11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26

Ackman argues Fannie/Freddie privatization is politically mandatory and could send shares tenfold higher under a simple accounting fix.

• Ackman doubles down on Fannie/Freddie: Pershing Square holds 200M+ combined shares; Ackman expects release from conservatorship via executive order, projecting stocks reach $40-50+ (a tenfold gain) once $300B in Treasury payments and $191B advance are accounted for and an NYSE uplisting occurs.
• Meta and Netflix defended: Ackman calls Meta's Zuckerberg non-voting share structure a response to California wealth-tax flight risk, not financial distress; he says Netflix's post-earnings dip is a buying opportunity at 18x earnings with mid-to-high-teens growth.

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