# ![@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: [-----] [#](/creator/twitter::1666536805955702793/interactions)
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- [--] Week [-------] +122%
- [--] Month [-------] -11%
- [--] Months [---------] -12%
- [--] Year [----------] +23%

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

- [--] Week [--] -34%
- [--] Month [---] -86%
- [--] Months [-----] +364%
- [--] Year [-----] +184%

### Followers: [------] [#](/creator/twitter::1666536805955702793/followers)
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- [--] Week [------] -0.04%
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- [--] Months [------] +27%
- [--] Year [------] +96%

### CreatorRank: [-------] [#](/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)  62.84% [stocks](/list/stocks)  53.38% [technology brands](/list/technology-brands)  27.7% [financial services](/list/financial-services)  8.78% [cryptocurrencies](/list/cryptocurrencies)  8.78% [automotive brands](/list/automotive-brands)  5.41% [countries](/list/countries)  4.05% [exchanges](/list/exchanges)  #3217 [musicians](/list/musicians)  1.35% [travel destinations](/list/travel-destinations)  0.68%

**Social topic influence**
[liquidity](/topic/liquidity) #3030, [ai](/topic/ai) 12.84%, [accounting](/topic/accounting) #688, [stocks](/topic/stocks) 10.81%, [crypto](/topic/crypto) #4505, [$nvda](/topic/$nvda) #1996, [link](/topic/link) #2820, [debt](/topic/debt) 8.11%, [$meta](/topic/$meta) #761, [inflation](/topic/inflation) 6.08%

**Top accounts mentioned or mentioned by**
[@truthtaz](/creator/undefined) [@gregcrennan](/creator/undefined) [@headrushcapital](/creator/undefined) [@blsgov](/creator/undefined) [@hedgiemarkets](/creator/undefined) [@fdicgov](/creator/undefined) [@cyqotek](/creator/undefined) [@arcadiaeconomic](/creator/undefined) [@michaeljburry](/creator/undefined) [@donmiami3](/creator/undefined) [@kshaughnessy2](/creator/undefined) [@moodysratings](/creator/undefined) [@commonsenseplay](/creator/undefined) [@grantcardone](/creator/undefined) [@senlummis](/creator/undefined) [@tyler](/creator/undefined) [@cameron](/creator/undefined) [@jackmallers](/creator/undefined) [@apompliano](/creator/undefined) [@fundstrat](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [JPMorgan Chase (JPM)](/topic/$jpm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [Wells Fargo & Co (WFC)](/topic/$wfc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Banc of California, Inc. (BANC)](/topic/$banc) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Basis Cash (BAC)](/topic/$bac) [Microsoft Corp. (MSFT)](/topic/$msft) [GammaSwap (GS)](/topic/$gs) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Barclays PLC (BCS)](/topic/$bcs) [Mario Coin (COIN)](/topic/$coin) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [CoreWeave, Inc (CRWV)](/topic/$crwv) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Oracle Corporation (ORCL)](/topic/$orcl) [Walrus (WAL)](/topic/$wal) [Valley National Bancorp (VLY)](/topic/$vly) [Coinbase Global Inc. (COIN)](/topic/coinbase) [RAI Finance (SOFI)](/topic/$sofi) [Bank of America (BAC)](/topic/bank-of-america) [Comerica, Inc. (CMA)](/topic/$cma) [Goldman Sachs (GS)](/topic/goldman-sachs) [Citigroup Inc (C)](/topic/citigroup)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/1CoastalJournal/status/2021803412120281245)  2026-02-12T04:27Z 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](https://x.com/1CoastalJournal/status/1985434582347575336)  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](https://x.com/1CoastalJournal/status/2014487839023768050)  2026-01-22T23:58Z 19.3K followers, 14.3K engagements


"🚨BREAKING: $NVDA BAILS OUT $CRWV Nvidia purchased CoreWeave Class A common stock at $87.20 per share according to a press release today. The share price is a discount from Fridays closing price of $92.98. $CRWV Accounting Tricks Reloaded How this stock revived dot-com-era finance illusions. SPE-style partnerships hiding leverage Early revenue recognition + 109-day DSO 📈 receivables & vendor financing Stock -15% TODAY Full breakdown 👇 https://t.co/nI7Qt6RbAk https://t.co/s1mduMjEzp $CRWV Accounting Tricks Reloaded How this stock revived dot-com-era finance illusions. SPE-style partnerships"  
[X Link](https://x.com/1CoastalJournal/status/2015793135922868293)  2026-01-26T14:25Z 19.3K followers, [----] engagements


