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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5729 followers
Created: 2025-07-17 14:23:50 UTC

@CitronResearch Enormous TAM ≠ investable return. $RKT is still a rate beta story: orig volumes & gain on sale swing w/ mtg rates; servicing/MSR marks cushion but add duration risk. 

Key to upside = cost/loan discipline + crosssell attach. ValueAct signal good; size position, ignore $35T hype.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945851946348253552/c:line.svg)

**Related Topics**
[$35t](/topic/$35t)
[marks](/topic/marks)
[rates](/topic/rates)
[beta](/topic/beta)
[$rkt](/topic/$rkt)
[rocket companies inc](/topic/rocket-companies-inc)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/Next100Baggers/status/1945851946348253552)