#  @jeffye888 Jeffrey Ye Jeffrey Ye posts on X about $open, in the, ai, to the the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1707900688502808576/interactions)  - [--] Week [------] +37% - [--] Month [-------] -2.10% - [--] Months [---------] +216% ### Mentions: [--] [#](/creator/twitter::1707900688502808576/posts_active)  - [--] Month [--] -75% - [--] Months [---] +208% ### Followers: [-------] [#](/creator/twitter::1707900688502808576/followers)  - [--] Week [-----] +1.30% - [--] Month [-----] +4.20% - [--] Months [-----] +78% ### CreatorRank: [-------] [#](/creator/twitter::1707900688502808576/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [countries](/list/countries) [celebrities](/list/celebrities) [musicians](/list/musicians) [vc firms](/list/vc-firms) **Social topic influence** [$open](/topic/$open) #38, [in the](/topic/in-the), [ai](/topic/ai), [to the](/topic/to-the), [mortgage rate](/topic/mortgage-rate) #54, [company](/topic/company), [we are](/topic/we-are), [acquisition](/topic/acquisition), [money](/topic/money), [carrie](/topic/carrie) **Top accounts mentioned or mentioned by** [@opendoor](/creator/undefined) [@ericjackson](/creator/undefined) [@nejatian](/creator/undefined) [@shrisha](/creator/undefined) [@rabois](/creator/undefined) [@pueokeffer](/creator/undefined) [@carriecwheeler](/creator/undefined) [@karpgod](/creator/undefined) [@adambain](/creator/undefined) [@yangguo](/creator/undefined) [@martinshkreli](/creator/undefined) [@canadakaz](/creator/undefined) [@selimf](/creator/undefined) [@datadoorio](/creator/undefined) [@opendoors](/creator/undefined) [@nejatians](/creator/undefined) [@fahdananta](/creator/undefined) [@vladtenev](/creator/undefined) [@morganb](/creator/undefined) [@deepskyai](/creator/undefined) **Top assets mentioned** [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Carvana Co. (CVNA)](/topic/$cvna) [Shopify Inc (SHOP)](/topic/$shop) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [loanDepot, Inc. (LDI)](/topic/$ldi) ### Top Social Posts Top posts by engagements in the last [--] hours "As a former employee always thought there wasn't much good Opendoor diligence out there (aside from my bros at @DatadoorIO) Figured now was the right time to start a weekly $OPEN research blog 😉 LFG 🚀 https://www.openinvestmentlabs.com/the-good-the-bad-and-the-opportunity-ahead/ https://www.openinvestmentlabs.com/the-good-the-bad-and-the-opportunity-ahead/" [X Link](https://x.com/anyuser/status/1948173244961538388) 2025-07-24T00:07Z [----] followers, 116.3K engagements "Teaser from launch week double-header article publishing tomorrow: "In fact I imagine theres a huge opportunity being missed RIGHT NOW to partner with Grok NVIDIA OpenAI Google Microsoft Meta or any other leading-edge AI Lab to collaborate on Opendoors extremely unique housing-related data set and build absolutely the most accurate home pricing AI model in the world. What an unlock this could be to truly access the full TAM of the housing market and just as importantly help Opendoor rediscover its original tech disrupter roots." Felt like I needed to get this one off my chest - stay tuned" [X Link](https://x.com/anyuser/status/1948546755991380053) 2025-07-25T00:52Z [----] followers, 55.8K engagements "And we're live with $OPEN article #2 Double-header this week. These thoughts are especially close to my heart given my current role at and what I feel like is the missed opportunity. @Opendoor @ericjackson @Karp_God https://www.openinvestmentlabs.com/wheres-the-ai/ http://DeepSky.ai https://www.openinvestmentlabs.com/wheres-the-ai/ http://DeepSky.ai" [X Link](https://x.com/anyuser/status/1948823218728698021) 2025-07-25T19:10Z [----] followers, 62.9K engagements "@ScooperCapital @ericjackson @NerdcapK Love it" [X Link](https://x.com/jeffye888/status/1948837335317283215) 2025-07-25T20:06Z [----] followers, [---] engagements "Got some feedback that I should share more about my background at @Opendoor Over [--] years (2016 - 2019) was lucky enough to touch. - Pricing experimentation w/ @LeoPekelis @sri_batchu and Nelson Ray - Portfolio and risk management w/ @dsinsky and @cal_arora - Built the core financial and operating model (from scratch) w/ @btulsiani2 @jechild @pan_yvette Rajiv Krishnarao - Worked with Market GM's on planning and goal setting w/ Megan Meyer Toolson and Chris O'Riordan I think we all knew back then that there was something special about what we were building. The caliber of the team was" [X Link](https://x.com/anyuser/status/1948899855935705093) 2025-07-26T00:15Z [----] followers, 28.4K engagements "Wanted to follow-up on my hunch after publishing my "Where's the AI" article. was curious how good o3 would be straight "out of the box" as a "Home AI Valuation Agent" Answer: Pretty f*cking amazing already Step 1: Generated a system prompt (using Claude 4) to ask it to be a "home valuation AI agent" (with the goal of giving me expected sale price and days on market) Step 2: Dropped the system prompt into o3 along with some very basic details and [--] pictures of my home that I spent less than [--] minute taking Output: Don't want to doxx myself with the details but answer was pretty much on the" [X Link](https://x.com/anyuser/status/1949979825298342012) 2025-07-28T23:46Z [----] followers, 28.9K engagements "@tribcis Good point I see it another way though. If $OPEN can solve / derisk pricing then they can focus on differentiation through scale customer experience and operations. (See $CVNA here) There are no other ways ibuyers (other than offerpad) so this would be a huge unlock" [X Link](https://x.com/jeffye888/status/1950003713403474204) 2025-07-29T01:21Z [----] followers, [----] engagements "On the docket this week for Thursday: Quick FOMC debrief and vibe-check on macro tailwinds Friday: @Opendoor Aug 5th Earnings preview - what I'm expecting and what I'll be looking for as potential catalysts Tough price action the last few days but feels like just a blip in the grand scheme of things. $OPEN http://openinvestmentlabs.com http://openinvestmentlabs.com http://openinvestmentlabs.com http://openinvestmentlabs.com" [X Link](https://x.com/jeffye888/status/1950227603421540666) 2025-07-29T16:11Z [----] followers, [----] engagements "#1 thing Ill be looking for from Mr. JP today. Is he willing to temper his language around tariff-based inflation or will he continue beating his drum around uncertainty Even any slight inkling of dovish posturing from him and I think $OPEN rips" [X Link](https://x.com/jeffye888/status/1950598026478928269) 2025-07-30T16:43Z [----] followers, [----] engagements "FOMC Debrief + Quick Housing Market Vibe-Check article up "You Shall Not Pass" 1) Powell defying Trump (once again) 2) Housing = "Sorry not my problem" 3) Get ready for September FOMC fireworks After all the AI discussion want to get back to reality a bit and level-set expectations. It took $CVNA roughly [---] years to retest its ATH after hitting ATL and I think that's a fair time horizon for $OPEN as well. It's only been [--] WEEKS since sentiment shifted. The road to $82 will require YEARS of sustained effort. Also please stay tuned tomorrow for my full Q2 [----] Opendoor Earnings pre-read and" [X Link](https://x.com/jeffye888/status/1950985587693170836) 2025-07-31T18:23Z [----] followers, [----] engagements "50bps swing in sept rate cut chances overnight Kalshi's latest odds for the Fed's September decision post-NFP: 🔸 Cut 25bps: 78% 🔸 Maintain rate: 21% 🔸 Cut 25bps: 5% https://t.co/Rczfz9j3bB https://t.co/L2Bu49XP5r Kalshi's latest odds for the Fed's September decision post-NFP: 🔸 Cut 25bps: 78% 🔸 Maintain rate: 21% 🔸 Cut 25bps: 5% https://t.co/Rczfz9j3bB https://t.co/L2Bu49XP5r" [X Link](https://x.com/jeffye888/status/1951285316427587750) 2025-08-01T14:14Z [----] followers, [----] engagements "Biggest one day drop in mortgage rates this year $OPEN Maybe macro tailwinds do exist after all" [X Link](https://x.com/anyuser/status/1951330909120037345) 2025-08-01T17:15Z [----] followers, 16.5K engagements "And we're LIVE with my thoughts on $OPEN's Q2 [----] earnings coming up this Tuesday. Watch out for: - Q3 Acquisition Guidance - Key Agent / Cash Plus metrics - Management acknowledgement of retail support Excerpt: It's been clear to anyone listening to the last [--] years of earnings calls that the company's general strategy has been to set C-minus goals and achieve C results. Tough macro tough macro tough macro has been the story every call - leading to the diminished business seen today. Imagine now if Carrie opens with: "We are committed to re-catalyzing growth through all macro environments" [X Link](https://x.com/anyuser/status/1951360752335593526) 2025-08-01T19:13Z [----] followers, 42.3K engagements "Quick follow-up on my $OPEN Q2 Earnings Expectations write-up. We've been hyper-focused on building an investment research agent over at and you can check out what it says about @Opendoor's upcoming earnings down below. Pretty good if I do say so myself (and a lot better than o3 😏) "DeepSky Insight: Beyond iBuying Opendoor's burgeoning agent partnership model is more than a supplementary revenue stream; it's a necessary evolution away from the capital-intensive balance-sheet-heavy iBuying business that is so vulnerable to market cycles. By leveraging its powerful marketing engine to generate" [X Link](https://x.com/anyuser/status/1951420308671672732) 2025-08-01T23:10Z [----] followers, 19.9K engagements "Wanted to highlight this section from the end of my $OPEN Q2 Earnings Expectations article. I just love this idea for some reason ESPECIALLY paired with a media blitz by Carrie. One "crazy" idea would be to cut ALL paid and brand marketing spend but move that money into paying down mortgage rates for prospective buyers who have Opendoor shares AND are looking to buy an Opendoor home. This would be a huge narrative shift in terms of helping buyer affordability and may even get the administration on the company's side. The quicker turnover of inventory from the buyer rate pay down would then" [X Link](https://x.com/jeffye888/status/1951504633652035976) 2025-08-02T04:45Z [----] followers, 26.3K engagements "We did it fam. Officially at the lowest rate of the year today. Just [--] more bps and housing floodgates $OPEN 🌊 🌊 🌊" [X Link](https://x.com/anyuser/status/1952462099684475330) 2025-08-04T20:10Z [----] followers, 35K engagements "@KeithBolognese Opendoor will beat Q2 guide will all come down to Q3 guide" [X Link](https://x.com/jeffye888/status/1952512462387110333) 2025-08-04T23:30Z [----] followers, [---] engagements "@smitty_lefty @KeithBolognese Its all relative to street expectation but its more about their Q3 acquisition guide (how many homes they plan to buy not sell) and also the reported uplift from key agent" [X Link](https://x.com/jeffye888/status/1952517037018030271) 2025-08-04T23:48Z [----] followers, [--] engagements "Fun fact: @selimf won Most Progress in IR at eBay as VP of Investor Relations back in [----]. Lets see if he and Carrie can lean into newfound retail and institutional support and win that award again for $OPEN - starting TOMORROW 🏆" [X Link](https://x.com/jeffye888/status/1952552654896525369) 2025-08-05T02:10Z [----] followers, 10.4K engagements "First read of $OPEN earnings: 1) Guide for [----] Homes Purchased - Bottom range for Q3 Acquisition guidance (lol I somehow nailed the bottom-end range) 2) Very conservative commentary and guidance. Clearly not baking in any macro upside in H2. 3) Very strong Key Agent metrics (5x conversion vs direct to consumer). Clearly going to lean in here. Obviously not ideal market reaction but given last few week run-up and no wild card announcements (AI partnership). Not surprised. Real price action will be tomorrow. Stay tuned for the call" [X Link](https://x.com/anyuser/status/1952837232844476813) 2025-08-05T21:00Z [----] followers, 21.6K engagements "Quick takes on $OPEN earnings call: 1) Still conservative guidance due to macro. Tune hasnt changed. Shows good risk management in one sense but also risks losing retail and price support in another. Could see price action taking us back down below $1 again (although macro backdrop definitely looks to be better) 2) Carrie sounds VERY excited about the platform shift to Key Agent. Just reading between the lines but I could hear her almost disbelief at the product-market fit here (ie. holy shit this thing could actually make us money) Initial numbers seem very good but unfortunately will have" [X Link](https://x.com/anyuser/status/1952851668657422643) 2025-08-05T21:58Z [----] followers, [----] engagements "Ok here me out $OPEN fam. No one's happy at the after-hours price action (except those dirty shorts) BUT. Did some back-of-the-envelope on the potential Key Agent business profit contribution. and numbers actually look 🥩🥩🥩 Even at the current [----] scale assuming 2.5x conversion (not 5x) - could be as much as $70M+ pure profit to the bottom-line at full rollout. That alone would bring the company pretty close to ANI-breakeven. At closer to 20K homes (their [----] scale) and 4x conversion - that's $200M to the bottom-line (and a $10-$20B market cap business on its own AT LEAST) When Carrie" [X Link](https://x.com/anyuser/status/1952950520584519950) 2025-08-06T04:31Z [----] followers, 31.8K engagements "My additional thoughts on the $OPEN Carrie / CEO situation. First of all I want to say that probably no single person has done more for @Opendoor than @ericjackson. If you think about it he's PERSONALLY helped increase Carrie's net worth by something on the order of $18M+ from the lows of $0.50 (given Carrie's 14M shares at today's price of $1.80) In addition management should 100% acknowledge how much Eric bailed the company out from having to R/S or worry about penny stock status and delisting. THAT SAID I don't believe trying to oust Carrie is the right thing for the company. I see her" [X Link](https://x.com/anyuser/status/1953490854079017161) 2025-08-07T16:18Z [----] followers, 114.1K engagements "@sikes69415 @Opendoor @ericjackson both TSLA and PLTR are currently profitable and languished for many many years (with Karp and Elon at the helm) before mooning. We're currently in the languishing phase. TBD on the mooning phase" [X Link](https://x.com/jeffye888/status/1953499975423602940) 2025-08-07T16:54Z [----] followers, [---] engagements "@BasedDeptGnrl @pikachustrategy @Opendoor @ericjackson "harvest me carrie my body is ready"" [X Link](https://x.com/jeffye888/status/1953566953056219388) 2025-08-07T21:20Z [----] followers, [--] engagements "Whether I agree with @ericjackson or not a little 🔥 under the 🍑 is definitely good for @Opendoor I think my and @ericjacksons perspectives BOTH should be surfaced to the board and Carrie. She needs to know that in [----] the power of retail is real and that the threat of her removal may seem inconsequential until its not. Lets see if shes a woman of her word and that shes getting her 🚜 out for harvest time 🧑🌾 The more I sit with Jeffs take the more I realize its not just wrong its dangerously wrong. Jeff is brilliant. I tried to hire him. But on this issue hes 100% off. And because hes so" [X Link](https://x.com/anyuser/status/1953631541294510129) 