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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms, including a projected shift in congressional control, have put DJT in focus as traders debate the political setback for Trump and its implications for the company. The conversation is largely bearish, with speculation about investigations and reduced political support, though the stocks exposure to those developments remains uncertain.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Democratic gains in the midterms sparked sharp swings in the S&P 500, with traders discussing an overnight selloff followed by a strong recovery. The community is split between viewing divided-government gridlock and reduced uncertainty as supportive, and worrying that tougher scrutiny of AI and data-center expansion could weigh on stocks.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs stronger-than-expected quarterly results and upbeat outlook, driven by AI and data-center demand, sparked a bullish reaction. Traders remain divided over whether the growth can translate into durable cash flow and margins, while some worry that tighter data-center regulation could weigh on the outlook.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midterms sparked sharp QQQ swings, as traders weighed fears of tighter AI and data-center restrictions against hopes that reduced political uncertainty and government gridlock could support markets. The initial selloff reversed into a strong rebound, though some traders still see risks for tech and AI stocks.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised full-year outlook, supported by momentum in the Wegovy pill, are fueling hopes for a recovery. Bulls see oral-drug growth and international expansion offsetting competitive pressure, while bears remain concerned about Lilly, pricing and management execution.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and higher full-year outlook, driven by AI-server demand, are the main focus. Traders are upbeat about growth but debate whether thin margins, cash conversion and lingering credibility concerns justify the stocks muted, volatile reaction; some also speculate that election-related AI regulation could weigh on the sector.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Attention centers on fears that AI-assisted, open-source clones of Adobes creative apps could weaken its subscription moat, reinforced by a Wells Fargo downgrade citing competitive and growth concerns. Bearish traders see a threat to paid users, while bulls argue Adobes enterprise workflows, ecosystem, and cash generation are harder to replicate.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is drawing attention after its Q3 report showed a revenue miss even as the company began recognizing HPC lease revenue and expanded its Barber Lake lease. The sharp rebound has some traders pointing to an oversold, sector-wide recovery or short covering, while skeptics see a dead-cat bounce and remain concerned about execution and financing risks.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs strong quarterly results and raised outlook, supported by demand for its AI-data-center connectivity products and the Scorpio ramp, are driving attention. Traders are divided: bulls see growth continuing, while skeptics point to the elevated valuation and a disappointing sell-the-news reaction.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic gains in the midterms have fueled concerns that congressional scrutiny could affect SpaceXs government contracts and data-center expansion, with traders also questioning the outlook for Musk-linked businesses. Bears see political and regulatory risks, while bulls argue the companys AI, Starlink, and space-growth prospects remain intact and view the selloff as a buying opportunity.

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Speculation about Fannie Maes potential exit from federal conservatorship and eventual relisting is driving attention, with bulls pointing to possible administration action and shareholder legal wins. Skeptics counter that there is no confirmed restructuring plan or timeline and worry about dilution and delays, fueling sharp swings in sentiment.

Fannie Mae (FNMA) Upgraded to Buy: Here's Why

Fannie Mae (FNMA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Fannie Mae (FNMA) Surpasses Q3 Earnings and Revenue Estimates

Fannie Mae (FNMA) delivered earnings and revenue surprises of +9.09% and +2.73%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Michael Burry Points To Recent Court Ruling And 2027–28 Ownership Review As ‘Good News’ For Fannie And Freddie

Equity

Earlier in October, Burry sold his Fannie and Freddie common shares and bought junior preferred shares. 


Michael Burry Flags ‘Bull Trap’ Risk, Holds Back On New Shorts — Why Trump’s Fannie-Freddie Call Matters To His Portfolio 

Puts make up about 10% of Burry's portfolio and long positions and LEAPS account for most of the rest, with minimal cash.

Why Michael Burry Is Swapping Fannie Mae, Freddie Mac Common Stock For Preferred Shares 

Michael Burry said in a Substack post over the weekend that a potential conversion of the U.S. Treasury’s $388 billion senior preferred stock into common shares would dilute the shares. 

Michael Burry Sees The Following Stocks At Most Risk Ahead Of Tax Loss Harvesting Season

Famed "Big Short" investor highlights his tax-loss harvesting strategy towards holdings with downside pressure across retail and financial sectors, and Chinese equities.

FNMA, FMCC Stocks Have ‘No Support Anywhere Near Here,’ Says Michael Burry: 'Clearly Fallen Into That News Desert'

‘The Big Short’ Investor Michael Burry said in a comment on Substack chat that Federal National Mortgage Association and Freddie Mac do not have support anywhere near current prices. 

FNMA, FMCC Head For September Slump As Analyst Cuts Targets On Privatization Doubts: Retail’s Losing Faith Too 

Keefe Bruyette lowered the price target on Fannie Mae to $3.50 from $6.25 and maintained an ‘Underperform’ rating on the shares. 

Strength Seen in Fannie Mae (FNMA): Can Its 7.3% Jump Turn into More Strength?

