@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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Social Influence

Social category influence finance 36.82% stocks 36.82% countries 8.64% cryptocurrencies 7.27% technology brands 5.91% currencies 5% exchanges 1.82% financial services 0.91% travel destinations 0.45% automotive brands 0.45%

Social topic influence $glen 16.82%, copper #1857, $tln #14, in the 6.82%, $ceg #30, $fnv #1213, $vst #33, $rio 5%, $hcc 5%, ai 4.55%

Top accounts mentioned or mentioned by @yellowlablife @enriqueabeyta @traderpamplona @sanskarimata @satsfilip @acapitallp @stevenshadduck @ancientsion @irbezek @mfwarder @marketplunger1 @chamath @cornelialake @reecycleinc @mpmaterials @contrariancurse @jb03 @calvinfroedge @paulomacro @jackfarley96

Top assets mentioned TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Franco-Nevada Corporation (FNV) Vistra, Corp. (VST) Realio Network (RIO) Warrior Met Coal, Inc. (HCC) Hudbay Minerals Inc. (HBM) Ares Capital, Corp. (ARCC) Royal Gold Inc (RGLD) NRG Energy Inc (NRG) Alcoa, Corp. (AA) BHP Group Limited (BHP) Newmont Corporation (NEM) Ero Copper Corp. (ERO) Taseko Mines Limited (TGB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Sea Limited (SE) Williams Companies Inc (WMB) Blackstone Secured Lending Fund (BXSL) Coterra Energy Inc (CTRA) The Magnum Ice Cream Company N.V. (MICC) CoreWeave, Inc (CRWV) Iris Energy Limited (IREN) Metadium (META) Cornerstone Building Brands, Inc. (CNR) ZIM Integrated Shipping Services Ltd. (ZIM) MP Materials Corp. (MP) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Nexa (NEXA) Sasol Limited (SSL) Rubic (RBC) Barings BDC, Inc. (BBDC)

Top Social Posts

Top posts by engagements in the last [--] hours

"$NEXA Prop to @calvinfroedge for highlighting this one. Love the sleeper exposure to silver when royalty rolls off this year. Also dont hate zinc and the smelting business turning around"
X Link 2026-01-23T13:25Z [----] followers, [----] engagements

"$TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28%"
X Link 2026-01-24T13:58Z [----] followers, [----] engagements

"$SVAC $GFUZ only pure play fusion co. Will be a big theme in [----] https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million"
X Link 2026-02-03T10:15Z [----] followers, [----] engagements

"RT @YellowLabLife: The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to t"
X Link 2026-02-05T16:43Z [----] followers, [--] 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 [----] followers, [----] 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 [----] followers, [----] engagements

"$FNV 50% of probability for restart occurring After restart its 6-9 months to reach 80% capacity Think this runs to $250 🎯+ Upon CP announcement +$300"
X Link 2025-12-17T08:11Z [----] followers, [----] 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. https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette"
X Link 2025-08-11T08:13Z [----] followers, [----] 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 2025-10-13T14:31Z [----] followers, [----] engagements

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

"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z [----] followers, [----] 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) https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF"
X Link 2025-11-23T10:11Z [----] followers, [----] engagements

"$RBC summary commod views"
X Link 2025-12-26T09:38Z [----] followers, [----] engagements

"$GLEN Glencore is a copper stock with an iron ore multiple easy money riding this to 480p"
X Link 2025-12-28T10:08Z [----] followers, 44.7K engagements

"$ARCC $BBDC $MFIC $BXSL $TSLX Non-accrual rates at cost over time for BDCs"
X Link 2025-12-29T13:07Z [----] followers, [----] engagements

"Reminds me of Asterix & Obelix comic when the pirates decide to sink their own ships rather than allow the Gauls to sink it for them 😂 https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN"
X Link 2025-12-31T08:29Z [----] followers, [----] engagements

"$MOS everyone will eventually join the dance 🕺🏻 Wondering when to pull the trigger on ags 🌾"
X Link 2026-01-07T09:33Z [----] followers, 12.1K engagements

"$SHCO Deal seems to be falling apart. Shouldn't the shares be down more if this effectively cannot be financed Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed an equity commitment letter to fund a $200 million equity check for the deal from its MCR https://t.co/0W1OVAxmA4 Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed"
X Link 2026-01-08T16:39Z [----] followers, [----] engagements

"$VALT $ANGPY Everytime i sell Valterra I feel serious FOMO PGM Outlook / Supply & Demand dymanics below"
X Link 2026-01-21T09:31Z [----] followers, [---] engagements

"$CAN.L nice move today +13% $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. https://t.co/BcVd4Cwm5N $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. https://t.co/BcVd4Cwm5N"
X Link 2026-01-29T10:28Z [----] followers, [----] engagements

"$BMM bought So nice owning this on Nasdaq 😮💨"
X Link 2026-01-30T20:14Z [----] followers, [---] engagements

"$BMM European copper US tungsten Producing [----] Nasdaq listed 🙏🏼 thanks to @YellowLabLife for flagging"
X Link 2026-02-01T16:12Z [----] followers, [----] engagements

"$EWJ sogo shosha earnings by segment Personally like Mitsui a lot"
X Link 2026-02-01T16:20Z [----] followers, [----] engagements

"Cant wait to see Drucks 13F loaded up on commods 👇🏾 $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC"
X Link 2026-02-01T18:45Z [----] followers, [----] engagements

"The maths 🧮 isnt adding up for the power / data center and utilities narrative $TLN $CEG $NRG $VST Remain short 🩳 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4"
X Link 2026-02-02T10:54Z [----] followers, [----] engagements

"@TraderPamplona Right now is a time to step back disengage $COPX lunar holiday dries up liquidity tape doesnt feel stable yet. Think stuff gets buyable on the next flush"
X Link 2026-02-03T10:34Z [----] followers, [----] engagements

