Firms like Blackstone and Apollo have billions tied up in software companies that used to be “safe,” but now everyone is worried those investments gonna be worthless once AI automates the tasks people used to pay big monthly fees for. It’s a massive reckoning for the “shadow banking” world that thought tech valuations would just keep going up forever.
Private credit chaos is just getting warmed up.
Next, your 401Ks, because PC might be in your TDFs. https://t.co/UHD3Ntr4hF
— Unicus (@UnicusResearch) February 3, 2026
🚨Software as a Shock: Why Private Credit is imploding. We dive in.
The core issue is that private credit became a major lender to software buyouts just as the economics of many software models began to shift.
But, what is the real, underlying reason though?
See below. https://t.co/QjsJLie88j pic.twitter.com/sl9AC8cqLq— Unicus (@UnicusResearch) February 4, 2026
⚠️US Private equity stocks are COLLAPSING:
Blue Owl Capital plunged -13% on Tuesday and is now down -37% since August, to the lowest since September 2023, posting the worst decline among major PE firms.
Since August, Ares and KKR have dropped -30%, with Apollo down -11% and… pic.twitter.com/TvOfhFYrVw
— Global Markets Investor (@GlobalMktObserv) February 4, 2026
A Panicking Oracle Plans To Raise Up To $50 Billion, As Its Stock And Bonds Crater https://t.co/UBt8H4OO8W
— zerohedge (@zerohedge) February 2, 2026
🚨 THE BIG SHORT STRIKES AGAIN
MICHAEL BURRY JUST ISSUED A MASSIVE WARNING ON BIG TECH AND ALMOST NOBODY IS TALKING ABOUT THE ACCOUNTING TRICK HIDING IN PLAIN SIGHT
HERE IS THE INTELLIGENCE BREAKDOWN
🕵️‍♂️ THE PLAYERS
BURRY IS TARGETING THE BALANCE SHEETS OF MICROSOFT ORACLE META… pic.twitter.com/q6kjkNVUgw— Eronima (@eronimania) February 3, 2026
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