"The Banks all BEAT earnings on the headlines but the $XLF is the worst performing $SPY YTD -3.5% Headlines dont = Stock price 📈 Forensic accounting is what separates investors vs. Speculators Bank earnings are a ⚠ sign @GregCrennan modeled the real value of bank stocks & the 📉 is real up to 20%+ from here on a simple multiple reset. We also tracked which banks are leaning hardest on repo market Link: https://t.co/cw7YvwkIa2 $JPM $C $BAC $WFC https://t.co/vDxtfLWYIP Bank earnings are a ⚠ sign @GregCrennan modeled the real value of bank stocks & the 📉 is real up to 20%+ from here on a simple"  
[X Link](https://x.com/1CoastalJournal/status/2015840389446697288)  2026-01-26T17:32Z 19.3K followers, [----] engagements


"🚨 Apollos 100% Loss Apollo just took a total loss on a "protected" loan The Trigger: Fraud at Tricolor & First Brands 📉 The Hit: Collateral $0.00 proving "safe" assets aren't always secure. The Fallout: A massive wake-up call for PE due diligence. When withdrawals rise and one of the cleanest public proxies Blackrock just printed a 19% NAV hit in a single quarter its a warning that losses in private credit can show up in chunks right when investors want liquidity most. Link: https://t.co/nfdEHgeVnJ https://t.co/kE6yX4I1Nx When withdrawals rise and one of the cleanest public proxies"  
[X Link](https://x.com/1CoastalJournal/status/2015876473404719338)  2026-01-26T19:56Z 19.3K followers, [----] 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](https://x.com/1CoastalJournal/status/2016306063394709712)  2026-01-28T00:23Z 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](https://x.com/1CoastalJournal/status/2016514848230924320)  2026-01-28T14:12Z 19.3K followers, [----] engagements


"The saying a picture says a thousand words is never more accurate than in the image below. #Silver #FOMC"  
[X Link](https://x.com/1CoastalJournal/status/2016601654418952289)  2026-01-28T19:57Z 19.3K followers, [----] engagements


"Gold soars on news that the US stock market is held up on Enron Accounting Tricks & fraud. Stocks may not crash but they arent keeping up with shiny pet rocks Gold and Silver Link: https://open.substack.com/pub/coastaljournal/p/higher-valuations-higher-problemsr=18thb9&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/coastaljournal/p/higher-valuations-higher-problemsr=18thb9&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/1CoastalJournal/status/2016711245509120285)  2026-01-29T03:13Z 19.3K followers, [----] engagements


"Oracle is down 📉 -50% since we flagged them in Sept $ORCL normal activity during Booming markets $ORCL Earnings MISS Stock 🚀 ⚠ EPS 2% to $1.01 📉 Software revenue 12% 📉 Free cash flow NEGATIVE $5.9B 📊 Revenue Issues Want the full breakdown on negative cash flow & future promises Get it here: https://t.co/jsEYw7CMPn https://t.co/Yg5NlYoyjm $ORCL Earnings MISS Stock 🚀 ⚠ EPS 2% to $1.01 📉 Software revenue 12% 📉 Free cash flow NEGATIVE $5.9B 📊 Revenue Issues Want the full breakdown on negative cash flow & future promises Get it here: https://t.co/jsEYw7CMPn https://t.co/Yg5NlYoyjm"  
[X Link](https://x.com/1CoastalJournal/status/2016960481496617032)  2026-01-29T19:43Z 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](https://x.com/1CoastalJournal/status/2016977748225556806)  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](https://x.com/1CoastalJournal/status/2018186088515592325)  2026-02-02T04:53Z 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](https://x.com/1CoastalJournal/status/2018497575339413557)  2026-02-03T01:31Z 19.3K followers, 12.2K 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](https://x.com/1CoastalJournal/status/2018822071535735104)  2026-02-03T23:01Z 19.3K followers, [----] engagements


"The stock market is priced like a real 💎 but as we get more data the more everyone will realize its FUGAZI 🤌🏼 Link: https://open.substack.com/pub/coastaljournal/p/amd-the-fugazi-earnings-and-bluer=18thb9&utm_medium=ios https://open.substack.com/pub/coastaljournal/p/amd-the-fugazi-earnings-and-bluer=18thb9&utm_medium=ios"  
[X Link](https://x.com/1CoastalJournal/status/2018852243152466137)  2026-02-04T01:00Z 19.3K followers, [---] engagements


"Don the jeweler doesnt need a lab report; one look tells him the stone is Fugazi. Same here: a serious accountant scans the adjusted beat traces it through the GAAP-to-non-GAAP bridge and calls it in seconds Its fugazi a fake 🤌🏼 💎 $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"  
[X Link](https://x.com/1CoastalJournal/status/2018900516189978763)  2026-02-04T04:12Z 19.3K followers, [----] engagements


"Since $GOOG reports today and $AMZN reports tomorrow we will have the earnings analysis for both companies out tomorrow. We appreciate you being part of the team. We continue to provide you with the best analysis so that you can avoid Wall Street pump & dumps"  
[X Link](https://x.com/1CoastalJournal/status/2019127237111582781)  2026-02-04T19:13Z 19.3K followers, [----] engagements


