And Fannie and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10X and it could happen soon.

Uplisting will mean dividends for $FNMA and $FMCC return for the Sov Wealth exercising of all warrants - Treasury would be 99% likely if done this quarter to restore dividends to get the load of cash to begin paying off $9.6T in mature debt wall come q4 2026. They will too.

Donald Trump said his administration is still considering a public offering of shares in mortgage giants Fannie Mae and Freddie Mac bloomberg.com/news/articles/…

Fannie, Freddie Jump After Trump Floats $1 Trillion Valuation zerohedge.com/markets/fannie…

$FNMA and $FMCC are the only non -Y -F or OTCQX (only enough to count on one hand) common stock to be added to @RobinhoodApp and they did it quietly last Friday. They whitelisted these two and with 0 publicity. There is a for sure RETAIL surge coming on @NYSE uplist ANN. $HOOD

$FNMA $FMCC This excerpt from @theallinpod was back in March of '25. Though the news moved on, the idea of the Sovereign Wealth Fund was never tabled. On the contrary...it was being fine tuned by DJT & his Dream Team. SWF is coming...Fannie Mae & Freddie Mac will be a significant part of the asset base. "1 Trillion Dollars"

Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $MU, Samsung & SK Hynix.

Michael Dell on memory demand -> exponential $MU $DRAM $DELL

: these guys say mu up alot you do understand quantum will need 50x the memory... 50x not 2x its not a bubble its a life changing play

All three HBM suppliers are now part of the $3T club $MU, SK Hynix and Samsung are benefiting as HBM displaces standard DRAM at a ~3:1 wafer ratio while inference, agents and robotics make memory bandwidth structurally critical.

*SAMSUNG ELECTRONICS UNION SAYS MEMBERS APPROVE WAGE DEAL

These companies are printing so much cash because they are exceptionally run management teams and also have incredible business models. Just imagine the buybacks, foreign market penetration and investment….. these companies are just getting started imo $DRAM $MU $SNDK 📈📈

Memory Companies Forward P/E Estimates [May 2026]: Sandisk ( $SNDK ): ~22.9x [2026] ~7.4x [2027] Micron ( $MU ): ~12.9x [2026] ~7.5x [2027] SK hynix: ~6.9x [2026] ~5.5x [2027] Samsung Electronics: ~6.8x [2026] ~5.0x [2027] Data sources: Sandisk: Bernstein (1 May) Micron: BofA (13 May) SK Hynix & Samsung: JP Morgan (18 May) LTAs extending through to 2030 from hyperscalers have effectively transformed memory companies to have predictable SaaS-style revenue streams. A paradigm shift to reliable earnings where suppliers hold all the pricing power. Yet forward P/E multiples remain paradoxically compressed.

Data centers, GPUs, CPUs and other compute power demanding and intelligence based machines will continue to need memory more than anything. A phone is only as good as the storage and processing power of the device… $DRAM long term investor $SNDK $MU

It’s all About memory and compute. Remember that for the years and decades ahead… $DRAM Cc: @WhiteHouse @michaeljburry @BillAckman @ericjackson @michaelbatnick

$SNDK the future is here! Meanwhile shorts and investment institutions asking Chatgpt for trade ideas and insights all powered on data centers and memory. Lmao wake up and buy! $DRAM we are just getting started. Wait and see EPS growth continue to climb.

$DRAM the world is extremely short on compute and memory. ChatGPT is incredible and not going anywhere. Companies will continue to innovate in the years and decades ahead. It all starts with compute and memory… #bullish long term investor for the years and decades ahead. $QQQ

Booooooom ! Bill Ackman just on CNBC TV said: We're deploying our IPO Capital - AS WE SPEAK ! also just said Fannie & Freddie will be BIG beneficiaries of AI - GOVT HAS BEEN REPAID ! 💰💰🤑🤑🚀🚀🚂...