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# ![@silberschmelzer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1133941580866498560.png) @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.

### Engagements: XXXXXX [#](/creator/twitter::1133941580866498560/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1133941580866498560/c:line/m:interactions.svg)

- X Week XXXXXXX +34%
- X Month XXXXXXX +318%
- X Months XXXXXXXXX +98%
- X Year XXXXXXXXX +159%

### Mentions: XX [#](/creator/twitter::1133941580866498560/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1133941580866498560/c:line/m:posts_active.svg)

- X Week XXX +2.70%
- X Month XXX +71%
- X Months XXX +12%
- X Year XXXXX +93%

### Followers: XXXXX [#](/creator/twitter::1133941580866498560/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1133941580866498560/c:line/m:followers.svg)

- X Week XXXXX +3.60%
- X Month XXXXX +14%
- X Months XXXXX +30%
- X Year XXXXX +42%

### CreatorRank: XXXXXXX [#](/creator/twitter::1133941580866498560/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1133941580866498560/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1133941580866498560/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$cvna](/topic/$cvna) #6, [$jef](/topic/$jef) #6, [$ally](/topic/$ally) #2, [$ionq](/topic/$ionq) #149, [$qs](/topic/$qs) #13, [$rgti](/topic/$rgti) #156, [$qubt](/topic/$qubt) #871, [$qbts](/topic/$qbts) #90, [stocks](/topic/stocks) 1.12%, [$kmx](/topic/$kmx) #3

**Top accounts mentioned or mentioned by**
[@silbergleitjr](/creator/undefined) [@realjimchanos](/creator/undefined) [@martinshkreli](/creator/undefined) [@commonsenseplay](/creator/undefined) [@unicusresearch](/creator/undefined) [@grahamev31](/creator/undefined) [@dakyne](/creator/undefined) [@wildace](/creator/undefined) [@cleanmoney86](/creator/undefined) [@kennybizz](/creator/undefined) [@jrouldz](/creator/undefined) [@ericjackson](/creator/undefined) [@ambroise23968](/creator/undefined) [@silbergleitjrs](/creator/undefined) [@tommyskeptic](/creator/undefined) [@hindenburgres](/creator/undefined) [@logicalbitcoinr](/creator/undefined) [@alstocktrades](/creator/undefined) [@gunshowtrader](/creator/undefined) [@raymorejayhawk](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Ally Financial, Inc. (ALLY)](/topic/$ally) [IonQ, Inc. (IONQ)](/topic/$ionq) [QuantumScape Corporation (QS)](/topic/$qs) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [CarMax, Inc (KMX)](/topic/$kmx) [Applovin Corporation (APP)](/topic/$app) [JPMorgan Chase (JPM)](/topic/$jpm) [BlackCoin (BLK)](/topic/$blk) [Oklo Inc. (OKLO)](/topic/$oklo) [UBS Group AG (UBS)](/topic/$ubs) [AutoNation, Inc. (AN)](/topic/$an) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Datadog Inc (DDOG)](/topic/$ddog) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [BlackRock Inc (BLK)](/topic/blackrock) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/$ms) [Walrus (WAL)](/topic/$wal) [General Motors Company (GM)](/topic/general-motors) [GM (GM)](/topic/$gm) [Wells Fargo & Co (WFC)](/topic/$wfc) [Reddit, Inc. (RDDT)](/topic/$rddt) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [AT&T Inc. (T)](/topic/$t) [Intuit Inc. (INTU)](/topic/$intu) [PepsiCo, Inc. (PEP)](/topic/$pep) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Intel Corporation (INTC)](/topic/$intc) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [McDonald's Corp (MCD)](/topic/$mcd) [DisChain (DIS)](/topic/$dis) [Now Coin (NOW)](/topic/$now) [Lowes Companies Inc (LOW)](/topic/$low) [Boeing Co (BA)](/topic/$ba)
### Top Social Posts [#](/creator/twitter::1133941580866498560/posts)
---
Top posts by engagements in the last XX hours