"The Crypto market cap has almost crashed by -50% since 👀 [----] vs. [----] The data is eerily similar GDP +3.8% = mirage Imports Crashed 📉 29.3% this lead to +4.8 📈 GDP headline Inventories 📉3.4 Tariff📈 + Demand 📉 = Headline Puff Full details: https://t.co/7RVfpEGuaO https://t.co/XpnJSCM2sU [----] vs. [----] The data is eerily similar GDP +3.8% = mirage Imports Crashed 📉 29.3% this lead to +4.8 📈 GDP headline Inventories 📉3.4 Tariff📈 + Demand 📉 = Headline Puff Full details: https://t.co/7RVfpEGuaO https://t.co/XpnJSCM2sU"  
[X Link](https://x.com/1CoastalJournal/status/2019253807428124902)  2026-02-05T03:36Z 19.3K followers, [----] engagements


"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://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](https://x.com/1CoastalJournal/status/2019403040797921699)  2026-02-05T13:29Z 19.3K followers, [----] engagements


"$COIN itself notes that in times of instability it may not be able to sell crypto assets held for operations at reasonable prices or at all and that these crypto assets are less liquid than cash and may not serve as a source of liquidity to the same extent. 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 🏦"  
[X Link](https://x.com/1CoastalJournal/status/2019405813241245825)  2026-02-05T13:40Z 19.3K followers, [----] engagements


"Never forget The entire thing was a Ponzi Scheme #CryptoMarket Experiment have fun with it play with it buy some meme coins What stage of the cycle #crypto 🫧 https://t.co/yIUxLQGJPl Experiment have fun with it play with it buy some meme coins What stage of the cycle #crypto 🫧 https://t.co/yIUxLQGJPl"  
[X Link](https://x.com/1CoastalJournal/status/2019450662237450346)  2026-02-05T16:38Z 19.3K followers, [----] engagements


"$BTC spot price is around $66000. Average all-in mining cost estimates: - $87000 TO $96000 (MacroMicro based on electricity + issuance data) This puts most miners operating at a loss with no profitability and hashrate adjusting 📉. 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"  
[X Link](https://x.com/1CoastalJournal/status/2019497955280163101)  2026-02-05T19:46Z 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](https://x.com/1CoastalJournal/status/2019603623681151424)  2026-02-06T02:46Z 19.3K followers, [----] engagements


"@HeadrushCapital @GrantCardone @SenLummis @tyler @cameron @jackmallers @APompliano @fundstrat Damnnnnn"  
[X Link](https://x.com/1CoastalJournal/status/2019623038992675293)  2026-02-06T04:03Z 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](https://x.com/1CoastalJournal/status/2019628620042629240)  2026-02-06T04:26Z 19.3K followers, [----] engagements


"As we conclude the tech earnings seasons minus $NVDA we will have a tech earnings wrap-up. This will go beyond just accounting for what valuation become good risk-reward for long-term ownership 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://t.co/pVQZ3ORlnT https://t.co/Q3I9Shmr5n 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"  
[X Link](https://x.com/1CoastalJournal/status/2019636129952330228)  2026-02-06T04:55Z 19.3K followers, [----] engagements


"This past week has been incredible Before AI earnings started we gave the Team ⚠ risk of owning theses stocks at their current valuation $AMD $PLTR $MSFT $AMZN & broke down the options plays that help them make incredible 💵 That got us into the Top [--] in finance Thank you🫡"  
[X Link](https://x.com/1CoastalJournal/status/2019794032373711269)  2026-02-06T15:23Z 19.3K followers, [----] engagements


"@TruthTaz @MacroEdgeRes @business Bear markets are known for furious short term rallies to screw over retail who try and short the market short term"  
[X Link](https://x.com/1CoastalJournal/status/2019831926828482919)  2026-02-06T17:53Z 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](https://x.com/1CoastalJournal/status/2020572282616418609)  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](https://x.com/1CoastalJournal/status/2020587017537773985)  2026-02-08T19:54Z 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](https://x.com/1CoastalJournal/status/2021758292759020018)  2026-02-12T01:28Z 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](https://x.com/1CoastalJournal/status/2022033062201303423)  2026-02-12T19:40Z 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 Incurious crickets eh @cnbc @wsj @Bloomberg @FT https://open.substack.com/pub/coastaljournal/p/michael-burrys-ai-depreciation-warningr=18thb9&utm_medium=ios Incurious crickets eh @cnbc @wsj @Bloomberg @FT"  
[X Link](https://x.com/1CoastalJournal/status/2022098117555028474)  2026-02-12T23:58Z 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](https://x.com/1CoastalJournal/status/2018494487723384959)  2026-02-03T01:19Z 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 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](https://x.com/1CoastalJournal/status/2018702986344620393)  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](https://x.com/1CoastalJournal/status/2018703268751249649)  2026-02-03T15:08Z 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](https://x.com/1CoastalJournal/status/2019053756357222643)  2026-02-04T14:21Z 19.3K followers, [----] engagements


