[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.] #  @gcmarbella Geoff Crouch Geoff Crouch posts on X about $fnma, $fnmas, $fmcc, $sstk the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::281821067/interactions)  - X Week XXXXXX +355% - X Month XXXXXX +15,822% - X Months XXXXXXX +3,012% ### Mentions: XX [#](/creator/twitter::281821067/posts_active)  - X Week XX +412% - X Month XXX +831% - X Months XXX +2,480% ### Followers: XXX [#](/creator/twitter::281821067/followers)  - X Week XXX +4.60% - X Month XXX +7.10% - X Months XXX +292% ### CreatorRank: XXXXXXX [#](/creator/twitter::281821067/influencer_rank)  ### Social Influence [#](/creator/twitter::281821067/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$fnma](/topic/$fnma) #11, [$fnmas](/topic/$fnmas) #2, [$fmcc](/topic/$fmcc) #32, [$sstk](/topic/$sstk) #2, [$gety](/topic/$gety) #1, [ipo](/topic/ipo) #397, [$phm](/topic/$phm) #11, [$len](/topic/$len) #9, [investment](/topic/investment) 3.06%, [mae](/topic/mae) #158 **Top accounts mentioned or mentioned by** [@broswar1](/creator/undefined) [@tylerehand](/creator/undefined) [@revgalerivs](/creator/undefined) [@riparianman88](/creator/undefined) [@freefanniemae](/creator/undefined) [@world_21m](/creator/undefined) [@danielsyck](/creator/undefined) [@billackman](/creator/undefined) [@darkstarsats](/creator/undefined) [@910mike](/creator/undefined) [@rowleyjonah](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@nicosintichakis](/creator/undefined) [@world21m](/creator/undefined) [@deitaone](/creator/undefined) [@jakewujastyk](/creator/undefined) [@robinhoodapp](/creator/undefined) [@robtvdc](/creator/undefined) [@pulte](/creator/undefined) [@fhfa](/creator/undefined) **Top assets mentioned** [PulteGroup, Inc. (PHM)](/topic/$phm) [Lennar Corporation (LEN)](/topic/$len) [D R Horton Inc (DHI)](/topic/$dhi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts [#](/creator/twitter::281821067/posts) --- Top posts by engagements in the last XX hours "The Federal Government shutdown needs to end so President Trump can delivery the agenda that Americans voted for at the polls. It was a historic election victory and the Democrats apparently still do not realize this" [X Link](https://x.com/gcmarbella/status/1980596068623474874) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:24Z XXX followers, XX engagements "and no news today $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1978101880061378989) [@gcmarbella](/creator/x/gcmarbella) 2025-10-14T14:13Z XXX followers, 1366 engagements "One month chart $FNMA vs $FNMAS vs $FNMAO" [X Link](https://x.com/gcmarbella/status/1972975083682684962) [@gcmarbella](/creator/x/gcmarbella) 2025-09-30T10:41Z XXX followers, 1567 engagements "1 year 6month and 5day chart comparing $FNMA $FNMAS and $GGAL" [X Link](https://x.com/gcmarbella/status/1976600709970755956) [@gcmarbella](/creator/x/gcmarbella) 2025-10-10T10:48Z XXX followers, XXX engagements "Just a couple of weeks ago a $0.5T valuation for $FNMA and $FMCC combined was seen as aggressive by many. Today we might be at $1T" [X Link](https://x.com/gcmarbella/status/1977690970230501501) [@gcmarbella](/creator/x/gcmarbella) 2025-10-13T11:00Z XXX followers, 1603 engagements "These scenarios are too pessimistic and now obsolete as they failed to take into account the $X Trillion combined valuation that is now the base case for $FNMA $FMCC" [X Link](https://x.com/gcmarbella/status/1977698545034461287) [@gcmarbella](/creator/x/gcmarbella) 2025-10-13T11:30Z XXX followers, 3163 engagements "Started a small position in $SSTK. Strongly believe the management team will be completing the merger with $GETY this quarter. In my opinion there is asymmetrical upside with relatively little downside. Price should be $XX in the short term" [X Link](https://x.com/gcmarbella/status/1978103408335753432) [@gcmarbella](/creator/x/gcmarbella) 2025-10-14T14:19Z XXX followers, XXX engagements "President Donald J Trump has achieved peace in the middle east and saved the Argentinian economy this week. Now