[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.] #  @midas79_ midas79 midas79 posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1172545701571682304/interactions)  - X Week XXXXXX +169% - X Month XXXXXX -XX% - X Months XXXXXXX +333% - X Year XXXXXXX +1,075% ### Mentions: XX [#](/creator/twitter::1172545701571682304/posts_active)  - X Week XX +142% - X Month XXX +29% - X Months XXX +410% - X Year XXX +1,183% ### Followers: XXX [#](/creator/twitter::1172545701571682304/followers)  - X Week XXX +0.81% - X Month XXX +0.46% - X Months XXX +21% - X Year XXX +25% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1172545701571682304/influencer_rank)  ### Social Influence [#](/creator/twitter::1172545701571682304/influence) --- **Social category influence** [finance](/list/finance) XXXX% **Social topic influence** [$fnma](/topic/$fnma) #30, [$fmcc](/topic/$fmcc) #22, [$fnmas](/topic/$fnmas) #7, [$fmckj](/topic/$fmckj) #5, [ipo](/topic/ipo) #457, [$fnmat](/topic/$fnmat) #5, [holders](/topic/holders) #1419, [$1b](/topic/$1b) 1.61%, [doj](/topic/doj) 1.61%, [$1016bn](/topic/$1016bn) XXXX% **Top accounts mentioned or mentioned by** [@holdenwalker99](/creator/undefined) [@f2commonsense](/creator/undefined) [@billackman](/creator/undefined) [@gsehotline](/creator/undefined) [@thejackal1997](/creator/undefined) [@fishermanjuice](/creator/undefined) [@mnuchindilutio1](/creator/undefined) [@jm16jm16](/creator/undefined) [@middlemgmt1](/creator/undefined) [@leogoldendoodle](/creator/undefined) [@mark7091](/creator/undefined) [@pulte](/creator/undefined) [@mattmilim](/creator/undefined) [@mark_7091](/creator/undefined) [@jbrandimore](/creator/undefined) [@denvercanfield](/creator/undefined) [@unclealpha007](/creator/undefined) [@fanniegate101](/creator/undefined) [@revgalerivs](/creator/undefined) [@the_jackal1997](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1172545701571682304/posts) --- Top posts by engagements in the last XX hours "Good list. Notes: 1) "win/win for everyone" doesn't have to include current shareholders 2) UST gets more common div $$ w/higher % common ownership 3) No need to amend ERCF w/consent decree for divs 4) Paid-for backstop already exists in SPSPAs $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/midas79_/status/1973110344164786480) [@midas79_](/creator/x/midas79_) 2025-09-30T19:38Z XXX followers, 3139 engagements "An unfortunate piece of bad analysis by @rule_of_law_guy. Nothing stops FnF at FHFA's direction from *offering* SPS/common exchange to UST. This does NOT require a SPSPA amendment. This fallacy undermines essentially the entire article. $FNMA $FMCC $FNMAS $FMCKJ 1/" [X Link](https://x.com/midas79_/status/1973870511651500208) [@midas79_](/creator/x/midas79_) 2025-10-02T21:59Z XXX followers, 10.6K engagements "The beat goes on. Liquid series $FNMAS $FMCKJ $FNMAT and other high div series $FNMAJ $FNMAI $FMCCT are having a nice day. Lower div series like $FNMAH $FNMAN $FMCCM $FMCCJ struggling though $FMCCN is up. $FNMFN not up as much but imo it is a good buy at $30.40" [X Link](https://x.com/midas79_/status/1974179215420555412) [@midas79_](/creator/x/midas79_) 2025-10-03T18:26Z XXX followers, 1227 engagements "@GSEHotline @BillAckman If a preferred share like $FNMAS or $FMCKJ has stated value/liq pref of $XX & holders get paid a $XXXX div does stated value/liq pref go down to $XXXXX No. It stays at $XX. The same reasoning applies w/SPS. SPS LP never went down when FnF paid divs bc that's how equity works" [X Link](https://x.com/midas79_/status/1978826359347515904) [@midas79_](/creator/x/midas79_) 2025-10-16T14:12Z XXX followers, XXX engagements "@BillAckman Bill stop lying to your fellow $FNMA $FMCC shareholders. You're