# ![@AlaminosInv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1961968980333359104.png) @AlaminosInv Alaminos Inversiones

Alaminos Inversiones posts on X about $blnd, $itb, $len, ipo the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1961968980333359104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961968980333359104/c:line/m:interactions.svg)

- [--] Week [---] -41%
- [--] Month [-----] -24%

### Mentions: [--] [#](/creator/twitter::1961968980333359104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961968980333359104/c:line/m:posts_active.svg)

- [--] Week [--] -82%
- [--] Month [--] +33%

### Followers: [--] [#](/creator/twitter::1961968980333359104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961968980333359104/c:line/m:followers.svg)

- [--] Week [--] +8.60%
- [--] Month [--] +100%

### CreatorRank: undefined [#](/creator/twitter::1961968980333359104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961968980333359104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [financial services](/list/financial-services) 

**Social topic influence**
[$blnd](/topic/$blnd) #23, [$itb](/topic/$itb), [$len](/topic/$len), [ipo](/topic/ipo), [mortgage rate](/topic/mortgage-rate), [$rkt](/topic/$rkt), [$fnma](/topic/$fnma), [$fmcc](/topic/$fmcc), [$uwmc](/topic/$uwmc), [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@mattscottcap](/creator/undefined) [@nerdcapk](/creator/undefined) [@trackdalf](/creator/undefined) [@michaeljburry](/creator/undefined) [@billackman](/creator/undefined) [@traceyryniec](/creator/undefined) [@revgalerivs](/creator/undefined) [@royeriksen](/creator/undefined) [@multimismanaged](/creator/undefined) [@magiccompounds](/creator/undefined) [@business](/creator/undefined) [@consensusgurus](/creator/undefined) [@fanniemae](/creator/undefined) [@freddiemac](/creator/undefined) [@goldilock1969](/creator/undefined) [@ruleoflawguy](/creator/undefined) [@degenlanecap](/creator/undefined) [@eliazarus](/creator/undefined) [@mrderivatives](/creator/undefined) [@world21m](/creator/undefined)

**Top assets mentioned**
[Blend Labs, Inc. (BLND)](/topic/$blnd) [Lennar Corporation (LEN)](/topic/$len) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Adobe, Inc. (ADBE)](/topic/$adbe) [4 (FOUR)](/topic/$four) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Fiserv Inc (FISV)](/topic/$fisv) [loanDepot, Inc. (LDI)](/topic/$ldi) [Data Lake (LAKE)](/topic/$lake) [American Homes [--] Rent (AMH)](/topic/$amh) [Blackstone, Inc. (BX)](/topic/$bx) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [D R Horton Inc (DHI)](/topic/$dhi) [PulteGroup, Inc. (PHM)](/topic/$phm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@business 21%+ $GGAL"  
[X Link](https://x.com/AlaminosInv/status/1976579091005420004)  2025-10-10T09:22Z [--] followers, [--] engagements


"@MillennialRisk @BillAckman 20% chance Mnuchin Dilution Solution = $1"  
[X Link](https://x.com/AlaminosInv/status/1990908938804412419)  2025-11-18T22:24Z [--] followers, [--] engagements


"@Alec_Mazo assuming an IPO is still in the White House plans"  
[X Link](https://x.com/AlaminosInv/status/1991631835357425685)  2025-11-20T22:16Z [--] followers, [---] engagements


"Probabilities and key assumptions for what is ahead for $FNMA and $FMCC Michael Burry might be correct in that the key growth catalysts will be in [----] with the next administration"  
[X Link](https://x.com/AlaminosInv/status/1994040200344089062)  2025-11-27T13:46Z [--] followers, [---] engagements


"@BlackScholesMan @ConsensusGurus Much lower interest rates"  
[X Link](https://x.com/AlaminosInv/status/2001062787313791241)  2025-12-16T22:52Z [--] followers, [--] engagements


