@1CoastalJournal Avatar @1CoastalJournal The Coastal Journal

Banks are facing significant stress, with several institutions, including Western Alliance ($WAL), Jefferies ($JEF), and others, showing signs of trouble due to exposure to subprime auto loans and other assets. The Tricolor Holdings bankruptcy has sparked contagion, with banks like JPMorgan ($JPM), Bank of America ($BAC), and others reporting exposure. The situation is causing concerns about liquidity and credit risk, with some warning of a potential credit crunch.

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Social Influence

Social category influence stocks 56.34% finance 55.63% technology brands 26.76% automotive brands 7.75% financial services #2025 cryptocurrencies 5.63% exchanges 3.52% countries 3.52% musicians 1.41% celebrities 0.7%

Social topic influence ai 17.61%, $pltr #111, bank 13.38%, liquidity #2726, stocks #2805, $nvda #564, pltr #119, this is 9.15%, link 9.15%, $meta 7.75%

Top accounts mentioned or mentioned by @gregcrennan @rdd147 @kshaughnessy2 @hedgiemarkets @michaeljburry @deptofcountry @cyqotek @arcadiaeconomic @wesearnest @commonsenseplay @truthtaz @michaeljburrys @blsgov @phongle @donmiami3 @amitisinvesting @elonmusk @jessepeltan @thecoastaljournalr18thb9utmmediumiosutmsourceprofileshareimagevariantlight @fetzinvests

Top assets mentioned Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Metadium (META) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) JPMorgan Chase (JPM) Blue Owl Capital, Inc. (OWL) Wells Fargo & Co (WFC) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Bitcoin (BTC) GammaSwap (GS) Super Micro Computer, Inc. Common Stock (SMCI) Oracle Corporation (ORCL) NXP Semiconductors NV (NXPI) Strategy (MSTR) Robinhood Markets, Inc. (HOOD) Banc of California, Inc. (BANC) Coinbase Global Inc. (COIN) Mario Coin (COIN) CoreWeave, Inc (CRWV) New York Community Bancorp, Inc. (NYCB)

Top Social Posts

Top posts by engagements in the last [--] hours

"Wells Fargo borrowed $188 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 $188 billion Its systemic riskquiet & dangerous $WFC $WFC Thats a massive repo spike+34% in just [--] days. A hidden risk no ones talking about. Liquidity cracks are forming beneath the surface. This isnt normal. Info: https://t.co/qCdqIsgdrj https://t.co/oSNAUKiyCY $WFC Thats a massive repo spike+34% in just [--] days. A hidden risk no ones talking about. Liquidity cracks are forming beneath the surface. This"
X Link 2025-07-15T17:59Z 19.3K followers, 99.7K engagements

"$PLTR NOW DOWN 📉 -24% since our in depth analysis calling it the biggest bubble in the entire stock market Full details below $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://t.co/yVtnSScEn2 https://t.co/AJCnvGS0x0 $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full"
X Link 2025-11-21T19:26Z 19.3K followers, [----] engagements

"$PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR I just read @michaeljburry's new short report. This is BURRYSH1T. +10000 words. Here are the [--] worst takes: [--]. "Palantirs margins are not even SaaS-level but when Palantirs functionality succumbs to the commoditization of AI coding tools they will fall further." https://t.co/VK2iQf0fi6 https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR I just read"
X Link 2026-02-15T04:44Z 19.3K followers, [----] engagements

"🚨BREAKING: FED NOT QE 💵🖨 The Fed bought $14.8 billion worth of [--] year bonds today. This is on top of the $20 Billion it bought yesterday. Thats $34.8 Billion in [--] days. NOT QE The Fed purchased over $20 billion worth of 3-year notes (bonds) today marking the largest daily purchases since the era of QE in [----]. This significant move follows a week after the Fed provided liquidity via Discount window of $3.5 Billion. https://t.co/dh5uRFFlan The Fed purchased over $20 billion worth of 3-year notes (bonds) today marking the largest daily purchases since the era of QE in [----]. This significant"
X Link 2025-05-06T17:25Z 19.3K followers, 2.7M engagements

"$PLTR BUBBLE POPPED Down -9% today $PLTR The Most Overvalued Stock Whos really winningbulls bears or pigs Want to know how insanely over valued the software company is Want to know where the market is pricing PLTR by year-end Get the full report today📲 https://t.co/QKxzasCas9 https://t.co/Sgv2gv1VrB $PLTR The Most Overvalued Stock Whos really winningbulls bears or pigs Want to know how insanely over valued the software company is Want to know where the market is pricing PLTR by year-end Get the full report today📲 https://t.co/QKxzasCas9 https://t.co/Sgv2gv1VrB"
X Link 2025-10-03T17:57Z 19.3K followers, [----] engagements

"Based on yesterdays Jobs report & how bad the revisions were The [--] Year bond auction just had one it most successful auctions on record. Ie investors smell the blood in the streets and want yield. Link: https://open.substack.com/pub/coastaljournal/p/jan-us-payrolls-130k-vs-revisionsr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/jan-us-payrolls-130k-vs-revisionsr=18thb9&utm_medium=ios"
X Link 2026-02-12T18:26Z 19.3K followers, 36.4K engagements

"$PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR Had a few days to read through everything"
X Link 2026-02-15T04:44Z 19.3K followers, [---] engagements

"Financials are flashing stress: $ZION $MTB $HBAN may be tapping Fed repo and discount windows for liquidity While insurers $LNC $PFG & $UNM plus $TROW OHA unit are loaded with private credit and CLO risk. Link: https://open.substack.com/pub/coastaljournal/p/fed-repo-and-the-2-trillion-privater=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/fed-repo-and-the-2-trillion-privater=18thb9&utm_medium=ios"
X Link 2025-11-03T19:51Z 19.3K followers, 11.4K engagements

"$INTC Earnings Collapse 📉 P/E Now 1500X (the stock got more expensive with -12% drop after hours) Margins Demand Sales 🗣 Its a dog with fleas pal. Full forensic accounting + Options Strategy below LINK: https://open.substack.com/pub/coastaljournal/p/ai-chip-company-intel-proves-itsr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/ai-chip-company-intel-proves-itsr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-22T23:58Z 19.3K followers, 14.3K engagements

"Tomorrow well dive into our in-depth Part [--] of tech earnings featuring $MSFT $META and $TSLA. Make sure to read the market expectations and the key performance indicators that the companies need to deliver. Youll be on the full access team for all the details below Our Tech Earnings Preview is out with full risk matrix and options strategies on all the $MAGS [--] We are using The 3-Tier Ranking (Growth Expectations): *Real growth is achieved by adjusting for a 3% inflation Full report here: https://t.co/Xt0mcIm0Li https://t.co/jfR3W0RsEO Our Tech Earnings Preview is out with full risk matrix and"
X Link 2026-01-28T00:23Z 19.3K followers, [----] engagements

"Investors pulled 15.4% of net assets from $OWL after it raised withdrawal limits. The record 17% redemption request pushed leverage to 1.05x though $1.4B in liquidity remains. Most funds cap withdrawals at 5% making this an unusually large exit for the BDC. -4% 📉 today The Hidden AI Debt 💣: Fed liquidity facilities ⚠ $OWL 📉 -40% YTD $META off-balance-sheet AI debt 📈 (SPV classic Enron 🤔) BDCs acting like new CDO managers Full breakdown below https://t.co/ifsxZr03aD https://t.co/rjK1vteqad The Hidden AI Debt 💣: Fed liquidity facilities ⚠ $OWL 📉 -40% YTD $META off-balance-sheet AI debt"
X Link 2026-01-29T20:52Z 19.3K followers, [----] engagements

