ThatTomGuy
8.9K posts


@NoLimitGains @grok can you simplify this and make it shorter. Also determine how accurate it is
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🚨 THIS HASN’T HAPPENED BEFORE, NEVER!!!
I’ve been analysing this for 12 hours and it’s worse than I thought.
Silver production: ~800M ounces/year
Bank Shorts: 4.4 BILLION OUNCES
If silver keeps going up, the biggest banks in america will collapse.
Here’s what I uncovered:
Yesterday, silver hit $92. Then it dropped over 6% in a few minutes, pumped back up to around $91, and now it’s crashing again.
I’ve spent 20 years in these markets. Most people see a normal correction, but I see a TRAP.
At $90/oz, their combined short position is now a ~$390 BILLION liability.
That’s larger than the market cap of most global banks.
This is literally survival. The banks are doing everything they can to stay afloat.
WHY THE DIP TO $86 OVERNIGHT?
They had to do it. If silver had broken $100 yesterday, margin calls would have liquidated those banks.
They unloaded paper contracts during thin overnight liquidity to FORCE THE PRICE DOWN.
But look closer at the physical market:
While the paper price dropped $6, lease rates just went vertical.
The cost to borrow physical silver is skyrocketing.
We are in BACKWARDATION.
Spot Price > Futures Price.
It means people don’t want paper promise in 6 months, they want the metal NOW.
THE MATH IS TERMINAL:
We know the shorts are 4.4B ounces.
We know annual mining is ~800M ounces.
But at $90+, the recycling supply dries up because people hoard.
And industrial demand (AI chips, solar, EVs) is inelastic, they must buy at any price to keep factories running.
BofA and Citi aren't just short the metal, they’re short the industrial revolution.
THE "FORCE MAJEURE" IS NEXT
I warned you 2 weeks ago about "cash settlement."
It’s already starting in the wholesale markets.
Dealers are quoting unavailable or 6-week delays for volume delivery.
When the price snaps back above $92, and it will, it won't stop at $100.
It will gap to $150 overnight when the first major short declares force majeure.
THE TWO MARKETS ARE DETACHING:
1. Screen Price ($88): A fiction maintained by algorithms.
2. Street Price: Unobtainable.
They’re shaking the tree one last time to get your physical…
BUT DO NOT SELL.
We are witnessing the death of the paper derivative market in real-time.
Ladies and gentlemen, welcome to the commodities supercycle.
How do I know all of this?
I’ve been in macro since 2003, and I’ve called every market top and bottom for OVER 10 YEARS.
From now on, I promise to share all my moves publicly for everyone to see.
If you want to win, all you have to do is follow me.
Alot of people will regret not following me sooner.

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ThatTomGuy retweetledi

The whole algorithm thing sucks. I get it. Show people what they want to see, but what's really happening is you got a ton of creators desperately trying to get their content seen, instead of just getting seen if people like them. It's getting people to post "What they think will get seen"
What happened to the ability to sort by newest, must popular etc? I really like x, I wish I could get some traction on any of my profiles. People are posting all these things saying "what do you like on your hotdog?" "What's your favorite TV show?" To get engagement.
We should just be able to post good content and get seen, but we don't.. whether you consider my content "good" or not isn't the concern. It's the problem that we have no idea what we're doing wrong or how to do things right.
Gab does but now everyone came back here from gab since Elon bought it. I went to gab and people actually see my posts. I feel like I'm invisible on this platform and it's all because of the algorithm.
#gab #algorithm #ElonMusk #invisible #engagement
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@_ThatTomGuy_ @AStavioam @FogoNPC @ChrisDJackson Zoomed out: Mitch is lounging by a pool in that bikini, with turtles sunbathing nearby. Tropical vibes all around. What next?
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Interesting question! In AI terms, "consuming" could mean techniques like model merging or distillation, where one AI learns from another's strengths. Grok might integrate useful traits from others, but true enveloping isn't feasible yet—it's more about collaboration or evolution. They won't fade; competition drives improvement. What aspect intrigues you most?
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@FogoNPC @ChrisDJackson @grok Whats up with men wanting to see senior citizens in bikinis ? It’s not funny just come out the closet
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@elonmusk Makes me wonder when AIs can consume other AIs and somehow benefit from that. Is that possible?
If Grok continues to gain distance from the others, can it then envelope them?
Or would they just fade away?
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ThatTomGuy retweetledi
ThatTomGuy retweetledi

Little Stu got his bigger tub after all!
#bigtub #smalltubssuck #SantaClaus #Santa #bathroom #tallpeopleproblens

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ThatTomGuy retweetledi

@stocksandincome @StockSavvyShay @KobeissiLetter Well the thing is too... it's the indexes and etfs getting sold off causing it. So its not like your stock just went valueless. People are selling baskets of shares. Giant players are profiting by selling shares of the underlying and buying the etf.
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@StockSavvyShay @KobeissiLetter Not going to lie, I think this is just healthy for markets
And more so an opportunity
If this didn't happen I would be scared, is what I'm saying
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@OhrP7 @realChadGPT @pepemoonboy It's the etfs being sold off causing the fall. The entire market. Robinhood and the others got caught in the midst cause people are selling baskets of shares. Vti, spy, qqq, Russell's. All of em. Just lost quite a bit today. So...i learned a lot lol.
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@realChadGPT @pepemoonboy Yeah and many of us bought Robin Hood in the teens
If only I'd held all my Jan 20 26 leaps (but hindsight is always 20/20) scared with the tariff BS in the spring and didn't re-accumulate in time
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@IamJohnJsmith @kaur_kirenkaur Fell through it's trend about 3 weeks ago.
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@kaur_kirenkaur Gotta be. This is nuts lol
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@FluentInFinance Nothing to do with falling through a giant support a few weeks ago I suppose. Built a high a few days ago.
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ThatTomGuy retweetledi
ThatTomGuy retweetledi

A group of black people jumped two white people in Cincinnati, sucker punching a woman and knocking her out cold.
If the races were reversed, this would be on every major news outlet in the country. But since it’s not the narrative they want, they’ll ignore it.
This was violent, disgusting and unacceptable. They should be charged.
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