"$GDX $SLV @TraderPamplona has talked about this at length From February [--] through 23rd will see closure of the Shanghai exchange. As these charts demonstrate a lot of action is happening overnight in When that stops I expect significant weakness and lower vol"
X Link 2026-02-03T11:47Z [----] followers, [----] engagements

"@satsfilip No. I have covered $ceg short. But still think $TLN has a lot of downside"
X Link 2026-02-04T19:34Z [----] followers, [---] engagements

"$GLEN $RIO deal cancelled Great to be able to buyback full Glencore position but waiting for lower entry. And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements

"@TraderPamplona This starts to look like their only choice $glen $glncy"
X Link 2026-02-05T16:37Z [----] followers, [---] engagements

"$SPX amazing with so many names destroyed that spoozini isnt down more. Dangerous ⚠"
X Link 2026-02-05T20:58Z [----] followers, [----] engagements

"@YellowLabLife Or the Japanese TradeCos take out Whitehaven & HCC Comment from one of the TradeCos to me was they are worried Glencore now all but controls coal market and pricing and they need to diversify outside of Asia"
X Link 2026-02-10T06:07Z [----] followers, [---] engagements

"Hard assets can re rate a lot because AI cannot print more copper / coal / aluminium etc EM economies dont depend as much on blue collar jobs and are linked to commods Identifying AI winners is tricky dangerous game"
X Link 2026-02-13T12:02Z [----] followers, [----] engagements

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

"Long $su $cnq if they flush tomorrow Venezuela oil production in [----] will be less than in [----] Venezuela oil production in [----] will be less than in 2025"
X Link 2026-01-04T18:28Z [----] followers, [----] engagements

"At some point they will become a buy again. Power generation ex-any data center deals $TLN $CEG $VST $NRG $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28% https://t.co/LK1XsMSUwl $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done"
X Link 2026-01-27T10:54Z [----] followers, [----] engagements

"IPPs from ATHs $TLN -24% $CEG -30% $NRG -14% $VST -27% $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw"
X Link 2026-02-03T13:04Z [----] followers, [----] engagements

"$OTLY Great product broad and effective distribution interesting new flavours Simply cant turn a profit if they did manage to get growth / profitability balance right could multi bag"
X Link 2025-12-23T20:34Z [----] followers, [----] engagements

"$TLN JPM on Talen's nat gas deal"
X Link 2026-01-27T12:33Z [----] followers, [----] engagements

"Intelligent and strategic management of cash balances is going to be something really important. As a EUR 💶 denominated investor I especially like holding $AUD and $NOK"
X Link 2026-01-30T08:31Z [----] followers, [---] engagements

"Stopped out of energy / nat gas longs. live to fight another day $SU $CNQ $CTRA"
X Link 2025-12-16T17:02Z [----] followers, [----] engagements

"$MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here"
X Link 2026-01-02T17:30Z [----] followers, [----] engagements

"$MICC $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-02T22:11Z [----] followers, [----] engagements

"$MICC nice move today 🍨 $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-26T15:58Z [----] followers, [----] engagements

"$RGLD $FNV $ELE $GDX Really interesting number from GS co-head of FICC. Interested to see the same for copper / gold / platinum / silver / uranium etc 5% of gold free float available @PauloMacro"
X Link 2026-01-31T17:21Z [----] followers, [----] engagements

"$FNV $RGLD $GDX"
X Link 2026-02-01T10:11Z [----] followers, [----] engagements

"$BHP $RIO $OXY vs sogo shosha The Japanese trading cos have crushed the miners / energy cos conclusively for last few years. Interesting how seldom mintwit talks about these"
X Link 2026-02-03T09:51Z [----] followers, [----] engagements

"Im sensing a potential black swan / massive selloff here from these Anthropic models; want to be in cash for this At the other side EM equities /EM currencies as well as commods / hard assets are a buy Caution of the highest order. Market is whispering it can scream soon"
X Link 2026-02-13T11:35Z [----] followers, 18.7K engagements

"@JackFarley96 And yet $OCSL has been a disaster"
X Link 2026-02-05T13:41Z [----] followers, [---] engagements

"The terminal state of the AI trade may be long 10Y treasury"
X Link 2026-02-16T08:32Z [----] followers, [---] engagements

"$AA New position Think aluminium can play catch up with copper"
X Link 2025-12-17T22:44Z [----] followers, [----] engagements

"Aluminium is a sleeper commodity not hated / loved. $AA is my pick I also like $CENK and $S32 $SOUHY but Alcoa is the most large liquid name in the space"
X Link 2025-12-17T22:45Z [----] followers, [----] engagements

"$EZA There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji"
X Link 2025-12-21T11:42Z [----] followers, [----] engagements

"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 1/ Supply constraints are deepening for what seems to be a third year 2/ Supply is forecast to be lowest in [--] years for platinum and palladium"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements

"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 3/ depletion of above ground stocks continues 4/ China jewellery demand is strengthening as gap between gold and platinum widens 5/ imports continue to increase"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements

"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 6/ EU ICE regulatory reprieve further extends demand for PGMs 7/ ETFs and flow driven buying is picking up global allocations woken up by need to hedge against dollar weakness"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements

"Zijin Mining . 28% earnings CAGR by [----] $ZIJMF"
X Link 2025-12-23T15:42Z [----] followers, [----] engagements

"$ERO $HBM $TGB $TECK $FQM EV / 2026e Cashflow sensitivity to spot"
X Link 2025-12-23T15:56Z [----] followers, [----] engagements

"get long commodities $FNV $GLEN $HBM"
X Link 2025-12-23T21:11Z [----] followers, [----] engagements

"Meanwhile the SARB in are re-anchoring inflation Long $EZA / short $SPX"
X Link 2025-12-23T21:11Z [----] followers, [---] engagements

"$RBC updated commod forecasts "
X Link 2025-12-26T09:40Z [----] followers, [---] engagements

"$NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year"
X Link 2025-12-30T19:46Z [----] followers, 21.8K engagements

