd like to reiterate SELL rating with a $XX price target on Carvana $CVNA"
X Link @SilbergleitJr 2025-10-09T13:45Z 11.3K followers, 12.7K engagements

"I wonder if $APP advertisers will be as happy with the performance now that AppLovin shut down a product that auto-installs apps"
X Link @SilbergleitJr 2025-10-15T23:01Z 11.3K followers, 2849 engagements

"The current technical trading situation on Carvana $CVNA reminds me a lot of the situation when Doc and I experienced when shorting Abercrombie and Fitch $ANF back in summer 2024. Carvana stock price crossed 100-day exponential moving average. From my experience this event causes momentum traders and algos to lose interest in the ticker. These players take away with them significant buying pressure as they seek to move to other momentum tickers like $OKLO or $RGTI. Without this momentum and buying pressure the stock is left to defend its sky high price on its own with weak fundamentals. It's"
X Link @SilbergleitJr 2025-10-14T13:47Z 11.3K followers, 9459 engagements

@SilbergleitJr
/creator/twitter::SilbergleitJr