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It won't be oil that brings us to our knees...
One World Lithium Announces First Tranche Closing Of Private Placement
Pre-Market Gainers and Losers for Today (June 3, 2026) 📈 📉
Persuade or dissuade me from some potential picks
What if the AI panic is creating the actual trade? $APO $TPG $OWL $BX
Blue Owl Stock Crashes to All-Time Low After $5.4 Billion Redemption Requests
An Exodus of Money Endangers Wall Street’s Private-Credit Craze
Blue Owl (OWL) and the Private Credit "Canary": When illiquid software loans meet a liquidity door that’s shrinking.
Blue Owl BDC Allows for 17% Redemptions as Investors Storm Exit
Blue Owl Capital (OWL) will not proceed with backing a planned $10B, 1-gigawatt Oracle (ORCL) data center
$CAKE $OWL $ET $MRO Todays YOLO bets for Earnings BULLISH
Blue $Owl | Professional Sports Minority Investments Commenced | 2021 AUM: $0.2 billion
Mentions
Why are put options on APO, ARES, OWL purchased months ago failing to pay off? Why are APO, ARES, OWL not crashing -20% ?
How the fuck is OWL up 2.6% today
How the fuck is OWL over $10 after yesterday, I cannot possibly understand
Fuck you, OWL.. You shouldn't be here by now.
When debt load of Neo clouds getting worse day by day at higher rate, many companies bonds are pushing to junk territory $CRWV $NBIS $IREN $OWL $ORCL $META $SPCX $GOOG $AMZN $NVDA all raised debt https://youtu.be/e0Dlr07jfjA?is=Em9R9fVjQVNmwM3n When few Neo clouds miss debt payments, then dominos fall one by one.
Which banks collapse like $SIVB $FRC.X $SBNY in 2023, as AI-debt load Neo-clouds go bankruptcy Look $NBIS $CRWV $IREN $OWL $ORCL $META and so on, they loaded debt for AI-spending, when cash burn so high. If they don’t pay, or miss payments at higher rate , which bank’s loaded those debt-assets, can go bankruptcy
OWL | Blue Owl Capital - Friday Close: $8.85 - Market Cap: ~$13.8B - Bull Target (12–18m): $12–$14 - Bear Target: $7–$7.50 - Upside: +36% to +58% - Downside: -15% to -21% - Reward-to-Risk: ~2.6:1 🟢 - Success Probability: 55% - Forward P/E: ~9.7x 🟢 - Debt-to-Equity: ~1.4 - Dividend Yield: ~10.4% 🟢 - TTM Revenue: ~$2.99B, +14% - Share Dilution: +9.4% YoY 🔴 - Price Trend: Severe downtrend 🔴 - 1-Year Performance: ~-46% - 5-Year Performance: ~-45% 🔴 - Risk: High - Conviction: 4/10 - Grade: C+ Blue Owl is a major alternative asset manager with about $319B under management, and the valuation and dividend have become attractive. But the stock has lost roughly 45% over both one and five years, while its private-credit vehicles are still dealing with redemption pressure, so under my water-slide rule I can't give OWL a B-range grade until the chart shows a credible stabilization or reversal.
CRVW will get acquired for cheap, Oracle is in trouble if they keep missing deadlines on construction projects. They’re only one notch above junk at this point. The financing companies who blindly funded projects, construction companies who won contracts when they had no expertise to price and build data centers are going to eat losses. JEF and OWL may need bailouts if their projects start to go tits up from mismanagement. Demand isn’t going anywhere, because it’s just replacing knowledge jobs with automation or increasing output productivity and lowering costs. Making that transition more profitable or easier is only going to fuel faster growth. \~$250B is the combined salary of software engineers in the US. That’s the market they started with, what others they can take after isn’t entirely clear.
You can't hide OWL imma getcha too..
OWL, just fucking die. Wasting everybody's goddamn time..
Today's the day, OWL. Today is the day...
Let's go OWL, dump already so I can cash out and gamble some more
OWL and CLSK being left out in the cold
Eat shit OWL, I can't wait to see you tomorrow
Your insurance play isn't doing shit, OWL, just die.
