[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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 $RWE.DE. ### Engagements: XXXXX [#](/creator/twitter::1772204205475770368/interactions)  - X Week XXXXXX +225% - X Month XXXXXXX -XX% - X Months XXXXXXX +26% - X Year XXXXXXXXX +470% ### Mentions: XX [#](/creator/twitter::1772204205475770368/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX -XX% - X Year XXX +100% ### Followers: XXXXX [#](/creator/twitter::1772204205475770368/followers)  - X Week XXXXX +1.90% - X Month XXXXX +7.60% - X Months XXXXX +51% - X Year XXXXX +313% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1772204205475770368/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$glen](/topic/$glen) #2, [$cvcas](/topic/$cvcas), [$cvcnl](/topic/$cvcnl) #1, [$ctra](/topic/$ctra) #7, [$arcc](/topic/$arcc) #1, [$cvc](/topic/$cvc), [$cnr](/topic/$cnr) #3, [$bhp](/topic/$bhp) #17, [$vnom](/topic/$vnom) #1, [$wmb](/topic/$wmb) #4 **Top accounts mentioned or mentioned by** [@enriqueabeyta](/creator/undefined) [@excessdefaults](/creator/undefined) [@ceclallowance](/creator/undefined) [@yellowlablife](/creator/undefined) [@cornelialake](/creator/undefined) [@thevalueist](/creator/undefined) [@innocencecapit1](/creator/undefined) [@cultivatedbeta](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@radnorcapital](/creator/undefined) [@ecommerceshares](/creator/undefined) [@tradedollarnut](/creator/undefined) [@blondesnmoney](/creator/undefined) [@revcap](/creator/undefined) [@tomsmith839](/creator/undefined) [@rhunterh](/creator/undefined) [@carflos223matos](/creator/undefined) [@marketplunger1](/creator/undefined) [@bradleykneedler](/creator/undefined) [@mfwarder](/creator/undefined) **Top assets mentioned** [Coterra Energy Inc (CTRA)](/topic/$ctra) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [Civic (CVC)](/topic/$cvc) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [BHP Group Limited (BHP)](/topic/$bhp) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Williams Companies Inc (WMB)](/topic/$wmb) [Realio Network (RIO)](/topic/$rio) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [EQT, Corp. (EQT)](/topic/$eqt) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [VALE S.A. (VALE)](/topic/$vale) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Suncor Energy, Inc. (SU)](/topic/$su) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Ares Protocol (ARES)](/topic/$ares) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Eroscoin (ERO)](/topic/$ero) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Century Aluminum Co (CENX)](/topic/$cenx) [Microsoft Corp. (MSFT)](/topic/$msft) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Coop Coin (COOP)](/topic/$coop) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Valero Energy Corporation (VLO)](/topic/$vlo) [Barings BDC, Inc. (BBDC)](/topic/$bbdc) [TC Energy Corporation (TRP)](/topic/$trp) [PPL Corp (PPL)](/topic/$ppl) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) ### Top Social Posts Top posts by engagements in the last XX hours "$RHM.DE $RENK.DE Upgrades to EU defense names incoming. See major panicking from the EU should US move forward with plans to recognise Crimea as Russian territory. Want to be LONG into NATO summit in June. Added RENK down X% today" [X Link](https://x.com/ArrakisGlobal/status/1914965748432196002) 2025-04-23T08:53Z 2706 followers, XXX engagements "$CVC.AS $CVC.NL Strong deployment (especially vs. US Alts). Fee-paying AUM up nicely" [X Link](https://x.com/ArrakisGlobal/status/1922908775431770523) 2025-05-15T06:55Z 2701 followers, 1605 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 $SCAFF" [X Link](https://x.com/ArrakisGlobal/status/1923643999216074809) 2025-05-17T07:37Z 2706 followers, 2519 engagements "$CVC.NL $CVC $CVC.AS Trading at 12x 2027 EBITDA (low end) consensus estimates" [X Link](https://x.com/ArrakisGlobal/status/1924053779885752568) 2025-05-18T10:45Z 2701 followers, 1314 engagements "$CVC.AS Love the pace of deployment + rapid realisations. Company should