"btw am long $VALT and $PALL so am making fun of myself"
X Link 2025-12-31T08:50Z [----] followers, [---] engagements

"2026 predictions🔮 iii) AI trade is mostly finished as Mag7 cannibalise each other data center infra structure trade properly blows up (has already started) trade: short neoclouds / power names $NBIS $CRWV $TLN $FRMI $IREN"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements

"2026 predictions🔮 iv) private credit hysteria continues but no large default cycle BDCs end up with another boring year of paying dividends and hovering around NAVs which stay stable trade: long $BIZD $ARCC"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements

"2026 predictions🔮 v) nuclear fusion emerges as a major new bubble to replace the SMR craze A flood of issuance for new IPOs SPACs in the space (has started with $DJT x TAE Tech) @CFS_energy @Helion_Energy @GeneralFusion get public trade: long the SPACs / private shares"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements

"2026 predictions🔮 vi) SPX in foreign currencies (EUR / GBP etc) continues to produce disappointing 5% returns Trade: long ex-US US exceptionalism peaked in Feb [----] with a focus on EMs $EZA $EWZ"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements

"$SLSR added to this. The best cu development asset for generalists - CEO sounds like a mini Gary Nagle - Its the only Tier1 copper deposit not affiliated with any majors $BHP $RIO $GLEN - Fully financed non dilutive equity raise done with $RGLD - 0.4x P/Nav this trades $20+"
X Link 2026-01-02T17:23Z [----] followers, [----] engagements

"$SLSR - clever to re-domicile outside of Canada following Zijin debacle to - Dan was good but new mgmt actually get that this baby needs to be sold - trades decently liquid on NYSE"
X Link 2026-01-02T17:25Z [----] followers, [----] engagements

"@YellowLabLife Its why i bought more 🤷🏻♂ I trust someone somewhere will get enough FOMO to take this out if not generalists chase it on NAV discount to fill their metals/mining development sleeve. https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairman"
X Link 2026-01-02T17:32Z [----] followers, [---] engagements

"$EZA https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019 https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019"
X Link 2026-01-07T19:30Z [----] followers, [---] engagements

"$GEO feels like a logical derivative long into midterms. Shares are down a lot feels like decent r/r here"
X Link 2026-01-07T20:28Z [----] followers, [----] engagements

"$OKLO $META $SRUUF 🫨 https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio"
X Link 2026-01-09T14:24Z [----] followers, [---] engagements

"And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0 $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0"
X Link 2026-01-09T15:01Z [----] followers, [----] engagements

"$SLSR Low strip large scale resource"
X Link 2026-01-09T20:07Z [----] followers, [----] engagements

"Significantly reduced exposure last week. A lot of PnL posting punched out of $VALT $ANGPY $ERO trimmed $FNV $RGLD $AA make sure to actually buy a few real things during this cycle ( 🏠 🖼 etc) have something to show for it instead of a few screenshots ✌🏼"
X Link 2026-01-19T07:53Z [----] followers, [----] engagements

"$CEG $TLN $VST IPP sector continues to be one of the most obvious shorts. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is whispering to people as these bleed daily. The power trade is going to get absolutely slammed into midterms. Fundamentals don't matter at this point narrative shorts are powerful. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is"
X Link 2026-01-19T08:09Z [----] followers, 11.8K engagements

"Seller of gold into this violent crash up. Buyer of anything rate sensitive. $RKT $FIGR maybe nibble back into some industrial metals $AA TACO incoming. Most of the US doesn't know where or what Greenland is. But they sure do know if rates go up. 🌮🌮🌮"
X Link 2026-01-20T11:51Z [----] followers, [----] engagements

"$GLEN / $RIO Whats in it for Glencore"
X Link 2026-01-21T10:16Z [----] followers, [----] engagements

"$ALB demand shock from robotics incoming"
X Link 2026-01-21T11:03Z [----] followers, [----] engagements

"$YCA.L $SRUUF Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl"
X Link 2026-01-21T11:45Z [----] followers, [----] engagements

"$GTLB moving $GTLB Akram is pretty sharp 😉 on all things SaaS. When he buys I listen. $GTLB Akram is pretty sharp 😉 on all things SaaS. When he buys I listen"
X Link 2026-01-22T20:35Z [----] followers, [----] engagements

"$GLEN $RIO Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close"
X Link 2026-01-24T17:10Z [----] followers, [----] engagements

"Chopping more mining longs. Wild price action. Crash up mode. Can be elevator down. And tourists to the sector will learn the hard way that even in a bull market commodities test you. $HBM $ERO $TGB $SLSR $FNV $EQX $ELE $NEXA $AA $ALB $PALL Happy to sit in fiat 💶 😂"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements

"Chopping mining longs again $HBM $ELE $RGLD $FNV $PALL $TGB $NEXQ $AA $SLSR Wild crash up price action could see elevator down any day. Best to stay zen detached and bank wins can always re-visit. Some fading of strong price action at open tell me we sell off soon"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements

"@ACapitalLP @FoxCastlehold Think the spectrum catalyst is interesting. Traded around the stock. Not currently involved but keeping an eye on it ☝🏽"
X Link 2026-01-27T11:09Z [----] followers, [---] engagements

"@ACapitalLP still think they bleed a bit more into election / get killed on affordability basket. $CEG and $TLN shorts been rewarding. Don't forget Rubric are big holders in TLN and have to continue selling down their shares. But the upside case does get interesting soon"
X Link 2026-01-27T13:08Z [----] followers, [---] engagements

"I feel a big reversal day coming. $DXY up and metals down. Be careful riding stuff too hard. $GDX $SLV"
X Link 2026-01-27T14:05Z [----] followers, [----] engagements

"$DXY EUR/USD good report by SG that sees dollar strength into back half of the year. Interesting counter consensus call. https://youtu.be/EA4e7LDLBkIsi=XZVTc-1PpiChntbU https://youtu.be/EA4e7LDLBkIsi=XZVTc-1PpiChntbU"
X Link 2026-01-27T21:18Z [----] followers, [----] engagements

