Aug. 11 at 4:30 AM
$BX $INTU $VST $COIN $PLTR Blackstone benefits from alternative-asset growth, Intuit benefits from financial-software demand, Vistra benefits from rising electricity demand, Coinbase benefits from crypto trading and institutional activity, and Palantir benefits from enterprise AI adoption. I'm watching asset flows, software growth, power demand, crypto volumes, and AI contracts.