[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@LouisDooley](/creator/twitter/LouisDooley) "They helped Sudans government commit genocide by providing banking services that violated American sanctions. The jury ordered BNP Paribas to pay $XXXX million to three Sudanese plaintiffs who gave testimony about human rights abuses. This verdict opens the possibility for billions of dollars in compensation from BNP Paribas from tens of thousands of Sudanese refugees. The French S&P credit downgrade probably added to the negative sentiment as well" [X Link](https://x.com/LouisDooley/status/1980255841929609307) [@LouisDooley](/creator/x/LouisDooley) 2025-10-20T12:52Z XXX followers, XXX engagements "Will be closely watching $EQR to confirm the break out of this channel w/ 4.5c the key mark. Should we see this break confirmed strong moves higher will likely follow in accordance with this textbook long term cup & handle formation" [X Link](https://x.com/LouisDooley/status/1976166938989740437) [@LouisDooley](/creator/x/LouisDooley) 2025-10-09T06:04Z XXX followers, 1123 engagements "#Trump x China on rare earth refining have seen $EQR break out of multi hear down trend - and seemingly thje multi year cup and handle. Will be watching for the close today. Major vols are a good sign. As the worlds largest non-Chinese owned tungsten producer - I think strong moves have lagged the broader industry bid on balance sheet worries but the macro tailwinds look like they are taking over (at least in the short term)" [X Link](https://x.com/LouisDooley/status/1977535628624740427) [@LouisDooley](/creator/x/LouisDooley) 2025-10-13T00:43Z XXX followers, XXX engagements "EQ Resources ( $EQR ) has been in a downtrend channel since mid-2023 but todays strong +7% break has price wicking above the upper band. Resistance remains in play however watch for confirmation above this channel for cup & handle set up. #ASX #SmallCaps" [X Link](https://x.com/LouisDooley/status/1977887203528450078) [@LouisDooley](/creator/x/LouisDooley) 2025-10-14T00:00Z XXX followers, XXX engagements "@moninvestor MSFT META ORCLAMZN have all issued major bonds in recent months. It was via cashflow - its increasingly debt" [X Link](https://x.com/LouisDooley/status/1979830177153847362) [@LouisDooley](/creator/x/LouisDooley) 2025-10-19T08:41Z XXX followers, XXX engagements "Meta secured $XX billion in financing for its AI-driven Louisiana data center build including $XX billion in debt primarily structured as investment-grade bonds backed by assets. The deal led by Pimco and Morgan Stanley marks one of the largest private credit/data infrastructure financings ever seen. In late September 2025 Oracle launched a massive $XX billion debt issuance one of the years largest corporate deals. The offering spans maturities from 2030 to 2065 with part of the funds directed toward AI infrastructure expansion and new data center construction serving clients like OpenAI and" [X Link](https://x.com/LouisDooley/status/1979832083918057911) [@LouisDooley](/creator/x/LouisDooley) 2025-10-19T08:48Z XXX followers, XXX engagements "Considering none of the hyperscalers are generating a short term return on assets with rapid depreciation schedules I wouldnt be surprised to see major scaling back of spending plans (just like we saw $META do so in their digital reality labs). Markets will see it as a major positive for earnings and the narrative will shift form AI Utopia to Margin Expansion bonanza" [X Link](https://x.com/LouisDooley/status/1979832973534101749) [@LouisDooley](/creator/x/LouisDooley) 2025-10-19T08:52Z XXX followers, XX engagements "The core businesses of all of these hyper scalers are wildly profitable/cashflow generative and are currently masking the effect of this capex. While I don't think it will result in major earnings declines - I think it's a concern that for every dollar of CAPEX they are not generating a Return (via EBITDA or EPS growth). Most of them are actually losing 80c for every dollar spent AND that assumes ALL the growth is attributed to that capex which is not the case. So if they aren't getting a return now and the value of the capex rapidly depreciates YoY at some point the market will want them to" [X Link](https://x.com/LouisDooley/status/1980081571895075083) [@LouisDooley](/creator/x/LouisDooley) 2025-10-20T01:20Z XXX followers, XX engagements "@mondyinvest @ImmaYieldGuy Always seen this as a potential takeover from Entain. Signed an exclusive X year deal for Neds and Ladbrokes and theyre still on the register at 10%. Have had that stake since the IPO" [X Link](https://x.com/LouisDooley/status/1980256942393270337) [@LouisDooley](/creator/x/LouisDooley) 2025-10-20T12:57Z XXX followers, XX engagements "Good to see $EQR resistance turning into support here. Will continue to move on political turbulence in Rare Earths but as the worlds the largest non-Chinese tungsten producer provided they can manage their balance sheet - looks like decent way to have a horse in the race" [X Link](https://x.com/LouisDooley/status/1980473117479956953) [@LouisDooley](/creator/x/LouisDooley) 2025-10-21T03:16Z XXX followers, XXX engagements "The absolute disregard for the labour market is wild. Wage growth decreasing at a rate of knots - new jobs at the lowest level seen in X years & unemployment is rising .Market posted XX new all time highs (per @SethCL ) this year" [X Link](https://x.com/LouisDooley/status/1975061610625630483) [@LouisDooley](/creator/x/LouisDooley) 2025-10-06T04:52Z XXX followers, XXX engagements "How's the timing @rhysdiab . $JIN acquiring Dream Car Giveaways (DCG) for A$109.9m consideration comprising of A$75m in upfront cash A$10.2 equity component and an earnout payment of up to A$24.5m payable post XX Dec 2026 subject to achieving certain growth and earnings hurdles. The acquisition generated annualised pro-forma EBITDA of A$16.9m and is expected to be double digit EPS accretive in the first year" [X Link](https://x.com/LouisDooley/status/1978247094239641689) [@LouisDooley](/creator/x/LouisDooley) 2025-10-14T23:50Z XXX followers, XXX engagements "$BTC has broken back below its 200-day moving average and sits under all key daily moving avg's the XX XXX and XXX DMA. It wicked the XX only to be sold back down. The 200-day is currently acting as resistance currently capping any attempt at recovery. Both acceleration and momentum indicators remain stuck below neutral unable to meaningfully shift back and hold positive territory. Until those metrics turn downside pressure persists" [X Link](https://x.com/LouisDooley/status/1981158497992790324) [@LouisDooley](/creator/x/LouisDooley) 2025-10-23T00:39Z XXX followers, XX engagements "Citi recently defined a bubble as +2std Dev above the mean on price movement. The below shows a regression channel (+/- X std Dev) of the $SPX from the low of the dot com bubble pop in 2002. We are now more than X std Deviations above the mean. The second image is the same regression channel from the bottom of the XX crash to the top of the dot com bubble" [X Link](https://x.com/LouisDooley/status/1980116396081316134) [@LouisDooley](/creator/x/LouisDooley) 2025-10-20T03:38Z XXX followers, 2043 engagements "$NFLX closed XX% off last night following its earnings miss. Earnings per share (EPS): $XXXX missing analyst expectations ($6.94-$6.97 range) and Netflix's own forecast ($6.87) but up from $XXXX a year ago. Net income: $XXX billion below the forecast of $XXXX billion. Revenue: $XXXXX billion in line with expectations (17% YoY growth). Operating margin: XX% lower than guidance of XXXX% due to a one-time unexpected $XXX million expense from a Brazilian tax dispute. Guidance for Q4 is slightly above Wall Street consensus" [X Link](https://x.com/LouisDooley/status/1981139604360351973) [@LouisDooley](/creator/x/LouisDooley) 2025-10-22T23:24Z XXX followers, XX engagements "2 things - X. your returns slightly differ. X. This assumes the adviser is unable to generate any alpha for the client. There are ample levers to pull in relation to investment alpha generation as well as tax alpha/structuring benefits that can be derived from informed advice. If the returns are the same sure there is a cost savings but the investor/retiree needs to do everything themselves so what do you value the time. If they have a good adviser who can perform in line with market net of fees its only $80k over XX years.If they can outperform your data entirely inverts and there is a major" [X Link](https://x.com/LouisDooley/status/1981185406336192601) [@LouisDooley](/creator/x/LouisDooley) 2025-10-23T02:26Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LouisDooley
"They helped Sudans government commit genocide by providing banking services that violated American sanctions. The jury ordered BNP Paribas to pay $XXXX million to three Sudanese plaintiffs who gave testimony about human rights abuses. This verdict opens the possibility for billions of dollars in compensation from BNP Paribas from tens of thousands of Sudanese refugees. The French S&P credit downgrade probably added to the negative sentiment as well"
X Link @LouisDooley 2025-10-20T12:52Z XXX followers, XXX engagements
"Will be closely watching $EQR to confirm the break out of this channel w/ 4.5c the key mark. Should we see this break confirmed strong moves higher will likely follow in accordance with this textbook long term cup & handle formation"
X Link @LouisDooley 2025-10-09T06:04Z XXX followers, 1123 engagements
"#Trump x China on rare earth refining have seen $EQR break out of multi hear down trend - and seemingly thje multi year cup and handle. Will be watching for the close today. Major vols are a good sign. As the worlds largest non-Chinese owned tungsten producer - I think strong moves have lagged the broader industry bid on balance sheet worries but the macro tailwinds look like they are taking over (at least in the short term)"
X Link @LouisDooley 2025-10-13T00:43Z XXX followers, XXX engagements
"EQ Resources ( $EQR ) has been in a downtrend channel since mid-2023 but todays strong +7% break has price wicking above the upper band. Resistance remains in play however watch for confirmation above this channel for cup & handle set up. #ASX #SmallCaps"
X Link @LouisDooley 2025-10-14T00:00Z XXX followers, XXX engagements
"@moninvestor MSFT META ORCLAMZN have all issued major bonds in recent months. It was via cashflow - its increasingly debt"
X Link @LouisDooley 2025-10-19T08:41Z XXX followers, XXX engagements