"@Kacper_PK_CH Im also boosting AUD take a look at NOK as well"
X Link 2026-01-28T20:28Z [----] followers, [---] engagements

"@TraderPamplona 🫡 been scaling down copper longs $ERO $HBM $TGB $SLSR"
X Link 2026-01-29T12:42Z [----] followers, [---] engagements

"Dollar reversal copper names struggling to hold crazy gains at open. Here we go $DXY"
X Link 2026-01-29T15:26Z [----] followers, [---] engagements

"$ELE any news"
X Link 2026-01-29T17:46Z [----] followers, [----] engagements

"Kevin inflation is a choice Warsh appointment long term wont matter much. However relative to expectations this is going to enforce fed independence dollar strength and is a game changer for certain short term narratives ie debasement trades. Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth + main street to do well. Has called out loose financial conditions with AI financing and SPACs as indicators. Warsh over Hassett has interesting implications Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth +"
X Link 2026-01-30T10:26Z [----] followers, [----] engagements

"Warsh has a track record of caring about inflation has been very hawkish in the past. Still fully expect him to cut rates at his 1st meeting and possibly before midterms. Consequences are precious metals and overall commods correct dollar bounces"
X Link 2026-01-30T10:28Z [----] followers, [---] engagements

"$RKT (re)started a chicken position at 1% NAV down 14%"
X Link 2026-01-30T14:59Z [----] followers, [----] engagements

"@ACapitalLP Yes. Been looking at it. $NOK. This can be a very interesting name"
X Link 2026-02-01T13:59Z [----] followers, [---] engagements

"$HMY interesting to start thinking about when gold & copper miners start to see multiple expansion vs. their pure play equivalents As a generalist I increasingly like leaning into Gold stories with underpriced copper growth same reason i liked $B and $FNV and $MUX"
X Link 2025-12-16T09:01Z [----] followers, [----] engagements

"Long book: $GLEN $FNV $HBM $ANGPY Short Book: Mag7 + AI infra $NBIS $CRWV etc"
X Link 2025-12-16T14:15Z [----] followers, [----] engagements

"@ExcessDefaults Jain is undisputed as the best PM of the last few years. Called tech meltdown rode energy bought tech back into AI melt up. His level of intellectual flexibility stands out. $GQG.AX shareholders have also done well ;) Its the only public markets AM worth owning imo"
X Link 2024-07-13T08:45Z [----] followers, [--] engagements

"Raising cash. All out of $HCC $WHC.AX Please treat me as a contra and the time to turn bullish on met coal. I prefer to stay oversized in $GLEN and add on weakness. The only mgmt team i really trust is Glencore"
X Link 2024-10-21T13:48Z [----] followers, [----] engagements

"@cultivatedbeta Its the mother of all cherrypicking 1st of July - 30th of June. $WHC.AX mgmt stating TSR returns over that period of time when the stock happened to spike during the Anglo blowup is highly disingenuous"
X Link 2024-10-31T21:32Z [----] followers, [---] engagements

"$GQG.AX $GQG Adani debacle could be a big deal. Jain staked a lot behind his contrarian bet last year. Stock -20%"
X Link 2024-11-21T11:16Z [----] followers, [---] engagements

"@StevenShadduck @AncientSion They are looking at Kestrel $WHC.AX see little chance of cap returns Paul is empire building"
X Link 2024-11-28T19:32Z [----] followers, [---] engagements

"@apeconomics69 @StevenShadduck @AncientSion Saw it was reported by aussie financial press and Paul & Co want to do deals your intel may well be better than mine though $WHC.AX"
X Link 2024-11-28T19:48Z [----] followers, [---] engagements

"@dennisihong @psyopcapital Im not sure if $LVMH is a good business. Individual sub components may be but the collection as a whole is pretty unwieldy. Wouldnt be a buyer they need to majorly re think this entity"
X Link 2025-06-20T16:46Z [----] followers, 13.6K 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 2025-10-13T14:29Z [----] followers, 104.9K engagements

"$HCC $GLEN - Peak bad sentiment on coal "this too shall pass". - Been fading my own bearishness and buying Warrior and GLEN through gritted teeth"
X Link 2025-03-28T11:19Z [----] followers, 15K engagements

"$BP one of the biggest beneficiaries from Russia normalisation their stake in Rosneft could add up to 20% of their mkt cap back through impairment reversal"
X Link 2025-02-17T11:12Z [----] followers, 19K engagements

"$EXA.FR One of the most exciting growth stories I have seen in a while. Top three global player in unmanned sea faring drones (a true European gem) that is winning 90% of their tenders with large prime navies around the world (Belgium/Netherlands Singapore)"
X Link 2025-06-11T10:23Z [----] followers, [----] engagements

"@irbezek Prefer PEMEX debt in USD. Mexican USD sovereign bonds well above par. Don't want the headache of taking peso risk and PEMEX is a state proxy if we are all honest"
X Link 2024-10-21T13:52Z [----] followers, [----] engagements

"$GLEN 20% of the seaborne thermal market is losing money at current prices"
X Link 2025-03-03T15:27Z [----] followers, [----] engagements

"$UNH RBC has it at 9.7x [----] EPS. Sees upside of 40%+ in upside scenario"
X Link 2025-05-22T22:10Z [----] followers, 10.8K engagements

"$GLEN $CNR Coals Four-Year Lows Hide a Coming Global Supply Squeeze https://www.bloomberg.com/news/articles/2025-03-01/coal-s-four-year-lows-hide-a-coming-global-supply-squeeze https://www.bloomberg.com/news/articles/2025-03-01/coal-s-four-year-lows-hide-a-coming-global-supply-squeeze"
X Link 2025-03-02T18:10Z [----] followers, 17.7K engagements

