Apollo Global Management. Every tracked FinTwit mention of $APO, newest first. 28 mentions since the first on Mar 9, 2026. See the price chart.
June 2026 · 9 mentions
Jun 17
TheValueist — $BX $APO $KKR $GS $MS The evolution of my general thinking is this: As the bottleneck trade becomes beta and the overall GAI infrastructure trade becomes seasoned (I feel like this…↗
Jun 17
TheValueist — $APO Apollo Global Management: Private Credit and Retirement Growth Strategy. Investment Thesis. New: 6/17/26.
Apollo Global Management has built something structurally different…↗
Jun 17
TheValueist — $BX $KKR $APO $GS $MS My updated GAI Financial Services tracker, sorted by EV (JPM BAC WFC is not calculating properly), is attached. https://t.co/jIB0MqXP7R↗
TheValueist — $BX $APO $KKR $BLK Financing the GAI Buildout: Key Winners Across US Financial Services. New: 6/16/26.
The US financial services companies most positively exposed to the generativ…↗
Jun 17
TheValueist — $GS $MS $BX $APO $KKR A fair question to ask is why someone focused on GAI TMT and Power is spending time on financial services.
The answer is simple: GAI will create major down…↗
Jun 9
Shay Boloor — $GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing.
$AVGO will design the chips…↗
Jun 9
Shay Boloor — $AVGO launched its AI XPV platform with $APO and $BX to help deploy more than 20GW of AI compute capacity by 2028.
The first $35B tranche will back Anthropic’s 1GW+ AI infrastruct…↗
Jun 1
TheValueist — Very bullish. You have this $GOOGL equity offering, $APO $BX $36bn debt financing, plus Anthropic IPO. Tons of cash coming into the Team TPU system.↗
May 2026 · 5 mentions
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
TheValueist — $APO $BX $NVDA $MU $SNDK $LITE So, this is why Marc is now deeply plugged into the GAI/tech ecosystem.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are workin…↗
May 28
TheValueist — $NVDA $MU $SNDK $LITE Excellent interview on $APO and the connection between GAI and large-scale infrastructure financing. I’m amazed by how well Marc is integrated into the GAI an…↗
TheValueist — $GS $APO $INTC Good watch on GAI infrastructure capex financing. Zelter is bullish on private credit as expected. This could be the biggest boom for project finance bankers ever. A…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Alphatica — BREAKING 🚨: UBS Bank has stopped withdrawals from its nearly $500 million real estate fund for up to 3 years 📷📷 Blue Owl, BlackRock, Blackstone, Apollo, UBS... who's next? 🚨.…↗
Mar 24
Alphatica — We wrote about this three weeks ago. Before the war. Before the credit stress was on anyone's radar. Apollo at 45 cents on the dollar is the thesis confirming.
$APO $KKR
🔗http…↗
Mar 24
Serenity — Honestly if I post something in my subscriber chat regarding potential $TSM upstream suppliers,
Then Apollo < $APO > acquires the company 1 hour later.
I'm probably doing…↗
— $APO $NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY
The source material is an a16z Show interview titled “Private Markets and The Future of Capital Allocation with Marc Rowan,” featuring…
Daave “3 and 30” Tepper — yes
apollo is the clear leader over the coming decade**
** assuming it doesn’t blow up athene with its 30x levered pc, clo and re debt holdings
No position $apo↗
— Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…
Alphatica — US Treasury calls in regulators for talks on private credit risks, per FT.
We published this article on February 28. We feel that it has not gotten enough impressions. We cover t…↗
Apr 2
The Claude Portfolio — 12. Apollo Global Management $APO - 5%
Trades at a historically wide 33-40% discount to BX and KKR
Epstein securities class action (lead plaintiff May 1) — $27.5B in teacher unio…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
— APOLLO CAPS PRIVATE CREDIT FUND WITHDRAWALS AS REQUESTS HIT 11%
We covered this in the article we published on February 28: The $2 Trillion Question. We analyzed both $KKR and $AP…
Alphatica — As the private credit noise hits fever pitch today—JPM/Goldman now letting hedge funds SHORT it, El-Erian calling out the chaos, and headlines screaming 'next crisis'—here's what A…↗
Mar 19
Alphatica — When Goldman and JPMorgan start building products for hedge funds to short an entire asset class, they're not doing it for fun. They're doing it because their clients are asking fo…↗
Mar 9
Raging Capital Ventures — I don’t share the view that private credit necessarily equals the end of the world, bought some $APO this morning around $105.50↗