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# ![@GardinerIsland Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1375116825910988804.png) @GardinerIsland GardinerIslandCapital

GardinerIslandCapital posts on X about $nly, $dx, $agnc, $ritm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1375116825910988804/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375116825910988804/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +12%
- X Year XXXXXXXXX +149%

### Mentions: XX [#](/creator/twitter::1375116825910988804/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375116825910988804/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +2.60%
- X Months XXXXX +14%
- X Year XXXXX +159%

### Followers: XXXXX [#](/creator/twitter::1375116825910988804/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375116825910988804/c:line/m:followers.svg)

- X Week XXXXX +0.40%
- X Month XXXXX +2.10%
- X Months XXXXX +14%
- X Year XXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1375116825910988804/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1375116825910988804/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1375116825910988804/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$nly](/topic/$nly) #3, [$dx](/topic/$dx) #3, [$agnc](/topic/$agnc) #5, [$ritm](/topic/$ritm) #1, [$rkt](/topic/$rkt) #13, [$sbsw](/topic/$sbsw) 1.61%, [money](/topic/money) 1.61%, [$orc](/topic/$orc) #1, [bloomberg](/topic/bloomberg) #247, [all the](/topic/all-the) XXXX%

**Top accounts mentioned or mentioned by**
[@usroute41](/creator/undefined) [@ibladesi](/creator/undefined) [@bigcoveranch](/creator/undefined) [@logicalnumbers](/creator/undefined) [@theglobaltrader](/creator/undefined) [@fentanylsucks](/creator/undefined) [@miinmiami](/creator/undefined) [@acpeters3](/creator/undefined) [@georgemaniereg](/creator/undefined) [@shadetreecap](/creator/undefined) [@philly76fan215](/creator/undefined) [@indianndon](/creator/undefined) [@wardnercnyncap](/creator/undefined) [@carpool_ceo](/creator/undefined) [@thedemocrats](/creator/undefined) [@amadeopanoptes](/creator/undefined) [@drbankrupt](/creator/undefined) [@bolstersleep](/creator/undefined) [@winstonv99](/creator/undefined) [@laziestofdans](/creator/undefined)

**Top assets mentioned**
[Annaly Capital Management, Inc. (NLY)](/topic/$nly) [DxChain (DX)](/topic/$dx) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Orbit Chain (ORC)](/topic/$orc) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Veno Finance (VNO)](/topic/$vno) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [SL Green Realty Corp. (SLG)](/topic/$slg) [Blackstone, Inc. (BX)](/topic/$bx) [Nordek (NRK)](/topic/$nrk) [CENTRAL FD CDA LTD CL A (CEF)](/topic/$cef) [Walrus (WAL)](/topic/$wal) [JPMorgan Chase (JPM)](/topic/$jpm) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Statter Network (STT)](/topic/$stt) [GoldPro Token (GPRO)](/topic/$gpro) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [Remme (REM)](/topic/$rem) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Ally Financial, Inc. (ALLY)](/topic/$ally) [UnitedHealth Group (UNH)](/topic/$unh) [Humana Inc (HUM)](/topic/$hum) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [Basis Cash (BAC)](/topic/$bac) [AutoCrypto (AU2)](/topic/$au) [Newmont Corporation (NEM)](/topic/$nem) [Vonage Holdings Corporation (VG)](/topic/$vg) [BP p.l.c. (BP)](/topic/$bp) [Boston Properties, Inc. (BXP)](/topic/$bxp) [Bitcoin (BTC)](/topic/bitcoin) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Comerica, Inc. (CMA)](/topic/$cma) [Bitcore (BTX)](/topic/$btx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Chart Industries, Inc. (GTLS)](/topic/$gtls) [EQT, Corp. (EQT)](/topic/$eqt) [Cantina Royale (CRT)](/topic/$crt)
### Top Social Posts [#](/creator/twitter::1375116825910988804/posts)
---
Top posts by engagements in the last XX hours

"$ECC $SPMC $OXLC down another 3-4% . these equity CLO players just trade like death with zippo specifc news"  
[X Link](https://x.com/GardinerIsland/status/1980342727100534910) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T18:37Z 3007 followers, 1200 engagements


"crisis ended . The reality is Obamacare is a disaster unaffordable to most Americans & @DNC is trying to extort cash to go to the bottom 1/3 in society who are their constituents which will flow to $HUM $UNH etc with little benefit to overall healthcare"  
[X Link](https://x.com/GardinerIsland/status/1980985999569412470) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T13:14Z 3007 followers, XXX engagements


"$HBDC getting discovered huge volume day for a new ETF focused on niche sector ( BDC debt ) gets you the yield of the sector with good liquidity"  
[X Link](https://x.com/GardinerIsland/status/1950257144047239523) [@GardinerIsland](/creator/x/GardinerIsland) 2025-07-29T18:08Z 2998 followers, XXX engagements


"$HBDC closes at new highs . This is your ETF that owns BDC debt only ( and no Baby Bonds ) . Its your way to own sector and have better liquidity"  
[X Link](https://x.com/GardinerIsland/status/1959006629065617738) [@GardinerIsland](/creator/x/GardinerIsland) 2025-08-22T21:35Z 2998 followers, XXX engagements


"Fitch Wire: US BDC Robust Unsecured Debt Issuance Reduces Funding Liquidity Risk no wonder $HBDC at new highs and big volume today"  
[X Link](https://x.com/GardinerIsland/status/1966189253035176156) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-11T17:17Z 2998 followers, XXX engagements


"alot of screaming angry folks this morning who reflexively sold their $RITM at $XX yesterday feeling brilliant reactive traders now frantically paying $XXXXX to buy it back 🤣🤣🤣🤣 Some bears on the deal pointed out that $RITM had to outbid $SLG and $VNO and $BX to buy $PGRE"  
[X Link](https://x.com/GardinerIsland/status/1968313057425375332) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-17T13:56Z 2998 followers, XXX engagements