launch a buyback at current levels especially if they see increased paced of realisations in 2025" [X Link](https://x.com/ArrakisGlobal/status/1924740782004519322) 2025-05-20T08:15Z 2701 followers, XXX engagements "$CVC.AS $CVC GS sees XX% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations" [X Link](https://x.com/ArrakisGlobal/status/1925838223093223545) 2025-05-23T08:56Z 2707 followers, 2487 engagements "$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯" [X Link](https://x.com/ArrakisGlobal/status/1939963089731932649) 2025-07-01T08:23Z 2701 followers, XXX engagements "$BGC is one of the more interesting financials I have seen in a while. Think +40-50% upside + easily doable and probably more" [X Link](https://x.com/ArrakisGlobal/status/1963625203742773381) 2025-09-04T15:28Z 2707 followers, 1432 engagements "$BGC energy trading division recording amazing revenue growth Think the market is really asleep on the quality of this business and management team. Also note Josh Harris XX North bought HLs stake" [X Link](https://x.com/ArrakisGlobal/status/1964640477212471509) 2025-09-07T10:42Z 2705 followers, 2512 engagements "$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 $APO that I think can actually get bid. May revisit CVC later" [X Link](https://x.com/ArrakisGlobal/status/1967623791707934890) 2025-09-15T16:17Z 2707 followers, 1283 engagements "$CNR $GLEN $EQT $CTRA" [X Link](https://x.com/ArrakisGlobal/status/1979602109558612038) 2025-10-18T17:34Z 2707 followers, 2830 engagements "$FNV Cobre Panama resolution in sight" [X Link](https://x.com/ArrakisGlobal/status/1985478604696789266) 2025-11-03T22:46Z 2705 followers, XXX engagements "$GLEN $GLNCY Glencore wants 420p" [X Link](https://x.com/ArrakisGlobal/status/1986426122297352518) 2025-11-06T13:31Z 2707 followers, 3220 engagements "@DavidBaverez @SBrunfaut @lecho Excellent 👌🏽 The re wiring of the global security system underpins my LONG commodities and old economy stock thesis $GLNCY $GLEN" [X Link](https://x.com/ArrakisGlobal/status/1988897865343623669) 2025-11-13T09:12Z 2704 followers, XX engagements "2026 trade . revenge of the old economy $GLEN $CNR $HCC" [X Link](https://x.com/ArrakisGlobal/status/1989430920537940419) 2025-11-14T20:31Z 2704 followers, 10.1K engagements "$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](https://x.com/ArrakisGlobal/status/1989643391186211291) 2025-11-15T10:35Z 2704 followers, 1737 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 $B - like the special sit / breakup / activist value. dream of Mick getting CEO job" [X Link](https://x.com/ArrakisGlobal/status/1990018084304810184) 2025-11-16T11:24Z 2703 followers, 8432 engagements "$GLEN $CENX Glencore adding to firepower for a buyback announcement during CMD" [X Link](https://x.com/ArrakisGlobal/status/1991957143831056400) 2025-11-21T19:49Z 2704 followers, 1825 engagements "The message is clear. Get long commodities. $VALE $GLEN $BHP $AAL.L $RIO" [X Link](https://x.com/ArrakisGlobal/status/1993020713293283696) 2025-11-24T18:15Z 2704 followers, 1434 engagements "$GLEN.GB $GLNYC $GLENA thanksgiving present for shareholders . Glencore in talks to sell Kazzinc" [X Link](https://x.com/ArrakisGlobal/status/1994024696115773485) 2025-11-27T12:45Z 2705 followers, 1417 engagements "$UMG $VIV.FR $BOL.FR Removes some overhang from UMG" [X Link](https://x.com/ArrakisGlobal/status/1994397767209255289) 2025-11-28T13:27Z 2705 followers, XXX engagements "$GLEN portfolio grid. Mgmt should focus on: Upstream high margin long life assets" [X Link](https://x.com/ArrakisGlobal/status/1995083155615937016) 2025-11-30T10:51Z 2705 followers, 3107 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](https://x.com/ArrakisGlobal/status/1995494411640418319) 2025-12-01T14:05Z 2707 followers, 1065 engagements "@TraderPamplona mkt realises Glencore produces copper" [X Link](https://x.com/ArrakisGlobal/status/1996194646335307933) 2025-12-03T12:27Z 2705 followers, XXX 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](https://x.com/ArrakisGlobal/status/1996209307659186407) 