BX Blackstone Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:54
Jun 03
Jun 03
Watch Apollo and Blackstone as AI infrastructure becomes a private capital asset class, with Broadcom’s $35B first tranche indicating fee and AUM growth opportunities.
MED
12:12
Jun 03
Jun 03
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after strong results, GitLab falling on profit view disappointment, and Macy's beating estimates while Intel and Marvell surge on positive commentary.
15:38
Jun 02
Jun 02
Watch Blackstone as a private-credit participant in AI infrastructure financing; monitor deal documentation and residual-value risk.
MED
23:30
Jun 01
Jun 01
Watch BX as a debt financing participant in the TPU ecosystem cash flow pipeline.
MED
21:31
May 28
May 28
Watch BX as co-arranger of the landmark $36B Anthropic TPU debt deal, cementing Blackstone's role in the emerging AI infrastructure private credit cycle alongside Apollo.
MED
19:01
May 28
May 28
Short BX as the speaker maintains an active short position, arguing AI-driven disruption is structurally eroding the traditional alternative asset management model ("Old Wall").
MED
16:29
May 19
May 19
The author provides a detailed structural comparison between long-dated call options and LBO equity in the generative AI context, citing hyperscaler capex data and Blackstone's TPU venture, but expresses no personal directional view on any ticker.
HIGH
13:39
May 19
May 19
The author endorses Gavin Baker's bullish view on the GAI infrastructure trade but provides no explicit forward-looking price call of his own, making all tickers watch.
HIGH
11:51
May 19
May 19
Reports Blackstone's $5B equity commitment to a neocloud JV with Google, validating AI capex cycle, no directional trade.
HIGH
09:48
May 19
May 19
Buy GOOG and BX as their joint ASIC-heavy Neocloud is strategically timed for AI inference growth, where ASICs will capture 45% of workloads by 2030, shifting away from NVDA-heavy infrastructure.
HIGH
07:35
May 19
May 19
Long BX for early‑stage neocloud exposure via TPU‑backed venture, offering higher upside than already‑priced existing neoclouds as cloud structure commoditizes toward proprietary hardware and power access.
HIGH
07:27
May 19
May 19
The author questions the scale of a 500MW AI capacity target by 2027 for a new Google and Blackstone-backed cloud venture, but expresses no directional trade view.
HIGH
03:46
May 19
May 19
The tweet analyzes Blackstone's TPU cloud venture with Google, highlighting strategic implications for AI infrastructure but offers no explicit forward-looking trade calls.
HIGH
03:46
May 19
May 19
Long BX as its $5B equity commitment in AI compute infrastructure institutionalizes a new asset class, leveraging project-finance style returns and long-duration contracts.
HIGH
00:37
May 19
May 19
The author reflects on overcoming confirmation bias in their GOOGL position sizing but does not express a forward-looking bullish or bearish view on either ticker.
HIGH
00:32
May 19
May 19
The author reflects on overcoming confirmation bias in their GOOGL position and shares the lesson without expressing a forward-looking directional view on either ticker.
HIGH
00:27
May 19
May 19
The author enthusiastically endorses a scoop about Google and Blackstone launching a $5 billion AI cloud company to rival CoreWeave, signaling strong bullish conviction in both stocks.
HIGH
00:27
May 19
May 19
Reports Google and Blackstone partnering to create a $5B AI cloud company using Google's TPU chips, per WSJ. No directional view.
HIGH
00:24
May 19
May 19
The author argues AMD should build its own neocloud to compete, but the tweet lacks a forward-looking trade call and the quoted scoop is factual.
HIGH
15:31
May 15
May 15
The author implies that non-AI names are broken and will be crushed to zero multiples, signaling a bearish rotation out of traditional stocks into AI.
HIGH
15:30
May 15
May 15
The author expresses frustration with market valuations and poses a rhetorical question about selling AI positions to buy non-AI names, but provides no explicit forward-looking directional call.
HIGH
15:02
May 15
May 15
The tweet highlights the significance of a US-China summit by listing major US CEOs attending, but offers no forward-looking opinion or market impact analysis.
HIGH
12:49
May 15
May 15
The author poses a rhetorical question about valuation multiples for non-AI names versus selling AI positions, but offers no explicit directional view or trade recommendation.
HIGH
14:11
May 13
May 13
Long BX benefiting from the growing institutional asset class of AI infrastructure finance, particularly in data center and GPU-backed lending.
HIGH
13:15
May 13
May 13
The Kobeissi Letter reports a list of CEOs joining Trump's China trip but only offers a vague bullish view on the summit's potential outcomes without explicit directional calls on any ticker.
HIGH
13:06
May 13
May 13
The tweet reports a historic trip of top CEOs with President Trump to China for potential deals, but offers no explicit market forecast or directional call from the author.
HIGH
04:00
May 13
May 13
The tweet reports a historic trip of top CEOs with President Trump to China for trade deals, but offers no explicit forecast on market direction.
HIGH
23:43
May 07
May 07
Long alternative asset managers as AI infrastructure financing emerges as a new institutional credit product, with investment-grade structures and large deployment potential. | Timeframe: long-term
HIGH
07:03
May 06
May 06
Long these tickers as new high-leverage trading pairs on Hyperliquid, available 24/7 for speculative trading.
HIGH
23:56
May 04
May 04
Blackstone is a good buy.
Blackstone (BX) is a good situation. After speaking with Jonathan Gray, Cramer is interested in buying more. He likes the stock and thinks it is a strong investment.
HIGH
About BX Analyst Coverage
Buzzberg tracks BX (Blackstone Inc.) across 25 sources. 41 bullish vs 8 bearish calls from 80 analysts. Sentiment: predominantly bullish (25%). 132 total trade ideas tracked.