Our analysts just identified a stock with the potential to be the next Nvidia. The company successfully achieved a normalized Earnings Available for Distribution (EAD) of $0.46 per share, aligning with the projected run rate after excluding prior one-time benefits. HomeXpress achieved record loan production growth of 30% year-over-year, though earnings remained flat due to margin compression from increased market competition. Portfolio optimization continued through the reduction of lower-yielding assets and the execution of two resecuritizations, which released $13 million in capital for redeployment. Strategic capital allocation shifted toward Agency MBS, which now represents 26% of invested capital, providing a balance of yield and liquidity for future credit opportunities.