2025-12-03T13:26Z 2703 followers, 3970 engagements ". that feeling of being LONG $GLEN and SHORT $MSFT bliss" [X Link](https://x.com/ArrakisGlobal/status/1996224203884834935) 2025-12-03T14:25Z 2707 followers, 1357 engagements "@marketplunger1 $GLEN but since they are now officially a copper company $CNR" [X Link](https://x.com/ArrakisGlobal/status/1996298766207361131) 2025-12-03T19:21Z 2706 followers, 1318 engagements "$GLEN $BHP $RIO $VALE Miners comp sheet" [X Link](https://x.com/ArrakisGlobal/status/1991840257692827735) 2025-11-21T12:04Z 2706 followers, 4694 engagements "$BHP $AAL.L" [X Link](https://x.com/ArrakisGlobal/status/1992615843776360703) 2025-11-23T15:26Z 2707 followers, XXX engagements "$GLEN $GLEN.L $GLNCY Glencore wants 350p+" [X Link](https://x.com/ArrakisGlobal/status/1940335621370974391) 2025-07-02T09:03Z 2707 followers, 11.6K engagements "GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP" [X Link](https://x.com/ArrakisGlobal/status/1948359366895145214) 2025-07-24T12:27Z 2708 followers, 2628 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 $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US" [X Link](https://x.com/ArrakisGlobal/status/1952444669847077260) 2025-08-04T19:00Z 2708 followers, 2986 engagements "$ARCC $BXSL $MFIC A calm informed and non sensationalist overview of private credit. Most people who are shouting about bubbles are frankly ill informed and poorly educated on the subject matter" [X Link](https://x.com/ArrakisGlobal/status/1977375579729993870) 2025-10-12T14:07Z 2708 followers, 2710 engagements "$ARCC From BBG article" [X Link](https://x.com/ArrakisGlobal/status/1978496852031905915) 2025-10-15T16:23Z 2708 followers, 1024 engagements "$ARCC $XXXXX NAV per share Love the narrative violation of seeing increased NAVs in a private credit meltdown 😂 Long" [X Link](https://x.com/ArrakisGlobal/status/1983118568465281433) 2025-10-28T10:28Z 2708 followers, 3223 engagements "$ARCC on Q3 call discussing dividend coverage We just feel very confident" [X Link](https://x.com/ArrakisGlobal/status/1984372102464749906) 2025-10-31T21:29Z 2708 followers, XXX engagements "@TraderPamplona loaded the boat $VNOM $CTRA $SU $CNR" [X Link](https://x.com/ArrakisGlobal/status/1986117144795337150) 2025-11-05T17:03Z 2709 followers, XXX engagements "$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](https://x.com/ArrakisGlobal/status/1986119077044338863) 2025-11-05T17:11Z 2709 followers, 5844 engagements "Citrini is the messenger $VNOM $CTRA $EQT $KMI $WMB Nat gas trade is on" [X Link](https://x.com/ArrakisGlobal/status/1986345241276740034) 2025-11-06T08:09Z 2709 followers, 4387 engagements "$TRMD $VLO $CTRA $SU $GLEN $VNOM Crude oil the big laggard Old economy is biting" [X Link](https://x.com/ArrakisGlobal/status/1988347221033841161) 2025-11-11T20:44Z 2709 followers, 1833 engagements "$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx" [X Link](https://x.com/ArrakisGlobal/status/1990693115158802626) 2025-11-18T08:06Z 2709 followers, 2058 engagements "$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly" [X Link](https://x.com/ArrakisGlobal/status/1991543962084241616) 2025-11-20T16:27Z 2709 followers, XXX engagements "$WMB $TRP $PPL $EPD" [X Link](https://x.com/ArrakisGlobal/status/1991600147101565408) 2025-11-20T20:10Z 2709 followers, XXX engagements "$GLEN The numbers speak for themselves Glencore TSR -XX% since last CMD and well below peers 👇🏾" [X Link](https://x.com/ArrakisGlobal/status/1995084399269007463) 2025-11-30T10:56Z 2709 followers, 4131 engagements "$EWZ 👇🏾 Everything is a narrative reminder that Brazil saw its biggest market boom under Lula 😂 But we sold off -X% yesterday (biggest selloff since 2021) on fears Lula might win next year" [X Link](https://x.com/ArrakisGlobal/status/1997252056667803773) 2025-12-06T10:29Z 2709 followers, 27.3K engagements "$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](https://x.com/ArrakisGlobal/status/1997950822680768658) 2025-12-08T08:46Z 2709 followers, 1044 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@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: XXXXX #
