[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](/creator/twitter/1CoastalJournal) "$ASML Q3 shows a cash gap: Net income about $7.2B but operating cash flow only $6.5Bπ - XX% Accounts receivable π XX% ($4.8B $6.3B) while sales rose just 17%. π§ Profits up cash lagginga classic ship-and-book move to juice earnings for the quarter" [X Link](https://x.com/1CoastalJournal/status/1978452090499256608) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T13:25Z 16.9K followers, 122.7K engagements "β Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter X to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All X listed as secured lenders in bankruptcy filing *Its estimated over $X Billion in Subprime Auto loan thats now worth π©" [X Link](https://x.com/1CoastalJournal/status/1966271227200487826) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-11T22:42Z 16.9K followers, 80.9K engagements "π¨ Credit Risk Alert Latest π¨ Tricolor bankruptcy = systemic: $10B liabilities 25k+ creditors 29k loans w/ duplicate VINs ABS downgraded/suspended $170200M hit at $FTIB $JPM $BCS Subprime cracks credit crunch risk. Full report:" [X Link](https://x.com/1CoastalJournal/status/1974216451801428324) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-03T20:54Z 16.9K followers, 3539 engagements "At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -XX% was unlikely. Stocks prices fell -XX% & housing prices nationally fell -20%" [X Link](https://x.com/1CoastalJournal/status/1976144496405696609) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T04:35Z 16.9K followers, 118K engagements "What AI boom $ASML is the ONLY company on Earth capable of producing EUV lithography machines its effectively a real-time pic of demand for $NVDA GPU B/c it has to pass through ASMLs production queue. Bookings flat YoY If the AI boom were truly as explosive as markets claim ASML would be PRINTING cash NOT deferring them. Instead were seeing late payments and slower cash conversion meaning the demand wave is cresting not accelerating. In short: when the monopoly supplier to the AI world isnt gushing cash the AI supercycle narrative isnt reflecting industrial reality its echoing investor" [X Link](https://x.com/1CoastalJournal/status/1978456980747690172) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T13:44Z 16.9K followers, 283.2K engagements "Gold is up XX% YTD outperforming even $NVDA But many are reading the tea leaves wrong. 19711980: Gold soared from $XX $XXX a 2100% run before π back to $XXX 1990-2000 $XXX 20002011: π from $XXX $1800 XXX% 2011-2016 $1800 $1100 2016-2025: $1100 to $4400 XXX% Moral of the story: This isnt the end of the world but society does erode away slowly as we print more Its a classic hedge against Fed cycles & govt money printing just as its always been" [X Link](https://x.com/1CoastalJournal/status/1979044220922204629) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T04:38Z 16.9K followers, 4449 engagements "$JEF NOW DOWN -XXX% π" [X Link](https://x.com/1CoastalJournal/status/1978833095575949432) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T14:39Z 16.9K followers, 6918 engagements "@GeorgeGammon And now US prints a big $198B surplus for September. Thats right SURPLUS" [X Link](https://x.com/1CoastalJournal/status/1978890319522369750) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T18:26Z 16.9K followers, XXX engagements "The Federal reserve hopes to hit X% inflation target by 2028. Got gold" [X Link](https://x.com/1CoastalJournal/status/1968447381214515675) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-17T22:50Z 16.9K followers, 2215 engagements "π¨VIX About to Explode Vols swelling like Egons Twinkie $VIX +10% in a monthπ³ $SPY put/call XXX π€¨ $NVDA & $TSLA: 2.6M call contracts daily $VIX IV XX% into Nov Markets euphoric hedgers terrified. Full report:" [X Link](https://x.com/1CoastalJournal/status/1975999642098860523) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T19:00Z 16.9K followers, 26.7K engagements "$KBE backs every where are now put out warnings $wal $pnfp $jef" [X Link](https://x.com/1CoastalJournal/status/1978903538609614987) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T19:19Z 16.9K followers, 1465 engagements "$VIX futures just surged XX% while the S&P XXX fell only XXXX% a massive divergence. Volume hit its highest level of 2025 signaling institutional hedging not panic. Volatility is waking up before stocks. π