BX

BetweenCoffeeNSleep

BX increased their stake to $1B in the recent round.

BetweenCoffeeNSleep

What have you been looking at over the past few months? I took a break from the sub for a while. Haven’t kept up. I exited all picked stock positions last year, and stayed in index positions until putting on BX 135 strike 9/18 exp calls on 2/4.

BetweenCoffeeNSleep

I exited all individual stock positions last year and had been sitting in 50% SSO, 30% VOO, 20% VXUS (totals 130% S&P 500 exposure + 20% ex-U.S.). End of January, I moved 10% from SSO to cash in anticipation of some chop. Feb 3rd, I took a look at the BX skid. Good earnings, not ideal forward guidance, and pessimism around regulatory risk to residential real estate, some chatter about AI disruption to companies they’re exposed to, etc. The re-rating looked outsized, so I put on BX 135 strike 9/18 exp calls.

fumbler00ski

$BX

I-IV-I64-V-I

wow, look at the [Japanese](https://www.marketwatch.com/investing/currency/usdjpy?mod=search_symbol) yen strengthening . and the[ japanese 10-year ](https://www.marketwatch.com/investing/Bond/TMBMKJP-10Y?countrycode=BX) is stabilizing a bit after that run-up

RolledForCredit

I’m buying some alts this morning (KKR, BX, ARES). I think this notion that “anthropic kills software therefore kills alt portfolios” is wayyy overdone. Everything I see shows that the SaaS cos are actually still doing just fine, they’ve just been de-rated. Falling valuations for software cos doesn’t necessarily mean falling revenues (at portcos), it just means that the market isn’t willing to pay as much for their earnings. One could argue that perhaps future growth rates or margins are overstated to the extent that vibe coded solutions make dents there , but that’s about it. So I don’t see massive defaults arising from this. I think this is especially true for things like cybersecurity; as if any real business would go with a vibe-coded solution over PANW or CRWD; lol. I'm regarded, so DYOR, but these are my thoughts.

Chocolay_Creek

Bought some BX after offloading it months ago. Waiting for RDDT to drop some more (hopefully). Eying MSFT around 385.

BetweenCoffeeNSleep

BX looks like it might be trying to put in a bottom. Valuation is a little above historical average. Decent earnings. Moving down on headwind speculation (AI disruption to companies they invest in, real estate restriction in the U.S., and real estate markets abroad, etc). Dividend increase implies internal confidence. I think BX goes above $135 by end of next week. Might move down a little further before then. I would expect an analyst counter-narrative vs the disruption speculation, and moves back in due to valuation relative to the broader market.

VOO_bull_forever

# My port: LVMH, IBIT, MSFT, AMZN, UNH, PYPL, BX # .... # # FUCK YOU

AlwaysSilencedTruth

https://www.amazon.com/Amazon-Basics-Natural-All-Purpose-Clothesline/dp/B08HNZ8BX5? [https://www.amazon.com/AELS-Striped-Office-Chair-Computer/dp/B0F6TTLYDT](https://www.amazon.com/AELS-Striped-Office-Chair-Computer/dp/B0F6TTLYDT) you know what to do.

Flaky_Team_3540

BX, Blackstone is going to be a really good buy if it dips below 140. Their numbers are solid, only going up from there.

No_Zookeepergame_27

BX beat bigly and is not even moving. PEs are doomed.

Makemoney-101

Pyu Pyu Capital’s investment in BiomX (PHGE) centers on a strategic, high-conviction partnership aimed at stabilizing the company’s capital structure and advancing its lead clinical programs. 1. Active Governance & Oversight Unlike passive institutional investors, Pyu Pyu Capital has taken an active role in BiomX's leadership. As part of its investment, it appointed Reuven Yeganeh as a Class 1 director to the BiomX board on January 13, 2026. This move signals a strategy of "active stewardship"—frequently seen in firms that drive value by closely advising on governance and operational decisions. 2. Focus on the BX011 Program The investment proceeds are specifically earmarked to support BiomX's BX011 program, which targets Staphylococcus aureus infections in patients with diabetic foot infections (DFI). Pyu Pyu Capital is providing the necessary "patient capital" to navigate the regulatory pathway for this program after the company halted other trials in late 2025. 3. Long-Term Capital Appreciation By reporting a 19.99% stake via a 13D filing on January 26, 2026, Pyu Pyu Capital has positioned itself just below the 20% threshold that typically triggers more stringent regulatory requirements or "poison pill" provisions. This substantial stake indicates a "buy-and-hold" philosophy, betting on a massive recovery in share price from depressed levels—analysts currently project an upside of over 500% with a $26.00 price target. 4. Strategic Financial Structuring The investment was executed through a Series Y Convertible Preferred Stock arrangement. This structure benefits Pyu Pyu Capital by: Yielding 15% annual dividends, paid quarterly. Providing conversion rights into common stock, allowing them to capture significant gains if the stock price recovers. Issuing warrants for up to 3.3 million additional shares, further increasing their potential future ownership.