2025-08-08T01:37Z [----] followers, 12.5K engagements "@goyeongbin13732 @NickTimiraos @AnnaEconomist @RenMacLLC mmmm so you think next 100bps of rate cuts by the fed are already priced into the [--] year" [X Link](https://x.com/jeffye888/status/1953653689744601516) 2025-08-08T03:05Z [----] followers, [---] engagements "Yes yes yes The right start for sure 👏👏👏 Let's hope this is just the beginning. @carriecwheeler - Please remember every engaged message or watched video is a potential future Opendoor customer. Tweeting / X'ing as inane as it sounds builds both top of funnel and brand equity. If you truly want every seller and buyer to start their home journey with Opendoor we have the perfect launch pad right now 🚀 Tesla is a household name because of @elonmusk - we're honestly not too far from @Opendoor becoming one as well because of @ericjackson and hopefully @carriecwheeler now as well. It's harvest" [X Link](https://x.com/anyuser/status/1953912727975735729) 2025-08-08T20:14Z [----] followers, [----] engagements "@MarkR5000 Looks like you're gonna win that dollar 🧧" [X Link](https://x.com/jeffye888/status/1953915115121869094) 2025-08-08T20:24Z [----] followers, [---] engagements "Nothing better than primary research to derive alpha. @DatadoorIO member actually called some Key Agents and came away mega-bullish. Makes sense to me - lead flow is the lifeblood of any agent business and it seems like @Opendoor's is top-notch 👌" [X Link](https://x.com/jeffye888/status/1953930013633577445) 2025-08-08T21:23Z [----] followers, [----] engagements "Top [--] Takeaways from $OPEN's Q2 [----] Earnings Post Up 1) Key Agent is working 2) But what about the ramp 3) Macro upside () "For anyone who's tried to request an offer from Opendoor it's not a trivial process. It requires a lot more intent and motivation than just checking your home's estimated value on Redfin and Zillow and that's exactly why the lead quality is so good - these are people who ACTUALLY want to move. Additionally Opendoor can offer both agents and sellers something that Zillow or Redfin simply can't - a guaranteed offer backed by their iBuying business. What was formerly" [X Link](https://x.com/jeffye888/status/1953962719197221313) 2025-08-08T23:33Z [----] followers, [----] engagements "Key Agent Ramp Math: This is assuming though that ALL offers are routed to Key Agents and they have the capacity to support that volume. I'm not sure what that ramp looks like; but again we can do some quick math. 1) If we assume a top agent team can do [--] transactions a year 2) 2.5x conversion to the [-----] homes sold = [-----] "Key Agent" transactions 3) Doesn't make sense to stuff [--] deals through a team that's at max capacity so let's assume we're bringing the average agent from [--] to [--] transactions a year = [--] Incremental Key Agent Transactions / Agent 4) [-----] Transactions / [--] per Agent" [X Link](https://x.com/jeffye888/status/1953963438218391599) 2025-08-08T23:36Z [----] followers, [----] engagements "@ericnicksaz @DatadoorIO @Opendoor Carrie said 5x cash offer conversion so maybe in the 15-20% range Thats what I have baked into my own assumptions" [X Link](https://x.com/jeffye888/status/1954019198981775692) 2025-08-09T03:17Z [----] followers, [---] engagements "Had some more time to sit with @carriecwheeler's message. Here's my deeper read: Some are calling this a meme moment - Almost certainly those "some people" included herself at first I'm all in. - Feels a little empty and doesn't fool anyone if she hasn't followed-up to her one message with more engagement. That doesn't signal "all-in" behavior to me (see @ericjackson for true "all-in" behavior) There are moments when words matter and this is one of them. - This feels to me like her team ultimately convinced her that she needs to lean in here. Over time well share more in different forums" [X Link](https://x.com/anyuser/status/1954212436388835664) 2025-08-09T16:05Z [----] followers, 30.3K engagements "Why cant @opendoor allocate some of its marketing dollars towards mortgage rate paydowns Actually give the money to home buyers (not marketing firms) and shift the narrative to helping tackle home affordability. Get @pulte on board too. Their homes would sell like hotcakes 🥞 and seller spreads could come down. Beautiful flywheel for $OPEN. @adambain @selimf @pueokeffer @ericjackson @carriecwheeler @shrisha Lennar has a sample property listed for $522240 that comes out to $2457/mo. with their 3.99% mortgage rate. To achieve the same monthly payment with a typical mortgage rate of 6.625% you'd" [X Link](https://x.com/anyuser/status/1954255280717656255) 2025-08-09T18:55Z [----] followers, 14.7K engagements "One reason new home builds have done so much better than existing homes the last few years is because they know mortgage rate paydowns are a much more efficient use of their capital vs. straight price drops. Buyers think in monthly payments and rate paydowns are more effective in increasing their buying power. Obviously much harder for the average seller to pay down a rate but I dont understand why Opendoor hasnt been using this tactic - especially when its already proven to be so effective for the homebuilders" [X Link](https://x.com/jeffye888/status/1954264442512040135) 2025-08-09T19:32Z [----] followers, [---] engagements "No more blaming macro $OPEN needs to up its game for the buyer not just the seller. Some simple fixes will help $OPEN sales increase. Their houses have long lag on the market and lot of that is self-induced I believe. @ericjackson @adambain @carriecwheeler @jeffye888 Some simple fixes will help $OPEN sales increase. Their houses have long lag on the market and lot of that is self-induced I believe. @ericjackson @adambain @carriecwheeler @jeffye888" [X Link](https://x.com/jeffye888/status/1954264956846932384) 2025-08-09T19:34Z [----] followers, [----] engagements "@ericjackson" [X Link](https://x.com/jeffye888/status/1954556699173400603) 2025-08-10T14:53Z [----] followers, [----] engagements "But if by Aug 20th the board stonewalls Ill consider selling every share & moving to my next 100x idea. Each of you will decide for yourselves too. lol. $OPEN - I believe in the business current path and in the team. Not to say there isnt room for improvement but on the current path I see: 80% chance of being a [--] bagger 20% chance of being a [---] bagger That sounds pretty good to me. This confirms it: In [---] years as CEO Carrie Wheeler has done ONE media appearance. Not [--] per quarter like a real platform CEO on CNBC Bloomberg Fox Biz podcasts just one. While $OPEN melted to [--] (June 25) the" [X Link](https://x.com/jeffye888/status/1954639009986343010) 2025-08-10T20:20Z [----] followers, 22K engagements "DEFINITELY need better macro. Caveman🗿math to 100x: Buybox and market expansion touch 5% of transactions Housing rebound 5M existing home sales 2% blended contribution margin across key agent cash plus ibuying $400K average home price EQUALS $2B contribution profit less $0.5B in fixed opex = $1.5B net income This is right around where $CVNA 2025E is which would put $OPEN somewhere around $70B or roughly $100 / share Before I would have said very f*cking hard to get to 5% market share with just the core ibuying business given capital requirements but Key Agent completely changes the scaling" [X Link](https://x.com/jeffye888/status/1954728399098036378) 2025-08-11T02:15Z [----] followers, [----] engagements "How can you NOT be bullish on $OPEN @yang_guo @carriecwheeler 😜" [X Link](https://x.com/anyuser/status/1954741953960292773) 2025-08-11T03:09Z [----] followers, 11.3K engagements "Agent experience will be hard for @opendoor to control. Makes me think ramp may be slower than expected. (Dont say I only post copium) People are saying https://t.co/71pxridSmB People are saying https://t.co/71pxridSmB" [X Link](https://x.com/jeffye888/status/1954907822711574595) 2025-08-11T14:08Z [----] followers, [----] engagements "My Top [--] needle-moving questions for @shrisha and team: [--]. How / when will AI power buybox and market expansion [--]. How are you incorporating LLMs (vs. traditional ML) into the business. Where are they better or worse [--]. Do you see @opendoors data as a potential revenue source Like I said in my where the AI article I dont see why Opendoor shouldnt be in every MSA in the country especially now with cash plus and key agent. Housing homogeneity be damned. @AirFare_ @ericjackson @carriecwheeler Thanks for the suggestion & appreciate your perspective. We believe the most powerful insights come from" [X Link](https://x.com/jeffye888/status/1954967198029824059) 2025-08-11T18:04Z [----] followers, [----] engagements "Agreed Google is paying Reddit $60M a year for access and proprietary data is only getting more and more valuable. My hunch is theres gold in em hills if only the company is willing to try new things. I need to think more about services. Im not convinced adding things like renovations or moving is worth the operational headache - could be more an advertising play That would make a lot of sense (see $UBER)" [X Link](https://x.com/jeffye888/status/1955004974297125020) 2025-08-11T20:34Z [----] followers, [---] engagements "A casual +18% day for $OPEN. Hope we can set our differences aside for a moment and enjoy the greenery" [X Link](https://x.com/anyuser/status/1955006597870260295) 2025-08-11T20:41Z [----] followers, [----] engagements "@ericjackson 🫶 I'd rather be rich than right" [X Link](https://x.com/jeffye888/status/1955011147888988524) 2025-08-11T20:59Z [----] followers, 24.4K engagements "Just learned @carriecwheeler follows Triple H. Time for a meme-pivot WWE-style 😎" [X Link](https://x.com/jeffye888/status/1955411359354818730) 2025-08-12T23:29Z [----] followers, [----] engagements "Nothing is black or white. Just like I dont unconditionally support @carriecwheeler I appreciate @ericjackson for the attention and enthusiasm hes brought to $OPEN. Price IS sentiment in the short term. But oftentimes the art is toeing the line not crossing it. Hopefully Eric can see that. EXACTLY @ericjackson has bad ideas for the company and is not someone that needs to be close to a board seat. He set the narrative for the earnings call to be bad when in fact it was perfectly acceptable and the earnings itself were fantastic $OPEN does not hinge on Erik or EXACTLY @ericjackson has bad" [X Link](https://x.com/jeffye888/status/1955659630333579539) 2025-08-13T15:56Z [----] followers, [----] engagements "Another mortgage rate low of the year today - 6.53%" [X Link](https://x.com/jeffye888/status/1955715817993322804) 2025-08-13T19:39Z [----] followers, [----] engagements "Highlighted some of my top $OPEN-related quotes from @rabois on @tbpn today - appreciate his openness and candor (as always) "Yuri Milner actually made this point to me seven years ago. The largest real estate platform in the west is worth about $18 billion. That's insane. This is the largest asset class period. The idea that the most innovative company in the entire Western universe would be worth $18 billion in residential real estate makes no sense whatsoever." Hard agree. @carriecwheeler - balls in your court Monday 🏀 cc: @adambain @pueokeffer @shrisha @yang_guo" [X Link](https://x.com/jeffye888/status/1955763870989176943) 2025-08-13T22:50Z [----] followers, [----] engagements "@NerdcapK @carriecwheeler Agree completely that opendoor needs to innovate on the mortgage side and fast. Why are they not partnering with Sage Home Loans like $HOOD and offering 6% mortgages" [X Link](https://x.com/jeffye888/status/1955770095432819036) 2025-08-13T23:15Z [----] followers, [---] engagements "Never bet against America and never bet against Buffet. Housings coming back in a BIG way 🌊 $OPEN *BERKSHIRE HATHAWAY ADDS UNH NUE LEN DHI LAMR IN 2Q: 13F Uncle Warren going long housing: we are getting lots of rate cuts folks. *BERKSHIRE HATHAWAY ADDS UNH NUE LEN DHI LAMR IN 2Q: 13F Uncle Warren going long housing: we are getting lots of rate cuts folks" [X Link](https://x.com/anyuser/status/1956094209154515164) 2025-08-14T20:42Z [----] followers, 14.4K engagements "@Will_Son_2030 @Opendoor Yup 👍" [X Link](https://x.com/jeffye888/status/1956110768967192831) 2025-08-14T21:48Z [----] followers, [---] engagements "@Realtor_Stocks Yes I think mortgage financing innovation is the obvious first step here to help buyers. So many partners out there they could work with" [X Link](https://x.com/jeffye888/status/1956156183909453851) 2025-08-15T00:49Z [----] followers, [---] engagements "The Carrie wars have ended. I thought she would be fit to lead us into @Opendoor's next chapter but she apparently didn't believe herself. No matter. What's done is done. The 100x opportunity remains and that's what I'm here for. Here's what I would do now: High-performance culture shift - sell the 100x vision to employees and position Opendoor as a start-up again: 1) Require all core G&A (Finance Product Eng etc.) to work out of San Francisco. No more bullsh*t overseas or remote roles. 