Learn what this means in our full report" [X Link](https://x.com/1CoastalJournal/status/1978914064039342378) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T20:00Z 16.9K followers, 3253 engagements "$VIX futures just surged XX% while the S&P XXX fell only XXXX% a massive divergence. Volume hit its highest level of 2025 signaling institutional hedging not panic. Volatility is waking up before stocks. π Learn what this means in our full report" [X Link](https://x.com/1CoastalJournal/status/1978914390469427261) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T20:02Z 16.9K followers, 1502 engagements "The Fed has been QE this entire time and Powell said this week QT is OVER. Got gold" [X Link](https://x.com/1CoastalJournal/status/1979015489834635747) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T02:43Z 16.9K followers, 10.9K engagements "@DMckdani Its been pop valued in gold and some individual stocks are down YTD in the AI space the only one left really is $NVdA" [X Link](https://x.com/1CoastalJournal/status/1979019634851361218) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T03:00Z 16.9K followers, XX engagements "We have been notifying you & The Coastal Journal team that the banking stress has started earlier in the year. The issue now is the theres no more hiding the insolvency" [X Link](https://x.com/1CoastalJournal/status/1979170992757878869) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T13:01Z 16.9K followers, 2820 engagements "π¨BANKS : $OBK π -X% this week Bank faces heightened risk as it weighs added credit loss provisions tied to Tricolor loans. The abrupt board exit of Tricolor CEO Daniel T. Chu underscores mounting distress Details below" [X Link](https://x.com/1CoastalJournal/status/1966831835717267554) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-13T11:50Z 16.9K followers, 4249 engagements "US auto loans just had their WORST month since Mar 2020. Sector debt plunged X% B/CCC tranches wiped out gains. Tricolor AAA paper now ALL junk. UBS fund XX% exposed to bankrupt First Brands. Collateral cracking = liquidity tightening. Risk assets next" [X Link](https://x.com/1CoastalJournal/status/1975674404723171739) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-07T21:27Z 16.9K followers, 6932 engagements "Regional banks are getting hit hard today $WAL -X% $HBAN-2.5% $TFC -XXX% $ALLY -2%" [X Link](https://x.com/1CoastalJournal/status/1976008581771362345) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T19:35Z 16.9K followers, 1778 engagements "The 10-Qs from $JEF -XX% (last month) $BX -XX% ( last X weeks) $WAL -X% today. Jefferies' filing flags $XXX billion in repo financing up XX% QoQ collateralized by. guess what ABS including Tricolor auto pools. Footnote XX says they've got $XXX billion in leveraged lending to alternative investment firms-Blackstone's in there named. $WAL Their 10-Q shows $XXX million in repo lines to broker-dealers-like Jefferies-and a sneaky line: securities financing transactions tied to subprime auto. Blackstone's NAV compression Up XX% in mark-to-market haircuts on the same crap. Double leverage" [X Link](https://x.com/1CoastalJournal/status/1976037275541832165) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T21:29Z 16.9K followers, 7559 engagements "On Sept X 2008 the US Treasury at the time came out & told the American People we are not in recession & to keep your money in Lehman Brothers and within the week the stock collapsed to $X Moral of the story you cant trust the government. Got gold" [X Link](https://x.com/1CoastalJournal/status/1976145319139344449) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T04:38Z 16.9K followers, 3138 engagements "$JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor) Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast" [X Link](https://x.com/1CoastalJournal/status/1976161470510744001) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T05:43Z 16.9K followers, 3591 engagements "π¨BANKS: π The facts that $WAL are taking on heavy losses in the ABS market is starting to spread across other banks $HSBC $JEF $PNC" [X Link](https://x.com/1CoastalJournal/status/1976284073862811667) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T13:50Z 16.9K followers, 17.8K engagements "$VIX NOW UP XX% TODAY as we warned the Coastal Journal Team ahead of time" [X Link](https://x.com/1CoastalJournal/status/1976672454622970106) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-10T15:33Z 