"🚨 $ORCL📉 LIMIT DOWN ON NEWS It needs another $50 billion of debt in [----] to build additional capacity for its cloud infrastructure. Full detailed report here: https://open.substack.com/pub/coastaljournal/p/the-hidden-ai-debt-bombr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/the-hidden-ai-debt-bombr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-02T04:53Z 19.3K followers, [----] engagements

"$PLTR Beats Earnings Thanks To Accounting Tricks Fed loan data signals tightening 📊 Auto loans: 4th-largest 📉 in [--] yrs 🚗 Full analysis on $NXPI -5% 📉 Get this and more https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-03T01:19Z 19.3K followers, [----] engagements

"Data on auto loans collapsing -19.2% in Q4 Link: https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-03T01:31Z 19.3K followers, 12.2K engagements

"$NXPI stock dropped -9% 📉after missing real earnings. The AI data center business is projected to decline by double digits in [----]. The full report below $PLTR Beats Earnings Thanks To Accounting Tricks Fed loan data signals tightening 📊 Auto loans: 4th-largest 📉 in [--] yrs 🚗 Full analysis on $NXPI -5% 📉 Get this and more https://t.co/iLejNEtbxW https://t.co/lJQM3VISTI $PLTR Beats Earnings Thanks To Accounting Tricks Fed loan data signals tightening 📊 Auto loans: 4th-largest 📉 in [--] yrs 🚗 Full analysis on $NXPI -5% 📉 Get this and more https://t.co/iLejNEtbxW https://t.co/lJQM3VISTI"
X Link 2026-02-03T15:07Z 19.3K followers, [----] engagements

"$NXPI stock dropped -9% 📉after missing real earnings. The AI data center business is projected to decline by double digits in [----]. The full report: https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/palantir-and-nxp-adjusted-earningr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-03T15:08Z 19.3K followers, [----] engagements

"💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below Link: https://open.substack.com/pub/coastaljournal/p/amd-the-fugazi-earnings-and-bluer=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/amd-the-fugazi-earnings-and-bluer=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-03T22:37Z 19.3K followers, 69.6K engagements

"$AMD -8% after hours 📉 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below Link: https://t.co/PCPx0d52u2 https://t.co/ndSUtHX0NK 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below Link: https://t.co/PCPx0d52u2 https://t.co/ndSUtHX0NK"
X Link 2026-02-03T23:01Z 19.3K followers, [----] engagements

"$AMD CEO just now We are seeing strong demand in CPU & GPU Then how come inventory increased by 38% 🤔 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below Link: https://t.co/PCPx0d52u2 https://t.co/ndSUtHX0NK 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full"
X Link 2026-02-04T14:21Z 19.3K followers, [----] engagements

"Chief Market Strategist @GregCrennan told @ArcadiaEconomic : Stock indexs may not crash 📉 -50% but individual stocks missing AI ROI in [--] could crash in price 📉 -20% or more. Like today ➡ $AMD For more detailed analysis on all the AI stock moves sign up on our Substack"
X Link 2026-02-04T20:02Z 19.3K followers, [----] engagements

"$TSLA is about the same price it was [--] months ago but yet the valuation got more expensive since the business is collapsing 😂🤣😂 $TSLA $NVDA $PLTR Full details on valuations : https://t.co/IMuWthTfRi https://t.co/9wlWm1kr9H $TSLA $NVDA $PLTR Full details on valuations : https://t.co/IMuWthTfRi https://t.co/9wlWm1kr9H"
X Link 2026-02-04T20:22Z 19.3K followers, [----] engagements

"The Mother of All Evil Is Leverage & Debt $GOOG: rev $113.8B but [----] capex $175185B = FCF war $AMZN: TTM FCF $38.2B $11.2B (-71%) + capex shock = -10% AH $MSTR: Dec26 puts Full teardown👇 https://open.substack.com/pub/coastaljournal/p/the-mother-of-all-evil-speculationr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/the-mother-of-all-evil-speculationr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-06T02:46Z 19.3K followers, [----] engagements

"Crypto and Ponzi schemes are getting 💀"
X Link 2026-02-06T04:11Z 19.3K followers, [----] engagements

"People waking up to the fact that $BTC is nothing more than a Ponzi scheme Link: https://open.substack.com/pub/coastaljournal/p/crypto-crash-warning-bitcoin-entersr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/crypto-crash-warning-bitcoin-entersr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-06T04:26Z 19.3K followers, [----] engagements

"AI CapEx 🤖 vs. ROI 💰 ⚠ Which of the Big AI [--] are riskiest right now ⚠ $600B in AI CapEx in 26what does it do to valuations ⚠ When does a [--] dog become a [---] pure play Get the latest analysis on $MSFT $GOOG $AMZN $TSLA $META below 📲 https://open.substack.com/pub/coastaljournal/p/ai-capex-vs-roi-big-techs-spendingr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/ai-capex-vs-roi-big-techs-spendingr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-08T18:55Z 19.3K followers, [----] engagements

"AI CapEx 🤖 vs. ROI 💰 ⚠ Which of the Big AI [--] are riskiest right now ⚠ $600B in AI CapEx in 26what does it do to valuations ⚠ When does a [--] dog become a [---] pure play 🚀 Get the latest analysis on $MSFT $GOOG $AMZN $TSLA $META link below Full report here : https://t.co/NqP0gLEDJj No no no revenue. Why would you go after revenue If you go after revenue people will start asking how much and it will never be enough. The company that was 100x or the 1000x becomes the 2x dog. But if you have you no revenue you https://t.co/5296YuvfVc Full report here : https://t.co/NqP0gLEDJj No no no revenue."
X Link 2026-02-08T19:54Z 19.3K followers, [----] engagements

"@kshaughnessy2 More fugazi"
X Link 2026-02-10T03:38Z 19.3K followers, [---] engagements

"Tomorrow well provide a comprehensive analysis of the Jobs report along with recent consumer data. Well also share updates on how the Art of Investing [--] is outperforming the $SPY Well be out shortly after the jobs data is released"
X Link 2026-02-10T20:25Z 19.3K followers, [----] engagements

"The Nasdaq value hasnt changed in [--] months even Buffett Tbills are outperforming the high powered AI index"
X Link 2026-02-10T23:08Z 19.3K followers, [----] engagements

"$BTC NOW TRADING AT $66k. 👀 Crypto 📉: Bitcoin $BTC Enters Wildcat Run 🐈📉 ⚠Leverage 🏦 Liquidity 🤡 Greater-fools $MSTR 📉 From wildcat banks to Beanie Babies 🧸 to crypto memeswhat happens when the fools run out 💥🧨 Full details in the report below Link: https://t.co/GP5h9akYXy https://t.co/1f1PvML5X6 Crypto 📉: Bitcoin $BTC Enters Wildcat Run 🐈📉 ⚠Leverage 🏦 Liquidity 🤡 Greater-fools $MSTR 📉 From wildcat banks to Beanie Babies 🧸 to crypto memeswhat happens when the fools run out 💥🧨 Full details in the report below Link: https://t.co/GP5h9akYXy https://t.co/1f1PvML5X6"
X Link 2026-02-11T07:19Z 19.3K followers, [----] engagements

"US Jobs +130k vs. Real-world revisions 898k ⚠ [----] Job gains cut 69% 🔻 Financials 22K 🏦 Transport 11K 🚚 Matrix data 🖥 vs. Real World🌎 Want the full labor story & what it means for markets We got you covered below https://open.substack.com/pub/coastaljournal/p/jan-us-payrolls-130k-vs-revisionsutm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/coastaljournal/p/jan-us-payrolls-130k-vs-revisionsutm_campaign=post-expanded-share&utm_medium=post%20viewer"
X Link 2026-02-11T17:06Z 19.3K followers, [----] engagements

