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@auquan_ "Banks now have $300B in loans to private-credit lenders. These are the banks that are issuing warning against the lenders and then funding them. Peak 2025: underwriting your own obsolescence. per Moodys"
X Link @auquan_ 2025-10-23T17:03Z XXX followers, XX engagements

"M&A Global M&A: $2.6T YTD (+28%) Fifth Third buys Comerica ($10.9B) SoftBank eyeing ABB Robotics OpenAI rumored XX% of AMD ($20B+) AI isnt just powering deals it is the dealflow"
X Link @auquan_ 2025-10-13T10:15Z XXX followers, XX engagements

"Oracles taking on $XX B in new debt to fuel AI data-centers. JPMorgan & MUFG are leading this AI infrastructures biggest bond deal. Another news says OpenAI might be getting new investments for data centers too. Traditional models cant simulate this scale. Too many entities dependencies and scenarios to crunch manually. Agentic AI builds a living system that tracks exposure rate shocks supply-chain strain and macro ripple effects in real time. You dont model a $XX B move with Excel. You model it with intelligence that thinks for itself"
X Link @auquan_ 2025-10-24T14:18Z XXX followers, XX engagements

"3/ Private credit U.S. banks have $300B loaned to non-bank lenders. Thats XXXX% of total loans up X since 2015. if underwriting cracks correlation will hit harder than rates ever did"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, X engagements

"1/ The chaos you missed in finance while doing hours of (manual) work. 🧵"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, XX engagements

"2/ Markets & macro European markets remain steady while the UK market has experienced a surge. The European Central Bank is anticipated to hold interest rates steady through its October XX meeting. The FTSE XXX hit a record intraday high boosted by strong earnings and commodity prices. Gold prices have fluctuated after recent record highs but its status as a safe-haven asset remains intact"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, XX engagements

"8/ AI in finance Goldmans AI is onboarding 10K staff. Goal: an agentic coworker not a chatbot. OpenAI quietly hired 100+ ex-bankers to train Project Mercury. The real arms race isnt prompts its execution. Agents are the new analysts. (They just dont need lunch breaks.)"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, XX engagements

"9/ AI infrastructure JPM + MUFG prepping $38B in loans for Oracles data centers. Thats not venture capital thats balance-sheet warfare. Everyone talks about AI models. No one talks about the current leverage behind them"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, XX engagements

"10/ ESG & regulation The risk of regulatory fragmentation is on the rise. EU lawmakers have moved to narrow the scope of the Corporate Sustainability Due Diligence Directive (CSDDD). In the United States litigation concerning SEC climate rules remains paused while Exxon is suing California over its state-level climate disclosure laws. Compliance landscapes for ESG are diverging globally"
X Link @auquan_ 2025-10-27T10:50Z XXX followers, XX engagements