16.9K followers, 2101 engagements ""When you see X cockroach there are probably more" -CEO $JPM Jamie Dimon about the Tricolor failure Oct XX 2025" [X Link](https://x.com/1CoastalJournal/status/1978138170718896208) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-14T16:37Z 16.9K followers, 2313 engagements "Goldman Sachs ( $GS ) has informed employees of potential job cuts and a hiring slowdown through the end of the year according to an internal memo Full report here :" [X Link](https://x.com/1CoastalJournal/status/1978141992526762439) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-14T16:52Z 16.9K followers, XXX engagements "$MS earning headline says Beat but its C-suite footnotes quietly warn: These measures are NOT in accordance with GAAP & may differ from similar metrics used by other firms. Translation: adjusted profits are managements story not accountings truth. Buyer beware" [X Link](https://x.com/1CoastalJournal/status/1978438393169117289) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T12:30Z 16.9K followers, 4715 engagements "In the Notes to the Summary US GAAP Consolidated Financial Statements $ASML says: These interim unaudited Summary Consolidated Financial Statements have been prepared in conformity with US GAAP and should be read in conjunction with the Consolidated Financial Statements and Notes included within our 2024 Annual Report Translation: these arent full audited numbers theyre managements condensed version. That means some adjustments valuation methods or contingent liabilities might only appear in the full annual filing. Then the Forward-Looking Statements paragraph adds the legal firewall: These" [X Link](https://x.com/1CoastalJournal/status/1978452956191080736) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T13:28Z 16.9K followers, 2510 engagements "$ASML said sales will be AT WORST flat in 2026 from around XXXX billion euros ($37.82 billion) in 2025. PE of XX for flat sales a/revenue growth for the next XX months π€¨" [X Link](https://x.com/1CoastalJournal/status/1978692572257173685) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T05:20Z 16.9K followers, 1044 engagements "$ASML said sales will be AT WORST flat in 2026 from around XXXX billion euros ($37.82 billion) in 2025. PE of XX for flat sales a/revenue growth for the next XX months π€¨" [X Link](https://x.com/1CoastalJournal/status/1978692607669596365) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T05:20Z 16.9K followers, 4796 engagements "$TSM Q3 2025 DSO π to XX days Free cash flow is π YoY (-24.3%) We cant figure out if there were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard" [X Link](https://x.com/1CoastalJournal/status/1978807592379199837) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T12:57Z 16.9K followers, 7212 engagements "Full report here;" [X Link](https://x.com/1CoastalJournal/status/1978875681493971136) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:28Z 16.9K followers, 7380 engagements "Are you ready for Volatility Over $61M in put options bought on $SPY today marking the highest single-leg short-dated put activity since April 3rd just one day after Liberation Day. This surge comes amid elevated put flows on $QQQ as well. Full details below" [X Link](https://x.com/1CoastalJournal/status/1978947699329167453) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T22:14Z 16.9K followers, 6685 engagements "We have been notifying you & The Coastal Journal team that the banking stress has started earlier in the year. The issue now is the theres no more hiding the insolvency" [X Link](https://x.com/1CoastalJournal/status/1979171111679004749) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T13:02Z 16.9K followers, 3735 engagements "π¨BANK NEWS: FED IS π¨π΅ Feds repo & discount window usage just surged $10+ Billion in repos/ discount window. Liquidity stress isβ $JEF: $715M tied to First Brands $WAL: leveraged exposure via Jefferies facility Watch: $JNK / $HYG β " [X Link](https://x.com/1CoastalJournal/status/1976411738934513903) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T22:17Z 16.9K followers, 19K engagements "$Ms BlackRock & Texas Treasury pulled funds from $JEF Jefferies Point Bonita which had XX% of its $3B tied to bankrupt First Brands. $715M in receivables froze Sept. XX. DOJ is probing $2.3B in off-book financing & possible double-pledged collateral. Down -X% after hours