Rocket Companies Inc Class A. Every tracked FinTwit mention of $RKT, newest first. 15 mentions since the first on Jun 10, 2025. See the price chart.
February 2026 · 6 mentions
Feb 26
Fred Liu — Well, looks like $RKT vacuumed up the entire industry's refi volumes. Not only PennyMac.
And 30 yr fixed just hit the lowest in 3.5 years this week.↗
Feb 4
Daave “3 and 30” Tepper — 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 a…↗
Feb 3
Daave “3 and 30” Tepper — More port change in Jan than I should, but had runners in $be, $acmr, $stx and $cenx and had to cut some and rebalance
2/2 +21% YTD
rolls royce $rycey (ai power, nuclear, smr) an…↗
Feb 3
Fred Liu — "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↗
Feb 1
Fred Liu — @MackinacCap Right, I'm just wondering why $RKT stock would be down -13% on this. Seems the wrong reaction?↗
Feb 1
Fred Liu — 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.
Meanwhil…↗
Daave “3 and 30” Tepper — off to a fast start in '26.
portfolio criticisms:
1. concen - a single name -30% could detract 350-400bp
2. correlated - single themes ("ai", "high beta")
3. cash - 18% has a cost…↗
Jan 4
Daave “3 and 30” Tepper — 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 t…↗
Jan 2
Daave “3 and 30” Tepper — @tanayj @dennisihong @coatuemgmt Rocket has so many value creation levers post Mr Coop and Redfin consolidations. AI implementation is certainly one of them.
$RKT
December 2025 · 1 mention
Dec 30
Daave “3 and 30” Tepper — @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…↗
July 2025 · 1 mention
Jul 22
Raging Capital Ventures — I have been hanging around the $RKT short with mixed results, I now realize $COOP is the better way to play this given the float dynamics - and in wake of recent strength which has…↗
Raging Capital Ventures — @TheBrazenSeeker $COOP current recapture rates are artificially high due to the repressed environment, historically they have been much lower.
$RKT is paying a big premium for $C…↗
Jun 10
Raging Capital Ventures — 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 th…↗