The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @jam_croissantViews › | 0 | 0 | 1 | 0 |
 @RedDogT3Views › | 0 | 0 | 0 | 1 |
 @bespokeinvestViews › | 0 | 2 | 0 | 0 |
 @SJosephBurnsViews › | 0 | 0 | 0 | 1 |
 @Mr_DerivativesViews › | 0 | 0 | 1 | 1 |
 @PeterSchiffViews › | 0 | 1 | 0 | 0 |
 @garyblack00Views › | 0 | 0 | 0 | 1 |
 @TrendSpiderViews › | 0 | 0 | 1 | 0 |
 @KobeissiLetterViews › | 0 | 0 | 1 | 0 |
 @petenajarianViews › | 0 | 1 | 1 | 2 |
 @leadlagreportViews › | 0 | 1 | 0 | 0 |
@petenajarian: (Reposted by @petenajarian) $1.2B penalty. Bank of America $BAC falls about 7% after Treasury fines it for anti-money-laundering failures. Profit drops 17% to $6.93B, and even without the fine EPS of about $1.08 misses $1.10.@KobeissiLetter: @KobeissiLetter: Bank of America $BAC falls over 8% after the bank was fined $1.2 billion over money laundering violations, while US CPI inflation pushes rate hike expectations higher. The stock has erased $30 billion of market cap today.@TrendSpider: $BAC Q3 earnings double miss: Adj. EPS $1.08 vs $1.11 est, Sales $29.96B vs $30.69B est.Partly aligned. No clearly opposing views so far.
@leadlagreportViews ›@leadlagreport notes $MS beat with $3.03 vs $2.93 expected but dropped almost 3%, $BAC fell nearly 5% on a $1.2B fine despite NII up 8%, arguing the tape is trading rates not earnings.@petenajarianViews ›@petenajarian) $BAC quick translation: an anti-money-laundering fine means regulators think the bank didn't watch where money was moving closely enough. bull take: fines are one-time hits. bear take: the quarter missed even without it. one-off or warning shot?@KobeissiLetterViews ›@KobeissiLetter: Bank of America $BAC falls over 8% after the bank was fined $1.2 billion over money laundering violations, while US CPI inflation pushes rate hike expectations higher. The stock has erased $30 billion of market cap today.@TrendSpiderViews ›@Mr_DerivativesViews ›@garyblack00Views ›@garyblack00: US stocks edged higher (SPX +0.2%, NDX flat) on strong $ASML results ahead of bank earnings and September CPI. Brent fell to $106, 10 year yield slipped to 5.19%, Bitcoin rose to $83.6K. ASML +2.5%; $BLK, $BAC and $MS report today.@PeterSchiffViews ›@PeterSchiff says regulators fined Bank of America $1.2 billion for admitted anti money laundering violations, including failing to report over $5 billion in suspicious activity, without shutting it down, while his own bank was suspended despite no violations found.@bespokeinvestViews ›@SJosephBurnsViews ›@jam_croissantViews ›@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。@petenajarian: (Reposted by @petenajarian) $BAC quick translation: an anti-money-laundering fine means regulators think the bank didn't watch where money was moving closely enough. bull take: fines are one-time hits. bear take: the quarter missed even without it. one-off or warning shot? (Neutral)@jam_croissant: （@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。 (Bearish)@leadlagreport notes $MS beat with $3.03 vs $2.93 expected but dropped almost 3%, $BAC fell nearly 5% on a $1.2B fine despite NII up 8%, arguing the tape is trading rates not earnings.
Morgan Stanley beat and fell. Bank of America missed and fell. $MS earned $3.03 vs $2.93 expected and still dropped almost 3%. $BAC fell nearly 5% on a $1.2B fine while net interest income rose 8%. When both sell, the tape is trading rates, not earnings.
Reasoning: Macro
(Reposted by @petenajarian) $BAC quick translation: an anti-money-laundering fine means regulators think the bank didn't watch where money was moving closely enough. bull take: fines are one-time hits. bear take: the quarter missed even without it. one-off or warning shot?
@MarketRebels @petenajarian 
@jonnajarian $BAC
quick translation: an anti-money-laundering fine means regulators think the bank didn't watch where money was moving closely enough. bull take: fines are one-time hits. bear take: the quarter missed even without it. one-off or warning shot?