π" [X Link](https://x.com/1CoastalJournal/status/1976758467361964229) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-10T21:15Z 16.9K followers, 2878 engagements "And Caesar wept for there were no more worlds to conquer & no one is buying calling options anymore ok MEME stocks & everyone wants our swaps. $JEF taking on heavy losses. Full report below" [X Link](https://x.com/1CoastalJournal/status/1976771228976529669) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-10T22:06Z 16.9K followers, 2608 engagements "$232k $VIX Calls were purchased This trade is highly unusual as it expects the VIX to rise XX% by November XX π³" [X Link](https://x.com/1CoastalJournal/status/1978933878577340863) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T21:19Z 16.9K followers, 5601 engagements "Truist ($436M) Fifth Third ($197M) and Regions ($105M) Q3 2025 credit loss. These are still losses reserved for potential defaults and est may rise if bankruptcies or CRE distress increases. Lower provisions ease but dont eliminate risks" [X Link](https://x.com/1CoastalJournal/status/1979176720055046233) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T13:24Z 16.9K followers, 2506 engagements "Factoring Fraud Fallout Deepens First Brands $10B π tied to billions Jefferies exposure & $2.3B in double-pledged receivables. Major lendersBofA Jefferies Evolutionnow under scrutiny into Wall St tangled web of supply-chain finance risk. $xlf $wal $bac $pnc $kre $wfc" [X Link](https://x.com/1CoastalJournal/status/1975969643652317398) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T17:00Z 16.9K followers, 2717 engagements "@jeff4liberty247 @DiMartinoBooth $JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor). Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast" [X Link](https://x.com/1CoastalJournal/status/1976161285348917688) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T05:42Z 16.9K followers, XXX engagements "π¨REGIONAL BANKS π»π 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 π» market confirm -XX% $WAL $JEF $BCS $BX" [X Link](https://x.com/1CoastalJournal/status/1976380343839264791) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T20:12Z 16.9K followers, 174.7K engagements "@m3_melody BANK-BUSTERS: Whos Hiding the π» in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:" [X Link](https://x.com/1CoastalJournal/status/1978137342125768800) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-14T16:34Z 16.9K followers, 7837 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) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T14:14Z 16.9K followers, 481.4K engagements "Gamma Squeeze Into a Gamma π π¦ $KBE BANKS FACE WORST SINGLE DAY DECLINE SINCE SVB -XXX% π $VIX +30% Since our β Last wk π $QQQ heaviest down vol last week since tariff panic (97M) β $NVDA -X% dealers forced to hedge π Put/Call π XXX π" [X Link](https://x.com/1CoastalJournal/status/1978902819672592416) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T19:16Z 16.9K followers, 30.1K engagements "π¨BREAKING: FED QE BEGINS Fed Balance sheet increases by $XX Billion in X weeks Fed Discount Window usage aka lender of last resort shoots up XXX% YoY This all comes after banks are announcing losses and collateral issues Full report here:" [X Link](https://x.com/1CoastalJournal/status/1978936368676933682) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T21:29Z 16.9K followers, 49.7K engagements "β $kRE Regional Banks Tap Fed Overnight Repo Liquidity stress is bubbling up. Overnight repo usage spiked as regional banks scramble for short-term funding. Fed O/N repo: $8.35B (Oct XX 2025) Signals collateral stress and credit cracks emerging" [X Link](https://x.com/1CoastalJournal/status/1979206821073293474) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-17T15:24Z 16.9K followers, 13.9K engagements "If the money goes towards the government its a tax" [X Link](https://x.com/1CoastalJournal/status/1979696683748573683) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-18T23:50Z 16.9K followers, 5127 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@1CoastalJournal
"$ASML Q3 shows a cash gap: Net income about $7.2B but operating cash flow only $6.5Bπ - XX% Accounts receivable π XX% ($4.8B $6.3B) while sales rose just 17%. π§ Profits up cash lagginga classic ship-and-book move to juice earnings for the quarter"
X Link @1CoastalJournal 2025-10-15T13:25Z 16.9K followers, 122.7K engagements