"shoulda woulda coulda stayed long $ITA $PPA . took small profits and ran world is getting more violent by the day ; Defense contractors almost a lock"  
[X Link](https://x.com/GardinerIsland/status/1971242299582771553) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-25T15:56Z 2998 followers, XXX engagements


"reading a $BAC research piece dedicated to closed end funds they overwhelmingly see muni CEF as the best buy in sector within NY muni CEF out of X they follow they have X as BUYs right now $VTN $NRK $NAN are the ones they love most also the only ones i own"  
[X Link](https://x.com/GardinerIsland/status/1972658792488722668) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-29T13:44Z 2999 followers, XXX engagements


"man $UMH just been beaten to shit . new 18mo low today divvvy yield now 6+% Street loves them with $XX 3/4 PT vs $XXXXX close"  
[X Link](https://x.com/GardinerIsland/status/1972755651349901315) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-29T20:09Z 2997 followers, XXX engagements


"$VTN $NRK $NAN charging ahead again even with UST red . muni CEF cheap "  
[X Link](https://x.com/GardinerIsland/status/1973111380552077542) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-30T19:43Z 2999 followers, XXX engagements


"P&L coming back chicken shit me did add a slice of $SBSW not far above the lows as platinum went green and some $HQL just now from down 100bps to down 45bps"  
[X Link](https://x.com/GardinerIsland/status/1973800922850701670) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-02T17:23Z 2995 followers, XXX engagements


"$RITM prices a new $845mln resi real estate deal NRZT 2025 NQMS RMBS"  
[X Link](https://x.com/GardinerIsland/status/1975592065279897920) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-07T16:00Z 2998 followers, XXX engagements


"silver is green 225bps palladium is green 150bps platinum and gold red 50bps $SBSW down X% $AU down X% $WDOFF down X% $NEM down X% the algo sell reaction in miners to slight giveback in the commodities just incredible Rhodium at $7200/lb 1mo high"  
[X Link](https://x.com/GardinerIsland/status/1976307811622752631) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-09T15:24Z 2998 followers, XXX engagements


"Venture Global Inc.(NYSE: $VG ) shares are tumbling premarket on Friday after a wholly-owned subsidiary ofBP p.l.c.(NYSE:BP) won anarbitrationagainst the company over its failure to supply liquefied natural gas. -XX% now $BP seeking over $1bln in damages"  
[X Link](https://x.com/GardinerIsland/status/1976653455528968352) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-10T14:18Z 3003 followers, XXX engagements


"$SBSW still under recent high despite platinum and palladium at new long term highs $XX before $XX 1/2 easy"  
[X Link](https://x.com/GardinerIsland/status/1977758927786754355) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T15:30Z 2998 followers, XXX engagements


"UST not trading today however $TLT off 61bps $IEI off 1bps $MTBA green 10bps curve steeper and mbs tighter"  
[X Link](https://x.com/GardinerIsland/status/1977762887910256954) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T15:46Z 2995 followers, XXX engagements


"French 10yr currently at +17bps in yield vs Greek 10yr which is widest spread history Greek 10yr Baa3 by Moodys French 10yr AA3 by Moodys Moodys is cutting France an absurd amount of slack"  
[X Link](https://x.com/GardinerIsland/status/1977796251774071051) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T17:59Z 2999 followers, XXX engagements


"Office Real Estate Stocks Climb as $VNO $BXP Get Buy Nods Bloombergs float market-cap-weighted USoffice REIT Indexrose as much as XXX% the most intraday since Sept. XX after Ladenburg ThalmannsFloris van Dijkuminitiated top members Vornado and BXP with buy ratings"  
[X Link](https://x.com/GardinerIsland/status/1977800693533511861) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T18:16Z 3001 followers, XXX engagements


"Vornado which accounts for XX% of the index added as much as 2.3%; BXP which accounts for XX% advanced as much as XXX% Maybe $RITM is going to look brilliant buying $PGRE"  
[X Link](https://x.com/GardinerIsland/status/1977800695677128944) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T18:16Z 3001 followers, XXX engagements


"$CEF closes at $XX . BITCHEZ "  
[X Link](https://x.com/GardinerIsland/status/1977844202353402160) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T21:09Z 2997 followers, XXX engagements


"$NML at biggest discount to NAV in X months ( 10+% ) $CEF should be green . shoulda woulda coulda nabbed some $SBSW at $XXXXX at open looks like all those silly algos new to mREITs finally figuring out they should be swapping $NLY and $AGNC for $DX til cows come home"  
[X Link](https://x.com/GardinerIsland/status/1978104702622380113) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T14:24Z 2997 followers, XXX engagements


"@BalkusLance well i'm quite long $RITM who is buying $PGRE . funny you mention $UMH as i discuss that one frequently with @Shadetreecap . neither of us can grasp why its doing so shitty seems crazy cheap"  
[X Link](https://x.com/GardinerIsland/status/1978149813687357690) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T17:24Z 2997 followers, XX engagements


"whenever i'm look at $EMO ( buy or sell ) i always think of Brian Eno. guy has to be one of the most prolific song writers in the business . like 1600 songs "  
[X Link](https://x.com/GardinerIsland/status/1978165089690653042) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T18:24Z 2997 followers, XXX engagements


"@BolsterSleep you'll find same with $NML $KYN and others . its usually the interest on the leverage getting included"  
[X Link](https://x.com/GardinerIsland/status/1978188859994247335) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T19:59Z 3003 followers, XX engagements


"@BolsterSleep $NML $EMO $KYN all outperformed $AMLP over last XX weeks despite it having expense ratio 0f XXXX% "  
[X Link](https://x.com/GardinerIsland/status/1978190277836742953) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T20:04Z 3003 followers, XXX engagements


