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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.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXX%

Social topic influence $glen #1, $arcc #2, $ssl #1, commodities #333, $gds #1, $ewz #6, $tln 3.66%, target 2.44%, $ero #10, $fnv XXXX%

Top accounts mentioned or mentioned by @traderpamplona @irbezek @knole11 @davidbaverez @sbrunfaut @lecho @marketplunger1 @agnostoxxx @yellowlablife @lifelags @invierteplata @niall_indie @ridireresearch @cowpensbelt @ruculaenblack

Top assets mentioned Ares Capital, Corp. (ARCC) Sasol Limited (SSL) TALEN ENERGY CORP (DE) (TLN) Eroscoin (ERO) Franco-Nevada Corporation (FNV) Blackstone Secured Lending Fund (BXSL) Williams Companies Inc (WMB) VALE S.A. (VALE) BHP Group Limited (BHP) Realio Network (RIO) Xphere (XP) Itau Unibanco Holding S.A. (ITUB) Coop Coin (COOP) Rocket Companies, Inc. (RKT) TAC Protocol (TAC) Vistra, Corp. (VST) Constellation Energy Corp (CEG) SPX6900 (SPX) STARWOOD PROPERTY TRUST, INC. (STWD) Civic (CVC) TC Energy Corporation (TRP) PPL Corp (PPL) Enterprise Products Partners, LP. (EPD) The GEO Group, Inc. (GEO) Hudbay Minerals Inc. (HBM) Barings BDC, Inc. (BBDC)

Top Social Posts

Top posts by engagements in the last XX hours

"$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

"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

"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

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link 2025-03-25T10:02Z 2720 followers, 5900 engagements

"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z 2720 followers, 11.6K 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 2025-08-04T19:00Z 2719 followers, 2991 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 2720 followers, 3470 engagements

"Happy $RWE.DE $RWE XX Going to 50+"
X Link 2025-10-09T07:45Z 2720 followers, 2655 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

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

"$TLN affirming 2026 guide. 11x EV / XX EBITDA (high end of range)"
X Link 2025-11-05T21:08Z 2720 followers, 2437 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

"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z 2721 followers, XXX engagements

"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z 2721 followers, XXX engagements

"$GEO CEO last Q"
X Link 2025-11-20T21:41Z 2720 followers, 1334 engagements

"$SSL Self help story is really starting to bear fruit. Had looked at the credit last year now im thinking the equity is a buy"
X Link 2025-11-23T10:03Z 2719 followers, 6390 engagements

"The message is clear. Get long commodities. $VALE $GLEN $BHP $AAL.L $RIO"
X Link 2025-11-24T18:15Z 2720 followers, 1485 engagements

"$GLEN The numbers speak for themselves Glencore TSR -XX% since last CMD and well below peers 👇🏾"
X Link 2025-11-30T10:56Z 2718 followers, 4141 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

"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 2721 followers, 3999 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

"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

"$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

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

"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z 2723 followers, 4722 engagements

"$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

"$GDS have a small position clear thematic beneficiaries from the H200 reprieve"
X Link 2025-12-09T22:56Z 2723 followers, XXX 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, 9179 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, 5660 engagements