Silbergleit Junior (@silbergleitjr) 's Twitter Profile
Silbergleit Junior

@silbergleitjr

Providing advice your financial advisor does not know or does not want to share.

ID: 1144815438423121921

calendar_today29-06-2019 03:50:44

15,15K Tweet

4,4K Followers

358 Following

Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

Don't worry guys. JPMorgan who is balls deep in asset backed securities on used car subprime loans, is telling us everything is ok with Carvana despite Tricolor's sudden bankruptcy, Carvana's SEC subpoena, and Amazon entering the competitive space. It's all good, the $CVNA price

Don't worry guys. JPMorgan who is balls deep in asset backed securities on used car subprime loans, is telling us everything is ok with Carvana despite Tricolor's sudden bankruptcy, Carvana's SEC subpoena, and Amazon entering the competitive space.

It's all good, the $CVNA price
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

Instead of upgrading $CVNA price target to $425, JPMorgan should send some employees to reposes used cars in Texas, leftover from Tricolor's remaining assets. Upgrading Carvana to a price target 12% higher than the current, despite it having a market cap higher than the most

Instead of upgrading $CVNA price target to $425, JPMorgan should send some employees to reposes used cars in Texas, leftover from Tricolor's remaining assets.

Upgrading Carvana to a price target 12% higher than the current, despite it having a market cap higher than the most
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- Back in June 2022, Shaq partnered with FTX to make crypto accessible for everyone. - FTX collapsed November 2022, 6 months later. - September 2025, Shaq partnered with $CVNA. - ????????

- Back in June 2022, Shaq partnered with FTX to make crypto accessible for everyone.
- FTX collapsed November 2022, 6 months later.

- September 2025, Shaq partnered with $CVNA.
- ????????
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

Why are Carvana insiders continuing to sell their shares daily, especially now when they partnered with Shaquille O'Neal to launch AI assistant, and JPMorgan upgraded the price target to $425? $CVNA

Why are Carvana insiders continuing to sell their shares daily, especially now when they partnered with Shaquille O'Neal to launch AI assistant, and JPMorgan upgraded the price target to $425? $CVNA
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

I'm generally bullish on $OPEN, but the CEO of Opendoor Kaz Nejatian posting a picture of his mattress in the office, and this picture of Sam Bankman-Fried made me laugh. 😁

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I know everyone is focused on pumping $APP before SP500 inclusion, so that unsuspecting passive investors are forced to pay top dollar for this exotic company, but does anyone find it somewhat interesting that AppLovin has a higher net profit margin than Google, Meta, Reddit and

I know everyone is focused on pumping $APP before SP500 inclusion, so that unsuspecting passive investors are forced to pay top dollar for this exotic company, but does anyone find it somewhat interesting that AppLovin has a higher net profit margin than Google, Meta, Reddit and
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

When I see Shaquille O'Neal promoting something, I get worried. - Back in June 2022, Shaq partnered with FTX to make crypto accessible for everyone. - FTX collapsed November 2022, 6 months later. - Shaq now partnered with Carvana, for their "revolutionary" AI-bot available at

When I see Shaquille O'Neal promoting something, I get worried.

- Back in June 2022, Shaq partnered with FTX to make crypto accessible for everyone.
- FTX collapsed November 2022, 6 months later.
- Shaq now partnered with Carvana, for their "revolutionary" AI-bot available at
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

If you want to advertise on Reddit $RDDT, a ~$53 billion market cap company (not yet in SP500), you just go on their advertising website and sign up to get started. If you want to advertise on AppLovin $APP, a $213 billion market cap company (recently added to SP500), it's

If you want to advertise on Reddit $RDDT, a ~$53 billion market cap company (not yet in SP500), you just go on their advertising website and sign up to get started.

If you want to advertise on AppLovin $APP, a $213 billion market cap company (recently added to SP500), it's
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

Seeing the +1,500% stock price appreciation of a pre-revenue company named $OKLO, I decided to do a quick due diligence. 1. Went to finviz to see if insiders are selling. They are. 2. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was

Seeing the +1,500% stock price appreciation of a pre-revenue company named $OKLO, I decided to do a quick due diligence.

1. Went to finviz to see if insiders are selling. They are.
2. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was
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$CVNA is at the moment worth more than Hyundai and Kia combined. In their most recent quarter, Hyundai and Kia sold around 1,043,000 + 792,000 = 1,835,000 vehicles. Carvana sold 216,050 vehicles.

$CVNA is at the moment worth more than Hyundai and Kia combined.

In their most recent quarter, Hyundai and Kia sold around 1,043,000 + 792,000 = 1,835,000 vehicles.

Carvana sold 216,050 vehicles.
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

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 ~$20 billion market

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 ~$20 billion market
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Given the recent run-up of AppLovin $APP, following the announcement of SP500 inclusion, I think we are in for the $SMCI scenario. Super Micro Computer Inc joined SP500 around $100 per share, followed by a 75% retraction in the stock price within the next 12 months. It's

Given the recent run-up of AppLovin $APP, following the announcement of SP500 inclusion, I think we are in for the $SMCI scenario.

Super Micro Computer Inc joined SP500 around $100 per share, followed by a 75% retraction in the stock price within the next 12 months.

It's
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Back in 2020, Nikola Motor Company $NKLA had a peak market cap of ~$30 billion. $OKLO currently has a market cap of ~$20 billion. Since both companies are busy creating graphic renderings instead of working prototypes, I'm equating Oklo's stories about small nuclear plants to

Back in 2020, Nikola Motor Company $NKLA had a peak market cap of ~$30 billion.

$OKLO currently has a market cap of ~$20 billion.

Since both companies are busy creating graphic renderings instead of working prototypes, I'm equating Oklo's stories about small nuclear plants to
Silbergleit Junior (@silbergleitjr) 's Twitter Profile Photo

Mobile app advertising revenue share by platform is 62% Android and 38% iOS. AppLovin has 43% market share of iOS platform, and 20% of Android. This means $APP has about 29% market share in mobile app advertising. Other close competitors are: - Mintegral with 18% market share

Mobile app advertising revenue share by platform is 62% Android and 38% iOS.

AppLovin has 43% market share of iOS platform, and 20% of Android.

This means $APP has about 29% market share in mobile app advertising.

Other close competitors are:
- Mintegral with 18% market share