Reading Silver’s tweets at the link, it’s clear that he was taken aback by the data, then spent the rest of the night reassuring himself that it doesn’t mean anything. He’s stuck his neck way out, especially with his prediction of a 3-4 point Obama win in Ohio, so if he’s wrong there’s a ton of egg on his face. Thus he’s in rationalizing mode, if you’re out on a limb better hope for the best.
Are those tweets still up or did he delete them?