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

Banks are facing significant stress, with several institutions, including Western Alliance ($WAL), Jefferies ($JEF), and others, showing signs of trouble due to exposure to subprime auto loans and other assets. The Tricolor Holdings bankruptcy has sparked contagion, with banks like JPMorgan ($JPM), Bank of America ($BAC), and others reporting exposure. The situation is causing concerns about liquidity and credit risk, with some warning of a potential credit crunch.

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

- X Week XXXXXXXXX +122%
- X Month XXXXXXXXX +100%
- X Months XXXXXXXXX +214%
- X Year XXXXXXXXXX +15%

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

- X Week XXX +11%
- X Month XXX +19%
- X Months XXX +32%
- X Year XXXXX +36%

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

- X Week XXXXXX +5.40%
- X Month XXXXXX +7.10%
- X Months XXXXXX +63%
- X Year XXXXXX +88%

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

### Social Influence [#](/creator/twitter::1666536805955702793/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #5195 [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[fed](/topic/fed) #121, [$wal](/topic/$wal) #5, [$nvda](/topic/$nvda) #582, [$vix](/topic/$vix) #47, [nvda](/topic/nvda) #163, [wal](/topic/wal) #84, [$jef](/topic/$jef) #18, [vix](/topic/vix) #202, [discount](/topic/discount) #659, [$asml](/topic/$asml) #16

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@gregcrennan](/creator/undefined) [@cfpstrategist4u](/creator/undefined) [@crypt2equalizer](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@cherrygarciafan](/creator/undefined) [@rem26020](/creator/undefined) [@onc187](/creator/undefined) [@mauiboymacro](/creator/undefined) [@fullfieldflicks](/creator/undefined) [@macroinsight360](/creator/undefined) [@lmrresearch](/creator/undefined) [@capitalmktguy](/creator/undefined) [@dmdtos69](/creator/undefined) [@analystsacademy](/creator/undefined) [@jeff4liberty247](/creator/undefined) [@askperplexity](/creator/undefined) [@downtown](/creator/undefined) [@donmiami3](/creator/undefined) [@m3melody](/creator/undefined)

**Top assets mentioned**
[Walrus (WAL)](/topic/$wal) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vixco (VIX)](/topic/$vix) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [JPMorgan Chase (JPM)](/topic/$jpm) [Barclays PLC (BCS)](/topic/$bcs) [Wells Fargo & Co (WFC)](/topic/$wfc) [GammaSwap (GS)](/topic/$gs) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Tesla, Inc. (TSLA)](/topic/$tsla) [Banc of California, Inc. (BANC)](/topic/$banc) [Epic Ballad Coin (EBC)](/topic/$ebc) [Valley National Bancorp (VLY)](/topic/$vly) [Blackstone, Inc. (BX)](/topic/$bx) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Morgan Stanley (MS)](/topic/$ms) [Oracle Corporation (ORCL)](/topic/$orcl) [Hundred Million (100M)](/topic/$100m) [Truist Financial Corp (TFC)](/topic/$tfc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Basis Cash (BAC)](/topic/$bac) [BlackRock Inc (BLK)](/topic/blackrock) [Ally Financial, Inc. (ALLY)](/topic/$ally) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts [#](/creator/twitter::1666536805955702793/posts)
---
Top posts by engagements in the last XX hours

"⚠Tricolor Holdings Files for Bankruptcy in Texas - Filed Chapter X to liquidate operations - $JPM $BCS & $FITB hold Billions worth exposure - All X listed as secured lenders in bankruptcy filing *Its estimated over $X Billion in Subprime Auto loan thats now worth 💩"  
[X Link](https://x.com/1CoastalJournal/status/1966271227200487826) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-11T22:42Z 16.9K followers, 80.9K 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, 2209 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, 6930 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, 117.7K engagements


"@m3_melody BANK-BUSTERS: Whos Hiding the 👻 in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"  
[X Link](https://x.com/1CoastalJournal/status/1978137342125768800) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-14T16:34Z 16.9K followers, 7691 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 🤨"  
[X Link](https://x.com/1CoastalJournal/status/1978692572257173685) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T05:20Z 16.9K followers, 1043 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, 3638 engagements


"Tricolor contagion is spreading. Confirmed bank exposure: Fifth Third ( $FITB) $170200M JPMorgan ( $JPM) 200M Barclays ( $BCS) secured Origin Bancorp ( $OBK) $30M. Subprime auto fraud is bleeding into regionalsprovisions & ABS downgrades likely and growing"  
[X Link](https://x.com/1CoastalJournal/status/1966695923167142191) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-13T02:50Z 16.9K followers, 8554 engagements


"Factoring Fraud Fallout Deepens First Brands $10B 📉 tied to billions Jefferies exposure & $2.3B in double-pledged receivables. Major lendersBofA Jefferies Evolutionnow under scrutiny into Wall St tangled web of supply-chain finance risk. $xlf $wal $bac $pnc $kre $wfc"  
[X Link](https://x.com/1CoastalJournal/status/1975969643652317398) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T17:00Z 16.9K followers, 2714 engagements


