[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @HoldenWalker99 Holden Walker Holden Walker posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1894800292639608832/interactions)  - X Week XXXXXX +142% - X Month XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1894800292639608832/posts_active)  - X Week XX +154% - X Month XXX -XX% ### Followers: XXX [#](/creator/twitter::1894800292639608832/followers)  - X Week XXX +2.10% - X Month XXX +11% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1894800292639608832/influencer_rank)  ### Social Influence [#](/creator/twitter::1894800292639608832/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$fnma](/topic/$fnma) #12, [$fmcc](/topic/$fmcc) #8, [$fnmas](/topic/$fnmas) #4, [$fmckj](/topic/$fmckj) #3, [nico](/topic/nico) #893, [$350b](/topic/$350b) #10, [investment](/topic/investment) 1.03%, [$fnmat](/topic/$fnmat) #7, [$1t](/topic/$1t) #49, [ipo](/topic/ipo) XXXX% **Top accounts mentioned or mentioned by** [@revgalerivs](/creator/undefined) [@pulte](/creator/undefined) [@billackman](/creator/undefined) [@midas79_](/creator/undefined) [@secscottbessent](/creator/undefined) [@midas79](/creator/undefined) [@compound248](/creator/undefined) [@independentfhfa](/creator/undefined) [@alexwil11433084](/creator/undefined) [@alangl2025](/creator/undefined) [@seaurchincevice](/creator/undefined) [@f2commonsense](/creator/undefined) [@marklelandmd](/creator/undefined) [@theburgosgrp](/creator/undefined) [@carney](/creator/undefined) [@jbrandimore](/creator/undefined) [@chrisevanston](/creator/undefined) [@ruleoflawguy](/creator/undefined) [@mia95629998](/creator/undefined) [@hollandstanley](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts [#](/creator/twitter::1894800292639608832/posts) --- Top posts by engagements in the last XX hours "Great American Mortgage Corporations is a major change from the previous Great American Mortgage Corporation. No merger (obviously as it was illegal under current law). Just branding $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/HoldenWalker99/status/1972641092765138954) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-09-29T12:34Z XXX followers, 6321 engagements "Practically significant as McKernan may now act as an official on behalf of Treasury (vs. just an advisor). With broad GSE experience at Treasury & FHFA in Trump XXX he can directly help Bessent advance the agenda. $FNMA $FMCC $FNMAS $FMCKJ More here" [X Link](https://x.com/HoldenWalker99/status/1973716503162978327) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-02T11:47Z XXX followers, 8669 engagements "For those who argue that liquidation preference (LP) is only relevant in liquidation please note that (1) AIG referred to their senior preferred shares (SPS) as LP & (2) the government considers LP as part of their "investment" in the GSEs (SPS+LP). $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/HoldenWalker99/status/1974116338013737323) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-03T14:16Z XXX followers, 2971 engagements "I pocketed this X% so I'm now XX% sold off. Balance is in split X% illiquid series ($25 & $50) which I will hold long-term until resolution and $FNMAS $FMCKJ & $FNMAJ which I may look to trim a bit more at 75%+ of par (another +10%). No $FNMA or $FMCC position" [X Link](https://x.com/HoldenWalker99/status/1975149854474330292) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-06T10:43Z XXX followers, 2209 engagements "This highlights a big disconnect b/n the reality of markets ($300B short-term valuation) & fantasy of the administration ($1T). Treasury's value on the books is $450B & it's a risk to the process that they may need to take a short-term haircut. $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/HoldenWalker99/status/1977745559097164030) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-13T14:37Z XXX followers, 2457 engagements "$FNMA and $FMCC "🚀 TO THE MOON" shareholders reading a 10-K for the first time" [X Link](https://x.com/HoldenWalker99/status/1977746216877248744) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-13T14:40Z XXX followers, 6022 engagements "@DonaldSteven89 Existing shareholder value is meaningless" [X Link](https://x.com/HoldenWalker99/status/1978128176384552976) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-14T15:58Z