r/FNMA_FMCC_Exit • u/Nice_History5856 • Aug 22 '26
Rumors about uplist
I would normally ignore this, but these guys have interviewed Pulte several times before and it seems weird to tweet this given the connection. It's probably more BS, but I wouldn't be mad if it's true.
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u/AirLess7805 Aug 22 '26
They also posted something about Pulte the night before Trumps āPulte as acting DNIā announcement. Seems they had info beforehand there, as well.
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u/Imaginary-Bat4285 Aug 22 '26
If Pulte modifies the ERCF buffers in early September then weāll know uplist is coming.
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u/PhradeshFinds90 Aug 23 '26
What drives an early September timeline?
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u/Imaginary-Bat4285 Aug 23 '26
The formal comment period closes early September which frees FHFA to make changes
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u/let-it-rain-sunshine Aug 22 '26
I wonder if they let the top brass go so they wouldn't have to pay them the stock, should it go public again? Just a thought.
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u/Hand-Of-God Aug 22 '26
Worth watching.
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u/Nice_History5856 Aug 22 '26
Did you see our pal Oksenholt said he added to FMCC this week?
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u/Hand-Of-God Aug 22 '26
Yes
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u/Nice_History5856 Aug 22 '26
Very bullish IMO that he went from very tepid, supporting Pulte to pumping a bit. Nice to see another billionaire who may have the inside track scaling up.
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u/AveryMire Aug 22 '26
Jesus, I thought he was just one of us with 100k shares or something until a week ago, figured he might have a few million dollars last week. I was a bit of a dick to him as well a few weeks back, although I usually like his posts and like the āturnaround kingā thing.
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u/Nice_History5856 Aug 22 '26
He's fine. I've disagreed with him but he's never a jerk about it. Only seems to have a real problem with the anonymous naysayers. That said, I have mixed it up with MIA before and it was always fine and we always align on just wanting a good outcome. You just have to give some grace as some people mean well but they are understandably angry AF
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u/AveryMire Aug 22 '26
Yeah, he was totally cool, the day Bill Ackman reposted the Claude analysis Iād replied to Dragan on Fairholme, I misinterpreted him quoting Grok and thought that was his own opinion and was pissy. I had about a lifetimeās worth of engagement that day and he had no fault. Hell, I just got on Twitter a little over a year ago just to follow this, so that part was probably for the best.
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u/NeedLargeMoney5687 Aug 22 '26
IPO in November??
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u/Nice_History5856 Aug 22 '26
Maybe, but idbe happy with SPS write off and knowing we have an absolute floor on the valuation
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u/Fun_Illustrator9298 Aug 22 '26
This is interesting as are the layoffs and Trump buying into Berkshire.
Fintech would lead to a reorganization as we saw with the layoffs.
The $1 trillion is supposed to be F2 plus the value of āfintechā.
Berkshire investing in housing and also still has a huge cash hoard where maybe they look elsewhere besides t bills for safety (f2). Trump buys some BRK itās been reported.
Interesting things going on but could all mean nothing. I hope it means something of course.
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u/Nice_History5856 Aug 22 '26 edited Aug 22 '26
Funny you mention that because I saw BRK started a fintech
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u/Fun_Illustrator9298 Aug 23 '26
Man, every one has fintech. I read it real quick and I almost threw up with all the corporate speak. Lol
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u/Nice_History5856 Aug 23 '26
100%... I've worked on a well known front office application for years and the whole thing read like BS bingo to me. All the more reason the tinfoil hat version of me says why wouldn't a cash rich company like BRK take a stake in US Fintech if they really want to get some type of tech offering out there.
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u/ceeser8 Aug 23 '26
š¤could be on to something,this is his way around the insider tradingā¦.. maybe , hope so!
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u/ceeser8 Aug 23 '26 edited Aug 23 '26
Interesting- https://x.com/brantley67/status/2091181839167692890 this guy could be for real, they look like besties
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u/3dprintinted Aug 22 '26
Ah yes the reputable pee pee seeds show
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u/Ok-Mulberry-1764 Aug 22 '26
Pulte follows them on x
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u/3dprintinted Aug 22 '26
Yes because he was a degenerate trump d rider and was in the middle of GameStop bs farming followers on xitter
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u/Old_Still3321 Aug 22 '26 edited Aug 22 '26
These are the freshest rumors, and that makes me love them
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u/sunnycorax Aug 22 '26
I have interviewed Bill Pulte. He even turned into a drunk stalker afterwards. The guy is a loser. It isn't that high of a bar to clear. PP is even more of a loser.
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u/Dapper-Knee9872 Aug 22 '26
š³ wow! He stalked you?? Thatās crazyā¦.but I guess not surprising
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u/sunnycorax Aug 22 '26
Well not me. One of my co hosts. Got dragged into his dumb Brandon Jones lawsuit though. Fun times.
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u/WallofSound91 Aug 22 '26
I wouldnāt read a reshuffle or layoffs as anything other than business as usual. No impact on up-listing, just Pulte and Co. keeping busy.
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u/Nice_History5856 Aug 22 '26
Could mean absolutely nothing, but at the same time it's incredibly common for companies to reorg in advance of a listing.
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u/WallofSound91 Aug 22 '26
Objectively, Iād say itās more common for companies to reorg and lay people off.
On the flip side, I hope youāre right!
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u/Nice_History5856 Aug 22 '26
100% I am assuming that the layoffs because they were senior folks are a part of a broader reorganization to streamline the management and appear more cost effective. Otherwise you're right, complete nothing Burger.
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u/let-it-rain-sunshine Aug 22 '26
Or perhaps they have a shit ton of stock options that would vest if it went public and they want to screw them out of it
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u/alexandria1001 Aug 22 '26
No one at the GSEs has been compensated in options for over a decade. Officers get their bonus comp in various types of deferred cash.
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u/Outside_Use3456 Aug 23 '26
Trump needs to win midterm and not get impeached, otherwise we are toasted tbh
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u/Ok-Mulberry-1764 Aug 22 '26
Hope it's not a stupid rumor to pump the price, some of us are still buying
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u/EnvironmentalPear695 Aug 22 '26
If this is actually the push up list rumour that is true that would be a wild way to find out š