"Didnt they just crush $RITM for buying $PGRE at the bottom"  
[X Link](https://x.com/GardinerIsland/status/1978380012664348728) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T08:38Z 2998 followers, XXX engagements


"algos have so much retail money pouring in and tech stocks are so obscenely rich that they finally have decided they have to buy MLP CEF shipping stox and $RITM . they also rummaging around in the #DumpsterDiver holdings to see what else is still 'cheap'"  
[X Link](https://x.com/GardinerIsland/status/1978462386051743986) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T14:06Z 2998 followers, XXX engagements


"be rest assured those ' Billionaires Next Door ' like @LogicalNumbers & @GeorgeManiereg will struggle to maintain lifestyles as TBills hit X% soon"  
[X Link](https://x.com/GardinerIsland/status/1978469567908511857) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T14:34Z 2995 followers, XXX engagements


"unrealized gains for the record Bloomberg shows spreads went from +125 to +105 / 10yr in Q3 . i would hope the $NLY $AGNC $DX crowd got a bunch more BV gain than this"  
[X Link](https://x.com/GardinerIsland/status/1978822389132619989) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T13:56Z 2997 followers, XXX engagements


"@WinstonV99 coal players are like BitCoin annd biotech gamblers anything with a dividend is avoided . looking for those daily X% movers"  
[X Link](https://x.com/GardinerIsland/status/1978833558673227793) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T14:40Z 2995 followers, XX engagements


"i want to say $WDOFF hits $XX before $SBSW but its going to be a horse race"  
[X Link](https://x.com/GardinerIsland/status/1978833717670928498) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T14:41Z 3001 followers, XXX engagements


"Shares of$ZIONsank as much as X% after it disclosed a $XX million charge-off for a loan underwritten by its wholly-owned subsidiary California Bank & Trust. And$WALtumbled as much as XX% after it said its dealing with a borrower that failed to provide collateral"  
[X Link](https://x.com/GardinerIsland/status/1978862759342153743) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T16:37Z 2995 followers, XXX engagements


"from +60bps on day to flat . can you regional banks please upgrade your credit & underwriting departments"  
[X Link](https://x.com/GardinerIsland/status/1978871308092862931) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T17:11Z 2995 followers, XXX engagements


"@LaziestofDans @MotherCabriniNY so not only did $WAL have a huge loss with a single borrower they apparently gave money to before he posted collateral against they also have First Brands exposure how does anybody own this bank"  
[X Link](https://x.com/GardinerIsland/status/1978899298306920706) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T19:02Z 3001 followers, XXX engagements


"wow. $BTX was X% disco to NAV in July . today XX% disco to NAV did just slash divvy XX% . still a X 5/8% yield semissoftwareinternetcomputers telcom = XX% of holdings its biggie holding at XX% is $NVDA"  
[X Link](https://x.com/GardinerIsland/status/1978922640044626082) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T20:34Z 3001 followers, XXX engagements


"friggin AUM jumped XX% YoY and management fees up XX% YoY CEO must feel like Nierenberg at $RITM as they pummel his stock anyway"  
[X Link](https://x.com/GardinerIsland/status/1979187005163458702) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-17T14:05Z 2998 followers, XXX engagements


"$JEF up 6+% . clearly panic about First Brands has eased some"  
[X Link](https://x.com/GardinerIsland/status/1979191867502686606) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-17T14:24Z 2995 followers, XXX engagements


"the blocks getting dumped are people who don't understand mREITs ( which i believe is most of the algos / HF's who play in space ) your big number every Q is what did BV do look at $ORC who grew BV X% in Q3 for comparison"  
[X Link](https://x.com/GardinerIsland/status/1980271409655128101) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T13:54Z 3005 followers, XXX engagements


"#ChiComs laughing their asses off at all the gold tonnage they waved in $XXX cheaper on Friday as USA algos and retail liquidated everything now they frantically buying back over $4300"  
[X Link](https://x.com/GardinerIsland/status/1980276127915495906) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:13Z 3000 followers, XXX engagements


"lots of shock headlines on S&P downgrade of French debt . only an idiot would be shocked given markets had it priced to worse than Greek debt for many months .supposedly losing X of its X AA ratings will create some forced selling"  
[X Link](https://x.com/GardinerIsland/status/1980281863957606895) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:36Z 3001 followers, XXX engagements


"CIO at $DX asked by Bose George where spreads are relative to their divvy yield Yeah. Good morning Bose it's TJ. The ROEs in Agency RMBS remain in the high-teens net of hedging costs and really you can get to close in the mid-20s on a large percentage of the coupon stack"  
[X Link](https://x.com/GardinerIsland/status/1980298995395346572) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T15:44Z 3003 followers, XXX engagements


"@USRoute41 there will be another bank that starts coughing up blood and when it happens deposit money will fly out of all but maybe $JPM . thats the issue ; guilt by association of simply being a bank the ' never only one cockroach ' effect"  
[X Link](https://x.com/GardinerIsland/status/1980322580751118824) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T17:17Z 3003 followers, XX engagements


"@Shadetreecap you got me was looking at close"  
[X Link](https://x.com/GardinerIsland/status/1980322685545771215) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T17:18Z 2997 followers, XX engagements


"trades done today . sold some $GTLS and some small pieces of the mREIT pfds i own to buy some $GNT and some $TYG green 100bps on day but still didn't recover all of Friday loss"  
[X Link](https://x.com/GardinerIsland/status/1980370689627725947) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T20:29Z 3001 followers, XXX engagements


"@business i wonder if these property owners desperate for cash sold precious metals they might own to raise cash"  
[X Link](https://x.com/GardinerIsland/status/1980686026889650536) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T17:22Z 3001 followers, XXX engagements


