@NerdcapK Avatar @NerdcapK NerdcapKTD

NerdcapKTD posts on X about $uwmc, $rkt, $betr, $ldi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 49% finance 34% technology brands 10% cryptocurrencies 4% financial services 1% automotive brands 1%

Social topic influence $uwmc #1, $rkt #3, $betr #4, $ldi #1, $ccoi 19%, $open #121, $googl 9%, mortgage rate #55, googl #76, $fnmat 6%

Top accounts mentioned or mentioned by @trackdalf @pulte @audittheherd @drmakaryfda @secscottbessent @sfarringtonbkc @alaminosinv @potus @secretaryturner @valuefishing @federalreserve @hedgeyecomm @alvarolerma @rpombocastro @vprasadmdmph @ustreasury @tmtlongshort @madthunderdome @theterminal @onesail

Top assets mentioned Rocket Companies, Inc. (RKT) Better Home & Finance Holding Company Class A Common Stock (BETR) loanDepot, Inc. (LDI) Cogent Communications Holdings, Inc. (CCOI) Opendoor Technologies Inc Common Stock (OPEN) Alphabet Inc Class A (GOOGL) Planet Labs PBC (PL) Tempus AI, Inc. (TEM) Prime Medicine, Inc. (PRME) Blend Labs, Inc. (BLND) Coop Coin (COOP) Sable Offshore Corp. (SOC) Tesla, Inc. (TSLA) BGC Group, Inc. Class A Common Stock (BGC) Mastercard, Inc. (MA) Portillo’s Inc. (PTLO)

Top Social Posts

Top posts by engagements in the last [--] hours

"Tick Tock $CCOI So is Dave selling some data centers or what $CCOI So is Dave selling some data centers or what $CCOI"
X Link 2026-01-14T21:02Z [---] followers, [---] engagements

"CGD results (a cure published in NEJM) go quietly into the night Weird. cc: @VPrasadMDMPH @DrMakaryFDA $PRME"
X Link 2026-01-27T15:57Z [---] followers, [---] engagements

"$UWMC $Rkt $Ldi $betr $open Trade groups recommend reducing the LLPAs the GSEs charge for purchase mortgages and eliminating them entirely for rate/term refis. And this must be done in coordination with any reduction in the MIP otherwise the GSEs will bleed market share to FHA. https://t.co/gelZ7BOyCr Trade groups recommend reducing the LLPAs the GSEs charge for purchase mortgages and eliminating them entirely for rate/term refis. And this must be done in coordination with any reduction in the MIP otherwise the GSEs will bleed market share to FHA. https://t.co/gelZ7BOyCr"
X Link 2026-01-28T22:21Z [---] followers, [---] engagements

"Great work so far @pulte. Bring down unnecessarily high LLPA's to activate next leg of housing market unlock. @USTreasury could also use tariff income to buy UST 10yr notes. PIMCO A New Tailwind for Agency MBS. Policy support is helping narrow mortgage spreads and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS) which offer high quality liquid PIMCO A New Tailwind for Agency MBS. Policy support is helping narrow mortgage spreads and valuations remain historically attractive. Portfolio manager Dan"
X Link 2026-02-05T23:05Z [---] followers, [---] engagements

"@TMTLongShort I think $PL and $Googl will get it done first but totally agree with sentiment"
X Link 2026-02-05T23:13Z [---] followers, [---] engagements

"Who is really going to compete with $Googl"
X Link 2026-02-09T13:13Z [---] followers, [--] engagements

"Historic capex from hyperscalers and no $CCOI data center sale. Where is the sale"
X Link 2026-02-09T16:34Z [---] followers, [---] engagements

"$ccoi existing data center value is increasing Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"
X Link 2026-02-10T13:10Z [---] followers, [---] engagements

"$CCOI strong like bull. Data center sale(s) near"
X Link 2026-02-10T21:02Z [---] followers, [---] engagements

"$PL $GOOGL Project Suncatcher SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"
X Link 2026-02-12T15:27Z [---] followers, [---] engagements

"@MadThunderdome What's your bear case on $TEM"
X Link 2026-02-13T13:14Z [---] followers, [---] engagements

"@AuditTheHerd What percent of the clip from reimbursement flows back to $TEM I think it's great they're adding others to the already established platform but my understanding had been they were trying to roll out these data informed algorithmic diagnostics themselves"
X Link 2026-02-15T13:42Z [---] followers, [---] engagements

"$uwmc $rkt $ldi $betr $open Bonds have entered the chat. $TLT breaking out on highest volume since May. https://t.co/9Mlbf1gBwA Bonds have entered the chat. $TLT breaking out on highest volume since May. https://t.co/9Mlbf1gBwA"
X Link 2026-02-15T23:29Z [---] followers, [---] engagements

