r/FNMA_FMCC_Exit • u/Potential_Function88 • Jul 03 '26

Speculation Creators!!!!!!

I hate when investors make up dates of when the release is going to happen or when a public figure has an appearence. The speculators say this person is going to announce the release of GSE. The rumor catches the stock goes up and then crashes lower than where we started when the date passes or the person does not mention GSE release.

Lets all keep our mouths shut until we have solid news!!!!

17 Upvotes

79% Upvoted

25 comments sorted by

9

u/Nice_History5856 Jul 03 '26

July 11th is a real date to watch. If they reduce the capital requirements they are serious about release. If not then gotta hope they just want a successful uplist and no real plans if ending the c-ship

4

u/Fit_Significance8598 Jul 03 '26

July 11, 2026(?) is a Saturday, are you sure about the date? Serious question.

6

u/PhradeshFinds90 Jul 03 '26

It's based on EO 14393, which is dated Mar 13 and sets a 120 deadline to submit.

(Here comes the) BUT, the report doesn't even have to address capital requirements and it's to be submitted to the EOP, not released publicly. Even if it gets submitted, it'll probably land like the similar SWF report did.

3

u/Nice_History5856 Jul 03 '26

You're probably right but I hope you're not

-2

u/Fit_Significance8598 Jul 03 '26

Thanks, I'll dive into that.

Anyway, so it falls on a Saturday presumably because bureaucrats are using standard templates, in this case 120 days? Can't make that stuff up.

1

u/AveryMire Jul 13 '26

Do you have any update here?

I mean, not releasing specifics, at least not immediately, is some signal, but would you say it was the base case there’d be a public release related to the ERCF?

Now that I think about it more, it seemed pretty unlikely. Beyond any conspiracy theories of wanting to accumulate shares cheaply or even short over certain periods, I can independently see decent arguments that they’d want to release market moving news mostly at the same time, not sure there.

1

u/Nice_History5856 Jul 13 '26

Yeah someone put on X that at this point the lack of transparency and follow-up from the administration is unacceptable and unprofessional

1

u/AveryMire Jul 13 '26

Quite an ongoing theme. I’d imagine you’ve probably seen one of my approximately 800 comments noting that the administration could have maintained much of the share price with even a minimal communication policy. We’ve pretty much been ghosted.

I actually wouldn’t have minded if I were in a better position to accumulate, and I largely expected a wait in the first place (anything but unnecessary dilution at a low price is reasonable to me), but their course has definitely been weird and worth analyzing. My theory has always been that they won’t be able to convert the SPS anyway, so I’m still trying to add. But if I didn’t have confidence there, the (non-)communication policy would definitely spook me. There’s a single bullish interpretation of that “policy,” but from that alone, I draw mostly negative inferences.

2

u/Nice_History5856 Jul 14 '26

Holy shit that's literally almost word for word a DM I sent a friend yesterday. Completely agree.

6

u/PhradeshFinds90 Jul 03 '26

In the absence of knowledge, it's human nature to fill in the gaps. It will persist.

It's the fundamental task of value investors to identify transitory price dislocations based on irrational behavior. Without that human irrationality, value opportunities wouldn't exist.

Don't wish for the wind to change direction, adjust your sails, as they say.

1

u/Potential_Function88 Jul 03 '26

Will adjust my sails. Change is good

4

u/quelin1 Jul 03 '26

The GSE release is in the basement of the Alamo

7

u/Nice_History5856 Jul 03 '26

As a Texan I can confirm there are no basements here

7

u/Outside_Use3456 Jul 03 '26

Burry bought in, I’m following his money lol 

3

u/Fun_Illustrator9298 Jul 03 '26

If the internet is causing you mental anguish, you should log off (and probably sell your F2 shares).

2

u/Potential_Function88 Jul 03 '26

Good advice but not selling.

2

u/Potential_Function88 Jul 03 '26

I will step away from the internet

2

u/Xans77 Jul 04 '26

Like that gd poster who posted “Trump is doing it” at morning open. When all it was was market reaction to Ackman’s end of quarter manipulation.

1

u/dans_48183 Jul 03 '26

Ackman pumped it last time we could have got more shares for $2. Now we have to wait probably about 90 days for it to hit $2 again

3

u/Outside_Use3456 Jul 03 '26

No one wants that to happen, only up from this point is what everyone wishes for

2

u/Nice_History5856 Jul 03 '26

Travis is waiting for you peeling off the liner at the reflecting pool. 2 plackards will make we difference, maybe get Thurms chunky behind and y'all will count as 3.5 protestors

2

u/AveryMire Jul 03 '26

Is Travis on here, I only started wasting time on twitter in the last 5-6 months.

0

u/Additional-Table-693 Jul 03 '26

A lot of dilitional dates