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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 category influence stocks #594 finance #456 technology brands #4639 cryptocurrencies #190 automotive brands XXXX% countries XXXX%

Social topic influence $wal #1, $nvda #29, $jef #5, fed #13, wal #2, vix #557, $vix #218, $jpm #29, $gs #14, losses #267

Top accounts mentioned or mentioned by @grok @gregcrennan @crypt2equalizer @cfpstrategist4u @rem26020 @onc187 @cherrygarciafan @realjohngaltfla @jeff4liberty247 @fullfieldflicks @mauiboymacro @macroinsight360 @lmrresearch @capitalmktguy @dmdtos69 @analystsacademy @donmiami3 @m3melody @askperplexity @downtown

Top assets mentioned Walrus (WAL) NVIDIA Corp. (NVDA) Jefferies Financial Group Inc. (JEF) Vixco (VIX) JPMorgan Chase (JPM) GammaSwap (GS) SPDR S&P XXX ETF Trust (SPY) Tesla, Inc. (TSLA) Wells Fargo & Co (WFC) PNC Financial Services Group Inc (PNC) Barclays PLC (BCS) Goldman Sachs (GS) Banc of California, Inc. (BANC) Epic Ballad Coin (EBC) Valley National Bancorp (VLY) Oracle Corporation (ORCL) Taiwan Semiconductor (TSM) Huntington Bancshares Incorporated (HBAN) Fifth Third Bancorp (FITB) Blackstone, Inc. (BX) Truist Financial Corp (TFC) Ally Financial, Inc. (ALLY) Deutsche Bank Aktiengesellschaft (DB) Super Micro Computer, Inc. Common Stock (SMCI) Advanced Micro Devices (AMD) Morgan Stanley (MS) Hundred Million (100M)

Top Social Posts #

Top posts by engagements in the last XX hours

"Goldman Sachs ( $GS ) has informed employees of potential job cuts and a hiring slowdown through the end of the year according to an internal memo Full report here :"
X Link @1CoastalJournal 2025-10-14T16:52Z 16.6K followers, XXX engagements

"Full report here:"
X Link @1CoastalJournal 2025-10-16T17:28Z 16.6K followers, 2323 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 @1CoastalJournal 2025-10-16T14:14Z 16.6K followers, 268.6K engagements

"Regional banks are getting hit hard today $WAL -X% $HBAN-2.5% $TFC -XXX% $ALLY -2%"
X Link @1CoastalJournal 2025-10-08T19:35Z 16.2K followers, XXX engagements

"You dont wish it because certain people get hurt but it could happen in 2026. -CEO $JPM JAMIE DIMON"
X Link @1CoastalJournal 2025-10-15T04:32Z 16.3K followers, 2325 engagements

"$TSM Q3 2025 DSO 📈 to XX days Free cash flow is 📉 YoY (-24.3%) We cant figure out if there were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard"
X Link @1CoastalJournal 2025-10-16T12:57Z 16.6K followers, 5754 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%📉"
X Link @1CoastalJournal 2024-07-24T13:12Z 16.6K followers, 35K engagements

"🚨 $SMCI : Super Micro's $2B convertible bond & CEO's $13.5M stock sale signal trouble in the AI chip boom. With SMCI down -X% today the supposed $NVDA-led AI surge looks like a bust. Data suggest the company is in a financial or liquidity crunch to stay in business"
X Link @1CoastalJournal 2025-06-23T18:41Z 16.1K followers, 6024 engagements

"$ORCL Oracle Sinks AFTER OUR Report that its Cloud Margins Are Lower Than Expected We delivered it first back on Sept XX We do the analysis so you can stay ahead of Wall St"
X Link @1CoastalJournal 2025-10-07T22:18Z 16.1K followers, 2669 engagements

"@clauner10 Full report here;"
X Link @1CoastalJournal 2025-10-16T17:29Z 16.6K followers, 1207 engagements

"@m3_melody Full details out soon"
X Link @1CoastalJournal 2025-10-14T16:13Z 16.6K followers, XXX engagements

"The Ultimate Big Short: What Comes Next We nailed the $VIX spike Trumps tariff threats hit markets Golds next move Consumer Sentiment -XX% YoY -XXXX% The real economy is 📉 👉 Full breakdown:"
X Link @1CoastalJournal 2025-10-10T19:03Z 16.1K followers, 10.3K engagements

