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# ![@1CoastalJournal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1666536805955702793.png) @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.

### Engagements: XXXXXX [#](/creator/twitter::1666536805955702793/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +32%
- X Months XXXXXXXXX +39%
- X Year XXXXXXXXXX +49%

### Mentions: XX [#](/creator/twitter::1666536805955702793/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +13%
- X Months XXXXX +103%
- X Year XXXXX +38%

### Followers: XXXXXX [#](/creator/twitter::1666536805955702793/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:followers.svg)

- X Week XXXXXX +1.10%
- X Month XXXXXX +8.60%
- X Months XXXXXX +38%
- X Year XXXXXX +100%

### CreatorRank: XXXXXXX [#](/creator/twitter::1666536805955702793/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666536805955702793/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [products](/list/products)  XXXX% [gaming](/list/gaming)  XXXX%

**Social topic influence**
[ai](/topic/ai) 7.76%, [liquidity](/topic/liquidity) #245, [$nflx](/topic/$nflx) #231, [flow](/topic/flow) #933, [$orcl](/topic/$orcl) #16, [stocks](/topic/stocks) 4.31%, [threshold](/topic/threshold) #122, [cash flow](/topic/cash-flow) #24, [$100b](/topic/$100b) #12, [$8b](/topic/$8b) #3

**Top accounts mentioned or mentioned by**
[@cfpstrategist4u](/creator/undefined) [@analystsacademy](/creator/undefined) [@dmdtos69](/creator/undefined) [@reelekool](/creator/undefined) [@grok](/creator/undefined) [@michaeljburry](/creator/undefined) [@chesternchloe4](/creator/undefined) [@bobbydo01596102](/creator/undefined) [@ces921](/creator/undefined) [@grokuhpeediuh](/creator/undefined) [@alldaystocks](/creator/undefined) [@ksherman1818](/creator/undefined) [@kshaughnessy2](/creator/undefined) [@david_a_thigpen](/creator/undefined) [@discountedbtc](/creator/undefined) [@birddog267701](/creator/undefined) [@dryfly_whodat](/creator/undefined) [@btcitadelxxl](/creator/undefined) [@gregcrennan](/creator/undefined) [@yieldsearcher](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Texas Instruments (TXN)](/topic/$txn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [M&T Bank Corporation (MTB)](/topic/$mtb) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Lincoln National Corporation (LNC)](/topic/$lnc) [Unum Group (UNM)](/topic/$unm) [Principal Financial Group Inc (PFG)](/topic/$pfg) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [ParaSwap (PSP)](/topic/$psp) [Walrus (WAL)](/topic/$wal) [Banc of California, Inc. (BANC)](/topic/$banc) [Epic Ballad Coin (EBC)](/topic/$ebc) [Valley National Bancorp (VLY)](/topic/$vly)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/1CoastalJournal/status/1995861484711412221)  2025-12-02T14:23Z 18.6K followers, 93.8K 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](https://x.com/1CoastalJournal/status/1996327934177706041)  2025-12-03T21:17Z 18.6K followers, 4844 engagements


"$meta -XX% $msft -XX% $Amzn -X% Can you hear us knocking now @GregCrennan โš : 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 ๐Ÿ’ต"  
[X Link](https://x.com/1CoastalJournal/status/1996330287673057575)  2025-12-03T21:26Z 18.6K followers, 6346 engagements


"Were going to have a follow-up to The Big One With the Oracle of Liquidity providing you with the risk matrix of the banks that are exposed & to be in the look out for"  
[X Link](https://x.com/1CoastalJournal/status/1996841706655039753)  2025-12-05T07:18Z 18.6K followers, 2904 engagements


"@yieldsearcher $Dxy bottomed on Sep XX Full details here :"  
[X Link](https://x.com/1CoastalJournal/status/1995337462475055563)  2025-12-01T03:41Z 18.6K followers, XXX engagements


"@Globalflows $Dxy bottomed on Sep XX Full details here :"  
[X Link](https://x.com/1CoastalJournal/status/1995337504669807012)  2025-12-01T03:41Z 18.6K followers, XXX engagements


"Are We in an AI ๐Ÿซง Everyone sees the hype few see the numbers behind it. GPU Rental prices ๐Ÿ“‰ Model training costs ๐Ÿ“‰ -XX% Capex ๐Ÿ“ˆ 4080% YoY Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:"  
[X Link](https://x.com/1CoastalJournal/status/1995324745504718871)  2025-12-01T02:51Z 18.6K followers, 31K engagements


