Apollo Global Management. Every tracked FinTwit mention of $APO, newest first. 14 mentions since the first on Mar 9, 2026. See the price chart.
June 2026 · 1 mention
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…↗
May 28
TheValueist — $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…
April 2026 · 6 mentions
Apr 16
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…↗
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…↗
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↗
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…
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…↗