[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](/creator/twitter/ArrakisGlobal)
"$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 2413 followers, 103K 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 2412 followers, 2758 engagements


"$ARCC From BBG article"  
[X Link](https://x.com/ArrakisGlobal/status/1978496852031905915) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-15T16:23Z 2413 followers, XXX 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


"$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


"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


"$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


"$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


"$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


"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 2413 followers, 2038 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 2413 followers, 6906 engagements


"$CNR $GLEN $EQT $CTRA"  
[X Link](https://x.com/ArrakisGlobal/status/1979602109558612038) [@ArrakisGlobal](/creator/x/ArrakisGlobal) 2025-10-18T17:34Z 2413 followers, 1327 engagements