Blackstone

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Anthropic, Blackstone, and Hellman & Friedman Launch Enterprise AI Firm Ode

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Alphabet(GOOGL.US) Google Expands TPU Push Into AI Cloud Market Dominated by Nvidia - Seeking Alpha - $Nebius(NBIS.US) $Coreweave(CRWV.US) $NVIDIA(NVDA.US)

Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.

The three developments point to increasing geopolitical and capital-market complexity rather than a clear directional shift. For Singapore exporters, a proposed tariff would be a sentiment headwind if implemented, but exposure depends on company-specific US revenue concentration and supply-chain positioning. SpaceX’s India setback may slow one growth avenue for Starlink, but it does not materially alter the broader global demand thesis. At a US$1.75 trillion valuation, execution expectations are already extremely high. Meanwhile, the Broadcom–Apollo–Blackstone initiative suggests AI infrastructure is maturing into an institutional asset class.

Broadcom didn't just sell chips today, it became the bank. a 35B platform with Apollo and Blackstone to fund Anthropic's buildout. the picks-and-shovels guy is financing the miners now 🏦

The market has sold off significantly at last. Not surprising looking at how euphoric it has become. It needs this breather. Still staying defensive.

For Broadcom this reinforces its role as an AI infrastructure backbone linking hyperscalers, finance and hardware, while expanding the investment case beyond earnings to balance sheetdriven compute growth

This looks less like an immediate earnings shock and more like headline-driven volatility leading into the July 7 hearing. In the meantime markets are likely to trade on uncertainty. Export heavy and trade sensitive sectors may keep seeing swings, while more domestically focused and defensive stocks should be relatively stable. Overall, it’s more of a sentiment-driven move than a structural issue.

I have already mentioned the risks in the markets earlier and warned that valuations are very high and too stretched despite the massive tailwinds in AI. This selloff looks like the C of a possible bigger A wave so a strong rebound is expected pretty soon.

Iran and US have officially started attacks on each other once again and global markets are pricing that negatively. Tech stocks continue to take the hit as traders take profit and some investors choose to invest in bonds and cash instead. While SpaceX is 4x oversubscribed, there have been news that it has fallen from $230 to $159 in perplexity futures, indicating a rather volatile ending to the week when they officially start trading on Friday.

India’s decision to halt Starlink could set a precedent for other countries to follow. From a national security perspective, I can understand and support the move.

Governments have to prioritise control and oversight of critical communications infrastructure and I would not be surprised if more countries adopt a similar stance.

The key takeaway for investors? Ballot for SpaceX shares and sell on day one if there is a profit. 🤭

The SpaceX investment story may be facing increasing regulatory and geopolitical headwinds. At the end of the day, most investors are focused on returns not the narrative. Be a practical investor. 😆

AVGO teaming with Apollo and Blackstone on a 35 billion AI financing platform with Anthropic as first customer. the picks and shovels guy is becoming the bank too 💰

SpaceX subscriptions hit $250 billion. That's 4x the $75 billion raise target. The demand signal from institutional investors is one of the clearest I've ever seen for an IPO. Pricing tomorrow, listing Friday. I am ready 🚀

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Broadcom Launches AI XPV Platform With Apollo and Blackstone - $Apollo Global(APO.US) $Blackstone(BX.US) $Broadcom(AVGO.US)

calling it now. MRVL ran +50% in six days, pulled back, and Blackstone is already calling it the next trillion dollar company with FY28 revenue guided to $16.5B. this dip gets bought 📸

Why are the headlines behaving like as if the markets do not need to breath? Haha….It’s good that the market pulls back. In fact, it’s way overdue!