"check out $BGH price vs NAV history since issue its averaged X% disco to NAV in April it was at XX% disco today just X months later X% PREMIUM #YieldChaseOnSteroids"  
[X Link](https://x.com/GardinerIsland/status/1965813026608890301) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-10T16:22Z 3008 followers, XXX engagements


"$EQT CEO just now on @CNBC : " the most expensive January natural gas price anywhere in the world currently is in New York and the grester Boston area " ITS WHAT HAPPENS WHEN YOU LET @TheDemocrats RUN YOUR ENERGY POLICIES .@GovKathyHochul IS A COMPLETE MORON"  
[X Link](https://x.com/GardinerIsland/status/1981099669267894550) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T20:45Z 3007 followers, XXX engagements


"doing deep dives into some of the energy trusts. no bargains $SJT : is it me or for all that CAPEX and zero divvies all i see is a bump of maybe 350000 - 400000 MMBtu of gas each month $CRT posted a nice divvy but it relied on $67+ sale price on oil and we know thats"  
[X Link](https://x.com/GardinerIsland/status/1981114723883216900) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T21:45Z 3007 followers, XXX engagements


"dropping hard in coming months $SBR yield both looking back and looking forward is quite low but they are the queen of the space . at least they are gas heavy $PBT now entering its second year of 1+% yield . the true believers see a future gusher of cash from Capex"  
[X Link](https://x.com/GardinerIsland/status/1981114725913284967) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T21:45Z 3007 followers, XXX engagements


"Rithm Capital files for possible offering of $750mln common shares via BofA Securities Barclays BTIG Citigroup Global Markets JPMorgan Nomura Raymond James & Associates RBC Capital Markets Wells Fargo Securities"  
[X Link](https://x.com/GardinerIsland/status/1973487363272876414) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-01T20:37Z 3007 followers, 6296 engagements


"unless $RITM really was selling millions of shares below BV in the last 1-2 weeks its so oversold its beyond belief . even $RKT up today"  
[X Link](https://x.com/GardinerIsland/status/1975922518184640792) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-08T13:53Z 3007 followers, 1481 engagements


"First Brands Group LLC Exposure Impacting Jefferies Western Alliance Bancorp and Cantor Fitzgerald The impact of First Brands Group LLC's bankruptcy filing is steadily growing withWestern Alliance Bancorporationtelling Bloomberg its exposure runs through "multiple secured"  
[X Link](https://x.com/GardinerIsland/status/1976004267845747133) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-08T19:18Z 3007 followers, 1017 engagements


"welp my XXX% loss for the last X days of last week now down to a XXX% loss . KBW last week reiterated HOLD on $TWO with an $XX PT . the only GSE name with significant disco to BV but alot of hair with lawsuit hit . if they earned that divvy ( just cut )"  
[X Link](https://x.com/GardinerIsland/status/1977758186808512855) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T15:27Z 3005 followers, XXX engagements


"it definitely can rally .$RITM still smoldering $RKT flay $BETR down 8+% . i suspect alot of algos are trading this relationship mortgage meme stock $LDI down 9+% after classsic pump "  
[X Link](https://x.com/GardinerIsland/status/1977758188674920451) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T15:27Z 3007 followers, XXX engagements


"$EMO warrants expired About 1.8mln shares to be issued at $XXXXX on or about 10/17/25 . It closed at $XXXXX on Friday"  
[X Link](https://x.com/GardinerIsland/status/1977760179467833662) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T15:35Z 3007 followers, XXX engagements


"yep. folks saw that XX% disco in $KYN and waved it in"  
[X Link](https://x.com/GardinerIsland/status/1977773517002207468) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T16:28Z 3007 followers, XXX engagements


"sold some $SRV and $SHV to buy $HQL and $WDOFF"  
[X Link](https://x.com/GardinerIsland/status/1977829716133597417) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T20:12Z 3007 followers, XXX engagements


"a little insider buying at $EMO Chris Eades ( PM for $EMO manager Clearbridge ) bought 14384 shares . his first shares of $EMO and Board Member Robert Agdern bought XXX shares ( he owned like 1000 already )"  
[X Link](https://x.com/GardinerIsland/status/1978176747938947260) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T19:11Z 3005 followers, XXX engagements


"as Powell rallies UST with his suddenly lovey dovey rate cut talk and 10yr at X% $BETR $RKT $UWMC $LDI getting stiffies $DX will go green still too cheap vs $AGNC $NLY $TWO posts results October XX . Street consensus is XX cents which would be best Q since 2022"  
[X Link](https://x.com/GardinerIsland/status/1978464571741348156) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T14:14Z 3007 followers, XXX engagements


"$FHN just put up best EPS Q in 3yrs on highest revs ever but then CEO said they were open to buying another bank and trap door opened under the stock"  
[X Link](https://x.com/GardinerIsland/status/1978530188775358801) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T18:35Z 3007 followers, XXX engagements


"$DB the only bank on my screens that is green was clearly everybody's favorite short "  
[X Link](https://x.com/GardinerIsland/status/1978908299106918879) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T19:37Z 3006 followers, XXX engagements


"@iBladesi stock premium is nothing compared to $NLY and $AGNC .even $ORC at premium now"  
[X Link](https://x.com/GardinerIsland/status/1980266151696327165) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T13:33Z 3007 followers, XXX engagements


"$DX closed Friday at XX% premium to Q2 BV its now at X% premium to Q3 BV on headline that says adjusted EPS miss ( by the way GAAP net income income of $XXXX is the highest since Q1 2022 when $DX was at $XX ) adjusted EPS only missed because $DX issued 20+mln new shares"  
[X Link](https://x.com/GardinerIsland/status/1980268301038047456) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T13:42Z 3007 followers, XXX engagements