it's time to focus on housing homebuilders mortgages Fannie and Freddie. $LEN $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1978427149452214662) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T11:46Z XXX followers, 1153 engagements "With the prolonged US Federal Government shutdown I estimate the probability of an IPO in 2025 to be close to X% as of today. $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1978469254576976179) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T14:33Z XXX followers, 1778 engagements "@DeItaone $GGAL" [X Link](https://x.com/gcmarbella/status/1978494628539048086) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T16:14Z XXX followers, XXX engagements "There is a lot of money to be made - or lost - by investing in Argentina. Much like $FNMA and $FNMAS it is a MAGA investment you are putting your money on Donald J Trump and Treasury Secretary Bessent" [X Link](https://x.com/gcmarbella/status/1978558776685846707) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T20:29Z XXX followers, XXX engagements "Green for F2 $FNMA $FMCC Mixed for F39 $FNMAS" [X Link](https://x.com/gcmarbella/status/1978824345121095702) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T14:04Z XXX followers, XXX engagements "Heavy volume on $FNMAT $FNMAH today" [X Link](https://x.com/gcmarbella/status/1978898117127700928) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T18:57Z XXX followers, XXX engagements "Closing bell. $FNMA and $FMCC are up $FNMAS and $FMCKJ are flat" [X Link](https://x.com/gcmarbella/status/1979276380681703631) [@gcmarbella](/creator/x/gcmarbella) 2025-10-17T20:00Z XXX followers, XXX engagements "Earnings are approaching for Fannie and Freddie but remember this is a Special Situation investment not one based on quarterly earnings" [X Link](https://x.com/gcmarbella/status/1980241798065979888) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T11:56Z XXX followers, XXX engagements "It is an investment based on a Trump event driven appreciation. If you are not investing because of President Trump then you might want to consider" [X Link](https://x.com/gcmarbella/status/1980242017658585358) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T11:57Z XXX followers, XX engagements "@darkstarsats I believe that by listing the editorial issue first in its document the UK CMA signals that is the main problem with the merger. Something that should be easy to resolve" [X Link](https://x.com/gcmarbella/status/1980294794632171523) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T15:27Z XXX followers, XX engagements "I ended up exiting my $SSTK position early on the trading day since my thesis of an imminent merger seems very unlikely now. If you believe the merger is still on which I do not then today presents a huge buying window" [X Link](https://x.com/gcmarbella/status/1980295508875993505) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T15:30Z XXX followers, XXX engagements "@Broswar1 some clearly agree as shares are starting to bounce back. Day's Range so far $XXXXX - 25.60" [X Link](https://x.com/gcmarbella/status/1980300453100572815) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T15:49Z XXX followers, XX engagements "@Broswar1 I don't think the merger if off but my expectation was that it would be completed in November 2025 and I have no confidence in that now. Rather allocate capital elsewhere. Might buy back at a lower price when I see how they respond to the UK" [X Link](https://x.com/gcmarbella/status/1980304541892706730) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T16:06Z XXX followers, XX engagements "@TylerEHand fundamentals haven't changed previous investors selling because of a failed merger / privatization. new investors bullish on Trump North Carolina South Carolina and Georgia homebuilding" [X Link](https://x.com/gcmarbella/status/1980316406588797086) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T16:53Z XXX followers, XXX engagements "@TylerEHand @Jake__Wujastyk @RobinhoodApp robinhood