Who mentions $OWL most on Surfaced?

@stockjabber (Edwin Dorsey) mentions $OWL most — 3 mentions in the past 12 months.

When was $OWL first mentioned on Surfaced?

The earliest tracked mention of $OWL in the Surfaced archive was on Oct 15, 2025.

How many voices track $OWL?

16 FinTwit voices have mentioned $OWL 25 times in the past 12 months.

What kind of voices mention $OWL most?

$OWL is mentioned most by Long Research voices on Surfaced.

$OWL — FinTwit mentions on Surfaced

Recent calls

6 calls

@alphaticaioMay 29, 2026 · 5:58 PM

Just In: Blue Owl Capital at Bernstein today. The private credit data is worth reading. Non-accruals well below 1%. Portfolio companies growing revenue and EBITDA at high single digits. Credit quality described as robust with no broad-based performance issues. That is the direct lending market telling you the credit cycle has not turned. The details: Triple net lease and digital infrastructure pipelines at record levels. Real assets and asset-backed products seeing strong investor demand with low loss rates. Spreads in direct lending have normalized. Deal flow expected to improve as M&A activity picks up. The one number to watch: retail fundraising for direct lending is down in Q2 2026. Management says tone is improving and recovery is underway. If that reverses, the fee-related earnings growth target of high single digits holds. The macro read from management: US economy is strong. Rates staying higher for longer. Private credit is the beneficiary, not the victim. OWL at $10.32. The private credit complex is not showing stress. The data says the opposite. $SPY $OWL

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@gnoble79Apr 6, 2026 · 5:03 PM

Marc Lipschultz please call your office. Doug Ostrover, Alan Kirshenbaum and you epitomize everything that is wrong with Wall Street. You have perfected the art of legal fraud. Mark to model, gotcha footnotes, selective disclosure, selling an illiquid product to retail investors - the list goes on. “When things are not obvious, they are not obvious for a reason.” Andy Fastow would like to have a word with you. Your words ring hollow. Nobody believes you. History will not be kind to you. Investors should run, not walk from anything that is associated with Blue Owl. JUST SAY NO TO PRIVATE CREDIT @MarcLipschultz $OWL

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@yasutaketinFeb 22, 2026 · 1:49 AM

ブルー・アウル・キャピタル（ $OWL ）はAIインフラ融資における主要なプライベート・クレジット企業として注目されているが、ネット上で広まっている説は単純化されすぎており、株価は前年比で約55％下落している。・ブルー・アウルはMetaのAIデータセンター・エコシステム向けに、機関投資家と協力して約270億ドルのパッケージを構築する支援を行った。・同社の株価は前年比で急落しているが、これは純粋なAIバブルの崩壊ではなく、クレジット市場のストレスやファンドの解約変更に伴う売りが原因である。・オラクルのミシガン州における100億ドルのAIセンター案件への融資を同社が見送ったとの報道があるが、オラクル側は他パートナーとの交渉継続を明かしており、情報は錯綜している。・CoreWeaveのプロジェクトに関連した40億ドルの第三者債務調達が貸し手を集められなかった際、ブルー・アウルはそのプロジェクトへの資金供給は継続されていると述べている。・AIデータセンターは高額で負債比率も高くなる傾向にあるが、一連の動きはクレジット市場の警戒感を示しているに過ぎず、決定的な信用崩壊を意味するものではない。・同社はクレジット市場とAI設備投資の関係を追う上で注視すべき存在だが、実証されていない主張やシステム全体の崩壊を前提とした極端な見方は避けるべきである。

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@amitisinvestingDec 17, 2025 · 7:09 PM

$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl, a private credit lender, has been financing a TON of these new datacenter deals, including many from $META. Today, they came out and said they would not be taking on one of Oracle’s $10B datacenter deals. Now, Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owl’s hesitancy here as a sign of concern over Oracle’s debt. What’s the issue? Well, Oracle has $127B in debt. $25B of that debt is due within three years. Oracle has generated around $13B in cash flow over the last year, which is great, but with all the debt…they aren’t expected to get back to positive FCF until 2028. This is why their credit default swaps are up 200% in the past few months, bond market is hedging aggressively on if Oracle can’t pay back the debt. The only way for them to pay it back? That $500B of RPO…has to be real. If they can’t generate that revenue, they won’t have the cash flow to show they can pay back the debt. As a result, any datacenter play now falls within the same bucket: the market thinks they are all over leveraged, can’t pay back the debt, may not get an ROI on their capex, don’t deserve a premium. These fears may be misplaced, but this seems to be driving the AI selloff today.

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@stocksavvyshayDec 17, 2025 · 1:31 PM

$OWL has reportedly walked away from funding $ORCL planned $10B, 1GW Michigan data center for OpenAI after talks stalled. The project is now in financing limbo as lenders push tougher terms amid concerns over Oracle’s rising AI data center spend & $100B+ in net debt. https://t.co/tv32pQqTHh

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@ftr_investorsOct 22, 2025 · 7:45 AM

$META $OWL Meta and Blue Owl Capital formed a $27 billion joint venture to build the massive Hyperion AI data center in rural Louisiana. Blue Owl will own 80%, Meta 20%, while Meta manages construction and operations 🤖 ⚒️ https://t.co/3jzbTtW2eW

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