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@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 finance #4158 stocks #2945 technology brands XXXXX% cryptocurrencies XXX% exchanges #2695 products XXXX% gaming XXXX%

Social topic influence ai #4054, liquidity #64, $orcl #25, $100b #3, debt #87, $avgo #111, $crwv #116, $nvda #527, the hype 6.9%, $qqq #55

Top accounts mentioned or mentioned by @cfpstrategist4u @analystsacademy @dmdtos69 @reelekool @kshaughnessy2 @bobbydo01596102 @alldaystocks @ksherman1818 @david_a_thigpen @gordonjohnson19 @yieldsearcher @globalflows @deepseekai @tenagliajohn @saltydocem @joshdenofnerds @leelichterman @kalshiculture @factpostnews @upsideinversion

Top assets mentioned Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Metadium (META) Walrus (WAL) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Intel Corporation (INTC) Super Micro Computer, Inc. Common Stock (SMCI) Alphabet Inc Class A (GOOGL) ParaSwap (PSP) JPMorgan Chase (JPM) Banc of California, Inc. (BANC) Epic Ballad Coin (EBC) Valley National Bancorp (VLY) SPDR S&P XXX ETF Trust (SPY) Vixco (VIX) Zions Bancorporation, NA. (ZION) M&T Bank Corporation (MTB) Huntington Bancshares Incorporated (HBAN) Lincoln National Corporation (LNC) Unum Group (UNM) Principal Financial Group Inc (PFG) T Rowe Price Group Inc (TROW)

Top Social Posts

Top posts by engagements in the last XX hours

"Burry AI Accounting ⚠ Burrys reading the books againthis time its AI. $ORCL : CapEx +270% FCF $5.9B Default risk 🧐 $META : CapEx +128% FCF -XX% Overstated profits. Collapsing cash. The AI boom is built on accounting smoke. Link:"
X Link 2025-11-10T19:44Z 18.6K followers, 6553 engagements

"Burry AI Accounting ⚠ Burrys reading the books againthis time its AI. $ORCL : CapEx +270% FCF $5.9B 🚨Credit Default Swaps SOARING🚨 Overstated profits. 📉 cash. The AI boom is built on accounting smoke. Link:"
X Link 2025-11-10T19:48Z 18.6K followers, 2477 engagements

"Credit Default Swaps are Soaring on Big AI Stocks $amzn $goog $intc $amd $crwv $orcl $smci full report here: H/t: @GordonJohnson19"
X Link 2025-11-13T16:58Z 18.6K followers, 30.5K engagements

"Private Credit is 📉 -XX% since Sept Its liquidation. Private credit is cracking BDC stress is surfacing and the Boston Feds warnings are playing out. Largest down volume since $SVB went down. This market is quietly telling you: liquidity is running out. $PSP"
X Link 2025-11-19T20:04Z 18.6K followers, 7166 engagements

"Were excited to announce the release of a comprehensive financial white paper tomorrow This white paper aims to address the burning question on everyones mind: Are we truly in the midst of an AI 🫧"
X Link 2025-11-30T06:44Z 18.6K followers, 6321 engagements

"Are We in an AI 🫧 Everyone sees the hype few see the numbers behind it. GPU Rental prices 📉 Model training costs 📉 -XX% Capex 📈 4080% YoY Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:"
X Link 2025-12-01T02:48Z 18.6K followers, 18.2K engagements

"AI Is Becoming Cheaper & @deepseek_ai Just Proved It. New Models Arent Just Cheaper Theyre Now Beating the Most Expensive Models in the World outperform GPT-5 High Claude XXX Sonnet & Gemini XXX Pro across many of the hardest reasoning benchmarks Details below"
X Link 2025-12-01T13:56Z 18.6K followers, 2335 engagements

"Companies like $CRWV and $ORCl why do they buy so many GPUs LLM models are already outperforming with lower compute power costing a fraction of the price and their usage is free. Where does the ROI for those GPUs come from Link:"
X Link 2025-12-01T14:16Z 18.6K followers, 1987 engagements

