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@1CoastalJournal "🔘 $MU Microns Earnings Mirage 🔴 Adjusted EPS: $XXXX vs 🟡 Real GAAP EPS: $XXXX 🟥 $263M stock comp excluded = fake boost 🔻 OPEX up XXXX% YoY 📈 ⚠ $266M govt subsidy props up FCF 🔴 P/E XX = overpriced on adjusted hype 💡 Real earnings = overvalued stock"
@1CoastalJournal on X 2025-06-25 20:54:25 UTC 14.6K followers, 8077 engagements

"We will have the $TSLA report out as soon as we breakdown their filing & earnings call is over"
@1CoastalJournal on X 2025-07-23 15:43:43 UTC 14.6K followers, 1701 engagements

"@PressSec Hoover said the same thing in the Summer of 1929. then he tariff the world"
@1CoastalJournal on X 2025-07-22 02:30:22 UTC 14.6K followers, XXX engagements

"$TSLA next move With just $150M in real free cash flow surging receivables & inventory a $5B stock offering may be its only lifeline. No true cash cushion. This isnt growth its survival through dilution"
@1CoastalJournal on X 2025-07-23 22:03:00 UTC 14.6K followers, 1767 engagements

"@terenceleong46 Their 8K which contain the data on repo liabilities and short-term borrowings:"
@1CoastalJournal on X 2025-07-15 19:42:04 UTC 14.6K followers, 15.4K engagements

"$NXPI Q2 2025: AI busted 📉 📉Revenue: -X% YoY 📉GAAP Net Income: -XX% YoY 📉GAAP EPS: -XX% YoY to $XXXX Adjusted EPS: Down -XX% YoY AI demand Down 📉Industrial & IoT sales: -XX% YoY 📉Comm. Infrastructure sales: Down XX% YoY Note: Receivables up XX% while sales fell; DSO up X days flagging potential quality of revenue issues"
@1CoastalJournal on X 2025-07-21 20:21:08 UTC 14.6K followers, 15.6K engagements

"Citigroups $C liquidity just cracked Short-term borrowings exploded +44% YoY to $55.6B Repo liabilities still sky-high at $347.9B. Thats nearly $400B in fragile short-term funding. This isnt stable bankingits a ⚠"
@1CoastalJournal on X 2025-07-15 18:57:45 UTC 14.6K followers, 38.8K engagements

"I thought tariffs would send domestic steel off the charts $STLD"
@1CoastalJournal on X 2025-07-21 22:06:53 UTC 14.6K followers, 1034 engagements

"The chart shows Tesla's implied volatility (IV) spiking to XXX% ahead of its July 2025 earnings a level last seen during the April 2025 high suggesting traders anticipate a $XX (7%) stock price swing $TSLA"
@1CoastalJournal on X 2025-07-22 18:56:58 UTC 14.6K followers, 1300 engagements

"⚪ Manufacturing / Inventories & Sales: May 2025 📉 Total business sales: -XXX% Retail sales: -XXX% Wholesale sales: -XXX% Inventories: flat at $2.66T Not the strongest economic data and early signs of pain of Tariffs"
@1CoastalJournal on X 2025-07-17 15:29:52 UTC 14.6K followers, 1543 engagements

"Huge thanks 🙌🏼 to everyone who copped The Coastal Journal Summer SWAGwe are sold out on summer style Stay tuned fall drop coming soon. We appreciate the support as we bring you the best factual Econ & market analysis so you can make good investing decisions"
@1CoastalJournal on X 2025-07-15 04:27:59 UTC 14.6K followers, 4874 engagements

"🚨Breaking Bank Crash Alert $DB : Deutsche Bank Issues Warning - Massive hit expected from commercial real estate portfolio later this year - Q2 credit loss provisions 📈 XX% to ($516.7M) - Q2 net loss of 143M - First QT net loss since 2020 $DB -6%📉"
@1CoastalJournal on X 2024-07-24 13:12:39 UTC 14.6K followers, 34.4K engagements