XXX followers, XXX engagements "Can't compare Fannie and Freddie common and junior preferred shares without talking about Treasury's senior preferred shares so it's more like this. $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/HoldenWalker99/status/1978526973946114239) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-15T18:22Z XXX followers, 4806 engagements "Updated for $FNMA & $FMCC: XX% drop if SPS+LP conversion @ VWAP which is most likely IMO. Some who I respect think only SPS (not LP) converted. But all this assumes no equity raised no JPS conversion & no warrant timing chicanery - so this is likely among the best cases" [X Link](https://x.com/HoldenWalker99/status/1978790314790785069) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T11:49Z XXX followers, 3591 engagements "Warrant chicanery = exercising warrants for 4X new share count AFTER SPS+LP conversion which is how Treasury could own 99%+ of $FNMA and $FMCC. Technically allowed by contracts. Also Treasury doesn't need to use VWAP. They could do at whatever value they want to get 99%+" [X Link](https://x.com/HoldenWalker99/status/1978790318431773079) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T11:49Z XXX followers, XXX engagements "🥰 $FNMA $FMCC $FNMAS $FMCKJ @midas79_" [X Link](https://x.com/HoldenWalker99/status/1978878715116319078) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T17:40Z XXX followers, 3488 engagements ".@BillAckman rally cry causes @FHFA website to crash after millions of $FNMA and $FMCC shareholders flood the site to drop comments on the strategic plan" [X Link](https://x.com/HoldenWalker99/status/1978936369939415114) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T21:29Z XXX followers, 5243 engagements "🚨Beware of Nico Fakenewsopolis🚨 The deleted post was from @carney who regularly deletes. @rcwhalen's post on "massive dilution" from over two months ago is still out there: @pulte is mad about credit score politics not this. $FNMA $FMCC" [X Link](https://x.com/HoldenWalker99/status/1980240002400329875) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-20T11:49Z XXX followers, 7358 engagements "@AlexWil11433084 @A112358A112358 @usnavycmdr Depends on alternative and if there's further upside which I think there is. This split could be Treasury's open and then settle on equity split at SPS+LP $355B vs. JPS $33B. Then it's XX% of par" [X Link](https://x.com/HoldenWalker99/status/1975622082836013434) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-07T17:59Z XXX followers, XX engagements "@high52weeks @nicosintichakis @pulte @DirectorPulte $FNMA and $FMCC -XX% and you're calling for hangings What's going to happen when the 🎇GSE BIG BANG🎇 results in up to -50%" [X Link](https://x.com/HoldenWalker99/status/1978127871886381469) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-14T15:56Z XXX followers, XXX engagements "@RickNagra @pulte Kaboom Did the $FNMA and $FMCC 🚀 explode before it got to the 🌕" [X Link](https://x.com/HoldenWalker99/status/1978128652651929724) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-14T15:59Z XXX followers, XXX engagements "Has a Chairman of a public company ever publicly encouraged people to read the risk disclosures of their company's 10-K Outside of concrete news on developments I can't think of a worse red flag after pumping valuation for months. Market seems to agree. $FNMA $FMCC" [X Link](https://x.com/HoldenWalker99/status/1978132517052965183) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-14T16:15Z XXX followers, 4798 engagements "Ackman couldn't help keep the $FNMA and $FMCC pump going and investors are now dealing with the inverse of this claim. The lower the stock price the higher the risk to shareholders. A reason why so many are running for the exits" [X Link](https://x.com/HoldenWalker99/status/1978787781544448412) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T11:39Z XXX followers, 4298 engagements "@bard_leon30676 @KounlavongDavid IMO it's best to invest in $FNMA and $FMCC at/after "IPO" not before. Currently existing common shareholders are on the wrong side of Treasury (and JPS) in the capital restructuring. At/after "IPO" we're all in the same boat rowing together" [X