💀Exposing Wall St Fraud & Bubbles: Forecasted record high gold prices, inflation crisis.
Wine Country
Joined March 2020
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What I try and do through social media is to challenge everyone to think outside the box based on data, facts, information and a little bit of comedy. please share spread the word and help people understand the #GreatFiatPonziScheme – at San Diego, CA
The Punisher (of Wall ST) retweeted
It’s hilarious that CNBC is running markets in turmoil as the Nasdaq is down -10% from its all time record high and after rising 507% over the past 10 years.
$QQQ
lolz 😂
The Punisher (of Wall ST) retweeted
We aren’t even halfway through our Q3 earnings coverage, and next week will be even crazier than this one, featuring reports from some of the most overvalued stocks in today’s market, including $AAPL , $PLTR , and $AMD .
Make sure you are on the Full Access Investing Team!
🤖 Made with AI
The Punisher (of Wall ST) retweeted
Our earnings coverage & analysis this week have put us back in the Top 40! We continue to provide the cold hard facts based on the bottom line so that YOU can make good informed decisions.
Thank you! 🤝
The Punisher (of Wall ST) retweeted
$INTC crashed -30% in 1 day.
Still has about another -79% downside to go back to $20. ⬇️
PART IV Q3 Tech Earnings : $AMZN & $INTC
You know the narratives. Here's what the earnings actually prove.
☁️ Amazon's empire vs. cash burn
🔥 Intel's Massive Dumpster Fire
🌯 Chipotle: Expensive burritos, expensive stock?
link: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Mains stream analysis on $GOOG earnings shows people are absolutely clueless on how to value the company.
We have you covered in the report below!
Pt 3: Q3 Tech Earnings Teardown 📊
$GOOG : The 16x P/E is an illusion. We ran the VC-adjusted forensic math.
$MSFT : Perfect Azure growth, but hidden risk
The Contagion: Who gets crushed when hyperscaler CAPEX slows?
Read the full analysis: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
CNBC and financial media covering $GOOG decline emphasize a narrative of mediocre search figures, yet that is neither the cause of the stock’s drop nor the rationale for owning the company.
Full details: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
PART IV Q3 Tech Earnings : $AMZN & $INTC
You know the narratives. Here's what the earnings actually prove.
☁️ Amazon's empire vs. cash burn
🔥 Intel's Massive Dumpster Fire
🌯 Chipotle: Expensive burritos, expensive stock?
link: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Let’s review the actual body count from the 2022–2023 inversion:
1. Two consecutive quarters of negative GDP: The commerce department’s revised numbers showed real GDP contracted for two straight quarters in the first half of 2022.
2. A Stock bloodbath: Growth stocks got sawed in half and the S&P 500 dropped -20%.
3. A historic banking crisis: In March of 2023, Silicon Valley Bank, Signature Bank, and First Republic collapsed, forcing the Federal Reserve to invent an emergency bailout facility—the Bank Term Funding Program (BTFP), lending against underwater bonds at 100 cents on the dollar—just to stop a nationwide bank run.
Full details: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Now out!!
Link: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Pt 3: Q3 Tech Earnings Teardown 📊
$GOOG : The 16x P/E is an illusion. We ran the VC-adjusted forensic math.
$MSFT : Perfect Azure growth, but hidden risk
The Contagion: Who gets crushed when hyperscaler CAPEX slows?
Read the full analysis: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Proud to have voted in person for my man @SteveHiltonx
It’s hard to believe someone who is running on common sense, lowering the cost a living directly with a lower state income tax yet their are Dems who refuse to vote for a lower cost of living due to “it’s not my party”
Proud to have voted in person for my man @SteveHiltonx
It’s hard to believe someone who is running on common sense, lowering the cost a living directly with a lower state income tax yet their are Dems who refuse to vote for a lower cost of living due to “it’s not my party”
The Punisher (of Wall ST) retweeted
🚨 AI COMPUTE PART XIII — ANTHROPIC IPO
💰 Wall Street sees revenue and profits. We follow the cold hard cash
🏦 Who finances Claude’s massive compute commitments?
⚡ Who gets paid—and who holds the debt?
🔎 Full forensic Breakdown: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
👀
Chief Market Strategist @GregCrennan told @ArcadiaEconomic : Stock index’s may not crash 📉 -50% but individual stocks missing AI ROI in 26 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!
The Punisher (of Wall ST) retweeted
“This is the same sequence again. Spend cash. Add debt. Consider equity. The AI buildout keeps pulling companies toward the next funding source.”
Link: coastaljournal.substack.com/…
👀
Chief Market Strategist @GregCrennan told @ArcadiaEconomic : Stock index’s may not crash 📉 -50% but individual stocks missing AI ROI in 26 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!
The Punisher (of Wall ST) retweeted
Over the summer in July when the $SOXX peaked, we noted investor demand for ROI and ROIC as a warning that has suddenly become all of the rage after stocks in the sector have crashed.
Classic….
What’s the Deal With AI Investing?
🤖 AI capex: $765B in 2026 → $1.6T by 2031 ???
📊 S&P CAPE near 41, P/E near 29x
🍕 11 AI-linked stocks ≈ 50% of S&P 500
⚠️ Margin debt: $1.42T, +53.7% YoY
💰 Where’s the cash cow product ?
Full report: open.substack.com/pub/coasta…
The Punisher (of Wall ST) retweeted
Earlier this year, we noted investor demand for ROI and ROIC as a warning that has suddenly become all of the rage after stocks in the sector have crashed.
Classic….
⬇️⬇️
AI Debt Leads to the Dark Side
💰 AI spend → Debt
🏦 Debt → Cash flow pressure
📉 Weak cash flow → Lower ROI
📊 Lower ROI → Multiple compression
The $700B+ AI data-center boom looks powerful today. But even Yoda warns: open.substack.com/pub/coasta…
