@pbridgefounders · Exit BX

AI Capex has peaked, negative cash flow starting, more loans & leverage, revenues forecasts start to disappoint!

Blackstone's entanglement in the AI bubble is genuinely astounding/worrying. They're in either loans or equity investments with CoreWeave (multiple), Lambda, Firmus, OpenAI, Anthropic, multiple Stargate loans with Oracle, TPUs with Google, Broadcom, SoftBank, and tons more

Read asExit BX

Since the call—

unrankedThe analyst's rank today

Medium · 0.78Confidence

Fri, Oct 9Tweeted

Mon, Oct 12 closeCounted from

not in the basket todayBasket

Rank per close

#32

Oct 12

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Oct 13

#91

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