"β Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter X to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All X listed as secured lenders in bankruptcy filing *Its estimated over $X Billion in Subprime Auto loan thats now worth π©"
X Link @1CoastalJournal 2025-09-11T22:42Z 16.9K followers, 80.9K engagements
"π¨ Credit Risk Alert Latest π¨ Tricolor bankruptcy = systemic: $10B liabilities 25k+ creditors 29k loans w/ duplicate VINs ABS downgraded/suspended $170200M hit at $FTIB $JPM $BCS Subprime cracks credit crunch risk. Full report:"
X Link @1CoastalJournal 2025-10-03T20:54Z 16.9K followers, 3539 engagements
"At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -XX% was unlikely. Stocks prices fell -XX% & housing prices nationally fell -20%"
X Link @1CoastalJournal 2025-10-09T04:35Z 16.9K followers, 118K engagements
"What AI boom $ASML is the ONLY company on Earth capable of producing EUV lithography machines its effectively a real-time pic of demand for $NVDA GPU B/c it has to pass through ASMLs production queue. Bookings flat YoY If the AI boom were truly as explosive as markets claim ASML would be PRINTING cash NOT deferring them. Instead were seeing late payments and slower cash conversion meaning the demand wave is cresting not accelerating. In short: when the monopoly supplier to the AI world isnt gushing cash the AI supercycle narrative isnt reflecting industrial reality its echoing investor"
X Link @1CoastalJournal 2025-10-15T13:44Z 16.9K followers, 283.2K engagements
"Gold is up XX% YTD outperforming even $NVDA But many are reading the tea leaves wrong. 19711980: Gold soared from $XX $XXX a 2100% run before π back to $XXX 1990-2000 $XXX 20002011: π from $XXX $1800 XXX% 2011-2016 $1800 $1100 2016-2025: $1100 to $4400 XXX% Moral of the story: This isnt the end of the world but society does erode away slowly as we print more Its a classic hedge against Fed cycles & govt money printing just as its always been"
X Link @1CoastalJournal 2025-10-17T04:38Z 16.9K followers, 4449 engagements
"$JEF NOW DOWN -XXX% π"
X Link @1CoastalJournal 2025-10-16T14:39Z 16.9K followers, 6918 engagements
"@GeorgeGammon And now US prints a big $198B surplus for September. Thats right SURPLUS"
X Link @1CoastalJournal 2025-10-16T18:26Z 16.9K followers, XXX engagements
"The Federal reserve hopes to hit X% inflation target by 2028. Got gold"
X Link @1CoastalJournal 2025-09-17T22:50Z 16.9K followers, 2215 engagements
"π¨VIX About to Explode Vols swelling like Egons Twinkie $VIX +10% in a monthπ³ $SPY put/call XXX π€¨ $NVDA & $TSLA: 2.6M call contracts daily $VIX IV XX% into Nov Markets euphoric hedgers terrified. Full report:"
X Link @1CoastalJournal 2025-10-08T19:00Z 16.9K followers, 26.7K engagements
"$KBE backs every where are now put out warnings $wal $pnfp $jef"
X Link @1CoastalJournal 2025-10-16T19:19Z 16.9K followers, 1465 engagements
"$VIX futures just surged XX% while the S&P XXX fell only XXXX% a massive divergence. Volume hit its highest level of 2025 signaling institutional hedging not panic. Volatility is waking up before stocks. π Learn what this means in our full report"
X Link @1CoastalJournal 2025-10-16T20:00Z 16.9K followers, 3253 engagements
"$VIX futures just surged XX% while the S&P XXX fell only XXXX% a massive divergence. Volume hit its highest level of 2025 signaling institutional hedging not panic. Volatility is waking up before stocks. π Learn what this means in our full report"
X Link @1CoastalJournal 2025-10-16T20:02Z 16.9K followers, 1502 engagements
"The Fed has been QE this entire time and Powell said this week QT is OVER. Got gold"
X Link @1CoastalJournal 2025-10-17T02:43Z 16.9K followers, 10.9K engagements
"@DMckdani Its been pop valued in gold and some individual stocks are down YTD in the AI space the only one left really is $NVdA"
X Link @1CoastalJournal 2025-10-17T03:00Z 16.9K followers, XX engagements
"We have been notifying you & The Coastal Journal team that the banking stress has started earlier in the year. The issue now is the theres no more hiding the insolvency"
X Link @1CoastalJournal 2025-10-17T13:01Z 16.9K followers, 2820 engagements
"π¨BANKS : $OBK π -X% this week Bank faces heightened risk as it weighs added credit loss provisions tied to Tricolor loans. The abrupt board exit of Tricolor CEO Daniel T. Chu underscores mounting distress Details below"
X Link @1CoastalJournal 2025-09-13T11:50Z 16.9K followers, 4249 engagements