Don't fight it OWL, if CBRS goes, you gotta too...
I see you OWL, I see you
Oh like OWL CLSK and CRWV?
Hot tip if you’re playing META, they moved a good amount of their AI debt off their books to a BDC. That BDC is OWL and they’re not doing so hot with the Oracle FM . Might see some financial complications
> Oracle cites ‘force majeure’ to shield itself on data center, Bloomberg News reports >> Oracle is seeking to protect itself from potential cost increases related to a large data center project in New Mexico by sending a "force majeure" notice to developer Blue Owl (OWL.N), opens new tab, Bloomberg News reported on Thursday.
All AI companies plans to delay IPO, those debt load private equity redemptions skyrocketing, soon may go bankrupt at higher rate. $BX $KKR $APO $OWL & many to watch. SoftBank put $ARM as collateral to support OpenAI, if IPO delay $ARM crash $MSFT $META $AMZN $GOOG all see AI winter
OWL just put out PR for $2.4b financing deal with IREN. Not sure if that was known about already.
to be fair, I suspect most of the mag 7 or semis will lose 100 points when it happens, so you can do that with them too... MU is trading near 1k right now. It will be worth a third of that when done. There's something to be said for cheap long term puts way out of the money. Just set some throw away amounts far enough out. I don't think it pops this year personally, but I'm definitely trying to align more to puts on weakness. As for weakest... well... ORCL, NBIS, IREN, CRWV, OWL, SFTBY are all pretty fucked if Open AI goes.
After NVDA's memorandum for $500B with private credit comopanies, share prices of OWL, APO, ARES, TCPC etc went up significantly. And their long expiration puts went down 20-30% bear opportunity?
Shitload of OWL 8/28 puts bought today someone knows something
If you can put together a $1000 you could try puts on OWL and the worse that could happen is you'd own a dividend stock paying roughly 9.5% sell a call against it to get out of the position. You wouldn't make much on the option but selling covered calls against it along with the dividend could give you 12-15% return annually. Not to shabby.
Should I short OWL or something? How ape make money?
Oh shit guys go check out the $11 strike on OWL, some idiot is selling them for only .15 each!
Can we pump OWL and make it another meme? I just need it to get to $11 so I can get my money back. Thanks MMs lurking in here.
Blue Owl Capital has a massive position on SpaceX and once they go public they stand to make a ton of money! Loading more on this OWL pump
I dreamt of this day, OWL could go to 10% today!!
Holy shit it wont stop pumping!! OWL
Glad I bought the dip on OWL yesterday up over 6%
Don’t t miss out on OWL before it becomes the next meme
The OWL pump cannot be stopped!
Mark my words, OWL is fucked
Somebody save my OWL calls please! I need a whale to come in and scare the bears. They own SPCX and will make another trilli on the position at the IPO
Buying the dip heavy on OWL
Guys check out $OWL. Timeline might be a little further out, but stats are kind of insane if you dig into it. 20 SI, 8 DTC But the kicker is that the institutional ownership and insider ownership is over 100%. The SI in ratio to public float might be impossibly high. Very manipulated stock. Let me know your thoughts.
If you want to own some Space X for real get you some OWL shares, they own a big chunk of SPCX
Pump OWL you crazy bastards!
OWL - they own private companies
Wow thank you OWL So many shares and calls gathered throughout all that private credit scare.
OWL pumping again, could be big
Buying more blue owl. $OWL Over 20% SI. Saaspocalypse over. Redemptions stabilizing. Public float shrinking. Bullish news after bullish news, increasing shorting.
OWL pump cannot be stopped, what if it goes to $15 by next week?!
Listen up, Fisheads, get in on Blue Owl (ticker OWL) before it becomes the next meme and its already too late.
OWL- either a 10x or 0 within the next 2 years. High downside risk, balance against that.
Would you rather own NVDA or OWL?
Taking some semi profits and going to start loading on Blue Owl $OWL. imo its insanely under valued with 18% short interest. Looked through their Q1 report. Its pretty insane the disconnect between media coverage and reality. Things might get interesting.