"โš WALL ST LIQUIDITY CRISIS ๐ŸšจSRF 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](https://x.com/1CoastalJournal/status/1995858228635439482)  2025-12-02T14:10Z 18.6K followers, 75.7K engagements


"AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words not earnings but on HFV Key ๐Ÿšฉ: XX% of GAAP profit = one-time gain Wheres the cash ๐Ÿ’ต DSO up XX% (Actual Enron Video on HFV) Full Report:"  
[X Link](https://x.com/1CoastalJournal/status/1996000475712557087)  2025-12-02T23:36Z 18.6K followers, 17.9K engagements


"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007353657676235)  2025-12-05T18:17Z 18.6K followers, 5335 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](https://x.com/1CoastalJournal/status/1985434582347575336)  2025-11-03T19:51Z 18.5K followers, 11.3K 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](https://x.com/1CoastalJournal/status/1989014950061437280)  2025-11-13T16:58Z 18.5K followers, 30.5K engagements


"$SMCI is down -XX% since our report X month ago. $AMD -XX% ๐Ÿง๐Ÿง"  
[X Link](https://x.com/1CoastalJournal/status/1996339422678380828)  2025-12-03T22:03Z 18.5K followers, 2524 engagements


"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the ๐ŸŒท Shiller PE XX Repo ๐Ÿ“ˆ $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone ๐Ÿคณ:"  
[X Link](https://x.com/1CoastalJournal/status/1996703744852217918)  2025-12-04T22:10Z 18.5K followers, 6925 engagements


"@saltydocEM Inflation tomorrow"  
[X Link](https://x.com/1CoastalJournal/status/1996706914793935082)  2025-12-04T22:23Z 18.5K followers, 1045 engagements


"๐ŸšจFED DISCOUNT WINDOW ๐Ÿ“ˆ The discount window reached its highest point of the year amounting to $XXX billion. The surge at the DW follows a very eerily similar path of Dec 2022 before SVB went to $XXXX on March XX 2023. Full report:"  
[X Link](https://x.com/1CoastalJournal/status/1996735483473527198)  2025-12-05T00:16Z 18.5K followers, 2427 engagements


"@JoshDenofNerds"  
[X Link](https://x.com/1CoastalJournal/status/1996794748888404366)  2025-12-05T04:12Z 18.5K followers, 1229 engagements


"Were going to have a follow-up to The Big One With the Oracle of Liquidity providing you with the risk matrix of the banks that are exposed & to be in the look out for"  
[X Link](https://x.com/1CoastalJournal/status/1996842454667120988)  2025-12-05T07:21Z 18.6K followers, 1931 engagements


"Private Credit is ๐Ÿ“‰ -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](https://x.com/1CoastalJournal/status/1991236254826914264)  2025-11-19T20:04Z 18.6K followers, 7162 engagements


"๐ŸšจWALL ST CRISIS MBS repo just ๐Ÿ“ˆ to 2019-crisis levels. Banks are dumping MBS for overnight ๐Ÿ’ต Thats not normalthats collateral failing. And when your collateral is already packed with unrealized losses collateral stress = solvency risk. This is the โš  shot"  
[X Link](https://x.com/1CoastalJournal/status/1995906617167290494)  2025-12-02T17:23Z 18.5K followers, 39.2K engagements


"Data: Sept XX is the real moment this story begins. On that day SOFRan interest rate so central to global finance that it behaves like the heartbeat of the entire systemsuddenly surged far above the Federal Reserves target range. (shown below) Link:"  
[X Link](https://x.com/1CoastalJournal/status/1996717048379199606)  2025-12-04T23:03Z 18.6K followers, XXX engagements


"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007201987448912)  2025-12-05T18:16Z 18.5K followers, 1189 engagements


"@Lee_Lichterman $NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007316219318350)  2025-12-05T18:17Z 18.6K followers, XXX engagements


"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997007385840570827)  2025-12-05T18:17Z 18.5K followers, XXX engagements


"Not aging well for all Ross $NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"  
[X Link](https://x.com/1CoastalJournal/status/1997008277801259243)  2025-12-05T18:20Z 18.6K followers, 1764 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](https://x.com/1CoastalJournal/status/1978826923372339664)  2025-10-16T14:14Z 18.6K followers, 487.4K engagements