"@commonsenseplay @MartinShkreli @SilbergleitJr Nobody knows if we are at the peak or not $QUBT $QBTS $RGTI $IONQ"  
[X Link](https://x.com/silberschmelzer/status/1977995391778910627) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T07:10Z 5832 followers, XXX engagements


"$QS The keyword is 'QUANTUM' $QUBT $QBTS $RGTI $IONQ $QMCO"  
[X Link](https://x.com/silberschmelzer/status/1978866451546054777) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T16:51Z 5851 followers, 1270 engagements


"$QS Yes @SilbergleitJr and I are investors who have been trading QuantumScape's stock from its $KCAC pre-spac times. Cc: @Cpt_RDubya"  
[X Link](https://x.com/silberschmelzer/status/1974871479574819258) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-05T16:17Z 5833 followers, 4807 engagements


"@MS_NY5000 $CVNA To be valued in line with other car sellers Carvana should be $XX (-89% correction from the current price of $346)"  
[X Link](https://x.com/silberschmelzer/status/1978244244927021531) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T23:39Z 5832 followers, XXX engagements


"@APazyryk @SilbergleitJr $CVNA $JEF What do you think"  
[X Link](https://x.com/silberschmelzer/status/1976146438263365647) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T04:43Z 5844 followers, XXX engagements


"$ALLY was actually created from General Motors financing company decades ago. Those guys from $GM were fools before and they still are. No wonder Trevor from $NKLA fooled them too"  
[X Link](https://x.com/silberschmelzer/status/1979061645088268704) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T05:47Z 5860 followers, 1154 engagements


"@Ambroise23968 @commonsenseplay @MartinShkreli If the sector runs purely on hype $QS rallies too. When reality hits both sides fall but QSs business is less correlated to the collapse in quantum tech. Short the grift long the decoy. QS is the QUANTUM that retail misunderstands making it a narrative hedge. $RGTI $IONQ"  
[X Link](https://x.com/silberschmelzer/status/1977992805030023632) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T07:00Z 5832 followers, XXX engagements


"$CVNA $KMX What made Fifth Third Bank ( $FITB ) do the auditing on Tricolor 30000 cars are missing. They drove the car away and went into Mexico. Cc: $ALLY $JPM $WFC"  
[X Link](https://x.com/silberschmelzer/status/1973868927106363675) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-02T21:53Z 5860 followers, 3448 engagements


"$CVNA @UnicusResearch in your recent discussion you mentioned hearing anecdotally that Carvana might be doing it like Tricolor. Could you please clarify if you were referring to double-pledging of collateral and whether this was supported by anything in the SEC filings"  
[X Link](https://x.com/silberschmelzer/status/1977557405945971145) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-13T02:10Z 5835 followers, 6523 engagements


"$CVNA Is $JEF Exposed To Carvana (the other overly leveraged firm)"  
[X Link](https://x.com/silberschmelzer/status/1978236901770367234) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T23:10Z 5844 followers, 1729 engagements


"Datadog ( $DDOG ) said to explore a fresh takeover bid for $GTLB"  
[X Link](https://x.com/silberschmelzer/status/1978917891085902195) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T20:16Z 5851 followers, 1594 engagements


"@UnicusResearch $CVNA I think @SilbergleitJr and I can help $ALLY to do a full auditing of VINs in the packages and bring this nonsense to an end Please stay tuned for the results"  
[X Link](https://x.com/silberschmelzer/status/1979249306214265016) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T18:13Z 5860 followers, 4971 engagements


"$APP Oh you wish there were warnings about AppLovin Yeah there were but you just werent following the chosen ones like Doc & Junior"  
[X Link](https://x.com/silberschmelzer/status/1975560492627251382) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-07T13:55Z 5834 followers, 2479 engagements


"$APP If your AI cant perform without $META s data you dont have an ad engine you have a dependency problem. When the smartest AI in adtech needs a Meta budget to think you know where this story ends"  
[X Link](https://x.com/silberschmelzer/status/1975948866395537425) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T15:38Z 5860 followers, 5037 engagements


"@HindenburgRes $ALLY is one of the largest car finance companies in the U.S. providing car financing and leasing to X million customers and originating XXX million car loans in 2024. Cc: $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1979058788079407346) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T05:35Z 5860 followers, XXX engagements