Picked up 30 OWL $15 leaps for 2028. 17% gains today lmao keep it up boys
Europe does very well in machine engineering and construction, especially in the mid cap range - but you may exclude the big car companies. VW, Mercedes, Porsche, Stellantis had their margin dreams, then sales numbers crashed, EV? What is that for? And Porsche started to make bicycles and batteries? Nope, if I want electric I would buy a Ferrari. And the US market? People buy those stocks because they rise, they rally. That attracts more buyers... is that really a healthy growth? For me it isnt because those AI related comnanies dont do anything for the economy. Instead they let everyone waste their AI ressource for free... They dont pay dividends by the way and their P/E ratio... sky hing at some place, only some are still with "feet on the ground" because their E grows with the price. What if the earnings drop? Better dont think about it because that will tear everything down, even the most valuable stocks. Best example... Blue Owl. Someone saw "cockroaces" in private equity, but Blue Owl said they receive stable interest from their clients, their bonds are served well, but OWL is down to $11... makes them one of the highest dividend yielding companies. 11.5%
The only position I’m playing in this market is OWL
Coincidentally I was in on gld trade.. Just a scratch off txt for now. I will be watching movement. My top 3 spec’s Peng 55 5/15 DRAM 54 5/15 OWL 15 8/21
I have been playing around with various hedging strategies. I have tried a few so far with mixed success. OTM puts on random tickers/etfs. Call credit spreads. Put calendar spreads. The most successful strategy so far has been to just go with the classic short setup. Find some struggling companies and buy some slightly OTM puts a few months or more out. Wait for run ups and scale in. This does involve doing active diligence, so that is the main downside. But I have had some nice wins with this strategy. IRBT and OWL were my two biggest. And the added bonus is you don't really need the market as a whole to go down in order to win. For example, IRBT entered Chapter 11 during a time when the market was chugging along as usual. Right now I am looking at some airline stocks. Assumption being high fuel prices are going to hit them hard. I am only doing this with around 1% of my portfolio, but with this market running so hot, and with the oil crisis still not sorted out, I think I am going to scale into it a bit more.
Holy shit woke up to super green. This is awesome! And my beautiful OWL stock keeps pumping non stop each day!
Nothing can stop the OWL pump!
Fuck it, I'm gonna go all in on OWL
I’ve been saying it for the past few weeks but you guys need to get in on the OWL pump.
OWL will keep skyrocketing or nah?
LLY calls MO OWL fake meat
OWL anyone? Private credit got thrown in the mud the last few months. If we make it out successfully, that’s a W
Hopefully it works out for you. PE firms are one of those sectors people have morals on due to how they do buyouts and exits. But you are obviously in a situation you want to be contrarian. I feel you need macro such as Iran war ending. Or if they finally speak on earnings. Because OWL/KKR have been silent through all those news headlines about the withdrawals being limited.
Anyone have thoughts on buying LEAOs on some of the asset managers (OWL, KKR, etc.)?
Ow, my CRWV puts. I don't think they can build fast enough to outrun their debt spiral, and their favorite lender OWL is in trouble, but that's all fine I guess.
so with $NOW why Blue Owl $OWL not dropping?
And we wonder why we have questions regarding credit and the underlying collateral. I get it now. Did you get the personal loan from OWL
I sold XOM @ 172 and bought OWL @ 8.45. Trade of the fucking decade.
Imagine not buying OWL under $10.
OWL 20% short interest, +10% divy. In at $8.32 late last week....
20% short interest in OWL. 10% divy. Bought a tiny amount at $8.32 last week. 1% of my portfolio.
The contrarian move now is to buy OWL
honestly OWL is so cheap here and it comes with 10% yield even
I bought OWL today cuz some guy on CNBC said so. I dont usually listen to CNBC guys but this one really seemed like he didn't know what he was talking about
Just watched a really good video on youtube last night. They recommended 3 sectors that have fallen the most in the market decline. Private lenders was one of them and OWL was highlighted as one of the darlings. I just bought 1000 shares of OWL after your comment.
