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# ![@ArrakisGlobal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1772204205475770368.png) @ArrakisGlobal Arrakis Global

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

### Engagements: XXXXX [#](/creator/twitter::1772204205475770368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772204205475770368/c:line/m:interactions.svg)

- X Week XXXXXXX +624%
- X Month XXXXXXX +267%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +796%

### Mentions: XX [#](/creator/twitter::1772204205475770368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772204205475770368/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +1.80%
- X Months XXX -XX%
- X Year XXX +177%

### Followers: XXXXX [#](/creator/twitter::1772204205475770368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772204205475770368/c:line/m:followers.svg)

- X Week XXXXX +14%
- X Month XXXXX +19%
- X Months XXXXX +56%
- X Year XXXXX +215%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1772204205475770368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772204205475770368/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1772204205475770368/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$arcc](/topic/$arcc) #3, [$bxsl](/topic/$bxsl) #1, [$mfic](/topic/$mfic) #1, [$cambbe](/topic/$cambbe) #1, [$bbdc](/topic/$bbdc) #1, [$apo](/topic/$apo) #35, [$uamy](/topic/$uamy) #26, [$bx](/topic/$bx) 1.22%, [$ccj](/topic/$ccj) #23, [$rwede](/topic/$rwede) #80

**Top accounts mentioned or mentioned by**
[@ecommerceshares](/creator/undefined) [@cultivatedbeta](/creator/undefined) [@yellowlablife](/creator/undefined) [@blondesnmoney](/creator/undefined) [@chamath](/creator/undefined) [@billypasdemates](/creator/undefined) [@victaurs](/creator/undefined) [@edwarddigi](/creator/undefined) [@hungryfeed](/creator/undefined) [@ulfhuse](/creator/undefined) [@valuesituations](/creator/undefined) [@humanperson411](/creator/undefined) [@magotrader](/creator/undefined) [@excessdefaults](/creator/undefined) [@radnorcapital](/creator/undefined) [@osculum_capital](/creator/undefined) [@tuvidux](/creator/undefined) [@valuedrift](/creator/undefined) [@tomsmith839](/creator/undefined) [@nstepmum](/creator/undefined)

**Top assets mentioned**
[Ares Capital, Corp. (ARCC)](/topic/$arcc) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Blackstone, Inc. (BX)](/topic/$bx) [Cameco Corporation (CCJ)](/topic/$ccj) [Micron Technology, Inc. (MU)](/topic/$mu) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Eroscoin (ERO)](/topic/$ero) [Realio Network (RIO)](/topic/$rio) [BHP Group Limited (BHP)](/topic/$bhp) [Vertiv Holdings Co (VRT)](/topic/$vrt) [GE Vernova Inc. (GEV)](/topic/$gev) [Electroneum (ETN)](/topic/$etn) [Ares Protocol (ARES)](/topic/$ares) [Rumble Inc. Class A Common Stock (RUM)](/topic/$rum) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [FIRST NB GROTON NY (FIGR)](/topic/$figr) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Toko Token (TKO)](/topic/$tko) [Eli Lilly and Company (LLY)](/topic/$lly) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [KKR & Co, Inc. (KKR)](/topic/$kkr) [SPX6900 (SPX)](/topic/$spx) [TAC Protocol (TAC)](/topic/$tac) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Golub Capital BDC, Inc. (GBDC)](/topic/$gbdc)
### Top Social Posts [#](/creator/twitter::1772204205475770368/posts)
---
Top posts by engagements in the last XX hours

"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"  
[X Link](https://x.com/ArrakisGlobal/status/1904473967601021091) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-03-25T10:02Z 2409 followers, 5650 engagements


"GS note on majors and commodity views $GLEN $ANTO $AAL.L $RIO $BHP"  
[X Link](https://x.com/ArrakisGlobal/status/1948359366895145214) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-24T12:27Z 2409 followers, 2563 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](https://x.com/ArrakisGlobal/status/1977743386896396702) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T14:29Z 2409 followers, 103K 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](https://x.com/ArrakisGlobal/status/1968225475484061769) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-17T08:08Z 2406 followers, 2359 engagements


"Long $MU Short $ETN $VRT $GEV and the IPPs"  
[X Link](https://x.com/ArrakisGlobal/status/1972354119546581131) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-28T17:34Z 2405 followers, 3646 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](https://x.com/ArrakisGlobal/status/1972662920061317239) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T14:01Z 2406 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](https://x.com/ArrakisGlobal/status/1972954908870762593) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-30T09:21Z 2406 followers, 5275 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](https://x.com/ArrakisGlobal/status/1973314079373795455) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-01T09:08Z 2406 followers, 2911 engagements


"$ARCC got filled below $XX ✌🏼"  
[X Link](https://x.com/ArrakisGlobal/status/1973459377681211490) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-01T18:45Z 2406 followers, XXX 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](https://x.com/ArrakisGlobal/status/1973859159893553197) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-02T21:14Z 2405 followers, 3520 engagements