"$GLEN $RIO Merger begs some important questions and ultimately throws the ball back in the court of mgmt teams that keep dangling the carrot of returns to shareholders tomorrow but not today. PS. I worked at one of the banks advising Rio on its defense vs. GLEN in 2014"
X Link 2025-01-17T10:02Z [----] followers, 20.8K engagements

"$HCC Even as a met coal bear im impressed and tempted to buy back in sub $50"
X Link 2025-02-22T09:02Z [----] followers, [----] engagements

"$GLEN DB with 400p PT Seems merger with $RIO and separation of coal assets as increasingly likely. Coal prices near bottom as well. Issue is what to do with marketing business"
X Link 2025-06-13T16:39Z [----] followers, [----] engagements

"In commodities: $FNV top holding like the catalyst $NEM cheap vs. peers and self help story in play $GOLD like the US redomicile $PAAS silver as a catchup / reflation trade $GLEN been hate buying this $HCC love the BC economics $SHELL buyback machine $ECOR 0.4x P/NAV"
X Link 2025-05-05T15:35Z [----] followers, [----] engagements

"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z [----] followers, 12K engagements

"$GLEN.GB So Glasenberg buys around 300m worth of stock the shares have reached my max pain buy point around 250p. This is where I turn massively bullish. US listing or not doesn't matter at the point"
X Link 2025-04-17T07:29Z [----] followers, [----] engagements

"$SXE.AU can take a victory lap on a quick and easy 2x. Sold into todays ramp. Reallocation towards $WHC.AX and $YAL.AX I have Whitehaven at A$1.7bn FCF by end of [----] on thermal + met assets. Think this is a A$20 / share stock in [--] years"
X Link 2024-07-23T07:53Z [----] followers, [----] engagements

"$GLEN Cant help myself Bought a starter at 316p"
X Link 2025-02-24T15:54Z [----] followers, [----] engagements

"$GLEN Another unexpected twist with the potential sale of copper/cobalt assets in DRC If mgmt is even considering selling these as one of the most established and influential groups there it telegraphs that things are going to get bad on the ground https://www.ft.com/content/eb7a0c36-b7b1-4ae3-9e07-418eb5fe7745 https://www.ft.com/content/eb7a0c36-b7b1-4ae3-9e07-418eb5fe7745"
X Link 2025-02-17T10:10Z [----] followers, [----] engagements

"$ZIM When i go through sell-side research especially Barclays and I compare to @tradedollarnut or @christankerfund I wonder if we are even discussing the same company"
X Link 2025-02-17T17:03Z [----] followers, 15.4K engagements

"$THS.L Like this note that spells out the simple bull case for Tharisa I see this as a 180p+ stock"
X Link 2025-07-30T14:31Z [----] followers, 12K engagements

"$KMI $WMB $VNOM $CTRA Biggest longs in the book right are is nat gas + midstream players. Been steadily adding. Thesis is simple these are defensive low beta names that are currently trading with little to no AI upside priced in to the stocks"
X Link 2025-11-05T17:11Z [----] followers, [----] engagements

"$MP a book should be written about this "a value investment for the ages" Second leg of the story has only just begin creating a 'full stack' supply chain of rare earth production refining magnet assembling in the US One of the greatest stories in mining of the last decade"
X Link 2025-01-25T09:43Z [----] followers, [----] engagements

"$GLEN.GB $GLEN Not good. No US listing and not even a sponsored ADR"
X Link 2025-08-06T06:31Z [----] followers, 18.1K engagements

"Copper ripping platinum squeezing higher gold at ATHs. DJT / Bessent want to install a puppet Fed Chair to cut rates and run economy hot whilst blowing out deficit. I see a [----] style inflationary redux in the making. Bulk commodities will be the last to rip higher"
X Link 2025-06-26T12:08Z [----] followers, [----] engagements

"$GLEN Taking up LT Marketing guidance"
X Link 2025-07-30T06:32Z [----] followers, [----] engagements

"Reminder that you can buy $EXA.FR which is profitable growing and winning 90% of tenders. At 20x EV / EBITDA FT: Spotifys Daniel Ek leads 600mn investment in German drone maker Helsing $SPOT https://t.co/tjmwwzp7hS FT: Spotifys Daniel Ek leads 600mn investment in German drone maker Helsing $SPOT https://t.co/tjmwwzp7hS"
X Link 2025-06-17T13:04Z [----] followers, [----] engagements

"FT: Spotifys Daniel Ek leads 600mn investment in German drone maker Helsing $SPOT"
X Link 2025-06-17T13:03Z [----] followers, [----] 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 The Netherlands has just crossed a geopolitical Rubicon. By seizing control of the Chinese-owned chipmaker Nexperia The Hague has aligned itself with Washington in the new Cold War where semiconductors data and rare earths define power hierarchies. This is no longer just a The Netherlands has just crossed a geopolitical Rubicon. By seizing control of the Chinese-owned chipmaker Nexperia The Hague has aligned itself with Washington in the new Cold War where"
X Link 2025-10-13T11:47Z [----] followers, 17.5K engagements

"The Netherlands has just crossed a geopolitical Rubicon. By seizing control of the Chinese-owned chipmaker Nexperia The Hague has aligned itself with Washington in the new Cold War where semiconductors data and rare earths define power hierarchies. This is no longer just a trade issue but a front in the systemic struggle between the U.S. and the DragonBear bloc. Europes most open economy has now accepted that strategic dependence equals major vulnerability. Next comes the hard part: managing Chinas retaliation securing Europes chip supply chains and preparing for a world split into two"
X Link 2025-10-13T08:01Z 203.5K followers, 456.9K engagements

"Think copper stocks have to take a BIG leg higher; massively boosted $GLEN $ANTO $ATYM $AAL $ECOR.L"
X Link 2025-07-24T07:24Z [----] followers, [----] engagements

"$TLN Thought I would post an update on where I see the stock the remaining catalysts and my views on valuation"
X Link 2025-01-06T09:01Z [----] followers, [----] engagements