"Crypto and Ponzi schemes are getting 💀"  
[X Link](https://x.com/1CoastalJournal/status/2019625084177248405)  2026-02-06T04:11Z 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](https://x.com/1CoastalJournal/status/2021319754024370246)  2026-02-10T20:25Z 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](https://x.com/1CoastalJournal/status/2021484104810889309)  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](https://x.com/1CoastalJournal/status/2021631868563780031)  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](https://x.com/1CoastalJournal/status/2021635894365794591)  2026-02-11T17:22Z 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](https://x.com/1CoastalJournal/status/2021668565288727035)  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](https://x.com/1CoastalJournal/status/2021668748353319080)  2026-02-11T19:32Z 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](https://x.com/1CoastalJournal/status/2021668792875856153)  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](https://x.com/1CoastalJournal/status/2021671287576576119)  2026-02-11T19:42Z 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](https://x.com/1CoastalJournal/status/2021671443906589071)  2026-02-11T19:43Z 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](https://x.com/1CoastalJournal/status/2021681411548492278)  2026-02-11T20:23Z 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](https://x.com/1CoastalJournal/status/2021806287911329996)  2026-02-12T04:39Z 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](https://x.com/1CoastalJournal/status/2022010647370989953)  2026-02-12T18:11Z 19.3K followers, [----] engagements


"Its really is incredible what happens to stocks when the Fed turns off the 💵🖨"  
[X Link](https://x.com/1CoastalJournal/status/2022040510068879866)  2026-02-12T20:09Z 19.3K followers, [----] engagements


"@DonMiami3 Now run that same analysis when your in a bear market though"  
[X Link](https://x.com/1CoastalJournal/status/2022152902681538860)  2026-02-13T03:36Z 19.3K followers, [--] engagements


"@kshaughnessy2 More fugazi"  
[X Link](https://x.com/1CoastalJournal/status/2021066193218699466)  2026-02-10T03:38Z 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](https://x.com/1CoastalJournal/status/2022087749436944741)  2026-02-12T23:17Z 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](https://x.com/1CoastalJournal/status/2019144600313819573)  2026-02-04T20:22Z 19.3K followers, [----] engagements


"The Nasdaq value hasnt changed in [--] months even Buffett Tbills are outperforming the high powered AI index"  
[X Link](https://x.com/1CoastalJournal/status/2021360548265460175)  2026-02-10T23:08Z 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](https://x.com/1CoastalJournal/status/2022087710429831342)  2026-02-12T23:17Z 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](https://x.com/anyuser/status/1801352807498584581)  2024-06-13T20:35Z 19.3K followers, 72.5K 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](https://x.com/anyuser/status/1820261803043258754)  2024-08-05T00:53Z 19.3K followers, 224.3K 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](https://x.com/anyuser/status/1833358705485820212)  2024-09-10T04:15Z 19.3K followers, 146.8K 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](https://x.com/anyuser/status/1841205464287363569)  2024-10-01T19:56Z 19.3K followers, 52.5K 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](https://x.com/anyuser/status/1859352585683206265)  2024-11-20T21:46Z 19.3K followers, 240.7K 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](https://x.com/anyuser/status/1945183171496022047)  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](https://x.com/anyuser/status/1978826923372339664)  2025-10-16T14:14Z 19.3K followers, 489.3K 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](https://x.com/1CoastalJournal/status/2018816125795246119)  2026-02-03T22:37Z 19.3K followers, 69.6K 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](https://x.com/1CoastalJournal/status/2019139449570173140)  2026-02-04T20:02Z 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](https://x.com/1CoastalJournal/status/2022002606869295428)  2026-02-12T17:39Z 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](https://x.com/1CoastalJournal/status/2022014521209246035)  2026-02-12T18:26Z 19.3K followers, 35.7K 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](https://x.com/1CoastalJournal/status/2022076484878577898)  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](https://x.com/1CoastalJournal/status/2022077082000667049)  2026-02-12T22:35Z 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](https://x.com/1CoastalJournal/status/2022441617878323466)  2026-02-13T22:43Z 19.3K followers, [---] engagements


"🚨 $SMCI Q1 Revenue Impacted By Customer Wait For New NVIDIA Chip meaning Blackwell has not shipped When asked by an analyst when Blackwell revenue might show up Liang said that "we are asking Nvidia every day" and that the companies continue to work together closely"  
[X Link](https://x.com/1CoastalJournal/status/1853937821209571439)  2024-11-05T23:09Z 19.3K followers, 66.1K engagements


