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# ![@junkbondinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1094621743191347201.png) @junkbondinvest junkbondinvestor

Private credit and debt management are significant concerns, with many companies struggling with debt servicing and lenders upgrading default ratings. Several high-profile cases of corporate mismanagement and financial manipulation have come to light, including a company allegedly being run as a "personal piggy bank" by its founder. The private credit market is growing, with firms like Apollo, Blackstone, and KKR expanding their operations, but this growth also raises concerns about credit quality and risk.

### Engagements: XXXXXX [#](/creator/twitter::1094621743191347201/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:interactions.svg)

- X Week XXXXXXX +30%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +2.60%
- X Year XXXXXXXXXX +238%

### Mentions: XX [#](/creator/twitter::1094621743191347201/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:posts_active.svg)

- X Week XX +6%
- X Month XXX -XX%
- X Months XXXXX +137%
- X Year XXXXX +276%

### Followers: XXXXXX [#](/creator/twitter::1094621743191347201/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:followers.svg)

- X Week XXXXXX +0.33%
- X Month XXXXXX +2.70%
- X Months XXXXXX +21%
- X Year XXXXXX +66%

### CreatorRank: XXXXXXX [#](/creator/twitter::1094621743191347201/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[debt](/topic/debt) #1325, [ai](/topic/ai) 8.06%, [warner bros](/topic/warner-bros) #851, [$nflx](/topic/$nflx) #134, [$72b](/topic/$72b) #10, [nav](/topic/nav) #222, [$psky](/topic/$psky) #82, [q4](/topic/q4) #98, [$113b](/topic/$113b) #1, [$wbd](/topic/$wbd) #44

**Top accounts mentioned or mentioned by**
[@illiquidinsight](/creator/undefined) [@mrjulius007](/creator/undefined) [@tylerhardt](/creator/undefined) [@jjlopez74528891](/creator/undefined) [@orrdavid](/creator/undefined) [@mikefritzell](/creator/undefined) [@loveandmoney15](/creator/undefined) [@archegosintern](/creator/undefined) [@acapitallp](/creator/undefined) [@eyecreate_ken](/creator/undefined) [@austin_lebahn](/creator/undefined) [@yp80000](/creator/undefined) [@tidefallcapital](/creator/undefined) [@wolfofwalkerst](/creator/undefined) [@tonitrades_](/creator/undefined) [@s_williams_jr](/creator/undefined) [@jon2031473173](/creator/undefined) [@zackofthetrades](/creator/undefined) [@roshan_gudapati](/creator/undefined) [@crockejo](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Lazard Ltd. Class A (LAZ)](/topic/$laz) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Whirlpool Corporation (WHR)](/topic/$whr) [BlackRock Inc (BLK)](/topic/blackrock) [Landwolf (WOLF)](/topic/$wolf) [Strategy (MSTR)](/topic/$mstr) [Stride (STRD)](/topic/$strd) [DisChain (DIS)](/topic/$dis) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/ge-healthcare) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GameStop, Corp. (GME)](/topic/$gme) [Bitcoin (BTC)](/topic/bitcoin) [Bally's Corporation (BALY)](/topic/$baly)
### Top Social Posts
Top posts by engagements in the last XX hours

"Netflix acquiring Warner Bros. for $72B Remember when legacy media said Netflix was "just tech" and launched competing services to kill them $NFLX just bought the competition"  
[X Link](https://x.com/junkbondinvest/status/1996930633457926214)  2025-12-05T13:12Z 41K followers, 89.7K engagements


"$750M valuation for AI that makes PowerPoints and financial models That's what junior banking analyst work is worth Customers already using it: Lazard Moelis Tiger Global Junior bankers: Your mentors are paying for software to replace you while you're still there"  
[X Link](https://x.com/junkbondinvest/status/1983136664219156497)  2025-10-28T11:40Z 41K followers, 32K engagements


"Responding to the private credit myths: Myth 1: $40T market only $2T is leveraged lending Redefining private credit to include all non-public debt to minimize the problem. The risky $2T is whats breaking. Myth 2: More transparent than public credit Transparent to the lender opaque to everyone else. Academics called it mark to myth. DOJ warned about fund-to-fund marks this week. Blue Owl blocked redemptions when marks met reality. BDCs trading XX% below stated NAV. Myth 3: Its tradable - $6B traded YTD $6B out of how much total If its liquid why did Blue Owl block redemptions and force a"  
[X Link](https://x.com/junkbondinvest/status/1996247344434569685)  2025-12-03T15:57Z 41K followers, 60.3K engagements


