DDStocks

Day Trader, Stock Researcher. Always do your DD

[FannieMae is BACK @YigalBCN]

I long this beautiful video by Mr Ackman @BillAckman. Why #FNMA & #FMCC have dropped from President Trump priority? That long delay and over-promiss by Trump is hurting all his fan-base and will hurt BIG at the midterms election. NEED TO NYSE RELIST ASAP!

[Bill Ackman @BillAckman]

An update on Pershing Square USA, Ltd. $PSUS:

Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.

The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.

As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.

Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.

Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter.

In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Just a reminder of the simple 3 step suggestion from @BillAckman last month that would unlock enormous value & greatly benefit all parties involved with Fannie Mae & Freddie Mac.

Further, immediate SPSPA write off & NYSE uplist would not be disruptive or have any other negative impact within the housing market.

Release from conservatorship can be worked out in due time...but these are current steps that can easily be taken.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Let's gooooooo!!!!🔥🔥🔥

@BillAckman has reinvested funds raised from his Pershing Square IPO into more Fannie Mae & Freddie Mac!

Thank you for the update, Mr. Ackman! Shareholders are grateful beyond words for you and your advocacy!

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@BillAckman giving some insight into his investment strategy during the "All In Podcast" (sponsored by NYSE) earlier this month.

There's nothing wrong with the excitement of the latest and greatest shiny objects.

But you can bore Mr. Ackman all the way to the moon with undervalued horses that will flat out pull.

Fannie Mae & Freddie Mac are 2 horses that he just confirmed taking larger positions in (on X this morning).

[Hand of God @TylerEHand]

How to Get Exposure to U.S. Fintech:
Since you cannot invest directly in the company, here are the realistic indirect options:

1) Buy stock in Fannie Mae ( $FNMA) or Freddie Mac ( $FMCC) — the owners of U.S. Fintech.
These are the primary ways for individual investors to gain economic exposure. Any value, profits, or expanded services from U.S. Fintech ultimately benefit Fannie and Freddie (and thus their common stockholders, subject to conservatorship rules). Both trade over-the-counter (OTC) on OTC Markets and via Fidelity, Charles Schwab, E*TRADE, Interactive Brokers, Robinhood, etc.

2)
Invest in Mortgage-Backed Securities (MBS) or related funds/ETFs.
U.S. Fintech helps create and administer the agency MBS that investors buy (treated similarly to bonds). You can buy individual agency MBS through bond brokers or fixed-income desks (more common for institutions/large investors).

Easier for most people: Invest in agency MBS ETFs or mutual funds, such as:
- iShares MBS ETF (MBB)
- Vanguard MBS ETF (VMBS)
- Other bond funds focused on U.S. agency mortgages.
These provide indirect exposure to the mortgage securitization market that U.S. Fintech supports.

Most asymmetrical upside potential for all investors: Invest in $FNMA and $FMCC and benefit from the revenue stream of U.S. Fintech when POTUS takes Fannie and Freddie (F2) public at a ~$1T valuation.

GLTA, and Happy 250th.

[Citizen @Citizen8CC]

$FNMA 6/10

Trump states he has the RIGHT to sell FNMA.

Pulte will be acting DNI for a short period of time. They are interviewing 5 candidates for the job.

Also, Fannie and $FMCC combine are worth over a 1 TRILLION 💵 DOLLARS.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Another trillion dollar soundbite today from @realDonaldTrump on Fannie Mae & Freddie Mac as he continues to commend @pulte & endorse him as acting DNI.

You’re out of your mind if you think nothing is happening with F2. When we uplist, we’ll be on the most coveted ride since Noah’s Ark.

GLTA

[Nico @nicosintichakis]

Donald Trump - "Fannie and Freddie could be worth $1 trillion" dollars

$fnma $fmcc

[Billionaire Activistman Fan @StopTheStealF2]

If $FNMA was listed on the @NYSE just using Q1's earnings and a normalized P/E, EPS, the $FNMA base price without any adjustments for demand, monopoly status, volume, minimum range pps is $150, $10 EPS, and $4 in quaterly dividends (I use +5% from warrants +1.16B outstanding shs)

[Billionaire Activistman Fan @StopTheStealF2]

Certainly $FNMA $FMCC are expecting their first ever RETAIL BOOM:
https://t.co/yakRoLzIz2
https://t.co/yakRoLzIz2

*2 exceptions to the other 837 OTCPX listed shares"
Appeared quietly on a Friday morning, May 29 - only OTC listing from OTCQB with no explanation $HOOD

@NYSE ⌛️

[Billionaire Activistman Fan @StopTheStealF2]

Burry wrote a $FNMA article and used Samsung as a 30 year 470x proof of when to load up on a compounder that trades at its tangible book value before it explodes on another long bull run backed by it's superior business performance. He ends clarifying buy Samsung's common stock.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

T - 10 until @pulte takes over as DNI.

