Arrakis Global
@ArrakisGlobal
Opportunistic, global and thematic.
“fear is the mind killer”
893 Following 9.6K Followers
$BX $APO $CG $KKR $OWL
Whilst these deals may make sense on paper they reflexively increase mkt perception of the Alts being financing mechanisms to the Ai capex buildout, and so expect the stocks to be a pain point in any AI capex bust / slowdown.
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