"the issue is this : Bloomberg has headline suggesting huge adjusted EPS hit ( XX cents vs XX cents expected ) but $DX issued over 20mln new shares in Q3 ( XX% increase ) and obviously those 20+mln did not get a full XX days of interest income thus the adjusted EPS miss"  
[X Link](https://x.com/GardinerIsland/status/1980271407532810470) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T13:54Z 3006 followers, XXX engagements


"$JPM raises $NLY PT to $XX . that would be a XX% premium to Q2 bv . the average PT for $AGNC for analysts who have issued a PT in October is $XX 3/8 TBV of $AGNC at Q2 was XXXX . thats a XX% premium to BV"  
[X Link](https://x.com/GardinerIsland/status/1980273078992007416) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:01Z 3006 followers, XXX engagements


"yes $TWO is far cheaper on a price to BV than $DX but its recent history losing that lawsuit and taking a huge hit to BV in process is a huge red flag . i like its portfolio design ( GSE plus MSRs ) and i have a X% position in it but i need to get more data"  
[X Link](https://x.com/GardinerIsland/status/1980278978918195652) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:24Z 3005 followers, XXX engagements


"$HYG green more than $IEI so junk credit OK . 3mo SOFR now X 7/8% PAR GSE spread at +102/10yr is 1+bps wider on day 2-10yr curve over 2bps flatter on day at +53 Dec Fed Funds at XXXX% Jan Fed Funds at XXXX% October XX Fed Funds at XXXX% Jan 2027 FF at X 7/8%"  
[X Link](https://x.com/GardinerIsland/status/1980280922193760319) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:32Z 3007 followers, XXX engagements


"$GNRC straight up $XX in last X weeks must be a biggy hurricane on horizon "  
[X Link](https://x.com/GardinerIsland/status/1980291830920233325) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T15:15Z 3006 followers, XXX engagements


"@acpeters3 X 7/8% YTM on $EFC-B X 5/8% YTM on $RITM-D"  
[X Link](https://x.com/GardinerIsland/status/1980332268335034652) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T17:56Z 3006 followers, XXX engagements


"YoY $GDX is up XX% $ASA is up 125%"  
[X Link](https://x.com/GardinerIsland/status/1980380965315944788) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T21:09Z 3005 followers, XXX engagements


"were fraud and shitty underwriting by folks too hungry to make loans . Arguably you can say there is too much money chasing too few good ideas . Regional banks need to merge / get acquired by bigger banks"  
[X Link](https://x.com/GardinerIsland/status/1980640316278587557) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T14:20Z 3007 followers, XXX engagements


"$GULTU : biggest holder was this guy Neil Subin who dumped all 33mln shares he owned in late November biggest holder now is Montex Highlander with 31mln shares . $GULTU is their only holding i think thats #TheLaunderyKing's accumulation vehicle stock hit X cents today"  
[X Link](https://x.com/GardinerIsland/status/1874923996598452598) [@GardinerIsland](/creator/x/GardinerIsland) 2025-01-02T21:01Z 3009 followers, 1466 engagements


"$VNO $SLG are almost all NY office have you looked at their stock rebound in last 2-3yrs you think everybody bidding them up a few hundred % are idiots hate San Fran but this bazillion dollars into AI has"  
[X Link](https://x.com/GardinerIsland/status/1968705297846845448) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-18T15:54Z 3007 followers, 1004 engagements


"all the big chemicals makers getting bonecrushed under assumption China will all but cut them off in looming trade war all down 5-7% this may be the straw that breaks the $LYB dividend at last"  
[X Link](https://x.com/GardinerIsland/status/1976729937878065440) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-10T19:21Z 3009 followers, XXX engagements


"only algos can decide to sell $STT and buy $ZION and $WAL today"  
[X Link](https://x.com/GardinerIsland/status/1979192683219296557) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-17T14:28Z 3009 followers, XXX engagements


"Friday beat down in gold gone . $4350 mew alltime high guys frantically buying it at $4350 after selling it Friday at $4200"  
[X Link](https://x.com/GardinerIsland/status/1980292459927335013) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T15:18Z 3009 followers, XXX engagements


"the problem is alot of companies and people keep alot more than $250000 in their bank accounts because they need to write alot of checks for their business or even themselves or they buy term CD .and if / when system starts melting down they pull that money and"  
[X Link](https://x.com/GardinerIsland/status/1980318269455380537) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T17:00Z 3008 followers, 1254 engagements


"$GS CEO David Solomon said a string of losses at regional banks tied to alleged fraud were isolated incidents but should be viewed as a reminder to be vigilant about underwriting standards. this is my point from last week. Credit isn't having problems in general these losses"  
[X Link](https://x.com/GardinerIsland/status/1980640314009559233) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T14:20Z 3009 followers, XXX engagements


"$UUP ( the USD ) at lod . if it goes negative you might just see gold & PM's bounce some like i keep saying over last few weeks no commodity goes straight up endlessly this sell off very typical happening off alltime highs #EscalatorUpElevatorDown"  
[X Link](https://x.com/GardinerIsland/status/1980668545462641105) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T16:12Z 3008 followers, XXX engagements


"you knew it was coming . Bloomberg pushing hard for #CommieMamdani by claiming a new millionaire tax will raise billions and nobody will leave . meanwhile home prices in Palm Beach are up 300-500% in last 10yrs as wealthy NYers fled "  
[X Link](https://x.com/GardinerIsland/status/1980683690943606831) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T17:12Z 3009 followers, 1098 engagements


"$SJT down XX% from its peak a month ago . never understood why it rallied so hard in first place still going to be a long time before any divvy gets paid"  
[X Link](https://x.com/GardinerIsland/status/1937541100601823327) [@GardinerIsland](/creator/x/GardinerIsland) 2025-06-24T15:59Z 3009 followers, XXX engagements