is terrible avoid it" [X Link](https://x.com/gcmarbella/status/1980358881063891282) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T19:42Z XXX followers, XXX engagements "YTD 2025 so far $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1979146819260064069) [@gcmarbella](/creator/x/gcmarbella) 2025-10-17T11:25Z XXX followers, XXX engagements "To compete with GenAI and still satisfy regulators $GETY and $SSTK should explore merging their stock photography businesses and keep one but not both of the editorial arms. Very doubtful this can be executed in 2025" [X Link](https://x.com/gcmarbella/status/1980295865383481785) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T15:31Z XXX followers, XXX engagements "@RobTVDC @pulte @FHFA @FannieMae We need a National Housing Emergency Declaration via EO by President Trump" [X Link](https://x.com/gcmarbella/status/1980667885040103856) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T16:09Z XXX followers, XX engagements "What publicly traded companies will benefit the most from the upcoming Trump Housing Boom $DHI $LEN $PHM $HD $LOW" [X Link](https://x.com/gcmarbella/status/1977822751768666142) [@gcmarbella](/creator/x/gcmarbella) 2025-10-13T19:44Z XXX followers, XXX engagements "'Something major may be brewing in the world of Fannie Mae and Freddie Mac the government-sponsored enterprises that sit at the heart of Americas mortgage market.' $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1978420958944747739) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T11:21Z XXX followers, 4266 engagements "Q4 2025 so far $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1979146607791616219) [@gcmarbella](/creator/x/gcmarbella) 2025-10-17T11:24Z XXX followers, XXX engagements "President Trump will release Fannie and Freddie from conservatorship. It will be a yuge IPO. Probably in 2026. Expect a bigly valuation approaching $X Trillion" [X Link](https://x.com/gcmarbella/status/1980241601541644554) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T11:56Z XXX followers, 1553 engagements ""It just so happens that a GSE stock offering might be in the works and may be forthcoming." $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980358808309514453) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T19:41Z XXX followers, 2185 engagements ""Trump administration weighing Fannie Freddie offering as soon as end-2025 FHFA director says" $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980591338979750025) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:05Z XXX followers, XXX engagements "Approaching one year of President Donald Trump's historic victory at the polls. Americans voted and gave him a mandate. $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980595854856667391) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:23Z XXX followers, XXX engagements "President Trump should sign an EO declaring a National Housing Emergency. Release land spur building and release Fannie and Freddie from conservatorship" [X Link](https://x.com/gcmarbella/status/1980597770718441988) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:31Z XXX followers, XX engagements ""Homebuilder Pultegroup on Tuesday posted a XX% fall in third-quarter profit as buyer incentives squeezed home sales margins amid high interest rates and persistent inflation" $PHM Home ownership is a national crises that needs to be addressed. @SecScottBessent" [X Link](https://x.com/gcmarbella/status/1980598305982669064) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:33Z XXX followers, XX engagements "13 minutes into the interview and all Mamdani talk" [X Link](https://x.com/gcmarbella/status/1980617304087097824) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T12:48Z XXX followers, XX engagements "Bill Ackman: Zohran Mamdani is accurate in identifying NYC's problems but his policies are wrong" [X Link](https://x.com/gcmarbella/status/1980662563345240512) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T15:48Z XXX followers, XXX engagements "Retail investors need Bill Ackman to share his updated base case for $FNMA and $FMCC assuming Trumps $X Trillion valuation" [X Link](https://x.com/gcmarbella/status/1977687166219387006) [@gcmarbella](/creator/x/gcmarbella) 2025-10-13T10:45Z XXX followers, 6875 engagements "Markets waiting on Bill Ackman's latest base case for $FNMA $FMCC" [X Link](https://x.com/gcmarbella/status/1978118023811616964) [@gcmarbella](/creator/x/gcmarbella) 2025-10-14T15:17Z XXX followers, 2290 engagements "I imagine the next big move up for $FNMA and $FMCC will come after Maria Bartiromo breaks news on the IPO timeline and/or lead bankers" [X Link](https://x.com/gcmarbella/status/1978573603617587605) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T21:28Z XXX followers, 2041 engagements ""Conclusion: Key Takeaways for Investors on GSE Privatization" $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1978774646192296347) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T10:46Z XXX followers, 1312 engagements "Both $FMCC and $SSTK up early on" [X Link](https://x.com/gcmarbella/status/1978821756350611568) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T13:54Z XXX followers, XXX engagements ""In particular I encourage F2 shareholders to express their views on how the exit from conservatorship should be handled by the government." $FNMA $FMCC" [X Link](https://x.com/gcmarbella/status/1978884221339873398) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T18:02Z XXX followers, 1361 engagements "We might get a X Spaces Ackman vs Mamdani chat before we get an updated Spaces about the new base case for $FNMA $FMCC" [X Link](https://x.com/gcmarbella/status/1978899119172210707) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T19:01Z XXX followers, XXX engagements "Closing bell $FNMA +3.6% $FMCC +2.6% $FNMAS +1.1%" [X Link](https://x.com/gcmarbella/status/1978914058238677109) [@gcmarbella](/creator/x/gcmarbella) 2025-10-16T20:00Z XXX followers, 1037 engagements "Roadmap: - End the Government shutdown - Meetings with President Xi in South Korea - Ukraine v Russia peace deal - Decide on $FNMA $FMCC IPO bankers - Deem the SPSPAs repaid - Announce IPO date" [X Link](https://x.com/gcmarbella/status/1979156750839275621) [@gcmarbella](/creator/x/gcmarbella) 2025-10-17T12:05Z XXX followers, 3023 engagements "The great @BillAckman going to talk markets on @SquawkCNBC this morning probably some Mamdani talk too" [X Link](https://x.com/gcmarbella/status/1980596435776123255) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:26Z XXX followers, XXX engagements "Pultegroup Q3 profit falls on weaker margins amid slowing home sales $PHM" [X Link](https://x.com/gcmarbella/status/1980598031385772532) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:32Z XXX followers, XX engagements "@910mike Mamdani New York elections" [X Link](https://x.com/gcmarbella/status/1980617457221136573) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T12:49Z XXX followers, XXX engagements "Huge IPO bear $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980619154051715367) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T12:56Z XXX followers, XXX engagements "Trump admin evaluating Fannie Mae and Freddie Mac public offering for end-2025" [X Link](https://x.com/gcmarbella/status/1980665008842502635) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T15:58Z XXX followers, XX engagements "'Timing of the "IPO" depends on political factors but both common and preferreds present compelling opportunities as the end of conservatorship approaches.'" [X Link](https://x.com/gcmarbella/status/1978419432926904740) [@gcmarbella](/creator/x/gcmarbella) 2025-10-15T11:15Z XXX followers, XXX engagements "They are pessimistic at the MBA because they do not yet know the details of the Yuge housing stimulus package that President Trump is planning. It will lift the mortgage market housing market and $FNMA $FMCC" [X Link](https://x.com/gcmarbella/status/1980230895408968132) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T11:13Z