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 |
|---|---|---|---|---|
 @carlquintanillaViews › | 0 | 0 | 0 | 1 |
 @bespokeinvestViews › | 0 | 0 | 2 | 0 |
@bespokeinvest: Private equity stocks have been torched; Carlyle $CG, Blackstone $BX, Blue Owl $OWL, and KKR $KKR are all more than 15% below their 50-DMAs.@bespokeinvest: An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWLPartly aligned. No clearly opposing views so far.
@bespokeinvestViews ›@carlquintanillaViews ›@carlquintanilla) @knowledge_vital: headlines like a Blackstone backed data center operator delaying its Singapore IPO and AI borrowing slowing are why AI trades poorly; slower debt and equity issuance would hurt capex.@bespokeinvest: Private equity stocks have been torched; Carlyle $CG, Blackstone $BX, Blue Owl $OWL, and KKR $KKR are all more than 15% below their 50-DMAs. (Bearish)Private equity stocks have been torched; Carlyle $CG, Blackstone $BX, Blue Owl $OWL, and KKR $KKR are all more than 15% below their 50-DMAs.
Private equity stocks have been absolutely torched. Carlyle $CG, Blackstone $BX, Blue Owl $OWL, and KKR $KKR are all now more than 15% below their 50-DMAs.
Reasoning: Technicals · Short term Specific
An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWL
An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWL
Reasoning: Technicals · Medium term
(Reposted by @carlquintanilla) @knowledge_vital: headlines like a Blackstone backed data center operator delaying its Singapore IPO and AI borrowing slowing are why AI trades poorly; slower debt and equity issuance would hurt capex.
It's headlines like these that are causing AI to trade poorly (not Hock Tan's "casino" remark). Capital markets issuance is critical for the sector's spending outlook. If debt/equity sales slow, it will negatively impact capex. "Blackstone-Backed Hyperscale Data-Center Operator Delays Singapore IPO" - WSJ "AI borrowing slows as investors grow wary of debt binge" - FT
Reasoning: Fundamentals · Medium term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.