"Western Alliance ( $WAL) plunges after report reveals exposure to First Brands collapse via a Jefferies fund. The kicker Charts show weeks of quiet insider-style selling before the news hitclassic they knew before we did pattern. Now volume confirms it. Risk just got real"  
[X Link](https://x.com/1CoastalJournal/status/1975981684781965562) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T17:48Z 16.9K followers, 3148 engagements


"$WAL NOW DOWN -X% 📉"  
[X Link](https://x.com/1CoastalJournal/status/1976006632112005566) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T19:27Z 16.9K followers, 1495 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 16.8K followers, 7558 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, 3588 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 📉"  
[X Link](https://x.com/1CoastalJournal/status/1976758467361964229) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-10T21:15Z 16.8K followers, 2870 engagements


"You dont wish it because certain people get hurt but it could happen in 2026. -CEO $JPM JAMIE DIMON"  
[X Link](https://x.com/1CoastalJournal/status/1978318145862705453) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T04:32Z 16.8K followers, 2345 engagements


"@FirstSquawk Wheres the cash $ASML why are AR rising 2x cash"  
[X Link](https://x.com/1CoastalJournal/status/1978483915477381377) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T15:31Z 16.9K followers, XXX engagements


"Full details Nvidia invests $100B in OpenAI which spends it on Nvidia chips. AMD joins with a $10s of B deal + $XXXX warrants. Same dollars circle booked twicegrowth on paper cash in circles"  
[X Link](https://x.com/1CoastalJournal/status/1975284809296715937) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-06T19:39Z 16.9K followers, 48.5K engagements


"Round-tripping amplifies valuation and hides liquidity risk. The AI stocks XX% reported revenue growth shrinks to single-digit real cash inflow once you strip out recycled money. Its an ecosystem feeding on its own reflection"  
[X Link](https://x.com/1CoastalJournal/status/1975409743431934322) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-07T03:55Z 16.9K followers, 2519 engagements


"As Jeff Bezos rightly points out valuations are frequently linked to bubbles. For your reference here are the Nasdaq valuations today which serve as a proxy for the AI Bubble: : PE XX PS XXX PB XXX About 2x higher than the historical average"  
[X Link](https://x.com/1CoastalJournal/status/1975656417442078753) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-07T20:16Z 16.9K followers, 1141 engagements


"🚨 BANK WARNINGS: Western Alliance Jefferies & First Brands Signal Systemic Stress RISK📈 just the start not the end. $WAL tied to First Brands bankruptcy via Jefferies 2x-pledged collateral Tricolor-style fraud Fed discount window 📈"  
[X Link](https://x.com/1CoastalJournal/status/1975967876919255354) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T16:53Z 16.9K followers, 59.7K engagements


"🚨VIX About to Explode Vols swelling like Egons Twinkie $VIX +10% in a month😳 $SPY put/call XXX 🤨 $NVDA & $TSLA: 2.6M call contracts daily $VIX IV XX% into Nov Markets euphoric hedgers terrified. Full report:"  
[X Link](https://x.com/1CoastalJournal/status/1975999642098860523) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-08T19:00Z 16.9K followers, 26.7K 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, 1772 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


"🚨BANKS: 📉 The facts that $WAL are taking on heavy losses in the ABS market is starting to spread across other banks $HSBC $JEF $PNC"  
[X Link](https://x.com/1CoastalJournal/status/1976284073862811667) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T13:50Z 16.9K followers, 17.7K engagements


"🚨BANK NEWS: FED IS 🖨💵 Feds repo & discount window usage just surged $10+ Billion in repos/ discount window. Liquidity stress is⚠ $JEF: $715M tied to First Brands $WAL: leveraged exposure via Jefferies facility Watch: $JNK / $HYG ⚠"  
[X Link](https://x.com/1CoastalJournal/status/1976411738934513903) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T22:17Z 16.9K followers, 18.9K engagements


"⚠BREAKING BANKS: 📉 As banks tap the Feds Discount Window risk are now significant as some banks approach 🐻market territory -XX% Over the past week"  
[X Link](https://x.com/1CoastalJournal/status/1976737269429268794) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-10T19:51Z 16.9K followers, 72K 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, 4698 engagements


"$TSM Q3 2025 showed DSO rose to XX days. Free cash flow is 📉 YoY (-24.3%) we cant figure out if their were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard"  
[X Link](https://x.com/1CoastalJournal/status/1978807131932668315) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T12:55Z 16.9K followers, XXX engagements


"@investDRH @GladsResearch Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875803447496910) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:28Z 16.9K followers, 2623 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, 1454 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. 📊 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, 3231 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. 📊 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, 1498 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


"Labor Market Wobble Meets Govt Shutdown Risk 📉 Job openings: 7.23M (-422K YoY -5.5%) 📉 Quits: -75K signaling weaker worker confidence Fed depends on this data for rate calls With a govt shutdown looming missing data means more uncertaintyvolatility"  
[X Link](https://x.com/1CoastalJournal/status/1973033337397862601) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-09-30T14:32Z 16.9K followers, 2103 engagements