"Meta secured $XX billion in financing for its AI-driven Louisiana data center build including $XX billion in debt primarily structured as investment-grade bonds backed by assets. The deal led by Pimco and Morgan Stanley marks one of the largest private credit/data infrastructure financings ever seen. In late September 2025 Oracle launched a massive $XX billion debt issuance one of the years largest corporate deals. The offering spans maturities from 2030 to 2065 with part of the funds directed toward AI infrastructure expansion and new data center construction serving clients like OpenAI and"
X Link @LouisDooley 2025-10-19T08:48Z XXX followers, XXX engagements
"Considering none of the hyperscalers are generating a short term return on assets with rapid depreciation schedules I wouldnt be surprised to see major scaling back of spending plans (just like we saw $META do so in their digital reality labs). Markets will see it as a major positive for earnings and the narrative will shift form AI Utopia to Margin Expansion bonanza"
X Link @LouisDooley 2025-10-19T08:52Z XXX followers, XX engagements
"The core businesses of all of these hyper scalers are wildly profitable/cashflow generative and are currently masking the effect of this capex. While I don't think it will result in major earnings declines - I think it's a concern that for every dollar of CAPEX they are not generating a Return (via EBITDA or EPS growth). Most of them are actually losing 80c for every dollar spent AND that assumes ALL the growth is attributed to that capex which is not the case. So if they aren't getting a return now and the value of the capex rapidly depreciates YoY at some point the market will want them to"
X Link @LouisDooley 2025-10-20T01:20Z XXX followers, XX engagements
"@mondyinvest @ImmaYieldGuy Always seen this as a potential takeover from Entain. Signed an exclusive X year deal for Neds and Ladbrokes and theyre still on the register at 10%. Have had that stake since the IPO"
X Link @LouisDooley 2025-10-20T12:57Z XXX followers, XX engagements
"Good to see $EQR resistance turning into support here. Will continue to move on political turbulence in Rare Earths but as the worlds the largest non-Chinese tungsten producer provided they can manage their balance sheet - looks like decent way to have a horse in the race"
X Link @LouisDooley 2025-10-21T03:16Z XXX followers, XXX engagements
"The absolute disregard for the labour market is wild. Wage growth decreasing at a rate of knots - new jobs at the lowest level seen in X years & unemployment is rising .Market posted XX new all time highs (per @SethCL ) this year"
X Link @LouisDooley 2025-10-06T04:52Z XXX followers, XXX engagements
"How's the timing @rhysdiab . $JIN acquiring Dream Car Giveaways (DCG) for A$109.9m consideration comprising of A$75m in upfront cash A$10.2 equity component and an earnout payment of up to A$24.5m payable post XX Dec 2026 subject to achieving certain growth and earnings hurdles. The acquisition generated annualised pro-forma EBITDA of A$16.9m and is expected to be double digit EPS accretive in the first year"
X Link @LouisDooley 2025-10-14T23:50Z XXX followers, XXX engagements
"$BTC has broken back below its 200-day moving average and sits under all key daily moving avg's the XX XXX and XXX DMA. It wicked the XX only to be sold back down. The 200-day is currently acting as resistance currently capping any attempt at recovery. Both acceleration and momentum indicators remain stuck below neutral unable to meaningfully shift back and hold positive territory. Until those metrics turn downside pressure persists"
X Link @LouisDooley 2025-10-23T00:39Z XXX followers, XX engagements
"Citi recently defined a bubble as +2std Dev above the mean on price movement. The below shows a regression channel (+/- X std Dev) of the $SPX from the low of the dot com bubble pop in 2002. We are now more than X std Deviations above the mean. The second image is the same regression channel from the bottom of the XX crash to the top of the dot com bubble"
X Link @LouisDooley 2025-10-20T03:38Z XXX followers, 2043 engagements
"$NFLX closed XX% off last night following its earnings miss. Earnings per share (EPS): $XXXX missing analyst expectations ($6.94-$6.97 range) and Netflix's own forecast ($6.87) but up from $XXXX a year ago. Net income: $XXX billion below the forecast of $XXXX billion. Revenue: $XXXXX billion in line with expectations (17% YoY growth). Operating margin: XX% lower than guidance of XXXX% due to a one-time unexpected $XXX million expense from a Brazilian tax dispute. Guidance for Q4 is slightly above Wall Street consensus"
X Link @LouisDooley 2025-10-22T23:24Z XXX followers, XX engagements
"2 things - X. your returns slightly differ. X. This assumes the adviser is unable to generate any alpha for the client. There are ample levers to pull in relation to investment alpha generation as well as tax alpha/structuring benefits that can be derived from informed advice. If the returns are the same sure there is a cost savings but the investor/retiree needs to do everything themselves so what do you value the time. If they have a good adviser who can perform in line with market net of fees its only $80k over XX years.If they can outperform your data entirely inverts and there is a major"
X Link @LouisDooley 2025-10-23T02:26Z XXX followers, XXX engagements
/creator/twitter::1148882108334534657/posts