"@Ambroise23968 @commonsenseplay @MartinShkreli $IONQ $QBTS $QUBT $RGTI Yes believe it or not. But the key difference is that QuantumScape ( $QS ) has real and enormous potential. Compare the $QPO price diagram too.🤑"  
[X Link](https://x.com/silberschmelzer/status/1977986264013173024) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T06:34Z 5834 followers, XXX engagements


"@Ambroise23968 @commonsenseplay @MartinShkreli The idea is likely a hedge using narrative overlap. When 'quantum' hype rises all tickers with 'Quantum' in the name move together regardless of fundamentals. By shorting the actual quantum computing names but going long $QS you hedge exposure to the 'quantum' keyword mania"  
[X Link](https://x.com/silberschmelzer/status/1977991930375033148) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T06:56Z 5856 followers, 1507 engagements


"$CVNA has disclosed that $ALLY historically purchased enough receivables to fund about XX% of Carvanas new loan originations. @HindenburgRes claims that (end of 2024) Carvana sold $2.15B in loans to Ally which they say was about XX% of CVNAs total originations at that time"  
[X Link](https://x.com/silberschmelzer/status/1979057317824926113) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T05:30Z 5860 followers, XXX engagements


"$CVNA bulls cheering Hindenburg closing shop was short-sighted. Damage had already been done and investigations were coming.📉"  
[X Link](https://x.com/silberschmelzer/status/1977150897965896145) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T23:14Z 5834 followers, XXX engagements


"$MS $BLK and Texas Treasury Safekeeping Trust have asked investment bank $JEF to return money they invested in Jefferies' Point Bonita Capital fund. Point Bonita had a large exposure to bankrupt U.S. auto-parts supplier First Brands. Cc: $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1977085782847586352) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T18:55Z 5833 followers, 1131 engagements


"$CVNA Jefferies ( $JEF ) was warned not to fuck with Silbergleits"  
[X Link](https://x.com/silberschmelzer/status/1976050207939825844) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T22:20Z 5832 followers, 1585 engagements


"$OKLO At least Nikola had a truck to roll downhill. Whats Oklo gonna roll A reactor sketch"  
[X Link](https://x.com/silberschmelzer/status/1977969698080735373) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T05:28Z 5834 followers, 1574 engagements


"$QS Don't ask me how but @SilbergleitJr and I know that the second major global automotive OEM announcement is just around the corner"  
[X Link](https://x.com/silberschmelzer/status/1975900603403628841) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T12:26Z 5851 followers, 17K engagements


"$RGTI It's the headquarters of XX billion Rigetti Computing located at XXX Heinz Avenue Berkeley CA 94710 USA. Cc: $QUBT $IONQ $QBTS"  
[X Link](https://x.com/silberschmelzer/status/1974973877437796366) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-05T23:04Z 5849 followers, 3723 engagements


"$CVNA stock price will drop faster than you can say 'hawk tuah'"  
[X Link](https://x.com/silberschmelzer/status/1976716734275944914) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T18:29Z 5834 followers, XXX engagements


"$QS Picture this: next time that cover comes off its not a Ducati but an E-Porsche running on QuantumScape solid-state power. When VW drops that bomb QS wont just be another EV stock. Itll be the one that mints millionaires"  
[X Link](https://x.com/silberschmelzer/status/1977364882552135799) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T13:25Z 5832 followers, 12.6K engagements


"@SilbergleitJr @commonsenseplay @MartinShkreli Exactly Couldnt agree more. Fundamentals take a back seat when momentum and liquidity take over. You can be right on the thesis and still get steamrolled if you ignore the tape. $ANF $QUBT $QBTS $RGTI $IONQ"  
[X Link](https://x.com/silberschmelzer/status/1978006773715042466) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T07:55Z 5833 followers, XXX engagements


"$ALLY did $CVNA do double pledging I am asking for a friend. 🤑"  
[X Link](https://x.com/silberschmelzer/status/1979070894950486509) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T06:24Z 5860 followers, 2460 engagements


