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@ArrakisGlobal Avatar @ArrakisGlobal Arrakis Global

Arrakis Global's recent discussions seem to be centered around Business Development Companies (BDCs), particularly $ARCC, $BXSL, and $MFIC, which are involved in private credit. Despite concerns about a potential credit meltdown, some investors are viewing this as an opportunity to buy yield, citing increased NAVs (Net Asset Values) as a positive sign. Meanwhile, Arrakis has structural exposure to German fiscal plans through $RWE.DE.

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

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

Social topic influence $glen #3, $arcc 5.88%, $gds #1, $cnr #1, $bhp #21, $ewz #7, commodities #281, $mfic 3.53%, $rwede 3.53%, $glncy #1

Top accounts mentioned or mentioned by @traderpamplona @irbezek @yellowlablife @davidbaverez @sbrunfaut @lecho @agnostoxxx @paulomacro @moneyofminepod @citrinicom @marketplunger1 @lifelags @bigcoveranch @invierteplata @niall_indie @ridireresearch @cowpensbelt @ruculaenblack

Top assets mentioned Ares Capital, Corp. (ARCC) Cornerstone Building Brands, Inc. (CNR) BHP Group Limited (BHP) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Viper Energy Partners LP (VNOM) Realio Network (RIO) Coterra Energy Inc (CTRA) Williams Companies Inc (WMB) Blackstone Secured Lending Fund (BXSL) STARWOOD PROPERTY TRUST, INC. (STWD) Franco-Nevada Corporation (FNV) TALEN ENERGY CORP (DE) (TLN) Suncor Energy, Inc. (SU) Valero Energy Corporation (VLO) VALE S.A. (VALE) Sasol Limited (SSL) EQT, Corp. (EQT) Hudbay Minerals Inc. (HBM) SPX6900 (SPX) Civic (CVC) Barings BDC, Inc. (BBDC) TAC Protocol (TAC) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Canadian Natural Resources Limited (CNQ) Exxon Mobil (XOM) Warrior Met Coal, Inc. (HCC) Century Aluminum Co (CENX) AGNC Investment Corp. Common Stock (AGNC) Annaly Capital Management, Inc. (NLY) Xphere (XP) Itau Unibanco Holding S.A. (ITUB) Microsoft Corp. (MSFT) Kinder Morgan Inc (KMI) TORM plc Class A Common Stock (TRMD) TC Energy Corporation (TRP) PPL Corp (PPL) Enterprise Products Partners, LP. (EPD)

Top Social Posts

Top posts by engagements in the last XX hours

"$EWZ 👇🏾 Everything is a narrative reminder that Brazil saw its biggest market boom under Lula 😂 But we sold off -X% yesterday (biggest selloff since 2021) on fears Lula might win next year"
X Link 2025-12-06T10:29Z 2724 followers, 27.5K engagements

"$AFM.V My first dividend out of tin. I am officially part of the tin baron club @TraderPamplona @YellowLabLife"
X Link 2025-12-09T09:11Z 2724 followers, 5713 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 2025-10-08T20:04Z 2724 followers, 1112 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 2025-10-14T17:32Z 2719 followers, 2693 engagements

"$ARCC From BBG article"
X Link 2025-10-15T16:23Z 2719 followers, 1026 engagements

"$ARCC $XXXXX NAV per share Love the narrative violation of seeing increased NAVs in a private credit meltdown 😂 Long"
X Link 2025-10-28T10:28Z 2723 followers, 3235 engagements

"$ARCC on Q3 call discussing dividend coverage We just feel very confident"
X Link 2025-10-31T21:29Z 2723 followers, XXX engagements

"$FNV Cobre Panama resolution in sight"
X Link 2025-11-03T22:46Z 2719 followers, XXX engagements

"$CVC.NL $CVC One of my biggest longs has done absolutely nothing for me. but it will have its day in the sun. Unique vs. other alts in that teams/ partners have negative carry to force accountability XX% EPS growth on 16x fwd"
X Link 2025-11-15T10:35Z 2720 followers, 1769 engagements

"$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx"
X Link 2025-11-18T08:06Z 2722 followers, 2083 engagements

"$RHM.DE Price action so weak interesting that this could be telegraphing some form of windfall tax and not just Ukraine peace negative catalyst. Would be cautious getting long this theme again"
X Link 2025-12-01T14:05Z 2719 followers, 1086 engagements

"$SAGA.L Took a starter on Friday. Early in an equity story transformation. dividends come back leverage goes down and valuation gap vs peers starts to narrow. This clever fund sees upwards of a 5x"
X Link 2025-12-08T08:46Z 2719 followers, 1121 engagements

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link 2025-03-25T10:02Z 2724 followers, 5900 engagements

"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z 2724 followers, 11.6K 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 2025-08-05T20:42Z 2724 followers, 3480 engagements

"Happy $RWE.DE $RWE XX Going to 50+"
X Link 2025-10-09T07:45Z 2724 followers, 2655 engagements

"$FTAI CEO buys $300k of stock COO buys $1m of stock"
X Link 2025-11-13T23:10Z 2724 followers, 4486 engagements

"$FTAI will be a continued buyer on weakness of this"
X Link 2025-11-13T23:15Z 2724 followers, 2385 engagements