XXX followers, 1077 engagements "One Year chart comparing $BTC to $FNMA and $FMCC" [X Link](https://x.com/gcmarbella/status/1980231350553829434) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T11:15Z XXX followers, 2007 engagements "CMA on $GETY $SSTK merger plans: 'a substantial lessening of competition in (i) the supply of editorial content in the UK and (ii) the supply of stock content globally (including in the UK)'" [X Link](https://x.com/gcmarbella/status/1980259738328670374) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T13:08Z XXX followers, XXX engagements "Now $GETY and $SSTK will have the amend their merger agreement by October XX otherwise face more scrutiny by UK regulators 'As the CMA has found that the Merger gives rise to a realistic prospect of an SLC the Parties have until XX October 2025'" [X Link](https://x.com/gcmarbella/status/1980260046689665269) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T13:09Z XXX followers, XXX engagements "CMA on $GETY $SSTK effects on competition of the Merger" [X Link](https://x.com/gcmarbella/status/1980260376827564414) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T13:10Z XXX followers, XXX engagements "Possible solution for the $GETY $SSTK merger would be to keep Getty Images Editorial and Shutterstock Editorial as separate and competing entities and proceed with merging the core areas of the business that face GenAI challenges. Would lead to a slightly lower valuation" [X Link](https://x.com/gcmarbella/status/1980261201348022365) [@gcmarbella](/creator/x/gcmarbella) 2025-10-20T13:13Z XXX followers, XXX engagements "Bill Ackman will be on Squawk Box this morning. Tune in 8:30AM ET. $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980593072451768814) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:12Z XXX followers, 5194 engagements "Markets halved $UHG market cap down to $119M which is tiny for a publicly traded company. Heavy inside ownership and potential for growth if and when President Trump tackles the national housing problem" [X Link](https://x.com/gcmarbella/status/1980597410834616389) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T11:29Z XXX followers, XXX engagements "52 week high for $FREJP Everybody else still trading under their XX week high $FNMA $FNMAS" [X Link](https://x.com/gcmarbella/status/1980664793599209800) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T15:57Z XXX followers, XXX engagements "Market cap for $UHG dropped to $119M now at a Price to Book ratio of 1.56x. Compare it to a P/B 1.9x for larger builders like PulteGroup and DR Horton or 1.7x for Lennar $PHM $DHI $LEN" [X Link](https://x.com/gcmarbella/status/1980689635698438636) [@gcmarbella](/creator/x/gcmarbella) 2025-10-21T17:36Z XXX followers, XXX engagements "Home ownership is only going to get worse unless President Trump signs an EO for a National Housing Emergency Declaration" [X Link](https://x.com/gcmarbella/status/1980959953058996635) [@gcmarbella](/creator/x/gcmarbella) 2025-10-22T11:30Z XXX followers, XX 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.]
@gcmarbella Geoff Crouch
Geoff Crouch posts on X about $fnma, $fnmas, $fmcc, $sstk the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +355%
- X Month XXXXXX +15,822%
- X Months XXXXXXX +3,012%
Mentions: XX #
- X Week XX +412%
- X Month XXX +831%
- X Months XXX +2,480%
Followers: XXX #
- X Week XXX +4.60%
- X Month XXX +7.10%
- X Months XXX +292%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence $fnma #11, $fnmas #2, $fmcc #32, $sstk #2, $gety #1, ipo #397, $phm #11, $len #9, investment 3.06%, mae #158
Top accounts mentioned or mentioned by @broswar1 @tylerehand @revgalerivs @riparianman88 @freefanniemae @world_21m @danielsyck @billackman @darkstarsats @910mike @rowleyjonah @realdonaldtrump @nicosintichakis @world21m @deitaone @jakewujastyk @robinhoodapp @robtvdc @pulte @fhfa