"$IONQ $RGTI $QBTS $QUBT Mazda: $4.35B market cap with $34600000000 (34.6 billion with the B) in sales"  
[X Link](https://x.com/silberschmelzer/status/1978087141839167576) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T13:15Z 5834 followers, 1186 engagements


"$CVNA $KMX $JEF $ALLY @SilbergleitJr absolutely nailed it Valuation gaps like this cant stay hidden forever. Fundamentals always catch up. Carvanas 'theater' can only run so long before the curtain drops"  
[X Link](https://x.com/silberschmelzer/status/1976655541419332094) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T14:26Z 5834 followers, XXX engagements


"@Ross__Hendricks $CVNA XXXX and XXXXX strikes for Jan'26 expiry were @SilbergleitJr and my choice"  
[X Link](https://x.com/silberschmelzer/status/1977876784264716461) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-13T23:19Z 5840 followers, XXX engagements


"$QS @SilbergleitJr just put in a fresh batch of Quantumsscape cash-secured puts expiring at the end of October at strikes XX XX and XX. Junior and I are adjusting the playbook and moving our short-term price target higher into the $21+ zone by month-end"  
[X Link](https://x.com/silberschmelzer/status/1978544880595952060) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-15T19:33Z 5851 followers, 5564 engagements


"$CVNA Moodys upgrades Carvana to B2 with a positive outlook yet the stock is down X% and traders look like they just saw a ghost. Why so nervous💸 $JPM $ALLY $FITB $UBS"  
[X Link](https://x.com/silberschmelzer/status/1974200823493374227) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-03T19:52Z 5846 followers, 5459 engagements


"@RealJimChanos @blue_chip1 $CVNA In that case accounting anomalies like double-pledging of receivables could artificially inflate these gains"  
[X Link](https://x.com/silberschmelzer/status/1979081894957388024) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T07:07Z 5851 followers, XXX engagements


"$JFR In addition to selling every First Brands deal Jefferies kept a significant amount of risk on its balance sheet. Talk about being fully ensnared in this debacle. They have $200M at risk in First Brands' collapse. Is it late to short this bloated pig $BLK $UBS $WAL $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1976067040864800984) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T23:27Z 5849 followers, XXX engagements


"$CVNA So Tricolor was pledging the same cars across multiple trusts and nobody noticed Good thing Carvanas "innovative financing model" is totally different right"  
[X Link](https://x.com/silberschmelzer/status/1975674420770263429) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-07T21:27Z 5833 followers, 1191 engagements


"$RY Mustafa can you check Trudeau and Carney's trading accounts Asking for a friend. $TD $BNC $BMO $CM"  
[X Link](https://x.com/silberschmelzer/status/1970923502149742950) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-24T18:49Z 5832 followers, XXX engagements


"$U Recently Unity Software received a top momentum rating and saw its earnings estimates revised upward reflecting improved forecasts for its near-term performance. The stock price hit @SilbergleitJr and my target price of $XX before the end of October 2025"  
[X Link](https://x.com/silberschmelzer/status/1965075405653815767) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-08T15:31Z 5832 followers, XXX engagements


"$CVNA Hindenburg's research uncovered $800000000 in loan sales to a suspected undisclosed related party along with details on how accounting manipulation and lax underwriting have fueled temporary reported income growth all while insiders cash out billions in stock"  
[X Link](https://x.com/silberschmelzer/status/1977514618844004813) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T23:20Z 5848 followers, 2118 engagements


"On average retail investors invest their money in funds that invest in stocks that have low future returns. To achieve high returns it is best to do the opposite of what these investors do. $CVNA $APP $OKLO $QUBT $QBTS $RGTI $IONQ"  
[X Link](https://x.com/silberschmelzer/status/1978219264390623631) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T22:00Z 5844 followers, XXX engagements


"@APazyryk @SilbergleitJr $CVNA $JEF Six days ago Jefferies upgraded Carvana to $XXX from $XXX due to what our trading team interpret as "let's calm down everybody" strategy as they would probably not want Garcia's pillar to fall in the middle of the First Brands saga they are dealing with"  
[X Link](https://x.com/silberschmelzer/status/1976147128490561976) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T04:46Z 5832 followers, XXX engagements


