Fannie Mae-No Politics (FNMA)

[Potty]

I am all in on PSTH right now... the biggest rumor is that a Stripe deal is incoming, other rumors are Starlink, Bloomberg...

I think it is quite possibly Stripe and that will truly bottle-rocket

I have been in and out of this 2-3 times very profitably, but this run-up we have PSH CC on Feb 19th - day AFTER Feb call expiration (!)-- and Ackman said last CC that Q1 was timeline for announcement (and initially he said 6 months which was Jan 22nd, so we are in the landing zone)

Unlike bullshit EV stocks, Stripe is a long term compounder, probably one of the best out there -- so worth the risk for me

Feb calls are still (imho) not crazy priced -- wait till week of CC to se crazy, last CC I made a killing on the $30's that week. I am mainly March calls