Grackychan

@HappyPunch FAFO

One of the nastiest cases of “f*ck around and find out” just went down in Korean MMA Straight out of a movie 😳

Know what you hold. $FNMA $FMCC Imminent.

@MillennialRisk @Fannymayfnma We had a 50% day not long ago, Monday could be absolutely meteoric. Let’s see.

@Fannymayfnma everyone is getting ahead of themselves. Let’s see if it can hold $10 and then get back to the 52 week high.

What should $FNMA stock trade at if the company is worth $1T and released from conservatorship and listed on the NYSE? Per GROK-Approximately $170–$860 per share, depending on the exact share count used and post-conservatorship capital structure.

@World_21m @DoNotLose This is wild

🚨 OFFICIAL FHFA ACCOUNT HERE ON FANNIE MAE. $FNMA

@Longviewres This name has come onto my radar from your posts, too bad I sat on my hands for two weeks since. Mcap is still in infancy stage though, so tons more upside. Look forward to your research.

$CGEH thoughts. Report on track for Monday. My report will include more than 10 data tables comparing $BE, $CGEH, and $GEV mainly for product specification and base power deployment installation (the perspective that matters to a hyperscale/colocation buyer). It has taken me months of reading to collect all this data hidden on company websites and product spec sheets to gather (not even web search through AI pro plans helped in this aggregation, too many misfires in the data collection). Please follow me to get this updated report Monday. I am also trying to figure out how to democratize the $CGEH model I built and I may have found a way to do do this using an AI Tool (like Gemini) with some prompts. If I get to a few thousand followers after this $CGEH long-form equity research report I will publish the prompt to build it and all the files needed to upload to produce the model. As long as you know what you are building it is easy to prompt for it. Also, if investors have questions on $CGEH before this report comes out please comment below so I can track, I already have a follow up report I need to write that sheds more light on the NIMBY (Not In My Backyard = NIMBY) dynamics that seem to be getting amplified by the day given the K-shaped economic dynamics of AI/data center development to non-tech employees. Read this punchy read for the preview linked below. Not investment advice, do your own due diligence, know what you own. x.com/Longviewres/st…

@Longviewres May be helpful datapoint to see the kind of average respondent's opinion: facebook.com/share/p/18Zgtr…

Also on NIMBY, this is just not great for gas turbine companies and the only reason it may not be reflected stock prices yet is because of the backlogs that go through 2030. But after that, I would be concerned on $GEV, Mitsubishi Heavy and Siemens Energy. Even $CAT might be at same risk given engine sources/emissions.

@Longviewres There was a huge NIMBY post on Facebook last night about a planned CRWV datacenter in Kennilworth, NJ. 95% of the posters were mouth breathing Karens screaming about electricity and water costs going up. Let me see if I can find it.

@101sfinance @aleabitoreddit you got it, but pretty much the only game in town

@aleabitoreddit I've never seen Spirit Airlines. Is that kind of like the Ryan Air of North America?

Still can’t believe Spirit Airlines is shutting down. Very harmful, now there’s less incentives to cut costs. There’s a difference between blocking $ARM and $NVDA acquisition (actual antitrust). And an Airline rescuing Spirit from bankruptcy. Thanks Senator Warren.

@UncleAlpha007 @DirectorPulte Watch this one too, half hour ago: x.com/HorsemanCountr…

$fnma trades at $2.6x earnings (affected for 80% dilution if government converts its warrants). When Trump takes it public in 12 months or less, shares will re-rate to 13x (400% gain). Watch the commercial below and tell me that Trump @DirectorPulte are not positioning the message for the IPO…. …. And they tell me I’m a “pump account”….2.6x earnings

$FNMA $FMCC Sonic Booooom!🔥🔥🔥 @realDonaldTrump TONIGHT applauding @pulte & his FHFA leadership while discussing the possibility of taking Fannie Mae & Freddie Mac public. Sounds like the IPO is on the table...well down the road...locked, loaded, & ready to go!!!

@johnnycakes720 @realDonaldTrump Actually do the opposite!! Lol

Please @realDonaldTrump make stakes in $FNMA and $FMCC next!

Bombshell sex harassment suit against Lorna Hajdini, JPMorgan branded 'complete fabrication' as John Doe unmasked trib.al/lwsWCbT

@nypost cant unsee now

When you see it...

I am hiring a junior analyst.

@CloneTone_1963 @aleabitoreddit Guy bought BE, I bought BE. Very happy lol.

@aleabitoreddit @aleabitoreddit Wait till Leopold Aschenbrenner’s #SituationalAwareness Fund get’s piece of $SIVE $SIVEF 🚀 🌙 ✨

Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC) That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC. Again $1.3B is literal spare change for hyperscalers and US institutions. And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI. Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome. Part of it is game theory for share accumulation. Since US/Western retail now owns a large part of the float (off of the Swedish sellers). And US institutions now want exposure.

@whatever ok bag em up boys we might have found one with cannons

Chinese girl is dating *TEN* men at the SAME TIME?!

@FangYi11101 Yeah but which one of these fish heads has the cannons I need

know the difference

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