OWL potential double bottom on 1m and 5y timeframe
You linked an article of Jamie Dimon ‘warning’ that credit losses will be larger than anticipated. He wrote that in his shareholder letter. You realize banks like JPM compete with direct lenders like BX, KKR, OWL, Apollo, etc? You realize they’ve lost that war and would gladly win that business back if they could? You realize JPM just launched a PC fund of their own? All of this to say, Jamie Dimon is incentivized to portray PC in a negative light. I’m not saying there’s not bad actors, and I’m not saying there won’t be defaults (going from nothing to something is always a story) but this entire conversation started because you said ‘dumbass’ retail is going to save everyone from illiquidity issues. ✌️
This is the part of the rate cycle that doesn't get enough attention. Private credit boomed because low rates pushed everyone into alternatives hunting for yield. Now rates are staying elevated — we just got a 178K jobs print this morning on a 60K consensus, two-year yield at 3.84% — and the exits are jammed. The 5% redemption honoring is what gets me too. That's not a fund under pressure, that's a fund telling investors they fundamentally can't sell. When you see that disconnect between what investors want out and what the fund can deliver, it usually means the underlying assets can't be liquidated at anything close to marked value. OWL down 40% year-to-date is the equity market's way of saying the same thing. The bigger question is how much of this is Blue Owl specific vs. a private credit problem broadly. Apollo, Ares, Blackstone, KKR all sliding tells you it's not just one fund.
Latest DD, OWLs fly at night, OWL stock should fly AH trading. Calls!
Anyone starting to look at OWL? Took a hard bounce of $8. 11% div and priced like the world is ending. It is front running a lot of bad news
The question: has OWL taken enough of a beating and this is the bottom? Or is it a slow bleed to zero? The other question is: are the best names in this space, ARCC and MAIN, down around 25% from ATH of a few months ago, as screwed as OWL and are just starting to suffer, or is this a great buying opportunity? I’m going to wait and see.
Ridiculous overreaction that is being spurred by investor misunderstanding of private credit as a whole. There's a reason they have the 5% redemption safeguard in place...it's an illiquid asset by nature. OCIC had a repurchase request of 22% of total outstanding shares which is bonkers, so it's being distributed proportionately. I'm buying OWL at these prices, personally.
Hah, I literally just made a video about private credit in depth before everyone started talking about it. It’s a great barometer for market sentiment and problems to come. OWL is the canary in the coal mine
I am contemplating buying OTM calls for year end on some of these names, OWL possibly. Like, were pretty obviously pricing in some bad stuff right now. So if you think there's a 20% chance the FED just unloads the firehose on these guys.... probably more than 5x your calls. Seems like a decent asymetric bet.
Private Credit still spiraling (OWL). "Investors requested to withdraw 40.7% of total assets from OTIC, which held a value of $3 billion at the quarter's start. The larger OCIC received withdrawal requests of 21.9% of outstanding shares on a total valuation of $36 billion. The firm limited those requests to its 5% quarterly threshold for each fund, according to filings." [https://finance.yahoo.com/news/blue-owl-shares-fall-as-private-debt-manager-caps-major-withdrawal-requests-150008023.html](https://finance.yahoo.com/news/blue-owl-shares-fall-as-private-debt-manager-caps-major-withdrawal-requests-150008023.html)
They’ve been doing it the past 3.5 years so nothings changed. Market is still infatuated with ai. Algo buys on every dip for ai hardware stocks. Just keep pushing the bubble up. $OWL could be interesting though, thats a bad sign if an ai infrastructure lender goes BK.
OWL 7.93 loooooooooooooolololol
Bro you’re a few weeks late tot his party. Along with Iran this was the sell side narrative for the past few weeks. But then, just yesterday, JPOW said there is no broader contagion concerns stemming from private credit. So…. He’s usually right, and if he isn’t he can very easily fix it. Give it another week and it will be a great time to buy. An especially great time to buy BX and BLK, and OWL
The top BDCs (MAIN, ARCC) are down 25% from their peaks a few months ago. They went up today, but lagged the general market. Both pay big dividends…ARCC up to 11%. MAIN “only” 6%. Getting tempting but they might just be getting started. The first to go was OWL, now down over 50% with no end in sight.