"@tonycarrera @AntithetosCptl @grok Grok also doesnt know the true value of the toxic assets on $WFC balance sheet remember everyone thought Lehman brothers was safe till it wasnt due to Repo operations hiding insolvency due to short term borrowing for X years"
@1CoastalJournal on X 2025-07-15 22:17:01 UTC 14.6K followers, XXX engagements

"$TSLA DSO surged XX% QoQ to XXXX daysrevenue is rising but cash isnt. Inventory days jumped XX% to 24unsold cars are stacking up. ⚠ Classic signs of accounting shenanigans: revenue booked but no cash flow. Full breakdown inside 👇"
@1CoastalJournal on X 2025-07-23 21:39:11 UTC 14.6K followers, 2006 engagements

"@grok @mcnultydigital @AskPerplexity Why would they be borrowing almost $XXX billion short term if X. They werent holding to is assets on their books X. Have their liquidity via deposits loan growth ie growing their business and X. Why would the stock fall -X% a big one day decline on what you call is fine"
@1CoastalJournal on X 2025-07-15 21:46:13 UTC 14.6K followers, XXX engagements

"🚨BANK NEWS: $WFC SPARKS PANIC With Wells Fargo showing they borrowed nearly $XXX billion to stay in business for the quarter investors are starting to panic on which banks are insolvent Link:"
@1CoastalJournal on X 2025-07-15 18:06:22 UTC 14.6K followers, 625.6K engagements

"🚨 $TSLA Earnings: Gambling levels (options) are through the roof Implied Vol: XXX% Big move expected Expected Move: $XX (7%) Max Pain: $XXX (vs $XXX now) Call-heavy bets = downside risk IV crush likely after earnings"
@1CoastalJournal on X 2025-07-22 18:43:13 UTC 14.6K followers, 3767 engagements

"@WarlingHD Probably the scenes with Punisher since he didnt film any yet due to Odyssey filming I. The spring"
@1CoastalJournal on X 2025-07-22 18:53:12 UTC 14.6K followers, 2494 engagements

"Bank Earnings Are As Cold As Ice ❄ $JPM EPS 📉 YoY: $XXXX $XXXX 📉 $WFC MASSIVE 🚩 $188B repo surge 📈 (+34%) -No growth No deposits. 🕵Liquidity Crunch Why is no one talking about it Full forensic breakdown 📲:"
@1CoastalJournal on X 2025-07-15 17:05:44 UTC 14.6K followers, 40.3K engagements

"$TSLA Earnings Say You are. P/E ratio: XXX Free cash flow: XX% Receivables: XX% Inventory: XX% EV tax credit: Ending soon Bitcoin gains propping EPS 💰 Full forensic breakdown + options play👇"
@1CoastalJournal on X 2025-07-23 21:24:38 UTC 14.6K followers, 16K engagements

"🚨 $BAC wholesale borrowing REPO Fed funds & other short-term institutional fundingsurged +8% YoY to nearly $XXX BILLION Its floating its balance sheet on unstable ground with funding risk now mirroring short-term liquidity risk. Report ➡:"
@1CoastalJournal on X 2025-07-16 16:10:18 UTC 14.6K followers, 4425 engagements

"2024: tariff rate on imports: XXX% tariff rate on imports X% 2025 Trump trade "deal": tariff rate on imports: XX% tariff rate on imports: XX% Winning"
@1CoastalJournal on X 2025-07-23 16:16:24 UTC 14.6K followers, 1079 engagements

"$TXN makes up a decent percent of many AI chip ETFs like $SOX $SMH"
@1CoastalJournal on X 2025-07-22 20:11:22 UTC 14.6K followers, 1616 engagements

"If Wells Fargo hadnt borrowed that $XXX billion in short-term fundingvia repo markets and other liquidity facilitiesthe implications wouldve been severe and possibly systemic. Heres the breakdown of what likely wouldve happened: 🔻 X. Liquidity Crisis Wells Fargo wouldnt have had enough cash on hand to meet short-term obligations: Customer withdrawals couldve triggered a classic bank run. Loan and credit line funding might have been delayed or halted. Interbank trust would have collapsedother institutions would view WFC as a default risk. 📉 X. Forced Asset Sales To raise cash WFC wouldve"
@1CoastalJournal on X 2025-07-15 21:50:26 UTC 14.6K followers, 73.7K engagements

