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@ArrakisGlobal Avatar @ArrakisGlobal Arrakis Global

Arrakis Global posts on X about $arcc, $bxsl, $mfic, $apo the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence #

Social category influence stocks XXXX% cryptocurrencies XXX% finance XXX% technology brands XXX% countries XXX%

Social topic influence $arcc #1, $bxsl #1, $mfic #1, $apo #27, stocks 2%, $rhmde #43, $cambbe #1, $bx #18, $bbdc #1, $canl #1

Top accounts mentioned or mentioned by @ecommerceshares @cultivatedbeta @chamath @victaurs @blondesnmoney @billypasdemates @edwarddigi @valuesituations @hungryfeed @magotrader @humanperson411 @ulfhuse @excessdefaults @yellowlablife @osculum_capital @tuvidux @valuedrift @tomsmith839 @jamesmo86676773 @openai

Top assets mentioned Ares Capital, Corp. (ARCC) Blackstone Secured Lending Fund (BXSL) Apollo Global Management, Inc. (APO) Blackstone, Inc. (BX) TALEN ENERGY CORP (DE) (TLN) Eroscoin (ERO) Ares Protocol (ARES) STARWOOD PROPERTY TRUST, INC. (STWD) Hudbay Minerals Inc. (HBM) Civic (CVC) BGC Group, Inc. Class A Common Stock (BGC) Realio Network (RIO) BHP Group Limited (BHP) Constellation Energy Corp (CEG) SPX6900 (SPX) Franco-Nevada Corporation (FNV) Rumble Inc. Class A Common Stock (RUM) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Golub Capital BDC, Inc. (GBDC) Micron Technology, Inc. (MU) Vertiv Holdings Co (VRT) GE Vernova Inc. (GEV) Electroneum (ETN) Harmony Gold Mining Company Limited (HMY) KKR & Co, Inc. (KKR) Morgan Stanley (MS) FIRST NB GROTON NY (FIGR)

Top Social Posts #

Top posts by engagements in the last XX hours

"$ARCC got filled below $XX ✌🏼"
X Link @ArrakisGlobal 2025-10-01T18:45Z 2397 followers, XXX engagements

"$ARM @OpenAI"
X Link @ArrakisGlobal 2025-10-13T22:38Z 2396 followers, 2023 engagements

"Its going to be interesting to look at TSRs of my BDC and MREIT buys last few days and comp to $SPX in X year $ARCC $BXSL $MFIC $STWD"
X Link @ArrakisGlobal 2025-10-14T17:32Z 2401 followers, 2463 engagements

"@CRUDEOIL231 Long $FNV for CP restart becomes largest copper royalty play overnight And both $HBM and $ERO (the latter for production growth)"
X Link @ArrakisGlobal 2025-10-02T18:35Z 2396 followers, XXX engagements

"$APO -XX% Drawdown from highs. Quite amazing to think Rowan hedged his position close to highs earlier this year"
X Link @ArrakisGlobal 2025-10-10T16:16Z 2400 followers, 1598 engagements

"$AMG.NL graphite antimony vanadium. Been adding to this and now fully sized position. Looking at 500m in ebitda guidance within X years 1.5bn EV"
X Link @ArrakisGlobal 2025-10-13T07:28Z 2399 followers, 1910 engagements

"$RUM AI narrative starting with @perplexity_ai partnership. Neocloud / power / data center story next 👇🏾"
X Link @ArrakisGlobal 2025-10-03T13:42Z 2396 followers, 1273 engagements

"$CVC.AS $CVC GS sees XX% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations"
X Link @ArrakisGlobal 2025-05-23T08:56Z 2399 followers, 2413 engagements

"Compass highlights $ARCC conservative approach and current positioning"
X Link @ArrakisGlobal 2025-10-10T07:36Z 2401 followers, 1206 engagements

"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"
X Link @ArrakisGlobal 2025-10-12T14:23Z 2401 followers, 4324 engagements

"$CAMB.BE European antimony. 5-6x EBITDA Disc. Long Think this moons when people get familiar with the name. Its the worlds second largest producer. Based in Belgium (NATO HQ) $UAMY is much smaller and less profitable in comparison"
X Link @ArrakisGlobal 2025-10-13T14:29Z 2401 followers, 101.7K engagements

"Long $MU Short $ETN $VRT $GEV and the IPPs"
X Link @ArrakisGlobal 2025-09-28T17:34Z 2397 followers, 3642 engagements

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link @ArrakisGlobal 2025-03-25T10:02Z 2401 followers, 5632 engagements

"interesting & good exercise for those of us that have been long alts over the last XX years. I remember buying $BX with a 7x p/e and 8%+ yield back in 2017-18 Are the alts now a great secular short $ARES $BX $APO Answer is probably no. But unsure they are great Long anymore"
X Link @ArrakisGlobal 2025-10-02T21:14Z 2396 followers, 3507 engagements

