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[@SilbergleitJr](/creator/twitter/SilbergleitJr)
"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 11.5K followers, 165.1K 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 11.5K followers, 127.8K 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 11.5K followers, 9117 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 11.5K followers, 48.6K engagements


"Where theres smoke theres fire. $JEF $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1976098305244590355) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-09T01:32Z 11.5K followers, 11K 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 11.5K followers, 8613 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 11.5K followers, 26K 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 11.5K followers, 3228 engagements


"Very bullish for Carvana $CVNA"  
[X Link](https://x.com/SilbergleitJr/status/1977518645237391371) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-12T23:36Z 11.5K followers, 19.6K 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 11.5K followers, 9757 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 11.5K followers, 3254 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 11.5K followers, 2953 engagements


"@TeaBagCapital Doc.@silberschmelzer and I read $ALLY buys $CVNA auto backed securities"  
[X Link](https://x.com/SilbergleitJr/status/1979060150418686169) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T05:41Z 11.5K 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) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T13:45Z 11.5K followers, 79.1K engagements


"AppLovin $APP is still the 46th largest company in the US by market cap"  
[X Link](https://x.com/SilbergleitJr/status/1979219868840026494) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T16:16Z 11.5K followers, 1747 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 11.4K followers, 191.5K 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 11.4K followers, 51.5K 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 11.4K followers, 29.5K 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 11.4K followers, 33.7K 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 11.5K followers, 4450 engagements


"@Jetsons007 @silberschmelzer I see from the prospectus that it's a leveraged ETN by Bank of Montreal meant to track daily 3x inverse of S-Network MicroSectors Gold Miners Index consisting of XX% $GDX and XX% $GDXJ"  
[X Link](https://x.com/SilbergleitJr/status/1979243411354853854) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T17:49Z 11.5K followers, 1071 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 11.4K followers, 3879 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, 5026 engagements


"@StockJabber @FOIAsearch Were you short $APP and did you profit using this tool"  
[X Link](https://x.com/SilbergleitJr/status/1975418027530457491) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-07T04:28Z 11.3K followers, 1387 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 11.4K followers, 439.5K engagements


"For anyone curious how $OKLO story will end"  
[X Link](https://x.com/SilbergleitJr/status/1969796764191392091) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-09-21T16:12Z 11.4K followers, 260.2K 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 11.4K followers, 5254 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 11.4K followers, 5455 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 11.4K followers, 2814 engagements


"@silberschmelzer .to be audited 😁"  
[X Link](https://x.com/SilbergleitJr/status/1979249275109363769) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T18:12Z 11.4K followers, XXX 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 11.4K followers, 2992 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 11.4K followers, 78.9K 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 11.4K followers, 5306 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 11.4K followers, 4673 engagements


"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 11.4K followers, 5694 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 11.4K followers, 14.5K 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 11.4K followers, 12.7K engagements


"@Dctr_Phil @duane2020a It says in the letter that Carvana provided Deloitte a computer-generated data file with respect to 6161 loans out of 24964. Maybe it's typical in the auditing industry to trust the data provided by the party you are auditing. I can't tell. I'm not an auditor"  
[X Link](https://x.com/SilbergleitJr/status/1979248602028356028) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T18:10Z 11.4K followers, XX engagements


"@duane2020a @Dctr_Phil I get your point. It's just assumed that no rational company would be willingly committing fraud as there are consequences but in the case of Tricolor and First Brands we saw we can't blindly rely on this postulate alone"  
[X Link](https://x.com/SilbergleitJr/status/1979249113469268249) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T18:12Z 11.4K followers, XX 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 11.5K followers, 14.8K 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 11.5K followers, 342.2K engagements


"@WahlstromGrant So closed loop. Makes sense"  
[X Link](https://x.com/SilbergleitJr/status/1979301760180101538) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T21:41Z 11.4K followers, XXX engagements


"@4442117N761355W Thank you for your insight. I'm not from the auditing or car loan industry but I wonder do buyers of these ABS do their own due diligence in addition to what consulting firms like Deloitte do"  
[X Link](https://x.com/SilbergleitJr/status/1979247795564384707) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T18:07Z 11.5K followers, 3231 engagements


"@b_t_cook Ok so then who's in charge of confirming what's actually in those loan packages"  
[X Link](https://x.com/SilbergleitJr/status/1979298574111285340) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-17T21:28Z 11.5K followers, 2547 engagements


"Once again a gentle reminder that the recent gold price appreciation has exceeded money supply growth significantly in the past year. The argument how gold will always go up due to money printing is only correct to an extent. If gold price appreciates much faster than the money supply corrections are inevitable. We are in for a replay of 2011 scenario on gold and silver. This is not an opinion it's a fact"  
[X Link](https://x.com/SilbergleitJr/status/1979582008063045709) [@SilbergleitJr](/creator/x/SilbergleitJr) 2025-10-18T16:15Z 11.5K followers, 14.2K engagements