"@AuditTheHerd $PL is a good addition to the data moat list"
X Link 2026-02-16T12:57Z [---] followers, [---] engagements

"Impact of the collapsing spread on $UWMC $RKT $LDI $BETR Friendly reminder: mortgage rates have much less to do with 30yr bonds than say 5yr bonds. MBS drive mortgage rates and MBS van vary vs Treasury benchmarks for a variety of reasons (e.g. recent GSE purchases): https://t.co/7bjdDanIW8 Friendly reminder: mortgage rates have much less to do with 30yr bonds than say 5yr bonds. MBS drive mortgage rates and MBS van vary vs Treasury benchmarks for a variety of reasons (e.g. recent GSE purchases): https://t.co/7bjdDanIW8"
X Link 2026-01-20T18:34Z [---] followers, [---] engagements

"$UWMC $RKT $LDI $BETR We did it. We managed to get the 30-year fixed right back to the 6.21% average last seen right before the MBS buying program was unveiled. Congrats everyone 🥳 https://t.co/4ocnrdEsFG We did it. We managed to get the 30-year fixed right back to the 6.21% average last seen right before the MBS buying program was unveiled. Congrats everyone 🥳 https://t.co/4ocnrdEsFG"
X Link 2026-01-20T20:47Z [---] followers, [---] engagements

"Dovish tilt tomorrow certainly possible. $UWMC $RKT $LDI $BETR $OPEN According to our independent price data US inflation today: Truflation US CPI: 1.18% Truflation US PCE: 1.4% We aggregate millions of data points from tens of data providers to offer a more accurate and real-time gauge of US inflation which can predict inflection points in https://t.co/lNSTxSu1oj According to our independent price data US inflation today: Truflation US CPI: 1.18% Truflation US PCE: 1.4% We aggregate millions of data points from tens of data providers to offer a more accurate and real-time gauge of US"
X Link 2026-01-27T14:50Z [---] followers, [---] engagements

"Q1 guidance is going to be 🔥 $UWMC $RKT $LDI $BETR $OPEN Purchase Pre-Approvals are off the charts to start the year. Its truly remarkable what Im seeing in the DC Metro region. The sleepy areas of the past few years are now getting lots of attention. Q1 numbers will shock many if this trend continues. Purchase Pre-Approvals are off the charts to start the year. Its truly remarkable what Im seeing in the DC Metro region. The sleepy areas of the past few years are now getting lots of attention. Q1 numbers will shock many if this trend continues"
X Link 2026-01-27T15:26Z [---] followers, [---] engagements

".@POTUS is telling you the admin is going to make housing more affordable and they're not going to do it by addressing price. That only leaves cost of financing as a lever. Rates or LLPA's are coming down. $UWMC $Rkt $LDI $Betr https://t.co/NxJRZzYTTW https://t.co/NxJRZzYTTW"
X Link 2026-01-28T00:55Z [---] followers, [----] engagements

"More great news for originators. $UWMC $RKT $LDI $BETR 🏠HOMEBUYERS GET BIGGEST DISCOUNTS IN YEARS In [----] homebuyers snagged an average 7.9% discount off list pricesthe largest since [----]. Thats about $31600 off the median $399900 home. Nearly two-thirds bought below asking as a strong buyers market with 47% more sellers 🏠HOMEBUYERS GET BIGGEST DISCOUNTS IN YEARS In [----] homebuyers snagged an average 7.9% discount off list pricesthe largest since [----]. Thats about $31600 off the median $399900 home. Nearly two-thirds bought below asking as a strong buyers market with 47% more sellers"
X Link 2026-02-02T15:44Z [---] followers, [---] engagements

"I will share with this group that were on track to produce the highest mortgage loan production in terms of volume that weve had in four years and the highest gain on sale that weve had in four years as well Krishna said on CNBCs Squawk Box. $UWMC $RKT $LDI $BETR"
X Link 2026-02-03T14:55Z [---] followers, [----] engagements

"Put me down for $UWMC outperforming $RKT in loan vol production. Both are going to do great. I will share with this group that were on track to produce the highest mortgage loan production in terms of volume that weve had in four years and the highest gain on sale that weve had in four years as well Krishna said on CNBCs Squawk Box. $UWMC $RKT $LDI $BETR I will share with this group that were on track to produce the highest mortgage loan production in terms of volume that weve had in four years and the highest gain on sale that weve had in four years as well Krishna said on CNBCs Squawk Box."
X Link 2026-02-03T14:57Z [---] followers, [---] engagements