"@RobTVDC @FannieMae @FreddieMac @FHFA @pulte @USTreasury Declining interest rates have not materialized to more housing demand per $LEN"  
[X Link](https://x.com/AlaminosInv/status/2001323429656428980)  2025-12-17T16:07Z [--] followers, [--] engagements


"@TraceyRyniec They need Trump and Bessent to boost the market"  
[X Link](https://x.com/AlaminosInv/status/2001324192449634694)  2025-12-17T16:10Z [--] followers, [--] engagements


"@TraceyRyniec In the call they hinted at Federal Government action in [----] with 'bold ideas'"  
[X Link](https://x.com/AlaminosInv/status/2001329048711229936)  2025-12-17T16:30Z [--] followers, [--] engagements


"@mattscottcap Still listening to the call sounds like Q1-26 will be the lowest so they are still in decline but then will be all green from there"  
[X Link](https://x.com/AlaminosInv/status/2001330320696823812)  2025-12-17T16:35Z [--] followers, [--] engagements


"@mattscottcap Yes but Trump is speaking tonight about his [----] affordability agenda"  
[X Link](https://x.com/AlaminosInv/status/2001331524466319635)  2025-12-17T16:39Z [--] followers, [--] engagements


"@mattscottcap margins will be hit Q1 no matter what but then should be juiced up by federal stimulus afterwards. Perhaps other builders will benefit more than $LEN however as they are land-light now"  
[X Link](https://x.com/AlaminosInv/status/2001332539395633230)  2025-12-17T16:43Z [--] followers, [--] engagements


"Future $LEN margin growth will come via a lower incentive structure"  
[X Link](https://x.com/AlaminosInv/status/2001334051056292003)  2025-12-17T16:49Z [--] followers, [--] engagements


"@JaguarAnalytics Bubble"  
[X Link](https://x.com/AlaminosInv/status/2001337231949332751)  2025-12-17T17:02Z [--] followers, [---] engagements


"@revgalerivs @Joey84826421698 Yes but that was influenced by Bill Ackman's latest Space chat. If Bill Ackman remains quiet there is no catalyst until exiting conservatorship"  
[X Link](https://x.com/AlaminosInv/status/2001633365741748654)  2025-12-18T12:39Z [--] followers, [--] engagements


"@TraceyRyniec What I found interesting is that unlike $LEN they did not hint at any government intervention expectations for 2026"  
[X Link](https://x.com/AlaminosInv/status/2002001547857645750)  2025-12-19T13:02Z [--] followers, [---] engagements


"@DividendDynasty Any of the US homebuilders but primarily $LEN"  
[X Link](https://x.com/AlaminosInv/status/2003871873130713487)  2025-12-24T16:54Z [--] followers, [---] engagements


"@rcwhalen @TylerEHand @BillAckman I also think [----] is more likely than 2026"  
[X Link](https://x.com/AlaminosInv/status/2006497025081356376)  2025-12-31T22:45Z [--] followers, [--] engagements


"@pradeeepk $LEN"  
[X Link](https://x.com/AlaminosInv/status/2006756497280348240)  2026-01-01T15:56Z [--] followers, [--] engagements


"@BillAckman @realDonaldTrump It is only [--] year"  
[X Link](https://x.com/AlaminosInv/status/2009814582639112529)  2026-01-10T02:28Z [--] followers, [--] engagements


"@goldilock1969 @royeriksen_ they are lean and set up with great operating leverage for a lower mortgage rate environment in the mid term. Short term I expect a leap in the stock price on 01/21 from the Davos speech"  
[X Link](https://x.com/AlaminosInv/status/2011205004905103376)  2026-01-13T22:33Z [--] followers, [--] engagements


"@MultiMismanaged The Wall Street Journal is saying Pulte wants to prevent them from stock buybacks reducing EPS going forward. https://www.wsj.com/politics/policy/trump-administration-takes-aim-at-home-builder-stock-buybacks-e6ebdfa2 https://www.wsj.com/politics/policy/trump-administration-takes-aim-at-home-builder-stock-buybacks-e6ebdfa2"  
[X Link](https://x.com/AlaminosInv/status/2011427277574390080)  2026-01-14T13:16Z [--] followers, [--] engagements