"Goldman Sachs ( $GS ) has informed employees of potential job cuts and a hiring slowdown through the end of the year according to an internal memo more data:"
X Link @1CoastalJournal 2025-10-14T16:52Z 16.6K followers, XXX engagements

"$VIX POPS XX% Friday on Trump comments on increased tariffs on China. The Smart money knew and was in our report below"
X Link @1CoastalJournal 2025-10-10T15:18Z 16.2K followers, 2025 engagements

"@m3_melody BANK-BUSTERS: Whos Hiding the 👻 in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"
X Link @1CoastalJournal 2025-10-14T16:34Z 16.6K followers, 7269 engagements

"@NeedleStrat Full report here;"
X Link @1CoastalJournal 2025-10-16T17:29Z 16.6K followers, 1003 engagements

"@jeff4liberty247 @DiMartinoBooth $JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor). Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast"
X Link @1CoastalJournal 2025-10-09T05:42Z 16.4K followers, XXX engagements

"Not off-base. $ORCL 10Q shows 🚩 $8.5B capex (TTM $27.4B) pushed TTM Free Cash Flow NEGATIVE to $5.88B cloud infra exp +$929M YoY; $575M lease cost + $923M interest; $99.8B in not-yet-commenced DC leases. A $100M/quarter GPU loss is LIKELY. LINK:"
X Link @1CoastalJournal 2025-10-07T20:20Z 16.1K followers, 3671 engagements

"US auto loans just had their WORST month since Mar 2020. Sector debt plunged X% B/CCC tranches wiped out gains. Tricolor AAA paper now ALL junk. UBS fund XX% exposed to bankrupt First Brands. Collateral cracking = liquidity tightening. Risk assets next"
X Link @1CoastalJournal 2025-10-07T21:27Z 16.6K followers, 6915 engagements

"@investDRH @GladsResearch Full report here;"
X Link @1CoastalJournal 2025-10-16T17:28Z 16.6K followers, 1300 engagements

"⚠Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter X to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All X listed as secured lenders in bankruptcy filing *Its estimated over $X Billion in Subprime Auto loan thats now worth 💩"
X Link @1CoastalJournal 2025-09-11T22:42Z 16.5K followers, 80.9K engagements

"🚨 BANK WARNINGS: Western Alliance Jefferies & First Brands Signal Systemic Stress RISK📈 just the start not the end. $WAL tied to First Brands bankruptcy via Jefferies 2x-pledged collateral Tricolor-style fraud Fed discount window 📈"
X Link @1CoastalJournal 2025-10-08T16:53Z 16.6K followers, 59.5K engagements

"$JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor) Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast"
X Link @1CoastalJournal 2025-10-09T05:43Z 16.3K followers, 3583 engagements

"⚠BREAKING BANKS: 📉 As banks tap the Feds Discount Window risk are now significant as some banks approach 🐻market territory -XX% Over the past week"
X Link @1CoastalJournal 2025-10-10T19:51Z 16.6K followers, 71.9K engagements

"🚨REGIONAL BANKS 🐻📉 Over the past month since the Tricolor bankruptcy & exposure to ABS downgrade to JUNK banks are now in a correction in the verge of a 🐻 market confirm -XX% $WAL $JEF $BCS $BX"
X Link @1CoastalJournal 2025-10-09T20:12Z 16.6K followers, 174.2K engagements

"At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -XX% was unlikely. Stocks prices fell -XX% & housing prices nationally fell -20%"
X Link @1CoastalJournal 2025-10-09T04:35Z 16.6K followers, 117K engagements

"Data on junk bonds; High-yield credit flashing red ⚠ $JNK $HYG and $HYT all breaking support on heavy volume. Liquidity leaving risk credit money flow turning negative. This is Phase One collateral stresswatch for deeper cracks if $HYG XXXX or $JNK 96"
X Link @1CoastalJournal 2025-10-09T22:21Z 16.1K followers, 1153 engagements

"Western Alliance ( $WAL) plunges after report reveals exposure to First Brands collapse via a Jefferies fund. The kicker Charts show weeks of quiet insider-style selling before the news hitclassic they knew before we did pattern. Now volume confirms it. Risk just got real"
X Link @1CoastalJournal 2025-10-08T17:48Z 16.4K followers, 3143 engagements