"$NLY $AGNC green $DX flat too cheap to stay down "  
[X Link](https://x.com/GardinerIsland/status/1971239381106311174) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-25T15:44Z 3009 followers, XXX engagements


"chemicals getting a stiffy today $DD $LYB $DOW $WLK all up 3-4% . feels like the algos getting more serious about finding new things to rotate into"  
[X Link](https://x.com/GardinerIsland/status/1971653034364264567) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-26T19:08Z 3009 followers, XXX engagements


"buy $DX vs sell $AGNC $NLY til cows come home same assets $RITM a different story . people scared as to how many shares MN might sell via ATM . wildly cheap in terms of discount to BV already though "  
[X Link](https://x.com/GardinerIsland/status/1973112482014101869) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-30T19:47Z 3009 followers, XXX engagements


"you can delete $COOP from your watchlists swallowed up by $RKT"  
[X Link](https://x.com/GardinerIsland/status/1973458106689667335) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-01T18:40Z 3009 followers, XXX engagements


"$DX up X% in last X trading days . who told ya crazy cheap under $XX 1/2 . still a buy up to $XX given with spreads so much tighter BV estimates are now up around $XXXX to $XX 5/8 and $NLY $AGNC up in double digit premiums and capped"  
[X Link](https://x.com/GardinerIsland/status/1973743543136215219) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-02T13:35Z 3009 followers, XXX engagements


"$TYG dropping below its XX week average discount to NAV ( XX% now deepest in X months ) was the buy signal . did i mention there are whispers $DX BV might be $XX 3/4 if so its give away cheap vs $NLY and $AGNC"  
[X Link](https://x.com/GardinerIsland/status/1974105509054779452) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-03T13:33Z 3009 followers, XXX engagements


"why $NML red when rest of MLP CEF solidly green probably some retail schmo needs cash to buy $GPRO $SNAP and $SHOP dumped 25000 $NML 'at the market'"  
[X Link](https://x.com/GardinerIsland/status/1974135506679296191) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-03T15:32Z 3009 followers, XXX engagements


"$NLY announced on Wednesday afternoon that it reached an agreement with$PFSI .to buy a portfolio ofmortgage servicing rights(MSRs) while leavingPennyMacto manage the loans. The deal includes a subservicing agreement and a master purchase agreement under which PennyMac will"  
[X Link](https://x.com/GardinerIsland/status/1974148310421402017) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-03T16:23Z 3009 followers, XXX engagements


"GSE mREITs the only sector green in REITs $NLY +30bps $AGNC +50bps $DX green 100bps $ARR green 155bps $ORC and $TWO flat $REM green 5bps"  
[X Link](https://x.com/GardinerIsland/status/1975567338515857836) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-07T14:22Z 3009 followers, XXX engagements


"the three top GSE mREIT Street ratings $AGNC X BUY/6 HOLD/avg PT $XXXX vs $XXXX $NLY X BUY/5 HOLD/avg PT XXXXX vs $XXXXX $DX X BUY2 HOLD /avg PT $XXXXX vs $12.81"  
[X Link](https://x.com/GardinerIsland/status/1975570085889933718) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-07T14:33Z 3009 followers, XXX engagements


"KBW analyst Bose George raised the firm's price target on $NLY to $XXXXX from $XXXXX and keeps an Outperform rating on the shares i wonder what current $NLY BV assumption Bose has for them . $XXXXX would be a XX% premium to Q2 BV. $AGNC closed today at XX% premium to Q2 TBV"  
[X Link](https://x.com/GardinerIsland/status/1975665996703879632) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-07T20:54Z 3009 followers, XXX engagements


"doing a little ' sell $NLY / buy $RITM swap ' . spread at widest in 2yrs"  
[X Link](https://x.com/GardinerIsland/status/1976282599590093055) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-09T13:44Z 3009 followers, XXX engagements


"not sure why markets are whacking $NLY much harder than $AGNC as $NLY is vastly cheaper in terms of premium to BV"  
[X Link](https://x.com/GardinerIsland/status/1976732181948252532) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-10T19:30Z 3009 followers, XXX engagements


"my big exporters / safety stocks watchlist XXX% red today $PG $CLX $CL $KHC $KO $KMB $GIS $PEP $KVUE $WM"  
[X Link](https://x.com/GardinerIsland/status/1977776560351699203) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T16:40Z 3009 followers, XXX engagements


"@LunatekFringe @carpool_ceo i want $LYB to slash divvy XX% and be able to buy in $XX as retail shits the bed and dumps it"  
[X Link](https://x.com/GardinerIsland/status/1977888905698427344) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T00:07Z 3009 followers, XXX engagements


"$GM takes $1.6bn charge to scale back electric vehicle production - Bloomberg gee who could have told ya that libtard pipe dream would end in tears . as is we don't have enough power for all the data centers getting built let alone 200mln more EV's plugged into grid"  
[X Link](https://x.com/GardinerIsland/status/1978114713826304228) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T15:04Z 3009 followers, XXX engagements


"$PFSI : mortgage lender and MSR play trading at XX% premium to BV / 11x multiple $ONIT: mortgage lender and MSR play trading at XX% discount to BV / 3.6x multiple $PFSI should buy $ONIT as it would be highly accretive to BV at say $45"  
[X Link](https://x.com/GardinerIsland/status/1978160694152355840) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T18:07Z 3009 followers, XXX engagements


"algos don't give a shit about fundies many days and i think today the algos looked at $AMLP at alltime cheap vs $QQQ and said buy Buy BUY MLPs. 10yr at X% is going to start getting retail into yield search mode"  
[X Link](https://x.com/GardinerIsland/status/1978469566016582007) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T14:34Z 3009 followers, XXX engagements