2) Let go of bottom-tier performers - anyone who has gotten "did not meet expectations" 2x in a row (or at" [X Link](https://x.com/anyuser/status/1956445823203717623) 2025-08-15T20:00Z [----] followers, 20.4K engagements "@Karp_God Like $pltr like btc like $cvna - $OPEN will be a generational HODL story" [X Link](https://x.com/anyuser/status/1956520677533753680) 2025-08-16T00:57Z [----] followers, [----] engagements "Agreed but also someone with an understanding of risk management and operational excellence. Scaling @opendoor back up too quickly is the #1 way the company goes under. #2 is not scaling up quickly enough. Were gonna need the best. @sol_flex69 @ericjackson @rabois I'm playing the CEO pick. If they pick an innovator with startup and ML DNA I'll buy up. If they go for some big techie who's never built a 0-1 business or worse someone from bulge bank finance or real estate I'll look for an exit point. @sol_flex69 @ericjackson @rabois I'm playing the CEO pick. If they pick an innovator with" [X Link](https://x.com/jeffye888/status/1956745200665260241) 2025-08-16T15:49Z [----] followers, [----] engagements "One good meme is worth [----] blogposts 💪🏻 $OPEN https://t.co/UAIccOzErF https://t.co/UAIccOzErF" [X Link](https://x.com/anyuser/status/1956789377562243148) 2025-08-16T18:45Z [----] followers, 11.9K engagements "@mortgagetruth Lower inflation too. Trump WANTS worse job numbers. He fired the old commissioner cause she had inflated the numbers. Actual numbers would have maybe put July rate cut on the table" [X Link](https://x.com/jeffye888/status/1957489610826871285) 2025-08-18T17:07Z [----] followers, [----] engagements "Looking back when $OPEN hit $0.53 I felt powerless. I knew from first-hand experience the company was something special but I couldnt understand how it had become such a shadow of its former self. Fast forward to today and Opendoor has become a story of retail empowerment and how motivated individuals can effect change at corporations. At @DeepSkyAI weve also been building to empower individuals with access to the best market data and leading-edge business AI. I use it daily to augment my own $OPEN and stock research and were giving away [--] months of DeepSky for free to $OPEN believers (200" [X Link](https://x.com/jeffye888/status/1957490121424662871) 2025-08-18T17:09Z [----] followers, [----] engagements "Looking back when $OPEN hit $0.53 I felt powerless. I knew from first-hand experience the company was something special but I couldnt understand how it had become such a shadow of its former self. Fast forward to today and Opendoor has become a story of retail empowerment and how motivated individuals can effect change at corporations. At @DeepSkyAI weve also been building to empower individuals with access to the best market data and leading-edge business AI. I use it daily to augment my own $OPEN and stock research and were giving away [--] months of DeepSky for free to $OPEN believers (200" [X Link](https://x.com/anyuser/status/1957494436935634951) 2025-08-18T17:26Z [----] followers, 277.8K engagements "High interest rates weak housing demand lower construction employment lower interest rates strong housing demand $OPEN COMEBACK Circle of life 🦁 The bottom line is that activity cannot stay here indefinitely w/o impacting construction employment. Eventually the gap between activity (units under construction) and employment will close. Chart from our Q3 Chart Book https://t.co/ZtuGYHzCBl The bottom line is that activity cannot stay here indefinitely w/o impacting construction employment. Eventually the gap between activity (units under construction) and employment will close. Chart from our" [X Link](https://x.com/jeffye888/status/1958015206862258470) 2025-08-20T03:56Z [----] followers, [----] engagements "Robinhood just changed $OPEN to 50% margin maintenance 🤔" [X Link](https://x.com/anyuser/status/1958016313743536467) 2025-08-20T04:00Z [----] followers, 57.8K engagements "Not yet not quite yet 🤥 $OPEN *FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK *FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK" [X Link](https://x.com/jeffye888/status/1958230965006041277) 2025-08-20T18:13Z [----] followers, [----] engagements "The speed of iteration and breadth of ideas and execution at $HOOD is insane. Almost mind-boggling at their scale. $OPEN take notes - this is founder-led energy @shrisha @adambain @pueokeffer Heavy metal finance edition Heavy metal finance edition" [X Link](https://x.com/jeffye888/status/1958259289153589432) 2025-08-20T20:06Z [----] followers, [----] engagements "@vladtenev - I wouldnt say no to an $OPEN buyout offer at $10 a share. All stock 😉" [X Link](https://x.com/jeffye888/status/1958259670159954188) 2025-08-20T20:07Z [----] followers, [---] engagements "$OPEN - Innovate or die. Props to @movewithroam. Very cool to see mortgage rates with a [--] handle again🫰 One of the primary career inspirations I had at @Opendoor was around the ability to make the buying and selling of homes frictionless. Why can't you buy a house in one single click Now you can. We're excited to launch "Buy now" on Roam. https://t.co/ddTJd7ZrcU One of the primary career inspirations I had at @Opendoor was around the ability to make the buying and selling of homes frictionless. Why can't you buy a house in one single click Now you can. We're excited to launch "Buy now" on" [X Link](https://x.com/jeffye888/status/1958269674925539504) 2025-08-20T20:47Z [----] followers, [----] engagements "Noice - great post. Human-AI hybrid is the way as it always has been $OPEN Hey $OPEN fam y'all are something else. I've literally scrolled through thousands of your tweets from the genius-level ideas to the "how did they even think of that" gems. Seriously your passion is incredible. I'm convinced AI is a core primitive for our next phase of https://t.co/OvenWIZw1Q Hey $OPEN fam y'all are something else. I've literally scrolled through thousands of your tweets from the genius-level ideas to the "how did they even think of that" gems. Seriously your passion is incredible. I'm convinced AI is a" [X Link](https://x.com/anyuser/status/1958571582084776190) 2025-08-21T16:47Z [----] followers, [----] engagements "Took @DeepSkyAI to the 6ix and taught it to cook Drizzy style "What are some ways to get the rapper Drake involved as an investor in $OPEN" DeepSky Insight: "A strategic alliance with Drake offers Opendoor more than just a capital infusion or a celebrity face. It presents a rare opportunity to elevate the brand's entire market perception. Drake's involvement could transform Opendoor from being seen as a transactional "proptech" tool into a sophisticated lifestyle and financial services brand." --- Next up. Kendrick 👹 https://deepsky.ai/share/219f1a1f1b894a3f96373c8da85c5185" [X Link](https://x.com/jeffye888/status/1958634340965130392) 2025-08-21T20:56Z [----] followers, [----] engagements ""I'd rather be rich than right" What a day Congrats to the $OPEN army on breaking $5 today It's not always going to be a straight line but we're still just getting started" [X Link](https://x.com/anyuser/status/1958994682597580872) 2025-08-22T20:48Z [----] followers, [----] engagements "Listening to yesterdays The Compound with Tom Lee. Goddammit did Tom and Josh nail it with their Jackson Hole / Jay Powell calls. We go higher Also both mega bullish on housing recovery around the corner @Downtown and @fundstrat with some of the best market takes (as always) $OPEN" [X Link](https://x.com/jeffye888/status/1959125595348246604) 2025-08-23T05:28Z [----] followers, [----] engagements "Understand that $OPEN is hesitant to outsource core tech but I feel at least worth a conversation with $PLTR Just food for thought @shrisha @adambain @Karp_God @pueokeffer TOM LEE BASICALLY LAYING OUT WHY $PLTR IS THE AI OS https://t.co/6tCUxq06fN TOM LEE BASICALLY LAYING OUT WHY $PLTR IS THE AI OS https://t.co/6tCUxq06fN" [X Link](https://x.com/jeffye888/status/1959267687374450979) 2025-08-23T14:53Z [----] followers, [----] engagements "@justmasn @shrisha LLMs definitely have their issues but I just feel like what they currently have doesnt seem to be working" [X Link](https://x.com/jeffye888/status/1959356188375892244) 2025-08-23T20:44Z [----] followers, [--] engagements "Just one set of many many buys Ive made in $OPEN over the years. Wasnt easy at $0.51 to keep hitting buy but risk-reward always felt good to me Glad to be on the other side now 😮💨" [X Link](https://x.com/anyuser/status/1960021655037870101) 2025-08-25T16:49Z [----] followers, 34.4K engagements "Amazing idea I got from another $OPEN believer (who prefers to stay anonymous) "Was thinking about how it's annoying if you're not in their buybox that you can't really experience / benefit from the platform at all. In the same way people care about their Zestimate let me do the camera walkthrough and get my home "scored" using $open's tools and AI and pixie dust etc. Example: Based on the data you entered and your video walkthrough here are the top [--] improvements you could make to increase your home's value according to our model even if $open doesn't /cant want to buy it Open could get" [X Link](https://x.com/anyuser/status/1960117050455798165) 2025-08-25T23:08Z [----] followers, 19.9K engagements "Enjoying the memes and the pumps but still always focused on the $OPEN fundamentals Data is telling me buyers are pressed up against the start line Just need rates to head towards [--] and its off to the races 🏇" [X Link](https://x.com/anyuser/status/1960120767107973124) 2025-08-25T23:23Z [----] followers, [----] engagements "Heres my [--] year investment strategy for my personal portfolio (based entirely on vibes). I believe $OPEN has a 50/50 chance of getting to $200 by [----]. Roughly 40x from today. Similarly I think $BTC has a 50/50 chance of hitting $1M by the same date. Roughly 10x from today. This means Ill probably scale out of $OPEN once it hits $20 and start DCAing into $BTC. Thats when the risk-reward will be roughly equal. (Obviously will be reevaluating $OPENs performance on the way) Put all your eggs in one basket and then watch that basket like a motherf*cker - Barren Wuffet" [X Link](https://x.com/anyuser/status/1960421888297198047) 2025-08-26T19:19Z [----] followers, 28.2K engagements "An absolute must listen. On the 2x2 of buffness x analytical insight @WarrenPies is in rarified air Equities: S&P [----] by [----] - Bullish $OPEN Fixed Income: [--] Year Rally incoming - Bullish $OPEN Hard Assets: Fiat debasement paradigm - Bullish $BTC https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI" [X Link](https://x.com/jeffye888/status/1960459858559558081) 2025-08-26T21:50Z [----] followers, 21.8K engagements "@amitisinvesting - Ill come on and answer any question you have about $OPEN. The harder the better. Used to charge for it on GLG too. DM me anytime bro 😎 Hey @amitisinvesting . i used to have a pod. I stopped in [--] or [--] because I thought podcasts were too crowded. I always had to invite my guests on. I didnt expect them to come beg me to appear. I talk to whoever. Happy to chat with you. Howd the poll go Youre giving off Hey @amitisinvesting . i used to have a pod. I stopped in [--] or [--] because I thought podcasts were too crowded. I always had to invite my guests on. I didnt expect them to" [X Link](https://x.com/jeffye888/status/1960829634574213501) 2025-08-27T22:19Z [----] followers, [----] engagements "Activated margin today $OPEN" [X Link](https://x.com/anyuser/status/1963369966281113810) 2025-09-03T22:34Z [----] followers, 20.4K engagements "Another YTD low today for mortgage rates. Broke [---] for the first time this year 🔨 $OPEN" [X Link](https://x.com/anyuser/status/1963371082930688055) 2025-09-03T22:38Z [----] followers, 10.2K engagements "I was wrong. Carries departure from $OPEN has unleashed a tidal wave of retail enthusiasm leadership energy and price momentum that feels unprecedented. Macro is shifting and everything looks locked and loaded for the push to $10 and beyond. I use daily to stay on top of $OPEN-related housing and macro trends and weve launched the promo code RIPCARRIE to give users [--] months free access to the best investment-focused Deep Research tool on the market. Try it out now http://Deepsky.ai http://Deepsky.ai" [X Link](https://x.com/anyuser/status/1963805238617608223) 2025-09-05T03:23Z [----] followers, 14.1K engagements "Wow close to breaching [--]. Amazing when everything comes together for $OPEN after being left out of the bull market for the last [--] years. Read a great quote in the @DatadoorIO discord - $OPEN is the best ticker to express the fade AI trade Rotation into momentum + small cap + housing makes so much sense right now (and you see it in the 13Fs)" [X Link](https://x.com/anyuser/status/1963991181026828770) 2025-09-05T15:42Z [----] followers, [----] engagements "Completely missing the plot on $OPEN No mention of key agent and business model revamp missing latest AI developments and leadership overhaul. Just like $OPEN was hurt the most in the housing downturn its set to be the biggest beneficiary in the rebound. If they write a full short report Ill be scooping up shares like my life depends on it. Citron will continue to update the market on $LDI and its march higher.but in the meantime let's go back to the roots. Unlike $LDI which is undervalued and offers many ways to win $OPEN is nothing more than a stock promo and a science project in how to" [X Link](https://x.com/anyuser/status/1964001643110006988) 2025-09-05T16:24Z [----] followers, 27.2K engagements "@ChefJasonPer @gnoble79 @yang_guo @rabois @CristinCulver @ericjackson @APompliano The mans clinging to Peter Lynch and bragging about working at a mutual fund. Hes a product of a bygone era unwilling or unable to adapt to new times. Let him be" [X Link](https://x.com/jeffye888/status/1964062886609002828) 2025-09-05T20:27Z [----] followers, [--] engagements "Ill be watching mortgage purchase app numbers on Wednesday like a hawk Buyer demand responding to lower rates will first be seen there then its off the races for $OPEN" [X Link](https://x.com/anyuser/status/1965208516790268127) 2025-09-09T00:19Z [----] followers, 12.2K engagements "@vladtenev has mentioned several times wanting to eventually transact homes on $HOOD. This proves he knows about and is watching $OPEN right now. 🍿 @ericjackson looks like @vladtenev bought $OPEN. Congrats on the summit https://t.co/VuQjDsqlfS @ericjackson looks like @vladtenev bought $OPEN. Congrats on the summit https://t.co/VuQjDsqlfS" [X Link](https://x.com/anyuser/status/1965607048042913901) 2025-09-10T02:43Z [----] followers, 45K engagements "Yoooooooo love this $SHOP is generational company and $OPEN will be too Lets fly 🪽 Big Opendoor news: weve appointed @nejatian as CEO. Ive known Kaz for a decade - hes incredible. The best tech companies succeed by having the right CEO in the seat. I believe Kaz is that leader. Thrilled. Co-founders @rabois and @ericwu01 are returning to the Board They Big Opendoor news: weve appointed @nejatian as CEO. Ive known Kaz for a decade - hes incredible. The best tech companies succeed by having the right CEO in the seat. I believe Kaz is that leader. Thrilled. Co-founders @rabois and @ericwu01 are" [X Link](https://x.com/anyuser/status/1965892476545442039) 2025-09-10T21:37Z [----] followers, 48.8K engagements "Hold onto your britches $OPEN" [X Link](https://x.com/anyuser/status/1965895244542832968) 2025-09-10T21:48Z [----] followers, 14.9K engagements "Housing coming back ✅ S-tier CEO coming in ✅ Retail momentum at all time high ✅ For those holding $OPEN since sub-$1 - feels like redemption. Key now is to just HODL and let the new team cook Bullish real estate. Bullish $OPEN. https://t.co/htxmhb5dO6 Bullish real estate. Bullish $OPEN. https://t.co/htxmhb5dO6" [X Link](https://x.com/anyuser/status/1965899584582127652) 2025-09-10T22:06Z [----] followers, 27.6K engagements "@JasonAu123 imagine if customers didn't have to sell at a discount to @Opendoor Think $UBER better faster AND cheaper than traditional taxis That's the $1T idea right there" [X Link](https://x.com/jeffye888/status/1966624214825222498) 2025-09-12T22:05Z [----] followers, [----] engagements "history rhymes. Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu" [X Link](https://x.com/anyuser/status/1966922820501598374) 2025-09-13T17:51Z [----] followers, 18K engagements "Someone has to say it Workday and SFDC are the epitome of CRUD UI hell. Workday continues to be the worst software ever sold to anyone. How does anyone use this to run anything Workday continues to be the worst software ever sold to anyone. How does anyone use this to run anything" [X Link](https://x.com/jeffye888/status/1967315483801321750) 2025-09-14T19:52Z [----] followers, [----] engagements "another YTD low in mortgage rates on @nejatian's first day at $OPEN - nice timing let's see if he can use this rocket fuel to take us to the 🌕" [X Link](https://x.com/anyuser/status/1967685604986196349) 2025-09-15T20:23Z [----] followers, 10K engagements "@Dreamstateawake @ericjackson Haha I know. Im literally max long $OPEN (on margin)" [X Link](https://x.com/jeffye888/status/1967745377144377790) 2025-09-16T00:20Z [----] followers, [----] engagements "No good story is without a villain and looks like we just found ours. (sorry @gnoble79) i shorted $OPEN today at [----]. this is the first trade i've made in the stock. i will be doing diligence calls with former employees customers competitors and hopefully management too i will send invites to the calls or anonymous transcripts as appropriate. i shorted $OPEN today at [----]. this is the first trade i've made in the stock. i will be doing diligence calls with former employees customers competitors and hopefully management too i will send invites to the calls or anonymous transcripts as" [X Link](https://x.com/anyuser/status/1968049830665785444) 2025-09-16T20:30Z [----] followers, 23.7K engagements "Shorting $OPEN 🥜 just for the clout 🤦🏻 @MartinShkreli Short position estimated at 1000-1500 shares 👀. guys like a particle of plankton in an ocean of open door 🦈. @Karp_God @jeffye888 @ScottFindlay73 @ericjackson https://t.co/rnyFq7FSOe @MartinShkreli Short position estimated at 1000-1500 shares 👀. guys like a particle of plankton in an ocean of open door 🦈. @Karp_God @jeffye888 @ScottFindlay73 @ericjackson https://t.co/rnyFq7FSOe" [X Link](https://x.com/anyuser/status/1968094791465611585) 2025-09-16T23:28Z [----] followers, 27.2K engagements "Beautiful idea 💫 $OPEN Idea for $OPEN @CanadaKaz @rabois I should be able to make a bid on ANY home without it being on the market at any time Homeowners can claim home Or get notified when something comes in Facilitate the transaction end to end Unlock a ton of new supply and do something Idea for $OPEN @CanadaKaz @rabois I should be able to make a bid on ANY home without it being on the market at any time Homeowners can claim home Or get notified when something comes in Facilitate the transaction end to end Unlock a ton of new supply and do something" [X Link](https://x.com/jeffye888/status/1968136066730479843) 2025-09-17T02:12Z [----] followers, [----] engagements "Its no secret the best tech companies are staying private longer - Stripe Databricks OpenAI - why go public and face the analyst scrutiny quarterly reporting and regulatory overhead Just trade up your shares to the next fund and leave the average investor out. Well $OPEN is the perfect example of the other side of that coin. Retail support can be a huge competitive advantage as well a source for product feedback creative ideas marketing word-of-mouth and capital (not just exit liquidity) @opendoor is the vanguard for a new type of public company and honestly it feels like a nice little🖕🏻to" [X Link](https://x.com/anyuser/status/1968156700923531700) 2025-09-17T03:34Z [----] followers, 10.5K engagements "Link to full transcript of $OPEN House ep. [--] available here now Big thanks to @jonathanrstern for hosting and for the vision to put this series together. You should also check out his community for $HIMS investors at https://www.openinvestmentlabs.com/open-house-episode-1-full-transcript/ https://himshouse.substack.com/ https://www.openinvestmentlabs.com/open-house-episode-1-full-transcript/ https://himshouse.substack.com/" [X Link](https://x.com/jeffye888/status/1968505114760720443) 2025-09-18T02:39Z [----] followers, [----] engagements "Just listened to the @nejatian interview with 20VC. Damn hes good. Is there some way for retail to buy key-man insurance on this guy" [X Link](https://x.com/anyuser/status/1968715520762397179) 2025-09-18T16:35Z [----] followers, [----] engagements "Just spent an hour talking to my new amigo @MartinShkreli trying to convince him of the error of his ways on $OPEN (told him to keep the $500) Maybeeeee we have a new baby bull in the works" [X Link](https://x.com/anyuser/status/1968756501616410818) 2025-09-18T19:18Z [----] followers, 51.6K engagements "@IDmytrash @MartinShkreli told him to invest it in $OPEN" [X Link](https://x.com/jeffye888/status/1968757212852916664) 2025-09-18T19:21Z [----] followers, [----] engagements "Here's a quick breakdown of my call with @MartinShkreli today: Martin's bear thesis seems to revolve around: 1) $7B market cap being rich for a company in the middle of an "unproven" transformation. I think this is fair critique and honestly just based on personal judgment. He admitted @nejatian is the absolute right person for the job but thinks the execution risks aren't priced in. I made the counter that if you believe in the potential in AI to transform the business the team the brand and 10+ years of operating experience - then the valuation doesn't seem out of line to me. 2) Belief that" [X Link](https://x.com/anyuser/status/1968804223166071086) 2025-09-18T22:28Z [----] followers, 67K engagements "Ok I think its fair to apologize to @ericjackson for some of the things things I said about him specifically in the @DatadoorIO discord. It was a little mean-spirited in some cases and I dont think was right of me. Clearly hes been very correct in a lot of ways with @opendoor. Im sorry. However I wont apologize for saying what I did about Carrie at the time. I was expressing my honest opinion and dont feel like I need to be sorry about expressing a dissenting business opinion. Ive already admitted I was wrong multiple times and am fully on board with the new team and strategy. Take for that" [X Link](https://x.com/anyuser/status/1969066303660151038) 2025-09-19T15:49Z [----] followers, 45.5K engagements "Some very good (and tough) questions from redditors here in the $OPEN subreddit. Look forward to seeing @nejatians answers. https://www.reddit.com/r/opendoor/s/gawqgiFW6m https://www.reddit.com/r/opendoor/s/gawqgiFW6m" [X Link](https://x.com/anyuser/status/1969442791714668763) 2025-09-20T16:45Z [----] followers, 11.8K engagements "Finalized Top [--] questions. Investor Concern [--]. Convertible bonds issued in May are by far the biggest concern. Overall Top Comment: Can you confirm anything about a convertible bond which was issued by OPEN around May of [----] It's been stated these can be converted to 200mil shares on October 1st at a price of $1.20 something and would dilute current shareholders. [--]. Warrant dividends were regularly mentioned. Top Comment: Kaz we have heard rumors of warrants potentially being offered. Is this something that the team is actively considering Business Development [--]. Contractor accountability" [X Link](https://x.com/jeffye888/status/1969505186126446921) 2025-09-20T20:53Z [----] followers, [---] engagements "@nejatians Reddit response up He consolidated in the interest of spending time w/ his fam. Some good new insights some rehashed from interviews. His full unedited statement to us: Thanks for the questions I went through the post. Lots of great questions. Rather than answer them one by one Im just going to write a note to address the most frequently asked one. There were a bunch of questions about the stock price financials and financing. Look. Most corporate executives have perfected the art of not answering questions by saying a lot of words. Im really bad at that. My rule is this: I will" [X Link](https://x.com/anyuser/status/1969600626939347367) 2025-09-21T03:12Z [----] followers, 21.5K engagements "Buy as many homes as you can responsibly buy - so fuckin bullish to me. Basically every earnings call since [----] has been analysts asking when $OPEN expects to scale up acquisitions. well looks like meats back on the menu boys" [X Link](https://x.com/jeffye888/status/1969601666656977263) 2025-09-21T03:16Z [----] followers, [----] engagements "@Mabiverse123 @CanadaKaz ✨ AI ✨ I think youre right but if they can capture that 1-2% inefficiency (maybe breakeven) add services on top and scale up volumes without buying too many lemons thats the holy grail" [X Link](https://x.com/jeffye888/status/1969785002176201073) 2025-09-21T15:25Z [----] followers, [----] engagements "I think kaz or Keith would say build a better product mousetrap / consumer experience. Not everything comes down purely to price if the experience is just better (even for housing). If Opendoor can offer a fair price but vastly better experience and certainty a large number of Americans will appreciate that service. Just look at their conversion when spreads were close to 6% back in 2021/2022 Agree though that there are a lot of execution hurdles to tackle. You have to believe in the team" [X Link](https://x.com/jeffye888/status/1969796145607246163) 2025-09-21T16:09Z [----] followers, [----] engagements "Looks like $10ish was probably the top for the first stage of $OPENs comeback. Only a mere 20x from $0.50 😔 My take: Next leg* ($10 to $20) will come from earnings (early Nov.) when $OPEN lays out their plan and starts to get institutional money on board. Then leg past $20 will come from execution and making good on guidance which will really unlock the big money. Days seem like weeks in $OPEN-land but I plan to hold for years. *unless we get @realDonaldTrump on board with revolutionizing home ownership. Then all bets are off 🚀" [X Link](https://x.com/anyuser/status/1970516111801434286) 2025-09-23T15:50Z [----] followers, 24.2K engagements "@krishnanrohit's explanation seems the most compelling to me. I wonder if there's also a meta-phenomenon of analysts consciously or subconsciously "mean-reverting" valuations / multiples so that Mag [--] stays relatively close (on a market-cap basis which does seem very unintuitive0) Another way to say it is you can maybe see the P/E's as essentially a "back-solve" to keep the valuations similar and justify buying or selling when one company's market cap gets out of line (as long as the fundamentals are sort of close) Cognitive biases can be very strong forces" [X Link](https://x.com/jeffye888/status/1970583301078581637) 2025-09-23T20:17Z [----] followers, [---] engagements "$OPEN in the hyperbolic time chamber right now. We are launching a whole bunch of MCPs internally at @Opendoor all connected to our internal chat system built on LibreChat. Opendoor Assistant (internal AI agent to make us work faster) also shipped yesterday. We are launching a whole bunch of MCPs internally at @Opendoor all connected to our internal chat system built on LibreChat. Opendoor Assistant (internal AI agent to make us work faster) also shipped yesterday" [X Link](https://x.com/anyuser/status/1970916839560737258) 2025-09-24T18:22Z [----] followers, 13.8K engagements "BESSENT: "We're looking for someone with an $OPEN mind" 😉 BESSENT: - We are going into an easing cycle & will see a massive decrease in mortgage rates. - Powell should have signaled 100-150bps of cuts not just 75bps. - Well begin Fed candidate interviews next week looking for someone with an open mind. https://t.co/ByYN6TknLN BESSENT: - We are going into an easing cycle & will see a massive decrease in mortgage rates. - Powell should have signaled 100-150bps of cuts not just 75bps. - Well begin Fed candidate interviews next week looking for someone with an open mind. https://t.co/ByYN6TknLN" [X Link](https://x.com/anyuser/status/1970941219158229027) 2025-09-24T19:59Z [----] followers, 15.2K engagements "@scottmsells Yes please 🙏" [X Link](https://x.com/jeffye888/status/1970943527640236348) 2025-09-24T20:08Z [----] followers, [--] engagements "This is why @MartinShkreli closed his $OPEN short 👇 product shipping velocity is the ultimate value compounder in tech @nejatian didnt you just start this job 😂 shopify guys built different @nejatian didnt you just start this job 😂 shopify guys built different" [X Link](https://x.com/anyuser/status/1970992696530698627) 2025-09-24T23:24Z [----] followers, 64.2K engagements "$OPEN new stuff a follow-up to yesterdays @opendoor exploration. goal: build the relationship with buyers and sellers before they become buyers and sellers do it by being the best place to play/browse/become inspired with homes. Opendoor = Homes thought: listings are just another https://t.co/AWf6hTirb9 new stuff a follow-up to yesterdays @opendoor exploration. goal: build the relationship with buyers and sellers before they become buyers and sellers do it by being the best place to play/browse/become inspired with homes. Opendoor = Homes thought: listings are just another" [X Link](https://x.com/jeffye888/status/1971361311385845929) 2025-09-25T23:48Z [----] followers, [----] engagements ""More Americans told the Conference Board that they plan to buy a home in the next [--] months than during the absolute frenzy days of the housing bubble." Damn $OPEN is really being reborn at the perfect time. I suspect this chart will surprise a lot of people. More Americans told the Conference Board that they plan to buy a home in the next [--] months than during the absolute frenzy days of the housing bubble. That is because millions of people were priced out during Covid then https://t.co/izKTwtFAOw I suspect this chart will surprise a lot of people. More Americans told the Conference Board" [X Link](https://x.com/anyuser/status/1971716279443902714) 2025-09-26T23:19Z [----] followers, 13.6K engagements "$OPEN We are going to have some *insanely* awesome talent join @Opendoor soon. They are leaving big tech companies because they believe in our mission that home ownership matters. These are the type of people that folks would agree are the best people in the world at what they do. We are going to have some *insanely* awesome talent join @Opendoor soon. They are leaving big tech companies because they believe in our mission that home ownership matters. These are the type of people that folks would agree are the best people in the world at what they do" [X Link](https://x.com/anyuser/status/1971986799250886866) 2025-09-27T17:14Z [----] followers, 10.7K engagements "Makes a ton of sense - entirely analogous to $CVNA providing car financing which has been a huge part of their growth story. Opendoor $OPEN shouldnt partner on mortgages they should build their own. Heres why the most valuable part of the home-buying journey cant be outsourced 👇 Opendoor $OPEN shouldnt partner on mortgages they should build their own. Heres why the most valuable part of the home-buying journey cant be outsourced 👇" [X Link](https://x.com/jeffye888/status/1971992772375990408) 2025-09-27T17:38Z [----] followers, [----] engagements "Countdown to the first week of November 🚀 $OPEN @Nichola68773113 @nejatian we will have lots of cool stuff to share. @Nichola68773113 @nejatian we will have lots of cool stuff to share" [X Link](https://x.com/anyuser/status/1972768752010944602) 2025-09-29T21:01Z [----] followers, 21.3K engagements "The what almost doesnt matter. Its all about the how fast. This $OPEN team is operating at 20x (3 weeks to launch vs [--] year) the speed of the previous. Just think of where the company will be in [--] months or a year - thats the hyperbolic time chamber of value creation. At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive 2." [X Link](https://x.com/anyuser/status/1973468017792311457) 2025-10-01T19:20Z [----] followers, 40.5K engagements "Were breaking $12 easy when @nejatian announces this. $OPEN @paviagrawal1 We will. Just need to prioritize it. @paviagrawal1 We will. Just need to prioritize it" [X Link](https://x.com/anyuser/status/1975251161927258364) 2025-10-06T17:25Z [----] followers, 27.9K engagements "96 Bulls [--] Warriors or [----] $OPEN Excited to be back in the arena with @CanadaKaz. Home ownership matters. @Opendoor's mission is big the works hard and thats exactly why its worth doing. Lets go. Excited to be back in the arena with @CanadaKaz. Home