Blackstone. Every tracked FinTwit mention of $BX, newest first. 37 mentions since the first on Jan 29, 2026. See the price chart.
June 2026 · 11 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 — $BX Blackstone: Navigating the Private Wealth and AI Infrastructure Inflection. Investment Thesis. New: 6/17/26.
Blackstone's scale at $1.3 trillion in assets under management is…↗
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 4
George Noble — FROM THE ORACLE AT 82 DEVONSHIRE:
BLACKSTONE $BX
1) People want their money and can't get it. Not exactly a way to make friends of your investors.
2) Who is going to commit to…↗
Jun 2
TheValueist — $GOOGL $AVGO $APX $BX RESEARCH NOTE - Anthropic-Google TPU Capital Stack: AI Infrastructure Becomes A Balance Sheet Trade
https://t.co/Mx0Q750EJG
Bottom Line: The Anthropic-Googl…↗
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 · 13 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 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
TheValueist — $KKR $BX launching/launched multiple standalone entities for both GAI infrastructure investments AND portfolio companies' GAI operations integration. Mega-cap PE often always the t…↗
Apr 20
James East — Ki, the digital and algorithmically driven Lloyd’s follow platform owned by Fairfax $FFH.TO and Blackstone $BX, has entered into a strategic partnership with specialist insurer Tok…↗
Shay Boloor — Anthropic is in talks with PE firm $BX to form an AI-focused venture that would sell Claude & implementation support to portfolio companies.
The structure would give Anthropi…↗
Mar 4
Nick Colas & Jessica Rabe (DataTrek) — US single B corporate bond spreads over Treasuries hit a 9-month high last Friday but are still not at truly concerning levels. The spillover from private credit woes is limited f…↗
February 2026 · 1 mention
Feb 25
James East — Citi $C sells another 24% in Mexican Banamex to Qatar Investment Authority, Blackstone $BX, and others. https://t.co/wMiBq2ljOH↗
— $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…
The Future Investors — $GOOGL $BX Blackstone and Google launched a major AI infrastructure venture to offer cloud access to Google’s TPUs 🤖⚡
▪️ Blackstone commits $5B upfront
▪️ Total investment could…↗
May 19
TheValueist — $GOOGL $BX EXECUTIVE OVERVIEW
Google’s TPU cloud joint venture with Blackstone is strategically more important than the headline $5 billion equity commitment implies. The transact…↗
May 19
TheValueist — $GOOGL $BX While we are discussing psychology, recognizing my confirmation bias in this TPU situation was key to me sizing up my GOOGL position. It's better to realize it late than…↗
May 19
Shay Boloor — $GOOGL and $BX are reportedly launching a new AI neocloud company with Blackstone providing $5B in equity and Google supplying TPUs, software and services.
The goal is to bring 50…↗
Ray Wang — $GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027. https://t.co/iGIw26QQaz↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