Link](https://x.com/HoldenWalker99/status/1978799603278327963) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T12:26Z XXX followers, 1981 engagements "@The_Jackal1997 1.8B existing shares of $FNMA and $FMCC prevent 100%" [X Link](https://x.com/HoldenWalker99/status/1978823341751312762) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T14:00Z XXX followers, XXX engagements "@The_Jackal1997 Yes - greater than XXX% of economic value of $FNMA and $FMCC currently. Not great Maybe current shareholders will need to pay Treasury $XXX per share" [X Link](https://x.com/HoldenWalker99/status/1978836017466511818) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T14:50Z XXX followers, XXX engagements "Remarkably bearish from @BillAckman. $FNMA and $FMCC down 5%+ from session highs & worsening after his post. I think he's going to use the FHFA public comments as a screening tool for roles for his upcoming 'Betting on Moon' documentary on Fannie & Freddie common shareholders" [X Link](https://x.com/HoldenWalker99/status/1978860792960131273) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T16:29Z XXX followers, 3331 engagements "@MarkLelandMD @BillAckman @revgalerivs "Past performance is not indicative of future results." And Ackman is friends with Trump now The guy who supported Dean Phillips to beat Trump until July 2024 and called for Trump's resignation in early 2021 With friends like that who needs enemies" [X Link](https://x.com/HoldenWalker99/status/1973420629190910232) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-01T16:11Z XXX followers, 3824 engagements "@revgalerivs The contracts can be easily amended for SPS conversion and you should pray that they are. With SPS conversion $FNMA and $FMCC survive. Without it Fannie and Freddie don't have the cash to pay pay Treasury $350B+ and the equity may be a zero" [X Link](https://x.com/HoldenWalker99/status/1978793202779074982) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T12:00Z XXX followers, 2868 engagements "Treasury is getting their $350B+ "investment" (their words not mine) in the GSEs one way or another. SPS+LP conversion to common equity saves $FNMA and $FMCC (and junior preferred) from wipe out. Otherwise we all may be screwed. It's that simple" [X Link](https://x.com/HoldenWalker99/status/1978794897076285724) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T12:07Z XXX followers, 2329 engagements "Post-"IPO" $FNMA and $FMCC should be a great buy assuming a low short-term valuation at "IPO" and long-term progress over time in Fannie and Freddie profitability and maybe most importantly improving investor confidence in dealing with the government and the GSEs" [X Link](https://x.com/HoldenWalker99/status/1978802467379765270) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T12:37Z XXX followers, 2204 engagements "@douroSpain100 OpSec" [X Link](https://x.com/HoldenWalker99/status/1980262753341227192) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-20T13:20Z XXX followers, XXX engagements "@TheBurgosGrp @nicosintichakis @carney @rcwhalen @pulte What does Carney have to do with Pulte's criticism of Whalen Nico is saying that Whalen deleted his dilution post and he didn't. Nico is a lunatic who acts in bad faith an extremely dangerous individual and $FNMA and $FMCC investors need to be aware" [X Link](https://x.com/HoldenWalker99/status/1980264086483910850) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-20T13:25Z XXX followers, XXX engagements "@HBS1990Alum Back in Trump XXX Treasury/FHFA hired Hoolihan Lokey and Fannie & Freddie hired Morgan Stanley & JP Morgan respectively announced via press release. Not unreasonable to think something like this would happen again or just a simple "we're moving the process along" etc" [X Link](https://x.com/HoldenWalker99/status/1978101446714208383) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-14T14:11Z XXX followers, XXX engagements "@IQInvestment68 @BillAckman I'll write one on behalf of a nice old churchgoing lady who barely scrapes by on social security. She probably has something to say about the U.S. Treasury giving $350B+ to $FNMA and $FMCC shareholders like billionaire Bill Ackman & Canadian Nico DefinitleyNotAHedgeFundopolos" [X Link](https://x.com/HoldenWalker99/status/1978874641448935835) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T17:24Z