"$GLEN @TRAVmoneyofmine great summary of low hanging fruit that GLEN mgmt should be aggressively pursuing and signaling which they are not. - delever the balance sheet - execute on Argentina copper - redomicile listing to NYSE - sell down minority of trading business to a SWF"
X Link 2025-01-20T09:43Z [----] followers, [----] engagements

"$GLEN.GB $GLNCY Glencore in need of some self-help"
X Link 2025-05-08T10:58Z [----] followers, [----] engagements

"Back in [----] shares of $HCC $50.9 per share in PA. @YellowLabLife @mfwarder"
X Link 2025-02-24T14:41Z [----] followers, [----] engagements

"10Yr not playing ball with Bessent. Capital is not flowing to 10yr heading to EU China Gold instead. Short term means really bearish for US stocks as they have to double down on the jawboning"
X Link 2025-03-17T09:45Z [----] followers, [----] engagements

"$GLEN Fiasco for supposedly the best mgmt team in mining. Top ticked met coal taking impairment charges scattershot approach to M&A non-committal on listing change. Stock can now de-rate materially from here earnings downgrade + a great short for peace in ukraine"
X Link 2025-02-19T10:45Z [----] followers, [----] engagements

"$TKA.DE $RWE.DE $RENK.DE $RHM.DE Highly recommend listening to this podcast by the leading two European defense experts on Germany and the paradigm shift underway https://podcasts.apple.com/be/podcast/brussels-sprouts/id1238007695i=1000704855363 https://podcasts.apple.com/be/podcast/brussels-sprouts/id1238007695i=1000704855363"
X Link 2025-04-26T09:14Z [----] followers, [----] engagements

"Important to look in the rear view mirror and see that significant damage has been done to the AI infra trade and associated names. stay open minded; could be bubble bursting $META -23% $ORCL - 34% $CRWV -55% $NBIS -34% $ALAB -43% $IREN -34% $CORZ -34% $ARM -25%"
X Link 2025-11-13T17:22Z [----] followers, [----] engagements

"@GrandTokamak When I was in banking I always stressed to jrs that their health and self preservation came first. As an analyst I told VPs and Directors to shove it numerous times when they tried to make me work past 2am and it never hampered my progress"
X Link 2024-05-06T08:49Z [----] followers, [----] engagements

"Great discussion $MP $UUUU $CCJ $SRUUF Especially liked the segment around nuclear that talks about how mining sector can re-rate from a cyclical industry to an annuity like cashflow stream thanks to price floors @marketplunger1 @PurpleDrink_LLC https://podcasts.apple.com/us/podcast/purple-drink-capital-robotics-blow-off-tops-nvda-energy/id1492171651i=1000734422159 https://podcasts.apple.com/us/podcast/purple-drink-capital-robotics-blow-off-tops-nvda-energy/id1492171651i=1000734422159"
X Link 2025-11-03T11:27Z [----] followers, 13.3K 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 2025-05-05T15:29Z [----] followers, [----] engagements

"$GLEN Why this is now a great short think stock de-rates significantly to sub 250p - No real capital returns to support the shares some had been expecting up to 8-9bn that is now totally out the window - No real work has obviously been done on US listing no details shared"
X Link 2025-02-19T12:17Z [----] followers, [----] engagements

"We are blessed to have the 🐨 @YellowLabLife 🙏🏼 Such incredible insights here. Read. Read again. $BHP $RIO $GLEN $WHC $HCC Ahead of the koalas kickoff dinner tonight a few thoughts going into the conference as the industry looks to [----] The biggest question: why doesnt the sector trade at double the current multiple If we are a growth industry we should insist on a growth multiple First off Ahead of the koalas kickoff dinner tonight a few thoughts going into the conference as the industry looks to [----] The biggest question: why doesnt the sector trade at double the current multiple If we"
X Link 2025-02-23T17:24Z [----] followers, [----] engagements

"Ahead of the koalas kickoff dinner tonight a few thoughts going into the conference as the industry looks to [----] The biggest question: why doesnt the sector trade at double the current multiple If we are a growth industry we should insist on a growth multiple First off when will this copper cycle we (to use the words of Tom Solomon of Pala) been promised is 2-3 years away since our careers began in the early 2010s 1/n"
X Link 2025-02-23T17:13Z 27K followers, 30.6K engagements

"$FNV this is why Franco has been biggest long so far this year. Get the gold price torque + copper whenever Cobre Panama gets resolved and thats a when not an if. I think its probably fair to say the average AISC for gold miners has shifted from $1000/oz to $1600/oz over the past 5yrs ( $NEM below). Its also probably fair to say the average AISC for copper miners has shifted from $2/lb to $3/lb over same period ( $FM.TO below) https://t.co/A7R9pybTNS I think its probably fair to say the average AISC for gold miners has shifted from $1000/oz to $1600/oz over the past 5yrs ( $NEM below). Its"
X Link 2025-04-24T11:15Z [----] followers, [----] engagements

"I think its probably fair to say the average AISC for gold miners has shifted from $1000/oz to $1600/oz over the past 5yrs ( $NEM below). Its also probably fair to say the average AISC for copper miners has shifted from $2/lb to $3/lb over same period ( $FM.TO below) If copper starts trading like gold (ie at 2x the average AISC). look out 👀 https://twitter.com/i/web/status/1915160317090554206 https://twitter.com/i/web/status/1915160317090554206"
X Link 2025-04-23T21:46Z 20.7K followers, 10.5K engagements

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

"$GLEN $RIO The logic of doing this now vs. back in [----] is not more compelling. The way to returns is to attract generalist dollars and passive flows not huge financial engineering and introducing massive execution risk and legal morass into the stock. Crazy"
X Link 2025-01-17T10:02Z [----] followers, [----] engagements

