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[@WaterportCap](/creator/twitter/WaterportCap)
"The MBA projects a +12% CAGR in originations through 2027 fueled by +7% purchase volume and +27% refi growth as rates stabilize. Mortgage inquiries are still XX% below pre-COVID peaksplenty of runway for a snapback. $TRU $FICO $EFX $ICE"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1940054176773677352) 2025-07-01 14:25:34 UTC XX followers, XXX engagements


"$FICO Seiberg added that the revised policy might actually help FICO in the long run by sidestepping the forced dual-score structure that could have increased familiarity with its rival. FHFA Director Pulte may end up safeguarding FICOs dominant position"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1943629157486711072) 2025-07-11 11:11:16 UTC XX followers, XXX engagements


"Quality drawdown watch: $FICO -XXXX% $DHR -XXXX% $ASML -XXXX% $6861.T -27.7%"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1945872210846978200) 2025-07-17 15:44:22 UTC XX followers, XX engagements


"$CWAN $ENFN pro forma P&L. G&A at ENFN high - XX% of revenue. Easy cost out job. I like it"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1942624897043423430) 2025-07-08 16:40:42 UTC XX followers, XXX engagements


"we caution against turning broadly bullish on FA/machinery companies even though the current situation may appear to represent a major trough $6861 $CGNX"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1940045018980360555) 2025-07-01 13:49:11 UTC XX followers, XXX engagements


""We cant emphasize enough how much website publishers are getting crushed by AI." - The Information Short basket: $BZFD $IAC $TBLA $CRTO $NRDS $ANGI $CHGG $SEMR"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1943314734645748073) 2025-07-10 14:21:52 UTC XX followers, XXX engagements


"$CWAN looking kind of reasonable here Or is it a levered spaghetti monster now"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1940423202817323326) 2025-07-02 14:51:57 UTC XX followers, 1126 engagements


"Nice timing lol let's go $FICO "BMO Capital Initiates Fair Isaac at Outperform With $2000 Price Target""  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1943330438342144044) 2025-07-10 15:24:16 UTC XX followers, XX engagements


"@DurableGrowth5 Yep and with MSCI you can typically take comfort knowing they will be buying back shares in size as well"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1947804476233916734) 2025-07-22 23:42:30 UTC XX followers, XX engagements


"$TRU trading at 0.7x $EFX. Kind of troughy"  
![@WaterportCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1892196556650287104.png) [@WaterportCap](/creator/x/WaterportCap) on [X](/post/tweet/1940222785990926492) 2025-07-02 01:35:34 UTC XX followers, XXX engagements