XXX followers, XXX engagements "Coming soon Tag yourself or your favorite Fannie and Freddie common shareholder in the replies to get on the list for auditions Betting on Zero $HLF Betting on Moon $FNMA $FMCC" [X Link](https://x.com/HoldenWalker99/status/1978871890023453145) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-16T17:13Z XXX followers, 1619 engagements ""National Housing Emergency" further signals breaking the status quo of the GSE conservatorships. Generally good news for JPS like $FNMAS $FMCKJ $FNMAT etc. TBD on $FNMA and $FMCC. We'll know soon:🎇GSE BIG BANG🎇 in TWO WEEKS" [X Link](https://x.com/HoldenWalker99/status/1962849736697721167) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-09-02T12:06Z XXX followers, 2509 engagements "Trump posts that Fannie and Freddie are worth $1T. Pulte posts that people should read 10-K filings. $FNMA and $FMCC -5%. Freefall from $XX continues. A lot of confused shareholders. Some finally getting it. Others never will" [X Link](https://x.com/HoldenWalker99/status/1977828246126485630) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-13T20:06Z XXX followers, 13.7K engagements "Nice development showing that Fannie and Freddie are a priority for President Trump and the American people (and maybe also OTC common stock speculators in Spain Canada etc.). Still on track for the 🎇GSE BIG BANG🎇 by the end of Q4 2025 $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/HoldenWalker99/status/1980266739326664811) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-20T13:35Z XXX followers, 3577 engagements "@bob_dundon @carney @rcwhalen @pulte $FNMA $FMCC $FNMAS $FMCKJ etc. are likely up today due to the Fannie and Freddie commercial with POTUS which is a strong signal that action is coming. not people's incorrect assumption based on Nico's malicious deception that Pulte was talking about Whalen's dilution post" [X Link](https://x.com/HoldenWalker99/status/1980276701079953851) [@HoldenWalker99](/creator/x/HoldenWalker99) 2025-10-20T14:15Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Holden Walker posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% countries XXXX%
Social topic influence $fnma #12, $fmcc #8, $fnmas #4, $fmckj #3, nico #893, $350b #10, investment 1.03%, $fnmat #7, $1t #49, ipo XXXX%
Top accounts mentioned or mentioned by @revgalerivs @pulte @billackman @midas79_ @secscottbessent @midas79 @compound248 @independentfhfa @alexwil11433084 @alangl2025 @seaurchincevice @f2commonsense @marklelandmd @theburgosgrp @carney @jbrandimore @chrisevanston @ruleoflawguy @mia95629998 @hollandstanley
Top assets mentioned Morgan Stanley (MS)
Top posts by engagements in the last XX hours
"Great American Mortgage Corporations is a major change from the previous Great American Mortgage Corporation. No merger (obviously as it was illegal under current law). Just branding $FNMA $FMCC $FNMAS $FMCKJ"
X Link @HoldenWalker99 2025-09-29T12:34Z XXX followers, 6321 engagements
"Practically significant as McKernan may now act as an official on behalf of Treasury (vs. just an advisor). With broad GSE experience at Treasury & FHFA in Trump XXX he can directly help Bessent advance the agenda. $FNMA $FMCC $FNMAS $FMCKJ More here"
X Link @HoldenWalker99 2025-10-02T11:47Z XXX followers, 8669 engagements
"For those who argue that liquidation preference (LP) is only relevant in liquidation please note that (1) AIG referred to their senior preferred shares (SPS) as LP & (2) the government considers LP as part of their "investment" in the GSEs (SPS+LP). $FNMA $FMCC $FNMAS $FMCKJ"
X Link @HoldenWalker99 2025-10-03T14:16Z XXX followers, 2971 engagements
"I pocketed this X% so I'm now XX% sold off. Balance is in split X% illiquid series ($25 & $50) which I will hold long-term until resolution and $FNMAS $FMCKJ & $FNMAJ which I may look to trim a bit more at 75%+ of par (another +10%). No $FNMA or $FMCC position"
X Link @HoldenWalker99 2025-10-06T10:43Z XXX followers, 2209 engagements
"This highlights a big disconnect b/n the reality of markets ($300B short-term valuation) & fantasy of the administration ($1T). Treasury's value on the books is $450B & it's a risk to the process that they may need to take a short-term haircut. $FNMA $FMCC $FNMAS $FMCKJ"
