[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.] [$ncdl](/topic/$ncdl) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "$ARCC BDC bellwether reported decent 3Q results. NAV increased +0.6% qoq to $XXXXX & defaults ticked down from XXX% to XXX% (cost). This is far from a priv cap disaster investors were pricing in X weeks ago. $NCDL (& BDC) recovery continues. So far I bottom ticked it. 🤞" [X Link](https://x.com/secretlyaninja/status/1983161003341943107) [@secretlyaninja](/creator/x/secretlyaninja) 2025-10-28T13:16Z 1182 followers, XXX engagements "$OBDC CEO pushing back hard against narrative that BDCs are in trouble. He notes that both First Brands and Tricolor were credit losses for liquid markets not private credit. 3Q earnings from $NCDL and other BDCs to shift narrative. Also bigly stock BBs" [X Link](https://x.com/secretlyaninja/status/1978436818598003134) [@secretlyaninja](/creator/x/secretlyaninja) 2025-10-15T12:24Z 1182 followers, XXX engagements "Bought $NCDL @ $XXXXX (26% discount to NAV). BDCs have been taken out to the wood shed after high profile corp defaults (First Brands Tricolor Saks etc). Seems like a classic case of throwing 👶 out with 🛁💧. Decent r/r setup w/ 12-24 month horizon imo. Thread 🧵 (1/n)" [X Link](https://x.com/secretlyaninja/status/1977566636543758722) [@secretlyaninja](/creator/x/secretlyaninja) 2025-10-13T02:46Z 1183 followers, 6492 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$ARCC BDC bellwether reported decent 3Q results. NAV increased +0.6% qoq to $XXXXX & defaults ticked down from XXX% to XXX% (cost). This is far from a priv cap disaster investors were pricing in X weeks ago. $NCDL (& BDC) recovery continues. So far I bottom ticked it. 🤞"
X Link @secretlyaninja 2025-10-28T13:16Z 1182 followers, XXX engagements
"$OBDC CEO pushing back hard against narrative that BDCs are in trouble. He notes that both First Brands and Tricolor were credit losses for liquid markets not private credit. 3Q earnings from $NCDL and other BDCs to shift narrative. Also bigly stock BBs"
X Link @secretlyaninja 2025-10-15T12:24Z 1182 followers, XXX engagements
"Bought $NCDL @ $XXXXX (26% discount to NAV). BDCs have been taken out to the wood shed after high profile corp defaults (First Brands Tricolor Saks etc). Seems like a classic case of throwing 👶 out with 🛁💧. Decent r/r setup w/ 12-24 month horizon imo. Thread 🧵 (1/n)"
X Link @secretlyaninja 2025-10-13T02:46Z 1183 followers, 6492 engagements
/topic/$ncdl/posts