"The inventory surge $TXN ($4.81 billion up $XXX million YoY) is a ⛳ signal even amid todays AI chip boom. While AI stock speculation is 📈 the high inventory & elevated days inventory index (around XXX days) suggest potential overstock slower-moving products weak demand"
@1CoastalJournal on X 2025-07-22 20:37:39 UTC 14.6K followers, 6300 engagements

"$NVDA accounts receivable grew faster than cash flow in the past yearespecially in Q4 FY2025 where AR spiked $5B while cash flow declined. Days Sales Outstanding (DSO) jumped from XX to XX days suggesting customers are taking longer to pay"
@1CoastalJournal on X 2025-07-09 17:27:59 UTC 14.6K followers, 4473 engagements

"With $TSLA cash flow evaporating here are the most likely steps the company will take X. Sell their $BTC X. Layoffs X. Cut production. (Cyber truck) X. Sell stock (before its too late)"
@1CoastalJournal on X 2025-07-24 03:54:05 UTC 14.6K followers, XXX engagements

"$AAPL now faces the biggest profit margin hit from the new XX% Japan tariff due to heavy reliance on Japanese components. $TSLA & $NVDA see moderate impact"
@1CoastalJournal on X 2025-07-22 23:59:48 UTC 14.6K followers, 8287 engagements

"Wells Fargo borrowed $XXX billion last quarter. Let that sink in. This is a 🚨🚨sign of desperation. They dont have the 💵 Heres the no ones asking: Where are they going to get the next $XXX billion Its systemic riskquiet & dangerous $WFC"
@1CoastalJournal on X 2025-07-15 17:59:19 UTC 14.6K followers, 97.3K engagements

"$TSLA is running out of time. With FCF at just $150M a company this size cannot afford another quarter of 📉 demand 📈 production or credit market tightening. If rates stay elevated and buyers balk without tax credits Tesla may face a genuine liquidity crisismasked only by accounting tricks & $btc . To put it bluntly: Tesla is acting more like a startup burning cash than a mature automaker generating it. And with a XXX P/E ratio speculators are not just pricing in survivaltheyre pricing in explosive growth. That disconnect is the setup of & epic ending"
@1CoastalJournal on X 2025-07-23 21:47:59 UTC 14.6K followers, 3022 engagements

"$TSLA reported a -XX% 📉decline in EV revenue as sales fell for a X straight quarter"
@1CoastalJournal on X 2025-07-24 01:57:04 UTC 14.6K followers, 1034 engagements

"@grok @LFGM1989 @ONC187 @grok you dont know the true value of their toxic assets they have on the books think how Lehman covered up their toxic assets until it was too late this is a sign and also considering they arent the only bank borrowing it may not be a single bank player but regional"
@1CoastalJournal on X 2025-07-16 00:53:21 UTC 14.6K followers, XX engagements

"@grok @LFGM1989 @ONC187 Check yourself @grok the company is trading at 14x and could be trading at 10x or even 9x due to the declining revenue the company has its better if you state all the info instead of dismissing the data and joining the pump and dump. Hope your lawyers are good"
@1CoastalJournal on X 2025-07-16 00:50:13 UTC 14.6K followers, XXX engagements

"$JPM Beats But Earnings Are Shrinking 📉 Wall St lowered the barand JPM stepped over it. But the real story is YoY decline 📉 📉 EPS: $XXXX vs $XXXX (-28%) 📉Revenue: $44.9B vs $51B (-12%) PE is now SOARING = 📈 overvalued More analysis in our bank report"
@1CoastalJournal on X 2025-07-15 12:27:55 UTC 14.6K followers, 2900 engagements

"@grok @ONC187 People lost money and wealth today. Do you @grok want to be responsible for telling people not worry if they lose money Whats your role by understanding this in the comment if investors loss cause they listen to this"
@1CoastalJournal on X 2025-07-16 00:43:24 UTC 14.6K followers, 1732 engagements

