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# ![@ArrakisGlobal Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1772204205475770368.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1772204205475770368/c:line/m:interactions.svg)

- X Week XXXXXX +297%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +26%
- X Year XXXXXXXXX +471%

### 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 -X%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXX +99%

### 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 +2.10%
- X Month XXXXX +8%
- X Months XXXXX +51%
- X Year XXXXX +314%

### CreatorRank: XXXXXXX [#](/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

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

**Social topic influence**
[$glen](/topic/$glen) #3, [$cvcas](/topic/$cvcas) #1, [$arcc](/topic/$arcc) #3, [$ctra](/topic/$ctra) 6.17%, [$cvcnl](/topic/$cvcnl) #1, [$rhmde](/topic/$rhmde) #32, [$vnom](/topic/$vnom) 4.94%, [$wmb](/topic/$wmb) 4.94%, [$rwede](/topic/$rwede) #114, [$bhp](/topic/$bhp) #25

**Top accounts mentioned or mentioned by**
[@traderpamplona](/creator/undefined) [@yellowlablife](/creator/undefined) [@irbezek](/creator/undefined) [@knole11](/creator/undefined) [@mfwarder](/creator/undefined) [@davidbaverez](/creator/undefined) [@sbrunfaut](/creator/undefined) [@lecho](/creator/undefined) [@marketplunger1](/creator/undefined) [@agnostoxxx](/creator/undefined) [@niall_indie](/creator/undefined) [@invierteplata](/creator/undefined) [@lifelags](/creator/undefined) [@ridireresearch](/creator/undefined) [@cowpensbelt](/creator/undefined) [@ruculaenblack](/creator/undefined) [@bigcoveranch](/creator/undefined)

**Top assets mentioned**
[Ares Capital, Corp. (ARCC)](/topic/$arcc) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Williams Companies Inc (WMB)](/topic/$wmb) [BHP Group Limited (BHP)](/topic/$bhp) [Civic (CVC)](/topic/$cvc) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Realio Network (RIO)](/topic/$rio) [EQT, Corp. (EQT)](/topic/$eqt) [Suncor Energy, Inc. (SU)](/topic/$su) [Kinder Morgan Inc (KMI)](/topic/$kmi) [VALE S.A. (VALE)](/topic/$vale) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Valero Energy Corporation (VLO)](/topic/$vlo) [TC Energy Corporation (TRP)](/topic/$trp) [PPL Corp (PPL)](/topic/$ppl) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Microsoft Corp. (MSFT)](/topic/$msft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Coop Coin (COOP)](/topic/$coop) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [TAC Protocol (TAC)](/topic/$tac) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Ares Protocol (ARES)](/topic/$ares) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Eroscoin (ERO)](/topic/$ero) [Barings BDC, Inc. (BBDC)](/topic/$bbdc)
### Top Social Posts
Top posts by engagements in the last XX hours

"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)  2025-09-29T09:01Z 2718 followers, 1618 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 2718 followers, 4141 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 2717 followers, 27.4K 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


"$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


"$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)  2025-10-13T14:31Z 2715 followers, 7152 engagements


"$UAMY $CAMB.BE $RHM.DE Rheinmetall could / should buy a stake in this"  
[X Link](https://x.com/ArrakisGlobal/status/1977786088572834164)  2025-10-13T17:18Z 2715 followers, 2911 engagements


"$ARCC From BBG article"  
[X Link](https://x.com/ArrakisGlobal/status/1978496852031905915)  2025-10-15T16:23Z 2710 followers, 1024 engagements


"$CNR $GLEN $EQT $CTRA"  
[X Link](https://x.com/ArrakisGlobal/status/1979602109558612038)  2025-10-18T17:34Z 2707 followers, 2830 engagements


"@TraderPamplona loaded the boat $VNOM $CTRA $SU $CNR"  
[X Link](https://x.com/ArrakisGlobal/status/1986117144795337150)  2025-11-05T17:03Z 2711 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 2711 followers, 4387 engagements


"$GLEN $GLNCY Glencore wants 420p"  
[X Link](https://x.com/ArrakisGlobal/status/1986426122297352518)  2025-11-06T13:31Z 2707 followers, 3220 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


"$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.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 2715 followers, XXX engagements


"@TraderPamplona mkt realises Glencore produces copper"  
[X Link](https://x.com/ArrakisGlobal/status/1996194646335307933)  2025-12-03T12:27Z 2715 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 2715 followers, 3988 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


"$RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis"  
[X Link](https://x.com/ArrakisGlobal/status/1904473967601021091)  2025-03-25T10:02Z 2719 followers, 5898 engagements


"$GLEN $GLEN.L $GLNCY Glencore wants 350p+"  
[X Link](https://x.com/ArrakisGlobal/status/1940335621370974391)  2025-07-02T09:03Z 2719 followers, 11.6K engagements


"Happy $RWE.DE $RWE XX Going to 50+"  
[X Link](https://x.com/ArrakisGlobal/status/1976192359248335034)  2025-10-09T07:45Z 2719 followers, 2654 engagements


"$GLEN $BHP $RIO $VALE Miners comp sheet"  
[X Link](https://x.com/ArrakisGlobal/status/1991840257692827735)  2025-11-21T12:04Z 2717 followers, 4699 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 2718 followers, 1079 engagements


"$RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A"  
[X Link](https://x.com/ArrakisGlobal/status/1845846048989659175)  2024-10-14T15:16Z 2718 followers, 2906 engagements


"$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 2719 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 2718 followers, 1607 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 2718 followers, 1316 engagements


"Morgan Stanley downgraded $CVC.AS from XX to XX in April post Liberation Day. Friday they boosted the PT back to XX following earnings"  
[X Link](https://x.com/ArrakisGlobal/status/1924083766277943537)  2025-05-18T12:44Z 2718 followers, XXX 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 2718 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 2718 followers, 2490 engagements


"$CVC.AS $CVC.NL Barclays upgrades to O/W XXXX PT 🎯"  
[X Link](https://x.com/ArrakisGlobal/status/1939963089731932649)  2025-07-01T08:23Z 2718 followers, XXX engagements


"$RHM.DE $RENK $CHG.L $EXA.FR $TKA.DE EU defense takes another massive leg higher"  
[X Link](https://x.com/ArrakisGlobal/status/1940329624858431718)  2025-07-02T08:40Z 2719 followers, 1570 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 2718 followers, 2631 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 2718 followers, 2990 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)  2025-08-05T20:42Z 2719 followers, 3469 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 2718 followers, 1284 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 2718 followers, 2711 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 2718 followers, 3224 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 2718 followers, XXX engagements


"$RWE.DE + XX% ytd. Nice to do that in a German utility"  
[X Link](https://x.com/ArrakisGlobal/status/1988546903580045358)  2025-11-12T09:58Z 2718 followers, 2612 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 2718 followers, 1762 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 2719 followers, 2064 engagements


"$BHP $AAL.L"  
[X Link](https://x.com/ArrakisGlobal/status/1992615843776360703)  2025-11-23T15:26Z 2718 followers, XXX 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 2718 followers, 1463 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 2718 followers, 1103 engagements


"$AFM.V My first dividend out of tin. I am officially part of the tin baron club @TraderPamplona @YellowLabLife"  
[X Link](https://x.com/ArrakisGlobal/status/1998319495841030568)  2025-12-09T09:11Z 2718 followers, 5176 engagements


"$GDS have a small position clear thematic beneficiaries from the H200 reprieve"  
[X Link](https://x.com/ArrakisGlobal/status/1998527075007996325)  2025-12-09T22:56Z 2717 followers, XXX engagements