"David Ellison reading the news this morning $PSKY"  
[X Link](https://x.com/junkbondinvest/status/1996930820565606868)  2025-12-05T13:13Z 41K followers, 81.7K engagements


"Private credit margin compression speedrun: Q1 2023: XXX bps median spread Q4 2025: Sub-500 bps This month: Deals at XXX bps Banks: XXX bps What happened: Everyone raised billions and shifted to credit just as banks came back with cheaper pricing The denominator got bigger the returns got smaller"  
[X Link](https://x.com/junkbondinvest/status/1998024488588353543)  2025-12-08T13:38Z 41K followers, 15K engagements


"Situation so bad that First Brands' DIP is trading at XX cents DIPs are super-senior bankruptcy financing First in repayment priority Supposed to be low-risk When a DIP trades below par it means even the safest loan in the capital structure is impaired The existing 1L TL XXX cents"  
[X Link](https://x.com/junkbondinvest/status/1996992539128213725)  2025-12-05T17:18Z 41K followers, 37.1K engagements


"$113B in bridge loans committed for $WBD in one week Netflix: $59B unsecured (Wells BNP HSBC) Paramount: $54B secured (BofA Citi Apollo) Banks have been waiting for M&A to return Its back"  
[X Link](https://x.com/junkbondinvest/status/1998057520246472871)  2025-12-08T15:50Z 41K followers, 28.4K engagements


"Whirlpool watching Asian competitors front-run tariffs with promotions: "This wasn't in the America First playbook" Cuts EPS guidance by $2-4. Stock: -XX% $WHR"  
[X Link](https://x.com/junkbondinvest/status/1949940672519164326)  2025-07-28T21:10Z 41K followers, 25.5K engagements


"Howard Marks selling his remaining Oaktree stake right as: - Alternative managers consolidating at record valuations - BlackRock paying $12B+ for competitors - Everyone racing to build credit platforms Guy who made his fortune on distressed debt timing the exit perfectly. Again"  
[X Link](https://x.com/junkbondinvest/status/1977794585536442733)  2025-10-13T17:52Z 41K followers, 157.3K engagements


"Meta raising $25B in bonds one day after Zuckerberg said theyll spend even MORE aggressively on AI Shares down 10%+ Investors: Please take our money anyway"  
[X Link](https://x.com/junkbondinvest/status/1983941548254368084)  2025-10-30T16:58Z 41K followers, 7078 engagements


"China is spending billions to control the silicon carbide supply chain The US has exactly one scaled domestic producer $WOLF It just emerged from bankruptcy with the debt wiped clean Post-reorg equity you don't usually see"  
[X Link](https://x.com/junkbondinvest/status/1989421786472358269)  2025-11-14T19:54Z 41K followers, 13.1K engagements


"Heres the setup:"  
[X Link](https://x.com/junkbondinvest/status/1989421861395214605)  2025-11-14T19:55Z 41K followers, 3185 engagements


"CD&R raising debt to buy Sealed Air the company that invented Bubble Wrap. We are literally leveraging the bubble 😅"  
[X Link](https://x.com/junkbondinvest/status/1990833449888813472)  2025-11-18T17:24Z 41K followers, 7434 engagements


"Lipschultz on Q3 call: People have worked themselves into this imaginary world where theres some big credit problem Market response: Stock down XX% since July short interest surging vs. flat at Ares/Apollo The imagination is very liquid"  
[X Link](https://x.com/junkbondinvest/status/1993032345436537322)  2025-11-24T19:01Z 41K followers, 12.5K engagements


"KBRA: Record XX private credit borrowers now rated CCC- XX% of debt maturing before 2026 has high leverage or negative EBITDA X straight quarters of more downgrades than upgrades Low default rates KBRA says they "don't reflect true extent of stress""  
[X Link](https://x.com/junkbondinvest/status/1993390767730233550)  2025-11-25T18:46Z 41K followers, 13.1K engagements


