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@ArrakisGlobal "$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 2395 followers, 2424 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

"$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 2395 followers, 1902 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 2396 followers, 1591 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

"I hate making market calls. But still see mkts melting up in this disbelief rally into close of the year $SPX 7k Sentiment isnt flashing stretched and HFs and CTAs are still pretty underexposed -X to -X% shakeout followed by resumption of meltup. Would be buying beta"
X Link @ArrakisGlobal 2025-10-11T09:22Z 2390 followers, 1382 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 2397 followers, 2413 engagements

"Compass highlights $ARCC conservative approach and current positioning"
X Link @ArrakisGlobal 2025-10-10T07:36Z 2395 followers, 1192 engagements

"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"
X Link @ArrakisGlobal 2025-10-12T14:23Z 2396 followers, 4312 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 2395 followers, 101.2K 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 2395 followers, 5619 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 2392 followers, 3484 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

"$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 2393 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 2390 followers, XXX engagements

"$ARCC From BBG article"
X Link @ArrakisGlobal 2025-10-15T16:23Z 2395 followers, XXX engagements

"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link @ArrakisGlobal 2025-07-24T12:27Z 2394 followers, 2560 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 2395 followers, 5216 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 2395 followers, 17.2K 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

"@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 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 2395 followers, 3172 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 2396 followers, 1227 engagements

"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"
X Link @ArrakisGlobal 2025-10-13T17:18Z 2396 followers, 2640 engagements

"$CVC.NL $CVC $CVC.AS Trading at 12x 2027 EBITDA (low end) consensus estimates"
X Link @ArrakisGlobal 2025-05-18T10:45Z 2395 followers, 1287 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 2395 followers, 6594 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 2395 followers, 2495 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

"$RWE.DE $RWE Low hanging fruit and not much to fix to get this stock going"
X Link @ArrakisGlobal 2025-04-21T08:17Z 2394 followers, 2048 engagements

"$MAA $CPT Worth revisiting"
X Link @ArrakisGlobal 2025-08-11T17:04Z 2396 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

"$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯"
X Link @ArrakisGlobal 2025-07-01T08:23Z 2395 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 2395 followers, 3213 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