"$UBS out banging the tub for $ET with $XX PT Scotia Bank out earlier in week at $XX $Barclays says $XX $ET gets XX BUY recs and X HOLD rec with average PT of $XX 3/8 vs current price of $XX 7/8 i doubt i have ever seen $ET trade this cheap to Street PT"  
[X Link](https://x.com/GardinerIsland/status/1978478632478654847) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T15:10Z 3009 followers, XXX engagements


"trades done today sold NLY pfd G sold some $ASGI vs bot $MEGI ( own lots of both ) added small size $ARLP and $GNT"  
[X Link](https://x.com/GardinerIsland/status/1978582989769458159) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T22:05Z 3009 followers, XXX engagements


"PAR GSE 1bp tighter at +101/10yr . we have really settled in here in the +100 to +105 area over last XX days a steeper curve ( that i suspect is coming ) plus no credit risk in GSE should push us into 90's by YE my guess"  
[X Link](https://x.com/GardinerIsland/status/1978818880786055494) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T13:42Z 3009 followers, XXX engagements


"$IYR green 50bps $REM red 50bps mortgage REITs hated today within REIT sector"  
[X Link](https://x.com/GardinerIsland/status/1978858431059468539) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T16:19Z 3009 followers, XXX engagements


"whoa . da fuq going on at $AIV apartment REIT down 30%"  
[X Link](https://x.com/GardinerIsland/status/1978910186686300607) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T19:45Z 3009 followers, XXX engagements


"$STT : alltime record EPS revenues and assets and they kill it"  
[X Link](https://x.com/GardinerIsland/status/1979180184520552746) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-17T13:38Z 3009 followers, XXX engagements


"uranium sector also getting slammed 9-10% virtually everything in metals/minerals getting sold to take profits and things like subprime auto lender $ALLY as well as regional & small banks solidly green"  
[X Link](https://x.com/GardinerIsland/status/1979207361983062218) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-17T15:26Z 3009 followers, XXX engagements


"talking with a hedgie friend who is long $DX . he's whining about the 20mln shares sold probably under BV yes thats not a positive on surface as it dilutes BV and hurts EPS in the quarter . HOWEVER avg daily volume a year ago was 1.5mln shares per day"  
[X Link](https://x.com/GardinerIsland/status/1980277945999438281) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:20Z 3009 followers, XXX engagements


"2025 volume is now 3.9mln shares daily mkt cap now $1.7bln liquidity in $DX much better and alot of the big boys begin to own $DX given miles cheaper than $NLY $AGNC"  
[X Link](https://x.com/GardinerIsland/status/1980277948969370062) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:20Z 3009 followers, XXX engagements


"before i can REALLY like it $BETR to the moon today as folks make bet its going to drive $RKT and $UWMC out of biz"  
[X Link](https://x.com/GardinerIsland/status/1980278980491026584) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T14:24Z 3009 followers, 1490 engagements


"$GLD goes thru $XXX first time ever"  
[X Link](https://x.com/GardinerIsland/status/1980319923986698506) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-20T17:07Z 3009 followers, XXX engagements


"GSE spreads are 1bp tighter on day at +100/10yr entire UST curve from TBills out to 10yrs at new long term low yields the huge pop in $CLF yesterday all gone . so are they claiming rare earths are plunging too $AREC too "  
[X Link](https://x.com/GardinerIsland/status/1980649168726294890) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-21T14:55Z 3009 followers, XXX engagements


"unable to source any palladium from any dealer as prices fell yesterday @iBladesi camps out at the Palm Beach grocery store hoping a few old ladies want to sell their rings"  
[X Link](https://x.com/GardinerIsland/status/1980996060094107973) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T13:54Z 3009 followers, XXX engagements


"@USRoute41 @ZohranKMamdani the Commie will win by a landslide screaming he has a mandate to destroy capitalism without even XX% of the vote"  
[X Link](https://x.com/GardinerIsland/status/1981079580208206067) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T19:25Z 3009 followers, XX engagements


"with all due respect this analysis is really wrong need proof Look at $ALLY today hitting new XX week highs and just about 3yr highs Tricolor was a scam. It was the place to go if you were an illegal or criminal looking to buy a car . They made huge amount of loans"  
[X Link](https://x.com/GardinerIsland/status/1968334490125689000) [@GardinerIsland](/creator/x/GardinerIsland) 2025-09-17T15:21Z 3008 followers, XXX engagements


"The Florida Mafia is holding off buying up more $ONIT shares . let it slow bleed lower before they grab more its probably @theglobaltrader & @daveymac62 . they'll resell it at $XX to $RKT no doubt"  
[X Link](https://x.com/GardinerIsland/status/1973750582591836465) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-02T14:03Z 3009 followers, 1039 engagements


"$BTU up XXX% since April low . $ARLP is basically flat from the same day "  
[X Link](https://x.com/GardinerIsland/status/1977775459887886682) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-13T16:36Z 3009 followers, XXX engagements


"DUMPSTER DIVERS IN CHARGE $ORC now at $XXXX is like a 3mo high and a premium to Q2 BV"  
[X Link](https://x.com/GardinerIsland/status/1978169586911485995) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T18:42Z 3008 followers, XXX engagements


"BDC and asset managers up YUGE today $KKR $ARES $APO +5% $BX $BLK +4% $MC $CG +3%"  
[X Link](https://x.com/GardinerIsland/status/1978179797919338790) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-14T19:23Z 3008 followers, XXX engagements


"big banks ( $KBWB ) green 10bps regional banks ( $KRE ) thumped -270bps"  
[X Link](https://x.com/GardinerIsland/status/1978523567978406358) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-15T18:09Z 3008 followers, XXX engagements


"$ORC becomes first out with Q3 results ( estimated but its XX% accurate ) BV only increased from XXXX to XXXX after all the massive tightening in Q3 ughs so $ORC is at BV now GAAP net income of $XXXX vs $XXXX dividend but $XXXX of that income was realized and"  
[X Link](https://x.com/GardinerIsland/status/1978822387194839353) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-16T13:56Z 3008 followers, XXX engagements