Fannie Mae (FNMA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

‘Big Short’ Investor Michael Burry Says Housing Is 'Creaking' — But He's Betting On Fannie And Freddie Anyway

Burry considered adding shares but is waiting for momentum traders to exit before the stocks stabilize.

Fannie Mae reported 3Q26 net income of $4.18B, net revenues of $7.65B, and net worth of $119.64B; net income was $3.86B in 3Q25.

Fannie Mae recorded higher credit-loss provisions, lower single-family acquisition volume and increased serious delinquency, while unrealized available-for-sale securities losses increased other comprehensive losses in 3Q26.

Fannie Mae increased quarterly net income and revenues, grew net worth, supplied $103B in liquidity for first-time homebuyers, expanded VantageScore 4.0 access, and had 47% of single-family acquisitions go to low- and middle-income borrowers.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Bullish Sentiment

<ul class="summary-bullets"><li>Fannie Mae closed up roughly 9%, and Freddie Mac gained about 8% on Tuesday after Michael Burry called recent court and policy developments “good news.”</li><li>Treasury Secretary Scott Bessent said on Tuesday that the administration expects to address Fannie and Freddie’s ownership structure next year or the year after, with the priority of not widening mortgage spreads.</li><li>Fannie and Freddie have remained under government conservatorship since the 2008 financial crisis.</li></ul><p><br>‘The Big Short’ investor Michael Burry on Tuesday highlighted recent court wins for Fannie and Freddie shareholders and comments from Treasury Secretary Scott Bessent about eventually resolving the companies’ ownership structure as ‘good news’ for the two firms.</p><p>Fannie Mae (<a class="mention" data-mention="$FNMA" data-symbol-id="FNMA" href="https://stocktwits.com/symbol/FNMA" target="_blank">FNMA</a>) closed up roughly 9%, while Freddie Mac (FMCC) posted 8% gains. The moves came as Burry pointed to two developments he described as positive for the government-sponsored enterprises that dominate the U.S. mortgage market.</p><h2 class="st-heading-2">Court Affirms Big Shareholder Award</h2><p>In July, the U.S. Court of Appeals for the D.C. Circuit upheld a jury verdict favoring Fannie and Freddie shareholders. The appeals court affirmed a judgment of about $812 million, including interest, against the Federal Housing Finance Agency. Shareholders had argued that the 2012 “net worth sweep,” which directed the companies’ profits to the Treasury, violated their rights. The appellate ruling rejected the government’s key arguments and preserved the trial win.</p><p>Earlier this month, the U.S. Court of Appeals for the D.C. Circuit declined the Federal Housing Finance Agency’s request for a full-court rehearing, leaving in place the July decision.</p><h2 class="st-heading-2">Bessent Signals Ownership Review Ahead</h2><p>Burry also flagged recent remarks from Bessent. The Treasury secretary said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=a3tbSNWI__Q">interview</a> with 2WAY media platform earlier on Tuesday that the administration expects to address the ownership structure of Fannie and Freddie next year or the year after. He stressed that any steps would be guided by a clear priority: keeping the spread between agency mortgage rates and Treasury yields from widening, so that borrowing costs for homebuyers do not rise.</p><p>Fannie and Freddie have remained under government conservatorship since the 2008 financial crisis.</p><h2 class="st-heading-2">Burry’s Recent Trade On The Stocks</h2><p>Earlier in October, Burry said he had sold his common shares of Fannie and Freddie after the stocks erased nearly all their post-election gains and formed a large head-and-shoulders chart pattern that, in his view, pointed toward “worthless stock.” He simultaneously bought several series of the companies’ junior preferred shares. He argued that the preferreds sit higher in the capital structure and would fare better than common stock if the Treasury converts its roughly $388 billion senior preferred claim into common equity—an outcome he said could dilute existing common shareholders by at least 90%.</p><h2 class="st-heading-2">How Did FNMA, FMCC Retail Traders React?</h2><p>On Stocktwits, retail sentiment around FMCC and FNMA was in 'extremely bullish' territory at the time of writing, coupled with 'high' message volume.</p><p>While FNMA has dropped 65% year-to-date, FMCC has dropped 67%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/space-x-tesla-form-independent-committees-to-explore-merger-elon-musk-says-deal-not-a-certainty/cZxABS0RBHQ">SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

Michael Burry attends "The Big Short" New York Premiere at Ziegfeld Theater on November 23, 2015 in New York City. (Photo by James Devaney/WireImage)

Earlier in October, Burry sold his Fannie and Freddie common shares and bought junior preferred shares. 

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.69	--	--	N/A
Q3 '26	$0.66	$0.71	7.72%	BEAT
Q2 '26	$0.63	$0.68	7.68%	BEAT
Q1 '26	$0.63	$0.63	-0.34%	MISSED
Q4 '25	$0.66	$0.60	-10.33%	MISSED

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Latest Earnings Results: Q3 '26

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