"Life insurers now hold $2.5T in illiquid assets (37% of total) Up from XX% a decade ago Higher than pre-2008 levels Capital buffers at two-decade lows ST borrowing up XX% to $400B Investing retirement savings in illiquids while running thinner margins. Source: Bloomberg"  
[X Link](https://x.com/junkbondinvest/status/1995309776251523329)  2025-12-01T01:51Z 41K followers, 21.9K engagements


"Public companies are down XX% vs XX years ago SECs solution: Less disclosure required Shield from lawsuits Curb proxy advisers 2-year compliance ramp Also coming: Digital asset exemptions Solving the exodus by lowering the bar"  
[X Link](https://x.com/junkbondinvest/status/1996007811374088246)  2025-12-03T00:05Z 41K followers, 9018 engagements


"JPMorgan paid $175M for Frank after due diligence that: - Missed X MILLION fake users - Thought BofA was bidding (nope CapOne withdrew same day) - Email blast to "millions of users" yielded XX accounts Peak institutional DD"  
[X Link](https://x.com/junkbondinvest/status/1972826801073504663)  2025-09-30T00:52Z 41K followers, 131.7K engagements


"Public markets up double digits. Your PE fund flat. Youre stuck defending a 7x levered HVAC roll-up. And still have X years left on lockup"  
[X Link](https://x.com/junkbondinvest/status/1970989845045784939)  2025-09-24T23:12Z 41K followers, 103.2K engagements


"AI infra securitization growing faster than AI 8x in under X years $80B market now $115B projected by end of 2026 XX% data center-backed CDOs but make it AI"  
[X Link](https://x.com/junkbondinvest/status/1987221257902059814)  2025-11-08T18:10Z 41K followers, 32.9K engagements


"Why PE wont sell zombies: Liquidate = lock in losses Losses = tank fund performance Bad performance = no new fundraising Better to hold $1T forever at inflated marks"  
[X Link](https://x.com/junkbondinvest/status/1988702426468438341)  2025-11-12T20:16Z 41K followers, 43.3K engagements


"Blue Owl's solution to rising redemptions: Step 1: Block redemptions in $1B retail fund Step 2: Force merger with fund trading XX% below NAV Step 3: Investors take XX% loss lose redemption rights permanently Step 4: CFO calls it a "no-brainer at XX cents" Redemptions climbed to X% of NAV in Q3 So they eliminated redemptions entirely Problem solved"  
[X Link](https://x.com/junkbondinvest/status/1990160509434466371)  2025-11-16T20:50Z 41K followers, 369.5K engagements


"Traditional pension investments: liquid investment grade corporate bonds from blue chip companies Now Guaranteed retirement payouts from: Music royalties Solar leases Private credit Asset-backed financing Boomers retirement checks funded by Drake streaming revenue"  
[X Link](https://x.com/junkbondinvest/status/1990835625797259432)  2025-11-18T17:32Z 41K followers, 37K engagements


"Private credits reported default rate: 1.3%. Actual rate including PIK conversions and maturity extensions: 4.6%. Concerns are hysterical though"  
[X Link](https://x.com/junkbondinvest/status/1995520632143122931)  2025-12-01T15:49Z 41K followers, 18.4K engagements


"Netflix taking on $59B bridge loan to buy Warner Bros. Just got upgraded to IG in 2023 Now adding debt that'll force ratings review One of the largest bridge loans EVER $72B for a library they said they didn't need Financed with debt they just escaped $NFLX"  
[X Link](https://x.com/junkbondinvest/status/1997046906694860891)  2025-12-05T20:54Z 41K followers, 23.5K engagements


"Oaktree: "Anything with AI is just getting done" Instead they're rotating to resi mortgages junk CLO tranches and busted converts. When the distressed debt specialists flee to housing bonds pay attention"  
[X Link](https://x.com/junkbondinvest/status/1989385115647320202)  2025-11-14T17:29Z 41K followers, 16.3K engagements


"Fitch private credit default rates in October by borrower size: Under $25M EBITDA: XXXX% $25M-$50M EBITDA: XXX% Smaller borrowers defaulting at nearly 4x the rate of mid-sized peers The companies that needed private credit most are struggling most"  
[X Link](https://x.com/junkbondinvest/status/1992957514187731164)  2025-11-24T14:04Z 41K followers, 77.3K engagements