Top assets mentioned PulteGroup, Inc. (PHM) Lennar Corporation (LEN) D R Horton Inc (DHI) Robinhood Markets, Inc. (HOOD) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"The Federal Government shutdown needs to end so President Trump can delivery the agenda that Americans voted for at the polls. It was a historic election victory and the Democrats apparently still do not realize this"
X Link @gcmarbella 2025-10-21T11:24Z XXX followers, XX engagements
"and no news today $FNMA $FNMAS"
X Link @gcmarbella 2025-10-14T14:13Z XXX followers, 1366 engagements
"One month chart $FNMA vs $FNMAS vs $FNMAO"
X Link @gcmarbella 2025-09-30T10:41Z XXX followers, 1567 engagements
"1 year 6month and 5day chart comparing $FNMA $FNMAS and $GGAL"
X Link @gcmarbella 2025-10-10T10:48Z XXX followers, XXX engagements
"Just a couple of weeks ago a $0.5T valuation for $FNMA and $FMCC combined was seen as aggressive by many. Today we might be at $1T"
X Link @gcmarbella 2025-10-13T11:00Z XXX followers, 1603 engagements
"These scenarios are too pessimistic and now obsolete as they failed to take into account the $X Trillion combined valuation that is now the base case for $FNMA $FMCC"
X Link @gcmarbella 2025-10-13T11:30Z XXX followers, 3163 engagements
"Started a small position in $SSTK. Strongly believe the management team will be completing the merger with $GETY this quarter. In my opinion there is asymmetrical upside with relatively little downside. Price should be $XX in the short term"
X Link @gcmarbella 2025-10-14T14:19Z XXX followers, XXX engagements
"President Donald J Trump has achieved peace in the middle east and saved the Argentinian economy this week. Now it's time to focus on housing homebuilders mortgages Fannie and Freddie. $LEN $FNMA $FNMAS"
X Link @gcmarbella 2025-10-15T11:46Z XXX followers, 1153 engagements
"With the prolonged US Federal Government shutdown I estimate the probability of an IPO in 2025 to be close to X% as of today. $FNMA $FNMAS"
X Link @gcmarbella 2025-10-15T14:33Z XXX followers, 1778 engagements
"@DeItaone $GGAL"
X Link @gcmarbella 2025-10-15T16:14Z XXX followers, XXX engagements
"There is a lot of money to be made - or lost - by investing in Argentina. Much like $FNMA and $FNMAS it is a MAGA investment you are putting your money on Donald J Trump and Treasury Secretary Bessent"
X Link @gcmarbella 2025-10-15T20:29Z XXX followers, XXX engagements
"Green for F2 $FNMA $FMCC Mixed for F39 $FNMAS"
X Link @gcmarbella 2025-10-16T14:04Z XXX followers, XXX engagements
"Heavy volume on $FNMAT $FNMAH today"
X Link @gcmarbella 2025-10-16T18:57Z XXX followers, XXX engagements
"Closing bell. $FNMA and $FMCC are up $FNMAS and $FMCKJ are flat"
X Link @gcmarbella 2025-10-17T20:00Z XXX followers, XXX engagements
"Earnings are approaching for Fannie and Freddie but remember this is a Special Situation investment not one based on quarterly earnings"
X Link @gcmarbella 2025-10-20T11:56Z XXX followers, XXX engagements
"It is an investment based on a Trump event driven appreciation. If you are not investing because of President Trump then you might want to consider"
X Link @gcmarbella 2025-10-20T11:57Z XXX followers, XX engagements
"@darkstarsats I believe that by listing the editorial issue first in its document the UK CMA signals that is the main problem with the merger. Something that should be easy to resolve"
X Link @gcmarbella 2025-10-20T15:27Z XXX followers, XX engagements
"I ended up exiting my $SSTK position early on the trading day since my thesis of an imminent merger seems very unlikely now. If you believe the merger is still on which I do not then today presents a huge buying window"
X Link @gcmarbella 2025-10-20T15:30Z XXX followers, XXX engagements
"@Broswar1 some clearly agree as shares are starting to bounce back. Day's Range so far $XXXXX - 25.60"
X Link @gcmarbella 2025-10-20T15:49Z XXX followers, XX engagements
"@Broswar1 I don't think the merger if off but my expectation was that it would be completed in November 2025 and I have no confidence in that now. Rather allocate capital elsewhere. Might buy back at a lower price when I see how they respond to the UK"
X Link @gcmarbella 2025-10-20T16:06Z XXX followers, XX engagements