"@Protoplasmology Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875759654748331) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:28Z 16.9K followers, 1591 engagements


"@clauner10 Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875910846845260) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:29Z 16.9K followers, 2324 engagements


"@Doug83946987 Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875979562127743) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:29Z 16.9K followers, 1470 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, 2483 engagements


"🚨 Credit Risk Alert Latest 🚨 Tricolor bankruptcy = systemic: $10B liabilities 25k+ creditors 29k loans w/ duplicate VINs ABS downgraded/suspended $170200M hit at $FTIB $JPM $BCS Subprime cracks credit crunch risk. Full report:"  
[X Link](https://x.com/1CoastalJournal/status/1974216451801428324) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-03T20:54Z 16.9K followers, 3534 engagements


"AI Canary in the Coal Mine Somethings dying in the AI 🫧 & it isnt just the canary. $ORCL 🩸 -$100M a qtr 📉 cash flows across the AI stack Bezos warning of an AI 🫧 Want to know whats really going on inside the AI gold rush Link:"  
[X Link](https://x.com/1CoastalJournal/status/1975649456285753593) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-07T19:48Z 16.9K followers, 7198 engagements


"🚨REGIONAL BANKS 🐻📉 Over the past month since the Tricolor bankruptcy & exposure to ABS downgrade to JUNK banks are now in a correction in the verge of a 🐻 market confirm -XX% $WAL $JEF $BCS $BX"  
[X Link](https://x.com/1CoastalJournal/status/1976380343839264791) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-09T20:12Z 16.9K followers, 174.6K engagements


"BANK-BUSTERS: Whos Hiding the 👻 in Wall St Earnings Non-GAAP vs GAAP which numbers can you trust Whos hiding losses behind adjusted profits Which banks face the biggest risk exposure $JPM $GS $WFC $C The full breakdown Link:"  
[X Link](https://x.com/1CoastalJournal/status/1978136843146162483) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-14T16:32Z 16.9K followers, 13.3K engagements


"$ASML Q3 shows a cash gap: Net income about $7.2B but operating cash flow only $6.5B📉 - XX% Accounts receivable 📈 XX% ($4.8B $6.3B) while sales rose just 17%. 🧐 Profits up cash lagginga classic ship-and-book move to juice earnings for the quarter"  
[X Link](https://x.com/1CoastalJournal/status/1978452090499256608) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-15T13:25Z 16.9K followers, 122.2K 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, 2495 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, 282.3K 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 🤨"  
[X Link](https://x.com/1CoastalJournal/status/1978692607669596365) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T05:20Z 16.9K followers, 4791 engagements


"$TSM Q3 2025 DSO 📈 to XX days Free cash flow is 📉 YoY (-24.3%) We cant figure out if there were channel stuffing tricks done to see if AR were juiced meaning if you had record profits you should have record cash they dont. As a foreign issuer TSM does not file a 10Q so a detailed report is hard"  
[X Link](https://x.com/1CoastalJournal/status/1978807592379199837) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T12:57Z 16.9K followers, 7188 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, 477.8K engagements


"$JEF NOW DOWN -XXX% 📉"  
[X Link](https://x.com/1CoastalJournal/status/1978833095575949432) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T14:39Z 16.9K followers, 6911 engagements


"Full report here:"  
[X Link](https://x.com/1CoastalJournal/status/1978875593266811333) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:28Z 16.9K followers, 2957 engagements


"Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875681493971136) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:28Z 16.9K followers, 7354 engagements


"@NeedleStrat Full report here;"  
[X Link](https://x.com/1CoastalJournal/status/1978875847236030765) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T17:29Z 16.9K followers, 2122 engagements


"Gamma Squeeze Into a Gamma 📉 🏦 $KBE BANKS FACE WORST SINGLE DAY DECLINE SINCE SVB -XXX% 📈 $VIX +30% Since our ⚠ Last wk 📉 $QQQ heaviest down vol last week since tariff panic (97M) ⚠ $NVDA -X% dealers forced to hedge 📊 Put/Call 📈 XXX 🔗"  
[X Link](https://x.com/1CoastalJournal/status/1978902819672592416) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T19:16Z 16.9K followers, 29.8K engagements


"$232k $VIX Calls were purchased This trade is highly unusual as it expects the VIX to rise XX% by November XX 😳"  
[X Link](https://x.com/1CoastalJournal/status/1978933878577340863) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T21:19Z 16.9K followers, 5572 engagements


"🚨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, 49K 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, 6677 engagements


"Regional banks Jefferies shares tank as concerns about sour loans grow on Wall Street"  
[X Link](https://x.com/1CoastalJournal/status/1978956971119190435) [@1CoastalJournal](/creator/x/1CoastalJournal) 2025-10-16T22:51Z 16.9K followers, 1739 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


"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 📉 back to $XXX 1990-2000 $XXX 20002011: 📈 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, 4360 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, 2805 engagements


"⚠ $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, 13.7K engagements