"EV battery makers are down on @POTUS EV stance ( Shares in battery makers in Asia including Panasonic SK Innovation and LG Energy Solution fell on Monday with the latter down -4%) But $TSLA who buys the batteries is up Trump pulls the plug on battery-makers EV dream https://t.co/Z2L5N3UGx5 opinion Trump pulls the plug on battery-makers EV dream https://t.co/Z2L5N3UGx5 opinion"  
[X Link](https://x.com/1CoastalJournal/status/1881686938543063331)  2025-01-21T12:55Z 19.3K followers, [----] engagements


"Another main story today is the 📉 in Health Care Insurance down -34% (doesnt make sense) but thanks to a NEW method by @BLS_gov Summary: It's not your premium they measure but health insurer PROFITS factoring in plan differences. Company profits dip causing the -34%. 🤡🌎 OCT CPI INFLATION 📈All Index 3.2% 📈Core 4% 📈Total 18% (since 2021) 🔘At 4% a year rate the Dollar 📉 -50% in purchasing power every [--] years. Currently on year [--] of [--] & ahead of schedule at -18% loss in purchasing power (reported). https://t.co/oGyx4eF7kv OCT CPI INFLATION 📈All Index 3.2% 📈Core 4% 📈Total 18% (since"  
[X Link](https://x.com/anyuser/status/1724524262181236804)  2023-11-14T20:26Z 19.3K followers, 149.7K engagements


"🚨BREAKING: The worlds largest AI chip maker is delaying its new Arizona plant as $TSM States weak demand for AI chips"  
[X Link](https://x.com/anyuser/status/1751291905294618831)  2024-01-27T17:11Z 19.3K followers, 105.1K engagements


"- REAL ESTATE TAKES A HIT: 📉 Pending Home Sales Drop by -4.9% - NEW LISTINGS SURGE: Largest Increase in [--] Years with a 13% Rise - SALES DECLINE: Down by -8% Defying Expectations of 1.5% Growth -PRICES 📉: Down about -9% from high"  
[X Link](https://x.com/anyuser/status/1763220727288012970)  2024-02-29T15:12Z 19.3K followers, 99.9K engagements


"🚨#Bank 🏃♂ in progress keep eyes on the following banks that are showing signs of immediate stress $SOFI $TFC $BANC $CFG $KEY $PNC $USB $KRE ⚠BANKS: 📉 - Inflation reports came in 🔥 - Indicates higher interest rates for longer duration 📈 - Puts pressure on banks due to inverted yield curve ✈🛩 - Difficulty in making 💵 for banks - Presence of toxic ☢assets on banks' books from bonds to loans https://t.co/PiA8ZRjcyq ⚠BANKS: 📉 - Inflation reports came in 🔥 - Indicates higher interest rates for longer duration 📈 - Puts pressure on banks due to inverted yield curve ✈🛩 - Difficulty in"  
[X Link](https://x.com/anyuser/status/1768331484895810011)  2024-03-14T17:40Z 19.3K followers, 79K engagements


"🚨BREAKING: BANK DOWNGRADES🚨 ** @SPGlobalRatings Downgrades [--] Major Regional Banks Due to High Exposures to CRE loans - @SPGlobalRatings lowers outlook on First Commonwealth M&T Bank Synovus Trustmark & Valley National Bancorp"  
[X Link](https://x.com/anyuser/status/1772807089825689712)  2024-03-27T02:05Z 19.3K followers, 40.7K engagements


"🚨BANKING CRISIS 🚨 Not only are regional banks continue their orderly selling BIG Banks are selling off drastically after a TERRIBLE Earnings report. #banks $JPM -5.5%"  
[X Link](https://x.com/anyuser/status/1778807898241667374)  2024-04-12T15:30Z 19.3K followers, 87.3K engagements


"🚨BANK EARNINGS 📉 Bank of America stock is down 5% today after reporting terrible earnings theyre profits -18% All banks continue their selling as earnings. Come in terrible. $bac"  
[X Link](https://x.com/anyuser/status/1780243937107812742)  2024-04-16T14:36Z 19.3K followers, 77.5K engagements


"🚨 Breaking News: Federal Reserve's Discount-Window loans surged to $8.56 billion up from $5.05 billion raising concerns about banking stability. Increased borrowing suggests deeper sector challenges. #bank crisis is just getting started"  
[X Link](https://x.com/anyuser/status/1781079272104296549)  2024-04-18T21:56Z 19.3K followers, 122.6K engagements


"Todays investing world has the shortest attention span in history & people fail to realize what lies ahead. As the PCE inflation report that comes out on Friday MoM is 📈&coming in .3% & .32% which is now an annualized rate of 3.6% a very far far distance from 2% target"  
[X Link](https://x.com/anyuser/status/1782571658764578975)  2024-04-23T00:46Z 19.3K followers, 33.1K engagements


