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$RKT

Rocket Companies Inc Class A

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$RKT

Rocket Companies Inc Class A

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Frequently asked

Who mentions $RKT most on Surfaced?

@institlpgp (Daave “3 and 30” Tepper) mentions $RKT most — 7 mentions in the past 12 months.

When was $RKT first mentioned on Surfaced?

The earliest tracked mention of $RKT in the Surfaced archive was on Jun 10, 2025.

How many voices track $RKT?

3 FinTwit voices have mentioned $RKT 15 times in the past 12 months.

What kind of voices mention $RKT most?

$RKT is mentioned most by Long Research voices on Surfaced.

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Recent calls

9 calls

@institlpgpFeb 4, 2026 · 2:31 AM

it’s time Go balls deep that special company you think benefits from ai implementation for cost savings What’s your fav? I’ll go first Rocket Companies (mortgage origination and servicing) $rkt Just a market share take beast on top emerging positive macro drivers to boot

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@haydencapitalFeb 3, 2026 · 5:48 PM

"We're on track to produce the highest mortgage loan production in terms of volume that we've had in four years," says $RKT CEO Varun Krishna. https://t.co/PBOdQTwuKr

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@haydencapitalFeb 1, 2026 · 1:35 AM

Going thru PennyMac earnings... why is this not bullish for Rocket Mortgage $RKT? $PFSI is down on accelerated prepayments, and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer, and not needing additional headcount in the next cycle. $RKT also has 80% recapture rate, so their own MSR business should be protected. What are the odds these refinancing's flowed to $RKT, and they meaningfully grew market share this quarter? Am I missing something?

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@institlpgpJan 8, 2026 · 10:19 PM

everything $rkt https://t.co/in4EbIl41C

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@institlpgpJan 4, 2026 · 1:03 AM

cannot say how utterly bullish this is $rkt In 2026: HPA down = New home loans up AND Refis up = Rocket recapture So long as mr cooper hedges repayment risk effectively $rkt taken share, now print That’s before effect of other cost and rev synergy w Redfin Sizing up

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@institlpgpJan 2, 2026 · 3:02 PM

@tanayj @dennisihong @coatuemgmt Rocket has so many value creation levers post Mr Coop and Redfin consolidations. AI implementation is certainly one of them. $RKT

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@institlpgpDec 30, 2025 · 2:34 PM

@WaterworldCapi1 insufferable. ima try again. u.s. resi mortgage market returns. 1) mortgage spread normalizing, 2) rate of 1L mortgages out is rising, 3) housing prices dropping. in '26, tailwinds in both refi AND new purchase mortgages as rates come down AND/OR HPA falls. $rkt is a killer

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@ragingventuresJun 12, 2025 · 8:06 PM

I put my money where my mouth is today and shorted $RKT $14+.

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@ragingventuresJun 10, 2025 · 1:25 AM

Finally had a chance to dig into the $RKT / $COOP combo. In short, I’m skeptical. $RKT is paying almost 2x book for a mortgage servicer that originates the bulk of its volumes through correspondent relationships. This a premium multiple for vanilla servicing rights. Further, $COOP has a fairly limited relationship with the borrowers in its servicing portfolio, limiting upsell opps. The deal is accretive to $RKT, primarily because Rocket’s mortgage origination biz is sucking wind in the current interest rate environment. Buying $COOP helps near term earnings power, but it also suggests that $RKT management doesn’t expect its core mortgage origination biz to rebound soon and/or it sees its stock as overvalued. What do other investors think about $RKT? I used to be very sharp on these types of businesses (I was on the board of Bankrate for a decade), but I am currently a little rusty.

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