"$uwmc $rkt $ldi $betr $open Lowest Mortgage Rates in More Than [--] Weeks [--] Yr. Fixed: 6.11% (-0.05% ) [--] Yr. Fixed: 5.70% (-0.03% ) https://t.co/iNXketaivs Lowest Mortgage Rates in More Than [--] Weeks [--] Yr. Fixed: 6.11% (-0.05% ) [--] Yr. Fixed: 5.70% (-0.03% ) https://t.co/iNXketaivs"
X Link 2026-02-10T20:11Z [---] followers, [---] engagements

"100bp of cuts. $UWMC $RKT $LDI $BETR $OPEN We are expecting [--] jobs added in January on a SA m/m basis. Preview @TheTerminal : https://t.co/IiyUJTKbAo https://t.co/QzMIsf9b4m We are expecting [--] jobs added in January on a SA m/m basis. Preview @TheTerminal : https://t.co/IiyUJTKbAo https://t.co/QzMIsf9b4m"
X Link 2026-02-10T20:56Z [---] followers, [---] engagements

"@one_sail @commonsenseplay For real man. $uwmc is going to print 50b origination volume and [---] Gos for q4 w/ a flat MSR mark. Bullish guidance for q1 clear to see. It's sub [--] p/e right now"
X Link 2026-02-12T19:01Z [---] followers, [--] engagements

"Softer than consensus and we know it is headed down from here. 10yr is going to drop further. $UWMC $RKT $LDI $BETR $OPEN U.S. JAN CPI YEAR-OVER-YEAR +2.4% (CONSENSUS +2.5%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) EXFOOD/ENERGY +0.3% (CONSENSUS +0.3%) U.S. JAN CPI YEAR-OVER-YEAR +2.4% (CONSENSUS +2.5%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) U.S. JAN CPI +0.2% (CONSENSUS +0.3%) EXFOOD/ENERGY +0.3% (CONSENSUS +0.3%)"
X Link 2026-02-13T13:31Z [---] followers, [---] engagements

"@AuditTheHerd It ran to $30 after Google announced they were partnering with $PL to test TPU in space pursuant to orbital data centers. Those satellites still collect image data for sale to whomever. They also have stopped burning cash. Definitely a better buy at $6 but $20 better than $30"
X Link 2026-02-16T13:08Z [---] followers, [--] engagements

"$uwmc $rkt $ldi $betr $open 10-year yields -9bps on the week. 10-year yields -9bps on the week"
X Link 2026-02-12T16:32Z [---] followers, [---] engagements

""United Wholesale Mortgage delivered the most loans to the agencies at $45.59 billion in the fourth quarter nearly two-thirds of which were brokered mortgages." $UWMC"
X Link 2026-02-12T18:42Z [---] followers, [---] engagements

"$googl 👑 Sundar buried the real story in the cost data. Gemini [--] Deep Think went from 45.1% to 84.6% on ARC-AGI-2 in under [--] months. Thats an 88% improvement on a benchmark specifically designed to resist brute-force scaling. The number that matters: $13.62 per task. The previous Deep Sundar buried the real story in the cost data. Gemini [--] Deep Think went from 45.1% to 84.6% on ARC-AGI-2 in under [--] months. Thats an 88% improvement on a benchmark specifically designed to resist brute-force scaling. The number that matters: $13.62 per task. The previous Deep"
X Link 2026-02-12T20:26Z [---] followers, [---] engagements

"The spread needs to get back down to 175bp and we would be back in the 5's for the 30yr FRM. cc: @Pulte @SecScottBessent The average 30-year fixed mortgage rate today: 6.10% Same day last year: 7.13% --------------------- 10-year Treasury yield today: 4.11% Spread today: [---] bps https://t.co/GeIFX7zQoH The average 30-year fixed mortgage rate today: 6.10% Same day last year: 7.13% --------------------- 10-year Treasury yield today: 4.11% Spread today: [---] bps https://t.co/GeIFX7zQoH"
X Link 2026-02-12T20:48Z [---] followers, [---] engagements

"RT @GreenPlusAnE: she did the meme"
X Link 2026-02-13T01:36Z [---] followers, [--] engagements

"I assume @pulte is tweeting this because the admin thinks this capital should be building homes. Taylor Morrison announced today that its Board of Directors has increased the amount available for future repurchases under its stock repurchase program to $1 billion of the Company's common stock. https://t.co/9tbZmmL3Ed Taylor Morrison announced today that its Board of Directors has increased the amount available for future repurchases under its stock repurchase program to $1 billion of the Company's common stock. https://t.co/9tbZmmL3Ed"
X Link 2026-02-13T01:46Z [---] followers, [---] engagements