"The real world layer of the labor marketthe annual benchmark revisionwhere the @BLS_gov reconciles its survey-based est to near-census counts derived primarily from unemployment insurance tax records. This is the system admitting it was a projection of what was real & wasnt. US Jobs +130k vs. Real-world revisions 898k ⚠ [----] Job gains cut 69% 🔻 Financials 22K 🏦 Transport 11K 🚚 Matrix data 🖥 vs. Real World🌎 Want the full labor story & what it means for markets We got you covered below link:https://t.co/pJ2LLmcmjR https://t.co/GyU2DXQaL8 US Jobs +130k vs. Real-world revisions 898k ⚠ 2025"
X Link 2026-02-11T17:22Z 19.3K followers, [---] engagements

"$META @HedgieMarkets You must of read our report on Nov [--] about it details here : https://t.co/ifsxZr03aD https://t.co/CWJaheWnZU @HedgieMarkets You must of read our report on Nov [--] about it details here : https://t.co/ifsxZr03aD https://t.co/CWJaheWnZU"
X Link 2026-02-11T19:32Z 19.3K followers, [----] engagements

"$META auditor EY 🚩 a critical audit matter around how Meta kept a $27B data-center project off its BS. $META moved the Hyperion project into a JV w/ $owl (Meta 20% Owl funds 80%) & said it isnt the primary beneficiary of the VIE so it didnt consolidate the assets or debt. @1CoastalJournal @HedgieMarkets Wow Its Bigger Badder and more debaucherous than 2008; silent untraceable and deadly. https://t.co/xlF8OJre3Y @1CoastalJournal @HedgieMarkets Wow Its Bigger Badder and more debaucherous than 2008; silent untraceable and deadly. https://t.co/xlF8OJre3Y"
X Link 2026-02-11T19:42Z 19.3K followers, [----] engagements

"BREAKING NEWS : ⚠ BlockFills Halts Withdrawals Institutional crypto lender BlockFills has suspended all deposits and withdrawals following a massive market crash. Backed by Susquehanna and CME the firm cites extreme volatility as the cause. Over [----] clients are currently affected. https://open.substack.com/pub/coastaljournal/p/crypto-crash-warning-bitcoin-entersr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/crypto-crash-warning-bitcoin-entersr=18thb9&utm_medium=ios"
X Link 2026-02-12T01:28Z 19.3K followers, [----] engagements

"GET OUT OF CRYPTO The exits are only so big. In light of recent market and financial conditions and to further the protection of clients and the firmBlockFillstook the action last week of temporarily suspending client deposits andwithdrawals.Clientshave been ableto continue trading withBlockFills for the purpose of In light of recent market and financial conditions and to further the protection of clients and the firmBlockFillstook the action last week of temporarily suspending client deposits andwithdrawals.Clientshave been ableto continue trading withBlockFills for the purpose of"
X Link 2026-02-12T04:27Z 19.3K followers, [----] engagements

"$BTC going down -90% It wont happen Famous last words. "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m"
X Link 2026-02-12T04:39Z 19.3K followers, [----] engagements

"We got a BIG Crypto report on the current state of the Crypto Run How Greater Fools are just Gamblers"
X Link 2026-02-12T17:39Z 19.3K followers, [----] engagements

"Since our AI stock ⚠ of [--] bad day 💀the Nasdaq is on pace for its [--] week of declines. With the stocks we warned about down YTD: 📉 $TSLA -6% $AMD -7% $PLTR -23% $AVGO -4% $NVDA 0% AI Stock [----] ⚠: One Bad Day 💀 $PLTR [---] GAAP earnings 🚗 $TSLA deliveries 16% YoY [---] P/E $NVDA cash lagging earnings $AMD [---] P/E $AVGO 75x P/E 📉 [--] bad miss is all it takes Link: https://t.co/QtRSU4SXDl https://t.co/GL8WaojrXB AI Stock [----] ⚠: One Bad Day 💀 $PLTR [---] GAAP earnings 🚗 $TSLA deliveries 16% YoY [---] P/E $NVDA cash lagging earnings $AMD [---] P/E $AVGO 75x P/E 📉 [--] bad miss is all it takes Link:"
X Link 2026-02-12T18:11Z 19.3K followers, [----] engagements

"The astonishing number of individual stocks that are already down by 📉-20% and are currently in bear markets in [----] is truly remarkable. But the DOW is $50000 Chief Market Strategist @GregCrennan told @ArcadiaEconomic : Stock indexs may not crash 📉 -50% but individual stocks missing AI ROI in [--] could crash in price 📉 -20% or more. Like today ➡ $AMD For more detailed analysis on all the AI stock moves sign up on our Substack https://t.co/JDEDtYT17J Chief Market Strategist @GregCrennan told @ArcadiaEconomic : Stock indexs may not crash 📉 -50% but individual stocks missing AI ROI in 26"
X Link 2026-02-12T19:40Z 19.3K followers, [----] engagements

"Its really is incredible what happens to stocks when the Fed turns off the 💵🖨"
X Link 2026-02-12T20:09Z 19.3K followers, [----] engagements

"$Coin & $Hood: Go From Crypto to Casino 🎰 🏦 Wildcat bank run has started 🚫 Which exchanges are halting withdrawals 🔻 How fast is crypto 💵 drying up ⚠Whats The risk with these platforms 📉 Crashing Leverage Crypto loans Full breakdown 👇 https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios"
X Link 2026-02-12T22:32Z 19.3K followers, [----] engagements

"$Coin & $Hood: Go From Crypto to Casino 🎰 🏦 Wildcat bank run has started 🚫 Which exchanges are halting withdrawals 🔻 How fast is crypto 💵 drying up ⚠Whats The risk with these platforms 📉 Crashing Leverage Crypto loans Full breakdown 👇 https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios"
X Link 2026-02-12T22:35Z 19.3K followers, [----] engagements

"Our Crypto report is out now Link: https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios We got a BIG Crypto report on the current state of the Crypto Run How Greater Fools are just Gamblers https://t.co/2KHs9XucKs https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios We got a BIG Crypto report on the current state of the Crypto Run How Greater Fools are just Gamblers https://t.co/2KHs9XucKs"
X Link 2026-02-12T23:17Z 19.3K followers, [----] engagements

"Link: https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/coinbase-and-robinhood-enter-ther=18thb9&utm_medium=ios"
X Link 2026-02-12T23:17Z 19.3K followers, [---] engagements

"Who needs the incurious crickets anymore H/T @michaeljburry @GregCrennan https://open.substack.com/pub/coastaljournal/p/michael-burrys-ai-depreciation-warningr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/michael-burrys-ai-depreciation-warningr=18thb9&utm_medium=ios"
X Link 2026-02-12T23:58Z 19.3K followers, [----] engagements

"@DonMiami3 Now run that same analysis when your in a bear market though"
X Link 2026-02-13T03:36Z 19.3K followers, [--] engagements

"@amitisinvesting $PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2026-02-15T04:43Z 19.3K followers, [---] engagements

"@DeptofCountry @elonmusk @JessePeltan Wrong cause it doesnt have the extra cameras and cleaning mechanisms to clean the cameras in all weather conditions"
X Link 2026-02-15T07:21Z 19.3K followers, [--] engagements