"At end of day @TheDemocrats are attempting to extort $XXX trillion in more spending beyond a budget they just recently voted to support . They are demanding $XXX trillion in more emergency Obamacare spending that was approved during COVID and was agreed to be ended as"  
[X Link](https://x.com/GardinerIsland/status/1980985996918522034) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T13:14Z 3007 followers, XXX engagements


"GSE mREIT CEO see this and no longer do secondaries . just do ATM and leak shares out which lgos don't care about fucking $ORC at X% premium to new BV $DX at same premium to BV this is just INSANE"  
[X Link](https://x.com/GardinerIsland/status/1980998212090753345) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T14:02Z 3008 followers, XXX engagements


"$NXG apperars to be down because its top X holdings ( $VSTR down XXX% $CEG down XXX% ) make up XX% of the CEF but everything else looks green or slightly red"  
[X Link](https://x.com/GardinerIsland/status/1981042100733960479) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T16:56Z 3007 followers, XXX engagements


"'GE Vernova CEO says he's talking with OpenAI's Sam Altman as power remains critical for AI growth' - CNBC CEO : " I am the captain now give me all your ill gotten AI money or no power for you ""  
[X Link](https://x.com/GardinerIsland/status/1981042800889041051) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T16:59Z 3008 followers, XXX engagements


"happening today : alot of high flyers are getting sold across sectors $LEU down $XX ( over XX% ) on zero news $SPOT down X% $GPRO up XX% algos delevering selling winners and covering shorts are $WGO results really worth a XX% rally"  
[X Link](https://x.com/GardinerIsland/status/1981046295537099083) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T17:13Z 3007 followers, XXX engagements


"$NLY BV up just XXX% in Q3 so at XX% premium to BV currently EAD XX cents vs XX cent divvy weak BV number rest of numbers OK . cheaper than $AGNC if you are going to buy one of the Big Two but why buy either when you can buy $DX massively cheaper & higher yield"  
[X Link](https://x.com/GardinerIsland/status/1981097624506945953) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T20:37Z 3007 followers, XXX engagements


"@doctorslernon its total return since its first dividend is -XX% in 2010 ( with divvies reinvested ) in comparison $DX ( also a GSE mREIT ) total return is +145% $NLY at +87% $AGNC at +166% only $IVR at -XX% since 2010 has worse record"  
[X Link](https://x.com/GardinerIsland/status/1981139914776596974) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T23:25Z 3008 followers, XX engagements


"Truer words rarely uttered"  
[X Link](https://x.com/GardinerIsland/status/1981162854893179034) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-23T00:56Z 3007 followers, XXX engagements


"Cannacord hikes $CDE to $XX from $XX despite yesterday cuz these guys gonna be printing record profits National Bank dropped coverage of $CDE in April 2024 Its last PT was $XXXX It resumed coverage yesterday with $XX PT"  
[X Link](https://x.com/GardinerIsland/status/1980995271573242128) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T13:50Z 3008 followers, XXX engagements


"$NLY and $AGNC resume march to absurd premiums to NAV i've grown pretty sure that the programmers of Street algos completely ignore BV premiums annd just have on/off switches for these stocks when spreads and curve and sentiment shifts their way"  
[X Link](https://x.com/GardinerIsland/status/1980998209968480351) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T14:02Z 3007 followers, XXX engagements


"$NBIS down 8+% alot of vertical leaping data center related plays getting shot simply to harvest profits . hey if they can whack gold the algos will whack anything hey @stkbullgod : hurricane scare over ; $GNRC down 5+%"  
[X Link](https://x.com/GardinerIsland/status/1981050010369442044) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T17:28Z 3007 followers, XXX engagements


"$ARR out BV up just 3+% ( yuck ) vs Q2 grew share count another 7+mln via ATM but then bought back 685k shares EAD was same as divvy at XX cents about the only appealing aspect here is XX% disco to TBV along with XX 1/4% divvy yield"  
[X Link](https://x.com/GardinerIsland/status/1981103771246875142) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T21:02Z 3008 followers, XXX engagements


"For @CurtisSliwa to be attacking @andrewcuomo when @ZohranKMamdani is miles ahead of both only proves to me Sliwa is getting huge cash from Democrats / Soros / Communist Party / etc . He is literally helping the Commie"  
[X Link](https://x.com/GardinerIsland/status/1981345028065653145) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-23T13:00Z 3007 followers, XXX engagements


"$COF puts up best quarter in 4yrs revenues up XX% i thot subprime credit was imploding"  
[X Link](https://x.com/GardinerIsland/status/1980991523186737526) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T13:35Z 3007 followers, XXX engagements


"4th week in a row the MBA mortgage index has declined looks like some $BETR folks begin to realize the mortgage pie is wayyyyy too small for them $RKT $UWMC and all the major banks to prosper at same time a few will need to starve to death for the rest to do well"  
[X Link](https://x.com/GardinerIsland/status/1981044587457020019) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T17:06Z 3007 followers, XXX engagements


"@Mabiverse123 they are priced about XX miles beyond break even is your problem and i suspect $RKT and $UWMC aren't conceding an inch of volumes"  
[X Link](https://x.com/GardinerIsland/status/1981115137357701551) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-22T21:47Z 3007 followers, XXX engagements


"Trump out telling his inner circle that Mamdani will win by landslide How did he not call in Sliwa to have a come to Jesus discussion about giving him some sort of big security job in return for dropping out stupid on steroids"  
[X Link](https://x.com/GardinerIsland/status/1981354798059532421) [@GardinerIsland](/creator/x/GardinerIsland) 2025-10-23T13:39Z 3007 followers, XXX engagements