"@whtDoIKno @SilbergleitJr $CVNA The insurance on Carvana stock was at its lowest price ever. You should stay away from the stock options market"  
[X Link](https://x.com/silberschmelzer/status/1977062291041661199) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T17:22Z 5833 followers, XXX engagements


"$QS Entering the sphere of speculation talks hint at a possible collaboration between QuantumScape and Panasonic on groundbreaking anode-free solid-state battery technology. If true such ambitious undertakings could redefine the companys status in the energy storage landscape"  
[X Link](https://x.com/silberschmelzer/status/1978844884498096627) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T15:26Z 5855 followers, 2862 engagements


"Fitch rates $CVNA Auto Receivables Trust "  
[X Link](https://x.com/silberschmelzer/status/1977078404244816123) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T18:26Z 5833 followers, XXX engagements


"@SilbergleitJr $CVNA Thank you @SilbergleitJr As part of preparation for the inevitable Carvana debacle after fallout from Tricolor and First Brands disasters I'd like to reiterate a BUY rating on PUTs on CVNA. Happy #OptionsTrading"  
[X Link](https://x.com/silberschmelzer/status/1976305912232149394) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T15:17Z 5844 followers, 12K engagements


"$CVNA @SilbergleitJr the WA LTVs in that Carvana ABS pool are eyebrow-raising. ABS data shows WA LTV consistently between 100102%. That means borrowers owe as much or more than the cars are worth leaving zero equity cushion 💸Cc: @RealJimChanos"  
[X Link](https://x.com/silberschmelzer/status/1973497472753475984) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-01T21:17Z 5851 followers, 1278 engagements


"$CVNA $JEF $ALLY $JPM Jim Chanos the short seller who called Enron's fall explains why he is betting against car retailer Carvana "  
[X Link](https://x.com/silberschmelzer/status/1977495241373700350) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T22:03Z 5860 followers, 81.6K engagements


"@SilbergleitJr It's an excellent observation Junior. Once the momentum algos leave theres no one left to hold the line. $CVNA living on borrowed liquidity not fundamentals"  
[X Link](https://x.com/silberschmelzer/status/1978231422214083038) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T22:48Z 5834 followers, XXX engagements


"Senior tranches now trade at XX on the dollar junior slices fetch XX and Tricolor filed for Chapter X bankruptcy on Sep 11th. Collateral was allegedly pledged twice fraud accusations are swirling and major banks including $JPM $BCS and $FITB are absorbing losses. $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1967370276230103143) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-14T23:30Z 5844 followers, XXX engagements


"@SilbergleitJr $CVNA People acting surprised that Carvana operates like Ugly Duckling v2.0. The CEO didnt just fall out of the sky. Garcia II drove here in a subprime-financed lemon with a Garcia family VIN. Are you ready for a little bit of history"  
[X Link](https://x.com/silberschmelzer/status/1977473129137021111) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T20:35Z 5834 followers, 7155 engagements


"@SilbergleitJr So apparently to join AppLovins new Axon ad platform you need to spend at least $600K/month on Meta ads. If $APPs AI is so brilliant why does it need Zucks data to breathe"  
[X Link](https://x.com/silberschmelzer/status/1975945087667577314) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T15:23Z 5840 followers, XXX engagements


"$IONQ We have a full collection Junior and I have initiated a short position on 'quantum computing by PowerPoint'. Writing LEAP calls is a clean & efficient way to express bearish conviction without borrowing shares or paying margin interest. $QUBT $QBTS $RGTI Cc: @MartinShkreli"  
[X Link](https://x.com/silberschmelzer/status/1977773136679444575) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-13T16:27Z 5860 followers, 25.6K engagements


"$APP The story talks about a company with no experienced leadership that pretty much defrauded investors with wild claims of growth when it was never #applovin's reality"  
[X Link](https://x.com/silberschmelzer/status/1978876356130709855) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T17:31Z 5860 followers, 4017 engagements