"@TylerEHand fundamentals haven't changed previous investors selling because of a failed merger / privatization. new investors bullish on Trump North Carolina South Carolina and Georgia homebuilding"
X Link @gcmarbella 2025-10-20T16:53Z XXX followers, XXX engagements
"@TylerEHand @Jake__Wujastyk @RobinhoodApp robinhood is terrible avoid it"
X Link @gcmarbella 2025-10-20T19:42Z XXX followers, XXX engagements
"YTD 2025 so far $FNMA $FNMAS"
X Link @gcmarbella 2025-10-17T11:25Z XXX followers, XXX engagements
"To compete with GenAI and still satisfy regulators $GETY and $SSTK should explore merging their stock photography businesses and keep one but not both of the editorial arms. Very doubtful this can be executed in 2025"
X Link @gcmarbella 2025-10-20T15:31Z XXX followers, XXX engagements
"@RobTVDC @pulte @FHFA @FannieMae We need a National Housing Emergency Declaration via EO by President Trump"
X Link @gcmarbella 2025-10-21T16:09Z XXX followers, XX engagements
"What publicly traded companies will benefit the most from the upcoming Trump Housing Boom $DHI $LEN $PHM $HD $LOW"
X Link @gcmarbella 2025-10-13T19:44Z XXX followers, XXX engagements
"'Something major may be brewing in the world of Fannie Mae and Freddie Mac the government-sponsored enterprises that sit at the heart of Americas mortgage market.' $FNMA $FNMAS"
X Link @gcmarbella 2025-10-15T11:21Z XXX followers, 4266 engagements
"Q4 2025 so far $FNMA $FNMAS"
X Link @gcmarbella 2025-10-17T11:24Z XXX followers, XXX engagements
"President Trump will release Fannie and Freddie from conservatorship. It will be a yuge IPO. Probably in 2026. Expect a bigly valuation approaching $X Trillion"
X Link @gcmarbella 2025-10-20T11:56Z XXX followers, 1553 engagements
""It just so happens that a GSE stock offering might be in the works and may be forthcoming." $FNMA $FNMAS"
X Link @gcmarbella 2025-10-20T19:41Z XXX followers, 2185 engagements
""Trump administration weighing Fannie Freddie offering as soon as end-2025 FHFA director says" $FNMA $FNMAS"
X Link @gcmarbella 2025-10-21T11:05Z XXX followers, XXX engagements
"Approaching one year of President Donald Trump's historic victory at the polls. Americans voted and gave him a mandate. $FNMA $FNMAS"
X Link @gcmarbella 2025-10-21T11:23Z XXX followers, XXX engagements
"President Trump should sign an EO declaring a National Housing Emergency. Release land spur building and release Fannie and Freddie from conservatorship"
X Link @gcmarbella 2025-10-21T11:31Z XXX followers, XX engagements
""Homebuilder Pultegroup on Tuesday posted a XX% fall in third-quarter profit as buyer incentives squeezed home sales margins amid high interest rates and persistent inflation" $PHM Home ownership is a national crises that needs to be addressed. @SecScottBessent"
X Link @gcmarbella 2025-10-21T11:33Z XXX followers, XX engagements
"13 minutes into the interview and all Mamdani talk"
X Link @gcmarbella 2025-10-21T12:48Z XXX followers, XX engagements
"Bill Ackman: Zohran Mamdani is accurate in identifying NYC's problems but his policies are wrong"
X Link @gcmarbella 2025-10-21T15:48Z XXX followers, XXX engagements
"Retail investors need Bill Ackman to share his updated base case for $FNMA and $FMCC assuming Trumps $X Trillion valuation"
X Link @gcmarbella 2025-10-13T10:45Z XXX followers, 6875 engagements
"Markets waiting on Bill Ackman's latest base case for $FNMA $FMCC"
X Link @gcmarbella 2025-10-14T15:17Z XXX followers, 2290 engagements
"I imagine the next big move up for $FNMA and $FMCC will come after Maria Bartiromo breaks news on the IPO timeline and/or lead bankers"
X Link @gcmarbella 2025-10-15T21:28Z XXX followers, 2041 engagements
""Conclusion: Key Takeaways for Investors on GSE Privatization" $FNMA $FNMAS"
X Link @gcmarbella 2025-10-16T10:46Z XXX followers, 1312 engagements
"Both $FMCC and $SSTK up early on"
X Link @gcmarbella 2025-10-16T13:54Z XXX followers, XXX engagements
""In particular I encourage F2 shareholders to express their views on how the exit from conservatorship should be handled by the government." $FNMA $FMCC"