"Not only that but $ASML also missed earnings Net income / EPS: Missed slightly (e.g. net profit [----] billion vs. [----] billion expected; adjusted EPS [----] vs. 7.56) $STX beat earnings on adjusted basis meaning not real $TXN also missed earnings If $ASML has such a great quarter and its order book is exploding then why will the company cut [----] jobs between the Netherlands and the US - Just highlighting the contradiction here If $ASML has such a great quarter and its order book is exploding then why will the company cut [----] jobs between the Netherlands and the US - Just highlighting the"
X Link 2026-01-28T14:12Z 19.3K followers, [----] engagements

"Happy Friday 🥳 the Holiday This weekend we have [--] in-depth finance reports you dont want to miss & wont find anywhere else: [--] AI Call Option 🫧 [--] Stocks have gone full Enron📉 We stay ahead of Wall ST so you can make informed decisions 📲: https://substack.com/@thecoastaljournalr=18thb9&utm_medium=ios&utm_source=profile&shareImageVariant=light https://substack.com/@thecoastaljournalr=18thb9&utm_medium=ios&utm_source=profile&shareImageVariant=light"
X Link 2026-02-13T22:43Z 19.3K followers, [----] engagements

"AI call option report just dropped: This is one market report you dont want to miss https://open.substack.com/pub/coastaljournal/p/ai-stocks-join-call-options-maniar=18thb9&utm_medium=ios Happy Friday 🥳 the Holiday This weekend we have [--] in-depth finance reports you dont want to miss & wont find anywhere else: [--] AI Call Option 🫧 [--] Stocks have gone full Enron📉 We stay ahead of Wall ST so you can make informed decisions 📲: https://t.co/RBCMZpdlPn https://t.co/axyvzGt0jc https://open.substack.com/pub/coastaljournal/p/ai-stocks-join-call-options-maniar=18thb9&utm_medium=ios Happy Friday 🥳"
X Link 2026-02-14T16:10Z 19.3K followers, [---] engagements

"@WesEarnest So your the clown the bears are taking money from https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2026-02-15T05:52Z 19.3K followers, [--] engagements

"🚨BANK SELL OFF: 📉 As banks report earnings many are warning about credit loss a clear sign the economy is not well as $JPM stated today We set aside $3.1 billion in provisions for credit losses 62% higher📈 than the first quarter"
X Link 2024-07-12T13:38Z 19.3K followers, 153.6K 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 📈 19% to ($516.7M) - Q2 net loss of 143M - First QT net loss since [----] $DB -6%📉"
X Link 2024-07-24T13:12Z 19.3K followers, 35.7K engagements

"1987 Stocks started to 📉 in Hong Kong. The crash continued in Asia & as other markets began to feel the aftershocks of the 📉 due Iran tensions and higher interest rates.The stock carnage spread to Europe & markets opened stocks were📉"
X Link 2024-08-05T00:53Z 19.3K followers, 224.3K engagements

"🚨BANKS 📉 West coast banks are getting hit today with many down YTD Some of these banks had to goto the Feds repo market last night. All these west coast banks have massive unrealized losses $PPBI $BMRC $BANC"
X Link 2024-10-01T19:56Z 19.3K followers, 52.5K engagements

"The bond market is getting ready for this generations Great Depression Black Thursday"
X Link 2025-04-03T00:25Z 19.3K followers, 33.4K engagements

"Stocks Enter The Death Zone 🏔 Shiller PE near [--] 📈 Buffett Ind at 200% of GDP⚠ Tariffs choke margins just as demand freezes 🥶 Consumer arent performing 🛑 Are we climbingor about to fall Full breakdown https://open.substack.com/pub/coastaljournal/p/stocks-enter-the-death-zoneutm_source=app-post-stats-page&r=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/stocks-enter-the-death-zoneutm_source=app-post-stats-page&r=18thb9&utm_medium=ios"
X Link 2025-08-20T15:43Z 19.3K followers, 16.4K engagements

"Over $100 billion wiped off $PLTR in just [--] days as investors panic over its sky-high valuation. Our Research recently said the stock was dangerously overvalued and a major mismatch for its fundamentals. Link: https://open.substack.com/pub/coastaljournal/p/stocks-enter-the-death-zoner=18thb9&utm_medium=ios Stocks Enter The Death Zone 🏔 Shiller PE near [--] 📈 Buffett Ind at 200% of GDP⚠ Tariffs choke margins just as demand freezes 🥶 Consumer arent performing 🛑 Are we climbingor about to fall Full breakdown https://t.co/k2khQsanhy https://t.co/lxIzJUHo0B"
X Link 2025-08-20T18:43Z 19.3K followers, [----] engagements

"$PLTR The Most Overvalued Stock Whos really winningbulls bears or pigs Want to know how insanely over valued the software company is Want to know where the market is pricing PLTR by year-end Get the full report today📲 https://open.substack.com/pub/coastaljournal/p/palantir-the-most-overvalued-ai-stockr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-the-most-overvalued-ai-stockr=18thb9&utm_medium=ios"
X Link 2025-09-18T21:49Z 19.3K followers, [----] engagements

"$PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2025-11-03T22:39Z 19.3K followers, 64.2K engagements

"$PLTR -4.5% after hours 🫧📌 $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://t.co/yVtnSScEn2 https://t.co/AJCnvGS0x0 $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://t.co/yVtnSScEn2 https://t.co/AJCnvGS0x0"
X Link 2025-11-04T00:24Z 19.3K followers, 13.3K engagements

"Data : $PLTR"
X Link 2025-11-17T16:16Z 19.3K followers, [---] engagements

"$HOOD crypto revenues were particularly weak in Q4 [----] coming in at $221 million which was 38% lower than in Q4 [----]. Overall cryptocurrency prices languished during the fourth quarter keeping trading activity at a low. Crypto 📉: Bitcoin $BTC Enters Wildcat Run 🐈📉 ⚠Leverage 🏦 Liquidity 🤡 Greater-fools $MSTR 📉 From wildcat banks to Beanie Babies 🧸 to crypto memeswhat happens when the fools run out 💥🧨 Full details in the report below Link: https://t.co/GP5h9akYXy https://t.co/1f1PvML5X6 Crypto 📉: Bitcoin $BTC Enters Wildcat Run 🐈📉 ⚠Leverage 🏦 Liquidity 🤡 Greater-fools $MSTR 📉"
X Link 2026-02-11T20:23Z 19.3K followers, [----] engagements

"$PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR Hey Michael Burry: https://t.co/WOv2U5TsMo https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios $PLTR Hey Michael Burry: https://t.co/WOv2U5TsMo"
X Link 2026-02-15T04:52Z 19.3K followers, 16K engagements

"@FetzInvests $PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2026-02-15T04:53Z 19.3K followers, [---] engagements

"@rdd147 Dont worry its all part of the plan 🚨 AI Stocks Join Call Option Mania 📅 $NVDA & $TSLA now trade Mon/Wed/Fri expirations 🤖3x a week ODTE in the hottest AI stocks 🎰Short-dated calls driving price action 📉Wall St is Betting $1 Trillion against which asset Link: https://t.co/NOuimbxEKJ https://t.co/vEniR5K8xC 🚨 AI Stocks Join Call Option Mania 📅 $NVDA & $TSLA now trade Mon/Wed/Fri expirations 🤖3x a week ODTE in the hottest AI stocks 🎰Short-dated calls driving price action 📉Wall St is Betting $1 Trillion against which asset Link: https://t.co/NOuimbxEKJ https://t.co/vEniR5K8xC"
X Link 2026-02-15T06:21Z 19.3K followers, [---] engagements

"@halleberry You were great but the movie was slow boring lacked depth and the action was lame. The entire time I kept thinking this has to pick up in story and character development and it never happened"
X Link 2026-02-15T07:14Z 19.3K followers, [---] engagements

