Brew Stonks
2.7K posts

Brew Stonks retweetledi

$fnma $fmcc this has been well known in the community for a long time ... since Judge Sweeney was presiding over the F2 trials ... @BillAckman should be well aware of this as well as @michaeljburry but here is the major problem we face as small individual investors ... few of us hold the position size the above named individuals do and although we will make the same percentage gain when this is resolved, many of those larger investors are perfectly fine with the potential 80% warrant dilution in the name of putting an end to this and reaping the sizeable gains they will earn on their position size ... they are often not as willing as we are to rock the boat with this information that calls out the government actors on their full corruption ... obviously, even though this is well known it doesn't hurt to repost and keep the corruption narrative front and center ...
@TheBurgosGrp @ArgueAlone @MIA95629998 @GuidoPerei @darren_unruh @nicosintichakis
aerokinetic@aerokinetic
This is NOT A CONSERVATORSHIP !!! $FNMA $FMCC Show the world what Obama and his crooked cronies did!
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@StockMKTNewz $FNMA and $FMCC by a long shot… and it’s not even close.
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Brew Stonks retweetledi

$FNMA $FMCC
@pulte with @SaraEisen this AM discussing Fannie Mae, Freddie Mac, & the prospect of an IPO.
Predictably consistent, Pulte defers to @realDonaldTrump on the public offering.
Know this...nobody is stealing Trump’s thunder on this matter.
But read the tea leaves.
1. Earnings report
2. Ackman IPO/Interview
3. Warsh/rate cut incoming
4. Cap rule reduction incoming
5. Trump's Friday night teaser
6. "Trillion dollar company"
7. Trump TS post on Intel
Signals are everywhere. Let them with eyes see...& them with ears hear.
Locked, loaded, & ready to go.
Thank you, Sara, for pressing Director Pulte on the IPO, reminding him of your interview with @BillAckman on Monday, and encouraging the public offering.
"I think that’s why the market would be excited to see a broader IPO."
- Sara Eisen
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Mizuho Investment Research Report on the GSEs: 70% Probability the Common Stock is a Zero, by @RuleofLawGuy1 open.substack.com/pub/ruleoflawg…
$fnma
$fmcc

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@MillennialRisk @AlanZhang0121 They’re worth well over $10, but a few mechanisms must occur first… and the government is purposely not acting on the remaining items so that they can keep them in limbo until they’re ready to act.
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@9TailDoog I did. As you’ll not in my bio, I have a bad case of fat finger disease.
Thanks for the feedback.
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$FNMA $FMCC great read.
F2 should no longer trade on the OTC. It’s an embarrassment that these two players control 70% of the US secondary mortgage market, make billions in profit every quarter, and trade where they do. It’s time. It’s been time.
Neo Sun Tzu@neo_tzu53185
$fnma $fmcc ... with the latest turn of events, it seems like a good time to remind everyone that we are still trading in the over-the-counter (OTC) market. So, reposting my article on that Ninth Circle of Hell: the OTC. Give it a read and repost if you haven't done so already!
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@darren_unruh Very well written and I think your points were well articulated. I think there was a typo in the last sentence of your last bullet point. “The UST still owes ~$7.4 B to FNMA.” Did you mean to write FMCC?
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Brew Stonks retweetledi
Brew Stonks retweetledi

@ViewoftheHudson @Fannymayfnma Nobody cares about the IPO. It’s just a term used in conjunction with the reduction of the ERCF, and an uplist to the NYSE. Implicit guarantee is the direction they’re going- which does not need an act from congress.
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@usnavycmdr AT LEAST* Fair share value. FNMA and FMCC are worth a lot more based on what they make and what the government has said their value is. Also, how much of the warrants they’ve expressed they’ll be using initially is a lot lower than the doom and gloomers predicted.
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Assessing Fannie Mae (OTCPK:FNMA) Valuation After Q1 2026 Earnings And Housing Market Support
finance.yahoo.com/markets/stocks…

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@mccartydh @Dave92626232148 @revgalerivs @FannieMae @FreddieMac Trump has been president for 30% of F2’s conservatorship. Until Trump changes any of those levers, he owns this too.
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If you haven’t been following FNMA/FMCC
(Aka: Fannie Mae - Freddie Mac) the Mortgage banks that are under Government conservatorship.
@FannieMae @FreddieMac
Think about how this works. They make $3.7B (PROFIT)
On $7.3 Revenue
And their Stock trades at $8?!?!? This is HEAVILY UNDERVALUED.
Pay Attention -
Just WAIT till real people hear this story - see the History and @POTUS @SecScottBessent release these banks to the Open market.
It’s TIME!
fanniemae.com/media/56881/di…
From Today - Thursday April 30, 2026

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@MoneyLobster @ArgueAlone @zerohedge He might not want to say because he’s part of the government’s “IPO” plan for FNMA and FMCC. Pershing square wants to be a “big shareholder” of these companies they buy. All speculation of course… 😆
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@ArgueAlone @zerohedge That was my suspicion as well. If they're such great buys, why not buy them. Maybe secure a government investment as well, while taking them public again.
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