Person · Prof G Markets
Mia Silverio is named in 8 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper. Argued in Part 7 (A missing buyer), Part 9 (The owner of the agent), Part 10 (Not the customers, yet), Part 11 (A backlog is a promise), Part 15 (The two shocks compound).
What Mia Silverio argued
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 15 · The two shocks compoundSep 14, 2026
Mia Silverio concludes that given persistent inflation (above the Fed's 2% target for 5.5 years, the longest continuous stretch in 40 years), investors should invest more aggressively in stocks and avoid holding cash in checking accounts.
Oil Is the Headline. The Real Yield Is the Bill. Who is on each side
Part 11 · A backlog is a promiseSep 28, 2026
SB's backlog isn't 100% guaranteed revenue, because most of its contracts have completion time clauses letting the customer exit the agreement or get a discount if a project is delayed by more than a year.
Part 11 · A backlog is a promiseSep 28, 2026
SB Energy, purportedly a data center company, has zero operational data centers, and while it has a $439 billion backlog, only 9% of contracts have actually broken ground.
Part 10 · Not the customers, yetOct 5, 2026
Anthropic's expected ~$2 trillion IPO valuation is not justified by its numbers, given that it would need $1.2 trillion in annual revenue within 10 years (per Aswath Damodaran) to justify that valuation while the entire current AI products and…
Part 10 · Not the customers, yetOct 5, 2026
Anthropic's customer concentration is a risk for its $2 trillion valuation: nearly a quarter of its 2025 revenue came from two customers and 47% of sales ran through Amazon and Google, which is an acceptable problem for a small company but not for…
Part 09 · The owner of the agentSep 21, 2026
Muse is gaining traction: as of that Friday it ranked No. 1 in Apple's App Store ahead of ChatGPT at No. 2, Gemini at No. 8, and Claude at No. 13, and since its September 8 unveiling Meta has added nearly $170 billion in market cap and is up 9%…
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 07 · A missing buyerSep 14, 2026
Mia Silverio argues that persistent inflation concerns have pushed the U.S. 10-year Treasury yield near the closely watched 5% level for only the second time since the 2007-2008 financial crisis, and notes long-term Treasurys have returned -2%…
The Fed Hiked. The Long End Still Climbed. Who is on each side
Part 07 · A missing buyerSep 21, 2026
Canada's public pension funds are the third-largest pool of retirement savings in the world, and Canadian institutional managers are cooling on US investments: this past July Canadians sold $22 billion in US stocks, the biggest monthly sell-off…
The Fed Hiked. The Long End Still Climbed. Who is on each side Source
In The Buildout
One line per story, from the story itself.
Part 16Two labs carry the chain
Mia Silverio of Prof G Markets wrote on October 5 that two customers supplied nearly a quarter of Anthropic's 2025 revenue and that 47% of its sales ran through Amazon and Google, a concentration a small company can live with and a company seeking a $2 trillion value cannot.
The Seller Holds the PaperPart 15The two shocks compound
Mia Silverio of Prof G Markets named the cost on October 5: an investor who can earn 5.3% on a Treasury demands more from a stock and pays less for each dollar of its earnings.
Oil Is the Headline. The Real Yield Is the Bill.Part 13The plant is late
Mia Silverio of Prof G Markets relayed on September 28 an estimate that 30% to 50% of the data center megawatts planned to open this year will be delayed, with opposition groups in the United States above 840, from fewer than 50 at the start of 2024.
The Ratepayer Pays FirstPart 12Lede
Mia Silverio of Prof G Markets, on October 5, set the $2 trillion valuation Anthropic is said to seek against Aswath Damodaran's estimate, which she relays, of an AI products and services market near $250 billion; nearly a quarter of Anthropic's 2025 revenue, by her count, came from two customers, and 47% of sales ran through Amazon and Google.
The Model Is Not the PricePart 11A backlog is a promise
Mia Silverio of Prof G Markets supplied the extreme case on September 28: SB Energy has no operating data centers and a $439 billion backlog of which 9% has broken ground, and most of its contracts let the customer leave if a project runs more than a year late.
The Backlog Is Not the QuarterPart 10A cheap top
Mia Silverio of Prof G Markets cited a Goldman Sachs estimate that half of this year’s earnings growth comes from AI investment, even as the other 493 companies grew profits 31.8% in the second quarter.
The Bubble Is in the DenominatorPart 10Who writes the checks
Mia Silverio’s distinction is the cleanest.
The Bubble Is in the DenominatorPart 10The bill raises the rate
Mia Silverio says that with 5.3% available on a Treasury carrying no credit risk, stock buyers demand a higher return and pay less for each dollar of profit.
The Bubble Is in the DenominatorPart 09The tollbooth shifts
Mia Silverio of Prof G Markets counts nearly $170 billion of market value added to Meta in Muse’s first two weeks.
Habit Was the Moat. Agents Are Draining It.Follow
Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.