"When we are hitting sub 1% CPI they will be pricing a 4th. 🚨 TRADERS PRICE 50% CHANCE OF THIRD FED RATE CUT THIS YEAR 🚨 TRADERS PRICE 50% CHANCE OF THIRD FED RATE CUT THIS YEAR"
X Link 2026-02-13T13:36Z [---] followers, [---] engagements

"With a spread of 190bp you're looking at a [--] handle 30yr FRM today. 🎊 Cc: @pulte @SecretaryTurner @SecScottBessent"
X Link 2026-02-13T14:24Z [---] followers, [---] engagements

"$UWMC pretty safe bet MIA is making calls today and you're going to see another refi spike. 6b lock day With a spread of 190bp you're looking at a [--] handle 30yr FRM today. 🎊 Cc: @pulte @SecretaryTurner @SecScottBessent https://t.co/uu1dzwjbIe With a spread of 190bp you're looking at a [--] handle 30yr FRM today. 🎊 Cc: @pulte @SecretaryTurner @SecScottBessent https://t.co/uu1dzwjbIe"
X Link 2026-02-13T14:25Z [---] followers, [---] engagements

"Big day for mortgage originators. $UWMC is probably doing 6b in lock vol today. another new [--] year low https://t.co/IPeAhDuFJZ another new [--] year low https://t.co/IPeAhDuFJZ"
X Link 2026-02-13T18:06Z [---] followers, [---] engagements

"Cc @pulte I run a small mortgage company (10 employees) and we just received our January [----] credit report bill. Its gone up 3x since last year. Its crushing us and hurting our customers. The credit reporting system needs complete overhaul. @pulte https://t.co/Oo5xhJziKK I run a small mortgage company (10 employees) and we just received our January [----] credit report bill. Its gone up 3x since last year. Its crushing us and hurting our customers. The credit reporting system needs complete overhaul. @pulte https://t.co/Oo5xhJziKK"
X Link 2026-02-14T01:37Z [---] followers, [---] engagements

"Mega bullish for mortgage originators should this come to pass $Uwmc $rkt $betr $ldi $TLT is in clear accumulation after years of basingvolume spikes at the lows tell the story. Breaking out of that multi-year range with a rising trendline in play. First target: [--] in the coming weeks. #TLT #Bonds #Rates I have been long on it for the last couple of months. https://t.co/9ScefBbQpi $TLT is in clear accumulation after years of basingvolume spikes at the lows tell the story. Breaking out of that multi-year range with a rising trendline in play. First target: [--] in the coming weeks. #TLT #Bonds"
X Link 2026-02-14T21:52Z [---] followers, [---] engagements

"First pricing changes begin tomorrow First pricing changes begin tomorrow"
X Link 2026-02-16T04:31Z [---] followers, [--] engagements

"@AuditTheHerd Their last two investor presentations at conferences are on Quartr; business is inflecting $googl a major partner they're kind of the Google defense spin out. Tldr: cheap satellites provide spacial data and AI services from that data pay the bills"
X Link 2026-02-16T13:01Z [---] followers, [--] engagements

"💯 [----] could be year of the bond $RKT $UWMC $BLND [----] could be year of the bond $RKT $UWMC $BLND"
X Link 2026-02-16T16:58Z [---] followers, [--] engagements

"$uwmc $rkt Housing demand snaps back as mortgage rates near 6% https://t.co/r9LqII6m15 Housing demand snaps back as mortgage rates near 6% https://t.co/r9LqII6m15"
X Link 2026-02-16T16:59Z [---] followers, [---] engagements

"$tem Current diagnostic methods for type [--] diabetes (T2D) such as HbA1c fail to capture the full complexity of the disease. In a study recently published in @NatureMedicine Tempus researchers along with collaborators analyzed multimodal data from a prospective cohort of [----] https://t.co/vvG2ojc2J2 Current diagnostic methods for type [--] diabetes (T2D) such as HbA1c fail to capture the full complexity of the disease. In a study recently published in @NatureMedicine Tempus researchers along with collaborators analyzed multimodal data from a prospective cohort of [----] https://t.co/vvG2ojc2J2"
X Link 2026-02-16T21:17Z [---] followers, [---] engagements

"$fnmas $fnmat $fmckj Another edition of What Are We Doing & we discuss several themes and single stocks: $PCT $SOC $FNMA $TSLA $BGC $MA $COOP #ENERGY $NUKZ #COPPER #URANIUM #FED #TREASURY & @VD718 shares his current mood with a Tom Petty song: Learning to Fly (Buy) Another edition of What Are We Doing & we discuss several themes and single stocks: $PCT $SOC $FNMA $TSLA $BGC $MA $COOP #ENERGY $NUKZ #COPPER #URANIUM #FED #TREASURY & @VD718 shares his current mood with a Tom Petty song: Learning to Fly (Buy)"
X Link 2025-06-25T15:34Z [---] followers, [---] engagements

