Ted Pick
Head of Financial Products, Apollo
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$48.04
+18.3%
Despite geopolitical volatility, the pipeline for IPOs and M&A is resilient due to strong tailwinds from the AI ecosystem and corporate health, with high-quality companies and sponsors looking to come to market, indicating continued activity and opportunities in capital markets.
Other
Long
Apr 15
$697.03
+8.4%
With a favorable regulatory backdrop and the need to defuse the high costs of AI, larger companies may have advantages, suggesting a trend where 'bigger is better' could become prevalent again, potentially leading to outperformance of large-cap firms.
Macro
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