"$ARCC $BXSL $MFIC A calm informed and non sensationalist overview of private credit. Most people who are shouting about bubbles are frankly ill informed and poorly educated on the subject matter"
X Link @ArrakisGlobal 2025-10-12T14:07Z 2396 followers, 2292 engagements

"$BXSL $ARCC $MFIC $BBDC the BDC stocks have been doing poorly interesting to see the Ares and BX ones de-rating from their NAV premiums slowly. Would be interested in deploy cash into them at some point again. Not yet though"
X Link @ArrakisGlobal 2025-09-15T15:39Z 2395 followers, 2034 engagements

"$BGC energy trading division recording amazing revenue growth Think the market is really asleep on the quality of this business and management team. Also note Josh Harris XX North bought HLs stake"
X Link @ArrakisGlobal 2025-09-07T10:42Z 2401 followers, 2377 engagements

"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link @ArrakisGlobal 2025-07-02T09:03Z 2395 followers, 8166 engagements

"$AVIO filed for a US ADR with Deutsche. MS and JeffCo doing the 400m raise. Expect a lot of sell side coverage (bullish) to start covering the name. - MS DB and JeffCo all will put out IC notes next few months. Disc. Long"
X Link @ArrakisGlobal 2025-10-03T12:01Z 2396 followers, 3039 engagements

"Woke up with the same feeling wish $MTAL didn't get taken out. was thinking of buying $HMY now that they have decent copper assets"
X Link @ArrakisGlobal 2025-09-29T09:01Z 2396 followers, 1548 engagements

"$CAN.L $TLN Rubric Capital who went massive into Talen acquired X% of the French cable operator last year and have boosted their holdings and own up to X% of the co"
X Link @ArrakisGlobal 2025-05-22T06:25Z 2395 followers, XXX engagements

"$CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa"
X Link @ArrakisGlobal 2025-08-11T08:13Z 2395 followers, XXX engagements

"Some stocks like the Alts $APO $KKR $BX are so weak its potentially telegraphing something. Yesterdays huge rally in commodity equities should scare generalist equity investors or LO Tech / Quality folks"
X Link @ArrakisGlobal 2025-10-09T07:51Z 2396 followers, XXX engagements

"a lot of doom porn on BDCs. The time to get negative was at massive NAV premiums highs on the DXY in Jan 2025 $ARCC $BXSL $MFIC"
X Link @ArrakisGlobal 2025-10-01T09:08Z 2397 followers, 2900 engagements

"$RHM.DE Not currently long But earnings momentum into latter part of the year + headlines post peace deal around arm and EU needing to save face via aggressive announcements around re armament and boots on the ground create powerful headlines. CMD day also upcoming"
X Link @ArrakisGlobal 2025-08-19T20:36Z 2395 followers, XXX engagements

"Atm we are in a bull market for assets full stop. Everything melts up. However there is a point in time where commodities ripping has to start to scare generalists as this is a direct read through to inflation"
X Link @ArrakisGlobal 2025-10-09T07:50Z 2396 followers, XXX engagements

"$ARCC From BBG article"
X Link @ArrakisGlobal 2025-10-15T16:23Z 2401 followers, XXX engagements

"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link @ArrakisGlobal 2025-07-24T12:27Z 2401 followers, 2561 engagements

"$CAN.L Canal + gets approval for MultiChoice takeover"
X Link @ArrakisGlobal 2025-07-23T07:14Z 2395 followers, XXX engagements

"$BXSL $ARCC $MFIC $BBDC from yesterday's Barons article on BDCs:"
X Link @ArrakisGlobal 2025-09-17T08:04Z 2395 followers, 2199 engagements

"$RHM.DE $RENK will be buys again. The cashflows revenues and order backlog all there. 👇🏾"
X Link @ArrakisGlobal 2025-08-11T17:55Z 2395 followers, 1388 engagements

"$TKA.DE $TKMS Spinoff in progress"
X Link @ArrakisGlobal 2025-07-02T15:04Z 2395 followers, XXX engagements

"My top 'EU Defense' names: $TKA - TKMS spinoff pure play naval defense co $INDRA -Air defense / space angle $RENK - Estimates yet to be upgraded post-Merz $SESG - Strong backlog and alt to Starlink $RHM been cutting"
X Link @ArrakisGlobal 2025-05-05T15:29Z 2396 followers, 5434 engagements

"$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs"
X Link @ArrakisGlobal 2025-09-30T09:21Z 2396 followers, 5241 engagements

"@SixSigmaCapital $figr $ftai $tko $arm $ccj"
X Link @ArrakisGlobal 2025-10-09T16:24Z 2396 followers, XXX engagements

"Nails it. This is a paradigm change for Europe. Position accordingly. I like $AMG.NL and $CAMB.BE Wouldnt be long $ASML leaning short"
X Link @ArrakisGlobal 2025-10-13T11:47Z 2401 followers, 17.3K engagements