"@goldilock1969 @royeriksen_ I disagree I have high confidence that the train leaves the station on the 21st. Agressive federal stimulus should be announced at the WEForum. Lots of macro tailwinds coming our way"  
[X Link](https://x.com/AlaminosInv/status/2011430185359302785)  2026-01-14T13:28Z [--] followers, [--] engagements


"@sigmazerocap @NerdcapK @trackdalf Thanks. Any concerns on the TWO acquisition Will look into $UWMC and do my due diligence"  
[X Link](https://x.com/AlaminosInv/status/2011473202627633660)  2026-01-14T16:19Z [--] followers, [--] engagements


"Stifel: How can housing be made more affordable http://omny.fm/shows/potomac-perspective-with-brian-gardner/fed-up http://omny.fm/shows/potomac-perspective-with-brian-gardner/fed-up"  
[X Link](https://x.com/AlaminosInv/status/2011551171920756762)  2026-01-14T21:29Z [--] followers, [--] engagements


"@dalibali2 how long before $ADBE gets taken private"  
[X Link](https://x.com/AlaminosInv/status/2011573568820445217)  2026-01-14T22:58Z [--] followers, [---] engagements


"Stifel suggests an IPO of $FNMA $FMCC can rival SpaceX for the biggest IPO ever. #spacex"  
[X Link](https://x.com/AlaminosInv/status/2011811053118607789)  2026-01-15T14:41Z [--] followers, [---] engagements


"@rule_of_law_guy Everytime they drop Bill Ackman pauses posting about geopolitics to comment on Fannie. Just wait and watch"  
[X Link](https://x.com/AlaminosInv/status/2011830296635752583)  2026-01-15T15:58Z [--] followers, [---] engagements


"@MagicCompounds @DegenLaneCap @MultiMismanaged Title365 was a massive strategic mistake. Surprised they survived that plus the bear market to see daylight"  
[X Link](https://x.com/AlaminosInv/status/2011946365547393399)  2026-01-15T23:39Z [--] followers, [--] engagements


"I am going to have to update these probabilities for $FNMA soon as it seems highly likely the Status Quo will remain for [----] as reported by Barrons NYTimes and Bloomberg BI. Probabilities and key assumptions for what is ahead for $FNMA and $FMCC Michael Burry might be correct in that the key growth catalysts will be in [----] with the next administration. https://t.co/CUz61AlEFH Probabilities and key assumptions for what is ahead for $FNMA and $FMCC Michael Burry might be correct in that the key growth catalysts will be in [----] with the next administration. https://t.co/CUz61AlEFH"  
[X Link](https://x.com/AlaminosInv/status/2011952865913225568)  2026-01-16T00:05Z [--] followers, [---] engagements


"@michaeljburry going to be a rough Friday for $FOUR"  
[X Link](https://x.com/AlaminosInv/status/2011963002707226735)  2026-01-16T00:45Z [--] followers, [----] engagements


"@michaeljburry Excellent deep dive into $FOUR and $FISV"  
[X Link](https://x.com/AlaminosInv/status/2011972555419111693)  2026-01-16T01:23Z [--] followers, [---] engagements


"@TheHotel2 @such_a_Kevin @Maximus_Holla they are flat"  
[X Link](https://x.com/AlaminosInv/status/2012247485545173117)  2026-01-16T19:36Z [--] followers, [--] engagements


"@revgalerivs @ELIAZARUS @Mr_Derivatives @michaeljburry look at this latest post on substack. he is buying"  
[X Link](https://x.com/AlaminosInv/status/2012338825792573708)  2026-01-17T01:38Z [--] followers, [--] engagements


