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Bloomberg headline says it all.
If $FNMA $FMCC aren't released before Trump admin ends, Dems will weaponize them.
This is why @pulte @SecScottBessent must lay out roadmap + NYSE uplist NOW, before midterms. Executive action. One day. Done.
Bill Ackman called on the Trump administration to release Fannie Mae and Freddie Mac from conservatorship, warning that a Democrat-controlled government could weaponize the entities against Republicans bloomberg.com/news/articles/…
Elie Najm | WIZE MARKETS retweeted
Wall Street Analysts predict SoFi $SOFI could go as High as...
1) $30 Per Share
Elie Najm | WIZE MARKETS retweeted
Anthony Noto once said he thinks $SOFI could eventually become a top 10 financial institution in America and I think he’s right. 🇺🇸
With nearly 20 million members coming up very soon (next 3 quarters), we’re going to see $SOFI flywheel become the real product.
They are a high margin business and fee based revenues are expanding dramatically.
🤝 Paid partnership
JUST IN: $SOFI jumps more than 10% after a big beat and a $6.4 billion 2027 revenue guide
This is why $SOFI is the best risk/reward in fintech. IMO
Same price, but:
2020: -$400M net income, unprofitable, 600M shares
2026: +$840M net income, $51B deposits, 8 businesses at $100M+
Market cap doubled, share count doubled = price flat. Business 5x'd.
The re-rate hasn't happened yet.
IMO. NFA. Long $SOFI
$SOFI Q3'26 Earnings = Beat on everything 🟢
Revenue: $1.4B (Est $1.25B) +44% YoY
EPS: $0.18 (Est $0.16) +64% YoY
EBITDA: $469.8M +70% YoY
Members: 17.1M +35% YoY
Lending +66%, Products 26.7M +44%
Deposits $51.3B
FY26 Guide RAISED: $5.04B (Est $4.87B)
FY27 Guide: $6.4B (Est $6B) - 27% growth
Exceptional quarter.
NFA. Long $SOFI
Elie Najm | WIZE MARKETS retweeted
$SOFI is cheaper than 5 years ago
But it is a completely different business
5 years ago:
• Revenue: 565.5M
• EPS:-4.30
• Members: 1.85M
• Total products: 2.52M
TTM
• Revenue: $4.29B
• Diluted EPS: $0.48
• Members: 15.8M
• Products: 24.4M
$SOFI grew beyond lending intoa digital bank and financial platform:
• Lending and deposits
• Investing and financial services
• Loan Platform Business and technology infrastructure
• Cross-selling: 51% of Q2’s new products came from existing members
And the blockchain push is moving into products:
• SoFiUSD is available to consumers
• SoFi began settling card transactions through Mastercard using SoFiUSD
• SoFi Earn launched tokenized deposits paying 4.40% APY, with FDIC insurance up to applicable limits
Are you bullish $SOFI?
Elie Najm | WIZE MARKETS retweeted
Why Do a GSE Recap/Release? Here’s Why: To Transfer $400 Billion of GSE Stock to 70 Million Trump Accounts (and Why Treasury Can Do So Legally and Without Congressional Approval), by @RuleofLawGuy1 ruleoflawguy.substack.com/p/…
$fnma
$fmcc
Elie Najm | WIZE MARKETS retweeted
There is a false narrative being pushed that releasing FNMA & FMCC will burden the taxpayer.
Below is a partial list of co's that were bailed out by the Gov't (taxpayer).
F2 paid back their $ & much more. That's not a burden on the taxpayer.
@pulte @SecScottBessent
Elie Najm | WIZE MARKETS retweeted
Pershing Square CEO Bill Ackman reiterated his bullish stance on Fannie Mae and Freddie Mac, of which he is large shareholder in.
“These stocks will go up tenfold. and that’s you know, that’s the most asymmetric investment I’m aware of in the stock market,” Ackman told CNBC’s “Squawk on the Street” on Thursday. “These entities have fully rebuilt their capital. What’s not, I think, well understood is Fannie and Freddie today have five times the capital they had historically.”
Watch the full interview: cnb.cx/4BldcoT
Bill Ackman @BillAckman is right - it's politically critical to lay out the roadmap BEFORE midterms.
Uplist $FNMA $FMCC to NYSE + proper accounting for amounts already repaid to Treasury + convert SPS to paid LOC.
That shows the market they are serious about delivering on promises. Can be done via executive action. Do it now. IMO
"It's absolutely politically critical for Fannie and Freddie to be released from conservatorship before the end of the Trump administration."
@BillAckman is bullish on $FNMA and $FMCC – here's why:
cnbc.com/video/2026/10/22/bi…
Elie Najm | WIZE MARKETS retweeted
"It's absolutely politically critical for Fannie and Freddie to be released from conservatorship before the end of the Trump administration."
@BillAckman is bullish on $FNMA and $FMCC – here's why:
cnbc.com/video/2026/10/22/bi…
Elie Najm | WIZE MARKETS retweeted
$FNMA $FMCC
🔥🔥🔥
@BillAckman with epically bullish commentary on Fannie Mae & Freddie Mac this A.M.
All the bases were beautifully covered. Thank you once again for your tireless advocacy, Mr. Ackman!
No chance DJT leaves F2 up for grabs at the risk of a democratic administration potentially regaining control.
Shout out to @CaliRefugee1 for continually banging that drum!
Not if...but when.
Tick, tock.
GLTA.
Elie Najm | WIZE MARKETS retweeted
I increased my $ONDS position by ~40% this past week because Ukraine and Iran war keep showing how modern warfare is shifting toward cheaper autonomous systems that can operate even when GPS and communications are disrupted.
What makes Ondas really interesting is how it has spent past 18 months assembling those capabilities across drone detection and interception, persistent surveillance through ULTRA and World View, ground autonomy and access to larger defense contracts through Mistral.
The part I'm most excited about is how $PLTR, Omnisys, DefenseOS and now Regna could bring all these pieces together through a shared software layer allowing Ondas to compete for much larger defense programs.
My take on this Order:
No. 25-5113 — En Banc DENIED, filed Oct 16, 2026.
The DC Circuit won't allow a temporary conservator to keep taking all equity from Fannie Mae and Freddie Mac. Unanimous panel stands.
IMO this gives the government the public cover it needed to end this charade, workout a settlement, come to terms, and work out an end of the conservatorship.
$FNMA $FMCC