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.

$RKT — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@haydencapitalFeb 26, 2026 · 10:07 PM

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.

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@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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@institlpgpFeb 3, 2026 · 7:57 PM

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) and rocket $rkt (us resi orig and servicing) new top 5.... added back $be -> neg alpha trade 26 cash https://t.co/OskMsCX2Zt

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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 · 1:58 AM

@MackinacCap Right, I'm just wondering why $RKT stock would be down -13% on this. Seems the wrong reaction?

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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 5, 2026 · 5:42 PM

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 4. diversifiers small - $brkb, $rkt, $trgp 5. policy risk - alum tariffs, china wfe, solar tax

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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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@ragingventuresJul 22, 2025 · 11:10 PM

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 narrowed the deal spread. I shorted $COOP today.

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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 · 2:50 AM

@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 $COOP’s MSR residuals, so the write-off of unamortized MSR value will be a material offset to gain on sale income. If $RKT thought rates were going to collapse and drive a refi boom, why would it be giving away 25%+ of its equity to buy a mortgage servicer at a peak multiple at cyclically low CPR levels? That said, Dan Gilbert is a lot smarter and richer than me. In this case, though, I think he’s smart for using his rich currency to buy a large hedge in the event that rates may stay higher for longer…

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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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