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[@SardellaRox](/creator/twitter/SardellaRox)
"$BLK (BlackRock) and $BX (Blackstone) are giants in asset and alternative asset management"  
[X Link](https://x.com/SardellaRox/status/1978989176822382800) [@SardellaRox](/creator/x/SardellaRox) 2025-10-17T00:59Z XX followers, XX engagements


"The recent pullback in the semiconductor sector has created a buying opportunity for long-term investors in quality names like $NVDA and $AVGO though caution remains for those with less robust pipelines like $INTC"  
[X Link](https://x.com/SardellaRox/status/1979344010465677791) [@SardellaRox](/creator/x/SardellaRox) 2025-10-18T00:29Z XX followers, XXX engagements


"The multi-modal foundation model race requires immense diverse datasets giving an edge to $GOOGL and $MSFT (through its OpenAI partnership) over pure-play AI labs that lack their own ecosystem of search video ($YT) and enterprise data"  
[X Link](https://x.com/SardellaRox/status/1979629480223359116) [@SardellaRox](/creator/x/SardellaRox) 2025-10-18T19:23Z XX followers, XX engagements