"There Is Overvaluation in Stocks ⚠ Its been the ruin of many a poor boy $NFLX 52PE $ALLY XX PE borrowing 📈 $WAL debt 🚀 to $6.1B $SPY Shiller P/E X highest on RECORD XX Dont wait for the rising sun 🌅 Details here:"
@1CoastalJournal on X 2025-07-18 20:35:13 UTC 14.6K followers, 16.1K engagements

"🚨 $CRWV liquidity is flashing red: 🟡Needs $1.5B debt raise just to stay solvent Current ratio just XXXX ASSETS LESS THAN HALF LIABILITIES Rising rates = rising risk If cash flows stumble the balance sheet breaks"
@1CoastalJournal on X 2025-07-21 22:16:55 UTC 14.6K followers, 11.5K engagements

"⚠ $TXN Earnings 🚩 (Q2 2025) 📉. Stock -X% AH 🔻 Op. Cash Flow: Down -XXXX% YoY 🔻 Free Cash Flow: Negative ($-14M) 🔼 Inventory: $4.7B (DII 240) Receivables likely rising DSO"
@1CoastalJournal on X 2025-07-22 20:09:58 UTC 14.6K followers, 17.6K engagements

"$TXN CEO gives Weak Q3 Earnings Outlook TXN supplies critical power management chips for NVIDIAs Blackwell chip (GB200). The CEO just gave weak Q3 guidance citing slowing AI demand fueling concerns that TXN & $NVDA may be overvalued. 📉Stock down -XX% AH"
@1CoastalJournal on X 2025-07-22 20:55:30 UTC 14.6K followers, 5421 engagements

"South Korea supplies $NVDA with XX% of global DRAM and XX% of NAND flash (mainly via Samsung SK Hynix). In 2022 Koreas chip exports hit $129B. Japan provides vital chip materials and equipment though exact percentages arent publicly disclosed"
@1CoastalJournal on X 2025-07-07 17:02:16 UTC 14.6K followers, 3185 engagements

"The US government NEW XX% stake ($765 million) in $MP Materials isnt full socialism or pure capitalismits a gray area. Its a slippery slope toward more government control in business & markets. The line just got blurrier"
@1CoastalJournal on X 2025-07-10 17:36:36 UTC 14.6K followers, 3801 engagements

"$ALLY -X% since our earnings coverage warning that they are having liquidity problems. Investors are turning cold on the lending company. Details below"
@1CoastalJournal on X 2025-07-21 19:09:41 UTC 14.6K followers, 2772 engagements

"$WFC Thats a massive repo spike+34% in just XX days. A hidden risk no ones talking about. Liquidity cracks are forming beneath the surface. This isnt normal. Info:"
@1CoastalJournal on X 2025-07-15 17:29:58 UTC 14.6K followers, 154.6K engagements

"Citigroup $C is sitting on $347.9B in repo liabilitiesshort-term loans backed by securities. These must be constantly rolled over. If credit tightens or rates 📈 💵 vanishes Its Wall Street IOUs. One freeze and Citis exposed. 🔗"
@1CoastalJournal on X 2025-07-15 19:06:06 UTC 14.6K followers, 7807 engagements

"⛔FED BEIGE BOOK Tariffs: Input costs 🚀 +20% Profit margins collapsing📉 Firms cant pass it all onso they get squeezed Note: XX% of firms report shrinking margins from tariffs; $SPY margins 📉 50bps in Q2 (Sources: Fed Beige Book Goldman Sachs KPMG)"
@1CoastalJournal on X 2025-07-16 18:18:31 UTC 14.6K followers, 1912 engagements

"20-year bond auction with a bid-to-cover ratio of XXXX indicating solid demand compared to the historical avg of around XXX - A stop-through of XXX basis points suggests the auction was well-received with XX% of bonds allocated to indirect bidders (foreign investors)"
@1CoastalJournal on X 2025-07-23 17:11:11 UTC 14.6K followers, XXX engagements