The Coastal Journal
Knowledge is the edge. The Coastal Journal delivers economic, financial, and market analysis grounded in Austrian economics and forensic accounting.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 379 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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coastaljournal.substack.comLatest Issues
AI Compute PT XIV: AMD & SuperMicro Q3 Earnings are Fugazi?
Wall Streets Smaller Compute Players Adjusted Earnings Beats Are Not Real Organic Growth
Previous Research: The Dark Compute Moment I: The Physical Capacity Map· II: Neoclouds and the ledger · III: The financing machine · IV: The GPU depre...
Q3 2026 Tech Earnings PT V: Apple & Palantir Enter The Valuation Death Zone
Apple at 40x earnings. Palantir at 72x sales. Two Wall Street darlings, $5.47 trillion in combined market value, and almost no room for disappointment.
Previous Q3 Earnings Analysis:
Q3 2026 Tech Earnings PT IV: Amazon & Intel
Amazon Needs To Prove They Can Start Reducing Their Cash Burn, While Intel is Proving Why it Was A Bubble All Year.
Previous Q3 Earnings Analysis:
Q3 2026 Tech Earnings Part III: Microsoft & Google True Detective Case
Separating the Headlines from the Facts of the Business
Previous Q3 Earnings Analysis:
AI COMPUTE PT XIII: Anthropic’s IPO Sheds Light on the Fields of Compute
Anthropic’s $637 Billion Compute Bet—& the Financial Weakness Behind Wall Street’s AI Infrastructure Boom
Anthropic’s IPO reveals thin operating margins and a potential $2 trillion valuation. But can its cash flow support the AI compute bo...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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Top 100 Substack Finance | Institutional macro, forensic balance sheet analysis & company-level market research | Custom-built Market Intelligence
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