DiaBall

That's been a while. I read an article in the Kiplinger magazine and after a little research I bought MU. Did the same with BX but way before MU. Same entry point for both I just bought tons of BX wish I had bought the same amount of MU. I still bought several rounds. Just holding and dripping the dividends.

WuhansFirstVirus

Goal is $50K in capital gains for the year. Up $7K YTD. Thanks to $HD, $XOM, and $BX. Maybe purchase investment property.

iShitBloodandCumShit

AMH ripping BX lagging So much for those fucking short positions 😂

Key-Marionberry-8794

Spicy QQQ lol a little BX spice also ?

totallytopaz333

1. The $200 Billion "Mortgage Bazooka" Trump announced he is directing the federal government to buy $200 billion in mortgage bonds. The Logic: By flooding the market with $200B in buying power for these bonds, the goal is to force mortgage rates down immediately. The $OPEN Connection: Opendoor's biggest enemy is high interest rates. Lower rates mean more people can afford to buy the houses Opendoor is currently holding, which speeds up their "flip" cycle and lowers their borrowing costs. 2. The "Institutional Ban" Twist In a classic "populist" move, Trump also proposed a ban on large institutional investors buying single-family homes. Wait, isn't that bad for $OPEN? You’d think so, but CEO Kaz Nejatian has been sprinting to the cameras to clarify: "We aren't institutional investors, we are a marketplace. We don't hold homes long-term; we help families buy them." * The Result: While institutional landlords like Blackstone ($BX) and Invitation Homes ($INVH) got crushed today (down 5-8%), $OPEN is being viewed as the "last man standing" that helps individuals buy homes. If the "Big Bad Wall Street Landlords" are banned, $OPEN becomes the primary way for people to move houses quickly. That's from Gemini

actuallyrealperson

Bet on it being all talk, calls on BX

DickiesDippinDicks

!banbet BX 170 1.5w

Paynefullll

$BX Leapz

Ok_Cry7572

9:30 AM ET today, when the US market opened, Blackstone's stock, $BX, began trading lower. This came even as the S&P 500 hit a new all time high at the open. By 10:35 AM ET, Blackstone's stock was down -4% without any material news. At 12:45 PM ET, President Trump announced a ban on institutional purchases of single-family homes. 5 minutes later, Blackstone's stock was down -9%, erasing -$17 BILLION in market cap on the day.

XorAndNot

BX should ramp up home building and lobby even more so any new law doesn't affect them.

lipmanz

Anyone pick up BX at 150?

Worried_Quarter469

I don’t see how BX can keep a p/e of 44 here, in for a put

torfman

Got into wheeling early this year. I’m trading account 4x yours and wouldn’t touch any of those, too expensive. If you get assigned on MSFT it’s your entire account. I’m trading Pypl, Tgt, Xom, BX, MGM, PEP, KO etc using TA. looking for premium OTM, 30-45 days, $100-$200 on companies I don’t mind getting “stuck” holding if trade goes wrong 1 cause I believe in them long term 2 cause they pay nice dividend if I have to hold them longer than expected. (just bonus). Sometimes I’ll just have couple trades going, sometimes I’ll have ten.

