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@ArrakisGlobal Avatar @ArrakisGlobal Arrakis Global

Arrakis Global posts on X about $arcc, $bxsl, $mfic, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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

Social topic influence $arcc #1, $bxsl #1, $mfic #1, stocks 2.46%, $apo #38, $tkade 1.64%, $cvcas 1.64%, $cambbe #1, $bx #9, $bbdc #1

Top accounts mentioned or mentioned by @ecommerceshares @cultivatedbeta @chamath @victaurs @blondesnmoney @billypasdemates @edwarddigi @valuesituations @hungryfeed @magotrader @humanperson411 @ulfhuse @excessdefaults @yellowlablife @osculum_capital @tuvidux @valuedrift @tomsmith839 @jamesmo86676773 @openai

Top assets mentioned Ares Capital, Corp. (ARCC) Blackstone Secured Lending Fund (BXSL) Apollo Global Management, Inc. (APO) Blackstone, Inc. (BX) Civic (CVC) Ares Protocol (ARES) SPX6900 (SPX) STARWOOD PROPERTY TRUST, INC. (STWD) Realio Network (RIO) BHP Group Limited (BHP) TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Rumble Inc. Class A Common Stock (RUM) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Golub Capital BDC, Inc. (GBDC) Micron Technology, Inc. (MU) Vertiv Holdings Co (VRT) GE Vernova Inc. (GEV) Electroneum (ETN) Harmony Gold Mining Company Limited (HMY) KKR & Co, Inc. (KKR) FIRST NB GROTON NY (FIGR) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Toko Token (TKO) Cameco Corporation (CCJ) VALE S.A. (VALE) Eli Lilly and Company (LLY) TAC Protocol (TAC) Vistra, Corp. (VST) Mid-America Apartment Communities Inc (MAA) Camden Property Trust (CPT)

Top Social Posts #

Top posts by engagements in the last XX hours

"There will be a point where the baton gets passed from the equity market to the commodities complex and materials metals just run away with it. Similar to late 2021 into 2022. At this point you want to have cash commodity stocks yield. Not duration"
X Link @ArrakisGlobal 2025-10-09T07:53Z 2306 followers, XXX engagements

"$ARCC got filled below $XX ✌🏼"
X Link @ArrakisGlobal 2025-10-01T18:45Z 2390 followers, XXX engagements

"$TKA.DE $TKMS.DE Its going to be interesting getting the spinoff of TKMS with an 18bn backlog"
X Link @ArrakisGlobal 2025-06-17T16:44Z 2328 followers, XXX engagements

"$ARM @OpenAI"
X Link @ArrakisGlobal 2025-10-13T22:38Z 2395 followers, 1972 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 2394 followers, 2329 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 2392 followers, 1580 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 2394 followers, 1882 engagements

"$RUM AI narrative starting with @perplexity_ai partnership. Neocloud / power / data center story next 👇🏾"
X Link @ArrakisGlobal 2025-10-03T13:42Z 2392 followers, 1260 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 2387 followers, 2408 engagements

"Compass highlights $ARCC conservative approach and current positioning"
X Link @ArrakisGlobal 2025-10-10T07:36Z 2392 followers, 1161 engagements

"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"
X Link @ArrakisGlobal 2025-10-12T14:23Z 2392 followers, 4295 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, 100.7K engagements

"Long $MU Short $ETN $VRT $GEV and the IPPs"
X Link @ArrakisGlobal 2025-09-28T17:34Z 2390 followers, 3635 engagements

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"
X Link @ArrakisGlobal 2025-03-25T10:02Z 2394 followers, 5608 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 2394 followers, 2282 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 2390 followers, 2031 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 2392 followers, 2989 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 2395 followers, 1518 engagements

"$TKA.DE Thyssenkrupp steel workers agree on site closures less working hours in revamp"
X Link @ArrakisGlobal 2025-07-12T11:00Z 2328 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 2390 followers, 2895 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

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

"$BXSL $ARCC $MFIC $BBDC from yesterday's Barons article on BDCs:"
X Link @ArrakisGlobal 2025-09-17T08:04Z 2392 followers, 2171 engagements

"$TKA.DE $TKMS Spinoff in progress"
X Link @ArrakisGlobal 2025-07-02T15:04Z 2328 followers, XXX 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 2392 followers, 5137 engagements

"@SixSigmaCapital $figr $ftai $tko $arm $ccj"
X Link @ArrakisGlobal 2025-10-09T16:24Z 2395 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 2394 followers, 17.2K engagements

"$ARCC through the cycles"
X Link @ArrakisGlobal 2025-10-09T22:58Z 2392 followers, 1265 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 2390 followers, 2311 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 2392 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 2393 followers, 3158 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 2342 followers, XXX 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 2383 followers, 1222 engagements

"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"
X Link @ArrakisGlobal 2025-10-13T17:18Z 2395 followers, 2587 engagements

"$CVC.NL $CVC $CVC.AS Trading at 12x 2027 EBITDA (low end) consensus estimates"
X Link @ArrakisGlobal 2025-05-18T10:45Z 2359 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 2394 followers, 6223 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 2361 followers, 2495 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 2392 followers, 1095 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 2390 followers, XXX engagements

"$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯"
X Link @ArrakisGlobal 2025-07-01T08:23Z 2359 followers, XXX engagements

"Happy $RWE.DE $RWE XX Going to 50+"
X Link @ArrakisGlobal 2025-10-09T07:45Z 2391 followers, 2396 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 2392 followers, 3109 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 2393 followers, 2215 engagements

"$TLN $CEG $NRG and now $FIP 😂"
X Link @ArrakisGlobal 2025-09-17T15:21Z 2394 followers, 3002 engagements