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@MrJulius007 Avatar @MrJulius007 Mr J

Mr J posts on X about $apo, $ares, apo, lack of the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies social networks technology brands

Social topic influence $apo #18, $ares, apo, lack of, tier, investment, twitter, ares, $arm, crunch

Top assets mentioned Apollo Global Management, Inc. (APO) Ares Protocol (ARES) Republic Services, Inc. (RSG)

Top Social Posts #

Top posts by engagements in the last XX hours

"Obviously fundraising is important. My point is with a lack of m&a activity and a massive influx of retail capital these top tier managers have access to plenty of capital. APO last Q raised 60Bn vs 40bn consensus estimates. Capital is not hard to come by. Reasonable investment opportunities are. Assets bought in 2020-21 vintages are frozen and credit spreads are ultra tight. No realizations = nothing to transact in"
X Link @MrJulius007 2025-10-08T20:03Z XXX followers, XX engagements

"@clarkson34918 Honestly I might have to full port $ARES $APO with all this Twitter activity"
X Link @MrJulius007 2025-10-11T22:01Z XXX followers, XXX engagements

"$ARM thesis playing out"
X Link @MrJulius007 2025-10-13T16:03Z XXX followers, XXX engagements

"Correct an M2M really doesnt mean all that much in a binary instrument like credit. Especially when its diversified across hundreds of credits. Most of the public credit price implosions just happen during a liquidity crunch. I need my exposure back - still patiently waiting but will be re-entering in the next XX days most likely"
X Link @MrJulius007 2025-10-10T13:00Z XXX followers, XX engagements

"@planert41 Any $APO flow"
X Link @MrJulius007 2025-10-14T21:12Z XXX followers, XXX engagements

"@putterhoarder We are 0/4 trading $APO calls but this ones gonna work gang"
X Link @MrJulius007 2025-10-13T17:52Z XXX followers, XXX engagements

"Base rates dont matter all that much for annuity sales. These guys crushed during ZIRP. Id argue what matters more now is inexperienced competition coming into the marketplace and underwriting business at non economic pricing. Additionally scarcity in assets to originate and ultra tight credit spreads. Athene fucking crushed during Covid because they took on low rate liabilities and asset spreads blew the fck out and they generated ridiculously high SRE"
X Link @MrJulius007 2025-09-14T02:41Z XXX followers, XX engagements

"Any $RSG (Republic Services) gurus who can point me to some good resources for the waste space. These companies trade at meaningfully higher multiples than they did X years ago but feel like LT winners with industry consolidation US capex trends (coming off a low base) and sneaky robotics beneficiaries. Found this tidbit interesting but its not like the stocks have been duds. Quite the opposite"
X Link @MrJulius007 2025-09-28T23:20Z XXX followers, XXX engagements

"Jammed $APO calls just now. Thesis is I hate the Monday morning quarterbacks telling me BDCs are going to zero and that Apollo has no underwriting standards. You guys are so confident that I simply have to size up against you"
X Link @MrJulius007 2025-10-13T17:47Z XXX followers, 1280 engagements

"Beautiful data from rosy $APO"
X Link @MrJulius007 2025-09-25T13:10Z XXX followers, XXX engagements