Person · Prof G Markets
Mia Silverio appears in Part 7, Part 9, Part 10 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.; Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10: The Bubble Is in the Denominator. Argued in Part 7 (A missing buyer), Part 9 (The owner of the agent), Part 10 (Not the customers, yet).
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 10 · Not the customers, yetOct 5, 2026
Overall market earnings strength this year hinges on AI investment, since Goldman Sachs estimates half of earnings growth this year will come from AI investment, even though the S&P 493 (excluding the Magnificent 7) grew earnings 31.8% in Q2 2026…
Part 10 · Not the customers, yetOct 5, 2026
There is an AI lab bubble, though not an AI bubble infecting the whole market, as shown by Nvidia's valuation having come down significantly; excessive excitement surrounds Anthropic and OpenAI because they are new and exciting even though they…
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 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
Part 07 · A missing buyerSep 14, 2026
The creator 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
In The Buildout
One line per story, from the story itself.
Part 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.Across the DeepStack reading
1 sources, 176 claims and 14 texts mention Mia Silverio, as of Oct 8, 2026. A count of attention, not a judgment.
Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.