"$NFLX Earnings Get Slashed Exposes slowing growth & margin compression; a XX multiple Net income XXXX% q/q EPS XXXX% q/q $TXN Growth Never Came. Is this the beginning of the horror movie for AI stocks Get the full Q3 report:"  
[X Link](https://x.com/1CoastalJournal/status/1980752849241010245)  2025-10-21T21:47Z 18.6K followers, 20.9K engagements


"$NVDA Earnings: Blackmagic Surging inventory XX% is demand really off the charts AR balloons +45% Declining Cash Flow Wheres the cash from the Insanedemand Did $Orcl or $Meta not get their SPV funding ๐Ÿšจ Full forensic breakdown:"  
[X Link](https://x.com/1CoastalJournal/status/1991288942461870288)  2025-11-19T23:34Z 18.6K followers, 486.7K engagements


"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the ๐ŸŒท Shiller PE XX Repo ๐Ÿ“ˆ $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone ๐Ÿคณ:"  
[X Link](https://x.com/1CoastalJournal/status/1996701371777859845)  2025-12-04T22:01Z 18.6K followers, 19.3K engagements


"In October Powell stated the reasons behind cutting interest rates and ending QE emphasizing that Signs have CLEARLY EMERGED. If inflation is still above X% & unemployment rate is under X% What has Clearly emerged Link:"  
[X Link](https://x.com/1CoastalJournal/status/1996720524790321181)  2025-12-04T23:17Z 18.6K followers, XXX 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](https://x.com/1CoastalJournal/status/1998036143875756281)  2025-12-08T14:25Z 18.6K followers, 1843 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](https://x.com/1CoastalJournal/status/1998036455957074402)  2025-12-08T14:26Z 18.6K followers, 1993 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +32%
  • X Months XXXXXXXXX +39%
  • X Year XXXXXXXXXX +49%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX +13%
  • X Months XXXXX +103%
  • X Year XXXXX +38%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +1.10%
  • X Month XXXXXX +8.60%
  • X Months XXXXXX +38%
  • X Year XXXXXX +100%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% products XXXX% gaming XXXX%

Social topic influence ai 7.76%, liquidity #245, $nflx #231, flow #933, $orcl #16, stocks 4.31%, threshold #122, cash flow #24, $100b #12, $8b #3

Top accounts mentioned or mentioned by @cfpstrategist4u @analystsacademy @dmdtos69 @reelekool @grok @michaeljburry @chesternchloe4 @bobbydo01596102 @ces921 @grokuhpeediuh @alldaystocks @ksherman1818 @kshaughnessy2 @david_a_thigpen @discountedbtc @birddog267701 @dryfly_whodat @btcitadelxxl @gregcrennan @yieldsearcher

Top assets mentioned Netflix Inc (NFLX) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Metadium (META) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Texas Instruments (TXN) Super Micro Computer, Inc. Common Stock (SMCI) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Marvell Technology Inc (MRVL) 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) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) ParaSwap (PSP) Walrus (WAL) Banc of California, Inc. (BANC) Epic Ballad Coin (EBC) Valley National Bancorp (VLY)

Top Social Posts

Top posts by engagements in the last XX hours

"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, 93.8K 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, 4844 engagements

"$meta -XX% $msft -XX% $Amzn -X% Can you hear us knocking now @GregCrennan โš : 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 ๐Ÿ’ต"
X Link 2025-12-03T21:26Z 18.6K followers, 6346 engagements

"Were going to have a follow-up to The Big One With the Oracle of Liquidity providing you with the risk matrix of the banks that are exposed & to be in the look out for"
X Link 2025-12-05T07:18Z 18.6K followers, 2904 engagements

"@yieldsearcher $Dxy bottomed on Sep XX Full details here :"
X Link 2025-12-01T03:41Z 18.6K followers, XXX engagements

"@Globalflows $Dxy bottomed on Sep XX Full details here :"
X Link 2025-12-01T03:41Z 18.6K followers, XXX engagements

"Are We in an AI ๐Ÿซง Everyone sees the hype few see the numbers behind it. GPU Rental prices ๐Ÿ“‰ Model training costs ๐Ÿ“‰ -XX% Capex ๐Ÿ“ˆ 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, 31K engagements

"โš WALL ST LIQUIDITY CRISIS ๐ŸšจSRF 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, 75.7K engagements

"AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words not earnings but on HFV Key ๐Ÿšฉ: XX% of GAAP profit = one-time gain Wheres the cash ๐Ÿ’ต DSO up XX% (Actual Enron Video on HFV) Full Report:"
X Link 2025-12-02T23:36Z 18.6K followers, 17.9K engagements

"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"
X Link 2025-12-05T18:17Z 18.6K followers, 5335 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 18.5K followers, 11.3K 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 18.5K followers, 30.5K engagements

"$SMCI is down -XX% since our report X month ago. $AMD -XX% ๐Ÿง๐Ÿง"
X Link 2025-12-03T22:03Z 18.5K followers, 2524 engagements

"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the ๐ŸŒท Shiller PE XX Repo ๐Ÿ“ˆ $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone ๐Ÿคณ:"
X Link 2025-12-04T22:10Z 18.5K followers, 6925 engagements

"@saltydocEM Inflation tomorrow"
X Link 2025-12-04T22:23Z 18.5K followers, 1045 engagements

"๐ŸšจFED DISCOUNT WINDOW ๐Ÿ“ˆ The discount window reached its highest point of the year amounting to $XXX billion. The surge at the DW follows a very eerily similar path of Dec 2022 before SVB went to $XXXX on March XX 2023. Full report:"
X Link 2025-12-05T00:16Z 18.5K followers, 2427 engagements

"@JoshDenofNerds"
X Link 2025-12-05T04:12Z 18.5K followers, 1229 engagements

"Were going to have a follow-up to The Big One With the Oracle of Liquidity providing you with the risk matrix of the banks that are exposed & to be in the look out for"
X Link 2025-12-05T07:21Z 18.6K followers, 1931 engagements

"Private Credit is ๐Ÿ“‰ -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, 7162 engagements

"๐ŸšจWALL ST CRISIS MBS repo just ๐Ÿ“ˆ to 2019-crisis levels. Banks are dumping MBS for overnight ๐Ÿ’ต Thats not normalthats collateral failing. And when your collateral is already packed with unrealized losses collateral stress = solvency risk. This is the โš  shot"
X Link 2025-12-02T17:23Z 18.5K followers, 39.2K engagements

"Data: Sept XX is the real moment this story begins. On that day SOFRan interest rate so central to global finance that it behaves like the heartbeat of the entire systemsuddenly surged far above the Federal Reserves target range. (shown below) Link:"
X Link 2025-12-04T23:03Z 18.6K followers, XXX engagements

"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"
X Link 2025-12-05T18:16Z 18.5K followers, 1189 engagements

"@Lee_Lichterman $NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"
X Link 2025-12-05T18:17Z 18.6K followers, XXX engagements

"$NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"
X Link 2025-12-05T18:17Z 18.5K followers, XXX engagements

"Not aging well for all Ross $NFLX -XX% ๐Ÿ“‰since our report breaking down their slow growth and over valuation. Still has a PE of XX. The damage doesnt stop at the threshold. Operating income falls -14%. Net income drops -18.5%. EPS sinks -18.4%. Link:"
X Link 2025-12-05T18:20Z 18.6K followers, 1764 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, 487.4K engagements

"$NFLX Earnings Get Slashed Exposes slowing growth & margin compression; a XX multiple Net income XXXX% q/q EPS XXXX% q/q $TXN Growth Never Came. Is this the beginning of the horror movie for AI stocks Get the full Q3 report:"
X Link 2025-10-21T21:47Z 18.6K followers, 20.9K engagements

"$NVDA Earnings: Blackmagic Surging inventory XX% is demand really off the charts AR balloons +45% Declining Cash Flow Wheres the cash from the Insanedemand Did $Orcl or $Meta not get their SPV funding ๐Ÿšจ Full forensic breakdown:"
X Link 2025-11-19T23:34Z 18.6K followers, 486.7K engagements

"THE BIG ONE Repeat the Insanity Till the next one blows but that will be the tipping point like the ๐ŸŒท Shiller PE XX Repo ๐Ÿ“ˆ $100B+ per month Discount Window +$8B this week $250B+ since the summer Markets running on liquidity alone ๐Ÿคณ:"
X Link 2025-12-04T22:01Z 18.6K followers, 19.3K engagements

"In October Powell stated the reasons behind cutting interest rates and ending QE emphasizing that Signs have CLEARLY EMERGED. If inflation is still above X% & unemployment rate is under X% What has Clearly emerged Link:"
X Link 2025-12-04T23:17Z 18.6K followers, XXX 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, 1843 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, 1993 engagements

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