embarrassing yourself. Original SPSPAs terms PROHIBITED redemption of the SPS. Every $ of the 301B was accounted for in FnF's 10-K/10-Q forms. SPS LP = 355B and 355B 301B. Do better" [X Link](https://x.com/midas79_/status/1978843061460271534) [@midas79_](/creator/x/midas79_) 2025-10-16T15:18Z XXX followers, 6597 engagements "@F2commonSense @GSEHotline My point is that Trump XXX (and even 2.0) has had ample opportunity to "do right by shareholders" and has consistently not done so. Even sometimes the opposite (defending NWS in court appealing the jury verdict). I see no reason to expect that to change" [X Link](https://x.com/midas79_/status/1980273757739794578) [@midas79_](/creator/x/midas79_) 2025-10-20T14:03Z XXX followers, XX engagements "@HoldenWalker99 @douroSpain100 Local shareholder continues to conflate good news for FnF w/good news for $FNMA $FMCC shareholders. *yawn* When one realizes it's easily possible that interests of the American people in the commercial and common are opposed instead of aligned that's when one glimpses the axe" [X Link](https://x.com/midas79_/status/1980267425372262530) [@midas79_](/creator/x/midas79_) 2025-10-20T13:38Z XXX followers, XXX engagements "Day XXX. $FNMA $FMCC" [X Link](https://x.com/midas79_/status/1980268730538934275) [@midas79_](/creator/x/midas79_) 2025-10-20T13:43Z XXX followers, 1613 engagements "@HoldenWalker99 @GerhardtMeyer1 @pulte People interpret Pulte's warnings as a *good* sign Who on earth "pumps" a stock by telling investors to read a list of warnings Both warnings were directly after $1T valuation talk by Trump. Most likely it's warning that little of that $1T will accrue to current shareholders" [X Link](https://x.com/midas79_/status/1980642398507340133) [@midas79_](/creator/x/midas79_) 2025-10-21T14:28Z XXX followers, XXX engagements "Citi can tell Trump exactly how to deal with those pesky preferred shareholders: offer them such a generous exchange for common shares that XX% accept. Bonus: it would add $33B to FnF's CET1 capital in an instant at zero cost. $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/midas79_/status/1953208964256075883) [@midas79_](/creator/x/midas79_) 2025-08-06T21:38Z XXX followers, 5133 engagements "Don't be fooled by this. Section 3(b) is in the original stock certificate. The only change here was to allow for email notification instead of first class mail postage prepaid. It isn't huge news. It's a totally trivial change. $FNMA $FMCC 1/" [X Link](https://x.com/midas79_/status/1963997478358831538) [@midas79_](/creator/x/midas79_) 2025-09-05T16:07Z XXX followers, 2267 engagements "FnF have NEVER had the ability to pay down LP increases due to draws & retained earnings from LAs (which account for entire LP other than initial $1B) while funding commitment exists. Even if NWS had never happened FnF couldn't pay down the LP. 2/" [X Link](https://x.com/midas79_/status/1963997480044872103) [@midas79_](/creator/x/midas79_) 2025-09-05T16:07Z XXX followers, 5264 engagements "Thread about "no conversion rights" common nonsense. tl;dr SPS *can* be turned into common either by having it be an exchange offer (like Citi) or amending the agreement. $FNMA $FMCC $FNMAS $FMCKJ 1/" [X Link](https://x.com/midas79_/status/1973013275039400092) [@midas79_](/creator/x/midas79_) 2025-09-30T13:13Z XXX followers, 1816 engagements "This is a clear shot across the bow to current shareholders. IPO buyers won't be subject to many of these risks bc they won't buy while they exist (mainly the ones tied to UST and the SPS). 