"$RUM AI narrative starting with @perplexity_ai partnership. Neocloud / power / data center story next 👇🏾"  
[X Link](https://x.com/ArrakisGlobal/status/1974107900777029953) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-03T13:42Z 2406 followers, 1276 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](https://x.com/ArrakisGlobal/status/1975312334743879787) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-06T21:28Z 2404 followers, 3245 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](https://x.com/ArrakisGlobal/status/1975977392264085613) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-08T17:31Z 2406 followers, 2242 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](https://x.com/ArrakisGlobal/status/1976015934059057185) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-08T20:04Z 2405 followers, 1059 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](https://x.com/ArrakisGlobal/status/1976193470353342649) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T07:50Z 2406 followers, XXX engagements


"@SixSigmaCapital $figr $ftai $tko $arm $ccj"  
[X Link](https://x.com/ArrakisGlobal/status/1976322810734882976) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T16:24Z 2406 followers, XXX 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) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-12T14:07Z 2406 followers, 2335 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](https://x.com/ArrakisGlobal/status/1977637434537148435) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T07:28Z 2406 followers, 1919 engagements


"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"  
[X Link](https://x.com/ArrakisGlobal/status/1940335621370974391) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-02T09:03Z 2407 followers, 8170 engagements


"$TKA.DE $TKMS Spinoff in progress"  
[X Link](https://x.com/ArrakisGlobal/status/1940426393936187460) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-07-02T15:04Z 2407 followers, XXX 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](https://x.com/ArrakisGlobal/status/1953709187663356269) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-08T06:45Z 2406 followers, XXX 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](https://x.com/ArrakisGlobal/status/1967614185673826510) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-15T15:39Z 2406 followers, 2039 engagements


"$BXSL $ARCC $MFIC $BBDC from yesterday's Barons article on BDCs:"  
[X Link](https://x.com/ArrakisGlobal/status/1968224550728183925) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-17T08:04Z 2407 followers, 2266 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](https://x.com/ArrakisGlobal/status/1972587419099947420) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T09:01Z 2406 followers, 1557 engagements


"$CCJ silly upside growth from nuclear station buildout at Westinghouse this will produce a lot of FCF when these deals materialise and cause big guidance increase"  
[X Link](https://x.com/ArrakisGlobal/status/1972738472885788908) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T19:01Z 2406 followers, 1597 engagements


"$CCJ CEO cites overwhelming demand for nuclear buildout XX AP1000s is huge for Westinghouse which Cameco owns XX% of"  
[X Link](https://x.com/ArrakisGlobal/status/1972738867230126108) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-09-29T19:02Z 2406 followers, 1367 engagements


"Happy $RWE.DE $RWE XX Going to 50+"  
[X Link](https://x.com/ArrakisGlobal/status/1976192359248335034) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T07:45Z 2407 followers, 2453 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](https://x.com/ArrakisGlobal/status/1976193824969064758) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T07:51Z 2408 followers, XXX engagements


"$ARCC through the cycles"  
[X Link](https://x.com/ArrakisGlobal/status/1976422034474402038) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-09T22:58Z 2406 followers, 1347 engagements


"Compass highlights $ARCC conservative approach and current positioning"  
[X Link](https://x.com/ArrakisGlobal/status/1976552475453710494) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-10T07:36Z 2406 followers, 1239 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](https://x.com/ArrakisGlobal/status/1977702679674487255) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T11:47Z 2407 followers, 17.3K 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](https://x.com/ArrakisGlobal/status/1978151868560785792) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-14T17:32Z 2406 followers, 2544 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](https://x.com/ArrakisGlobal/status/1952832518836654111) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-08-05T20:42Z 2410 followers, 3200 engagements


"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"  
[X Link](https://x.com/ArrakisGlobal/status/1977379671768506399) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-12T14:23Z 2409 followers, 4348 engagements


"$APO -XX% Drawdown from highs. Quite amazing to think Rowan hedged his position close to highs earlier this year"  
[X Link](https://x.com/ArrakisGlobal/status/1976683261742248277) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-10T16:16Z 2409 followers, 1616 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](https://x.com/ArrakisGlobal/status/1977743975369859432) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T14:31Z 2409 followers, 6899 engagements


"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"  
[X Link](https://x.com/ArrakisGlobal/status/1977786088572834164) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-13T17:18Z 2409 followers, 2755 engagements


"$ARCC From BBG article"  
[X Link](https://x.com/ArrakisGlobal/status/1978496852031905915) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-15T16:23Z 2409 followers, XXX engagements


"Interesting to see where the clearing price is for Milan and Italy as a whole. Think government has been surprised at just how much people are willing to pay for proper European country + XX years tax visibility Gut tells me inflows slow down a lot next year"  
[X Link](https://x.com/ArrakisGlobal/status/1979202326389837841) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-17T15:06Z 2409 followers, 2031 engagements