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

- X Week XXXXXXX -XX%
- X Month XXXXXXX +276%
- X Months XXXXXXXXX +105%
- X Year XXXXXXXXX +158%

### 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 -XXXX%
- X Month XXX +85%
- X Months XXX +17%
- X Year XXXXX +88%

### 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 +2.30%
- X Month XXXXX +14%
- X Months XXXXX +31%
- X Year XXXXX +43%

### 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)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXX% [travel destinations](/list/travel-destinations)  XXX%

**Social topic influence**
[$cvna](/topic/$cvna) #22, [$ally](/topic/$ally) #6, [$jef](/topic/$jef) #5, [$kmx](/topic/$kmx) #3, [$jpm](/topic/$jpm) #17, [$qs](/topic/$qs) #54, [abs](/topic/abs) #1113, [brands](/topic/brands) #225, [$ionq](/topic/$ionq) #210, [$qubt](/topic/$qubt) #784

**Top accounts mentioned or mentioned by**
[@silbergleitjr](/creator/undefined) [@martinshkreli](/creator/undefined) [@commonsenseplay](/creator/undefined) [@unicusresearch](/creator/undefined) [@grahamev31](/creator/undefined) [@wildace](/creator/undefined) [@realjimchanos](/creator/undefined) [@ambroise23968](/creator/undefined) [@martinsilenus3](/creator/undefined) [@tommyskeptic](/creator/undefined) [@laurenbalik](/creator/undefined) [@goldbugger](/creator/undefined) [@raymorejayhawk](/creator/undefined) [@apazyryk](/creator/undefined) [@c1_df9432](/creator/undefined) [@silbergleitjrs](/creator/undefined) [@krugerbrentltd](/creator/undefined) [@mindfulcap](/creator/undefined) [@ronaldtgoldman](/creator/undefined) [@beckontim](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [CarMax, Inc (KMX)](/topic/$kmx) [JPMorgan Chase (JPM)](/topic/$jpm) [QuantumScape Corporation (QS)](/topic/$qs) [IonQ, Inc. (IONQ)](/topic/$ionq) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [GM (GM)](/topic/$gm) [Applovin Corporation (APP)](/topic/$app) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [AutoNation, Inc. (AN)](/topic/$an) [Oklo Inc. (OKLO)](/topic/$oklo) [DAOLaunch (DAL)](/topic/$dal) [UBS Group AG (UBS)](/topic/$ubs) [BlackCoin (BLK)](/topic/$blk) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [SPDR GOLD ETF (GLD)](/topic/$gld) [Metadium (META)](/topic/$meta) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [American Airlines Group Inc (AAL)](/topic/$aal) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [General Motors Company (GM)](/topic/general-motors) [Walrus (WAL)](/topic/$wal) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [ACoconut (AC)](/topic/$ac) [Southwest Airlines Co (LUV)](/topic/$luv) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Barclays PLC (BCS)](/topic/$bcs) [Royal Bank of Canada (RY)](/topic/$ry) [The Toronto-Dominion Bank (TD)](/topic/$td) [Bifrost Native Coin (BNC)](/topic/$bnc) [Canadian Imperial Bank of Commerce (CM)](/topic/$cm) [Bank of Montreal (BMO)](/topic/$bmo) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [Hertz Network (HTZ)](/topic/$htz) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GameStop, Corp. (GME)](/topic/$gme)
### Top Social Posts [#](/creator/twitter::1133941580866498560/posts)
---
Top posts by engagements in the last XX hours

"$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 5879 followers, 6443 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 5879 followers, 82.5K 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 5879 followers, 1052 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 5878 followers, XXX 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 5879 followers, 5513 engagements


"$ALLY $GM The vans were then sold to another sham McNamara company an auto export firm called Harbor East Equities which in turn sold them to the bogus Cyprus firm Cydonia Trading Ltd"  
[X Link](https://x.com/silberschmelzer/status/1979674473940013165) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T22:22Z 5879 followers, XXX engagements


"$CVNA Why $KMX typically turns over XX - XX% of the pool at the cutoff date for their ABS audits while Carvana's auditors received a data file containing a mere X% of the total receivables for its 2024 P4 issuance (1354 out of 25122) Cc: @RealJimChanos @UnicusResearch"  
[X Link](https://x.com/silberschmelzer/status/1979976133811577106) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T18:21Z 5879 followers, 1612 engagements


"@kshaughnessy2 $CVNA $JPM"  
[X Link](https://x.com/silberschmelzer/status/1980033010863833351) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T22:07Z 5878 followers, XXX engagements