"$AVIO.IT $RHM.DE $HO.FR $RENK.DE $IDR.ES EU Aerospace and defense multiples"
X Link @ArrakisGlobal 2025-06-19T08:36Z 2395 followers, XXX engagements

"$ARCC through the cycles"
X Link @ArrakisGlobal 2025-10-09T22:58Z 2396 followers, 1294 engagements

"Great breakdown of the strategic positioning of all the majors 👇🏾 $GLEN $RIO $AAL.L $BHP $VALE"
X Link @ArrakisGlobal 2025-08-06T18:06Z 2394 followers, 2860 engagements

"$BXSL $ARCC $BBDC $MFIC Falling SOFR rising non-accruals many BDCs not covering dividends rising PIK. Think the space will be interesting to re-visit but dividend cuts and lower returns with falling rates mean capital flight means that any buyer is swimming against the tide"
X Link @ArrakisGlobal 2025-09-17T08:08Z 2397 followers, 2339 engagements

"$GQG.AX AFAIK Jain has continued to see the ball. Took off oversized $LLY before this crash and has repositioned defensively. Stock down a lot in Aussie session"
X Link @ArrakisGlobal 2025-08-08T06:45Z 2394 followers, XXX engagements

"$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN"
X Link @ArrakisGlobal 2025-08-05T20:42Z 2396 followers, 3172 engagements

"@blondesnmoney I never really understood why one would want to go massively short the BDCs. unless you identified one particularly gnarly situation its such a negative carry trade. I would just short the equity that actually carries all this stuff that trades at high multiples $APO $ARES $BX"
X Link @ArrakisGlobal 2025-09-30T18:07Z 2401 followers, XXX engagements

"$CVC.NL $CVC.AS Punched out of these back in August. Mgmt is executing well shares just trade terribly. Have been buying US Alts $ARES $APO that I think can actually get bid. May revisit CVC later"
X Link @ArrakisGlobal 2025-09-15T16:17Z 2399 followers, 1227 engagements

"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"
X Link @ArrakisGlobal 2025-10-13T17:18Z 2399 followers, 2669 engagements

"$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x"
X Link @ArrakisGlobal 2025-10-13T14:31Z 2401 followers, 6737 engagements

"Robotics as a theme; interesting discussion around a thematic that I have no doubt will start to pickup traction. Especially interested in names that are in the midst of an automotive recession that would be key beneficiaries such as $SHA0.DE $SCAFF"
X Link @ArrakisGlobal 2025-05-17T07:37Z 2400 followers, 2497 engagements

"Duration / Technology investors should be cautious and not overly rejoicing today. Bull markets in commodities are born from bear markets in equities. Copper names absolutely mooning. $ERO $IE $HBM"
X Link @ArrakisGlobal 2025-10-08T20:04Z 2395 followers, 1055 engagements

"So the golden child David Rosen who has been in winning bets such as $TLN and is big in $CAN.L Is long $COOP which is being bought by $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US"
X Link @ArrakisGlobal 2025-08-04T19:00Z 2395 followers, 2968 engagements

"$BGC is one of the more interesting financials I have seen in a while. Think +40-50% upside + easily doable and probably more"
X Link @ArrakisGlobal 2025-09-04T15:28Z 2401 followers, 1235 engagements

"$MAA $CPT Worth revisiting"
X Link @ArrakisGlobal 2025-08-11T17:04Z 2398 followers, 1098 engagements

"$MFIC $ARCC $BXSL $STWD leaning back into US yield. Starting to see some interesting entry points with MidCap sub $XX dollars and a dividend that seems pretty well covered into 2026 with Merx aviation situation getting solved. Fwd pricing of rates collapsing getting priced in"
X Link @ArrakisGlobal 2025-09-29T14:01Z 2397 followers, XXX engagements

"Happy $RWE.DE $RWE XX Going to 50+"
X Link @ArrakisGlobal 2025-10-09T07:45Z 2395 followers, 2425 engagements

"@ulf_huse Fantastic note $TKA.DE"
X Link @ArrakisGlobal 2025-02-27T18:58Z 2397 followers, XXX engagements

"$ARM such an obvious long here if you believe more AI workloads shift to the edge. Also tragic this could have stayed a fully British company and UK listed and been a standard bearer for UK technology excellence"
X Link @ArrakisGlobal 2025-10-06T21:28Z 2401 followers, 3232 engagements

"$MFIC $ARCC $BXSL $BBDC fascinating to see where we are a year from now think this credit fear snafu is an opportunity to buy yield below b/v"
X Link @ArrakisGlobal 2025-10-08T17:31Z 2397 followers, 2236 engagements

"$TLN $CEG $NRG and now $FIP 😂"
X Link @ArrakisGlobal 2025-09-17T15:21Z 2396 followers, 3004 engagements

"$RHM.DE Current price action around EU defense looks very headline driven (understandable). However 2nd order consequences of a deal where cedes significant territory to forces a double down moment from EU who will look strategically weak"
X Link @ArrakisGlobal 2025-08-19T20:33Z 2395 followers, 1112 engagements