"So lets get this straight for todays events X. The Nasdaq Futures down -X% X. The Fed prints $XX Billion for Wall ST X. The Nasdaq erases the entire -X% move. Coincidence You decide"
X Link 2025-12-01T17:46Z 18.6K followers, 7177 engagements

"Overnight repo is flashing red. Banks are rushing to the Fed dumping mortgage-backed securities for cash. That screams collateral stress and when collateral is already stuffed with unrealized losses collateral stress = someone in the system is close to insolvent"
X Link 2025-12-02T14:23Z 18.6K followers, 93.9K engagements

"cash/collateral squeeze SOFR spikes above Fed ceiling forces fire-sales of Treasuries/MBS sharp rise in yields & mortgage rates credit markets freeze risk of 2019-style repo crisis XXX or wider financial crisis"
X Link 2025-12-02T14:35Z 18.6K followers, 8302 engagements

"The data below is comparing the 2019 Repo crisis to 2025 Repo. The 2019 Repo crisis started in Sept 2019 & MBS 💩 unloading to the Fed started. This sent the Nasdaq up from Sept- Feb. lasting X months ( $qqq up 15%) before the -XX% 📉 2025 is already on a similar path"
X Link 2025-12-02T17:47Z 18.6K followers, 6067 engagements

"$MSFT NOW DOWN -XX% since our report a few months ago. $Meta DOWN -XX% Maybe cash flows do matter. Remember Wall St gives you fake price signals chasing headlines. They will never tell you when to sell"
X Link 2025-12-03T21:17Z 18.6K followers, 4850 engagements

"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the 🌷 Shiller PE XX Repo 📈 $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone 🤳:"
X Link 2025-12-04T22:10Z 18.6K followers, 6967 engagements

"$CRWV $15B debt is 9x EBITDA $2B capital raise is a desperate cry. Q1's $314M loss & $264M interest burden confirm the shift to Ponzi Finance. The cash flow illusion has SHATTERED. CDS SOARING"
X Link 2025-12-08T14:25Z 18.6K followers, 2084 engagements

"$CRWV $15B debt is 9x EBITDA $2B capital raise is a desperate cry. Q1's $314M loss & $264M interest burden confirm the shift to Ponzi Finance. The cash flow illusion has SHATTERED. CDS SOARING"
X Link 2025-12-08T14:26Z 18.6K followers, 2316 engagements

"$CRWV Has Slumped on Debt Concerns. It Is Issuing More Convertible Bonds. -7%"
X Link 2025-12-08T17:23Z 18.6K followers, 2459 engagements

"$WAL -X% today YTD: X% 🧐"
X Link 2025-12-08T19:54Z 18.6K followers, 1158 engagements

"@Kalshi_Culture X not X there"
X Link 2025-12-09T15:06Z 18.6K followers, XXX engagements

"Wall Street spent last week screaming 📈 rates - Todays $39B 10-year auction: XXXXX% stop Bid To Cover XXXX (avg) Indirects XXXXX% (monster foreign bid) dealers only XXX% - Narrative obliterated: foreign buyers juiced it not weakcleared cheaper than feared"
X Link 2025-12-09T19:07Z 18.6K followers, 1946 engagements

"$JPM -XXX% 📉 Today"
X Link 2025-12-09T19:18Z 18.6K followers, 3544 engagements

"@factpostnews THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the 🌷 Shiller PE XX Repo 📈 $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone 🤳:"
X Link 2025-12-04T22:19Z 18.6K followers, 3640 engagements

"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the 🌷 Shiller PE XX Repo 📈 $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone 🤳:"
X Link 2025-12-04T22:01Z 18.6K followers, 19.4K engagements

"In September 2025 a hidden liquidity shock rippled through repo markets SOFR rates and bonds all while AI stocks soared to bubble-era valuations. This in-depth finical white paper reveals why the system is repeating past crises and why this time may be the Big One"
X Link 2025-12-04T22:52Z 18.6K followers, 8968 engagements

"$WAL -XXX% 📉 Today 👀"
X Link 2025-12-09T19:18Z 18.6K followers, 2981 engagements

