Asymmetric Bets

LFG $fnma $fmcc

Donald J. Trump Truth Social 05.27.25 06:25 PM EST Our great Mortgage Agencies, Fannie Mae and Freddie Mac, provide a vital service to our Nation by helping hardworking Americans reach the American Dream — Home Ownership. I am working on TAKING THESE AMAZING COMPANIES PUBLIC,…

$fnma $fmcc You think he cares about conservatorship precedent set under the Obama admin? And you’re aware he’s going to allow you to buy Dogecoin in your 401k? …………. And you still think he’s going to send Fannie / Freddie’s shares plummeting to perpetuate Obama’s theft?…

$iren has 2GW coming online in next 18-24 months. MS estimates there will be a shortfall by 2028

I'm sure Citadel is loving the spread between $BMNR and $SBET. It's massive.

$psix still less than 10x 2026 EV/FCF

Implied upside on $IREN is roughly 450% based on the $CORZ $CRWV $BTC $SMNR. Strange the stock is down

Big Beautiful Bill is bullish for $BTC, $IREN, and risk assets generally. Still a lot of money on the sidelines, there will be pullbacks, but the direction of this market is up. If we enter a rate cutting cycle I think we rebubble

Still holding some $FNMA $FMCC but have reduced significantly. Seeing too many other good opportunities to risk a large capital impairment, just not worth it... You've got Bessent punching the richest man in the world over inability to deliver $1T in cuts, @pulte tweeting that…

$ORCL and OpenAI expand partnership with OpenAI renting 4.5GW of power from Oracle… Oracle has historically had colocation strategy for its data center infrastructure, and $IREN has 2GW coming online (1.4GW April 2026 and 600 mid 2027). Speculative for sure, but possible…

$IREN looks to have 500%+ upside in the next 24 months. Price target is $83. I have historically been EXTREMELY skeptical of the bitcoin miner space, but after looking into $IREN's pivot to AI datacenters, the math seems to check out. Let's take a look at the math: IREN…

$iren seems to be undervalued by at least 100% based on its assets relative to $corz $glxy... IREN is a new name to me so happy to be corrected, but looks very promising

$psix $tssi AI infrastructure stocks have been hot lately but $psix is still cheap. Psix will generate close to its entire market cap in cash next 5 years. For all the concerns about governance, it’s being added to the Russell indices. Fair value is $100 this year. $800m in…

@carney @BreitbartNews. There are many inaccuracies here; please correct your article and reveal the TRUTH. 1. The Anti-Deficiency Act Does NOT Prohibit Deeming the Senior Preferred Repaid Carney’s Claim: “The Anti-Deficiency Act prohibits executive branch officials from…

$FNMA $FMCC @pulte I really don't understand the people who think that @realDonaldTrump will convert the SPS to common. For what? To potentially squeeze out an additional ~$50B for the government (and in doing so risk demand for any IPO + extending timeline?). $50B is like…

Recently, there have been a number of media stories suggesting that Fannie Mae and Freddie Mac (together referred herein as “F2”) shareholders are seeking forgiveness of money that is ostensibly owed by F2 to the government in connection with their potential release from…

Why I believe the Government Will NOT Convert Its Senior Preferred in Fannie/Freddie if wants to protect the Taxpayer's stake In the debate over the future of Fannie Mae and Freddie Mac, the government’s path to releasing the GSEs comes down to two core priorities: ensuring…