💀Exposing Wall St Fraud & Bubbles: Forecasted record high gold prices, inflation crisis.
Wine Country
Joined March 2020
- Tweets144K
- Following2.8K
- Followers11.3K
- Likes497K
Pinned Tweet
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
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…
The Punisher (of Wall ST) retweeted
🚨 Why Are AI Compute Stocks Falling?
The warning signs were there. So why NOW?
🏦 What changed inside the Financial Matrix?
⚙️ Where else are the gears slowing?
🧨 Which stocks could be next?
$QQQ $SOXX $CRWV $NVDA
Full report: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Elon is basically confirming the math we did earlier the year….
Welcome to the Era of AI Dark compute
Details: coastaljournal.substack.com/…
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
The Punisher (of Wall ST) retweeted
Elon is basically confirming the math we did earlier the year….
Welcome to the Era of AI Dark compute
Details: coastaljournal.substack.com/…
The Punisher (of Wall ST) retweeted
Elon “ As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
AI Dark Compute?
AI Dark Compute ⚫️
“You spent $150K on something you could’ve got for $1.50.”
That’s not a movie line. That’s AI capex today.
$600B+ in data centers.
📉 unit costs.
📈 supply.
Shrinking pricing power.
When efficiency outruns monetization, equity pays.
open.substack.com/pub/coasta…