$Blackstone Group LP(BX)$ $Blue Owl Capital Inc.(OWL)$ Blue Owl's parent company, OWL, is being targeted as a proxy for sector shorting. When BX announced its partnership/project with GOOG, they shorted Blue Owl instead of BX. BX has very low short interest. Blue Owl has over 20%. They're all targeting Blue Owl because it's been at the forefront of all the negative press, making it easy to report "OWL down __%." This way, they can influence the whole sector. OWL is one of the most shorted financial stocks right now, and everyone is watching it for a sentiment reversal. If OWL doesn't go up, nothing goes up. OWL has similar data center projects in the pipeline, and headlines are coming. Holding and
$Meta Platforms, Inc.(META)$ We need to stay above $620. Resistance levels: $620 – today's high, testing it right now. $622–624 – the next zone. $632 – Friday's close, the breakdown level. The big gap-fill target.
$Alphabet(GOOG)$ Wait for the next earnings report to see the token and cloud revenues. Berkshire wouldn't invest more in Google without doing due diligence on the token and cloud growth rates for the coming quarter. It feels like a foreshadowing.
$Alibaba(BABA)$ Finally seeing some movement in this stock. Do you think we'll actually get over 200 this year? It's kind of incredible how BABA's market cap was once toe to toe with the US tech giants. Since then, US markets have eclipsed 10X. From these levels, BABA should easily be 2-3 times more.
$Alphabet(GOOG)$ This momentum is unstoppable. Really glad I held on even when everyone was counting it out. From the beginning, I've been a believer in Demis Hassabis and DeepMind.
$Alphabet(GOOG)$ Too good to be red. The stock dominates the market, GOOG is the top dog. With investment put into the right place, making GEMINI the top dog, the users are over 90%. With the World Cup and midterm election coming, I believe GOOG will be the one that nobody can match in advertising.
$Alphabet(GOOG)$ I spent several months studying physics for an exam. What I found was that ChatGPT gave a lot of wrong information for solving problems, but Gemini's answers were precise. I think Gemini's subscriber count is going to surge going forward.