X Link @gcmarbella 2025-10-16T18:02Z XXX followers, 1361 engagements
"We might get a X Spaces Ackman vs Mamdani chat before we get an updated Spaces about the new base case for $FNMA $FMCC"
X Link @gcmarbella 2025-10-16T19:01Z XXX followers, XXX engagements
"Closing bell $FNMA +3.6% $FMCC +2.6% $FNMAS +1.1%"
X Link @gcmarbella 2025-10-16T20:00Z XXX followers, 1037 engagements
"Roadmap: - End the Government shutdown - Meetings with President Xi in South Korea - Ukraine v Russia peace deal - Decide on $FNMA $FMCC IPO bankers - Deem the SPSPAs repaid - Announce IPO date"
X Link @gcmarbella 2025-10-17T12:05Z XXX followers, 3023 engagements
"The great @BillAckman going to talk markets on @SquawkCNBC this morning probably some Mamdani talk too"
X Link @gcmarbella 2025-10-21T11:26Z XXX followers, XXX engagements
"Pultegroup Q3 profit falls on weaker margins amid slowing home sales $PHM"
X Link @gcmarbella 2025-10-21T11:32Z XXX followers, XX engagements
"@910mike Mamdani New York elections"
X Link @gcmarbella 2025-10-21T12:49Z XXX followers, XXX engagements
"Huge IPO bear $FNMA $FNMAS"
X Link @gcmarbella 2025-10-21T12:56Z XXX followers, XXX engagements
"Trump admin evaluating Fannie Mae and Freddie Mac public offering for end-2025"
X Link @gcmarbella 2025-10-21T15:58Z XXX followers, XX engagements
"'Timing of the "IPO" depends on political factors but both common and preferreds present compelling opportunities as the end of conservatorship approaches.'"
X Link @gcmarbella 2025-10-15T11:15Z XXX followers, XXX engagements
"They are pessimistic at the MBA because they do not yet know the details of the Yuge housing stimulus package that President Trump is planning. It will lift the mortgage market housing market and $FNMA $FMCC"
X Link @gcmarbella 2025-10-20T11:13Z XXX followers, 1077 engagements
"One Year chart comparing $BTC to $FNMA and $FMCC"
X Link @gcmarbella 2025-10-20T11:15Z XXX followers, 2007 engagements
"CMA on $GETY $SSTK merger plans: 'a substantial lessening of competition in (i) the supply of editorial content in the UK and (ii) the supply of stock content globally (including in the UK)'"
X Link @gcmarbella 2025-10-20T13:08Z XXX followers, XXX engagements
"Now $GETY and $SSTK will have the amend their merger agreement by October XX otherwise face more scrutiny by UK regulators 'As the CMA has found that the Merger gives rise to a realistic prospect of an SLC the Parties have until XX October 2025'"
X Link @gcmarbella 2025-10-20T13:09Z XXX followers, XXX engagements
"CMA on $GETY $SSTK effects on competition of the Merger"
X Link @gcmarbella 2025-10-20T13:10Z XXX followers, XXX engagements
"Possible solution for the $GETY $SSTK merger would be to keep Getty Images Editorial and Shutterstock Editorial as separate and competing entities and proceed with merging the core areas of the business that face GenAI challenges. Would lead to a slightly lower valuation"
X Link @gcmarbella 2025-10-20T13:13Z XXX followers, XXX engagements
"Bill Ackman will be on Squawk Box this morning. Tune in 8:30AM ET. $FNMA $FNMAS"
X Link @gcmarbella 2025-10-21T11:12Z XXX followers, 5194 engagements
"Markets halved $UHG market cap down to $119M which is tiny for a publicly traded company. Heavy inside ownership and potential for growth if and when President Trump tackles the national housing problem"
X Link @gcmarbella 2025-10-21T11:29Z XXX followers, XXX engagements
"52 week high for $FREJP Everybody else still trading under their XX week high $FNMA $FNMAS"
X Link @gcmarbella 2025-10-21T15:57Z XXX followers, XXX engagements
"Market cap for $UHG dropped to $119M now at a Price to Book ratio of 1.56x. Compare it to a P/B 1.9x for larger builders like PulteGroup and DR Horton or 1.7x for Lennar $PHM $DHI $LEN"
X Link @gcmarbella 2025-10-21T17:36Z XXX followers, XXX engagements
"Home ownership is only going to get worse unless President Trump signs an EO for a National Housing Emergency Declaration"
X Link @gcmarbella 2025-10-22T11:30Z XXX followers, XX engagements