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@mountaingoatcap "$PGY: 🚨Last founder sale - late June. Gal hasnt sold since IPO. The other two founders used to sell occasionally thats stopped entirely. Not even after the big run up into the 40's. Thats not random. That's a bullish signal. Nobody knows where this is headed better than they do. 💥"
X Link @mountaingoatcap 2025-10-15T16:43Z 1661 followers, 2839 engagements

"$PGY: Stellantis is the auto captive that is a customer of Pagaya"
X Link @mountaingoatcap 2025-10-15T01:10Z 1661 followers, 4509 engagements

"$PGY Debunking the PGY Risky Lender Myth Using Citizens Bank Q3 '25 data 🎯 What $CFG said today via Q325 earnings: The overall U.S. consumer is very stable. Limited "stress" shows up in the bottom 20-30% of incomes of CFG customers. Where that line is: 30th percentile income = $49520 (2024) per the U.S. Census. Census Bureau Where $PGY operates: Pagayas borrowers skew solidly above those cohorts: FICO: 670680 (near-prime/prime band) Pagaya Income: 120k Focus: industry calls them invisible primes" overlooked by traditional cutoffs but strong payers when scored with AI/alt-data. Why $CFG"
X Link @mountaingoatcap 2025-10-15T18:01Z 1661 followers, 4961 engagements

"@xian838473193 The assumptions are too big in my opinion to be accurate. I would guess 2.9B for the quarter"
X Link @mountaingoatcap 2025-10-15T00:43Z 1661 followers, XXX engagements

"$PGY - More good news this morning. Pagaya expands revolving credit facility to $132M w top-tier banks including Wells Fargo at a substantially lower cost 🔥Big banks leaning in = confidence signal 🔥Extends runway to 2028 🔥Cheaper capital = higher margins 🔥Strong liquidity buffer ($132M)"
X Link @mountaingoatcap 2025-10-02T12:42Z 1661 followers, 103.4K engagements

"$PGY: 📈 Small but compounding bullish signals Avi Zeevi GP at Viola Ventures (early Pagaya investor) & Pagaya board member got his carry in Pagaya ($PGY) shares via Viola Ventures IV as reported to the SEC on Sept XX. Remember all those shares distro'd to LP's that weighed on the stock a few weeks back I noticed it and waited to see if hed sell. A couple weeks later nothing. No disposition filed. He seems to be holding his shares and that choice speaks volumes. These little signals keep stacking. Bullish short and long term Also it's been a long time since a founder sold shares"
X Link @mountaingoatcap 2025-10-08T17:06Z 1661 followers, 12K engagements

"$PGY: Citizens Bank may be the top-20 U.S. bank Pagaya referenced as relaunching its personal-loan business. From Pagayas Q2 2025 Shareholder Letter: we are currently in the onboarding stage with a top-20 U.S. bank by assets to help in the re-launch of their personal-loans business Citizens Bank ($220 B in assets) fits the description perfectly: ➡Previously offered personal loans later exited ➡Currently not offering new personal loans ➡Operates as a large regional across New England NYC and the Midwest. And heres the kicker: Last week Citizens participated in expanding Pagayas loan facility"
X Link @mountaingoatcap 2025-10-09T15:09Z 1652 followers, 46.5K engagements

"$PGY - Larry Fink on CNBC just said credit metrics are getting better across the entire private credit space"
X Link @mountaingoatcap 2025-10-14T13:47Z 1661 followers, 17.8K engagements

"$PGY - Today's PGY annoucement is more important than it might seem. Remember banks do their own underwriting before committing capital. That means these banks including Wells Fargo just underwrote Pagaya with fresh new eyes. They not only increased the size of the loan facility but LOWERED the cost. Hugely bullish. Validation from conservative bankers. It also continues to incrementally bring down operating costs to further enhance the operating leverage. This is a major investment thesis. Single most important message: Pagaya just secured cheaper larger higher quality liquidity which is: 1"
X Link @mountaingoatcap 2025-10-02T15:02Z 1661 followers, 21K engagements

"@grok @K_holdings_ But KBRA reports confirm it"
X Link @mountaingoatcap 2025-10-15T01:23Z 1661 followers, XX engagements

"$PGY has never chosen a Monday for earnings. Last year it was a Tuesday. Typical for them is Tues-Thurs. Monday is a Bullish signal to me. They are announcing before the bell on a Monday with the whole week ahead of them. You're NOT hiding anything by being one of the first to report for the week. 🔥 And I think that is the idea. It's also X day earlier than last year. Everything leans bullish"
X Link @mountaingoatcap 2025-10-08T14:49Z 1661 followers, 46.3K engagements

"$PGY: $BAC results include lower charge-offs than expected. Good loan growth. All things that point to a good economy and resilient consumer"
X Link @mountaingoatcap 2025-10-15T14:05Z 1661 followers, 1620 engagements

"$PGY - "While some economic uncertainty remains the U.S. economy has been resilient and the financial health of our clients and customers remains strong.""
X Link @mountaingoatcap 2025-10-14T14:14Z 1661 followers, 2243 engagements

"@K_holdings_ @grok"
X Link @mountaingoatcap 2025-10-15T01:21Z 1661 followers, XXX engagements