"$GDX $GDXJ $AEM $SLV. Eventually the market will run out of participants willing to chase the price and along with an increase in supply the prices of #Silver and gold will decline"  
[X Link](https://x.com/silberschmelzer/status/1978871058934415825) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T17:10Z 5860 followers, 1069 engagements


"$OKLO Why OKLO's bulls have to pay $16/day to @SilbergleitJr and me It isnt a fee or commission but simply theta working in favor of the short. Bulls have to 'pay' that time premium while waiting for OKLO to move and Junior collects it as income for taking the other side.💵"  
[X Link](https://x.com/silberschmelzer/status/1978848433231274264) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-16T15:40Z 5860 followers, XXX engagements


"@ronaldtgoldman @raymorejayhawk @UnicusResearch $CVNA & $JEF The ever-trustworthy Jefferies folks whove been the lead underwriter liquidity provider and 'independent' cheerleader of Carvanas ABS machine since 2019. Totally no conflict of interest there"  
[X Link](https://x.com/silberschmelzer/status/1977564805981716907) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-13T02:39Z 5832 followers, XXX engagements


"@MS_NY5000 $CVNA is exorbitantly valued trading at a 1219% higher sales multiple relative to online car peers $KMX and $AN"  
[X Link](https://x.com/silberschmelzer/status/1978245417465786482) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T23:43Z 5835 followers, XXX engagements


"$CVNA had issued $15.4B in ABS as of September 2024. In 2025 new deals totaling potentially $603M + $670M + $1B (P3) and possibly other. Their cumulative ABS outstanding might now be in the range of $18B assuming it continues to issue deals and retain partial interest"  
[X Link](https://x.com/silberschmelzer/status/1977164650241478790) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T00:09Z 5833 followers, XXX engagements


"Datadog $DDOG is reportedly revisiting a takeover bid for GitLab $GTLB at over $XX per share with Morgan Stanley $MS advising on financing per a source familiar with the matter"  
[X Link](https://x.com/silberschmelzer/status/1979018631519363273) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T02:56Z 5832 followers, X engagements


"$QS QuantumScape is on the brink of turning its technology into full-scale manufacturing. Backed by Volkswagen and Bill Gates the company's Cobra process redefines energy storage efficiency. Investors betting against QS might be missing one of 2025's most exciting breakthroughs"  
[X Link](https://x.com/silberschmelzer/status/1978473263891120348) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-15T14:49Z 5860 followers, 6489 engagements


"$CVNA $ALLY is the 18th largest bank in the US by assets. And lets remember how they bragged back in January this year right after Hindenburgs report. They committed and announced that theyre buying $4B worth of auto loan packages for the period from Jan'25 2025 to Jan'26"  
[X Link](https://x.com/silberschmelzer/status/1979055681610150040) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T05:23Z 5860 followers, 1946 engagements


"@SilbergleitJr Exactly To be audited . $CVNA $ALLY"  
[X Link](https://x.com/silberschmelzer/status/1979250417675440547) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T18:17Z 5860 followers, XXX engagements


"$CVNA $JEF Has it started"  
[X Link](https://x.com/silberschmelzer/status/1976689380581355890) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T16:40Z 5837 followers, 7644 engagements


"$CVNA $JEF $ALLY Did Carvana do double pledging"  
[X Link](https://x.com/silberschmelzer/status/1977182184969797787) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T01:19Z 5860 followers, 9872 engagements


"$ALLY Everything goes well until it doesn't. Ally Financial beats Q3 estimates with written premiums of $XXX million flat Y/Y. $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1979235800274325536) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T17:19Z 5860 followers, 1251 engagements


"$CVNA & $ALLY get ready "  
[X Link](https://x.com/silberschmelzer/status/1979246959505330402) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T18:03Z 5860 followers, XXX engagements


"$AC.to $ACDVF 4600000 Air Canada shorts covered"  
[X Link](https://x.com/silberschmelzer/status/1928832564526973191) [@silberschmelzer](/creator/x/silberschmelzer) 2025-05-31T15:14Z 5833 followers, XXX engagements