"The AI House of Cards $AMD unsold chips 📈 XX% YoY $6.68B 🫣 OpenAIs handshake deal fuels $100B hype🤝 $NVDA the architect of round-tripping 🔃 🔗 The full breakdown:"
X Link @1CoastalJournal 2025-10-06T17:53Z 16.1K followers, 9002 engagements

"Full report here;"
X Link @1CoastalJournal 2025-10-16T17:28Z 16.6K followers, 3617 engagements

"In the Notes to the Summary US GAAP Consolidated Financial Statements $ASML says: These interim unaudited Summary Consolidated Financial Statements have been prepared in conformity with US GAAP and should be read in conjunction with the Consolidated Financial Statements and Notes included within our 2024 Annual Report Translation: these arent full audited numbers theyre managements condensed version. That means some adjustments valuation methods or contingent liabilities might only appear in the full annual filing. Then the Forward-Looking Statements paragraph adds the legal firewall: These"
X Link @1CoastalJournal 2025-10-15T13:28Z 16.6K followers, 2374 engagements

"@Doug83946987 Full report here;"
X Link @1CoastalJournal 2025-10-16T17:29Z 16.6K followers, XXX engagements

"Lets say a normal market $VIX at 12is a regular Twinkie. According to this dataVIX near XX up XXXX% this month SPY put/call XXX QQQ XXXX and VIX implied vol above 80%thatd be a Twinkie XX feet long weighing XXX pounds. Thats a big VIX spike"
X Link @1CoastalJournal 2025-10-08T19:10Z 16.2K followers, 1143 engagements

"$MS earning headline says Beat but its C-suite footnotes quietly warn: These measures are NOT in accordance with GAAP & may differ from similar metrics used by other firms. Translation: adjusted profits are managements story not accountings truth. Buyer beware"
X Link @1CoastalJournal 2025-10-15T12:30Z 16.6K followers, 4647 engagements

"AI Canary in the Coal Mine Somethings dying in the AI 🫧 & it isnt just the canary. $ORCL 🩸 -$100M a qtr 📉 cash flows across the AI stack Bezos warning of an AI 🫧 Want to know whats really going on inside the AI gold rush Link:"
X Link @1CoastalJournal 2025-10-07T19:48Z 16.6K followers, 7192 engagements

"BREAKING: After earnings Goldman Sachs $GS is reportedly planning a round of layoffs per WSJ Full details on Goldman below"
X Link @1CoastalJournal 2025-10-14T16:50Z 16.6K followers, 2879 engagements

"And Caesar wept for there were no more worlds to conquer & no one is buying calling options anymore ok MEME stocks & everyone wants our swaps. $JEF taking on heavy losses. Full report below"
X Link @1CoastalJournal 2025-10-10T22:06Z 16.1K followers, 2593 engagements

"BANK-BUSTERS: Whos Hiding the 👻 in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"
X Link @1CoastalJournal 2025-10-14T16:34Z 16.6K followers, 2297 engagements

"Tricolor contagion is spreading. Confirmed bank exposure: Fifth Third ( $FITB) $170200M JPMorgan ( $JPM) 200M Barclays ( $BCS) secured Origin Bancorp ( $OBK) $30M. Subprime auto fraud is bleeding into regionalsprovisions & ABS downgrades likely and growing"
X Link @1CoastalJournal 2025-09-13T02:50Z 16.2K followers, 8547 engagements

"$TSM Q3 2025 showed DSO rose to XX days. Free cash flow is 📉 YoY (-24.3%) we cant figure out if their were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard"
X Link @1CoastalJournal 2025-10-16T12:55Z 16.6K followers, XXX engagements

"$JEF NOW DOWN -XXX% 📉"
X Link @1CoastalJournal 2025-10-16T14:39Z 16.6K followers, 5670 engagements

"🚨VIX About to Explode Vols swelling like Egons Twinkie $VIX +10% in a month😳 $SPY put/call XXX 🤨 $NVDA & $TSLA: 2.6M call contracts daily $VIX IV XX% into Nov Markets euphoric hedgers terrified. Full report:"
X Link @1CoastalJournal 2025-10-08T19:00Z 16.1K followers, 25.8K engagements