"🚨BREAKING: Banking Stress Escalates - FED discount-window loans hit $6.46B for the week ended June 12th up from $6.19B. - Significant increase signals rising stress in the banking sector. - Experts warn of increased reliance on emergency funding especially in regional banks"
X Link 2024-06-13T20:35Z 19.3K followers, 72.5K engagements

"🚨BREAKING: FED POWELL TALK Q: ELIMINATING the Federal Reserve is best for promoting economic stability POWELL: YES"
X Link 2024-07-10T15:09Z 19.3K followers, 275.3K engagements

"🚨BANK 📉 ALERT: $GS ⚠Goldman of -$400 million in losses Raises 🚩 [--]. $238B in sold under agreements repurchase aka Repos with $1.5T in liabilities [--]. Repo shows potential insolvency [--]. 13.8x leverage ratio is risky for $GS amplifying vulnerability & liquidity issues"
X Link 2024-09-10T04:15Z 19.3K followers, 146.8K engagements

"$GS was the Wall Street bank that got blown up in the Yen Carry trade as they expected the yen to be over $150 #GoldmanSachs"
X Link 2024-09-10T13:22Z 19.3K followers, 38.3K engagements

"🚨 $NVDA Accounts Receivables 🚩HIT A NEW RECORD HIGH $17.6 BILLION AR is now up 77% since Jan & up 21% since last quarter This raises concerns about potential revenue recognition issues. The sharp increase may suggest the company is booking sales before payments are secured which could inflate earnings"
X Link 2024-11-20T21:46Z 19.3K followers, 240.7K engagements

"The Fed purchased over $20 billion worth of 3-year notes (bonds) today marking the largest daily purchases since the era of QE in [----]. This significant move follows a week after the Fed provided liquidity via Discount window of $3.5 Billion"
X Link 2025-05-05T22:16Z 19.3K followers, 1.8M engagements

"🚨BANK NEWS: $WFC SPARKS PANIC With Wells Fargo showing they borrowed nearly $200 billion to stay in business for the quarter investors are starting to panic on which banks are insolvent Link: https://open.substack.com/pub/coastaljournal/p/bank-earnings-are-as-cold-as-iceutm_source=app-post-stats-page&r=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/bank-earnings-are-as-cold-as-iceutm_source=app-post-stats-page&r=18thb9&utm_medium=ios"
X Link 2025-07-15T18:06Z 19.3K followers, 633.1K engagements

"BANK CRASH There has been NO News today on why regional banks have entered a correction with a majority of banks down -10% to 20% since the Fed heads cut rates at the end of Sept. **Overnight Repo Ops have been rising as we been reporting $WAL $BANC $EBC $VLY $KRE"
X Link 2025-10-16T14:14Z 19.3K followers, 489.3K engagements

"$PLTR P/E now [----] 🫧🫧🫧🫧 $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://t.co/yVtnSScEn2 https://t.co/AJCnvGS0x0 $PLTR: Greatest 🫧 of All 🤔 P/E [---] $500B market cap $5B total annual revenue 😳 Find out how theyre legally adjusting earnings while masking weak organic growth. GAAP EPS: $0.15 vs est. $0.17 (MISS) Full report https://t.co/yVtnSScEn2 https://t.co/AJCnvGS0x0"
X Link 2025-11-17T16:15Z 19.3K followers, [----] engagements

"Accounting firm EY finally got around to our report & validated the analysis: the opacity of SPVs in AI debt financing risks if reclassified (e.g. adding $27B+ to $META BS) & parallels to [----] tech 🫧 Especially the $OWL angle & Enron nod which align with todays report. The Hidden AI Debt 💣: Fed liquidity facilities ⚠ $OWL 📉 -40% YTD $META off-balance-sheet AI debt 📈 (SPV classic Enron 🤔) BDCs acting like new CDO managers Full breakdown below https://t.co/ifsxZr03aD https://t.co/rjK1vteqad The Hidden AI Debt 💣: Fed liquidity facilities ⚠ $OWL 📉 -40% YTD $META off-balance-sheet AI debt"
X Link 2026-02-11T19:32Z 19.3K followers, [----] engagements

"Accounting firm EY finally got around to our report & validated the analysis: the opacity of SPVs in AI debt financing risks if reclassified (e.g. adding $27B+ to $META BS) & parallels to [----] tech 🫧 Especially the $OWL angle & Enron nod @HedgieMarkets You must of read our report on Nov [--] about it details here : https://t.co/ifsxZr03aD https://t.co/CWJaheWnZU @HedgieMarkets You must of read our report on Nov [--] about it details here : https://t.co/ifsxZr03aD https://t.co/CWJaheWnZU"
X Link 2026-02-11T19:32Z 19.3K followers, [----] engagements

"$META auditor EY 🚩 a critical audit matter around how Meta kept a $27B data-center project off its BS. $META moved the Hyperion project into a JV w/ $owl (Meta 20% Owl funds 80%) & said it isnt the primary beneficiary of the VIE so it didnt consolidate the assets or debt. So you assume these are the highest quality companies with cash flow building these AI data centers $OWL $owl : We assume NO risk for these SPV https://t.co/U06YTn4Xng So you assume these are the highest quality companies with cash flow building these AI data centers $OWL $owl : We assume NO risk for these SPV"
X Link 2026-02-11T19:43Z 19.3K followers, [----] engagements

"🚨 AI Stocks Join Call Option Mania 📅 $NVDA & $TSLA now trade Mon/Wed/Fri expirations 🤖3x a week ODTE in the hottest AI stocks 🎰Short-dated calls driving price action 📉Wall St is Betting $1 Trillion against which asset Link: https://open.substack.com/pub/coastaljournal/p/ai-stocks-join-call-options-maniar=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/ai-stocks-join-call-options-maniar=18thb9&utm_medium=ios"
X Link 2026-02-14T16:02Z 19.3K followers, [----] engagements

"@arny_trezzi @michaeljburry @PalantirBullets $PLTR IS A MASSIVE BUBBLE Everyone needs to sell if you havent already https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2026-02-15T04:44Z 19.3K followers, [---] engagements

"Our tech ⚠ about overvaluation has been spot on so far in [----] All of the $MAGS [--] stocks have lost value so far. This helps everyday investors from coast to coast stay ahead of Wall St Link: https://open.substack.com/pub/coastaljournal/p/the-school-of-investing-for-2026r=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/the-school-of-investing-for-2026r=18thb9&utm_medium=ios"
X Link 2026-02-15T05:01Z 19.3K followers, [----] engagements

"@Kross_Roads If you are long $PLTE then the CJ team has been enjoying taking every dollar from you since we shorted it at $207. https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/palantir-earnings-q3-2025-mirrorr=18thb9&utm_medium=ios"
X Link 2026-02-15T05:49Z 19.3K followers, [---] engagements

"@AmazonMGMStudio It was so lame I wouldnt even call it an action movie"
X Link 2026-02-15T07:22Z 19.3K followers, [--] engagements

"@rdd147 $PLTR & $TSLA have Gone Full Enron. Never go full Enron AI Stocks Go Full Enron $600B long-term commitments $500B+ ☁ promises Insider cash-out $NVDA $CRWV $MSFT $TSLA $ORCL Whos most exposed in the next [----] months Find out before being told they should have never have gone Full Enron 📲 https://t.co/7giEGvEHY3 https://t.co/hu3NTPNNcJ AI Stocks Go Full Enron $600B long-term commitments $500B+ ☁ promises Insider cash-out $NVDA $CRWV $MSFT $TSLA $ORCL Whos most exposed in the next [----] months Find out before being told they should have never have gone Full Enron 📲"
X Link 2026-02-17T04:32Z 19.3K followers, [----] engagements