"@revgalerivs @ELIAZARUS @Mr_Derivatives @michaeljburry If the companies do not go public they will continue to build their respective capital reserves and shrink ERCF funding shortfalls. This means there is not a lot of financial pressure from within the GSEs themselves to move the IPO up on the Presidents agenda"  
[X Link](https://x.com/AlaminosInv/status/2012338888753160419)  2026-01-17T01:39Z [--] followers, [--] engagements


"@tierrapartners would be nice if the US focused on this instead of Greenland"  
[X Link](https://x.com/AlaminosInv/status/2013979686179574057)  2026-01-21T14:19Z [--] followers, [--] engagements


"@CNBC in retaliation to messing with the credit card business"  
[X Link](https://x.com/AlaminosInv/status/2014081684400972156)  2026-01-21T21:04Z [--] followers, [---] engagements


"@KobeissiLetter AI bubble"  
[X Link](https://x.com/AlaminosInv/status/2014349683657789601)  2026-01-22T14:49Z [--] followers, [--] engagements


"@LibertyPath @World_21m According to Thurm's sources the IPO happened two week ago"  
[X Link](https://x.com/AlaminosInv/status/2014489923517047198)  2026-01-23T00:06Z [--] followers, [--] engagements


"@jayandmarie quiet period usually the Q4 call is late feb or early march"  
[X Link](https://x.com/AlaminosInv/status/2014491281951515114)  2026-01-23T00:12Z [--] followers, [--] engagements


"@HCSkrizzle @McNamara_Brief @FannieMae @FreddieMac They have a brand new hammer in their toolbox for combating higher mortgage rates but only if it remains in conservatoship"  
[X Link](https://x.com/AlaminosInv/status/2015405558929478087)  2026-01-25T12:45Z [--] followers, [--] engagements


"@DowdEdward Stimulus from the Feds"  
[X Link](https://x.com/AlaminosInv/status/2015930233065464050)  2026-01-26T23:29Z [--] followers, [--] engagements


"@LabsandBeagles Gonna Fire Jerome Powell "  
[X Link](https://x.com/AlaminosInv/status/2015932715548258606)  2026-01-26T23:39Z [--] followers, [--] engagements


"@World_21m Kevin Warsh + Bill Pulte is a recipe for a jittery bond market and no imminent release"  
[X Link](https://x.com/AlaminosInv/status/2017203876651274571)  2026-01-30T11:50Z [--] followers, [--] engagements


"@royeriksen_ Consider adding mortgage rate sensitive companies to the mix $LDI $BLND $RKT"  
[X Link](https://x.com/AlaminosInv/status/2011071034137448554)  2026-01-13T13:41Z [--] followers, [---] engagements


"@NerdcapK @trackdalf have you looked at $BLND Not customer facing incorporating AI but already lean. Investor has warrants expiring in April at $4.50 three product lines RapidHomeLending RapidRefi RapidHomeEqu set up for big operating leverage in 26/27"  
[X Link](https://x.com/AlaminosInv/status/2011431501225967730)  2026-01-14T13:33Z [--] followers, [---] engagements


"Blend Labs $BLND: una fintech bien situada para aprovechar un ciclo macroeconmico favorable. https://open.substack.com/pub/alaminosinversiones/p/blend-labs-inc-blnd-oportunidad-antes https://open.substack.com/pub/alaminosinversiones/p/blend-labs-inc-blnd-oportunidad-antes"  
[X Link](https://x.com/AlaminosInv/status/2013938523242467798)  2026-01-21T11:35Z [--] followers, [---] engagements


"Blend Labs una oportunidad para el [----] $BLND https://open.substack.com/pub/alaminosinversiones/p/blend-labs-inc-blnd-oportunidad-antes https://open.substack.com/pub/alaminosinversiones/p/blend-labs-inc-blnd-oportunidad-antes"  
[X Link](https://x.com/AlaminosInv/status/2015833417502392569)  2026-01-26T17:05Z [--] followers, [---] engagements