"@SarioNiki @IndependentFHFA @Fanniegate101 Preferred shares are higher up in the capital structure and not subject to the same type of dilution common is highly likely to experience. Example tickers: $FNMAS $FMCKJ $FNMAT"
X Link 2025-06-26T20:05Z [---] followers, [---] engagements

"@MG_MBS Any impact of tariff rev on debt pay down"
X Link 2025-07-16T17:46Z [---] followers, [--] engagements

"I care about this more than I care about the money. There is a real scandal here and I hope it comes to light for everyone to understand. $FNMAT $FNMA $FMCC @pulte Bill You have thousands of pages of documents in your control ( 11000) that likely demonstrate Parrott & the Obama Admin misused the GSEs for political pet projects (ObamaCare). Id be happy to sift through the docs for smoking guns. Or you can unilaterally release them all. @pulte Bill You have thousands of pages of documents in your control ( 11000) that likely demonstrate Parrott & the Obama Admin misused the GSEs for political"
X Link 2025-08-15T12:29Z [---] followers, [----] engagements

"@ericjackson @vishalgarg1_0 I bet on @Mishbia15 because he's a machine & @UWMlending has done nothing but gobble share & prep for this moment since going public. All originators will do great but $UWMC is everything today you hope $Betr can become. I joined you minute [--] on $Open due too great macro call"
X Link 2025-09-25T02:50Z [---] followers, [---] engagements

"Bullish signal for GSE's. $fnmat $fnmas $fmcc $fnma 🚨 NOW: President Trump just posted this Under Sleepy Joe: ice cream break $100 billion During Trump: $1 trillion dont worry we will survive. Donald Trump is President 🔥 https://t.co/SuJeuCwuCs 🚨 NOW: President Trump just posted this Under Sleepy Joe: ice cream break $100 billion During Trump: $1 trillion dont worry we will survive. Donald Trump is President 🔥 https://t.co/SuJeuCwuCs"
X Link 2025-10-11T21:53Z [---] followers, [---] engagements

"Show me stock. $FNMAT Lutnick interview yesterday is way more bullish than $fnmas currently is priced for. Whole admin working on this. It will happen. Fast tracked. Lutnick interview yesterday is way more bullish than $fnmas currently is priced for. Whole admin working on this. It will happen. Fast tracked"
X Link 2025-12-04T21:13Z [---] followers, [---] engagements

"$CCOI question: Dave has given slightly different answers about the data center transaction under contract. Are the [--] currently being sold the largest / most desirable of the lot I know he said he doesnt want to give a price because of ongoing negotiations for others"
X Link 2025-12-05T15:40Z [---] followers, [---] engagements

"@stockthoughts81 @RecurveCapital had a great summation of the current state of $ccoi in most recent letter. Tldr: ultra beat down and significantly below asset value. They need to ink a few data center sales as the next catalyst. Market thinks Dave is a liar / chronically missed"
X Link 2025-12-06T14:02Z [---] followers, [---] engagements

"Gemini [--] pro on $ccoi"
X Link 2025-12-06T18:09Z [---] followers, [---] engagements

"Strong $ccoi day. Inked data center deal soon"
X Link 2025-12-11T00:58Z [---] followers, [---] engagements

"@SFarringtonBKC Nice $CCOI run too"
X Link 2025-12-11T13:09Z [---] followers, [---] engagements

"@SFarringtonBKC Seems like $Googl could use some edge inference compute w/ already in place power. $CCOI"
X Link 2025-12-11T13:30Z [---] followers, [---] engagements

"Initially said in jest but as the run continues. $ccoi @SFarringtonBKC Seems like $Googl could use some edge inference compute w/ already in place power. $CCOI @SFarringtonBKC Seems like $Googl could use some edge inference compute w/ already in place power. $CCOI"
X Link 2025-12-11T14:57Z [---] followers, [---] engagements

"Increasing value of $ccoi data center assets for edge inference If these OpenAI data center delay news are true this is important. A few weeks ago I wrote exactly about this topic here. Extending trajectories of the CapEx spend from the main two AI spenders is bad news for many companies. https://t.co/RScfDIsj3M If these OpenAI data center delay news are true this is important. A few weeks ago I wrote exactly about this topic here. Extending trajectories of the CapEx spend from the main two AI spenders is bad news for many companies. https://t.co/RScfDIsj3M"
X Link 2025-12-12T20:07Z [---] followers, [---] engagements

"@DrMakaryFDA How about CGD and Prime Medicine Data also presented at ASH and published in NEJM"
X Link 2025-12-15T16:34Z [---] followers, [----] engagements