"🚨BANK CRASH ALERT 🚨 - New York Community Bancorp (NYCB.N) reported a second-quarter loss worse than expected - Bigger provisions due to pressures in its multi-family loan book - Shares fell 9% pre-market"
X Link 2024-07-25T13:02Z 19.3K followers, 44.9K engagements

"The #BTFP is currently being drained as banks have to pay back their loans. This is now draining liquidity out of the markets. Here is what it means going forward and why the bank stocks have not fully crashed yet: The Bank Term Funding Program (BTFP) allows banks to borrow against bonds at their par value rather than current market value making their balance sheets appear stronger. Here's how it works: [--]. Banks can use high-quality securities like U.S. Treasuries as collateral for loans from the Federal Reserve even if these securities have lost value due to rising interest rates"
X Link 2024-07-30T04:57Z 19.3K followers, 71.8K engagements

"🚨BREAKING NEWS: $NVDA Under Investigation by U.S. Department of Justice Stock Enters Bear Market: Nvidia down 📉 -25%. AI Microchip Practices: DOJ investigating Nvidia's sale practices"
X Link 2024-08-02T12:23Z 19.3K followers, 127.1K engagements

"🚨BANKS SELL OFF ACCELERATING: - $C Citi -6% ⚠📉 - $C violated Federal Reserve rule - These violations led to critical errors in its internal liquidity reporting. - This oversight raises alarms about a potential bank crash reminiscent of past financial disasters"
X Link 2024-08-02T14:02Z 19.3K followers, 26K engagements

"🚨Regional Banking Crisis Worsens as Summit State Bank's Q2 Earnings Plummet 📉 Q2 [----] Net Income: $928000 Drops -67% from Q2 [----] Net Income $2985000 📉Earnings Decline: 69% 📉Stock Drop: -15% $SSBI"
X Link 2024-08-12T15:54Z 19.3K followers, 16.8K engagements

"🚨BANK CRASH 📉: Bank of Montreal Warns of Credit Pressures Stock 📉 -16% YTD** - $BMO reports sixth consecutive profit miss shares drop 6% today. - Loan loss provisions surge to C$906M in Q3 exceeding expectations. - credit concerns aka and Minsky moment top concern"
X Link 2024-08-27T17:42Z 19.3K followers, 110.2K engagements

"🚨 $NVDA Earnings Report: Red Flags Alert 🚨 🔴 Accounts receivable surge 42% 🔴 Only [--] Customers 🔴 $SMCI Concerns 🔴 3% revenue bump deeper issues 🔴 Blackwell shipment delays impacting Q4 This is one article and analysis you won't find anywhere else: Link in post below"
X Link 2024-08-29T03:45Z 19.3K followers, 31.6K engagements

"BANK ⚠: $GS $C WARNINGS 🧨Goldman CEO warns of massive -$400 million losses in Q3 💣Citi warns of -4% losses in revenue for Q3"
X Link 2024-09-09T23:13Z 19.3K followers, 14.1K engagements

"🚨DOJ RAIDS Carahsoft - FBI searched Carahsofts DC offices as part of a DOJ investigation LINKED to a UNDISCLOSED business partner. - The raid comes just a month after the DOJ launched a probe into $NVDA - Carahsoft holds key partnerships with both $NVDA & $SMCI"
X Link 2024-09-25T03:11Z 19.3K followers, 41.5K engagements

"🚨CALIFORNIA BANK 📉 $SSBI was📉 -8% today & reached a new low down -55% YoY Summit State Bank is taking on heavy losses as the wine industry collapses as wineries default on loans With its local economy struggling in wine the banks financial stability is at risk"
X Link 2024-10-03T20:35Z 19.3K followers, 28.7K engagements

"🚨 $NVDA Faces Renewed Legal Trouble Over Crypto Fraud Allegations Investors claim Nvidia misled them on crypto mining revenue before [----] crash [--] Circuit revives class action against CEO Jensen Huang $1.35B underreported earnings cited Supreme Court battle looms"
X Link 2024-10-03T20:55Z 19.3K followers, 17.2K engagements

"@sunny051488 Why would anyone pay the bank early just to have the money trapped in the asset you cant touch"
X Link 2024-10-23T05:25Z 19.3K followers, 87.6K engagements

"Just confirmed $SMCI on the verge of being delisted if they cant prove they are not fraud by Nov 15"
X Link 2024-10-30T17:48Z 19.3K followers, 126.5K engagements

"The Fraud across markets are about to be exposed $NFLX $SMCI $NVDA $QQQ"
X Link 2024-11-05T18:14Z 19.3K followers, 16.4K engagements

"$TSLA P/E now 115x Most expensive out of the MAGA [--] with about 1.5% revenue increase in [----]. stonks stonks"
X Link 2024-12-11T20:17Z 19.3K followers, 199.2K engagements

"Ive never seen this before finished consumer foods are up 31% 📈 Month over month. I thought it was a typo but its the only item up double digits -@steveliesman"
X Link 2024-12-12T16:53Z 19.3K followers, 124.7K engagements

"🚨 First US Regional Bank to collapse In [----] Day [--] of 365"
X Link 2025-01-22T22:20Z 19.3K followers, 38K engagements

"The BTFP introduced under Biden acted as a lifeline letting regional banks trade toxic low-yield debt for loans at par value disguising their insolvency. Now drained the programs end leaves the regional banking system teetering on the edge of collapse under Trump"
X Link 2025-01-22T22:40Z 19.3K followers, 25K engagements

"Donald Trump was just asked about the stock market declines. His response: "It's a fake & its a Fake economy fueled by government jobs""
X Link 2025-03-11T22:30Z 19.3K followers, 101.1K engagements

"🚨BREAKING NEWS: $TSLA Effective TODAY in response to the latest round of tariffs Canada is ENDING ALL rebates aka EV tax credits ON Tesla products"
X Link 2025-04-04T04:22Z 19.3K followers, 30.6K engagements

"🚨FED DISCOUNT WINDOW 📈 The Fed last week gave Wall St banks $3.5 Billion via primary credit This is the largest amount so far in [--] This liquidity came when the Nasdaq was at the lows of the year -20% **Since the Fed provided liquidity (on April 07) $qqq is up 17%"
X Link 2025-05-02T14:37Z 19.3K followers, 69.8K engagements

"Thanks Rick Santelli for highlighting what we put out yesterday and today that the Fed bought a total of $34.8 Billion worth of bonds. Heres the clip: 🚨BREAKING: FED NOT QE 💵🖨 The Fed bought $14.8 billion worth of [--] year bonds today. This is on top of the $20 Billion it bought yesterday. Thats $34.8 Billion in [--] days. NOT QE https://t.co/lTDQ5PZjGY 🚨BREAKING: FED NOT QE 💵🖨 The Fed bought $14.8 billion worth of [--] year bonds today. This is on top of the $20 Billion it bought yesterday. Thats $34.8 Billion in [--] days. NOT QE https://t.co/lTDQ5PZjGY"
X Link 2025-05-06T18:44Z 19.3K followers, 225K engagements

"The Fed bought $8.8 billion worth of [--] year bonds today. This is on top of the $34.8 Billion it bought earlier this week Thats $43.6 Billion in [--] days. NOT QE 🚨BREAKING: FED NOT QE 💵🖨 The Fed bought $14.8 billion worth of [--] year bonds today. This is on top of the $20 Billion it bought yesterday. Thats $34.8 Billion in [--] days. NOT QE https://t.co/lTDQ5PZjGY 🚨BREAKING: FED NOT QE 💵🖨 The Fed bought $14.8 billion worth of [--] year bonds today. This is on top of the $20 Billion it bought yesterday. Thats $34.8 Billion in [--] days. NOT QE https://t.co/lTDQ5PZjGY"
X Link 2025-05-08T18:56Z 19.3K followers, 335.3K engagements