"INFLATION ALERT ⚠ April CPI estimate rose from .37% YESTERDAY to .4% Inflation now running at an annualized rate of 4.8% 📈 further away from 2% Todays investing world has the shortest attention span in history & people fail to realize what lies ahead. As the PCE inflation report that comes out on Friday MoM is 📈&coming in .3% & .32% which is now an annualized rate of 3.6% a very far far distance from 2% target https://t.co/0KiRFQwK13 Todays investing world has the shortest attention span in history & people fail to realize what lies ahead. As the PCE inflation report that comes out on"  
[X Link](https://x.com/anyuser/status/1782781232113168709)  2024-04-23T14:39Z 19.3K followers, 44.2K engagements


"Why is the @BLS_gov removing the price of coffee from the inflation report Coffee is an important part of America prices almost as important as gas prices (we already exclude gas) and we are removing it from the CPI INFLATION REPORT H/t @DonMiami3"  
[X Link](https://x.com/anyuser/status/1789689114495013178)  2024-05-12T16:08Z 19.3K followers, 93.7K engagements


"$NVDA is using the same cheating method of #Enron all the details are below https://x.com/i/grok/share/4LzuBgEJoX99ZXT9NlyI3UUpO https://x.com/i/grok/share/4LzuBgEJoX99ZXT9NlyI3UUpO"  
[X Link](https://x.com/anyuser/status/1793411029675937961)  2024-05-22T22:38Z 19.3K followers, 373K engagements


"🚨BREAKING: CoreWeave a $NVDA backed company or SPE has just secured $7.5 Billion Debt Financing Facility led by Blackstone & Magnetar CoreWeave is $NVDA TOP CLIENT of Nvidia's chips On top of that the company is using Nvidia GPUs as collateral for the fresh debt financing. Such GPUs were used as collateral in a $2.3 billion debt round last year Reutersreported. $NVDA is using the same cheating method of #Enron all the details are below https://t.co/AqdEQxwGfZ $NVDA is using the same cheating method of #Enron all the details are below https://t.co/AqdEQxwGfZ"  
[X Link](https://x.com/anyuser/status/1793508927386345509)  2024-05-23T05:07Z 19.3K followers, 255.9K engagements


"Someone should find out more about how The CEO of Coreweave Michael Intrator who use to work at ENRON & help manipulate the fraud there is not doing almost the same identical thing with $NVDA as Coreweave which is backed by Nvidia is their #1 customer The fraud is incredible. $NVDA is using the same cheating method of #Enron all the details are below https://t.co/AqdEQxwGfZ $NVDA is using the same cheating method of #Enron all the details are below https://t.co/AqdEQxwGfZ"  
[X Link](https://x.com/anyuser/status/1793526238948327521)  2024-05-23T06:15Z 19.3K followers, 77.4K engagements


"🚨BANKS: 📉 While everyone was pumping $NVDA today the #banks were getting slaughtered"  
[X Link](https://x.com/anyuser/status/1793759831926714863)  2024-05-23T21:44Z 19.3K followers, 44.4K engagements


"🚨BANKS: UNDER PRESSURE 📉 Investors are worried that higher for longer rates & only a few more more months till the BTFP loans have to be paid back will cause issues for the banks as repo accounting tricks will end. $cma $banc"  
[X Link](https://x.com/anyuser/status/1797669306983158089)  2024-06-03T16:38Z 19.3K followers, 50.9K engagements


"🚨 Bank Crisis Intensifies: Troubled Lenders Surge to [--] in Q1 [----] - @FDICgov confidential Problem Bank List 📈 21% as distressed institutions investors fears of further failures that could trigger economic shockwaves the back half of the year. $BANC $CMA $VLY $NYCB"  
[X Link](https://x.com/anyuser/status/1798030380043497637)  2024-06-04T16:33Z 19.3K followers, 19.4K engagements


"🚨BREAKING: $NVDA DOJ investigation The Justice Department will look at whether Nvidia has violated antitrust laws The DOJ was also responsible investigated and prosecuted Enron. leading to convictions of key figures like CEO Jeffrey Skilling & founder Kenneth Lay"  
[X Link](https://x.com/anyuser/status/1798718294524072156)  2024-06-06T14:07Z 19.3K followers, 142.9K engagements


"🚨Banks: 🚨📉 First Common Wealth Bank $FCF -15% after hours No news at the moment"  
[X Link](https://x.com/anyuser/status/1800309123512455232)  2024-06-10T23:28Z 19.3K followers, 133.4K engagements


"🚨BREAKING: BANKS 📉 * @moodysratings Downgrades regionals - Moody's Downgrade Threatens [---] Regional Banks - $10 Billion to $100 Billion market cap banks at Risk Due to High Commercial Real Estate Exposure - **Analyst Ana Arsov Warns of Severe Financial Instability**"  
[X Link](https://x.com/anyuser/status/1800371773516779673)  2024-06-11T03:37Z 19.3K followers, 172.5K engagements


