Activist Investor

[Activist Investor @ActvstInvstr]

Housing is the next big near term revolution.
And the thing about housing is that it lifts everyone up, from The Wall street to The Main street.
$FNMA $FMCC

[Activist Investor @ActvstInvstr]

@BillAckman Dude @BillAckman you got to comment about $fnma $fmcc don’t betray us

[Billionaire Activistman Fan @StopTheStealF2]

$FNMA $FMCC about to move govt stake off the bal sheet into the dividend cash machine and insane equity valuation that never stops compounding in either June or July - and add in external 1T IPO equity offered to seed the start of our SWF. Book it @sama news broke on his offer.

[Activist Investor @ActvstInvstr]

It will cost a lot of votes for this administration $fnma $fmcc voters have been betrayed with false promises @POTUS @howardlutnick @SecScottBessent @pulte

[Tony Castelluccio @T_Castelluccio]

Fannie Freddie:

-Pulte took 'acting director job' for DNI
-Trump said still planning IPO, but 'no rush'

This is clearly NOT a Priority.

Which brings us to, we know its not happening this yr.
That means we are 50% done with this term, When?
Are we looking at another Trump1.0, where Trump just say 'sorry for trusting us, to do what we said'???

This use to be a perpetual option: meaning it will pay out at some point, but way i see it, idk who is even in office past 2028. SO this option now has a 2yr shelf life to be in the money.
Every Day that passes, the options has 'price decay' or 'theta', because its less likely to expire in the the money.

ALL THEY HAVE TO DO IS A PSPA AMENDMENT

simply write an amendment: solidifying capital structure, and road map to exit.

It doesnt have to be some grand IPO(capital raise).
-treasury was talking abt selling 30b of their shares. NOT a capital raise for the companies.
-Its completely Irrelevant and doesnt matter in the slightest.
-they can market their assets to market value.(LIKE EVERYONE EVER), and sell off at anytime they see fit in the open markets like every other US Gov owned 'private company' from the 08 GFC

-US said to be looking to investments in AI private companies.
--Clearly owning 'equity' isnt a concern of theirs.

There is ZERO reason to invest in those companies aside from wanting to pump trumps ego that the US gov made money.
--These companies arent just the most well financed today, they are the most well financed companies to ever exist. They have more money being thrown at them than anything literally ever has by many multiples.
-And trump wants to 'spend your tax dollars to invest in something that will replace Your job'

Government allocating capital=Socialism

So as a GSE investor, we really need to reevaluate here.
Im willing to hear any POV on why 'This times dif than trump1.0' where they screwed us at the last second.

And for Trump to continually say 'i didnt want to do it in my first term, becuase it was pennies, 1/10 the value... and didnt want to be a schmuck'...
IS Bull SH*T
-PSPA Amedment=FIX
Government NEVER HAS TO SELL if they dont want.

They'd have the exact same 'valuation today' if they did the pspa amendment, and just held the shares.

SOMEONE needs to tell trump:
Lets just do an 'PSPA amendment, and NOT SELL, and move the equity to a sovereign wealth fund'
-they will be able to immediately mark their valuation to market, showing the public its a huge win

And everyone can move on.

[Activist Investor @ActvstInvstr]

This “no-rush” will cost him a lot of votes. $fnma $fmcc shareholders continue to be betrayed with false promises. @POTUS @SecScottBessent @howardlutnick @pulte @DirectorPulte

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@realDonaldTrump today on Air Force One when pressed on the Fannie Mae & Freddie Mac IPO:

"We’re thinking about an IPO for them…it's not a rush."

IMHO, if he wasn’t going to do it, I believe he would just say so.

There’s too much money to be made on all sides not to do it. But timing is everything.

GLTA

[Activist Investor @ActvstInvstr]

@BillAckman What about $fnma $fmcc? We are in this because of you

[Activist Investor @ActvstInvstr]

If you are selling $fnma $fmcc because @pulte is also director of NIA now, you really being basic. These two things are not all related. Buy the dip $fnma $fmcc

[Activist Investor @ActvstInvstr]

@theallinpod @BillAckman Why you guys didn’t talk about Fannie and Freddie man? C’mon. Disappointing

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

If I were a former US president who had worked feverishly to conceal 11k documents pertaining to Fannie Mae & Freddie Mac to hide my theft & corruption…I’d be a little uneasy with @pulte being named acting DNI.

Hypothetically, of course.🔥

https://t.co/xBlB6Xp1pb

[Activist Investor @ActvstInvstr]

@BillAckman Did u guys talk $fnma $fmcc?

[Thurm @World_21m]

🚨 FANNIE MAE AND FREDDIE MAC. IMMINENT. $FNMA $FMCC

[Activist Investor @ActvstInvstr]

@ShockleyMiles @Jason It was easy to see the bullying. Jason was partially right, i.e. job losses were because of Ai and it was also just probably just used as an excuse to fire people.
It is like FSD, in 2015 we thought FSD is just 2yrs away when it was a decade away.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@SecScottBessent, hear me out, Sir.

While you're up there destroying the Fake News, feel free to do Fannie Mae & Freddie Mac shareholders a solid.

Just work in a quick announcement that the gov't has been repaid and the SPSPA has been written of.

Whadaya say?

[Activist Investor @ActvstInvstr]

@pulte Remember this?

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@pulte scoring the hat trick today with 3 "yuge" endorsements from @realDonaldTrump.

Fannie Mae & Freddie Mac are clearly in good hands.

Pulte's exchange with @cvpayne yesterday is now even more interesting!

"Break that Fannie Mae news together...wink, wink!"

[Activist Investor @ActvstInvstr]

Still chance for world’s biggest IPO if you do it before June 12

[Citizen @Citizen8CC]

$Fnma I couldn’t believe that the $SPCX deal 🚀would go before Fannie. @SecScottBessent @realDonaldTrump @pulte @howardlutnick @elonmusk

[$FMCC $FNMA @imKarma69]

JUSTICE FOR $FMCC $FNMA @realDonaldTrump @pulte @SecScottBessent @POTUS @WhiteHouse @MariaBartiromo

[Activist Investor @ActvstInvstr]

$fnma $fmcc Just do it man @DirectorPulte @pulte

[Hand of God @TylerEHand]

@cvpayne is going to visit Washington very soon and hopes to, "Break that Fannie Mae news together, wink, wink," with @pulte :

$FNMA $FMCC strong.

[GSE News @GSE_NewsToday]

We are coming up on summer and families are hoping to be able to afford a getaway. $FNMA shareholders are no different and are wanting the peace of mind that investments and retirement accounts will not be lost. @realDonaldTrump @SecScottBessent - can you update the tired and beat down shareholders with a timeline?

[Fractious Forever @XfractiousX]

Hey @pulte

2025?

Ready to go?

Locked and loaded?

More than $1T?

$FNMA $FMCC

@FHFA

[Fannymay @Fannymayfnma]

Let’s be clear about something. Bush/Obama/Biden may have placed $FNMA $FMCC in conservatorship and consequently robbed the shareholders and American tax payers blind, but it’s @realDonaldTrump and his administration that has openly decided to keep the two companies under government ownership. So, in the people’s minds, there is no difference between the Trump and the Bush/Obama/Biden administrations. Enough said!