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 › | 1 | 0 | 0 | 0 |
 @bespokeinvestViews › | 0 | 2 | 0 | 0 |
 @TrendSpiderViews › | 1 | 1 | 0 | 0 |
 @SJosephBurnsViews › | 0 | 0 | 0 | 1 |
 @Mr_DerivativesViews › | 0 | 0 | 1 | 1 |
 @garyblack00Views › | 0 | 0 | 0 | 1 |
 @leadlagreportViews › | 0 | 1 | 0 | 0 |
@TrendSpider: $MS Q3 earnings beat: EPS $3.03 vs $2.92 est, Sales $20.34B vs $19.95B est.@RedDogT3: Day#3 of the banks bounce off the 200day. Earnings next week. $jpm held in best. $ms a higher low and $gs playing a little catch up
Helping the $spy see $779 area@Mr_Derivatives: Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!@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。Clear split. Accounts are on both sides; see the two columns above for where they differ.
@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.@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.@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。@TrendSpider: $MS Q3 earnings beat: EPS $3.03 vs $2.92 est, Sales $20.34B vs $19.95B est. (Bullish)@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
$MS Q3 earnings beat: EPS $3.03 vs $2.92 est, Sales $20.34B vs $19.95B est.
$MS Q3 EARNINGS EPS: $3.03 vs $2.92 est ✅ Sales: $20.34B vs $19.95B 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
Tomorrow brings results from ASML $ASML, Bank of America $BAC, BlackRock $BLK, Morgan Stanley $MS, Progressive $PGR, State Street $STT, and Fastenal $FAST, all before the open.
Tomorrow brings results from ASML $ASML, Bank of America $BAC, BlackRock $BLK, Morgan Stanley $MS, Progressive $PGR, State Street $STT, and Fastenal $FAST, all before the open.
Reasoning: Not tagged by analyst
@TrendSpider notes Morgan Stanley $MS is back at a familiar line in the sand. Quoted post highlights investment banks printing since late 2023, with Goldman Sachs $GS +289% and Morgan Stanley $MS +208%.
Morgan Stanley $MS back at a familiar line in the sand
Reasoning: Technicals
@bespokeinvest flags a big week for bank earnings, with all six majors $C $GS $JPM $WFC $BAC $MS reporting Tuesday or Wednesday morning.
A big week for bank earnings, with all six of the majors reporting on either Tuesday or Wednesday morning. $C $GS $JPM $WFC $BAC $MS
Reasoning: Catalyst Specific
@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
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.