X Link @HoldenWalker99 2025-10-13T14:37Z XXX followers, 2457 engagements
"$FNMA and $FMCC "🚀 TO THE MOON" shareholders reading a 10-K for the first time"
X Link @HoldenWalker99 2025-10-13T14:40Z XXX followers, 6022 engagements
"@DonaldSteven89 Existing shareholder value is meaningless"
X Link @HoldenWalker99 2025-10-14T15:58Z XXX followers, XXX engagements
"Can't compare Fannie and Freddie common and junior preferred shares without talking about Treasury's senior preferred shares so it's more like this. $FNMA $FMCC $FNMAS $FMCKJ"
X Link @HoldenWalker99 2025-10-15T18:22Z XXX followers, 4806 engagements
"Updated for $FNMA & $FMCC: XX% drop if SPS+LP conversion @ VWAP which is most likely IMO. Some who I respect think only SPS (not LP) converted. But all this assumes no equity raised no JPS conversion & no warrant timing chicanery - so this is likely among the best cases"
X Link @HoldenWalker99 2025-10-16T11:49Z XXX followers, 3591 engagements
"Warrant chicanery = exercising warrants for 4X new share count AFTER SPS+LP conversion which is how Treasury could own 99%+ of $FNMA and $FMCC. Technically allowed by contracts. Also Treasury doesn't need to use VWAP. They could do at whatever value they want to get 99%+"
X Link @HoldenWalker99 2025-10-16T11:49Z XXX followers, XXX engagements
"🥰 $FNMA $FMCC $FNMAS $FMCKJ @midas79_"
X Link @HoldenWalker99 2025-10-16T17:40Z XXX followers, 3488 engagements
".@BillAckman rally cry causes @FHFA website to crash after millions of $FNMA and $FMCC shareholders flood the site to drop comments on the strategic plan"
X Link @HoldenWalker99 2025-10-16T21:29Z XXX followers, 5243 engagements
"🚨Beware of Nico Fakenewsopolis🚨 The deleted post was from @carney who regularly deletes. @rcwhalen's post on "massive dilution" from over two months ago is still out there: @pulte is mad about credit score politics not this. $FNMA $FMCC"
X Link @HoldenWalker99 2025-10-20T11:49Z XXX followers, 7358 engagements
"@AlexWil11433084 @A112358A112358 @usnavycmdr Depends on alternative and if there's further upside which I think there is. This split could be Treasury's open and then settle on equity split at SPS+LP $355B vs. JPS $33B. Then it's XX% of par"
X Link @HoldenWalker99 2025-10-07T17:59Z XXX followers, XX engagements
"@high52weeks @nicosintichakis @pulte @DirectorPulte $FNMA and $FMCC -XX% and you're calling for hangings What's going to happen when the 🎇GSE BIG BANG🎇 results in up to -50%"
X Link @HoldenWalker99 2025-10-14T15:56Z XXX followers, XXX engagements
"@RickNagra @pulte Kaboom Did the $FNMA and $FMCC 🚀 explode before it got to the 🌕"
X Link @HoldenWalker99 2025-10-14T15:59Z XXX followers, XXX engagements
"Has a Chairman of a public company ever publicly encouraged people to read the risk disclosures of their company's 10-K Outside of concrete news on developments I can't think of a worse red flag after pumping valuation for months. Market seems to agree. $FNMA $FMCC"
X Link @HoldenWalker99 2025-10-14T16:15Z XXX followers, 4798 engagements
"Ackman couldn't help keep the $FNMA and $FMCC pump going and investors are now dealing with the inverse of this claim. The lower the stock price the higher the risk to shareholders. A reason why so many are running for the exits"
X Link @HoldenWalker99 2025-10-16T11:39Z XXX followers, 4298 engagements
"@bard_leon30676 @KounlavongDavid IMO it's best to invest in $FNMA and $FMCC at/after "IPO" not before. Currently existing common shareholders are on the wrong side of Treasury (and JPS) in the capital restructuring. At/after "IPO" we're all in the same boat rowing together"
X Link @HoldenWalker99 2025-10-16T12:26Z XXX followers, 1981 engagements
"@The_Jackal1997 1.8B existing shares of $FNMA and $FMCC prevent 100%"
X Link @HoldenWalker99 2025-10-16T14:00Z XXX followers, XXX engagements
"@The_Jackal1997 Yes - greater than XXX% of economic value of $FNMA and $FMCC currently. Not great Maybe current shareholders will need to pay Treasury $XXX per share"
X Link @HoldenWalker99 2025-10-16T14:50Z XXX followers, XXX engagements
"Remarkably bearish from @BillAckman. $FNMA and $FMCC down 5%+ from session highs & worsening after his post. I think he's going to use the FHFA public comments as a screening tool for roles for his upcoming 'Betting on Moon' documentary on Fannie & Freddie common shareholders"