"$SPY $MES Smart money doesnt wait for Monday. The trading week for @SilbergleitJr and me really starts Sunday at X PM ET when futures light up and sentiment gets priced in.💵 #OptionsTrading"  
[X Link](https://x.com/silberschmelzer/status/1980040458022629379) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T22:36Z 5879 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 5876 followers, XXX engagements


"$AC.to stock price is up XX% since April 8th. .@SilbergleitJr and I were confident in our analysis back in April 2025 and knew that $XX was not a problem. Those who read our analysis are now heavily rewarded. 💵 $JETS $DAL"  
[X Link](https://x.com/silberschmelzer/status/1943410210602652034) [@silberschmelzer](/creator/x/silberschmelzer) 2025-07-10T20:41Z 5871 followers, 4319 engagements


"$AC.to They are closing short positions on Air Canada like there is no tomorrow. 💵 Cc: $AAL $DAL $UAL $LUV $JETS"  
[X Link](https://x.com/silberschmelzer/status/1944121131490771436) [@silberschmelzer](/creator/x/silberschmelzer) 2025-07-12T19:46Z 5877 followers, 2664 engagements


"$CGC has been navigating the challenging waters of the cannabis industry where profitability remains elusive for many. This Canadian titan is renowned for its diverse product range and strategic incursions into the U.S. market through its affiliate Canopy USA LLC. 💵 $WEED.to"  
[X Link](https://x.com/silberschmelzer/status/1955003751808503944) [@silberschmelzer](/creator/x/silberschmelzer) 2025-08-11T20:29Z 5877 followers, 1060 engagements


"$HYLN's director makes bold move with major stock purchase in Hyliion Holdings. What does he know that the rest of us don't"  
[X Link](https://x.com/silberschmelzer/status/1960262955917840891) [@silberschmelzer](/creator/x/silberschmelzer) 2025-08-26T08:48Z 5878 followers, 4638 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 5877 followers, XXX engagements


"$QS CEO and CFO at IAA Cars Conference chat hosted by $DB "  
[X Link](https://x.com/silberschmelzer/status/1965597722217722261) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-10T02:06Z 5867 followers, 1582 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 5878 followers, XXX engagements


"$LAC skyrockets as Trump administration reportedly seeks equity stake Just try to be on the right side and follow the money. 💵 $LAC.to Cc: $LAR $LAR.to"  
[X Link](https://x.com/silberschmelzer/status/1970668148887073045) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-24T01:54Z 5874 followers, 6290 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 5876 followers, XXX engagements


"$LAC $GM General Motors which invested $XXX million for a XX% interest in Thacker Pass has already secured long-term supply agreements from the mine. A GM spokesperson told Reuters: Were confident in the project which supports the administrations goals"  
[X Link](https://x.com/silberschmelzer/status/1971194222289273315) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-25T12:45Z 5876 followers, XXX 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 5877 followers, 1556 engagements


"$CVNA $HTZ Hertz Car Sales just launched nationwide online car buying in partnership with $AMZN Autos. Thats direct competition to CVNAs digital first model as Hertz has inventory brand trust & Amazon distribution on its side. Carvanas theater might be running out of acts"  
[X Link](https://x.com/silberschmelzer/status/1973055879932002697) [@silberschmelzer](/creator/x/silberschmelzer) 2025-09-30T16:02Z 5876 followers, 1167 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 5876 followers, 1750 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 5879 followers, 1840 engagements


"$CVNA Early in a loans life delinquency looks low because borrowers are still motivated to keep the car and avoid immediate repo. As time passes payment fatigue sets in especially on high-APR (20%+) subprime loans. Thats when defaults spike. $KMX"  
[X Link](https://x.com/silberschmelzer/status/1973507499606286590) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-01T21:57Z 5877 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 5876 followers, 3486 engagements


"$HYLN quietly waking up from hibernation. After months of silence the stocks starting to show real momentum"  
[X Link](https://x.com/silberschmelzer/status/1975940094612955188) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-08T15:03Z 5875 followers, 1550 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 5866 followers, 1253 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 5876 followers, XXX 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 5876 followers, 2384 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 5877 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 5877 followers, 1880 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 5876 followers, 12.1K 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 5879 followers, XXX 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 5879 followers, XXX engagements


"$CVNA $JEF Has it started"  
[X Link](https://x.com/silberschmelzer/status/1976689380581355890) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-10T16:40Z 5877 followers, 7696 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 5876 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 5877 followers, 1552 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 5876 followers, 1623 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 5877 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 5867 followers, XXX engagements