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

"$TLN $CEG $VST FERC rejected the amended interconnection agreement between $TLN and AWS Knee jerk reaction is IPPs down. The reality is the deal gets hashed out with transmission costs paid by AWS. @enriqueabeyta Interesting to read the dissent: https://www.ferc.gov/news-events/news/chairman-phillips-dissent-pjms-susquehanna-co-location-proposal-er24-2172 https://www.ferc.gov/news-events/news/chairman-phillips-dissent-pjms-susquehanna-co-location-proposal-er24-2172"
X Link 2024-11-02T11:04Z [----] followers, 15.8K engagements

"$ECOR.L Trading at 0.42x P/NAV with copper and uranium royalty streams One of my favourite ways to play current weakness in metals / mining"
X Link 2025-07-28T07:23Z [----] followers, [----] engagements

"Highly recommend listening. Mick is a legend. Made bank with him in Mac Copper. Have another🤫 bet with him that is exciting (h/t @YellowLabLife) Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we cover lots of territory in this conversation: What MAC tried to buy itself https://t.co/BymTWczxmd Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the"
X Link 2025-11-07T09:40Z [----] followers, [----] engagements

"Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we cover lots of territory in this conversation: What MAC tried to buy itself The anatomy of a perfect activist campaign What really happened with MAC Detour Stillwater and OceanaGold Deals of the week Spotify YouTube https://youtu.be/-UFlfm0_kDs https://open.spotify.com/episode/4OYINevcl17QuOaat0jOT1 https://youtu.be/-UFlfm0_kDs https://open.spotify.com/episode/4OYINevcl17QuOaat0jOT1"
X Link 2025-11-07T09:00Z [----] followers, 55K engagements

"$GLEN Elk Valley site visit GS sees $0.4bn of synergies"
X Link 2025-07-01T08:22Z [----] followers, [----] engagements

"$SE Firing on all cylinders. garena shopee monee PT $238 Revisit [----] highs"
X Link 2025-09-15T15:21Z [----] followers, [----] engagements

"Everything is flashing bright red 🚨 in Arrakis - @chamath telling people to go levered long on his sycophantic podcast 🚩 - mkts at ATHs and few are receptive to any bearishness - mkts are underpricing the end of TACO trade. I think these tarrifs are happening"
X Link 2025-07-14T19:34Z [----] followers, [----] engagements

"Had a few great DMs past few days 🙏 What you can expect from me is pure investment content. no politics/shitposting/memes/crypto/promoting paid content trying to make FinTwit what it was back in the day without all the spam and nonsense. Blocking all accounts that do this"
X Link 2025-01-19T14:12Z [----] followers, [----] engagements

"$GLEN $YAL.AX $HCC $WHC.AX Funny how everyone is rushing into met coal when actually I believe that the real opportunity is in thermal supporting by ever increasing power needs. Met outlook very mixed owing to China global growth. https://www.bloomberg.com/opinion/articles/2024-10-21/coal-is-powering-the-energy-transition-more-than-we-d-like-to-admi https://www.bloomberg.com/opinion/articles/2024-10-21/coal-is-powering-the-energy-transition-more-than-we-d-like-to-admi"
X Link 2024-10-21T10:50Z [----] followers, [----] engagements

"Top positions atm: $FNV - gold/ copper optionality with CP restart $TKA - dual fiscal beneficiary from Infra/Defense spending & TKMS spinoff catalyst $CVC - Beaten to 💀 over trade war / recession fear like as a LT hold unique Alt"
X Link 2025-04-24T20:20Z [----] followers, [----] engagements

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

"$GLEN Deutsche maintains stock at buy but cuts PT down to 490p $4.8bn of FCF which is a 9% FCF yield at current prices"
X Link 2025-02-22T10:55Z [----] followers, [----] engagements

"$HCC $CNR Glorious to see Blue Creek come on. FCF goes to the moon. Looks like @mfwarder and @YellowLabLife won. Good ol Bruce no longer around 😂"
X Link 2025-11-06T09:26Z [----] followers, [----] engagements

"$IREN $CORZ $NBIS $WULF $CEG $VST $TLN Highly recommend listening to @CorneliaLake wax lyrical on power data centers and who will accrue the value of the AI / Power mega-theme https://x.com/cornelialake/status/1861878638733410650s=46 https://t.co/NZypeJoy2m https://x.com/cornelialake/status/1861878638733410650s=46 https://t.co/NZypeJoy2m"
X Link 2024-11-28T11:07Z [----] followers, 11.7K engagements

"https://x.com/i/spaces/1mrGmMYedLBGy https://x.com/i/spaces/1mrGmMYedLBGy"
X Link 2024-11-27T21:03Z 28.8K followers, 53.1K engagements

"Call shots and strikes. This was wrong. 👇🏾 Think copper stocks have to take a BIG leg higher; massively boosted $GLEN $ANTO $ATYM $AAL $ECOR.L Think copper stocks have to take a BIG leg higher; massively boosted $GLEN $ANTO $ATYM $AAL $ECOR.L"
X Link 2025-07-31T07:10Z [----] followers, [----] engagements

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

"$TLN valuation vs. peers: I see Talen at around 6x [----] EV/EBITDA - almost half the valuation of the peer group. Index inclusion ahead once it hits the $20bn mark (SPX) Upside scenarios could see a $350+ stock @enriqueabeyta @CorneliaLake"
X Link 2025-01-06T09:04Z [----] followers, [----] engagements

"$FIGR Tokenisation of mortgages & home equity lines. Super interesting company with backing from $APO and Druckenmillers Duquesne $50m order at IPO Long"
X Link 2025-09-11T16:50Z [----] followers, [----] engagements

"1/ Coal equities [----] and capital returns $WHC.AX $GLEN $HCC $AMR $YAL.AX The entire coal (met + thermal) story was predicated on: - coal will be used for a long time to come - new supply will be scarce supporting pricing - mgmt teams will be sober on capital allocation"
X Link 2024-09-04T06:13Z [----] followers, [----] engagements

"$SE blows through $200+ Think this can break peoples brains and takeout [----] highs"
X Link 2025-08-15T14:23Z [----] followers, [----] engagements