"@TaylorStCap @KprasMD Because the markets see $BLND as a SaaS and treat it more like $ADBE than $RKT. The business fundamentals are still rock solid with strong tailwinds. Doesn't help that CEO isn't giving guidance on CNBC"  
[X Link](https://x.com/AlaminosInv/status/2018714373569622362)  2026-02-03T15:53Z [--] followers, [---] engagements


"Brutal day (and year) for SaaS. $BLND caught up in the SaaSpocalypse The drawdown in S&P [---] Software stocks is now -25.2% from the high . that's worse than last year's plunge https://t.co/Th3DR6DVzO The drawdown in S&P [---] Software stocks is now -25.2% from the high . that's worse than last year's plunge https://t.co/Th3DR6DVzO"  
[X Link](https://x.com/AlaminosInv/status/2018791190922195174)  2026-02-03T20:58Z [--] followers, [---] engagements


"Trump anunci planes para [----] que incluiran algunas de las reformas de vivienda ms agresivas en la historia de EEUU aunque sin detallar el contenido. A da de hoy la probabilidad de impacto positivo para los constructores agrupados en $ITB es moderada"  
[X Link](https://x.com/AlaminosInv/status/2001632378066997395)  2025-12-18T12:35Z [--] followers, [--] engagements


"@NerdcapK @trackdalf When I did a deep dive I really liked $RKT. The three concerns I found were: 1- Current valuation after the recent rise 2- Mr Cooper integration might cause distractions 3- High market cap means institutional investors all in this trade"  
[X Link](https://x.com/AlaminosInv/status/2011428980541546792)  2026-01-14T13:23Z [--] followers, [---] engagements


"@FeroceResearch Mr Cooper integration might drag this quarter"  
[X Link](https://x.com/AlaminosInv/status/2011822319623090312)  2026-01-15T15:26Z [--] followers, [--] engagements


"Interesting chat on US housing affordability you can listen to on their website or app. $ITB $XHB JOIN US TODAY: Can Trump make US housing affordable Bloomberg journalists @sarahsholder @kristoncapps @KatyODonnell_ and @pat_clark answer questions today starting at 10:30 a.m. ET 🎙Join the conversation: https://t.co/tJotXp0pBJ https://t.co/0pNHt4xyxf JOIN US TODAY: Can Trump make US housing affordable Bloomberg journalists @sarahsholder @kristoncapps @KatyODonnell_ and @pat_clark answer questions today starting at 10:30 a.m. ET 🎙Join the conversation: https://t.co/tJotXp0pBJ"  
[X Link](https://x.com/AlaminosInv/status/2014824813307515051)  2026-01-23T22:17Z [--] followers, [---] engagements


"@altcap Applies to $BLND $GWRE and many more"  
[X Link](https://x.com/AlaminosInv/status/2020122001394852169)  2026-02-07T13:06Z [--] followers, [---] engagements


"@business It is a melting ice cube. Buyer beware. $FNMAS"  
[X Link](https://x.com/AlaminosInv/status/2001633605555269850)  2025-12-18T12:40Z [--] followers, [---] engagements


"@NerdcapK @trackdalf They should all fly higher this year with lower mtg rates. What I'm trying to figure out is if there will be a loser in the group and who that might be"  
[X Link](https://x.com/AlaminosInv/status/2011227981256212500)  2026-01-14T00:04Z [--] followers, [---] engagements


"@IMFpubs Rapid Home Refi poised to grow $BLND"  
[X Link](https://x.com/AlaminosInv/status/2011822074944266438)  2026-01-15T15:25Z [--] followers, [---] engagements


"@jonbrooks still a ways to go $BLND $UWMC"  
[X Link](https://x.com/AlaminosInv/status/2015834513591464322)  2026-01-26T17:09Z [--] followers, [---] engagements


"@jonbrooks In [----] they are applying for $60k SUV loans not car loans"  
[X Link](https://x.com/AlaminosInv/status/2016125142032634315)  2026-01-27T12:24Z [--] followers, [---] engagements