- X Week XXXXXX +225%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +26%
- X Year XXXXXXXXX +470%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXX +100%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +7.60%
- X Months XXXXX +51%
- X Year XXXXX +313%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance cryptocurrencies countries technology brands
Social topic influence $glen #2, $cvcas, $cvcnl #1, $ctra #7, $arcc #1, $cvc, $cnr #3, $bhp #17, $vnom #1, $wmb #4
Top accounts mentioned or mentioned by @enriqueabeyta @excessdefaults @ceclallowance @yellowlablife @cornelialake @thevalueist @innocencecapit1 @cultivatedbeta @billbrewstertbb @radnorcapital @ecommerceshares @tradedollarnut @blondesnmoney @revcap @tomsmith839 @rhunterh @carflos223matos @marketplunger1 @bradleykneedler @mfwarder
Top assets mentioned Coterra Energy Inc (CTRA) Ares Capital, Corp. (ARCC) Civic (CVC) Cornerstone Building Brands, Inc. (CNR) BHP Group Limited (BHP) Viper Energy Partners LP (VNOM) Williams Companies Inc (WMB) Realio Network (RIO) BGC Group, Inc. Class A Common Stock (BGC) EQT, Corp. (EQT) Franco-Nevada Corporation (FNV) VALE S.A. (VALE) Blackstone Secured Lending Fund (BXSL) Suncor Energy, Inc. (SU) Kinder Morgan Inc (KMI) Ares Protocol (ARES) Apollo Global Management, Inc. (APO) Eroscoin (ERO) Warrior Met Coal, Inc. (HCC) Century Aluminum Co (CENX) Microsoft Corp. (MSFT) TALEN ENERGY CORP (DE) (TLN) Coop Coin (COOP) Rocket Companies, Inc. (RKT) TORM plc Class A Common Stock (TRMD) Valero Energy Corporation (VLO) Barings BDC, Inc. (BBDC) TC Energy Corporation (TRP) PPL Corp (PPL) Enterprise Products Partners, LP. (EPD)
Top Social Posts
Top posts by engagements in the last XX hours
"$RHM.DE $RENK.DE Upgrades to EU defense names incoming. See major panicking from the EU should US move forward with plans to recognise Crimea as Russian territory. Want to be LONG into NATO summit in June. Added RENK down X% today"
X Link 2025-04-23T08:53Z 2706 followers, XXX engagements
"$CVC.AS $CVC.NL Strong deployment (especially vs. US Alts). Fee-paying AUM up nicely"
X Link 2025-05-15T06:55Z 2701 followers, 1605 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 $SCAFF"
X Link 2025-05-17T07:37Z 2706 followers, 2519 engagements
"$CVC.NL $CVC $CVC.AS Trading at 12x 2027 EBITDA (low end) consensus estimates"
X Link 2025-05-18T10:45Z 2701 followers, 1314 engagements
"$CVC.AS Love the pace of deployment + rapid realisations. Company should launch a buyback at current levels especially if they see increased paced of realisations in 2025"
X Link 2025-05-20T08:15Z 2701 followers, XXX engagements
"$CVC.AS $CVC GS sees XX% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations"
X Link 2025-05-23T08:56Z 2707 followers, 2487 engagements
"$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯"
X Link 2025-07-01T08:23Z 2701 followers, XXX engagements
"$BGC is one of the more interesting financials I have seen in a while. Think +40-50% upside + easily doable and probably more"
X Link 2025-09-04T15:28Z 2707 followers, 1432 engagements
"$BGC energy trading division recording amazing revenue growth Think the market is really asleep on the quality of this business and management team. Also note Josh Harris XX North bought HLs stake"
X Link 2025-09-07T10:42Z 2705 followers, 2512 engagements
"$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 $APO that I think can actually get bid. May revisit CVC later"
X Link 2025-09-15T16:17Z 2707 followers, 1283 engagements
"$CNR $GLEN $EQT $CTRA"
X Link 2025-10-18T17:34Z 2707 followers, 2830 engagements
"$FNV Cobre Panama resolution in sight"
X Link 2025-11-03T22:46Z 2705 followers, XXX engagements
"$GLEN $GLNCY Glencore wants 420p"
X Link 2025-11-06T13:31Z 2707 followers, 3220 engagements
"@DavidBaverez @SBrunfaut @lecho Excellent 👌🏽 The re wiring of the global security system underpins my LONG commodities and old economy stock thesis $GLNCY $GLEN"
X Link 2025-11-13T09:12Z 2704 followers, XX engagements
"2026 trade . revenge of the old economy $GLEN $CNR $HCC"
X Link 2025-11-14T20:31Z 2704 followers, 10.1K engagements
"$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 2704 followers, 1737 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 $B - like the special sit / breakup / activist value. dream of Mick getting CEO job"
X Link 2025-11-16T11:24Z 2703 followers, 8432 engagements
"$GLEN $CENX Glencore adding to firepower for a buyback announcement during CMD"
X Link 2025-11-21T19:49Z 2704 followers, 1825 engagements
"The message is clear. Get long commodities. $VALE $GLEN $BHP $AAL.L $RIO"
X Link 2025-11-24T18:15Z 2704 followers, 1434 engagements
"$GLEN.GB $GLNYC $GLENA thanksgiving present for shareholders . Glencore in talks to sell Kazzinc"
X Link 2025-11-27T12:45Z 2705 followers, 1417 engagements
"$UMG $VIV.FR $BOL.FR Removes some overhang from UMG"
X Link 2025-11-28T13:27Z 2705 followers, XXX engagements
"$GLEN portfolio grid. Mgmt should focus on: Upstream high margin long life assets"
X Link 2025-11-30T10:51Z 2705 followers, 3107 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 2707 followers, 1065 engagements
"@TraderPamplona mkt realises Glencore produces copper"
X Link 2025-12-03T12:27Z 2705 followers, XXX 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 2703 followers, 3970 engagements
". that feeling of being LONG $GLEN and SHORT $MSFT bliss"
X Link 2025-12-03T14:25Z 2707 followers, 1357 engagements
"@marketplunger1 $GLEN but since they are now officially a copper company $CNR"
X Link 2025-12-03T19:21Z 2706 followers, 1318 engagements
"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z 2706 followers, 4694 engagements
"$BHP $AAL.L"
X Link 2025-11-23T15:26Z 2707 followers, XXX engagements
"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"
X Link 2025-07-02T09:03Z 2707 followers, 11.6K engagements
"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"
X Link 2025-07-24T12:27Z 2708 followers, 2628 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 $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US"
X Link 2025-08-04T19:00Z 2708 followers, 2986 engagements
"$ARCC $BXSL $MFIC A calm informed and non sensationalist overview of private credit. Most people who are shouting about bubbles are frankly ill informed and poorly educated on the subject matter"
X Link 2025-10-12T14:07Z 2708 followers, 2710 engagements
"$ARCC From BBG article"
X Link 2025-10-15T16:23Z 2708 followers, 1024 engagements
"$ARCC $XXXXX NAV per share Love the narrative violation of seeing increased NAVs in a private credit meltdown 😂 Long"
X Link 2025-10-28T10:28Z 2708 followers, 3223 engagements
"$ARCC on Q3 call discussing dividend coverage We just feel very confident"
X Link 2025-10-31T21:29Z 2708 followers, XXX engagements
"@TraderPamplona loaded the boat $VNOM $CTRA $SU $CNR"
X Link 2025-11-05T17:03Z 2709 followers, XXX engagements
"$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 2709 followers, 5844 engagements
"Citrini is the messenger $VNOM $CTRA $EQT $KMI $WMB Nat gas trade is on"
X Link 2025-11-06T08:09Z 2709 followers, 4387 engagements
"$TRMD $VLO $CTRA $SU $GLEN $VNOM Crude oil the big laggard Old economy is biting"
X Link 2025-11-11T20:44Z 2709 followers, 1833 engagements
"$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx"
X Link 2025-11-18T08:06Z 2709 followers, 2058 engagements
"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z 2709 followers, XXX engagements
"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z 2709 followers, XXX engagements
"$GLEN The numbers speak for themselves Glencore TSR -XX% since last CMD and well below peers 👇🏾"
X Link 2025-11-30T10:56Z 2709 followers, 4131 engagements
"$EWZ 👇🏾 Everything is a narrative reminder that Brazil saw its biggest market boom under Lula 😂 But we sold off -X% yesterday (biggest selloff since 2021) on fears Lula might win next year"
X Link 2025-12-06T10:29Z 2709 followers, 27.3K engagements
"$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 2709 followers, 1044 engagements