1/ $FNMA $FMCC $FNMAS $FMCKJ" [X Link](https://x.com/midas79_/status/1977555605104779696) [@midas79_](/creator/x/midas79_) 2025-10-13T02:02Z XXX followers, 2756 engagements "Another much less obvious but potentially very important consequence of this tweet has to do with the jury trial that resulted in shareholders getting a small fraction of what they sought and is being appealed by FnF/FHFA. $FNMA $FMCC $FNMAS $FMCKJ 1/" [X Link](https://x.com/midas79_/status/1977560750991511936) [@midas79_](/creator/x/midas79_) 2025-10-13T02:23Z XXX followers, 3489 engagements ""Treasury could claim it is recapitalizing the companies via SPS conversion to commons." This is a great argument that I hadn't considered before. However it is FHFA not UST that would need to make that argument. $FNMA $FMCC $FNMAS $FMCKJ 1/" [X Link](https://x.com/midas79_/status/1978473814678770052) [@midas79_](/creator/x/midas79_) 2025-10-15T14:51Z XXX followers, 3972 engagements "@GSEHotline @BillAckman The words "principal"/"interest"/"owed" apply to loans not equity. SPS are equity not a loan Dividends don't pay down equity. All divs (pre & post NWS) were accounted for by reducing cash & retained earnings on the bal sht. That's why there's such a huge accumulated deficit" [X Link](https://x.com/midas79_/status/1978823358247469559) [@midas79_](/creator/x/midas79_) 2025-10-16T14:00Z XXX followers, XXX engagements "@GSEHotline @BillAckman fwiw I'm not trying to be contentious either it's just that character limits prevent most niceties w/o splitting off threads like this. SPS non-repayability is a huge deal bc once one realizes that Ackman is wrong about it his entire $FNMA $FMCC ownership thesis collapses" [X Link](https://x.com/midas79_/status/1978832185143501151) [@midas79_](/creator/x/midas79_) 2025-10-16T14:35Z XXX followers, XXX engagements "@Fanniegate101 @revgalerivs @HoldenWalker99 @FHFA A sure sign @BillAckman is negotiating from a position of weakness. No need for him to post if he had any actual power. It's unnecessary anyway. There were always going to be dozens of inane comments from unhinged $FNMA $FMCC shareholders. A few dozen more won't move the needle" [X Link](https://x.com/midas79_/status/1978848128540262693) [@midas79_](/creator/x/midas79_) 2025-10-16T15:38Z XXX followers, XXX engagements "@Fanniegate101 @revgalerivs @HoldenWalker99 @FHFA @BillAckman Not to mention @BillAckman is barking up the wrong tree. It's UST that'll decide fate of SPS. Why would comments on an at-best-tangentially-related FHFA site sway UST at all The purpose isn't to effect change. It's to pump $FNMA $FMCC shares. Don't be Ackman's exit liquidity" [X Link](https://x.com/midas79_/status/1978851161340887115) [@midas79_](/creator/x/midas79_) 2025-10-16T15:50Z XXX followers, XXX engagements "@rule_of_law_guy @BillAckman The line of credit (funding commitment) has been in place since 2008 rendering your first sentence irrelevant. Again the original terms *prohibited* voluntary repayment and those terms were overwritten by the NWS (meaning SPS have NOT been paid off: 355B 301B)" [X Link](https://x.com/midas79_/status/1980261922118238350) [@midas79_](/creator/x/midas79_) 2025-10-20T13:16Z XXX followers, XX engagements "@F2commonSense @GSEHotline It's bc the defendants were FnF themselves. UST wasn't a party to the suit at all and FHFA was only involved bc it's the one who made the decision (as conservator) for FnF to sign the NWS. Trump XXX support of NWS was evident by UST (via DOJ) defending it in court" [X Link](https://x.com/midas79_/status/1980262287966437493) [@midas79_](/creator/x/midas79_) 2025-10-20T13:18Z XXX followers, XX engagements "@GSEHotline @BillAckman What Ackman said is XXX% factually wrong. FnF have NEVER been able to voluntarily repay LP so when he says deeming SPS repaid conforms to original contract terms he's lying. Me calling NWS absurd doesn't change