Apollo Asset Management Inc (APO) Stock Price, Quote & News

Company Profile

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate...

Industry: Asset Management

Sector: Financial Services

Phone: 212 515 3200

Website: www.apollo.com

Address:

9 West 57th Street, 41st Floor, New York, United States

penny_z Aug. 13 at 6:41 AM

$NVDA $BLK $APO $GS $BX Michael Burry slams Nvidia’s $500B Wall Street financing deal as a 2008-style "Wall Street Stunt." Source: Seeking Alpha ("Burry slams Nvidia's $500B AI financing as a 2008-style 'Wall Street stunt'") Here is the exact 6-step circular pipeline Burry exposed: 1. Pensioner Money: Retirees pay annuity premiums to Apollo's insurance arm, Athene. 2. Offshore Loophole: Apollo routes these funds through Bermuda offshore reinsurers to bypass US capital rules & maximize leverage. 3. Debt Injection: Apollo issues $3.5B in asset-backed debt to a Special Purpose Vehicle (SPV / Valor). 4. Nvidia Equity Kick: NVDA injects $1.9B of its OWN cash into the same SPV as equity. 5. Circular Revenue: The SPV uses the combined $5.4B to buy NVDA's GB200 GPUs (NVDA books this as "organic revenue"). 6. Risk Offloading: The SPV leases GPUs to AI startups (xAI). If GPU values crash or power grid delays hit, retirement funds swallow 75% of the loss while NVDA caps its exposure at 25%.

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penny_z Aug. 13 at 4:52 AM

$SOXS $NVDA $MS $APO Lambda’s $926M GPU-backed Term Loan B deal (SOFR + 3.00%) exposes Neocloud debt trap: 1. Mandatory Amortization: The loan requires full principal repayment by 2030 aligned with GPU "useful life". If power grid delays prevent deployment, cash flows stall while debt payments are due. 2. The Depreciation Lie: Moody’s Baa2 rating assumes GPUs retain value through 2030. In reality, H100 secondary prices already plunged 73%. 3. Securitization Risk: Wall Street (Morgan Stanley) is rushing to bundle Neocloud debt into ABS before the GPU rental price crash hits balance sheets. Financing fast-depreciating chips with 2030 amortizing debt is a recipe for a credit crunch.

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penny_z Aug. 12 at 10:49 PM

$BLK $APO The structural conflict inside nvda's $500B Wall Street deal exposed: 1. The Conflict of Interest: Nvidia controls its own chip obsolescence rate. By releasing Blackwell & Rubin, NVDA inherently destroys the value of previous-gen GPUs acting as collateral. 2. The 25% Cap Red Flag: NVDA capping its residual value support at 25% proves they know GPUs depreciate violently (H100 secondary prices already crashed 73% from $30K to $8K). They offloaded the remaining 75% risk onto pension funds & insurers. 3. Rating Agency Blindspot: Fitch hasn't even finalized the rating standards for GPU depreciation, yet $500B in debt is being securitized. 4. Lucent 2.0: Just like Lucent’s vendor financing collapse in 2000, off-balance-sheet SPVs are hiding the true negative equity of over-leveraged compute. $SOXL $SOXS

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