FW @firewill65

@nicosintichakis Amen! Crazy how many wont buy now but when it takes off... FOMO kicks in and they are buyers at $20. Lol

Everything has lined up for a game changing move with Fannie Mae. Have no worries if you got in the $15 dollar range this baby is worth more than a trillion and that is not including USF. Just lock and load and prepare for the run 🚀 🚀 $FNMA $FMCC

This SURE looks like custodial transfer or artificial volume signaling... the odds of these share blocks aligning so neatly is about 1 in 10^{36}. This means that even the volume we THINK we are seeing isn't leaving hands. It's moving on the inside to better posture for the inevitable demand wave. Given the 10- and 90-day avg volume, this likely means holders are gripping harder than we thought because they know what they own. I'm open to other hypotheses. $FNMA $FMCC ............... Large block trades (>300k shares) have sizes that are positive integers, typically spanning a wide range (hundreds of thousands to several million shares). Even under conservative assumptions: Suppose there are only ~10,000 plausible distinct sizes in the relevant range for a given stock (accounting for clustering around round numbers like 500k, 1M, etc.). The probability that any two independent large trades have exactly the same size is roughly 1/10,000 = 0.0001 (or lower with a broader effective range). For ~9 exact-matched pairs (accounting for 18 transactions) where every large trade has a counterpart and none are left unpaired, the joint probability under independence is on the order of (10^{-4})^9 or smaller—i.e., 1 in 10^{36} or vastly smaller. Real trade-size distributions are fat-tailed and somewhat clustered, but this does not rescue the random hypothesis: exact integer matches at this frequency and completeness (all large trades paired, specifically 18 instances) do not arise from uncoordinated flow. Timing ("corresponding"), sequencing, or same-broker/account patterns would make it even less likely by chance. This is not like the birthday problem with small numbers; it is structured, repeated exact duplication in a high-cardinality discrete space. Most Plausible Explanations This pattern indicates deliberate matching of buy and sell orders of identical size. Ranked by plausibility given typical market mechanics: ▪️Legitimate block trading / crossing / dark pool matching (most likely benign explanation) Institutional investors, brokers, or algorithms negotiate or match a buyer wanting exactly X shares with a seller wanting to offload exactly X shares. This is standard for minimizing market impact on large orders. Many markets have formal block trade rules (e.g., minimum thresholds around 300k shares in certain exchanges like the SSE). Dark pools, crossing networks, and block desks exist precisely for this. The 18 instances could reflect recurring institutional rebalancing, portfolio adjustments, ETF authorized participant activity, or hedging. "Every large trade had an exact counterpart" is exactly what intentional crossing produces. This increases reported volume without artificiality and is legal and common. ▪️Wash trading or coordinated manipulative activity (strong possibility if context is suspicious)... One party (or colluding accounts/brokers) buys and sells the exact same quantities repeatedly. This creates artificial volume/liquidity signals, can influence price, technicals, or perception, without net change in ownership. It is illegal in regulated markets (e.g., US securities law prohibits it as it deceives participants). Regulators' surveillance systems flag repeated exact-size round-trips, especially for large sizes or in lower-liquidity names. The perfect matching for all >300k trades and the specific count of 18 would be a statistical red flag. Bulk deal disclosures sometimes show institutions selling and buying near-identical quantities (often framed as rebalancing). ▪️Programmatic/algorithmic paired execution A market maker, HFT firm, or strategy engine executes precise paired buy/sell orders of identical sizes for inventory management, hedging, or rebalancing. Less common for repeated exact full-size matches unless specifically programmed that way.

FANNIE MAE TO 50!! @brantley67

3 days ago

@StopTheStealF2

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The DOJ launched a probe into Wall Street short sellers, and the very next day a major TD Ameritrade document warehouse burned down. Four years later: no charges, no answers, and investors are still asking questions.

Leave no rock unturned @DNIPulte They are scared of you for many reasons

@YigalBCN 4th of July news my 2 cents!

Fannie & Freddie have extraordinarily strong liquidity right now, as reflected in the strength of the MBS market and mortgage spreads. I expect a very strong summer and fall season! I’d like to thank our Great Leadership Teams at both businesses who are “firing on all cylinders”!