that. Trump 1.0's DOJ defended NWS tooth and nail in court btw" [X Link](https://x.com/midas79_/status/1980268630479663580) [@midas79_](/creator/x/midas79_) 2025-10-20T13:43Z XXX followers, XX engagements "@octogone20 @MisterAccord @MattMilim imo $FNMAS has a lot more clout than $FNMAT: much larger issue ($7B total par vs $2B) + call protection until 12/31/30 (if not called on 12/31/25 which there likely isn't time for). $FNMAT is clear #2 for Fannie no call prot. $FMCKJ is the XXX lb gorilla of Freddie JPS" [X Link](https://x.com/midas79_/status/1980624612359635288) [@midas79_](/creator/x/midas79_) 2025-10-21T13:18Z XXX followers, XX engagements "@AustinH26415112 This reads like you asked an AI to summarize Ackman's points. Ackman voted Biden in 2020 & backed Dean Phillips in early 2024. He's an opportunist not some longtime steadfast Trump supporter. Senior prefs are *by far* the most important consideration for $FNMA $FMCC holders" [X Link](https://x.com/midas79_/status/1980691371167264903) [@midas79_](/creator/x/midas79_) 2025-10-21T17:43Z XXX followers, 1284 engagements "@GSEHotline imo if UST really does want to both convert SPS and walk the price down before IPO it would be easiest to tell the IPO underwriting banks (they need to know anyway) and let their employees leak it. Gvmt shutdown has delayed the bank hiring which would delay this leak too" [X Link](https://x.com/midas79_/status/1981007239801655464) [@midas79_](/creator/x/midas79_) 2025-10-22T14:38Z 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.]
@midas79_ midas79
midas79 posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +169%
- X Month XXXXXX -XX%
- X Months XXXXXXX +333%
- X Year XXXXXXX +1,075%
Mentions: XX #
- X Week XX +142%
- X Month XXX +29%
- X Months XXX +410%
- X Year XXX +1,183%
Followers: XXX #
- X Week XXX +0.81%
- X Month XXX +0.46%
- X Months XXX +21%
- X Year XXX +25%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX%
Social topic influence $fnma #30, $fmcc #22, $fnmas #7, $fmckj #5, ipo #457, $fnmat #5, holders #1419, $1b 1.61%, doj 1.61%, $1016bn XXXX%
Top accounts mentioned or mentioned by @holdenwalker99 @f2commonsense @billackman @gsehotline @thejackal1997 @fishermanjuice @mnuchindilutio1 @jm16jm16 @middlemgmt1 @leogoldendoodle @mark7091 @pulte @mattmilim @mark_7091 @jbrandimore @denvercanfield @unclealpha007 @fanniegate101 @revgalerivs @the_jackal1997
Top Social Posts #
Top posts by engagements in the last XX hours
"Good list. Notes: 1) "win/win for everyone" doesn't have to include current shareholders 2) UST gets more common div $$ w/higher % common ownership 3) No need to amend ERCF w/consent decree for divs 4) Paid-for backstop already exists in SPSPAs $FNMA $FMCC $FNMAS $FMCKJ"
X Link @midas79_ 2025-09-30T19:38Z XXX followers, 3139 engagements
"An unfortunate piece of bad analysis by @rule_of_law_guy. Nothing stops FnF at FHFA's direction from offering SPS/common exchange to UST. This does NOT require a SPSPA amendment. This fallacy undermines essentially the entire article. $FNMA $FMCC $FNMAS $FMCKJ 1/"
X Link @midas79_ 2025-10-02T21:59Z XXX followers, 10.6K engagements
"The beat goes on. Liquid series $FNMAS $FMCKJ $FNMAT and other high div series $FNMAJ $FNMAI $FMCCT are having a nice day. Lower div series like $FNMAH $FNMAN $FMCCM $FMCCJ struggling though $FMCCN is up. $FNMFN not up as much but imo it is a good buy at $30.40"
X Link @midas79_ 2025-10-03T18:26Z XXX followers, 1227 engagements
"@GSEHotline @BillAckman If a preferred share like $FNMAS or $FMCKJ has stated value/liq pref of $XX & holders get paid a $XXXX div does stated value/liq pref go down to $XXXXX No. It stays at $XX. The same reasoning applies w/SPS. SPS LP never went down when FnF paid divs bc that's how equity works"