"@MagicCompounds @DegenLaneCap @corpcapture @TaylorStCap I believe at the close of the last earnings call they said they might provide updated guidance"  
[X Link](https://x.com/AlaminosInv/status/2018822042624442539)  2026-02-03T23:00Z [--] followers, [--] engagements


"@darioperkins @LabsandBeagles @NickTimiraos Or Are you sure Kevin Warsh is a good Fed pick"  
[X Link](https://x.com/AlaminosInv/status/2019562042949009873)  2026-02-06T00:01Z [--] followers, [--] engagements


"@commonsenseplay @saylor Never even heard of Tom Lee until this tweet"  
[X Link](https://x.com/AlaminosInv/status/2019582092196122756)  2026-02-06T01:21Z [--] followers, [--] engagements


"@rule_of_law_guy If mortgage rates and spreads are important to them then picking Kevin Warsh as the Chair is an odd choice"  
[X Link](https://x.com/AlaminosInv/status/2020278106976645485)  2026-02-07T23:26Z [--] followers, [--] engagements


"Parece que $LAKE empieza a tocar fondo marcando un nuevo mnimo de [--] semanas"  
[X Link](https://x.com/AlaminosInv/status/2000991714367168768)  2025-12-16T18:09Z [--] followers, [--] engagements


"@ConsensusGurus Federal Government intervention in [----] to juice affordability with housing as the central piece. Juicing $ITB"  
[X Link](https://x.com/AlaminosInv/status/2001326499258114134)  2025-12-17T16:19Z [--] followers, [--] engagements


"@mattscottcap terrible results but outlook is good if the Federal Government intervenes as it looks it might $ITB"  
[X Link](https://x.com/AlaminosInv/status/2001328899972911161)  2025-12-17T16:29Z [--] followers, [--] engagements


"@tho58575 Yes he will $ITB"  
[X Link](https://x.com/AlaminosInv/status/2001638794588754031)  2025-12-18T13:00Z [--] followers, [--] engagements


"@JohnDee78791547 Depends on the details but the biggest winner might be $ITB"  
[X Link](https://x.com/AlaminosInv/status/2006429771341643920)  2025-12-31T18:18Z [--] followers, [--] engagements


"Trump usar Davos para hablar de vivienda. Apunta a medidas regulatorias para mejorar la asequibilidad no a un estmulo clsico. Opinin: alta probabilidad de impacto negativo en demanda institucional $BX $INVH $AMH"  
[X Link](https://x.com/AlaminosInv/status/2008972900611871037)  2026-01-07T18:43Z [--] followers, [--] engagements


"@MultiMismanaged Possible Pulte attacks $ITB dividend payouts to shareholders next"  
[X Link](https://x.com/AlaminosInv/status/2011441943532966192)  2026-01-14T14:15Z [--] followers, [---] engagements


"Added to $ITB and $BLND at the close today before the Davos announcements tomorrow"  
[X Link](https://x.com/AlaminosInv/status/2013722539428659482)  2026-01-20T21:17Z [--] followers, [---] engagements


"@SpecialSitsNews Oversold $BLND $GWRE"  
[X Link](https://x.com/AlaminosInv/status/2014068185285222577)  2026-01-21T20:10Z [--] followers, [---] engagements


"@QualityInvest5 He should have shorted $MOH too"  
[X Link](https://x.com/AlaminosInv/status/2019817242024931656)  2026-02-06T16:55Z [--] followers, [---] engagements


"Potential changes coming to $LEN $DHI $PHM $RKT $UWMC etc To that end for Big Builders and in some ways more importantly *the Mortgage Companies they sell loans TO* we are reviewing pricing and terms based on volume performance and individual builders efforts to work collaboratively. To that end for Big Builders and in some ways more importantly *the Mortgage Companies they sell loans TO* we are reviewing pricing and terms based on volume performance and individual builders efforts to work collaboratively"  
[X Link](https://x.com/AlaminosInv/status/2021005401492422859)  2026-02-09T23:36Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing