Saturday, February 7, 2026

Apollo Global Management, Inc. (APO) Brief Analysis and Updates

I just published a brief analysis for Apollo Global Management, Inc. (NYSE: APO). This is a long overdue evergreen page for APO. Most descriptions and updates of the company will stay on that page.

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Nvidia (NVDA) Headed for the "too hard" pile

The core problem is that Jensen Huang is almost certainly aware of GPUs being rerouted to China. That carries a non-trivial risk of governme...