Staying on to continue leading @FHFA & Fannie Mae/Freddie Mac.

[Billionaire Activistman Fan @StopTheStealF2]

@TylerEHand @NBDgo85 I know Tyler knows but to reiterate not only is he still buying he bought the entire time through and probably had 6 months of being the main institutional bidder lowering it down to keep accumulating the retail out after chasing up to $16. "Compounder" talk too. $FNMA.

[Nico @nicosintichakis]

Fannie Mae $FNMA up 17% overseas ( Suggart, Germany) President Trump reiterated Fannie Mae enterprise worth $1 Trillion. Look for 100% gains from here back to or near 52wk highs of $15.99 and ATH's of $80+ in the future.

[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

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Only audio was available earlier when @realDonaldTrump addressed the Fannie Mae & Freddie Mac question on Air Force One.

Here's the corresponding video as well.

Final statement:

"I could’ve sold it in my first term for one tenth of what it’s worth now...and I didn’t wanna do it. NOW I think we...you know...we would consider an IPO, yeah.

In my humble view, this is Trump‘s typical Art of War routine where he keeps everyone guessing.

But the tea leaves I continue to read represent the hill I’m willing to die on.

1. @BillAckman has met with the administration repeatedly and has publicly (and confidently) laid out his plan. He also launched his own IPO where he’s indicated that he’ll reinvest funds raised to replicate current holdings. He also just launched a Trump Accounts endorsement project with Charles Schwab.

2. The administration has been meeting repeatedly for months with attorneys and bankers to make sure all their ducks are in a row.

3. @RobinhoodApp overrode their OTC protocols last week to make an exception in adding F2 to their platform. Random? No way. Robinhood also has exclusivity as the broker and soul initial trustee for the Trump Accounts.

4. Berkshire Hathaway took an $8.5 billion position in a home building company. Bullish much?

5. A pro rate cut Fed Chair who economically aligns with Trump now presides in Warsh.

6. Capital requirements are likely to be reduced when recommendations are made next month regarding Trump's March EO on reviewing regulatory constraints.

7. @SecScottBessent wants to improve the asset side of the balance sheet...and there's too much money to be made for the Sovereign Wealth Fund for Trump not to act. Timing is everything. He won’t steal Elon’s SpaceX thunder. But what better time than the country's 250th birthday to tie in an F2 public offering on the way to restoring the American Dream? It would be the production and pageantry he lives for. Just sayin'.

8. @pulte continues to say that all options are on the table & that they’re locked, loaded, & ready to go. And we're still waiting for he & @cvpayne to "break that Fannie Mae news together ".

9. The Texas Stock Exchange is going live next month...for whatever that's worth.

Cue the doubters and never gonna happeners. Troll away.

Weary and fatigued shareholders...I get it. I hear you. I'm one of you. It's been a grueling ride. Do I get frustrated every time F2 is referred to as a trillion dollar company while we trade like penny stocks on pink sheets?Yes! One trillion percent! But the goaline is close.

Trump isn’t gonna fumble the opportunity to solidify the crown jewel in his his legacy of restoring housing.

When? Who knows. But it's coming...and it will be swift.

Have a great weekend!

GLTA

[Thurm @World_21m]

🚨 FANNIE MAE AND FREDDIE MAC ARE WORTH 1 TRILLION DOLLARS - TRUMP

PULTE POSITION AS DNI IS ONLY A TEMPORARY POSITION, NOT PERMANENT-TRUMP. $FNMA $FMCC

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@realDonaldTrump gives @pulte another monster endorsement in his additional DNI role as well as his accomplishments at F2.

"He's very smart. He’s a person who's got high integrity. He's done a phenomenal job at Fannie Mae/Freddie Mac. We probably have $1 trillion in value there. When he took over, it was much less.”

"He may find out some things about the rigged election."

"It’s short term, but he may be very effective for a short period of time.”

In the words of Ric Flair, “If ya don’t like it, learn to love it!"

Pulte is gonna keep cookin'... and will likely blow the lid off of more fraud & corruption in the process.

The panic is justified.🔥

[Billionaire Activistman Fan @StopTheStealF2]

Hedge fund PointState Capital earlier this year hired a firm to lobby the administration (to offer up F2), according to federal filings. $FNMA $FMCC

Good to see another Druckenmiller connection:

(Bessent + Warsh, Druck's boys HF lobbying gov't for F2 PO early 2026)