"Liquidity Revolutions: The AI Debt 🫧 & Fed Plumbing The system is glitching. Repo +$100B 📈 Fed forced to cut 📉 $ORCL revenue X% 📉 FCF collapse $13.2B 💀 Debt rockets to $XXX Billion 🚀 Link:"
X Link 2025-12-10T23:52Z 18.6K followers, 1296 engagements

"BANK CRASH There has been NO News today on why regional banks have entered a correction with a majority of banks down -XX% to XX% 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 18.6K followers, 487.5K engagements

"Are We in an AI 🫧 Everyone sees the hype few see the numbers behind it. GPU Rental prices 📉 Model training costs 📉 -XX% Capex 📈 4080% YoY Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:"
X Link 2025-12-01T02:51Z 18.6K followers, 32.8K engagements

"⚠WALL ST LIQUIDITY CRISIS 🚨SRF just hit $9B today $84B in X days. SOFR is ripping above the Feds range with XX% & XX% percentile prints surging & volume $3.4T. Funding stress is HERE. The plumbing is cracking. Liquidity is tightening. This is the start of the crises"
X Link 2025-12-02T14:10Z 18.6K followers, 75.9K engagements

"Liquidity Revolutions: The AI Debt 🫧 & Fed Plumbing The system is glitching. Repo +$100B 📈 Fed forced to cut 📉 $ORCL revenue X% 📉 FCF collapse $13.2B 💀 Debt rockets to $XXX Billion 🚀 Full report:"
X Link 2025-12-10T23:04Z 18.6K followers, 63K engagements

"Nasdaq Futures $qqq -1.5%"
X Link 2025-12-11T03:11Z 18.6K followers, 1711 engagements

"⚠ BREAKING: Futures have turned sharply negative suddenly with $SPY futures down -X% Nasdaq XXX down $qqq -XXX% $VIX up nearly 3%"
X Link 2025-12-11T03:32Z 18.6K followers, 2833 engagements

"Merry Christmas to All the greatest gift would be exiting the AI bubble before it burst $AVGO $NVDA $AMD $QQQ Link:"
X Link 2025-12-12T00:09Z 18.6K followers, 2512 engagements

"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the 🌷 Shiller PE XX Repo 📈 $100B+ per month Discount Window +$8B this week $250B+ since the summer $qqq running on liquidity alone 🤳:"
X Link 2025-12-04T22:15Z 18.6K followers, 2733 engagements

"@Upsideinversion Broadcoms profit wasnt profit. $2.1B came from a tax trick $4.4B added back in non-GAAP adjustments (amortization stock comp restructuring acquisition costs) Over $6.5B of engineering to manufacture an EPS beat"
X Link 2025-12-11T23:33Z 18.6K followers, XX 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:"
X Link 2025-11-03T19:51Z 18.6K followers, 11.4K engagements

"$meta -XX% $msft -XX% $Amzn -X% Can you hear us knocking now @GregCrennan ⚠: profits without real cash flow eventually fail. Microsoft shares surged initially after earnings but faded rapidly reflecting investors dawning realization that promises alone won't deliver 💵"
X Link 2025-12-03T21:26Z 18.6K followers, 6353 engagements

"$AVGO is a $1.9T company doing $3270B in revenue. Thats a P/E of XXX P/S of 2659 P/B of XX. AR up XX% inventory up 29%. This isnt AI growth its one of the most ridiculous valuations in market history"
X Link 2025-12-11T23:18Z 18.6K followers, 2462 engagements

"$AVGO beat was manufactured not earned. Broadcom reported $8.5B GAAP profit but: $3.0B came from a one-time tax swing $4.4B came from adding back recurring expenses Meaning: over XX% of Broadcoms profit wasnt from actual AI chips sales. 😳"
X Link 2025-12-11T23:35Z 18.6K followers, 8225 engagements

"@HighyieldHarry Correct but what percent of GDP is bs. Compared to 2019 and 2010. Power of inflation"
X Link 2025-12-12T04:48Z 18.6K followers, XXX engagements