CallHerTrump

BX

eska089

I also thought about how I can financially profit from this development and I realized the smartest play is to buy the Casino, not the chips. If retail capital is flooding in to be the exit liquidity, the ones making the guaranteed money are the General Partners managing the funds. So instead of buying their semi-liquid products, I'm considering buying the stock of the firms themselves, like Blackstone (BX), KKR, or Apollo. At first I worried that if the AI/tech bubble bursts, these stocks would crash too. But then I looked at the data on "Fee-Related Earnings." Unlike a VC fund that needs a profitable exit to get paid, these firms charge management fees on committed capital. So even if the underlying assets drop 40% and they have to "gate" the retail fund to stop withdrawals, they still collect that 1-2% fee on the locked-in money for years. The casino gets paid even when the players are losing. Plus, their own exposure is totally different from what they sell. While they sell retail investors debt or equity in risky startups, the firms themselves are buying "picks and shovels", like physical data centers and energy infrastructure. That stuff retains value (at least parts of it) even if the AI software market implodes. It’s not risk-free, but it’s the difference between owning the car in the crash versus owning the insurance company. As long as this "democratization" trend continues, you basically become the owner of the house rather than the gambler at the table. But in the end, I still think I’ll sit this one out. It’s still a derivative bet on a bubble, and I’m not chasing profits within a bubble. My strategy is simple: sell into this liquidity, increase my cash position and wait for better valuations or new opportunities. Sometimes the best trade is doing nothing and wait. 😉

WickedSensitiveCrew

What is going on with PE firms like APO, KKR, OWL, and BX?

honey_102b

the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but not so when SK Hynix is doing 40-50. so if you recall in Aug, MU exited the Mobile NAND market and laid off the entire China workforce in this category. this is the segment that supplied the likes of Huawei, Honor for many years under Sanjay until the Chinese were able to supply themselves via YMTC. this one was an easy cut. also around that period they looked at the NAND roadmap (all ssds) and prioritised releasing Enterprise NAND first. note that it is normal to release consumer first (lowest grade, imagine Crucial BX series), OEM mass market next (supply Dell, Lenovo and their own Crucial MX or P series etc), then mobile (supply phone companies) then enterprise (data centre SSDs) then finally automotive because of the increasing complexity demanded by these segments for what is essentially the same wafer that takes about a full year to reach maximum performance capability from their respective qualification runs. Mobile was already gone, and consumer and OEM was pushed to AFTER enterprise, so today's announcement was several months in the making. at the time I assumed the purpose was to get the first next gen enterprise SSD out before anyone else (2027 btw). but to drop the lower grade NAND like this suggests they are doing everything they can to make margins better next Earnings call. it does not automatically mean higher profits because stopping NAND does not make capacity for DRAM or HBM it's a different kind of factory. and a wafer that did not meet enterprise spec cannot just be sold as enterprise wafer today just because you decided to stop selling to consumer market. what they can do is sell the consumer wafer for a higher price to an enterprise SSD manufacturer who will do something to pass it off as the same. and of course MU's operating cost for the consumer business unit will go to zero. overall, it's a little more profit for MU NAND segment but a lot more operating margins. read...more EPS...more stock price. tldr executives are making a lot of tough decisions for the stock price. better believe it.long MU.

Huhuix

Yeah got GOOG, BRK and VTI as core holdings from a few years ago. Been doing well. But been adding a few financials, healthcare, and energy stalwarts in the Roth. BX, BLK, COR, MCK, V, JPM, ELV, ISRG, VDE

PriorCaseLaw

I bought that recently. Up 32%...I should have bought GS. BX has also been better than kkr.

WickedSensitiveCrew

Yeah, I was inspired by a GS or BX report. I forget which but they basically said the way to make money right now is to go where the money’s being spent. They highlighted two areas: weight loss drugs and data center buildouts. I get that some people don’t trust GS/BX and think they use retail as exit liquidity, but what they said about data center expansion outpacing new home construction made sense to me.

Puzzleheaded-One-607

Great numbers. No clue why it trades at such a discount to KKR and BX

Automatic-Acadia7785

I have a watchlist of stocks i named "Evil Corporation". Includes companies like BLK, BX, LMT, RTX, MS, JPM, GS, XOM, etc.  Performing second only to the tech watchlist 

Think_University6435


Disastrous-Muffin743

My SPY 2MTE calls: 🤝 My BX 3MTE calls: 🖕

TraditionalTurnip290

Puts on BX sound intriguing, anyone else doing this?

No_Zookeepergame_27

Why is BX beat up after good earnings?