"$NVDA earnings was an absolute shit show the EPS number is different on almost every news platform you look at This is the golden age of fraud. Nvidia themselves reported $.96 but they left out their billion dollar China hit. Other have it at $.81 while some have $.89"
X Link 2025-05-29T05:33Z 19.3K followers, 48.4K engagements

"The Fed is now providing Wall Street with liquidity through [--] different facilities [--]. the discount window [--] regular asset purchases [--]. overnight repo Stock Market Dances💃 to Record 📈 As long as the music 🎶is playing youve got to get up & dance🕺. Citi CEO Chuck Prince [----] 💵 Fed Liquidity is back 🚀 Valuations are insane 🥳. Retail is euphoric ⚠Econ data flashing signals 👉 : https://t.co/XuAm14tZzG https://t.co/pvCWLTa40I Stock Market Dances💃 to Record 📈 As long as the music 🎶is playing youve got to get up & dance🕺. Citi CEO Chuck Prince [----] 💵 Fed Liquidity is back 🚀 Valuations"
X Link 2025-06-30T22:14Z 19.3K followers, 48.3K engagements

"Bank Earnings Are As Cold As Ice ❄ $JPM EPS 📉 YoY: $6.12 $4.40 📉 $WFC MASSIVE 🚩 $188B repo surge 📈 (+34%) -No growth No deposits. 🕵Liquidity Crunch Why is no one talking about it Full forensic breakdown 📲: https://open.substack.com/pub/coastaljournal/p/bank-earnings-are-as-cold-as-icer=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/bank-earnings-are-as-cold-as-icer=18thb9&utm_medium=ios"
X Link 2025-07-15T17:05Z 19.3K followers, 40.8K 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 ⚠ Bank Earnings Are As Cold As Ice ❄ $JPM EPS 📉 YoY: $6.12 $4.40 📉 $WFC MASSIVE 🚩 $188B repo surge 📈 (+34%) -No growth No deposits. 🕵Liquidity Crunch Why is no one talking about it Full forensic breakdown 📲: https://t.co/qCdqIsgdrj https://t.co/gXhK6ohgf0 Bank Earnings Are As Cold As Ice ❄ $JPM EPS 📉 YoY: $6.12 $4.40 📉 $WFC MASSIVE 🚩 $188B repo surge 📈 (+34%) -No growth No"
X Link 2025-07-15T18:57Z 19.3K followers, 39.4K engagements

"🚨REGIONAL BANKS 📉 $PNFP down 21% this week: Margins flat: NIM stuck at 3.23% deposit costs rising Credit risk: Chargeoffs to 0.20% loan growth adds risk Link: https://open.substack.com/pub/coastaljournal/p/there-is-overvaluation-in-stocksr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/there-is-overvaluation-in-stocksr=18thb9&utm_medium=ios"
X Link 2025-07-25T18:38Z 19.3K followers, [----] engagements

"GDP Growth is misleading. Q2 real GDP +3.0% was inflated by a +5.6% boost from COLLAPSING imports (a subtraction in GDP math). Real economy: 📉 Investment -2.1% 📉 Exports -0.19% Consumer spending only +0.8% Real economy is not well. Headline Reality"
X Link 2025-07-30T13:19Z 19.3K followers, 26.6K engagements

"$META FCF COLLAPSED -52% YoY $MSFT FCF -3% YoY. CapEx exploded$64B+ each. No working AI ROI. (Meta loss $17 billion on Reality labs the past year) (MSFT Receivables rose nearly 23%faster than revenueDSO hit [--] days suggesting revenue may be pulled forward to hit targets. Full forensic report drops tomorrow"
X Link 2025-07-30T20:50Z 19.3K followers, 46.1K engagements

"This was the biggest drop in the history of the data since the 1960s US DURABLE GOODS REVISED ACTUAL -9.4% (FORECAST -9.3% PREVIOUS -9.3%) $MACRO US DURABLE GOODS REVISED ACTUAL -9.4% (FORECAST -9.3% PREVIOUS -9.3%) $MACRO"
X Link 2025-08-04T14:05Z 19.3K followers, 28K engagements

"@REDACTEDSpider We are not back we are just winning"
X Link 2025-08-05T02:54Z 19.3K followers, 128.6K engagements

"$CRWV Enron Problem Accounts receivable exploded 364% to $1.93B. Thats not cash in the bank thats IOUs. DSO is pushing [--] days meaning customers havent paid for a huge chunk of sales. Operating cash flow $251M. Theyre bleeding cash while touting adjusted EBITDA of $753Mbuilt on stripping out massive costs like $177M in stock comp & ignoring $267M in interest. https://open.substack.com/pub/coastaljournal/p/inflation-space-the-governments-skimmingr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/inflation-space-the-governments-skimmingr=18thb9&utm_medium=ios"
X Link 2025-08-12T20:45Z 19.3K followers, 103.5K engagements

"🚨INFLATION OUT OF CONTROL PPI YoY INCREASE VEGETABLES : 17% MEATS: 11%"
X Link 2025-08-14T12:47Z 19.3K followers, 34.7K engagements

"@DanielRPK Complete trash they pissed away Dr. strange story as well Tons of people should have been fired at marvel"
X Link 2025-08-19T14:51Z 19.3K followers, [----] engagements

"Just a reminder for all back in [----] the Federal Reserve was CUTTING INTEREST RATES (ALREADY DOWN TO 1%) WITH CPI INFLATION OF 5% IN AUGUST OF [----] with stocks hitting highs Lehman collapsed the following month & stocks fell -40%. Details: https://open.substack.com/pub/coastaljournal/p/fed-powell-paints-the-labor-marketutm_source=app-post-stats-page&r=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/fed-powell-paints-the-labor-marketutm_source=app-post-stats-page&r=18thb9&utm_medium=ios"
X Link 2025-08-22T18:57Z 19.3K followers, 138.1K engagements

"$NVDA Earnings: The Prestige Effect 🎩 📦 $15B in chips piling up whats really behind it 📑 $27.8B in A. receivables more accounting tricks 💸 Wheres the cash Is Wall ST favorite stock built on illusion ✨ Full breakdown 👇 https://open.substack.com/pub/coastaljournal/p/nvidia-earnings-the-prestige-effectr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/nvidia-earnings-the-prestige-effectr=18thb9&utm_medium=ios"
X Link 2025-08-27T22:07Z 19.3K followers, 76.6K engagements

"$NVDA PEAKED: Cash flow +6% vs revenue +56% Inventory +93% ($5.5B write-off) Margins down 3% YoY. The stocks priced for perfectionyet the numbers say perfection is gone. The illusions fading. Full details: https://open.substack.com/pub/coastaljournal/p/nvidia-earnings-the-prestige-effectr=18thb9&utm_medium=ios $NVDA Earnings: The Prestige Effect 🎩 📦 $15B in chips piling up whats really behind it 📑 $27.8B in A. receivables more accounting tricks 💸 Wheres the cash Is Wall ST favorite stock built on illusion ✨ Full breakdown 👇 https://t.co/aOt1gtKshy https://t.co/kBYyiHlmFE"
X Link 2025-08-27T22:48Z 19.3K followers, 21.3K engagements

"⚠Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter [--] to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All [--] listed as secured lenders in bankruptcy filing *Its estimated over $2 Billion in Subprime Auto loan thats now worth 💩"
X Link 2025-09-11T22:42Z 19.3K followers, 81.1K engagements