"@TidefallCapital $CCOI CEO said something similar at a recent conference but not a filing"
X Link 2025-12-16T19:32Z [---] followers, [---] engagements

"$ccoi inference ready data centers for sale continue to increase in value I will be pushing for a moratorium on the construction of data centers that are powering the unregulated sprint to develop & deploy AI. The moratorium will give democracy a chance to catch up and ensure that the benefits of technology work for all of us not just the 1%. https://t.co/PoV5ziA4oQ I will be pushing for a moratorium on the construction of data centers that are powering the unregulated sprint to develop & deploy AI. The moratorium will give democracy a chance to catch up and ensure that the benefits of"
X Link 2025-12-17T01:48Z [---] followers, [---] engagements

"cc: @DrMakaryFDA re CGD breakthrough treatment from Prime Medicine. https://t.co/7PiL4nlfrf https://t.co/7PiL4nlfrf"
X Link 2025-12-19T15:47Z [---] followers, [--] engagements

"So is Dave selling some data centers or what $CCOI"
X Link 2026-01-05T14:43Z [---] followers, [---] engagements

"$UWMC market share continues to increase. Equity seems stuck in the mud vs peers. I assume Mat is getting a margin call on the [--] billion Suns loan and having to continue to fire sale shares used as collateral (similar to Dave Schafer at $CCOI). Business seems to be doing well. UWM's CEO Mat Ishbia on mortgage broker channel: "The mortgage broker market share is at its all-time high since [----] I believe." "Over 28% looks like it might finish closer to 29% for [----]. And the number [--] [--] 33% is very realistic this year and beyond." "So what we're UWM's CEO Mat Ishbia on mortgage broker channel:"
X Link 2026-01-06T19:23Z [---] followers, [---] engagements

"@SFarringtonBKC @portilloshotdog $PTLO should meet with Steve; I can't think of anyone who has articulated the bull case better"
X Link 2026-01-08T00:50Z [---] followers, [---] engagements

"Worth noting. GSE's are running the cleanest books of business they have ever had currently. I would argue the MBS buying is the first trigger pull and indicates Admin is serious about housing affordability. $UWMC $RKT $LDI $BETR Former GSE executives point out that FHFA Director Bill Pulte has not yet pulled any of the triggers that he actually has at his disposal to lower mortgage rates like cutting guarantee fees and/or loosening the credit standards at the GSEs. https://t.co/LTEl5GMmkq Former GSE executives point out that FHFA Director Bill Pulte has not yet pulled any of the triggers"
X Link 2026-01-09T15:57Z [---] followers, [---] engagements

"Lowest rates since Feb [----] $UWMC is having record high vol today. Great for $rkt $ldi $betr as well There's quite a bit more to say on the topic but here's a work-in-progress overview of the mortgage market's reaction to yesterday's MBS buying announcement as it continues to play out. https://t.co/qUAfrJzq34 btw lowest rates since Feb [--] [----] this morning: https://t.co/AsXd2ABUnw There's quite a bit more to say on the topic but here's a work-in-progress overview of the mortgage market's reaction to yesterday's MBS buying announcement as it continues to play out. https://t.co/qUAfrJzq34 btw"
X Link 2026-01-09T17:02Z [---] followers, [---] engagements

"$uwmc $rkt $ldi $betr 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b"
X Link 2026-01-09T17:13Z [---] followers, [---] engagements

"$UWMC $RKT $ldi $betr print in this scenario In a new research note TD Cowen head of U.S. rates strategy Gennadiy Goldberg said the 30-year fixed could fall to 5% by year end. This is thanks to his prior estimate of 5.25% combined with Fannie/Freddie's MBS buying which he believes pushes rates down another 0.25%. In a new research note TD Cowen head of U.S. rates strategy Gennadiy Goldberg said the 30-year fixed could fall to 5% by year end. This is thanks to his prior estimate of 5.25% combined with Fannie/Freddie's MBS buying which he believes pushes rates down another 0.25%"
X Link 2026-01-11T16:25Z [---] followers, [---] engagements

"LLPA cuts are likely on the table as well. $UWMC $RKT $LDI $BETR The Admin's willingness to conscript the GSEs opens up a range of policy options. Fannie and Freddie could again become big MBS investors. Federal Home Loan Banks could grow their holdings too or allow mREITs to become members. https://t.co/p0xZuPL66t The Admin's willingness to conscript the GSEs opens up a range of policy options. Fannie and Freddie could again become big MBS investors. Federal Home Loan Banks could grow their holdings too or allow mREITs to become members. https://t.co/p0xZuPL66t"
X Link 2026-01-12T14:39Z [---] followers, [---] engagements

