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#  @midas79_ midas79
midas79 posts on X about $fnmas, $fmckj, $fnma, $fmcc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
### Engagements: XXX [#](/creator/twitter::1172545701571682304/interactions)
- X Week XXXXXX +685%
- X Month XXXXXX -XX%
- X Months XXXXXXX +325%
- X Year XXXXXXX +1,061%
### Mentions: XX [#](/creator/twitter::1172545701571682304/posts_active)
- X Week XX +100%
- X Month XXX +40%
- X Months XXX +392%
- X Year XXX +1,155%
### Followers: XXX [#](/creator/twitter::1172545701571682304/followers)
- X Week XXX +0.69%
- X Month XXX +0.69%
- X Months XXX +21%
- X Year XXX +30%
### CreatorRank: XXXXXXXXX [#](/creator/twitter::1172545701571682304/influencer_rank)
### Social Influence [#](/creator/twitter::1172545701571682304/influence)
---
**Social category influence**
[finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX%
**Social topic influence**
[$fnmas](/topic/$fnmas) #3, [$fmckj](/topic/$fmckj) #2, [$fnma](/topic/$fnma) #21, [$fmcc](/topic/$fmcc) #9, [ipo](/topic/ipo) #485, [$fnmat](/topic/$fnmat) #6, [holders](/topic/holders) 0.78%, [imo](/topic/imo) 0.78%, [$fnman](/topic/$fnman) #1, [rates](/topic/rates) XXXX%
**Top accounts mentioned or mentioned by**
[@holdenwalker99](/creator/undefined) [@billackman](/creator/undefined) [@pulte](/creator/undefined) [@fishermanjuice](/creator/undefined) [@dragonstoscale](/creator/undefined) [@jbrandimore](/creator/undefined) [@jm16jm16](/creator/undefined) [@scottcov123](/creator/undefined) [@davejones406](/creator/undefined) [@thejackal1997](/creator/undefined) [@donotlose](/creator/undefined) [@middlemgmt1](/creator/undefined) [@leogoldendoodle](/creator/undefined) [@fanniemae](/creator/undefined) [@freddiemac](/creator/undefined) [@concernedctzn24](/creator/undefined) [@alexwil11433084](/creator/undefined) [@the_jackal1997](/creator/undefined) [@f2truth](/creator/undefined) [@ruleoflawguy](/creator/undefined)
### Top Social Posts [#](/creator/twitter::1172545701571682304/posts)
---
Top posts by engagements in the last XX hours
"@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
"@compound248 @HoldenWalker99 @AlexWil11433084 @jbrandimore imo the roughly X% gap between $FNMAS and $FMCKJ is about where it should be. There's some heavy lifting to be done before Fannie is ready to call $FNMAS: I expect it to survive the 12/31/25 call date. imo $FNMAT should be lower; it's the most likely to never receive another div"
[X Link](https://x.com/midas79_/status/1946291294873014443) [@midas79_](/creator/x/midas79_) 2025-07-18T19:29Z 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, 5132 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, 1808 engagements
"More block selling at low prices in the low divs yesterday. $FMCKK 600k $XXXXX $FMCCH 130k $XXXXX $FNMAO 250k $XXXXX $FNMAN 185k $XXXXX All at or below bid. Freddie floaters barely holding above $XX too. Market keeps pricing in div resumption or conversion based on div rates"
[X Link](https://x.com/midas79_/status/1976293978204143843) [@midas79_](/creator/x/midas79_) 2025-10-09T14:29Z XXX followers, 2385 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, 2732 engagements
"@MarkLelandMD No. You're assuming that $1T means the IPO will be priced at $1T which is completely unjustified. Pulte himself said $1T was a down-the-road valuation. A bank already told the WH that IPO valuation of even $500B is unrealistic. It's the market that will decide"
[X Link](https://x.com/midas79_/status/1977734655785787419) [@midas79_](/creator/x/midas79_) 2025-10-13T13:54Z XXX followers, XXX engagements
"@JohnCarey17 @MarkLelandMD Banks won't decide eventual valuation either. They'll set initial valuation but if that's 360B & market actually values FnF at 300B just means shares will immediately drop 16.7%. IPO needs to be priced at *low* valuation to paint it as a success (i.e. shares rise afterward)"
[X Link](https://x.com/midas79_/status/1977737909718446217) [@midas79_](/creator/x/midas79_) 2025-10-13T14:07Z XXX followers, XX engagements
"@GSEHotline @BillAckman The "stated pref" of SPS was XX% of LP/yr before NWS & became "all of FnF's net worth" after. UST never got a penny more than what it was contractually entitled to. $C pref holders got paid divs for yrs & then got exchanged for common based on full LP of their shares"
[X Link](https://x.com/midas79_/status/1978828060263580136) [@midas79_](/creator/x/midas79_) 2025-10-16T14:19Z XXX followers, XXX engagements
"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, 3130 engagements
"$FNMAI (6.75%) $FNMAJ (7.625%) $FNMAT (8.25%) have high fixed div rates none have call protection. $FNMAJ trades X% above $FNMAI but X% below $FNMAT & all are prime call/refi candidates if that route is taken. $FNMAJ is clearly the one to own of those X at current prices"
[X Link](https://x.com/midas79_/status/1973781390530650190) [@midas79_](/creator/x/midas79_) 2025-10-02T16:05Z XXX followers, 1622 engagements
"@Fanniegate101 @seaurchincevice @UncleAlpha007 Even if bank choices are internally known the banks can't start doing paperwork until officially hired. Still the real $FNMAS $FMCKJ (+ other JPS) catalyst isn't actual IPO but knowledge of SPS treatment. That should well predate the IPO and might leak out from hired banks"