"$ASML Q3 shows a cash gap: Net income about $7.2B but operating cash flow only $6.5B📉 - XX% Accounts receivable 📈 XX% ($4.8B $6.3B) while sales rose just 17%. 🧐 Profits up cash lagginga classic ship-and-book move to juice earnings for the quarter"
X Link @1CoastalJournal 2025-10-15T13:25Z 16.6K followers, 117.7K engagements

"Factoring Fraud Fallout Deepens First Brands $10B 📉 tied to billions Jefferies exposure & $2.3B in double-pledged receivables. Major lendersBofA Jefferies Evolutionnow under scrutiny into Wall St tangled web of supply-chain finance risk. $xlf $wal $bac $pnc $kre $wfc"
X Link @1CoastalJournal 2025-10-08T17:00Z 16.3K followers, 2710 engagements

"BANK-BUSTERS: Whos Hiding the 👻 in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"
X Link @1CoastalJournal 2025-10-14T16:32Z 16.6K followers, 13.3K engagements

"🚨 Credit Risk Alert Latest 🚨 Tricolor bankruptcy = systemic: $10B liabilities 25k+ creditors 29k loans w/ duplicate VINs ABS downgraded/suspended $170200M hit at $FTIB $JPM $BCS Subprime cracks credit crunch risk. Full report:"
X Link @1CoastalJournal 2025-10-03T20:54Z 16.5K followers, 3528 engagements

"🚨BANKS: 📉 The facts that $WAL are taking on heavy losses in the ABS market is starting to spread across other banks $HSBC $JEF $PNC"
X Link @1CoastalJournal 2025-10-09T13:50Z 16.6K followers, 17.7K engagements

"Full details Nvidia invests $100B in OpenAI which spends it on Nvidia chips. AMD joins with a $10s of B deal + $XXXX warrants. Same dollars circle booked twicegrowth on paper cash in circles"
X Link @1CoastalJournal 2025-10-06T19:39Z 16.6K followers, 48.4K 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 @1CoastalJournal 2025-10-15T13:44Z 16.6K followers, 264.9K engagements

"The 10-Qs from $JEF -XX% (last month) $BX -XX% ( last X weeks) $WAL -X% today. Jefferies' filing flags $XXX billion in repo financing up XX% QoQ collateralized by. guess what ABS including Tricolor auto pools. Footnote XX says they've got $XXX billion in leveraged lending to alternative investment firms-Blackstone's in there named. $WAL Their 10-Q shows $XXX million in repo lines to broker-dealers-like Jefferies-and a sneaky line: securities financing transactions tied to subprime auto. Blackstone's NAV compression Up XX% in mark-to-market haircuts on the same crap. Double leverage"
X Link @1CoastalJournal 2025-10-08T21:29Z 16.3K followers, 7550 engagements

"$VIX trading right 645K options (top XX overall between indexs & individual stocks) with XX% callsmassive hedge flow. At $XX $150M in premiums = billions notional. Institutions are loading vol protection signaling 📈 fear of market shock while volatility remains cheap"
X Link @1CoastalJournal 2025-10-08T20:52Z 16.2K followers, 1571 engagements

"🚨BANK NEWS: FED IS 🖨💵 Feds repo & discount window usage just surged $10+ Billion in repos/ discount window. Liquidity stress is⚠ $JEF: $715M tied to First Brands $WAL: leveraged exposure via Jefferies facility Watch: $JNK / $HYG ⚠"
X Link @1CoastalJournal 2025-10-09T22:17Z 16.6K followers, 18.9K engagements

"Stocks are 📈 full of billion-dollar headlines & trillion-dollar ambitions. But beneath the surface lies a financial architecture made of promises warrants & recycled capital. The AMDOpenAI deal is the latest addition to the House of Cards. Link:"
X Link @1CoastalJournal 2025-10-06T18:26Z 16.1K followers, 1309 engagements

"@Protoplasmology Full report here;"
X Link @1CoastalJournal 2025-10-16T17:28Z 16.6K followers, XXX engagements

"@FirstSquawk Wheres the cash $ASML why are AR rising 2x cash"
X Link @1CoastalJournal 2025-10-15T15:31Z 16.4K followers, XXX engagements