LunarCrush LLM | creator/twitter::1938694914969346048/posts

[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.]

[@GlencoCapital](/creator/twitter/GlencoCapital)
"We believe Pultes comment stating that both $FNMA and $FMCC are worth around $500700B is not an arbitrary figure. He knows exactly what the banks have pitched the Administration and that this will be the ballpark and historical valuation benchmarks point in the same direction. He also stated that IPO will be grossly oversubscribed. another positive sign is Sec. Bessent acknowledged the need for small shareholders in the IPO"  
[X Link](https://x.com/GlencoCapital/status/1975558324843139278) [@GlencoCapital](/creator/x/GlencoCapital) 2025-10-07T13:46Z XXX followers, 13.6K engagements


"Did @pulte send this to DJT This is good news the more the administration talks about this the more confident we can be that a highly dilutive outcome is unlikely for $FNMA & $FMCC"  
[X Link](https://x.com/GlencoCapital/status/1977158140400734485) [@GlencoCapital](/creator/x/GlencoCapital) 2025-10-11T23:43Z XXX followers, 3801 engagements


"While this is good news we care more about the structure of the deal rather than timing. Our $FNMA thesis is worried about the cap structure as Pulte has pointed out the risks once more. This risk commentary resembles the ones we see in a typical Safe Harbor from public companies. Which in our view is a hint on itself. Thus the move from today seems now justified. The remaining question is why would Pulte mention the risks anytime he mentions $FNMA & $FMCC if not for legal requirements and/or to avoid litigation once a deal is live. Furthermore it is important to note that no Directors or"  
[X Link](https://x.com/GlencoCapital/status/1980404909511176330) [@GlencoCapital](/creator/x/GlencoCapital) 2025-10-20T22:44Z XXX followers, 6904 engagements


"@UncleAlpha007 Yeah that was an interesting comment from him what do you make of all these risk disclosures"  
[X Link](https://x.com/GlencoCapital/status/1980423139566973023) [@GlencoCapital](/creator/x/GlencoCapital) 2025-10-20T23:57Z 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.]

@GlencoCapital "We believe Pultes comment stating that both $FNMA and $FMCC are worth around $500700B is not an arbitrary figure. He knows exactly what the banks have pitched the Administration and that this will be the ballpark and historical valuation benchmarks point in the same direction. He also stated that IPO will be grossly oversubscribed. another positive sign is Sec. Bessent acknowledged the need for small shareholders in the IPO"
X Link @GlencoCapital 2025-10-07T13:46Z XXX followers, 13.6K engagements

"Did @pulte send this to DJT This is good news the more the administration talks about this the more confident we can be that a highly dilutive outcome is unlikely for $FNMA & $FMCC"
X Link @GlencoCapital 2025-10-11T23:43Z XXX followers, 3801 engagements

"While this is good news we care more about the structure of the deal rather than timing. Our $FNMA thesis is worried about the cap structure as Pulte has pointed out the risks once more. This risk commentary resembles the ones we see in a typical Safe Harbor from public companies. Which in our view is a hint on itself. Thus the move from today seems now justified. The remaining question is why would Pulte mention the risks anytime he mentions $FNMA & $FMCC if not for legal requirements and/or to avoid litigation once a deal is live. Furthermore it is important to note that no Directors or"
X Link @GlencoCapital 2025-10-20T22:44Z XXX followers, 6904 engagements

"@UncleAlpha007 Yeah that was an interesting comment from him what do you make of all these risk disclosures"
X Link @GlencoCapital 2025-10-20T23:57Z XXX followers, XXX engagements