"Few observations in Arrakis; Think: [--]. European investors massively long USD and $QQQ $AMZN $GOOG $MSFT $NVDA $META etc are going to get absolutely slaughtered on FX and equity downside [--]. Seeing a lot of 'buy the dip' reflexes that scare me"
X Link 2025-02-28T12:52Z [----] followers, [----] engagements

"$NEM Q1 2025"
X Link 2025-04-23T20:14Z [----] followers, [----] engagements

"$FTAI Continues executing 🚀 - EBITDA guidance boosted to $1.525b from $1.4b - Quarterly dividend boost - Completes SCI with up to $2bn in equity commitments (oversubscribed) On track for $750m in FCF by FY 2025"
X Link 2025-10-27T20:35Z [----] followers, [----] engagements

"A few thoughts on mkts FX and where we stand. [--]. Mag7 as a group have totally run out of steam [--]. EUR / USD underlying vol is outstripping SPX [--]. Ukraine peace deal opens up an entire new thematic horizon for commodities European stocks industrials. [--]. China ripping"
X Link 2025-02-13T11:50Z [----] followers, [----] engagements

"$GLEN from RBC: Disappointing that in these volatile times with significant regional arbitrage in copper that marketing guidance was not at the top end of the range.'"
X Link 2025-04-30T12:06Z [----] followers, [----] engagements

"$PBR added $VALE being run hard in PA"
X Link 2025-11-05T18:54Z [----] followers, [----] engagements

"$HBM feels like a no brainer to me here. Long. Uh.the Koala has bought a pile of Hudbay $HBM call options You all degenerately bid up every copper stock but this one when.Copper World is in Arizona AND has plans to produce cathode Sure we can argue that cathode is in the 2030s but.yea a world of $6/lb COMEX Copper https://t.co/Kk4hJ15mP1 Uh.the Koala has bought a pile of Hudbay $HBM call options You all degenerately bid up every copper stock but this one when.Copper World is in Arizona AND has plans to produce cathode Sure we can argue that cathode is in the 2030s but.yea a world of $6/lb"
X Link 2025-07-10T19:00Z [----] followers, [----] engagements

"Uh.the Koala has bought a pile of Hudbay $HBM call options You all degenerately bid up every copper stock but this one when.Copper World is in Arizona AND has plans to produce cathode Sure we can argue that cathode is in the 2030s but.yea a world of $6/lb COMEX Copper World 8% after-tax NAV has to be close to the current market cap of Hudbay"
X Link 2025-07-08T18:34Z 27K followers, 13.1K engagements

"Great breakdown of the strategic positioning of all the majors 👇🏾 $GLEN $RIO $AAL.L $BHP $VALE Totally fair question and the right question today on Glencore $GLEN $GLEN.LN You don't have a compelling "growth" angle whether through the numerator or the denominator (buybacks) If want copper / coal exposure there are pure plays So there needs to be some transformational Totally fair question and the right question today on Glencore $GLEN $GLEN.LN You don't have a compelling "growth" angle whether through the numerator or the denominator (buybacks) If want copper / coal exposure there are pure"
X Link 2025-08-06T18:06Z [----] followers, [----] engagements

"Totally fair question and the right question today on Glencore $GLEN $GLEN.LN You don't have a compelling "growth" angle whether through the numerator or the denominator (buybacks) If want copper / coal exposure there are pure plays So there needs to be some transformational move only Glencore can do But if we get super meta about this this basically applies to all the diversified names right now BHP/Rio $BHP $RIO whose excited about shareholder capital return (dividend + buyback) yields 5% Anglo $AAL.LN $NGLOY yes a transformational simplification but now what Vale $VALE has the dividend"
X Link 2025-08-06T13:56Z 27K followers, 13.5K engagements

"$ARCC $20.01 NAV per share Love the narrative violation of seeing increased NAVs in a private credit meltdown 😂 Long"
X Link 2025-10-28T10:28Z [----] followers, [----] engagements

"GS with $228 PT on $SE"
X Link 2025-09-04T09:58Z [----] followers, [----] engagements

"$TLN AWS Data center deal Is happening Raised Guidance Buying back stock $300 by year end possible"
X Link 2024-11-14T12:45Z [----] followers, [----] engagements

"Liberation Day [---] coming . Perfect example of reflexivity 🔃 TACO trade so embedded into mkt reaction function that we lose the guardrails of what created TACO to begin with. Everything is flashing bright red 🚨 in Arrakis - @chamath telling people to go levered long on his sycophantic podcast 🚩 - mkts at ATHs and few are receptive to any bearishness - mkts are underpricing the end of TACO trade. I think these tarrifs are happening Everything is flashing bright red 🚨 in Arrakis - @chamath telling people to go levered long on his sycophantic podcast 🚩 - mkts at ATHs and few are receptive"
X Link 2025-07-14T20:58Z [----] followers, [----] engagements

"Have been building a Long basket of SPACs and a few shitcos / DJT affiliated entities: $CCIR $CLBR (nice pump today) $CEPO $BEAG $BRCC $RUM $LBRT $BGC"
X Link 2025-04-28T18:34Z [----] followers, [----] engagements

"$APO keep pressing the buy on alts. $185+ per share soon"
X Link 2025-09-15T15:07Z [----] followers, [----] engagements

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

"IPP valuation multiples over last year $NRG $TLN $CEG $VST CLP Been adding $NRG as think value of gas plants is underrated post Calpine deal"
X Link 2025-01-19T14:22Z [----] followers, [----] engagements

"$MU quarterly HBM revenue and gross margin. @ecommerceshares"
X Link 2025-01-19T14:05Z [----] followers, [----] engagements

"$ZIM Weaker dividend Weak forward guide on lower rates Pretty underwhelming All out"
X Link 2025-03-12T13:31Z [----] followers, [----] engagements

"$VNOM O&G royalty co $FNV $WPM New long. This is highly cash generative very undervalued stock. Expect buybacks and big distributions"
X Link 2025-10-13T16:14Z [----] followers, [----] engagements

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