Disastrous-Muffin743

Thank you BX you piece of shit, very nice of you.

alfred250

Ill give you tards 2 plays $RACE ATM NOV CALLS $BX ATM NOV CALLS

Much_Candle_942

You've shitCos like Zion and Texas capital here. Galaxy is 14B - twice in mkt cap of theirs 😢  It's no BX, but it's respectable.

exvertus

Demand. SOFR is still a market-set rate. It is generally not supposed to go above IORB for long, because when it does banks can arbitrage them back to parity, so IORB is considered a ceiling. SOFR spikes above IORB when there is high demand for cash or collateral. SOFR has been going above IORB at quarter ends for "window-dressing"---essentially everyone trying to get a good balance sheet snapshot for their 10-Qs. The spike in mid-Sept was to pay corporate taxes. But now? There is no obvious innocuous explanation, so it's probably related to regional banks and private credit: JEF, FITB, ZION, WAL, OWL, KKR, BX, etc.

WickedSensitiveCrew

PE firms like BX, APO, KKR, and ARE ripping today all of them still well off their 52 week highs.

gggg500

OP if it makes you feel any better I lost 90% of my wealth in 2008-2009. I was in high school and saved $13k from selling candy and having part time jobs. I invested into two stocks ACAS - American Capital Strategies a mezzanine financing company that lended money to various small/midsized businesses (roughly $10-$100 million in assets) and based out of Bethesda Maryland and EXM - Excel Maritime Carriers a dry bulk ocean shipping company based out of Greece (the country). Both proceeded to shit the bed. You have to diversify and buy lots of different companies. Maybe try buying SPY. If not you have to start investing for the long term into some safer companies like: CAT, CSX, ORCL, BX, MCD. Here are a few more: MSFT, XOM, PEP, BK, and RSG. Good luck, you can recover from your losses. If nothing else, just buy SPY (the entire S&P 500), and never sell, no matter what. Set it to dividend reinvest.

dvdmovie1

BDCs have been getting heavily sold off after the First Brands bankruptcy and worries there will be more to come with private credit. BX/KKR/APO also not having a good month either.

95Daphne

The next move higher will just be vol crush related and it will be everything instead of just AI like what we were flirting with this week until today’s tape bomb. Not sure when it’ll be, could be next week for all I know as you have to remember the Trump cycle. But some of the names (it’s surprising the SPX equal weight has held well) ex tech that have been getting sold suggest potential consumer worries (don’t have all the names off the top of my head, but LOW is one) and BX plus others in financials suggest that something is going on.

lobster-3

!banbet BX 165 8d

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Ok_Ground9015

You already know. 

Terrigible

>That’s PFOF you dunce. Not a single exchange is listed on that document 🤦‍♂️ Exactly, which is how Tastytrade routes their orders. Go read up on what a 606 report is. >CBOE, NYSE, ARCA, PHLX - those are exchanges you regard. I know. And I can list all of them: * BOX Exchange LLC * Cboe Exchange, Inc. * Cboe BZX Options Exchange * Cboe C2 Exchange, Inc. * Cboe EDGX Options Exchange * MEMX LLC * MIAX Options Exchange * MIAX Emerald, LLC * MIAX PEARL, LLC * MIAX SAPPHIRE, LLC * Nasdaq BX Options * Nasdaq GEMX * Nasdaq ISE * Nasdaq MRX * Nasdaq Options Market * Nasdaq PHLX LLC * NYSE American Options * NYSE Arca Options > You just shared a doc that lists all the hedge funds that front run your orders 😂 Tastytrade's orders*

XorAndNot

Why's BX dying

Throwing_Horns

That podcast ["The Katie Miller Show" which aired the Mike Tyson interview recently follows up with a Pam Bondi interview.](https://youtu.be/4LRPHxSrLTE?si=BX4talexElwmSqzp) ^(Haven't had time to listen yet. Probably just coincidence that she's following the Tyson interview with Bondi on the very next show. Just a coincidence.)

Cormano_Wild_219

Imagine its BX that’s buying after saying no thanks in July. Pulled a sneaky on us all

archetypologist

+21% since '24 is just ok. Coulda been +40%. I do a mix of VGT, BX, VOO.