ownership matters. @Opendoor's mission is big the works hard and thats exactly why its worth doing. Lets go" [X Link](https://x.com/jeffye888/status/1975376000289792125) 2025-10-07T01:41Z [----] followers, [----] engagements "Your move @opendoor. Lets not let Zillow of all companies out-innovate on AI @nejatian @shrisha @fahdananta @joecallinanjr @morganb @rabois https://www.zillowgroup.com/news/zillow-becomes-first-real-estate-app-in-chatgpt/ https://www.zillowgroup.com/news/zillow-becomes-first-real-estate-app-in-chatgpt/" [X Link](https://x.com/anyuser/status/1975387779191464281) 2025-10-07T02:28Z [----] followers, [----] engagements "@wiseapeman @CanadaKaz @a16z Truth" [X Link](https://x.com/jeffye888/status/1975994504214942045) 2025-10-08T18:39Z [----] followers, [---] engagements "UK home-sellers only pay 1.5% fees on average (total) Thats essentially what a free-market today values broker services at without an MLS-enforced monopoly like we have in the US. Very telling That means $OPEN has 400bps+ of opportunity / surplus to capture per transaction (before even adding on additional services / products). Crazy" [X Link](https://x.com/jeffye888/status/1976436035770069253) 2025-10-09T23:54Z [----] followers, [----] engagements "Are you talking about open or opad Neither company are likely to have sales up quarter over quarter. The big question is what will Opendoor say about expected acquisitions in Q3 and also what are the metrics around their Key Agent program. QoQ theyll likely shrink or at best be flat" [X Link](https://x.com/jeffye888/status/1952516765495476267) 2025-08-04T23:47Z [----] followers, [---] engagements "$OPEN - Seems like people are hating on Carrie after earnings today - Im sure due to the price action. As Ive said all along Im not a Carrie-hater at all. I think shes very strong in certain areas (customer-focus risk / finance capital markets) and obviously has weaknesses in others (communication tech / AI). Above all I can tell shes clearly very smart which I think is key when trying to manage a business as complex as Opendoors. Personally I dont believe replacing her would solve the companys problems. I think the best bet is asking her to level herself up shore up her weaknesses and / or" [X Link](https://x.com/anyuser/status/1952858126438535258) 2025-08-05T22:23Z [----] followers, 16.3K engagements "TikTok for homes would go crazy Short-form videos are eating the world Cc: @nejatian @fahdananta @shrisha explored a concept for a new direction of the @Opendoor mobile experience problem: opendoor enters the customer relationship too late in the their journey (they need to be ready to pull the trigger). they need to start building trust 1-2 years prior to their transaction date. https://t.co/kcoZ0On25O explored a concept for a new direction of the @Opendoor mobile experience problem: opendoor enters the customer relationship too late in the their journey (they need to be ready to pull the" [X Link](https://x.com/anyuser/status/1971286499326091634) 2025-09-25T18:51Z [----] followers, 11.5K engagements "Just watched @nejatians interview with @a16z and the $CVNA comp is alive and well. That [---] bagger has made careers on Wall Street and no doubt institutions hedge funds and analysts are all eyeing the $OPEN opportunity right now. just need a bit of guidance / execution from the team and the big money is rushing in (reality is they have just as much fomo as retail)" [X Link](https://x.com/anyuser/status/1975986569376113025) 2025-10-08T18:08Z [----] followers, 24.2K engagements "Yes @CanadaKaz coming at it from first principles Amazing to see. Cant wait to see the impact on profit margins at Nov earnings call. Should be juicy 😋 Opendoor's procurement team is so AI-pilled that they are now using AI tools to cancel useless SaaS contracts across the board. In one area we will soon go from paying [--] (ten) different providers to paying just one + our internal AI tool saving us million $+ a year. Opendoor's procurement team is so AI-pilled that they are now using AI tools to cancel useless SaaS contracts across the board. In one area we will soon go from paying [--] (ten)" [X Link](https://x.com/jeffye888/status/1976748777882218945) 2025-10-10T20:36Z [----] followers, [----] engagements "No 5x OPEN ETF yet This wont end well New 5x single stock ETFs filed by Volatility Shares 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF This wont end well New 5x single stock ETFs filed by Volatility Shares 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF" [X Link](https://x.com/jeffye888/status/1978560227651059733) 2025-10-15T20:34Z [----] followers, [----] engagements "@CanadaKaz and the team right now $OPEN" [X Link](https://x.com/jeffye888/status/1981102422652305510) 2025-10-22T20:56Z [----] followers, [----] engagements "$OPEN gang - havent forgotten about yall nor have I sold any of my position (opposite in fact). Been working on some other stuff but will do an earnings preview on openinvesmentlabs next week. Volatility can be a B but rates are down and kaz and team are cookin - earnings should be a 🔥" [X Link](https://x.com/anyuser/status/1982168325385007188) 2025-10-25T19:32Z [----] followers, 28.4K engagements "@holisticvalues Diversification is for the weak" [X Link](https://x.com/jeffye888/status/1982200351768875271) 2025-10-25T21:39Z [----] followers, [---] engagements "Just realized it would be an insane experience if I could see my home tokenized with the value updating realtime on the $HOOD app then being able to take out margin on that value to trade. @vladtenev @nejatian - make it happen" [X Link](https://x.com/anyuser/status/1982496291822403906) 2025-10-26T17:15Z [----] followers, 18.7K engagements "@GMN_watch @vladtenev @CanadaKaz We seem headed that way as a country might as well embrace it" [X Link](https://x.com/jeffye888/status/1982515154706477288) 2025-10-26T18:30Z [----] followers, [---] engagements "I know folks have been waiting for this one Excited to drop my thoughts on $OPEN's earnings (erm "financial open house") next week. [--]. Acquisition Guidance [--]. Margin Guidance [--]. Business Diversification / Agent Partners [--]. Wild Cards --- This will be the most consequential earnings for Opendoor ever (since the last one). Basically it's going to determine whether the company has truly hit an inflection point and the stock has legs to break $10 or will continue to be stuck between $5-10 (till next year at least). So caveat although I do present a pretty optimistic picture of earnings below I" [X Link](https://x.com/anyuser/status/1982945988257165388) 2025-10-27T23:02Z [----] followers, 41.3K engagements "it's up https://www.openinvestmentlabs.com/opendoor-q3-2025-financial-open-house-preview/ https://www.openinvestmentlabs.com/opendoor-q3-2025-financial-open-house-preview/" [X Link](https://x.com/jeffye888/status/1982948118577733955) 2025-10-27T23:10Z [----] followers, [---] engagements "To follow onto my $OPEN earnings preview post - heres my take on what 🚀s the stock 1) Any HINT of gaap profitability from opex savings - this takes us to $20. Probably too soon but one can dream. 2) aggressive Q4 acquisition guidance (3000+) with decent GM / CM run rate guidance on resales (8 and [--] call it) - we probably pop here - maybe 20-30%. especially if theres language around or a clear [----] revenue guide (we expect to grow our volumes 300% next year) 3) clear numbers around partner agent revenue and guidance on margin profile and contribution - we pop if its meaningful (probably too" [X Link](https://x.com/anyuser/status/1982976333971107891) 2025-10-28T01:02Z [----] followers, 26.9K engagements "Carrie's acquisition guidance for Q3 was right at my low-end range estimate of [----] when I put out the Q2 earnings preview. Let's see if Kaz can flip the script and beat my Q4 acquisition estimate of 2400+ (+100% QoQ) $OPEN" [X Link](https://x.com/anyuser/status/1983206980358438940) 2025-10-28T16:19Z [----] followers, 20.9K engagements "Housing market rebound 52-WEEK LOW The average 30-year fixed mortgage rate today: 6.13% Same day as last year: 7.00% ------------- 10-year Treasury yield today: 3.98% Spread today: [---] bps https://t.co/mkUVycodgK 52-WEEK LOW The average 30-year fixed mortgage rate today: 6.13% Same day as last year: 7.00% ------------- 10-year Treasury yield today: 3.98% Spread today: [---] bps https://t.co/mkUVycodgK" [X Link](https://x.com/jeffye888/status/1983216289309921705) 2025-10-28T16:56Z [----] followers, [----] engagements "@theelkingtonway Go to the Opendoor stock page on the RH app" [X Link](https://x.com/jeffye888/status/1983929736654155979) 2025-10-30T16:11Z [----] followers, [---] engagements "$OPEN earnings will be a case study in leadership psychology. Will Kaz ultimately choose to hedge a bit and say things are gonna take some more time or will he come out guns blazing My gut says the latter but you never know. Earnings are always so hard to predict" [X Link](https://x.com/anyuser/status/1986497030316040228) 2025-11-06T18:12Z [----] followers, 18.2K engagements "$OPEN - looks like team came in too late to save Q4. Lets see what the call is like now" [X Link](https://x.com/anyuser/status/1986542717271482391) 2025-11-06T21:14Z [----] followers, 19.7K engagements "$OPEN - just bought more at $6 Theyre doing all the right things. Just need a bit more time to clean up the mess" [X Link](https://x.com/anyuser/status/1986546074547585534) 2025-11-06T21:27Z [----] followers, 33.1K engagements "This is actually the most important chart $OPEN" [X Link](https://x.com/anyuser/status/1986549833516392627) 2025-11-06T21:42Z [----] followers, 39K engagements "Wow warrants too. Makes more sense why the stock is down now Insane how much the team has actually down in a month $OPEN" [X Link](https://x.com/anyuser/status/1986553499853930701) 2025-11-06T21:57Z [----] followers, 30.1K engagements "$OPEN shareholders will get $4 of LEAPs for every [--] shares of $OPEN they have Basically the company made every shareholder into an options degen 😂" [X Link](https://x.com/anyuser/status/1986572475308868073) 2025-11-06T23:12Z [----] followers, 24K engagements "Actually shook how much the $OPEN team has accomplished in less than [--] months since kaz joined. Investing is hard but I find that almost everybody underestimates how much an increase in velocity compounds over months. Patience is one of the few real edges in life. Im as bullish as ever on the company - feels a lot to me like $HOOD at $10 - just continue shipping building product people love and the value will accrue" [X Link](https://x.com/anyuser/status/1986589740582551804) 2025-11-07T00:21Z [----] followers, 31.8K engagements "Wow $OPEN what a comeback today Hopefully folks were able to pick up some shares in the $5s" [X Link](https://x.com/anyuser/status/1986911367727903224) 2025-11-07T21:39Z [----] followers, 11.3K engagements "Actually crazy how much the $OPEN warrants went up in value today. Maybe something like 50%+ Tomorrow looking even better The higher the stock price goes - the more valuable the warrants - the more people want to buy shares to get those warrants. A beautiful cycle" [X Link](https://x.com/anyuser/status/1987994460597420218) 2025-11-10T21:23Z [----] followers, 19.6K engagements "Kaz telling his family to go all-in on $OPEN Im doing the same (shell thank me later)" [X Link](https://x.com/anyuser/status/1988011338048864691) 2025-11-10T22:30Z [----] followers, 85.6K engagements "Every time I see $BBAI I cant help but think big back ai" [X Link](https://x.com/jeffye888/status/1988314303255232806) 2025-11-11T18:34Z [----] followers, [----] engagements "$OPEN warrants mooning = shorts getting smoked 😮💨" [X Link](https://x.com/anyuser/status/1988711522487632123) 2025-11-12T20:52Z [----] followers, 13.8K engagements "$OPEN warrants probably worth around $10.50 after todays close. Take your number of shares divide by [--] and multiply by $10.50 to get a sense of the dollar value that will be distributed on or around Nov 21st" [X Link](https://x.com/anyuser/status/1988716252517527991) 2025-11-12T21:11Z [----] followers, 51.7K engagements "@PunkBeach92 You just get them Free calls basically. Can sell or hold up to you" [X Link](https://x.com/jeffye888/status/1988721640533029171) 2025-11-12T21:32Z [----] followers, [----] engagements "if you don't believe me. looks like I was being even conservative" [X Link](https://x.com/jeffye888/status/1988732060933189854) 2025-11-12T22:14Z [----] followers, [----] engagements "$OPEN only 1.5% below the cumulative HIGH target for acquisition contracts so far. not bad A+ execution for sure" [X Link](https://x.com/jeffye888/status/1991226010633671031) 2025-11-19T19:24Z [----] followers, 12.4K engagements "The [----] acquisition contract range on actually reveals a ton of information on where the company is headed (if you know how to read it) Luckily this was literally my job at $OPEN - so I got you fam. Just shift the range roughly [--] month back to account for days to close and multiply by 80% for fall-throughs to get a pretty good estimate for [----] acquisitions. High: 24K acquisitions ($9.5B GMV) Low: 14k acquisitions ($5.7B GMV) Mid: 19K acquisitions ($7.6B GMV) That means base / midpoint case is already 2.4x times [----] acquisitions (8K homes). [----] will be a bigly year." [X Link](https://x.com/jeffye888/status/1991630730032738629) 2025-11-20T22:12Z [----] followers, 32.6K engagements "@jnavin Their "actual" CM right now (not their reported) is around 0% once you take into account financing costs - so 3% is probably aggressive even. Needs to assume some ancillary revenue from each transaction - or a huge macro tailwind (both very feasible but not proven)" [X Link](https://x.com/jeffye888/status/1991643523205197934) 2025-11-20T23:03Z [----] followers, [---] engagements "Now the question that everyone actually cares about. what does all this $OPEN analysis mean for the stock price I think $CVNA has to be the best comp here. Low margin high turnover huge TAM high growth. Carvana's current trailing revenue multiple is 3.8x which would put @opendoor at [---] * $8B = a cool $30B market cap by YE [----]. Opendoor doesn't warrant this revenue multiple YET but if it can re-inflect profitable growth convincingly then analysts will rerate to something around CVNA's multiple. Assuming close to 1B shares fully diluted just to make the math easy = $30 / share Of course" [X Link](https://x.com/jeffye888/status/1991669933135298953) 2025-11-21T00:48Z [----] followers, 42.6K engagements "@VikramRajvanshy Thanks I built the entire operating model from scratch back in [----]. Tokenization is on the roadmap" [X Link](https://x.com/jeffye888/status/1991702196329803816) 2025-11-21T02:56Z [----] followers, [----] engagements "Waiting for my $OPEN warrants like" [X Link](https://x.com/jeffye888/status/1991916281797501326) 2025-11-21T17:07Z [----] followers, 15.9K engagements "Wow what a swing. December rate cut back on the table $OPEN" [X Link](https://x.com/jeffye888/status/1991979574029365662) 2025-11-21T21:18Z [----] followers, [----] engagements "Got em coach" [X Link](https://x.com/jeffye888/status/1991985710870761696) 2025-11-21T21:42Z [----] followers, [---] engagements "Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants the short sellers owe warrants they do not own. The Scramble: Starting Monday these short sellers may be forced to enter the market to buy the warrants (tickers likely OPENW OPENL OPENZ) to pay back the lenders. Impact: This could create artificial buying pressure on the warrants. While this doesn't directly force the stock up" [X Link](https://x.com/jeffye888/status/1992443603952828843) 2025-11-23T04:02Z [----] followers, 35.6K engagements "@Venu_7_ $OPEN and already did" [X Link](https://x.com/jeffye888/status/1992458526170689918) 2025-11-23T05:01Z [----] followers, [---] engagements "Just used @Gemini [---] First time Ive used an alternative where the answers feel materially smarter than ChatGPTs best model more grounded sophisticated and less sycophantic @OpenAI might be in real trouble here" [X Link](https://x.com/jeffye888/status/1992469314453336261) 2025-11-23T05:44Z [----] followers, [----] engagements "@8bitsteveo @Micro2Macr0 Told my mom to buy bitcoin and she said no its gonna fall more - thats a bottom sign for sure" [X Link](https://x.com/jeffye888/status/1992715111858131129) 2025-11-23T22:01Z [----] followers, [----] engagements "$OPEN all day today Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants" [X Link](https://x.com/jeffye888/status/1993057789703602632) 2025-11-24T20:43Z [----] followers, 12.4K engagements "The best leaders arent afraid of getting in the weeds. They revel in it cause they know thats where the truth actually lies. Seems like Kaz is doing everything humanely possible to get $OPEN offers to an accurate and fair place for every seller I would say thats the single most important thing they can do for the company - eliminate adverse selection. @LiebermanAustin This is great feedback. I review quite a few of our offers every week and as the model improves we are getting closer and closer to the pin. Cash+ is actually a wonderful product in these cases where we can give sellers upside" [X Link](https://x.com/jeffye888/status/1993187752171782210) 2025-11-25T05:19Z [----] followers, 17.4K engagements "This is why I do it $OPEN" [X Link](https://x.com/jeffye888/status/1993437222213988645) 2025-11-25T21:50Z [----] followers, [----] engagements "Just friendly PSA that the housing rebound hasnt even begun yet. Dont get caught having to chase $OPEN in [----] when rates finally inflect downwards The market is a device for transferrijg money from the impatient to the patient" [X Link](https://x.com/jeffye888/status/1993720209199530312) 2025-11-26T16:35Z [----] followers, 15.3K engagements "@drumrollDawg hodl" [X Link](https://x.com/jeffye888/status/1993770330004049945) 2025-11-26T19:54Z [----] followers, [--] engagements "Just listened to @CanadaKazs segment on resiclub and this is what stood out to me the most. If $OPEN can truly sell homes faster without sacrificing too much margin on pricing then it will fundamentally change the risk profile of the business. still VERY early early days 🐣" [X Link](https://x.com/jeffye888/status/1995662488130781289) 2025-12-02T01:13Z [----] followers, 13.7K engagements "Pueo is talking about inventory resale markup which is similar in concept to a retailer marking up their goods above cost to capture a margin. The only problem is markups only work if you know exactly what youre selling. A lot of times $OPEN would buy a lemon mark it up and then had an over / mis-priced asset sitting on the market for months if not years. (the aforementioned stinky fish 🐟 as we used to call it) If the company can correctly identify the toughest homes to resell and price them accordingly and / or find the right buyer quickly - thats essentially the crux of the entire" [X Link](https://x.com/jeffye888/status/1995698589084123448) 2025-12-02T03:36Z [----] followers, [----] engagements "First $OPEN acquisition with no human in the loop already AI is the true unlock to allow $OPEN to realize its full potential. This was immediately apparent to me even a year ago as I worked with the latest models. Glad to see the team executing so friggen fast on this. @Opendoor_God We are shipping every day. We are launching new markets. Acquisitions are up. We went into contract on our first home with total AI assessment (zero human visits to hone) last week. Where do you think we are moving slowly Feedback is a gift. @Opendoor_God We are shipping every day. We are launching new markets." [X Link](https://x.com/jeffye888/status/1995904431225983293) 2025-12-02T17:14Z [----] followers, 31.7K engagements "@maelan_sdmr The speed is impressive - untangling the old process and launching an AI-first new process. Lets see how much they can scale it up" [X Link](https://x.com/jeffye888/status/1995923065742786897) 2025-12-02T18:28Z [----] followers, [---] engagements "@KCapital88 yes - the AI story here is strong too as well. hope the team leans into investor communication at some point. I think $SHOP did a good job of this actually" [X Link](https://x.com/jeffye888/status/1996703535778746760) 2025-12-04T22:09Z [----] followers, [--] engagements "@RIPBall_ Analysts are not positioned at all well to do it. Technologies always have the better line of sight" [X Link](https://x.com/jeffye888/status/1996729062392582437) 2025-12-04T23:51Z [----] followers, [--] engagements "Usually dont post $OPEN technical / options stuff but this is too good not to share" [X Link](https://x.com/jeffye888/status/1997909605561852011) 2025-12-08T06:02Z [----] followers, 21.7K engagements "Why is it unfair I think Lex is fine as a person but using the MIT-brand the way he has is deeply inauthentic (to say the least) and people can sniff that out from a mile away. Especially because at best hes an avg technical interviewer. If he had just been a proud Drexel alum and done exactly the same things hes been doing - he would have had the same success without all this drama. Also I have qualms about his deep navet about the world but thats more of an agree to disagree" [X Link](https://x.com/jeffye888/status/1998072724988788831) 2025-12-08T16:50Z [----] followers, [---] engagements "Agree 100% but will likely need macro boost to make this happen in [----]. @ericjackson the next catalyst in my view is a faster path to break even or positive ebitda based on a combination of continued cost cutting AI integration more revenue from home sales and higher margin incremental revenues from add-on revenue services. This is the next re-rate. @ericjackson the next catalyst in my view is a faster path to break even or positive ebitda based on a combination of continued cost cutting AI integration more revenue from home sales and higher margin incremental revenues from add-on revenue" [X Link](https://x.com/jeffye888/status/1998073207748985298) 2025-12-08T16:52Z [----] followers, [----] engagements "One of the key $OPEN metrics I track to understand buyer demand and sentiment is mortgage purchase apps Looks to be tracking at almost a [--] year high bodes well for [----] 🚀" [X Link](https://x.com/jeffye888/status/1998238572445634694) 2025-12-09T03:49Z [----] followers, [----] engagements "Someone got a hold of jay powells speech $open @jeffye888 Again https://t.co/VTPTnLUhIq @jeffye888 Again https://t.co/VTPTnLUhIq" [X Link](https://x.com/jeffye888/status/1998475852821201214) 2025-12-09T19:32Z [----] followers, 25K engagements "Weve barely even gotten started $OPEN @GMN_watch First inning. But we should see results of this work soon. @GMN_watch First inning. But we should see results of this work soon" [X Link](https://x.com/jeffye888/status/1999974607894564895) 2025-12-13T22:47Z [----] followers, [----] engagements "While the $OPEN team cooks Im still tracking macro and 10-year yield trends. This week great insights from both the @ForwardGuidance and @RenMacLLC crews who feel like cuts are underpriced for [----]. 1) Labor risks are clearly to the downside while inflation continues to under-surprise 2) Powell himself is already leaning dovish despite not much more data since Oct; perhaps realizing hes been behind on understanding underlying labor market weakness 3) New chair (Hasset) for sure going to be even more dovish with Trump putting heavy pressure on Fed to ease rates heading into midterms Despite" [X Link](https://x.com/jeffye888/status/2000300863877988649) 2025-12-14T20:24Z [----] followers, [----] engagements "crazy $OPEN was using a 3rd party vendor for this. glad to see it back as a core competency / tech moat for the company" [X Link](https://x.com/jeffye888/status/2001086075272618472) 2025-12-17T00:24Z [----] followers, [----] engagements "Good to see a recovery here. $OPEN" [X Link](https://x.com/jeffye888/status/2001086199432405171) 2025-12-17T00:25Z [----] followers, 15K engagements "@johanhuynhh they're using AI to more accurately price homes based on photos (think kitchen cabinets countertops layout etc.) should definitely be a core competency for a company like $OPEN" [X Link](https://x.com/jeffye888/status/2001090021840052645) 2025-12-17T00:40Z [----] followers, [---] engagements "From @TheEconomist $OPEN" [X Link](https://x.com/jeffye888/status/2001393122279067678) 2025-12-17T20:44Z [----] followers, [----] engagements "Buckle in for [----] $OPEN gang" [X Link](https://x.com/jeffye888/status/2001393759129420039) 2025-12-17T20:47Z [----] followers, [----] engagements "@berner_my @TheEconomist Bro its only been like [--] months its honesty crazy what theyve accomplished in that time" [X Link](https://x.com/jeffye888/status/2001413675182362996) 2025-12-17T22:06Z [----] followers, [----] engagements "@bimiki @berner_my @TheEconomist Im sure institutions are watching right now - the $CVNA comp is just too obvious. But big money flows wont come in until $OPEn posts clear signs of an inflection in unit economics. Im guessing thats maybe [--] quarters out" [X Link](https://x.com/jeffye888/status/2001426865051897950) 2025-12-17T22:58Z [----] followers, [----] engagements "@letsgometsnjets @LloydReeves13B @bimiki @berner_my @TheEconomist Possible but probably would need a lot of macro things to go right (along with continued stellar execution) Retouching ATH's in [----] is my base case" [X Link](https://x.com/jeffye888/status/2001452622734332063) 2025-12-18T00:41Z [----] followers, [----] engagements "@VikramRajvanshy @letsgometsnjets @LloydReeves13B @bimiki @berner_my @TheEconomist I think we have a good chance by end of Q1. Well be in peak housing season by then and will have a good sense if buyer demand is back" [X Link](https://x.com/jeffye888/status/2001505842718519699) 2025-12-18T04:12Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jeffye888 Jeffrey Ye
Jeffrey Ye posts on X about $open, in the, ai, to the the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +37%
- [--] Month [-------] -2.10%
- [--] Months [---------] +216%
Mentions: [--] #
- [--] Month [--] -75%
- [--] Months [---] +208%
Followers: [-------] #
- [--] Week [-----] +1.30%
- [--] Month [-----] +4.20%
- [--] Months [-----] +78%
CreatorRank: [-------] #
Social Influence
Social category influence finance stocks technology brands cryptocurrencies social networks automotive brands countries celebrities musicians vc firms
Social topic influence $open #38, in the, ai, to the, mortgage rate #54, company, we are, acquisition, money, carrie
Top accounts mentioned or mentioned by @opendoor @ericjackson @nejatian @shrisha @rabois @pueokeffer @carriecwheeler @karpgod @adambain @yangguo @martinshkreli @canadakaz @selimf @datadoorio @opendoors @nejatians @fahdananta @vladtenev @morganb @deepskyai
Top assets mentioned Opendoor Technologies Inc Common Stock (OPEN) Robinhood Markets, Inc. (HOOD) Carvana Co. (CVNA) Shopify Inc (SHOP) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Berkshire Hathaway Inc. (BRK.A) Palantir Technologies Inc. (PLTR) loanDepot, Inc. (LDI)
Top Social Posts
Top posts by engagements in the last [--] hours
"As a former employee always thought there wasn't much good Opendoor diligence out there (aside from my bros at @DatadoorIO) Figured now was the right time to start a weekly $OPEN research blog 😉 LFG 🚀 https://www.openinvestmentlabs.com/the-good-the-bad-and-the-opportunity-ahead/ https://www.openinvestmentlabs.com/the-good-the-bad-and-the-opportunity-ahead/"
X Link 2025-07-24T00:07Z [----] followers, 116.3K engagements
"Teaser from launch week double-header article publishing tomorrow: "In fact I imagine theres a huge opportunity being missed RIGHT NOW to partner with Grok NVIDIA OpenAI Google Microsoft Meta or any other leading-edge AI Lab to collaborate on Opendoors extremely unique housing-related data set and build absolutely the most accurate home pricing AI model in the world. What an unlock this could be to truly access the full TAM of the housing market and just as importantly help Opendoor rediscover its original tech disrupter roots." Felt like I needed to get this one off my chest - stay tuned"
X Link 2025-07-25T00:52Z [----] followers, 55.8K engagements
"And we're live with $OPEN article #2 Double-header this week. These thoughts are especially close to my heart given my current role at and what I feel like is the missed opportunity. @Opendoor @ericjackson @Karp_God https://www.openinvestmentlabs.com/wheres-the-ai/ http://DeepSky.ai https://www.openinvestmentlabs.com/wheres-the-ai/ http://DeepSky.ai"
X Link 2025-07-25T19:10Z [----] followers, 62.9K engagements
"@ScooperCapital @ericjackson @NerdcapK Love it"
X Link 2025-07-25T20:06Z [----] followers, [---] engagements
"Got some feedback that I should share more about my background at @Opendoor Over [--] years (2016 - 2019) was lucky enough to touch. - Pricing experimentation w/ @LeoPekelis @sri_batchu and Nelson Ray - Portfolio and risk management w/ @dsinsky and @cal_arora - Built the core financial and operating model (from scratch) w/ @btulsiani2 @jechild @pan_yvette Rajiv Krishnarao - Worked with Market GM's on planning and goal setting w/ Megan Meyer Toolson and Chris O'Riordan I think we all knew back then that there was something special about what we were building. The caliber of the team was"
X Link 2025-07-26T00:15Z [----] followers, 28.4K engagements
"Wanted to follow-up on my hunch after publishing my "Where's the AI" article. was curious how good o3 would be straight "out of the box" as a "Home AI Valuation Agent" Answer: Pretty f*cking amazing already Step 1: Generated a system prompt (using Claude 4) to ask it to be a "home valuation AI agent" (with the goal of giving me expected sale price and days on market) Step 2: Dropped the system prompt into o3 along with some very basic details and [--] pictures of my home that I spent less than [--] minute taking Output: Don't want to doxx myself with the details but answer was pretty much on the"
X Link 2025-07-28T23:46Z [----] followers, 28.9K engagements
"@tribcis Good point I see it another way though. If $OPEN can solve / derisk pricing then they can focus on differentiation through scale customer experience and operations. (See $CVNA here) There are no other ways ibuyers (other than offerpad) so this would be a huge unlock"
X Link 2025-07-29T01:21Z [----] followers, [----] engagements