"US auto loans just had their WORST month since Mar 2020. Sector debt plunged X% B/CCC tranches wiped out gains. Tricolor AAA paper now ALL junk. UBS fund XX% exposed to bankrupt First Brands. Collateral cracking = liquidity tightening. Risk assets next"
X Link @1CoastalJournal 2025-10-07T21:27Z 16.9K followers, 6932 engagements
"Regional banks are getting hit hard today $WAL -X% $HBAN-2.5% $TFC -XXX% $ALLY -2%"
X Link @1CoastalJournal 2025-10-08T19:35Z 16.9K followers, 1778 engagements
"The 10-Qs from $JEF -XX% (last month) $BX -XX% ( last X weeks) $WAL -X% today. Jefferies' filing flags $XXX billion in repo financing up XX% QoQ collateralized by. guess what ABS including Tricolor auto pools. Footnote XX says they've got $XXX billion in leveraged lending to alternative investment firms-Blackstone's in there named. $WAL Their 10-Q shows $XXX million in repo lines to broker-dealers-like Jefferies-and a sneaky line: securities financing transactions tied to subprime auto. Blackstone's NAV compression Up XX% in mark-to-market haircuts on the same crap. Double leverage"
X Link @1CoastalJournal 2025-10-08T21:29Z 16.9K followers, 7559 engagements
"On Sept X 2008 the US Treasury at the time came out & told the American People we are not in recession & to keep your money in Lehman Brothers and within the week the stock collapsed to $X Moral of the story you cant trust the government. Got gold"
X Link @1CoastalJournal 2025-10-09T04:38Z 16.9K followers, 3138 engagements
"$JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor) Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast"
X Link @1CoastalJournal 2025-10-09T05:43Z 16.9K followers, 3591 engagements
"π¨BANKS: π The facts that $WAL are taking on heavy losses in the ABS market is starting to spread across other banks $HSBC $JEF $PNC"
X Link @1CoastalJournal 2025-10-09T13:50Z 16.9K followers, 17.8K engagements
"$VIX NOW UP XX% TODAY as we warned the Coastal Journal Team ahead of time"
X Link @1CoastalJournal 2025-10-10T15:33Z 16.9K followers, 2101 engagements
""When you see X cockroach there are probably more" -CEO $JPM Jamie Dimon about the Tricolor failure Oct XX 2025"
X Link @1CoastalJournal 2025-10-14T16:37Z 16.9K followers, 2313 engagements
"Goldman Sachs ( $GS ) has informed employees of potential job cuts and a hiring slowdown through the end of the year according to an internal memo Full report here :"
X Link @1CoastalJournal 2025-10-14T16:52Z 16.9K followers, XXX engagements
"$MS earning headline says Beat but its C-suite footnotes quietly warn: These measures are NOT in accordance with GAAP & may differ from similar metrics used by other firms. Translation: adjusted profits are managements story not accountings truth. Buyer beware"
X Link @1CoastalJournal 2025-10-15T12:30Z 16.9K followers, 4715 engagements
"In the Notes to the Summary US GAAP Consolidated Financial Statements $ASML says: These interim unaudited Summary Consolidated Financial Statements have been prepared in conformity with US GAAP and should be read in conjunction with the Consolidated Financial Statements and Notes included within our 2024 Annual Report Translation: these arent full audited numbers theyre managements condensed version. That means some adjustments valuation methods or contingent liabilities might only appear in the full annual filing. Then the Forward-Looking Statements paragraph adds the legal firewall: These"
X Link @1CoastalJournal 2025-10-15T13:28Z 16.9K followers, 2510 engagements
"$ASML said sales will be AT WORST flat in 2026 from around XXXX billion euros ($37.82 billion) in 2025. PE of XX for flat sales a/revenue growth for the next XX months π€¨"
X Link @1CoastalJournal 2025-10-16T05:20Z 16.9K followers, 1044 engagements
"$ASML said sales will be AT WORST flat in 2026 from around XXXX billion euros ($37.82 billion) in 2025. PE of XX for flat sales a/revenue growth for the next XX months π€¨"
X Link @1CoastalJournal 2025-10-16T05:20Z 16.9K followers, 4796 engagements
"$TSM Q3 2025 DSO π to XX days Free cash flow is π YoY (-24.3%) We cant figure out if there were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard"
X Link @1CoastalJournal 2025-10-16T12:57Z 16.9K followers, 7212 engagements
"Full report here;"
X Link @1CoastalJournal 2025-10-16T17:28Z 16.9K followers, 7380 engagements
