Ticker brief
OWL BLUE OWL CAPITAL INC
Financial · Diversified Finan Serv
last close
$9.36
1 day
-3.6%
14 days
-1.4%
mkt cap
$6.1B
signals 14d
26
authors 14d
18
crowd 14d
-2.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 46% mid · 40 pctile own 1y | IV/HV 1.12× |
| Skew — 25Δ RR 30d | -0.140 13 pctile own 1y | puts bid vs calls (downside bid) |
| Net dealer OI (NDOI) | -1.60 normal | 5-session Δ +1.86 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-03-12 (z=5.3) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now -0.10 (−1 bearish … +1 bullish)
Who spoke18
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Analyst_G | B | +2.26 | 3 | -0.82 |
| @kashyap286 | B | +3.14 | 3 | -0.70 |
| @TalkMarkets | C | · | 2 | -0.48 |
| @ACapitalLP | A | -0.51 | 2 | +0.57 |
| @bespokeinvest | A | +0.95 | 2 | -0.53 |
| @MarketNews_Feed | C | · | 2 | +0.15 |
| @OpenOutcrier | C | · | 1 | -0.25 |
| @TheTranscript_ | B | +0.34 | 1 | +0.25 |
| @gilmoreport | B | -0.34 | 1 | -0.50 |
| @proactive_x | C | -1.13 | 1 | +0.25 |
| @FT | A | -0.24 | 1 | +0.25 |
| @CNBCMorningCall | C | -0.38 | 1 | +0.20 |
| @davevermilion | A | -0.54 | 1 | -0.35 |
| @SayNoToTrading | A | -0.55 | 1 | -0.55 |
| @USAnt_IDEA | C | -0.64 | 1 | -0.35 |
| @dissectmarkets | C | -0.91 | 1 | +0.65 |
| @PauloMacro | A | -0.85 | 1 | -0.65 |
| @TheNewMoney_app | C | · | 1 | -0.40 |
Recent signals26of 26 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @TheNewMoney_app | -0.40 | Reports an $80,000 purchase of OWL $5 puts expiring January 2029. | +5.8% | tweet ↗ |
| 2026-10-16 | @MarketNews_Feed | +0.20 | Blue Owl's Clarke downplayed software risks and praised data-center exposure. | +5.8% | tweet ↗ |
| 2026-10-15 | @MarketNews_Feed | +0.10 | Blue Owl increased and extended its revolving credit commitment. | +4.3% | tweet ↗ |
| 2026-10-15 | @Analyst_G | -0.70 | Watches APO as the remaining downside setup after calling OWL and BX technically done. | +4.3% | tweet ↗ |
| 2026-10-15 | @bespokeinvest | -0.55 | Reports four private-equity stocks trading more than 15% below their 50-day moving averages. | +4.3% | tweet ↗ |
| 2026-10-14 | @PauloMacro | -0.65 | Compares an AI-financing basket to fragile 2008-era institutions and anticipates rescues if stress escalates. | +6.5% | tweet ↗ |
| 2026-10-14 | @TalkMarkets | -0.35 | Headline frames listed private-equity firms as suffering public-market pain. | +6.5% | tweet ↗ |
| 2026-10-14 | @bespokeinvest | -0.50 | Equal-weight public PE basket is down 45% from its highs, worse than its 2022 decline. | +6.5% | tweet ↗ |
| 2026-10-13 | @dissectmarkets | +0.65 | Rhetorically argues OWL should benefit if capital is AI's bottleneck. | +0.8% | tweet ↗ |
| 2026-10-11 | @USAnt_IDEA | -0.35 | Argues expensive debt and private-credit stress threaten AI data-center financing and hyperscaler economics. | -1.4% | tweet ↗ |
| 2026-10-08 | @kashyap286 | -0.75 | Forecasts a 2027 private-credit crisis centered on captive insurers and AI-credit SPVs. | +1.0% | tweet ↗ |
| 2026-10-08 | @SayNoToTrading | -0.55 | Calls high-quality private-equity and credit stocks discounted while explicitly rejecting OWL. | +1.0% | tweet ↗ |
| 2026-10-07 | @davevermilion | -0.35 | Sarcastically challenges AI-financing health using relative-strength charts versus the S&P 500. | +2.7% | tweet ↗ |
| 2026-10-07 | @CNBCMorningCall | +0.20 | Blue Owl is described as expanding into insurance to access more durable capital. | +2.7% | tweet ↗ |
| 2026-10-07 | @FT | +0.25 | Blue Owl plans a major expansion into insurance. | +2.7% | tweet ↗ |
| 2026-10-06 | @proactive_x | +0.25 | Overwatch Technologies advances an ASX IPO intended to fund AI maritime-intelligence expansion. | +3.2% | tweet ↗ |
| 2026-10-05 | @gilmoreport | -0.50 | Partners Group investors voted to liquidate a $1.3B fund amid 39% redemption demand hitting Blue Owl. | +4.3% | tweet ↗ |
| 2026-10-05 | @ACapitalLP | +0.45 | Explains trading perceived narrative dislocations versus underlying business truth. | +4.3% | tweet ↗ |
| 2026-10-05 | @ACapitalLP | +0.70 | Buy conviction names when a rate spike creates an unchanged-catalyst dislocation. — Explicitly recommends buying listed conviction names after rate-driven 5% gaps down. | +4.3% | tweet ↗ |
| 2026-10-05 | @kashyap286 | -0.70 | Builds a bearish private-credit thesis around underwater loans, zombies and litigation risk. | +4.3% | tweet ↗ |
| 2026-10-04 | @TalkMarkets | -0.60 | Frames worsening private-credit redemptions as a negative development for OWL. | +3.1% | tweet ↗ |
| 2026-10-02 | @kashyap286 | -0.65 | Says OWL investors are panicking to exit. | +3.1% | tweet ↗ |
| 2026-10-02 | @TheTranscript_ | +0.25 | Blue Owl's chairman disclosed its data-center facility count, capacity and operating team size. | +3.1% | tweet ↗ |
| 2026-10-02 | @Analyst_G | -0.85 | Says APO has not yet entered a bear market while portraying OWL as fundamentally distressed. | +3.1% | tweet ↗ |
| 2026-10-02 | @Analyst_G | -0.90 | Warns that a break below $8 would signal an existentially bearish outcome for Blue Owl. | +3.1% | tweet ↗ |
| 2026-10-02 | @OpenOutcrier | -0.25 | Recaps unusual put activity in three tickers after the session. | +3.1% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.