$RKT — FinTwit mentions on Surfaced

$RKT — FinTwit mentions on Surfaced

Recent mentions

26 mentions

@james56487175Jun 6, 2026 · 2:01 PM

$RITM misunderstood. Good record (but for ‘20 repo market meltdown). ✅ 5th largest mortgage orgntr/3rd largest srvc (almost ~1/2 size of $RKT but only ~1/6th MC) ✅ + $60 b AUM global alt asset mgmt (peers MC @ 3%-5%+ of AUM) ✅ ~11% yield IMO to ~2x+ growing BV w/in <3-5 y.

@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.

@amitisinvestingFeb 18, 2026 · 7:00 PM

TOP TEN STOCKS BOUGHT ACROSS LARGE MONEY MANAGERS IN Q4: - $MSFT - $AMZN - $META - $V - $GOOGL - $NVDA - $GOOG - $TSM - $RKT - $LYV so the big guys are buying big tech but the market wanrs retail to think big tech is done because the stocks are flat big tech should be fine 🤷‍♂️

@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

@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

@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

@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?

@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?

@yasutaketinJan 15, 2026 · 11:10 AM

新しく伸びてきてるセクターとしては「住宅関連」 $LEN $DHI 大手住宅建設 $BLDR ビルダー・ファーストソース　住宅建設資材 $WY ウェアーハウザー民間森林ETF わいが昨日買った $RKT $FIGR は住宅ローン関係

@yasutaketinJan 14, 2026 · 3:37 PM

新規買い $RKT ロケット・カンパニーズ住宅ローン大手

@yasutaketinJan 12, 2026 · 10:05 PM

$RKT ロケット・カンパニーズトランプ政権の住宅ローン金利抑制策が効くなら。 https://t.co/WDtvTpxnzj

@blackpanthercapJan 11, 2026 · 1:11 PM

5 stocks that could win big under Trump policies: 1. $CRWD (cybersecurity) 2. $RKT (mortgages) 3. $ONDS (drones/border) 4. $AFRM (BNPL) 5. $PFE (healthcare) NFA.

@institlpgpJan 8, 2026 · 10:19 PM

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

@thevalueistJan 8, 2026 · 10:07 PM

$RKT (Bloomberg) -- Shares of Rocket Cos, LoanDepot, UWM Holdings and Opendoor Technologies each climbed around 8% or more in postmarket trading, after President Donald Trump posted about the mortgage market on his social-media platform. •In a post on Truth Social, Trump said he was “instructing my Representatives to BUY $200 BILLION DOLLARS IN MORTGAGE BONDS” ◦“This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable”

@stocksavvyshayJan 8, 2026 · 9:37 PM

President Trump said he’s instructing the government to buy $200B of mortgage bonds to push mortgage rates & monthly payments lower. Lower rates are a direct tailwind for $OPEN through improved affordability & higher transaction volume while $RKT gets a bump for increased refinancing activity.

@investmentguru_Jan 7, 2026 · 1:12 AM

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital platforms. Leadership is forming across three clear layers — established market leaders, emerging growth names, and high-upside speculative plays. Here’s a clean framework to track where leadership is developing: Leaders Proven companies with scale, earnings power, and institutional sponsorship — often the backbone of strong portfolios. $SNDK $WDC $RKLB $LRCX $SYM $STX $TER $MU $KLAC $CCJ $ASML $FIX $RDDT $RKT $MPWR $NU Growth stocks Faster-growing disruptors gaining traction, revenue acceleration, and expanding TAMs — where leadership is still forming. $SKYT $FIGR $LEU $VICR $AVAV $CAMT $INOD $FTAI $KRMN $APLD $VSAT $KTOS $HSAI $NVMI $ACMR $OSCR $ZETA Speculative stocks High-risk, high-reward names tied to frontier tech, space, rare earths, drones, nuclear, and next-gen mobility. $CRML $USAR $AEVA $RCAT $UAMY $ASTS $NVTS $BKSY $ONDS $UUUU $UMAC $HUT $SERV $JOBY $AEHR $AXTI $MP Market leaders provide stability, young growth drives performance, and speculative names deliver optionality. The strongest portfolios in 2026 will blend all three — scaling exposure as leadership confirms.

@investmentguru_Jan 6, 2026 · 12:48 AM

The Fastest Growing Companies Heading Into 2026 From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the tape: Top Performers $NBIS $PTGX $FLY $MP $LUNR AI, Crypto & Infrastructure Leaders $CRWV, $WULF, $IREN, $HUT, $CORZ, $CIFR, $BTDR $NVDA still dominant $ALAB, $AAOI, $SKYT — Chips & connectivity Biotech Breakouts $INSM, $SNDX, $ZYME, $ASND, $BBIO, $AXSM, $RYTM, $MDGL Clinical wins = asymmetric upside Energy, Mining & Industrials $USAS, $ARMN, $NGD, $TLN, $MP $DQ Speculative Growth $LCID, $NIO, $LMND, $RKT — High risk, high torque Space & Defense $RKLB, $RDW, $GEMI, $CDLR — Multi-year contracts + government spend $PLTR — AI + defense + enterprise scale 2026 won’t reward diversification — it will reward conviction, timing, and theme alignment. You don’t need 40 stocks. You need 3–5 leaders in megatrend sectors — and the patience to let compounding do the work. Follow the growth, not the noise.

@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

@acinvestorblogJan 5, 2026 · 5:02 PM

$RKT nice breakout. https://t.co/ZZJQbvotoB

@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

@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

@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

@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.

@ragingventuresJun 12, 2025 · 8:06 PM

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

@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…

@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.