"Are you ready for Volatility Over $61M in put options bought on $SPY today marking the highest single-leg short-dated put activity since April 3rd just one day after Liberation Day. This surge comes amid elevated put flows on $QQQ as well. Full details below"
X Link @1CoastalJournal 2025-10-16T22:14Z 16.9K followers, 6685 engagements
"We have been notifying you & The Coastal Journal team that the banking stress has started earlier in the year. The issue now is the theres no more hiding the insolvency"
X Link @1CoastalJournal 2025-10-17T13:02Z 16.9K followers, 3735 engagements
"π¨BANK NEWS: FED IS π¨π΅ Feds repo & discount window usage just surged $10+ Billion in repos/ discount window. Liquidity stress isβ $JEF: $715M tied to First Brands $WAL: leveraged exposure via Jefferies facility Watch: $JNK / $HYG β "
X Link @1CoastalJournal 2025-10-09T22:17Z 16.9K followers, 19K engagements
"$Ms BlackRock & Texas Treasury pulled funds from $JEF Jefferies Point Bonita which had XX% of its $3B tied to bankrupt First Brands. $715M in receivables froze Sept. XX. DOJ is probing $2.3B in off-book financing & possible double-pledged collateral. Down -X% after hours π"
X Link @1CoastalJournal 2025-10-10T21:15Z 16.9K followers, 2878 engagements
"And Caesar wept for there were no more worlds to conquer & no one is buying calling options anymore ok MEME stocks & everyone wants our swaps. $JEF taking on heavy losses. Full report below"
X Link @1CoastalJournal 2025-10-10T22:06Z 16.9K followers, 2608 engagements
"$232k $VIX Calls were purchased This trade is highly unusual as it expects the VIX to rise XX% by November XX π³"
X Link @1CoastalJournal 2025-10-16T21:19Z 16.9K followers, 5601 engagements
"Truist ($436M) Fifth Third ($197M) and Regions ($105M) Q3 2025 credit loss. These are still losses reserved for potential defaults and est may rise if bankruptcies or CRE distress increases. Lower provisions ease but dont eliminate risks"
X Link @1CoastalJournal 2025-10-17T13:24Z 16.9K followers, 2506 engagements
"Factoring Fraud Fallout Deepens First Brands $10B π tied to billions Jefferies exposure & $2.3B in double-pledged receivables. Major lendersBofA Jefferies Evolutionnow under scrutiny into Wall St tangled web of supply-chain finance risk. $xlf $wal $bac $pnc $kre $wfc"
X Link @1CoastalJournal 2025-10-08T17:00Z 16.9K followers, 2717 engagements
"@jeff4liberty247 @DiMartinoBooth $JEF 10Q flags major VIE risk: $7.5B max-loss exposure incl CLOs/ABS + hits from receivables & subprime auto (First Brands/Tricolor). Funding & securitization can transmit stresswatch peers $WAL $HBAN $PNC. Credit cracks can spread fast"
X Link @1CoastalJournal 2025-10-09T05:42Z 16.9K followers, XXX engagements
"π¨REGIONAL BANKS π»π 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 π» market confirm -XX% $WAL $JEF $BCS $BX"
X Link @1CoastalJournal 2025-10-09T20:12Z 16.9K followers, 174.7K engagements
"@m3_melody BANK-BUSTERS: Whos Hiding the π» in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"
X Link @1CoastalJournal 2025-10-14T16:34Z 16.9K followers, 7837 engagements
"BANK CRASH There has been NO News today on why regional banks have entered a correction with a majority of banks down -XX% to XX% since the Fed heads cut rates at the end of Sept. **Overnight Repo Ops have been rising as we been reporting $WAL $BANC $EBC $VLY $KRE"
X Link @1CoastalJournal 2025-10-16T14:14Z 16.9K followers, 481.4K engagements
"Gamma Squeeze Into a Gamma π π¦ $KBE BANKS FACE WORST SINGLE DAY DECLINE SINCE SVB -XXX% π $VIX +30% Since our β Last wk π $QQQ heaviest down vol last week since tariff panic (97M) β $NVDA -X% dealers forced to hedge π Put/Call π XXX π"
X Link @1CoastalJournal 2025-10-16T19:16Z 16.9K followers, 30.1K engagements
"π¨BREAKING: FED QE BEGINS Fed Balance sheet increases by $XX Billion in X weeks Fed Discount Window usage aka lender of last resort shoots up XXX% YoY This all comes after banks are announcing losses and collateral issues Full report here:"
X Link @1CoastalJournal 2025-10-16T21:29Z 16.9K followers, 49.7K engagements
"β $kRE Regional Banks Tap Fed Overnight Repo Liquidity stress is bubbling up. Overnight repo usage spiked as regional banks scramble for short-term funding. Fed O/N repo: $8.35B (Oct XX 2025) Signals collateral stress and credit cracks emerging"
X Link @1CoastalJournal 2025-10-17T15:24Z 16.9K followers, 13.9K engagements
"If the money goes towards the government its a tax"
X Link @1CoastalJournal 2025-10-18T23:50Z 16.9K followers, 5127 engagements
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