"⚠JUST IN: REGIONAL BANKS📉 PIMCO Warns of Looming Wave of US Regional Bank Failures Due to Troubled Commercial Real Estate Loans PIMCO has been snapping up CRE loans offloaded by some large US banks for the past [--] months. The real wave of distress is just starting 🚨BREAKING: BANKS 📉 * @moodysratings Downgrades regionals - Moody's Downgrade Threatens [---] Regional Banks - $10 Billion to $100 Billion market cap banks at Risk Due to High Commercial Real Estate Exposure - **Analyst Ana Arsov Warns of Severe Financial Instability** https://t.co/Nm2kDT1ior 🚨BREAKING: BANKS 📉 * @moodysratings"  
[X Link](https://x.com/anyuser/status/1800489410867392752)  2024-06-11T11:25Z 19.3K followers, 39.5K engagements


"🚨BREAKING : CONSUMER Crisis as Credit Card Delinquency 📈 **Near Historic Peaks:** U.S. rates hit 94.8% of their peaks of [----]. - Nationwide Impact: All regions saw at least a 32.2% increase in delinquent debt. - Richest Hit Hard: Delinquency in wealthy ZIP codes rose 54%"  
[X Link](https://x.com/anyuser/status/1800518004477989025)  2024-06-11T13:18Z 19.3K followers, 36.8K engagements


"🚨BANKS: IN FREE FALL 📉 Last week @ecb cut interest rates even though inflation is not 2% with more & more data that comes out seems like they cut rates because the Europe banking system is on the verge of 📉 The following Europe major banks leading with 📉 $DB $HSBC $BCS"  
[X Link](https://x.com/anyuser/status/1800558064221016268)  2024-06-11T15:57Z 19.3K followers, 57.1K engagements


"⚠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"  
[X Link](https://x.com/anyuser/status/1804166585189569009)  2024-06-21T14:56Z 19.3K followers, 114.4K 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](https://x.com/anyuser/status/1804188156918665430)  2024-06-21T16:22Z 19.3K followers, 208.2K engagements


"Full article: Financial Banks 🚨 [--] Major U.S. Banks Face Scrutiny In an alarming development the U.S. Federal Deposit Insurance Corp. (FDIC) and the Federal Reserve Board have flagged serious "shortcomings" in the "living wills" of four of the eight largest U.S. banks raising fears of a potential Financial Crisis [---]. Bank of America Citibank Goldman Sachs and JPMorgan Chase now face a July [--] [----] deadline to rectify their resolution planscrucial blueprints for winding down operations without causing a global economic meltdown. Since the [----] financial crisis the Dodd-Frank Act has mandated"  
[X Link](https://x.com/anyuser/status/1804194395383828627)  2024-06-21T16:47Z 19.3K followers, 451.8K engagements


"🚨 Fed Governor Bowman: No Rate Cuts in [----] Bank Stocks 📉 ⚪ **Key Points:** - Fed Governor Bowman confirms her forecast no rate cuts in [----] - 'Higher for longer' interest rates policy continues - Bank stocks plunge today with some down as much as 22% year to date"  
[X Link](https://x.com/anyuser/status/1805623540898742660)  2024-06-25T15:26Z 19.3K followers, 18.1K engagements


"🚨FED DISCOUNT WINDOW : **Banking Sector Stress Increases** **Fed Discount-Window Loans:** $7.03B (up from $6.68B) 📈 - Fed's Stance: Higher rates for longer (Fed Gov. Bowman) - JPMorgan:Stress test losses may exceed Fed disclosures"  
[X Link](https://x.com/anyuser/status/1806450047338590643)  2024-06-27T22:10Z 19.3K followers, 18K 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](https://x.com/anyuser/status/1810684741739581808)  2024-07-09T14:37Z 19.3K followers, 40.6K 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](https://x.com/anyuser/status/1816458969659195446)  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](https://x.com/anyuser/status/1818148951616610769)  2024-07-30T04:57Z 19.3K followers, 71.8K 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](https://x.com/anyuser/status/1823025396482474373)  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](https://x.com/anyuser/status/1828488346123022515)  2024-08-27T17:42Z 19.3K followers, 110.2K 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](https://x.com/anyuser/status/1833496257727451406)  2024-09-10T13:22Z 19.3K followers, 38.3K 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](https://x.com/anyuser/status/1838778202090598763)  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](https://x.com/anyuser/status/1841940070552764826)  2024-10-03T20:35Z 19.3K followers, 28.7K engagements


"@sunny051488 Why would anyone pay the bank early just to have the money trapped in the asset you cant touch"  
[X Link](https://x.com/anyuser/status/1848958987645178026)  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](https://x.com/anyuser/status/1851682710101856648)  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](https://x.com/anyuser/status/1853863352382140661)  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](https://x.com/anyuser/status/1866940347743605075)  2024-12-11T20:17Z 19.3K followers, 199.2K 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](https://x.com/anyuser/status/1869500542667678107)  2024-12-18T21:50Z 19.3K followers, 62.1K engagements