X Link @midas79_ 2025-10-16T14:12Z XXX followers, XXX engagements
"@BillAckman Bill stop lying to your fellow $FNMA $FMCC shareholders. You're embarrassing yourself. Original SPSPAs terms PROHIBITED redemption of the SPS. Every $ of the 301B was accounted for in FnF's 10-K/10-Q forms. SPS LP = 355B and 355B 301B. Do better"
X Link @midas79_ 2025-10-16T15:18Z XXX followers, 6597 engagements
"@F2commonSense @GSEHotline My point is that Trump XXX (and even 2.0) has had ample opportunity to "do right by shareholders" and has consistently not done so. Even sometimes the opposite (defending NWS in court appealing the jury verdict). I see no reason to expect that to change"
X Link @midas79_ 2025-10-20T14:03Z XXX followers, XX engagements
"@HoldenWalker99 @douroSpain100 Local shareholder continues to conflate good news for FnF w/good news for $FNMA $FMCC shareholders. yawn When one realizes it's easily possible that interests of the American people in the commercial and common are opposed instead of aligned that's when one glimpses the axe"
X Link @midas79_ 2025-10-20T13:38Z XXX followers, XXX engagements
"Day XXX. $FNMA $FMCC"
X Link @midas79_ 2025-10-20T13:43Z XXX followers, 1613 engagements
"@HoldenWalker99 @GerhardtMeyer1 @pulte People interpret Pulte's warnings as a good sign Who on earth "pumps" a stock by telling investors to read a list of warnings Both warnings were directly after $1T valuation talk by Trump. Most likely it's warning that little of that $1T will accrue to current shareholders"
X Link @midas79_ 2025-10-21T14:28Z XXX followers, XXX engagements
"Citi can tell Trump exactly how to deal with those pesky preferred shareholders: offer them such a generous exchange for common shares that XX% accept. Bonus: it would add $33B to FnF's CET1 capital in an instant at zero cost. $FNMA $FMCC $FNMAS $FMCKJ"
X Link @midas79_ 2025-08-06T21:38Z XXX followers, 5133 engagements
"Don't be fooled by this. Section 3(b) is in the original stock certificate. The only change here was to allow for email notification instead of first class mail postage prepaid. It isn't huge news. It's a totally trivial change. $FNMA $FMCC 1/"
X Link @midas79_ 2025-09-05T16:07Z XXX followers, 2267 engagements
"FnF have NEVER had the ability to pay down LP increases due to draws & retained earnings from LAs (which account for entire LP other than initial $1B) while funding commitment exists. Even if NWS had never happened FnF couldn't pay down the LP. 2/"
X Link @midas79_ 2025-09-05T16:07Z XXX followers, 5264 engagements
"Thread about "no conversion rights" common nonsense. tl;dr SPS can be turned into common either by having it be an exchange offer (like Citi) or amending the agreement. $FNMA $FMCC $FNMAS $FMCKJ 1/"
X Link @midas79_ 2025-09-30T13:13Z XXX followers, 1816 engagements
"This is a clear shot across the bow to current shareholders. IPO buyers won't be subject to many of these risks bc they won't buy while they exist (mainly the ones tied to UST and the SPS). 1/ $FNMA $FMCC $FNMAS $FMCKJ"
X Link @midas79_ 2025-10-13T02:02Z XXX followers, 2756 engagements
"Another much less obvious but potentially very important consequence of this tweet has to do with the jury trial that resulted in shareholders getting a small fraction of what they sought and is being appealed by FnF/FHFA. $FNMA $FMCC $FNMAS $FMCKJ 1/"
X Link @midas79_ 2025-10-13T02:23Z XXX followers, 3489 engagements
""Treasury could claim it is recapitalizing the companies via SPS conversion to commons." This is a great argument that I hadn't considered before. However it is FHFA not UST that would need to make that argument. $FNMA $FMCC $FNMAS $FMCKJ 1/"
X Link @midas79_ 2025-10-15T14:51Z XXX followers, 3972 engagements