"🚨Tricolors AAA bonds (rated [--] months ago July 25) just plungedpar to [--] lower tranches to [--]. Rating agencies are partying like its [----] slapping AAA on junk. The musics stopped & subprime auto debt tied to fraud is crashing fast. Same playbook new bubble. ⚠Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter [--] to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All [--] listed as secured lenders in bankruptcy filing *Its estimated over $2 Billion in Subprime Auto loan thats now worth 💩 https://t.co/uNkI3mVK62 ⚠Tricolor Holdings Files for Bankruptcy in Texas -"
X Link 2025-09-11T22:54Z 19.3K followers, 122K engagements

"⚠BREAKING BANKS: 📉 As banks tap the Feds Discount Window risk are now significant as some banks approach 🐻market territory -20% Over the past week"
X Link 2025-10-10T19:51Z 19.3K followers, 72.4K engagements

"What AI boom $ASML is the ONLY company on Earth capable of producing EUV lithography machines its effectively a real-time pic of demand for $NVDA GPU B/c it has to pass through ASMLs production queue. Bookings flat YoY If the AI boom were truly as explosive as markets claim ASML would be PRINTING cash NOT deferring them. Instead were seeing late payments and slower cash conversion meaning the demand wave is cresting not accelerating. In short: when the monopoly supplier to the AI world isnt gushing cash the AI supercycle narrative isnt reflecting industrial reality its echoing investor"
X Link 2025-10-15T13:44Z 19.3K followers, 285.6K engagements

"🚨BREAKING: FED QE BEGINS Fed Balance sheet increases by $10 Billion in [--] weeks Fed Discount Window usage aka lender of last resort shoots up 238% YoY This all comes after banks are announcing losses and collateral issues Full report here: https://open.substack.com/pub/coastaljournal/p/the-machines-fueled-the-gamma-squeezer=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/the-machines-fueled-the-gamma-squeezer=18thb9&utm_medium=ios"
X Link 2025-10-16T21:29Z 19.3K followers, 52.4K engagements

"🚨BREAKING: FED NEWS Fed Repo Surges to $20 Billion This is now the highest single daily amount since the Repo Crisis of [----]. More details here: https://open.substack.com/pub/coastaljournal/p/amazon-and-apple-earnings-beatr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/amazon-and-apple-earnings-beatr=18thb9&utm_medium=ios"
X Link 2025-10-31T14:32Z 19.3K followers, 61K engagements

"🚨BREAKING: FED NEWS 🚨 Fed Repo Surges 📈to $50 Billion This is now the Second highest single daily amount since The March [----] Crash Full Details Here: https://open.substack.com/pub/coastaljournal/p/michael-burrys-warning-stock-marketr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/michael-burrys-warning-stock-marketr=18thb9&utm_medium=ios"
X Link 2025-11-01T01:13Z 19.3K followers, 131K engagements

"$ORCL -6% 📉 today -43% since Sept Clearly the early innings of the AI boom 🙄 🚨BREAKING STOCK NEWS: $ORCL OPENAI announced delay of payments to Oracle for data center use. This is now causing Oracle to go to the debt market causing CDS SOARING 📈 Full report here: https://t.co/ek1FyZpAiB https://t.co/s0E4xqWLFd 🚨BREAKING STOCK NEWS: $ORCL OPENAI announced delay of payments to Oracle for data center use. This is now causing Oracle to go to the debt market causing CDS SOARING 📈 Full report here: https://t.co/ek1FyZpAiB https://t.co/s0E4xqWLFd"
X Link 2025-12-12T16:32Z 19.3K followers, [----] engagements

"🚨NEWS: FED DISCOUNT WINDOW The Feds Discount Window hit the HIGEST Level EVER $9.6 Billion (outside a known bank announcing failure ie $SVB) TOTAL Fed discount window usage in [----] likely ran north of $100 billion The End Game Now https://open.substack.com/pub/coastaljournal/p/the-federal-reserves-liquidity-hasr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/the-federal-reserves-liquidity-hasr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-02T21:37Z 19.3K followers, [----] engagements

"Trade Wars: Tariffs Strike Back 🏝 Greenland: The rare earth power play 🧲 China: 90% Rare Earth Monopoly 📈 Margin Debt: Historic highs😳 $NVDA: Call Option Mania + chip war exposure Gold🥇Silver 🥈 For the Win Full report: https://open.substack.com/pub/coastaljournal/p/trade-wars-tariffs-strike-backr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/trade-wars-tariffs-strike-backr=18thb9&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-19T03:59Z 19.3K followers, 12.4K engagements

"We nailed Part [--] of tech earnings with $TSLA $MSFT $META below Make sure you get the latest as we get $AAPL earnings tonight and $goog $amzn next week Stay ahead of Wall ST Our Tech Earnings Preview is out with full risk matrix and options strategies on all the $MAGS [--] We are using The 3-Tier Ranking (Growth Expectations): *Real growth is achieved by adjusting for a 3% inflation Full report here: https://t.co/Xt0mcIm0Li https://t.co/jfR3W0RsEO Our Tech Earnings Preview is out with full risk matrix and options strategies on all the $MAGS [--] We are using The 3-Tier Ranking (Growth Expectations):"
X Link 2026-01-29T16:34Z 19.3K followers, [----] engagements

"🚨Breaking Fed News Fed Discount Window Update 📈Increase: Up 27% to $6.79 billion this week - Focus on Smaller Banks: Continued emphasis on their impact and strategies to stay solvent"
X Link 2024-05-02T22:20Z 19.3K followers, 67.1K engagements

"🚨BREAKING: @FDICgov SAYS BANKS HAVE WEAKNESS They identify [--] banks $BAC $C $GS $JPM ⚠BANKS 📉 As more and more regional banks use the discount window the lower these bank stocks go Usage of the discount window means that either banks dont want to lend to other banks Due to either [--]. Insolvency [--]. Bad collateral https://t.co/4tNANCcUvJ ⚠BANKS 📉 As more and more regional banks use the discount window the lower these bank stocks go Usage of the discount window means that either banks dont want to lend to other banks Due to either [--]. Insolvency [--]. Bad collateral https://t.co/4tNANCcUvJ"
X Link 2024-06-21T16:22Z 19.3K followers, 208.2K engagements

"🚨BANKS: THE Sell off continues As Fed Chair Powell states Higher For longer on interest rates to Congress YTD 📉: $NYCB -69% $SOFI -37% $PGC -30% $INDB -27% $BANC -8% (3 largest bank in CA)"
X Link 2024-07-09T14:37Z 19.3K followers, 40.6K engagements

"🚨 BANKING CRISIS: With Powell stating that there wont be significant rate cuts next year and the Yield Curve un- inverting along with BTFP going away banks were hammered as most of them have billions worth of unrealized losses in bonds"
X Link 2024-12-18T21:50Z 19.3K followers, 62.1K engagements

"3 month bond signaling liquidity problems"
X Link 2025-04-15T02:58Z 19.3K followers, 60.3K engagements

"Stock Market Dances💃 to Record 📈 As long as the music 🎶is playing youve got to get up & dance🕺. Citi CEO Chuck Prince [----] 💵 Fed Liquidity is back 🚀 Valuations are insane 🥳. Retail is euphoric ⚠Econ data flashing signals 👉 : https://open.substack.com/pub/coastaljournal/p/stock-market-dances-to-record-highsr=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/stock-market-dances-to-record-highsr=18thb9&utm_medium=ios"
X Link 2025-06-30T19:45Z 19.3K followers, 147.2K engagements

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