"On the docket this week for Thursday: Quick FOMC debrief and vibe-check on macro tailwinds Friday: @Opendoor Aug 5th Earnings preview - what I'm expecting and what I'll be looking for as potential catalysts Tough price action the last few days but feels like just a blip in the grand scheme of things. $OPEN http://openinvestmentlabs.com http://openinvestmentlabs.com http://openinvestmentlabs.com http://openinvestmentlabs.com"
X Link 2025-07-29T16:11Z [----] followers, [----] engagements
"#1 thing Ill be looking for from Mr. JP today. Is he willing to temper his language around tariff-based inflation or will he continue beating his drum around uncertainty Even any slight inkling of dovish posturing from him and I think $OPEN rips"
X Link 2025-07-30T16:43Z [----] followers, [----] engagements
"FOMC Debrief + Quick Housing Market Vibe-Check article up "You Shall Not Pass" 1) Powell defying Trump (once again) 2) Housing = "Sorry not my problem" 3) Get ready for September FOMC fireworks After all the AI discussion want to get back to reality a bit and level-set expectations. It took $CVNA roughly [---] years to retest its ATH after hitting ATL and I think that's a fair time horizon for $OPEN as well. It's only been [--] WEEKS since sentiment shifted. The road to $82 will require YEARS of sustained effort. Also please stay tuned tomorrow for my full Q2 [----] Opendoor Earnings pre-read and"
X Link 2025-07-31T18:23Z [----] followers, [----] engagements
"50bps swing in sept rate cut chances overnight Kalshi's latest odds for the Fed's September decision post-NFP: 🔸 Cut 25bps: 78% 🔸 Maintain rate: 21% 🔸 Cut 25bps: 5% https://t.co/Rczfz9j3bB https://t.co/L2Bu49XP5r Kalshi's latest odds for the Fed's September decision post-NFP: 🔸 Cut 25bps: 78% 🔸 Maintain rate: 21% 🔸 Cut 25bps: 5% https://t.co/Rczfz9j3bB https://t.co/L2Bu49XP5r"
X Link 2025-08-01T14:14Z [----] followers, [----] engagements
"Biggest one day drop in mortgage rates this year $OPEN Maybe macro tailwinds do exist after all"
X Link 2025-08-01T17:15Z [----] followers, 16.5K engagements
"And we're LIVE with my thoughts on $OPEN's Q2 [----] earnings coming up this Tuesday. Watch out for: - Q3 Acquisition Guidance - Key Agent / Cash Plus metrics - Management acknowledgement of retail support Excerpt: It's been clear to anyone listening to the last [--] years of earnings calls that the company's general strategy has been to set C-minus goals and achieve C results. Tough macro tough macro tough macro has been the story every call - leading to the diminished business seen today. Imagine now if Carrie opens with: "We are committed to re-catalyzing growth through all macro environments"
X Link 2025-08-01T19:13Z [----] followers, 42.3K engagements
"Quick follow-up on my $OPEN Q2 Earnings Expectations write-up. We've been hyper-focused on building an investment research agent over at and you can check out what it says about @Opendoor's upcoming earnings down below. Pretty good if I do say so myself (and a lot better than o3 😏) "DeepSky Insight: Beyond iBuying Opendoor's burgeoning agent partnership model is more than a supplementary revenue stream; it's a necessary evolution away from the capital-intensive balance-sheet-heavy iBuying business that is so vulnerable to market cycles. By leveraging its powerful marketing engine to generate"
X Link 2025-08-01T23:10Z [----] followers, 19.9K engagements
"Wanted to highlight this section from the end of my $OPEN Q2 Earnings Expectations article. I just love this idea for some reason ESPECIALLY paired with a media blitz by Carrie. One "crazy" idea would be to cut ALL paid and brand marketing spend but move that money into paying down mortgage rates for prospective buyers who have Opendoor shares AND are looking to buy an Opendoor home. This would be a huge narrative shift in terms of helping buyer affordability and may even get the administration on the company's side. The quicker turnover of inventory from the buyer rate pay down would then"
X Link 2025-08-02T04:45Z [----] followers, 26.3K engagements
"We did it fam. Officially at the lowest rate of the year today. Just [--] more bps and housing floodgates $OPEN 🌊 🌊 🌊"
X Link 2025-08-04T20:10Z [----] followers, 35K engagements
"@KeithBolognese Opendoor will beat Q2 guide will all come down to Q3 guide"
X Link 2025-08-04T23:30Z [----] followers, [---] engagements
"@smitty_lefty @KeithBolognese Its all relative to street expectation but its more about their Q3 acquisition guide (how many homes they plan to buy not sell) and also the reported uplift from key agent"
X Link 2025-08-04T23:48Z [----] followers, [--] engagements
"Fun fact: @selimf won Most Progress in IR at eBay as VP of Investor Relations back in [----]. Lets see if he and Carrie can lean into newfound retail and institutional support and win that award again for $OPEN - starting TOMORROW 🏆"
X Link 2025-08-05T02:10Z [----] followers, 10.4K engagements
"First read of $OPEN earnings: 1) Guide for [----] Homes Purchased - Bottom range for Q3 Acquisition guidance (lol I somehow nailed the bottom-end range) 2) Very conservative commentary and guidance. Clearly not baking in any macro upside in H2. 3) Very strong Key Agent metrics (5x conversion vs direct to consumer). Clearly going to lean in here. Obviously not ideal market reaction but given last few week run-up and no wild card announcements (AI partnership). Not surprised. Real price action will be tomorrow. Stay tuned for the call"
X Link 2025-08-05T21:00Z [----] followers, 21.6K engagements
"Quick takes on $OPEN earnings call: 1) Still conservative guidance due to macro. Tune hasnt changed. Shows good risk management in one sense but also risks losing retail and price support in another. Could see price action taking us back down below $1 again (although macro backdrop definitely looks to be better) 2) Carrie sounds VERY excited about the platform shift to Key Agent. Just reading between the lines but I could hear her almost disbelief at the product-market fit here (ie. holy shit this thing could actually make us money) Initial numbers seem very good but unfortunately will have"
X Link 2025-08-05T21:58Z [----] followers, [----] engagements
"Ok here me out $OPEN fam. No one's happy at the after-hours price action (except those dirty shorts) BUT. Did some back-of-the-envelope on the potential Key Agent business profit contribution. and numbers actually look 🥩🥩🥩 Even at the current [----] scale assuming 2.5x conversion (not 5x) - could be as much as $70M+ pure profit to the bottom-line at full rollout. That alone would bring the company pretty close to ANI-breakeven. At closer to 20K homes (their [----] scale) and 4x conversion - that's $200M to the bottom-line (and a $10-$20B market cap business on its own AT LEAST) When Carrie"
X Link 2025-08-06T04:31Z [----] followers, 31.8K engagements
"My additional thoughts on the $OPEN Carrie / CEO situation. First of all I want to say that probably no single person has done more for @Opendoor than @ericjackson. If you think about it he's PERSONALLY helped increase Carrie's net worth by something on the order of $18M+ from the lows of $0.50 (given Carrie's 14M shares at today's price of $1.80) In addition management should 100% acknowledge how much Eric bailed the company out from having to R/S or worry about penny stock status and delisting. THAT SAID I don't believe trying to oust Carrie is the right thing for the company. I see her"
X Link 2025-08-07T16:18Z [----] followers, 114.1K engagements
"@sikes69415 @Opendoor @ericjackson both TSLA and PLTR are currently profitable and languished for many many years (with Karp and Elon at the helm) before mooning. We're currently in the languishing phase. TBD on the mooning phase"
X Link 2025-08-07T16:54Z [----] followers, [---] engagements
"@BasedDeptGnrl @pikachustrategy @Opendoor @ericjackson "harvest me carrie my body is ready""
X Link 2025-08-07T21:20Z [----] followers, [--] engagements
"Whether I agree with @ericjackson or not a little 🔥 under the 🍑 is definitely good for @Opendoor I think my and @ericjacksons perspectives BOTH should be surfaced to the board and Carrie. She needs to know that in [----] the power of retail is real and that the threat of her removal may seem inconsequential until its not. Lets see if shes a woman of her word and that shes getting her 🚜 out for harvest time 🧑🌾 The more I sit with Jeffs take the more I realize its not just wrong its dangerously wrong. Jeff is brilliant. I tried to hire him. But on this issue hes 100% off. And because hes so"
X Link 2025-08-08T01:37Z [----] followers, 12.5K engagements
"@goyeongbin13732 @NickTimiraos @AnnaEconomist @RenMacLLC mmmm so you think next 100bps of rate cuts by the fed are already priced into the [--] year"
X Link 2025-08-08T03:05Z [----] followers, [---] engagements
"Yes yes yes The right start for sure 👏👏👏 Let's hope this is just the beginning. @carriecwheeler - Please remember every engaged message or watched video is a potential future Opendoor customer. Tweeting / X'ing as inane as it sounds builds both top of funnel and brand equity. If you truly want every seller and buyer to start their home journey with Opendoor we have the perfect launch pad right now 🚀 Tesla is a household name because of @elonmusk - we're honestly not too far from @Opendoor becoming one as well because of @ericjackson and hopefully @carriecwheeler now as well. It's harvest"
X Link 2025-08-08T20:14Z [----] followers, [----] engagements
"@MarkR5000 Looks like you're gonna win that dollar 🧧"
X Link 2025-08-08T20:24Z [----] followers, [---] engagements
"Nothing better than primary research to derive alpha. @DatadoorIO member actually called some Key Agents and came away mega-bullish. Makes sense to me - lead flow is the lifeblood of any agent business and it seems like @Opendoor's is top-notch 👌"
X Link 2025-08-08T21:23Z [----] followers, [----] engagements
"Top [--] Takeaways from $OPEN's Q2 [----] Earnings Post Up 1) Key Agent is working 2) But what about the ramp 3) Macro upside () "For anyone who's tried to request an offer from Opendoor it's not a trivial process. It requires a lot more intent and motivation than just checking your home's estimated value on Redfin and Zillow and that's exactly why the lead quality is so good - these are people who ACTUALLY want to move. Additionally Opendoor can offer both agents and sellers something that Zillow or Redfin simply can't - a guaranteed offer backed by their iBuying business. What was formerly"
X Link 2025-08-08T23:33Z [----] followers, [----] engagements
"Key Agent Ramp Math: This is assuming though that ALL offers are routed to Key Agents and they have the capacity to support that volume. I'm not sure what that ramp looks like; but again we can do some quick math. 1) If we assume a top agent team can do [--] transactions a year 2) 2.5x conversion to the [-----] homes sold = [-----] "Key Agent" transactions 3) Doesn't make sense to stuff [--] deals through a team that's at max capacity so let's assume we're bringing the average agent from [--] to [--] transactions a year = [--] Incremental Key Agent Transactions / Agent 4) [-----] Transactions / [--] per Agent"
X Link 2025-08-08T23:36Z [----] followers, [----] engagements
"@ericnicksaz @DatadoorIO @Opendoor Carrie said 5x cash offer conversion so maybe in the 15-20% range Thats what I have baked into my own assumptions"
X Link 2025-08-09T03:17Z [----] followers, [---] engagements
"Had some more time to sit with @carriecwheeler's message. Here's my deeper read: Some are calling this a meme moment - Almost certainly those "some people" included herself at first I'm all in. - Feels a little empty and doesn't fool anyone if she hasn't followed-up to her one message with more engagement. That doesn't signal "all-in" behavior to me (see @ericjackson for true "all-in" behavior) There are moments when words matter and this is one of them. - This feels to me like her team ultimately convinced her that she needs to lean in here. Over time well share more in different forums"
X Link 2025-08-09T16:05Z [----] followers, 30.3K engagements
"Why cant @opendoor allocate some of its marketing dollars towards mortgage rate paydowns Actually give the money to home buyers (not marketing firms) and shift the narrative to helping tackle home affordability. Get @pulte on board too. Their homes would sell like hotcakes 🥞 and seller spreads could come down. Beautiful flywheel for $OPEN. @adambain @selimf @pueokeffer @ericjackson @carriecwheeler @shrisha Lennar has a sample property listed for $522240 that comes out to $2457/mo. with their 3.99% mortgage rate. To achieve the same monthly payment with a typical mortgage rate of 6.625% you'd"
X Link 2025-08-09T18:55Z [----] followers, 14.7K engagements
"One reason new home builds have done so much better than existing homes the last few years is because they know mortgage rate paydowns are a much more efficient use of their capital vs. straight price drops. Buyers think in monthly payments and rate paydowns are more effective in increasing their buying power. Obviously much harder for the average seller to pay down a rate but I dont understand why Opendoor hasnt been using this tactic - especially when its already proven to be so effective for the homebuilders"
X Link 2025-08-09T19:32Z [----] followers, [---] engagements
"No more blaming macro $OPEN needs to up its game for the buyer not just the seller. Some simple fixes will help $OPEN sales increase. Their houses have long lag on the market and lot of that is self-induced I believe. @ericjackson @adambain @carriecwheeler @jeffye888 Some simple fixes will help $OPEN sales increase. Their houses have long lag on the market and lot of that is self-induced I believe. @ericjackson @adambain @carriecwheeler @jeffye888"
X Link 2025-08-09T19:34Z [----] followers, [----] engagements
"@ericjackson"
X Link 2025-08-10T14:53Z [----] followers, [----] engagements
"But if by Aug 20th the board stonewalls Ill consider selling every share & moving to my next 100x idea. Each of you will decide for yourselves too. lol. $OPEN - I believe in the business current path and in the team. Not to say there isnt room for improvement but on the current path I see: 80% chance of being a [--] bagger 20% chance of being a [---] bagger That sounds pretty good to me. This confirms it: In [---] years as CEO Carrie Wheeler has done ONE media appearance. Not [--] per quarter like a real platform CEO on CNBC Bloomberg Fox Biz podcasts just one. While $OPEN melted to [--] (June 25) the"
X Link 2025-08-10T20:20Z [----] followers, 22K engagements
"DEFINITELY need better macro. Caveman🗿math to 100x: Buybox and market expansion touch 5% of transactions Housing rebound 5M existing home sales 2% blended contribution margin across key agent cash plus ibuying $400K average home price EQUALS $2B contribution profit less $0.5B in fixed opex = $1.5B net income This is right around where $CVNA 2025E is which would put $OPEN somewhere around $70B or roughly $100 / share Before I would have said very f*cking hard to get to 5% market share with just the core ibuying business given capital requirements but Key Agent completely changes the scaling"
X Link 2025-08-11T02:15Z [----] followers, [----] engagements
"How can you NOT be bullish on $OPEN @yang_guo @carriecwheeler 😜"
X Link 2025-08-11T03:09Z [----] followers, 11.3K engagements