"@GSEHotline @BillAckman The words "principal"/"interest"/"owed" apply to loans not equity. SPS are equity not a loan Dividends don't pay down equity. All divs (pre & post NWS) were accounted for by reducing cash & retained earnings on the bal sht. That's why there's such a huge accumulated deficit"
X Link @midas79_ 2025-10-16T14:00Z XXX followers, XXX engagements
"@GSEHotline @BillAckman fwiw I'm not trying to be contentious either it's just that character limits prevent most niceties w/o splitting off threads like this. SPS non-repayability is a huge deal bc once one realizes that Ackman is wrong about it his entire $FNMA $FMCC ownership thesis collapses"
X Link @midas79_ 2025-10-16T14:35Z XXX followers, XXX engagements
"@Fanniegate101 @revgalerivs @HoldenWalker99 @FHFA A sure sign @BillAckman is negotiating from a position of weakness. No need for him to post if he had any actual power. It's unnecessary anyway. There were always going to be dozens of inane comments from unhinged $FNMA $FMCC shareholders. A few dozen more won't move the needle"
X Link @midas79_ 2025-10-16T15:38Z XXX followers, XXX engagements
"@Fanniegate101 @revgalerivs @HoldenWalker99 @FHFA @BillAckman Not to mention @BillAckman is barking up the wrong tree. It's UST that'll decide fate of SPS. Why would comments on an at-best-tangentially-related FHFA site sway UST at all The purpose isn't to effect change. It's to pump $FNMA $FMCC shares. Don't be Ackman's exit liquidity"
X Link @midas79_ 2025-10-16T15:50Z XXX followers, XXX engagements
"@rule_of_law_guy @BillAckman The line of credit (funding commitment) has been in place since 2008 rendering your first sentence irrelevant. Again the original terms prohibited voluntary repayment and those terms were overwritten by the NWS (meaning SPS have NOT been paid off: 355B 301B)"
X Link @midas79_ 2025-10-20T13:16Z XXX followers, XX engagements
"@F2commonSense @GSEHotline It's bc the defendants were FnF themselves. UST wasn't a party to the suit at all and FHFA was only involved bc it's the one who made the decision (as conservator) for FnF to sign the NWS. Trump XXX support of NWS was evident by UST (via DOJ) defending it in court"
X Link @midas79_ 2025-10-20T13:18Z XXX followers, XX engagements
"@GSEHotline @BillAckman What Ackman said is XXX% factually wrong. FnF have NEVER been able to voluntarily repay LP so when he says deeming SPS repaid conforms to original contract terms he's lying. Me calling NWS absurd doesn't change that. Trump 1.0's DOJ defended NWS tooth and nail in court btw"
X Link @midas79_ 2025-10-20T13:43Z XXX followers, XX engagements
"@octogone20 @MisterAccord @MattMilim imo $FNMAS has a lot more clout than $FNMAT: much larger issue ($7B total par vs $2B) + call protection until 12/31/30 (if not called on 12/31/25 which there likely isn't time for). $FNMAT is clear #2 for Fannie no call prot. $FMCKJ is the XXX lb gorilla of Freddie JPS"
X Link @midas79_ 2025-10-21T13:18Z XXX followers, XX engagements
"@AustinH26415112 This reads like you asked an AI to summarize Ackman's points. Ackman voted Biden in 2020 & backed Dean Phillips in early 2024. He's an opportunist not some longtime steadfast Trump supporter. Senior prefs are by far the most important consideration for $FNMA $FMCC holders"
X Link @midas79_ 2025-10-21T17:43Z XXX followers, 1284 engagements
"@GSEHotline imo if UST really does want to both convert SPS and walk the price down before IPO it would be easiest to tell the IPO underwriting banks (they need to know anyway) and let their employees leak it. Gvmt shutdown has delayed the bank hiring which would delay this leak too"
X Link @midas79_ 2025-10-22T14:38Z XXX followers, XX engagements