"$FTAI JeffCo $XXX PT in 2028"
X Link 2025-11-14T14:18Z 2724 followers, 2093 engagements

"My 2026 trade. oil & refiners $SU $VNOM $CNQ $XOM $VLO @PauloMacro master class on @moneyofminepod"
X Link 2025-11-14T20:15Z 2724 followers, 13.4K engagements

"2026 trade . revenge of the old economy $GLEN $CNR $HCC"
X Link 2025-11-14T20:31Z 2724 followers, 10.2K engagements

"Current gold / PGM exposure in Arrakis: $FNV - like the Cobre catalyst that adds big dollop of earnings to Franco and re-ignites copper story for the stock get the gold bid until then $B - like the special sit / breakup / activist value. dream of Mick getting CEO job"
X Link 2025-11-16T11:24Z 2724 followers, 8448 engagements

"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z 2724 followers, 4729 engagements

"$GLEN $CENX Glencore adding to firepower for a buyback announcement during CMD"
X Link 2025-11-21T19:49Z 2724 followers, 1837 engagements

"$AGNC $NLY I personally like $STWD as well"
X Link 2025-11-21T20:19Z 2724 followers, 2431 engagements

"$SSL As the Ex-US trade and long EM / commodities picks up I think SA is a good place to hunt for longs. The South African central banks new inflation target released last week as been under reported on and serves as a big macro catalyst for local equities"
X Link 2025-11-23T10:06Z 2724 followers, 6541 engagements

"$SSL $EZA Also have to love South Africans calling UK uninvestable I agree and am inclined to long SA via ETF and select equities (already own $VALT)"
X Link 2025-11-23T10:11Z 2724 followers, 1844 engagements

"The message is clear. Get long commodities. $VALE $GLEN $BHP $AAL.L $RIO"
X Link 2025-11-24T18:15Z 2724 followers, 1496 engagements

"$GLEN portfolio grid. Mgmt should focus on: Upstream high margin long life assets"
X Link 2025-11-30T10:51Z 2724 followers, 3165 engagements

"$GLEN The numbers speak for themselves Glencore TSR -XX% since last CMD and well below peers 👇🏾"
X Link 2025-11-30T10:56Z 2724 followers, 4163 engagements

"Boosted Brazilian financial longs: $XP $BOLSY $PAX $ITUB Also added to China longs: $FUTU $GDS $JD"
X Link 2025-12-02T20:00Z 2724 followers, 2042 engagements

"By 2035. Glencore becomes the largest copper producer $GLEN I am so here for them rewiring the equity story to a copper growth narrative"
X Link 2025-12-03T13:26Z 2724 followers, 4018 engagements

"@marketplunger1 $GLEN but since they are now officially a copper company $CNR"
X Link 2025-12-03T19:21Z 2724 followers, 1369 engagements

"$EWZ So reading the tea leaves here 🫖 🍂 Sole force factor behind Bolso decisions getting out of prison. Flavio likely loses to Lula. That doesnt help Bolso. So this is likely moving pieces on the chessboard to guarantee PL has his back if they win and then pardon him"
X Link 2025-12-07T13:35Z 2724 followers, 9188 engagements

"$CNR JeffCo sees $XXX PT as base case Is Core emerging as the biggest magnet for generalists who want to invest in a clean met/thermal US coal play"
X Link 2025-11-14T20:23Z 2724 followers, 1872 engagements

"Long $GLEN / Short $MSFT set for another nice day. I love this spread trade. So few people realise its actually working beauty"
X Link 2025-12-11T09:22Z 2724 followers, 2654 engagements

"$TLN $DIDIY $GDS $MFIC $RWE.DE - all adding. Have been shedding $OCSL (taking a XX% loss on the position inc. all dividends received may keep some but so pissed off with my recent interactions with Oaktree I have lost faith in them) Updated Arrakis book"
X Link 2024-10-12T10:27Z 2724 followers, 2609 engagements

"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link 2025-07-24T12:27Z 2724 followers, 2634 engagements

"$GLEN $GLNCY JPM downgrades on copper output concerns and potentially higher capex going into CMD day in December"
X Link 2025-10-09T11:22Z 2724 followers, 1070 engagements

"$CNR $GLEN $EQT $CTRA"
X Link 2025-10-18T17:34Z 2724 followers, 2851 engagements

"Citrini is the messenger $VNOM $CTRA $EQT $KMI $WMB Nat gas trade is on"
X Link 2025-11-06T08:09Z 2724 followers, 4405 engagements

"$GLEN $GLNCY Glencore wants 420p"
X Link 2025-11-06T13:31Z 2724 followers, 3270 engagements

"$TRMD $VLO $CTRA $SU $GLEN $VNOM Crude oil the big laggard Old economy is biting"
X Link 2025-11-11T20:44Z 2724 followers, 1842 engagements

"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z 2724 followers, XXX engagements

"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z 2724 followers, XXX engagements

"$BHP $AAL.L"
X Link 2025-11-23T15:26Z 2723 followers, XXX engagements

"$GDS have a small position clear thematic beneficiaries from the H200 reprieve"
X Link 2025-12-09T22:56Z 2723 followers, XXX engagements

"$GDS get long"
X Link 2025-12-11T19:46Z 2724 followers, XXX engagements