"$IONQ: $27B market cap with $43M in sales $RGTI: $17.8B market cap with $1M in sales $QBTS: $13.9B market cap with $8M in sales $QUBT: $4.8B market cap with $300k in sales All ripe for being shorted"  
[X Link](https://x.com/silberschmelzer/status/1977998076167037067) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T07:21Z 5834 followers, 2541 engagements


"@SilbergleitJr $APP Exactly @SilbergleitJr. I agree 100%. #Applovin is giving off the same vibes massive run fueled by hype but history shows how quickly these parabolic moves can unwind. The $FVRR comparison is spot on"  
[X Link](https://x.com/silberschmelzer/status/1972733256937394282) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-29T18:40Z 5840 followers, 1555 engagements


"$UBS has more than $500000000 of exposure to First Brands' debt and invoice-linked financing. These are not isolated incidents. First Brands and Tricolor bankruptcies will take down a series of banks with them. Cc: $CVNA $ALLY $JPM $JEF $BLK $WAL"  
[X Link](https://x.com/silberschmelzer/status/1976140537745858823) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T04:19Z 5849 followers, 2361 engagements


"$CVNA An asset manager controlled by a unit of Jefferies Financial Group Inc. ( $JFR ) sank nearly a quarter of its $X billion trade finance portfolio into receivables tied to auto parts supplier First Brands Blood in the water. Cc: $BLK $UBS"  
[X Link](https://x.com/silberschmelzer/status/1976060737635094809) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T23:02Z 5852 followers, 1250 engagements


"$CVNA Just six days ago $JEF upgraded Carvana to $XXX from $XXX due to what I interpret as "let's calm down everybody" strategy as they would probably not want Garcia's pillar to fall in the middle of the First Brands saga they are dealing with"  
[X Link](https://x.com/silberschmelzer/status/1976083254949413349) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T00:32Z 5832 followers, 2921 engagements


"@RealJimChanos @blue_chip1 $CVNA When you say that 'Gain on Sale' profits exceed XXX% of LTM pre-tax profits youre pointing out that most (or all) of Carvanas reported profit is coming not from selling cars but from selling or securitizing its finance receivables right"  
[X Link](https://x.com/silberschmelzer/status/1979080910973645168) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T07:03Z 5860 followers, XXX engagements


"$CVNA is exorbitantly valued trading at a 1219% higher sales multiple relative to online car peers CarMax ( $KMX ) and AutoNation ( $AN ) and a XXX% premium on a forward earnings basis. The company has $XXX billion in net debt and is junk-rated by ratings agencies"  
[X Link](https://x.com/silberschmelzer/status/1977520910270894561) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T23:45Z 5846 followers, 4856 engagements


"$SPY $MES Stock futures rebound from Fridays rout after Trump says China situation will all be fine"  
[X Link](https://x.com/silberschmelzer/status/1977499679580430721) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T22:20Z 5852 followers, XXX engagements


"$CVNA $JPM's CEO sees more than one cockroach but Gupta remains confident and boosted Carvana's stock price target to $425"  
[X Link](https://x.com/silberschmelzer/status/1978241301318422706) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T23:27Z 5854 followers, 4226 engagements


"$APP You wish there were AppLovin warnings There were but you were too busy liking bullish memes"  
[X Link](https://x.com/silberschmelzer/status/1975529538583990746) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-07T11:52Z 5834 followers, XXX engagements


"$GME warrants will trade at about 1/10th the price of the Oct XX call which is essentially an equivalent asset that the market already prices"  
[X Link](https://x.com/silberschmelzer/status/1973134803839959093) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-30T21:16Z 5844 followers, 1749 engagements


"$CVNA $JEF $ALLY $KMX The near-simultaneous collapse of two companies tied to the U.S. auto industry is shedding new light on a fast-growing part of the financial ecosystem little known outside Wall Street"  
[X Link](https://x.com/silberschmelzer/status/1976654667552838038) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T14:22Z 5832 followers, XXX 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](https://x.com/silberschmelzer/status/1975942369494380633) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T15:12Z 5860 followers, XXX engagements