"@_buddhistinvest @BeckonTim @UnicusResearch $CVNA The impact will be the same as one on Ugly Duckling in the late nineties. Do you remember how Ugly Duckling brought profitable innovation to used car sales and loans"  
[X Link](https://x.com/silberschmelzer/status/1977471987338338643) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-12T20:30Z 5873 followers, XX 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 5876 followers, 7405 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 5875 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 5876 followers, 2134 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 5876 followers, 4941 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 5876 followers, 6569 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 5876 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 5876 followers, 25.7K 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 5877 followers, XXX engagements


"@MS_NY5000 $QBTX $IONL and $QUBX have options"  
[X Link](https://x.com/silberschmelzer/status/1977971573807100082) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-14T05:35Z 5876 followers, XX 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 5878 followers, 1552 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 5876 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 5876 followers, XXX 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 5878 followers, XXX 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 5877 followers, 1822 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 5877 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 5879 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 5867 followers, 2899 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 5867 followers, 1300 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 5874 followers, 1101 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 5877 followers, 1621 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 5875 followers, XXX 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 5877 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 5877 followers, 1202 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 5876 followers, 2775 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 5877 followers, XXX engagements


"$CVNA & $ALLY get ready "  
[X Link](https://x.com/silberschmelzer/status/1979246959505330402) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T18:03Z 5875 followers, XXX 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 5878 followers, 5751 engagements


"@SilbergleitJr Exactly To be audited . $CVNA $ALLY"  
[X Link](https://x.com/silberschmelzer/status/1979250417675440547) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T18:17Z 5873 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 5876 followers, 1149 engagements


"@yolo_n_fukulate @SilbergleitJr $SLV The theta will eat you alive"  
[X Link](https://x.com/silberschmelzer/status/1980016758015549502) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T21:02Z 5877 followers, XXX engagements


"Another one bites the dust Even The Royal Mint cant handle the #Silver rush. Retail frenzy is alive and well. Queue position: #489. #GoldRate 🤑"  
[X Link](https://x.com/silberschmelzer/status/1979941207091331114) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T16:02Z 5879 followers, 1567 engagements


"Enough is enough. $APP keeps serving these cartoon ads to kids and many are blatantly inappropriate. This isnt an isolated incident. Its part of a pattern of zero content oversight. Regulators are taking a serious look at whats being pushed through these mobile ad networks"  
[X Link](https://x.com/silberschmelzer/status/1980338685053989120) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-20T18:21Z 5879 followers, 2867 engagements


"$PL @SilbergleitJr and I like $PL for the growth story. Its quietly building momentum and could soon join the space growth club with $RKLB $ASTS and $LUNR. Follow us as well be sharing our full strategy and trade orders soon. 💵#OptionsTrading"  
[X Link](https://x.com/silberschmelzer/status/1974852883612065929) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-05T15:03Z 5876 followers, 1583 engagements


"$RGTI @SilbergleitJr and I have initiated a short position on the quantum scam whose name sounds like a pasta brand. Well show @MartinShkreli and the followers how to short a stock by writing LEAP CALLs. This way you don't borrow shares or pay margin interest. $QBTS $QUBT $IONQ"  
[X Link](https://x.com/silberschmelzer/status/1976303363366019545) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-09T15:06Z 5877 followers, 5513 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 5876 followers, 9964 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 5877 followers, 1543 engagements


"@TSOH_Investing $CVNA $ALLY "  
[X Link](https://x.com/silberschmelzer/status/1980008523791565020) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T20:29Z 5877 followers, XXX engagements


"@kshaughnessy2 $JEF $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1980032723692793941) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T22:06Z 5877 followers, XXX engagements


"@brent_e_trader $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1980033504399466821) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T22:09Z 5877 followers, XXX engagements


"@BakkenShale @SilbergleitJr Have you talked with Klaus before you decided not to go physical $SLV $GLD $GDX $GDXJ"  
[X Link](https://x.com/silberschmelzer/status/1980105543751532755) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-20T02:55Z 5877 followers, XXX engagements


"$QS Ducati V21L is equipped with QuantumScape solid-state batteries developed in collaboration with Audi and PowerCo. Audi engineers are currently working on the SSB for the Audi PB XX e-tron. Viele Gre aus Mnchen"  
[X Link](https://x.com/silberschmelzer/status/1978595941734052154) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-15T22:56Z 5879 followers, 7077 engagements