"🚨 First US Regional Bank to collapse In [----] Day [--] of 365"  
[X Link](https://x.com/anyuser/status/1882191538337587666)  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](https://x.com/anyuser/status/1882196714440016010)  2025-01-22T22:40Z 19.3K followers, 25K engagements


"🚨 REGIONAL BANKING CRISIS Amid toxic assets 14% of $3 trillion in U.S. commercial real estate (CRE) loans are underwater. Office sector hit hardest: 44% of loans now underwater. Regional banks heavily exposed to CRE face mounting risks of financial instability"  
[X Link](https://x.com/anyuser/status/1882255383118672247)  2025-01-23T02:33Z 19.3K followers, 36.7K 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](https://x.com/anyuser/status/1908012347341549912)  2025-04-04T04:22Z 19.3K followers, 30.6K engagements


"Everyone on the internet saying look at $Googl beats but no one wants to read the fine print on the $8 billion Unrealized gain they had for the quarter without that they would of MISSED on this quarters estimates. Data: https://t.co/4oicTi18lY https://t.co/ESrUWrfHv2 Data: https://t.co/4oicTi18lY https://t.co/ESrUWrfHv2"  
[X Link](https://x.com/anyuser/status/1915541130990805345)  2025-04-24T22:59Z 19.3K followers, 81.1K 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](https://x.com/anyuser/status/1918313795220586972)  2025-05-02T14:37Z 19.3K followers, 69.8K 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](https://x.com/anyuser/status/1919805711502241942)  2025-05-06T17:25Z 19.3K followers, 2.7M 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](https://x.com/anyuser/status/1919825637424169010)  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](https://x.com/anyuser/status/1920553528634003459)  2025-05-08T18:56Z 19.3K followers, 335.3K 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](https://x.com/anyuser/status/1939772309776253014)  2025-06-30T19:45Z 19.3K followers, 147.2K 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](https://x.com/anyuser/status/1939809783131119936)  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](https://x.com/anyuser/status/1945167911183614102)  2025-07-15T17:05Z 19.3K followers, 40.8K engagements


"$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://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](https://x.com/anyuser/status/1945174010678948168)  2025-07-15T17:29Z 19.3K followers, 156.2K engagements


"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](https://x.com/anyuser/status/1945181398392037563)  2025-07-15T17:59Z 19.3K followers, 99.6K engagements


"Citigroups $C liquidity just cracked Short-term borrowings exploded +44% YoY to $55.6B Repo liabilities still sky-high at $347.9B. Thats nearly $400B in fragile short-term funding. This isnt stable bankingits a ⚠ 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](https://x.com/anyuser/status/1945196103034454344)  2025-07-15T18:57Z 19.3K followers, 39.4K 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](https://x.com/anyuser/status/1950546699388399893)  2025-07-30T13:19Z 19.3K followers, 26.6K 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](https://x.com/anyuser/status/1952370243613196632)  2025-08-04T14:05Z 19.3K followers, 28K engagements


"@REDACTEDSpider We are not back we are just winning"  
[X Link](https://x.com/anyuser/status/1952563776487866803)  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](https://x.com/anyuser/status/1955370173281804799)  2025-08-12T20:45Z 19.3K followers, 103.5K engagements


"🚨INFLATION OUT OF CONTROL PPI YoY INCREASE VEGETABLES : 17% MEATS: 11%"  
[X Link](https://x.com/anyuser/status/1955974442846445971)  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](https://x.com/anyuser/status/1957817829014794588)  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](https://x.com/anyuser/status/1958966655117328824)  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](https://x.com/anyuser/status/1960826531783303434)  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](https://x.com/anyuser/status/1960836836022198438)  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](https://x.com/anyuser/status/1966271227200487826)  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](https://x.com/anyuser/status/1966274264828727435)  2025-09-11T22:54Z 19.3K followers, 122K engagements


"At the peak of the Housing Bubble [----] Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -50% was unlikely. Stocks prices fell -50% & housing prices nationally fell -20%"  
[X Link](https://x.com/anyuser/status/1976144496405696609)  2025-10-09T04:35Z 19.3K followers, 119K 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 -20% $WAL $JEF $BCS $BX"  
[X Link](https://x.com/anyuser/status/1976380343839264791)  2025-10-09T20:12Z 19.3K followers, 175.9K 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](https://x.com/anyuser/status/1976737269429268794)  2025-10-10T19:51Z 19.3K followers, 72.4K engagements


"$ASML Q3 shows a cash gap: Net income about $7.2B but operating cash flow only $6.5B📉 - 10% Accounts receivable 📈 30% ($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](https://x.com/anyuser/status/1978452090499256608)  2025-10-15T13:25Z 19.3K followers, 123.6K 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](https://x.com/anyuser/status/1978936368676933682)  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](https://x.com/anyuser/status/1984267266574500306)  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](https://x.com/anyuser/status/1984428623164739586)  2025-11-01T01:13Z 19.3K followers, 131K engagements

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