[X Link](https://x.com/midas79_/status/1976667783384690768) [@midas79_](/creator/x/midas79_) 2025-10-10T15:14Z XXX followers, XXX 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, 3440 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, 3700 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, 2256 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, 5107 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, 1221 engagements
"Here's another important quote from that piece. Note who isn't included in that list: current shareholders. ("investors" are those who would be buying shares in the IPO) Caveat emptor. $FNMA $FMCC $FNMAS $FMCKJ"
[X Link](https://x.com/midas79_/status/1976296567570096492) [@midas79_](/creator/x/midas79_) 2025-10-09T14:39Z XXX followers, 3172 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
"@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, 6484 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 $fnmas, $fmckj, $fnma, $fmcc 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 +685%
- X Month XXXXXX -XX%
- X Months XXXXXXX +325%
- X Year XXXXXXX +1,061%
Mentions: XX #
- X Week XX +100%
- X Month XXX +40%
- X Months XXX +392%
- X Year XXX +1,155%
Followers: XXX #
- X Week XXX +0.69%
- X Month XXX +0.69%
- X Months XXX +21%
- X Year XXX +30%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX%
Social topic influence $fnmas #3, $fmckj #2, $fnma #21, $fmcc #9, ipo #485, $fnmat #6, holders 0.78%, imo 0.78%, $fnman #1, rates XXXX%
Top accounts mentioned or mentioned by @holdenwalker99 @billackman @pulte @fishermanjuice @dragonstoscale @jbrandimore @jm16jm16 @scottcov123 @davejones406 @thejackal1997 @donotlose @middlemgmt1 @leogoldendoodle @fanniemae @freddiemac @concernedctzn24 @alexwil11433084 @the_jackal1997 @f2truth @ruleoflawguy
Top Social Posts #
Top posts by engagements in the last XX hours
"@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
"@compound248 @HoldenWalker99 @AlexWil11433084 @jbrandimore imo the roughly X% gap between $FNMAS and $FMCKJ is about where it should be. There's some heavy lifting to be done before Fannie is ready to call $FNMAS: I expect it to survive the 12/31/25 call date. imo $FNMAT should be lower; it's the most likely to never receive another div"
X Link @midas79_ 2025-07-18T19:29Z 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, 5132 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, 1808 engagements
"More block selling at low prices in the low divs yesterday. $FMCKK 600k $XXXXX $FMCCH 130k $XXXXX $FNMAO 250k $XXXXX $FNMAN 185k $XXXXX All at or below bid. Freddie floaters barely holding above $XX too. Market keeps pricing in div resumption or conversion based on div rates"
X Link @midas79_ 2025-10-09T14:29Z XXX followers, 2385 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, 2732 engagements
"@MarkLelandMD No. You're assuming that $1T means the IPO will be priced at $1T which is completely unjustified. Pulte himself said $1T was a down-the-road valuation. A bank already told the WH that IPO valuation of even $500B is unrealistic. It's the market that will decide"
X Link @midas79_ 2025-10-13T13:54Z XXX followers, XXX engagements
"@JohnCarey17 @MarkLelandMD Banks won't decide eventual valuation either. They'll set initial valuation but if that's 360B & market actually values FnF at 300B just means shares will immediately drop 16.7%. IPO needs to be priced at low valuation to paint it as a success (i.e. shares rise afterward)"
X Link @midas79_ 2025-10-13T14:07Z XXX followers, XX engagements
"@GSEHotline @BillAckman The "stated pref" of SPS was XX% of LP/yr before NWS & became "all of FnF's net worth" after. UST never got a penny more than what it was contractually entitled to. $C pref holders got paid divs for yrs & then got exchanged for common based on full LP of their shares"
X Link @midas79_ 2025-10-16T14:19Z XXX followers, XXX engagements
"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 $FMCKJ"
X Link @midas79_ 2025-09-30T19:38Z XXX followers, 3130 engagements
"$FNMAI (6.75%) $FNMAJ (7.625%) $FNMAT (8.25%) have high fixed div rates none have call protection. $FNMAJ trades X% above $FNMAI but X% below $FNMAT & all are prime call/refi candidates if that route is taken. $FNMAJ is clearly the one to own of those X at current prices"
X Link @midas79_ 2025-10-02T16:05Z XXX followers, 1622 engagements
"@Fanniegate101 @seaurchincevice @UncleAlpha007 Even if bank choices are internally known the banks can't start doing paperwork until officially hired. Still the real $FNMAS $FMCKJ (+ other JPS) catalyst isn't actual IPO but knowledge of SPS treatment. That should well predate the IPO and might leak out from hired banks"
X Link @midas79_ 2025-10-10T15:14Z XXX followers, XXX 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, 3440 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, 3700 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, 2256 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, 5107 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, 1221 engagements
"Here's another important quote from that piece. Note who isn't included in that list: current shareholders. ("investors" are those who would be buying shares in the IPO) Caveat emptor. $FNMA $FMCC $FNMAS $FMCKJ"
X Link @midas79_ 2025-10-09T14:39Z XXX followers, 3172 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
"@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, 6484 engagements