"@DarioCpx The argument that gold will always go up due to money printing is only correct to an extent. If the gold price appreciates much faster than the money supply corrections are inevitable. $GDXJ $GDX $GLD $AEM"  
[X Link](https://x.com/silberschmelzer/status/1979596459038388401) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T17:12Z 5879 followers, XXX engagements


"@DarioCpx $CVNA $JEF fraud alert "  
[X Link](https://x.com/silberschmelzer/status/1979598545389863163) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T17:20Z 5879 followers, XXX engagements


"$JEF has been made aware of bad actors posing as Jefferies representatives and targeting individuals worldwide. Cc: $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1979602008370806963) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T17:34Z 5879 followers, 1213 engagements


"$SLV Going short #silver here. The crowds gone full FOMO and when even The Royal Mint has a queue its time to fade the frenzy. When everyones lining up to buy silver @SilbergleitJr and I are lining up to short it. Someone has to restore balance to the market"  
[X Link](https://x.com/silberschmelzer/status/1979947745415692350) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T16:28Z 5879 followers, 2335 engagements


"@xandrewcooper @SilbergleitJr $OKLO What do you think is it a bullish or bearish position"  
[X Link](https://x.com/silberschmelzer/status/1979961350047617307) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T17:22Z 5879 followers, XXX engagements


"Two weeks after being selected as one of the reactor projects to receive support under the US Department of Energy's Nuclear Reactor Pilot Program Aalo Atomics has broken ground at a site in Idaho to start construction of its first experimental modular nuclear reactor. Cc: $OKLO"  
[X Link](https://x.com/silberschmelzer/status/1979972147972825584) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T18:05Z 5879 followers, XXX engagements


"@ManishSahu1008 @SilbergleitJr Ah yes let me just hop in my time machine and buy gold at $XXX in 2000. While I'm at it Ill grab some $AAPL stock and real estate in Brooklyn too. Great plan"  
[X Link](https://x.com/silberschmelzer/status/1980414400755642706) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-20T23:22Z 5879 followers, XX 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 5877 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 5878 followers, 4570 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 5879 followers, 2049 engagements


"$GDXJ This is the same gameplay from 2011. @SilbergleitJr and I have pressed the 'short' button on #GoldRate and #Silver. 💵 Cc: $GDX $SLV $AEM"  
[X Link](https://x.com/silberschmelzer/status/1979232420785266849) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T17:05Z 5877 followers, XXX engagements


"$CVNA $ALLY $JEF And we have a new subprime auto loan lender bankruptcy. PrimaLend.💸"  
[X Link](https://x.com/silberschmelzer/status/1979316656930427044) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T22:40Z 5878 followers, 4004 engagements


"$CVNA $ALLY $JEF $JPM Subprime auto loan delinquencies are currently higher than during the Global Financial Crisis of 2007-2008. How did you boost Carvana's profitability Ernie Cc: @RealJimChanos @UnicusResearch"  
[X Link](https://x.com/silberschmelzer/status/1979329475084230737) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-17T23:31Z 5879 followers, 22.1K engagements


"$CVNA is $ALLY's McNamara $GM scam v2.0 "  
[X Link](https://x.com/silberschmelzer/status/1979673251799539867) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T22:17Z 5879 followers, 2369 engagements


"$ALLY $GM McNamaras Buick store would buy the vans from Kay Industries and proceed to produce MSOs with fake VINs which they forwarded to GMAC to obtain the financing. Cc: $CVNA"  
[X Link](https://x.com/silberschmelzer/status/1979674119940771886) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-18T22:21Z 5879 followers, 1429 engagements


"The Canadian Mint website load balancer is handling the traffic well but they are out of stock #GoldRate #Silver"  
[X Link](https://x.com/silberschmelzer/status/1979942263590416741) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T16:06Z 5879 followers, XXX engagements


"@realreturns_ @BeckonTim @UnicusResearch You forgot John McNamara's Kay Industries.🤑 $GM $ALLY"  
[X Link](https://x.com/silberschmelzer/status/1979953675687596059) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-19T16:51Z 5879 followers, XX engagements


"@SilbergleitJr $GDX $GDXJ $GLD Gold looks shiny until youre stuck holding it underwater for years. Buying now Think twice"  
[X Link](https://x.com/silberschmelzer/status/1980413263855935620) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-20T23:18Z 5879 followers, XXX engagements


"$IBKRs Hottest Shorts as of October XX 2025. $CRCL $OPEN $QUBT"  
[X Link](https://x.com/silberschmelzer/status/1980446484060610694) [@silberschmelzer](/creator/x/silberschmelzer) 2025-10-21T01:30Z 5878 followers, XXX engagements