"$UWMC $RKT $LDI $BETR The average 30-year fixed mortgage rate today: 6.01% Same day last year: 7.24% ------------------ 10-year Treasury yield: 4.18% Spread today: [---] bps🗜 https://t.co/rJWoCvfnW6 The average 30-year fixed mortgage rate today: 6.01% Same day last year: 7.24% ------------------ 10-year Treasury yield: 4.18% Spread today: [---] bps🗜 https://t.co/rJWoCvfnW6"
X Link 2026-01-12T20:13Z [---] followers, [---] engagements

"@trackdalf I've held $FNMAT / GSE Jpref for over a decade off on and on (multiple big runs and a SCOTUS wipe out). If Trump wants to realize gov stake then Jpref is likely worth par. Its a cockroach security but I dont think I would buy it today at over 50% of par"
X Link 2026-01-13T20:09Z [---] followers, [--] engagements

"@trackdalf I bought $UWMC over $RKT because they're the low cost producer in a commodity business. They've done a great job growing share (at the expense of retail RKT and $LDI) and operationally are doing great. I didnt plan on Mat buying a basket ball team and getting margin called"
X Link 2026-01-13T20:10Z [---] followers, [---] engagements

"@AlaminosInv @trackdalf $LDI was closest to death. $Betr is smallest and most capacity constrained. $Uwmc & $rkt have the ai systems in place to keep originating / take on volume when others get bogged down"
X Link 2026-01-14T00:55Z [---] followers, [---] engagements

"@AlaminosInv @trackdalf $RKT is the consensus long. I think it will do well but is fighting the last war. $UWMC has doubled market share during slowdown & has a lower cost base w/ an effective surge work force for origination. Recent proof they dont need a big service book to hit big refi share"
X Link 2026-01-14T13:29Z [---] followers, [---] engagements

"@AlaminosInv @trackdalf I have looked at it & I dont hate it. I'm already over allocated to housing/ rate with current plays though so I am going to stay put. $BLND could do well assisting originators who have not invested in their own tech stack. May not be able to assist in time to catch this wave"
X Link 2026-01-14T13:39Z [---] followers, [---] engagements

"@DrMakaryFDA CGD approval for $PRME"
X Link 2026-01-21T21:01Z [---] followers, [---] engagements

"@ValueFishing 💯 I take it as not a great sign that nothing has progressed. $CCOI"
X Link 2026-01-22T14:38Z [---] followers, [---] engagements

"@ValueFishing I think $CCOI is worth materially more than current price with $140m coming in to delever. Ambiguity and certainty of deal closing time line is why price hasn't moved imo. Re. Dave I think he's ethical too but he's not dumb and wants to get paid"
X Link 2026-01-22T14:44Z [---] followers, [---] engagements

"@yaireinhorn @PrimeMedicine @davidrliu @zhaoweiasu I've assumed PERT is $prme IP. That's not the case"
X Link 2026-01-25T17:17Z [---] followers, [---] engagements

"Looking forward to someone asking Jpow about "private market data indicating cooling inflation" in the presser. The FOMC meeting begins today where the Federal Reserve will decide first interest rate cut of [----]. Markets are pricing in no change after the official CPI inflation stayed flat at 2.7% the Fed's preferred metric PCE inflation edged up to 2.8% and most labor data came in https://t.co/YPKHWVW4Zs The FOMC meeting begins today where the Federal Reserve will decide first interest rate cut of [----]. Markets are pricing in no change after the official CPI inflation stayed flat at 2.7% the"
X Link 2026-01-27T13:11Z [---] followers, [--] engagements

"cc: @federalreserve @NickTimiraos According to our independent price data US inflation today: Truflation US CPI: 1.18% Truflation US PCE: 1.4% We aggregate millions of data points from tens of data providers to offer a more accurate and real-time gauge of US inflation which can predict inflection points in https://t.co/lNSTxSu1oj According to our independent price data US inflation today: Truflation US CPI: 1.18% Truflation US PCE: 1.4% We aggregate millions of data points from tens of data providers to offer a more accurate and real-time gauge of US inflation which can predict inflection"
X Link 2026-01-27T14:49Z [---] followers, [--] engagements

"@trackdalf I think the guide might be dovish no rate cuts. We'll see"
X Link 2026-01-27T15:10Z [---] followers, [--] engagements

"@mabrrramsky @Opendoor How is the new $OPEN getting nearly 10% of a median 400k transaction I'm a shareholder & would love to see this be true but 10% is a monster clip from the total sale. This would imply they are keeping the 6% RE commission the 285bp LO commission and picking up more elsewhere"
X Link 2026-01-27T19:33Z [---] followers, [---] engagements

"@Potus and @SecScottBessent could do a lot to address affordability w/o any assistance from @federalreserve by taking tariff inflows and buying US 10YR treasuries. https://t.co/PvDL4lULOQ https://t.co/PvDL4lULOQ"
X Link 2026-01-29T13:18Z [---] followers, [--] engagements