WickedSensitiveCrew

When the IPO market is hot, the consistent way to play it is through the investment banks and underwriters – Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan (JPM), etc. They earn fees every time they bring a company public, so they’re the real picks-and-shovels of IPO activity. You could also include the exchanges (Nasdaq: NDAQ, NYSE/ICE) since they benefit from listings and higher trading volumes. BX and APO are in a different lane. They can benefit indirectly if their portfolio companies IPO successfully, but that’s lumpy and depends on timing. Their earnings are driven more by fundraising cycles, deal activity, and asset valuations than by whether the IPO calendar is hot in general.

blueprint_01

BX - Blackstone - 172% up

blueprint_01

BX - Blackstone - || || |\+172.83%|

decomposition_

The good ol BX

No_Zookeepergame_27

Why is APO lagging behind BX and KKR?

Bluesquare9

I’ve seen lots of hype as to earnings but no evidence that they’ll be positive. Are they expected to be? It does seem as though BX004 has shown positive results so far. I’m long btw.

Scary-Ad5384

Biggest hurdle I hear is fear of getting sued. What’s wrong with this story. That said I own BX and APO

solipsistian

$BX bet on the smartest guys in the room

MaybeMalaka

APO is valued at at 20ish PE well it's competitors BX and KKR are at a 50+ PE all three are in private equity. Mainly due to a valuation based on Athena being an insurance provider but they just agreed to take majority control of Stream Data Centers and if they start getting a tech multiple you could see some jaw dropping growth from a mid cap, mix in the rate cuts that are coming and just generally being a profitable powerhouse could see a very strong quarter playing catch up to the general market.

Hot-Pop-3250

I wanted to get puts for BX but for different reasons

Pink_Squadron_Medic

AIPAC and BX buying all the real estate 

Initial_Ad_9250

Puts on BX

Pink_Squadron_Medic

AIPAC planning to go to war after the BX event 

Pink_Squadron_Medic

BX priced in the shooting

No_Zookeepergame_27

Why is APO lagging KKR & BX too much?

Hour-Trifle-8180

BX

DrHarrisonLawrence

For BX what % of their assets are in residential real estate?

StretchSufficient

Long: TT as it's getting hotter and colder Short: BX as we all need places to live (apartment play)

WickedSensitiveCrew

$BX Q2 Earnings Recap - EPS: $1.21 vs. $1.10 est. — beat by $0.11 ✅ - Revenue: $3.71B vs. $2.81B est. — beat by $900M ✅ - Revenue grew 33% YoY on strong performance across business lines Assets & Capital Activity - Total AUM: $1.21T (+13% YoY) - Fee-Earning AUM: $887.1B - Perpetual Capital AUM: $484.6B - Inflows: $52.1B for the quarter, $211.8B over LTM 💼 - Deployments: $33.1B (Q2), $145.1B (LTM) 🚀 - Realizations: $23.4B (Q2), $97.5B (LTM) 🏁 - Net accrued performance fees: $6.6B or $5.37/share 💹 Shareholder Return - Declared $1.03/share dividend payable August 11, 2025 💵 - Blackstone COO says we have the largest forward IPO pipeline since 2021

WickedSensitiveCrew

My comment was in relation to BX earnings today. I just realized this sub/thread didnt even discuss it so will make a separate comment for that.

WickedSensitiveCrew

APO,KKR, BX, and other PE firms looks like they bottomed in April 2025. Glad I bought in that panic.

trump_supportr

BX BABY!!!!! The true one and ONLY!!!

TutorCorrect3471

DNUT continued hypothesis; 1. Trades at a massive discount to peers, which is expected w the debt load and suspended guidance but they’ve taken serious steps ($44M in liabilities paid down, restructuring leadership, discontinuing low ROI channels like McDs) the discount is extreme.. like potential BX 2. Even for the memers, it’s a sub $1b market cap, heavily shorted with like 6 days to cover (4M volume 24M shares sold short) 3. Earnings will be a proving point in one direction hard for sure

TutorCorrect3471

What I’m saying… 1. Trades at a massive discount to peers, which is expected w the debt load and suspended guidance but they’ve taken serious steps ($44M in liabilities paid down, restructuring leadership, discontinuing low ROI channels like McDs) the discount is extreme.. like potential BX 2. Even for the memers, it’s a sub $1b market cap, heavily shorted with like 6 days to cover (4M volume 24M shares sold short) 3. Earnings will be a proving point in one direction hard for sure

Hour-Trifle-8180

!p BX