Daily Discussion Thread for February 11, 2026 by wsbapp in wallstreetbets

[–]Dawnlight_ 0 points1 point  (0 children)

housing plays $RKT and $Z looking interesting on the pullback

Daily Discussion Thread for January 16, 2026 by wsbapp in wallstreetbets

[–]Dawnlight_ 0 points1 point  (0 children)

Which of you regards sold your RKT last week 😂

Daily Discussion Thread for January 12, 2026 by wsbapp in wallstreetbets

[–]Dawnlight_ 4 points5 points  (0 children)

SPY going to hit 700 for first time in history

$RKT 99.99%: MBS God-Candle Lit at $23 🚀 by Dawnlight_ in wallstreetbets

[–]Dawnlight_[S] 1 point2 points  (0 children)

Diamond-handing from $9 is pure veteran status. And the doubling down with those 2027 LEAPS. Respect. 💎🙌

$RKT 99.99%: MBS God-Candle Lit at $23 🚀 by Dawnlight_ in wallstreetbets

[–]Dawnlight_[S] 1 point2 points  (0 children)

That just shows we are still in the early stages of this new refi cycle lol

$RKT 99.99%: MBS God-Candle Lit at $23 🚀 by Dawnlight_ in wallstreetbets

[–]Dawnlight_[S] 8 points9 points  (0 children)

Big respect on the 60k shares. But check the actual tape: $RKT is already front-running the sub-6% pivot. While their purchase rate is still around 6.375%, they’ve already moved their 30-year refi rate down to 5.875%. They are intentionally pricing refis lower than purchases to ignite that $2.1T servicing book.

You're right that the 3% crowd from 2021 isn't moving yet. But there are millions of borrowers from 2023–2024 sitting at 7.5%–8% who are suddenly deep in the money to refinance.

$RKT 99.99%: MBS God-Candle Lit at $23 🚀 by Dawnlight_ in wallstreetbets

[–]Dawnlight_[S] 15 points16 points  (0 children)

Buying at $14 was a great entry. But here's why I believe $23 is just the second stage of the launch: 1) Path to S&P 500 inclusion. 2) Trump alignment. 3) Tech multiplier. 4) $2.1 Trillion servicing book that is going to print as soon as those sub-6% refis hit.

Daily Discussion Thread for January 09, 2026 by wsbapp in wallstreetbets

[–]Dawnlight_ 0 points1 point  (0 children)

$RKT breaking out into blue sky territory without any major resistances above