$PGY: Checked again this morning. So far, no insider sales post earnings 🔥

$PGY: Still ZERO 0⃣ insider sales (3 days since earnings) and we have a board member who increased his investment in Pagaya by ~40% last Friday. Bullish 🔥 Harvey Golub, former AMEX CEO, acquired 204k shares (+6m value) last Friday. Harvey already owned ~550k shares via Golub

$PGY: In light of today's price action, it’s possible that retail and institutional holders sold Pagaya ahead of the CPI release, fearing a negative print. The financial sector is highly sensitive to interest rates, and many may have opted to lock in recent gains. With a

$PGY: Viola finally unloaded 2.4M shares today and the stock still closed up BIG. That tells me it would have been up even more 🚀 without their sell pressure. That’s a strong sign of demand. Viola is winding down Fund IV and returning cash to LPs. This was portfolio

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$PGY - Pagaya was already poised to go much higher. Adding a nice and powerful tailwind with rate cuts. Per below, markets tend to be higher when cuts come in over time. LFG 🚀 Mike Santoli on CNBC just said the same thing about cuts at this pace. History/Odds in our favor.

$PGY Gal at Jefferies Fintech Conf TODAY. We can do $25B in network volume with the same 300-400 head count. Monster Cash Flow Incoming🔥 LFG!!! 🚀

$PGY has stated this as well. Consumer is in good shape as Wells Fargo would know. Very bullish for fintechs like Pagaya.

$PGY - Another $400m Auto ABS deal. Best part, the spread hit almost 12%. Great for Pagaya's margins businesswire.com/news/home/2025…

$PGY - Simple is all that is needed here. I think these figures are conservative. Imagine if growth is even better and you put an Upstart multiple on it 🚀 - So much upside either way.

$PGY - Pagaya has traded over 1m shares in 30 mins since the market opened. Momentum money came in pre Fed meeting and they have been taking their gains since then. Also, some early investors like Oak HC and Viola continue to return money to their investors. It doesn't say

$PGY - The Innovator’s Dilemma in real time Clayton Christensen told the story of mini mills in steel. They started with rebar which is low-margin, unglamorous steel the giants didn’t want. From there, they climbed the value chain and disrupted an entire industry. Pagaya’s “2nd

$PGY – Notice the volume spike ~45 mins ago? Over 1m shares dumped in a short window. That’s heavy selling from the same parties we’ve been tracking. We’re already at 3m shares traded less than 3 hours into the session. For context: a good full day volume for Pagaya is ~3m

$PGY - I love the theorem acquisition. It cost almost nothing and we got access to $3b of funding that wants to be in consumer credit (lowers risk retention). Here is a recent article in Vanguard highlighting Natalie Wilmore, Deputy General Counsel at Pagaya, how she

$PGY - Sanjiv writes several times a year. Shares thoughts around topics that aren't just Pagaya specific. linkedin.com/pulse/potentia…