Reasoning: Fundamentals
(Reposted by @petenajarian) $1.2B penalty. Bank of America $BAC falls about 7% after Treasury fines it for anti-money-laundering failures. Profit drops 17% to $6.93B, and even without the fine EPS of about $1.08 misses $1.10.
$1.2B penalty. Bank of America $BAC falls about 7% after Treasury fines it for anti-money-laundering failures. Profit drops 17% to $6.93B, and even without the fine EPS of about $1.08 misses $1.10. @petenajarian @jonnajarian tally the damage because #ITSNOTANOPTION 📙 Virtual RebelCon Oct 20-21 $295 👉 https://marketrebellion.com/rebelcon-2026-virtual
Reasoning: Fundamentals · Short term Specific
@KobeissiLetter: Bank of America $BAC falls over 8% after the bank was fined $1.2 billion over money laundering violations, while US CPI inflation pushes rate hike expectations higher. The stock has erased $30 billion of market cap today.
BREAKING: Bank of America stock, $BAC, falls over -8% after the bank was fined $1.2 billion over money laundering violations and US CPI inflation pushes rate hike expectations higher. The stock has now erased -$30 billion of market cap today.
Reasoning: Catalyst · Short term
$BAC Q3 earnings double miss: Adj. EPS $1.08 vs $1.11 est, Sales $29.96B vs $30.69B est.
$BAC Q3 EARNINGS DOUBLE MISS 🩸 Adj. EPS: $1.08 vs $1.11 est ❌ Sales: $29.96B vs $30.69B est ❌
Reasoning: Fundamentals · Short term Specific
Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
Financials last 24 hrs off earnings: $GS red $JPM red $WFC red $MS red $BAC red $C red OUCH!!!!
Reasoning: Fundamentals · Short term
(Reposted by @petenajarian) Market Rebellion announces Rebel’s Edge starting now at 1pm lineup: #VIX $CRWV $STT $BAC $PGR with @petenajarian on Chargers 0-5, Northwestern #ITSNOTANOPTION.
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Reasoning: Not tagged by analyst
(Reposted by @petenajarian) @jonnajarian promotes the 1pm lineup for Rebel’s Edge, covering #VIX $CRWV $STT $BAC $PGR, along with Najarian Sports with @petenajarian on the Chargers 0-5 and Northwestern.
Rebel’s Edge 🏴☠️ 1pm Line up: #VIX $CRWV $STT $BAC $PGR 🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Chargers 0-5, Northwestern #ITSNOTANOPTION 📙
Reasoning: Not tagged by analyst
@garyblack00: US stocks edged higher (SPX +0.2%, NDX flat) on strong $ASML results ahead of bank earnings and September CPI. Brent fell to $106, 10 year yield slipped to 5.19%, Bitcoin rose to $83.6K. ASML +2.5%; $BLK, $BAC and $MS report today.
U.S. stocks edged higher (SPX +0.2%, NDX flat) on strong $ASML earnings and guidance ahead of more bank results and September CPI. Brent fell to $106, and the 10-year treasury yield slipped to 5.19%. Bitcoin rose to $83.6K, and gold/silver moved lower. ASML rose +2.5% on robust demand and guidance, while chips were mixed and Tesla was flat. Financials $BLK, $BAC and $MS report today amid higher expected interest rates and dealmaking concerns. NY Fed President John Williams expects one more rate hike this year but none in 2027. S&P 2026 EPS estimates imply a 21.3x P/E and inverted 4.7% earnings yield vs. Treasuries, reminiscent of the late-1990s bubble, though yields may ease as the Iran conflict ends. $TSLA remains unattractive at a high 2026 P/E of 230x vs +45% long-term earnings growth amid declining estimates and continued commoditization of autonomy.
Reasoning: Macro
@Mr_Derivatives, replying to @SPXVIX, lists upcoming catalysts in order: CPI, $ASML, $BAC, $MS, then $TSM.
@SPXVIX Lmao!! My mind is all over the place. But ya first thing first! CPI, ASML, BAC, MS, then TSM…
Reasoning: Catalyst
Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF
Reasoning: Not tagged by analyst
REST UP! Big week coming with CPI PPI $JPM $GS $C $ASML $BAC $UNH and more! Get Monday's game plan: 📩 https://t3live.com/rd
Reasoning: Not tagged by analyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.