"Is Dave finally selling some data centers $ccoi"
X Link 2026-01-29T18:42Z [---] followers, [---] engagements

"@HedgeyeComm @PythiaR @Hedgeye @KeithMcCullough Buying $TEM"
X Link 2026-01-30T01:07Z [---] followers, [---] engagements

"@trackdalf I think it's read through to $pfsi earnings and caught some momo. Over done in case of $uwmc who probably ruined recapture at Penny mac"
X Link 2026-01-30T16:13Z [---] followers, [---] engagements

"@trackdalf Certainly possible Probably both. RKT lawsuit warranted imo"
X Link 2026-01-30T16:18Z [---] followers, [--] engagements

"@trackdalf I'm going to keep saying UWM today is the company $betr wants to be"
X Link 2026-01-30T16:23Z [---] followers, [---] engagements

"@HedgeyeComm @buccocapital Plenty of software names are in real danger. Software with a data moat seems like a much better bet ( $TEM $PL ) I have this theory that Google via GCP has pretty good line of sight on what is profitable and surging as well"
X Link 2026-02-02T20:27Z [---] followers, [---] engagements

"Deflation. cc: @truflation Pepsi Cuts Some Prices As Much As 15% As K-Shaped Economy Squeezes Consumers https://t.co/T5CLyxoiPz Pepsi Cuts Some Prices As Much As 15% As K-Shaped Economy Squeezes Consumers https://t.co/T5CLyxoiPz"
X Link 2026-02-03T15:14Z [---] followers, [--] engagements

"@ALVAROLERMA @rpombocastro [--] of the [--] properties are off market or all of the [--] are off market"
X Link 2026-02-04T19:41Z [---] followers, [---] engagements

"$UWMC is probably going to have q4 [----] volume somewhere in the neighborhood of 50b origination volume at [---] GOS for 600m in earnings before expenses. MSR mark should be flattish. Assuming no hedge blow up ala q4 [--] there should be approx .15/ share in earnings"
X Link 2026-01-02T16:00Z [---] followers, [---] engagements

"Great day for originators. $UWMC The average 30-year fixed mortgage rate today: 6.07% Same day last year: 7.07% -------------------- 10-year Treasury yield: 4.23% Spread today: [---] bps https://t.co/Myh0vOb91z The average 30-year fixed mortgage rate today: 6.07% Same day last year: 7.07% -------------------- 10-year Treasury yield: 4.23% Spread today: [---] bps https://t.co/Myh0vOb91z"
X Link 2026-01-16T20:32Z [---] followers, [---] engagements

"x2 with another high vol close near HOD. $UWMC Great close for $UWMC. Closing on the highs with high volume. Glad to see this finally reprice to reality. Great close for $UWMC. Closing on the highs with high volume. Glad to see this finally reprice to reality"
X Link 2026-01-16T21:11Z [---] followers, [---] engagements

"$UWMC New buyer conversations have exploded higher to start the year. This holiday weekend usually marks the official beginning of the year for real estate. Everyone has fallen back to normal life schedules post-holidays and the three-day weekend brings conversations forward. Today New buyer conversations have exploded higher to start the year. This holiday weekend usually marks the official beginning of the year for real estate. Everyone has fallen back to normal life schedules post-holidays and the three-day weekend brings conversations forward. Today"
X Link 2026-01-19T14:22Z [---] followers, [---] engagements

"$UWMC $RKT 😂 Good article in @barrons re nonbank mortgage giants $UWMC and $RKT. Over the years I have owned both. Don't own either rn but am exposed to UWMC because it is buying portfolio holding $TWO in a stock-for-stock deal. https://t.co/wB2dCDeSOY Good article in @barrons re nonbank mortgage giants $UWMC and $RKT. Over the years I have owned both. Don't own either rn but am exposed to UWMC because it is buying portfolio holding $TWO in a stock-for-stock deal. https://t.co/wB2dCDeSOY"
X Link 2026-01-19T16:09Z [---] followers, [---] engagements

"$uwmc Internal purchase metrics are incredibly strong to start the year. Yesterday our new purchase leads MTD [----] is at the same level as Q1 [----]. That's insane. Many bullish tailwinds in housing right now. I am hearing more and more "traffic is crushing me as I'm back in the Internal purchase metrics are incredibly strong to start the year. Yesterday our new purchase leads MTD [----] is at the same level as Q1 [----]. That's insane. Many bullish tailwinds in housing right now. I am hearing more and more "traffic is crushing me as I'm back in the"
X Link 2026-01-21T14:48Z [---] followers, [---] engagements

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