"Is $MSTR quietly becoming a distressed credit story $736M/year in PF preferred dividends 2029 converts at XX cents (375 bps) Stock at NAV $STRD trading at steep discount (77 cents / 13%) Sell BTC and kill the thesis or cut the preferreds and save cash Broke down the full capital structure and whether any of it is worth owning"  
[X Link](https://x.com/junkbondinvest/status/1995312570207457512)  2025-12-01T02:02Z 41K followers, 49.9K engagements


"Dimon warning about PC cockroaches while JPM provides the subscription lines back leverage NAV loans repos and buys SRT protection from the same funds The cockroaches are bank-financed (at XX% LTV)"  
[X Link](https://x.com/junkbondinvest/status/1995676717269352780)  2025-12-02T02:09Z 41K followers, 28.1K engagements


"Asset-backed finance now $6T heading to $9T by 2029 Larger than syndicated loans HY bonds and direct lending combined Marketed as safer through pooled diversification First Brands just pledged the same receivables to multiple lenders Where there is a lot of money to lend there is a lot of money to lose"  
[X Link](https://x.com/junkbondinvest/status/1996599118374797474)  2025-12-04T15:14Z 41K followers, 20.6K engagements


"UBS billionaire clients planning allocations: Cutting: Private equity funds (highest decrease of all categories) Increasing: Direct PE investments (highest increase) They're going direct to avoid: 2-and-20 fee structure Continuation vehicles Carry on unrealized gains Decade-long lockups Meanwhile 18000 PE funds are fundraising for $X of demand per $X of supply The LPs finally did the math"  
[X Link](https://x.com/junkbondinvest/status/1996933706401857728)  2025-12-05T13:24Z 41K followers, 13.5K engagements


"FYI YouTube has more streaming viewership (12.9%) than Netflix Warner Bros and Paramount combined $NFLX $WBD $PSKY $DIS Source: Nielsen"  
[X Link](https://x.com/junkbondinvest/status/1996976017790108127)  2025-12-05T16:12Z 41K followers, 6586 engagements


"US bankruptcy filings: XXX through November 2025 Highest since 2020 Up XX% from the 2022 low of XXX The cycle is back"  
[X Link](https://x.com/junkbondinvest/status/1997867509773660263)  2025-12-08T03:15Z 41K followers, 8276 engagements


"Merck and GE Healthcare raised $XXXX billion in ONE DAY for acquisitions that wont close until 2026 Deals announced just X weeks earlier Q4 2025: $113B in M&A bond sales (highest in X years) Funding deals X months early because conditions are too good to wait"  
[X Link](https://x.com/junkbondinvest/status/1998072752058556449)  2025-12-08T16:50Z 41K followers, 7529 engagements


"Googles Gemini getting ads in 2026 The AI revolution now sponsored $GOOG"  
[X Link](https://x.com/junkbondinvest/status/1998079444205121768)  2025-12-08T17:17Z 41K followers, 10.1K engagements


"PE dealmaking in November: XX deals over $1B Bubble wrap company: $10.3B Snack foods: $3B Golf courses: $1.4B Prediction markets (Kalshi): $1B From materials to meme stocks. everythings getting bought"  
[X Link](https://x.com/junkbondinvest/status/1998088959302480008)  2025-12-08T17:55Z 41K followers, 14.1K engagements


"GameStop raised $4.2B at X% interest this year. A video game retailer in 2025. $GME's balance sheet: $8.7B cash 4710 bitcoin Converts trading at XXX Cohen can buy equities crypto companies or nothing Are the converts cheap optionality or expensive uncertainty Earnings tomorrow. My thoughts below"  
[X Link](https://x.com/junkbondinvest/status/1998168775154110865)  2025-12-08T23:12Z 41K followers, 8070 engagements


"Bally's couldn't get bank loan after trying to swap real collateral for unbuilt casino Got $1.1B from private credit instead The bid knows no bounds $BALY"  
[X Link](https://x.com/junkbondinvest/status/1998189822809391473)  2025-12-09T00:35Z 41K followers, 15.1K engagements


"DIP lenders watching their loan trade at XX cents"  
[X Link](https://x.com/junkbondinvest/status/1998455516561891562)  2025-12-09T18:11Z 41K followers, 14.6K engagements