@pulte SPS - Please clarify the Liquidation Preference of the Senior Preferred. Yay or nay? It is all we as $FNMA and $FMCC shareholders ask. Clarity.

$FNMA $FMCC A few in the F2 community have (for some time) considered an alternate rollout with a public offering. Purely speculating...but is it possible that we've been focusing on the wrong scenario all along? Could they IPO US Fintech & simply uplist Fannie Mae & Freddie Mac to the NYSE? Spin off shares to holders in the parent companies would be sweet. Just sayin'. @pulte, since "all options are on the table at all times”, could this be a consideration?

Pulte @pulte

a year ago

U.S. Fin Tech will be huge! Mark my words! “Fannie Mae, Freddie Mac's JV gets an overhaul as a fintech | National Mortgage News” nationalmortgagenews.com/news/fannie-ma…

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@RapidResponse47 So what is the reason to keep $FNMA $FMCC in gov communist style hostage. Why are you not relisting them back to NYSE/TXSE so to stop manipulation on stocks? Why r u deceiving your #MAGA voters? This is America, NOT Cuba/Communist country where you can pillage common shareholders

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$FNMA $FMCC Mr. President @realDonaldTrump, Intel's growth is impressive. But it’s not like they're a trillion dollar company. Imagine the value you’ll unlock with Fannie Mae & Freddie Mac when these mortgage giants take their rightful place back on the NYSE. We're locked, loaded, & ready to go.

@BillAckman Im sure they have to play both sides as im sure the Iranian people are ticked off about the death of their president. Reverse the roles and its understandable.

Love seeing Pulte live by his ‘do no harm’ motto at FHFA! The 21st Century ROAD to Housing Act is a big win as it focuses on building more homes across America, stronger FHA accountability, smart reforms for veterans & manufactured housing, all while protecting Fannie & Freddie’s stability, safety, and soundness. Responsible thoughtful progress we can all cheer! 👏 🥳 $FNMA $FMCC 🚀 @pulte @SecretaryTurner @HUDgov @SecScottBessent @cvpayne

In last 5 days we have transfers to DTC as preparation for NYSE listings. Look at volume in last 7 days. Fnma fmcc fnmas fnmat fmckj all have HUGE transfers.... That means we will be listed in 5-10 days. Interesting: fnmao did not have transfer Question.. can someone check all JPS so we know which one are prepared for uplist day?

Bill Ackman reposted this great interview ... 🤔 Iran first ... then F2 ... it's here folks !

FannieMae is BACK @YigalBCN

a week ago

I long this beautiful video by Mr Ackman @BillAckman. Why #FNMA & #FMCC have dropped from President Trump priority? That long delay and over-promiss by Trump is hurting all his fan-base and will hurt BIG at the midterms election. NEED TO NYSE RELIST ASAP!

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"The President could ring the bell on the NYSE by the end of the year" $FNMA $FMCC. I'm skeptical on this timeline, but hopeful nonetheless. It would indeed be a huge victory for the #Trump administration, which could go into the midterms highlighting all the wealth creating IPOs under his watch $SPCX, @AnthropicAI etc.

FannieMae is BACK @YigalBCN

a week ago

I long this beautiful video by Mr Ackman @BillAckman. Why #FNMA & #FMCC have dropped from President Trump priority? That long delay and over-promiss by Trump is hurting all his fan-base and will hurt BIG at the midterms election. NEED TO NYSE RELIST ASAP!

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Another 1 mil transaction captured @StopTheStealF2 it looks like banks are really preparing for IPO uplist of $fnma $fmcc

Contrary to reports on X and other places Bill Ackman confirms he has not sold his Fannie Mae position. $FNMA $FMCC $PSUS

Bill Ackman @BillAckman

a week ago

An update on Pershing Square USA, Ltd. $PSUS:   Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely

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@BillAckman Follow the smart money! Bill Ackman for the win!

An update on Pershing Square USA, Ltd. $PSUS:   Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.   The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.   As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.   Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.   Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter. 
In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.