"@Milan_Pualic @SilbergleitJr $ANF continues to be the biggest shorting opportunity of 2024 - numbers don't lie - from Feb XX 2024:"  
[X Link](https://x.com/silberschmelzer/status/1978123810713862315) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T15:40Z 5833 followers, XXX engagements


"$IONQ @SilbergleitJr's and my written CALLs are printing. 📉💸 $QUBT $RGTI $QBTS"  
[X Link](https://x.com/silberschmelzer/status/1979322353692582030) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T23:03Z 5860 followers, XXX engagements


"@Ross__Hendricks @ItysltdGarden There is some other stuff in the $CVNA short collection indeed"  
[X Link](https://x.com/silberschmelzer/status/1977879331809476626) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-13T23:29Z 5833 followers, XXX engagements


"@SilbergleitJr $APP Couldnt agree more. Every cycle has its "cant miss" stock propped up by glowing analyst notes right up until reality shows up. #applovin feels like the new $CVNA. It's the same playbook same cheerleaders same ending loading"  
[X Link](https://x.com/silberschmelzer/status/1975747127629304203) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T02:16Z 5834 followers, XXX engagements


"@ThinkFinance999 $QS Please stay away from the stock market and you should be fine"  
[X Link](https://x.com/silberschmelzer/status/1977477881573064831) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T20:54Z 5834 followers, XXX engagements


"$CVNA BlackRock ( $BLK ) seeks cash from Jefferies ( $JEF ) exposed to First Brands. Jefferies stock tumbles amid bankruptcy woes"  
[X Link](https://x.com/silberschmelzer/status/1976046489777381679) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T22:06Z 5840 followers, 3554 engagements


"@commonsenseplay and @MartinShkreli how do you hedge your short $IONQ $RGTI $QUBT $QBTS positions I would recommend a synthetic long position on QuantumScape ( $QS )"  
[X Link](https://x.com/silberschmelzer/status/1977981152741736820) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T06:13Z 5834 followers, 2201 engagements


"$QS is blowing up today. It's up +17% after news broke about a deal to jointly commercialize its ceramic separator manufacturing. $GLW tie-up gives QS a heavyweight partner in ceramics materials. It's exactly the kind of supply-chain credibility investors were poking for"  
[X Link](https://x.com/silberschmelzer/status/1973425962990838264) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-01T16:33Z 5837 followers, XXX engagements


"$CVNA Don't come later to @SilbergleitJr's and my X channels pretending you weren't told to load on Carvana PUTs. The insurance on CVNA stock was at its lowest price ever"  
[X Link](https://x.com/silberschmelzer/status/1977063916573540430) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T17:29Z 5832 followers, 1531 engagements


"@Milan_Pualic @SilbergleitJr $ANF Doubling down on Abercrombie & Fitch (ANF) short position - from Mar X 2024:"  
[X Link](https://x.com/silberschmelzer/status/1978124205251060066) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T15:42Z 5833 followers, XXX engagements


"@SilbergleitJr $CVNA Is it the right time for small directional play"  
[X Link](https://x.com/silberschmelzer/status/1976657358677016936) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T14:33Z 5833 followers, XXX engagements


"@cwa93393 @MartinShkreli $IONQ Delta Vega Theta Rho. but I haven't seen a single snapshot of the actual position on your channel"  
[X Link](https://x.com/silberschmelzer/status/1977977145029697941) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T05:57Z 5834 followers, XXX engagements


"$CVNA The chart you shared makes the problem very visible. The current delinquency rate on Carvanas older securitizations (20212022 vintages) is much higher than on newer 20242025 deals. Why"  
[X Link](https://x.com/silberschmelzer/status/1973506115163005375) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-01T21:51Z 5833 followers, 1839 engagements


"$CVNA & $JEF The ever-trustworthy Jefferies folks whove been the lead underwriter liquidity provider and 'independent' cheerleader of Carvanas ABS machine since 2019. Totally no conflict of interest there"  
[X Link](https://x.com/silberschmelzer/status/1977066254134550929) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-11T17:38Z 5833 followers, 1600 engagements