X Link @HoldenWalker99 2025-10-16T16:29Z XXX followers, 3331 engagements
"@MarkLelandMD @BillAckman @revgalerivs "Past performance is not indicative of future results." And Ackman is friends with Trump now The guy who supported Dean Phillips to beat Trump until July 2024 and called for Trump's resignation in early 2021 With friends like that who needs enemies"
X Link @HoldenWalker99 2025-10-01T16:11Z XXX followers, 3824 engagements
"@revgalerivs The contracts can be easily amended for SPS conversion and you should pray that they are. With SPS conversion $FNMA and $FMCC survive. Without it Fannie and Freddie don't have the cash to pay pay Treasury $350B+ and the equity may be a zero"
X Link @HoldenWalker99 2025-10-16T12:00Z XXX followers, 2868 engagements
"Treasury is getting their $350B+ "investment" (their words not mine) in the GSEs one way or another. SPS+LP conversion to common equity saves $FNMA and $FMCC (and junior preferred) from wipe out. Otherwise we all may be screwed. It's that simple"
X Link @HoldenWalker99 2025-10-16T12:07Z XXX followers, 2329 engagements
"Post-"IPO" $FNMA and $FMCC should be a great buy assuming a low short-term valuation at "IPO" and long-term progress over time in Fannie and Freddie profitability and maybe most importantly improving investor confidence in dealing with the government and the GSEs"
X Link @HoldenWalker99 2025-10-16T12:37Z XXX followers, 2204 engagements
"@douroSpain100 OpSec"
X Link @HoldenWalker99 2025-10-20T13:20Z XXX followers, XXX engagements
"@TheBurgosGrp @nicosintichakis @carney @rcwhalen @pulte What does Carney have to do with Pulte's criticism of Whalen Nico is saying that Whalen deleted his dilution post and he didn't. Nico is a lunatic who acts in bad faith an extremely dangerous individual and $FNMA and $FMCC investors need to be aware"
X Link @HoldenWalker99 2025-10-20T13:25Z XXX followers, XXX engagements
"@HBS1990Alum Back in Trump XXX Treasury/FHFA hired Hoolihan Lokey and Fannie & Freddie hired Morgan Stanley & JP Morgan respectively announced via press release. Not unreasonable to think something like this would happen again or just a simple "we're moving the process along" etc"
X Link @HoldenWalker99 2025-10-14T14:11Z XXX followers, XXX engagements
"@IQInvestment68 @BillAckman I'll write one on behalf of a nice old churchgoing lady who barely scrapes by on social security. She probably has something to say about the U.S. Treasury giving $350B+ to $FNMA and $FMCC shareholders like billionaire Bill Ackman & Canadian Nico DefinitleyNotAHedgeFundopolos"
X Link @HoldenWalker99 2025-10-16T17:24Z XXX followers, XXX engagements
"Coming soon Tag yourself or your favorite Fannie and Freddie common shareholder in the replies to get on the list for auditions Betting on Zero $HLF Betting on Moon $FNMA $FMCC"
X Link @HoldenWalker99 2025-10-16T17:13Z XXX followers, 1619 engagements
""National Housing Emergency" further signals breaking the status quo of the GSE conservatorships. Generally good news for JPS like $FNMAS $FMCKJ $FNMAT etc. TBD on $FNMA and $FMCC. We'll know soon:🎇GSE BIG BANG🎇 in TWO WEEKS"
X Link @HoldenWalker99 2025-09-02T12:06Z XXX followers, 2509 engagements
"Trump posts that Fannie and Freddie are worth $1T. Pulte posts that people should read 10-K filings. $FNMA and $FMCC -5%. Freefall from $XX continues. A lot of confused shareholders. Some finally getting it. Others never will"
X Link @HoldenWalker99 2025-10-13T20:06Z XXX followers, 13.7K engagements
"Nice development showing that Fannie and Freddie are a priority for President Trump and the American people (and maybe also OTC common stock speculators in Spain Canada etc.). Still on track for the 🎇GSE BIG BANG🎇 by the end of Q4 2025 $FNMA $FMCC $FNMAS $FMCKJ"
X Link @HoldenWalker99 2025-10-20T13:35Z XXX followers, 3577 engagements
"@bob_dundon @carney @rcwhalen @pulte $FNMA $FMCC $FNMAS $FMCKJ etc. are likely up today due to the Fannie and Freddie commercial with POTUS which is a strong signal that action is coming. not people's incorrect assumption based on Nico's malicious deception that Pulte was talking about Whalen's dilution post"
X Link @HoldenWalker99 2025-10-20T14:15Z XXX followers, XXX engagements
/creator/twitter::HoldenWalker99