"Agent experience will be hard for @opendoor to control. Makes me think ramp may be slower than expected. (Dont say I only post copium) People are saying https://t.co/71pxridSmB People are saying https://t.co/71pxridSmB"
X Link 2025-08-11T14:08Z [----] followers, [----] engagements
"My Top [--] needle-moving questions for @shrisha and team: [--]. How / when will AI power buybox and market expansion [--]. How are you incorporating LLMs (vs. traditional ML) into the business. Where are they better or worse [--]. Do you see @opendoors data as a potential revenue source Like I said in my where the AI article I dont see why Opendoor shouldnt be in every MSA in the country especially now with cash plus and key agent. Housing homogeneity be damned. @AirFare_ @ericjackson @carriecwheeler Thanks for the suggestion & appreciate your perspective. We believe the most powerful insights come from"
X Link 2025-08-11T18:04Z [----] followers, [----] engagements
"Agreed Google is paying Reddit $60M a year for access and proprietary data is only getting more and more valuable. My hunch is theres gold in em hills if only the company is willing to try new things. I need to think more about services. Im not convinced adding things like renovations or moving is worth the operational headache - could be more an advertising play That would make a lot of sense (see $UBER)"
X Link 2025-08-11T20:34Z [----] followers, [---] engagements
"A casual +18% day for $OPEN. Hope we can set our differences aside for a moment and enjoy the greenery"
X Link 2025-08-11T20:41Z [----] followers, [----] engagements
"@ericjackson 🫶 I'd rather be rich than right"
X Link 2025-08-11T20:59Z [----] followers, 24.4K engagements
"Just learned @carriecwheeler follows Triple H. Time for a meme-pivot WWE-style 😎"
X Link 2025-08-12T23:29Z [----] followers, [----] engagements
"Nothing is black or white. Just like I dont unconditionally support @carriecwheeler I appreciate @ericjackson for the attention and enthusiasm hes brought to $OPEN. Price IS sentiment in the short term. But oftentimes the art is toeing the line not crossing it. Hopefully Eric can see that. EXACTLY @ericjackson has bad ideas for the company and is not someone that needs to be close to a board seat. He set the narrative for the earnings call to be bad when in fact it was perfectly acceptable and the earnings itself were fantastic $OPEN does not hinge on Erik or EXACTLY @ericjackson has bad"
X Link 2025-08-13T15:56Z [----] followers, [----] engagements
"Another mortgage rate low of the year today - 6.53%"
X Link 2025-08-13T19:39Z [----] followers, [----] engagements
"Highlighted some of my top $OPEN-related quotes from @rabois on @tbpn today - appreciate his openness and candor (as always) "Yuri Milner actually made this point to me seven years ago. The largest real estate platform in the west is worth about $18 billion. That's insane. This is the largest asset class period. The idea that the most innovative company in the entire Western universe would be worth $18 billion in residential real estate makes no sense whatsoever." Hard agree. @carriecwheeler - balls in your court Monday 🏀 cc: @adambain @pueokeffer @shrisha @yang_guo"
X Link 2025-08-13T22:50Z [----] followers, [----] engagements
"@NerdcapK @carriecwheeler Agree completely that opendoor needs to innovate on the mortgage side and fast. Why are they not partnering with Sage Home Loans like $HOOD and offering 6% mortgages"
X Link 2025-08-13T23:15Z [----] followers, [---] engagements
"Never bet against America and never bet against Buffet. Housings coming back in a BIG way 🌊 $OPEN *BERKSHIRE HATHAWAY ADDS UNH NUE LEN DHI LAMR IN 2Q: 13F Uncle Warren going long housing: we are getting lots of rate cuts folks. *BERKSHIRE HATHAWAY ADDS UNH NUE LEN DHI LAMR IN 2Q: 13F Uncle Warren going long housing: we are getting lots of rate cuts folks"
X Link 2025-08-14T20:42Z [----] followers, 14.4K engagements
"@Will_Son_2030 @Opendoor Yup 👍"
X Link 2025-08-14T21:48Z [----] followers, [---] engagements
"@Realtor_Stocks Yes I think mortgage financing innovation is the obvious first step here to help buyers. So many partners out there they could work with"
X Link 2025-08-15T00:49Z [----] followers, [---] engagements
"The Carrie wars have ended. I thought she would be fit to lead us into @Opendoor's next chapter but she apparently didn't believe herself. No matter. What's done is done. The 100x opportunity remains and that's what I'm here for. Here's what I would do now: High-performance culture shift - sell the 100x vision to employees and position Opendoor as a start-up again: 1) Require all core G&A (Finance Product Eng etc.) to work out of San Francisco. No more bullsh*t overseas or remote roles. 2) Let go of bottom-tier performers - anyone who has gotten "did not meet expectations" 2x in a row (or at"
X Link 2025-08-15T20:00Z [----] followers, 20.4K engagements
"@Karp_God Like $pltr like btc like $cvna - $OPEN will be a generational HODL story"
X Link 2025-08-16T00:57Z [----] followers, [----] engagements
"Agreed but also someone with an understanding of risk management and operational excellence. Scaling @opendoor back up too quickly is the #1 way the company goes under. #2 is not scaling up quickly enough. Were gonna need the best. @sol_flex69 @ericjackson @rabois I'm playing the CEO pick. If they pick an innovator with startup and ML DNA I'll buy up. If they go for some big techie who's never built a 0-1 business or worse someone from bulge bank finance or real estate I'll look for an exit point. @sol_flex69 @ericjackson @rabois I'm playing the CEO pick. If they pick an innovator with"
X Link 2025-08-16T15:49Z [----] followers, [----] engagements
"One good meme is worth [----] blogposts 💪🏻 $OPEN https://t.co/UAIccOzErF https://t.co/UAIccOzErF"
X Link 2025-08-16T18:45Z [----] followers, 11.9K engagements
"@mortgagetruth Lower inflation too. Trump WANTS worse job numbers. He fired the old commissioner cause she had inflated the numbers. Actual numbers would have maybe put July rate cut on the table"
X Link 2025-08-18T17:07Z [----] followers, [----] engagements
"Looking back when $OPEN hit $0.53 I felt powerless. I knew from first-hand experience the company was something special but I couldnt understand how it had become such a shadow of its former self. Fast forward to today and Opendoor has become a story of retail empowerment and how motivated individuals can effect change at corporations. At @DeepSkyAI weve also been building to empower individuals with access to the best market data and leading-edge business AI. I use it daily to augment my own $OPEN and stock research and were giving away [--] months of DeepSky for free to $OPEN believers (200"
X Link 2025-08-18T17:09Z [----] followers, [----] engagements
"Looking back when $OPEN hit $0.53 I felt powerless. I knew from first-hand experience the company was something special but I couldnt understand how it had become such a shadow of its former self. Fast forward to today and Opendoor has become a story of retail empowerment and how motivated individuals can effect change at corporations. At @DeepSkyAI weve also been building to empower individuals with access to the best market data and leading-edge business AI. I use it daily to augment my own $OPEN and stock research and were giving away [--] months of DeepSky for free to $OPEN believers (200"
X Link 2025-08-18T17:26Z [----] followers, 277.8K engagements
"High interest rates weak housing demand lower construction employment lower interest rates strong housing demand $OPEN COMEBACK Circle of life 🦁 The bottom line is that activity cannot stay here indefinitely w/o impacting construction employment. Eventually the gap between activity (units under construction) and employment will close. Chart from our Q3 Chart Book https://t.co/ZtuGYHzCBl The bottom line is that activity cannot stay here indefinitely w/o impacting construction employment. Eventually the gap between activity (units under construction) and employment will close. Chart from our"
X Link 2025-08-20T03:56Z [----] followers, [----] engagements
"Robinhood just changed $OPEN to 50% margin maintenance 🤔"
X Link 2025-08-20T04:00Z [----] followers, 57.8K engagements
"Not yet not quite yet 🤥 $OPEN *FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK *FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK"
X Link 2025-08-20T18:13Z [----] followers, [----] engagements
"The speed of iteration and breadth of ideas and execution at $HOOD is insane. Almost mind-boggling at their scale. $OPEN take notes - this is founder-led energy @shrisha @adambain @pueokeffer Heavy metal finance edition Heavy metal finance edition"
X Link 2025-08-20T20:06Z [----] followers, [----] engagements
"@vladtenev - I wouldnt say no to an $OPEN buyout offer at $10 a share. All stock 😉"
X Link 2025-08-20T20:07Z [----] followers, [---] engagements
"$OPEN - Innovate or die. Props to @movewithroam. Very cool to see mortgage rates with a [--] handle again🫰 One of the primary career inspirations I had at @Opendoor was around the ability to make the buying and selling of homes frictionless. Why can't you buy a house in one single click Now you can. We're excited to launch "Buy now" on Roam. https://t.co/ddTJd7ZrcU One of the primary career inspirations I had at @Opendoor was around the ability to make the buying and selling of homes frictionless. Why can't you buy a house in one single click Now you can. We're excited to launch "Buy now" on"
X Link 2025-08-20T20:47Z [----] followers, [----] engagements
"Noice - great post. Human-AI hybrid is the way as it always has been $OPEN Hey $OPEN fam y'all are something else. I've literally scrolled through thousands of your tweets from the genius-level ideas to the "how did they even think of that" gems. Seriously your passion is incredible. I'm convinced AI is a core primitive for our next phase of https://t.co/OvenWIZw1Q Hey $OPEN fam y'all are something else. I've literally scrolled through thousands of your tweets from the genius-level ideas to the "how did they even think of that" gems. Seriously your passion is incredible. I'm convinced AI is a"
X Link 2025-08-21T16:47Z [----] followers, [----] engagements
"Took @DeepSkyAI to the 6ix and taught it to cook Drizzy style "What are some ways to get the rapper Drake involved as an investor in $OPEN" DeepSky Insight: "A strategic alliance with Drake offers Opendoor more than just a capital infusion or a celebrity face. It presents a rare opportunity to elevate the brand's entire market perception. Drake's involvement could transform Opendoor from being seen as a transactional "proptech" tool into a sophisticated lifestyle and financial services brand." --- Next up. Kendrick 👹 https://deepsky.ai/share/219f1a1f1b894a3f96373c8da85c5185"
X Link 2025-08-21T20:56Z [----] followers, [----] engagements
""I'd rather be rich than right" What a day Congrats to the $OPEN army on breaking $5 today It's not always going to be a straight line but we're still just getting started"
X Link 2025-08-22T20:48Z [----] followers, [----] engagements
"Listening to yesterdays The Compound with Tom Lee. Goddammit did Tom and Josh nail it with their Jackson Hole / Jay Powell calls. We go higher Also both mega bullish on housing recovery around the corner @Downtown and @fundstrat with some of the best market takes (as always) $OPEN"
X Link 2025-08-23T05:28Z [----] followers, [----] engagements
"Understand that $OPEN is hesitant to outsource core tech but I feel at least worth a conversation with $PLTR Just food for thought @shrisha @adambain @Karp_God @pueokeffer TOM LEE BASICALLY LAYING OUT WHY $PLTR IS THE AI OS https://t.co/6tCUxq06fN TOM LEE BASICALLY LAYING OUT WHY $PLTR IS THE AI OS https://t.co/6tCUxq06fN"
X Link 2025-08-23T14:53Z [----] followers, [----] engagements
"@justmasn @shrisha LLMs definitely have their issues but I just feel like what they currently have doesnt seem to be working"
X Link 2025-08-23T20:44Z [----] followers, [--] engagements
"Just one set of many many buys Ive made in $OPEN over the years. Wasnt easy at $0.51 to keep hitting buy but risk-reward always felt good to me Glad to be on the other side now 😮💨"
X Link 2025-08-25T16:49Z [----] followers, 34.4K engagements
"Amazing idea I got from another $OPEN believer (who prefers to stay anonymous) "Was thinking about how it's annoying if you're not in their buybox that you can't really experience / benefit from the platform at all. In the same way people care about their Zestimate let me do the camera walkthrough and get my home "scored" using $open's tools and AI and pixie dust etc. Example: Based on the data you entered and your video walkthrough here are the top [--] improvements you could make to increase your home's value according to our model even if $open doesn't /cant want to buy it Open could get"
X Link 2025-08-25T23:08Z [----] followers, 19.9K engagements
"Enjoying the memes and the pumps but still always focused on the $OPEN fundamentals Data is telling me buyers are pressed up against the start line Just need rates to head towards [--] and its off to the races 🏇"
X Link 2025-08-25T23:23Z [----] followers, [----] engagements
"Heres my [--] year investment strategy for my personal portfolio (based entirely on vibes). I believe $OPEN has a 50/50 chance of getting to $200 by [----]. Roughly 40x from today. Similarly I think $BTC has a 50/50 chance of hitting $1M by the same date. Roughly 10x from today. This means Ill probably scale out of $OPEN once it hits $20 and start DCAing into $BTC. Thats when the risk-reward will be roughly equal. (Obviously will be reevaluating $OPENs performance on the way) Put all your eggs in one basket and then watch that basket like a motherf*cker - Barren Wuffet"
X Link 2025-08-26T19:19Z [----] followers, 28.2K engagements
"An absolute must listen. On the 2x2 of buffness x analytical insight @WarrenPies is in rarified air Equities: S&P [----] by [----] - Bullish $OPEN Fixed Income: [--] Year Rally incoming - Bullish $OPEN Hard Assets: Fiat debasement paradigm - Bullish $BTC https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI https://www.youtube.com/watchv=Nm4D7zeBpwI"
X Link 2025-08-26T21:50Z [----] followers, 21.8K engagements
"@amitisinvesting - Ill come on and answer any question you have about $OPEN. The harder the better. Used to charge for it on GLG too. DM me anytime bro 😎 Hey @amitisinvesting . i used to have a pod. I stopped in [--] or [--] because I thought podcasts were too crowded. I always had to invite my guests on. I didnt expect them to come beg me to appear. I talk to whoever. Happy to chat with you. Howd the poll go Youre giving off Hey @amitisinvesting . i used to have a pod. I stopped in [--] or [--] because I thought podcasts were too crowded. I always had to invite my guests on. I didnt expect them to"
X Link 2025-08-27T22:19Z [----] followers, [----] engagements
"Activated margin today $OPEN"
X Link 2025-09-03T22:34Z [----] followers, 20.4K engagements
"Another YTD low today for mortgage rates. Broke [---] for the first time this year 🔨 $OPEN"
X Link 2025-09-03T22:38Z [----] followers, 10.2K engagements
"I was wrong. Carries departure from $OPEN has unleashed a tidal wave of retail enthusiasm leadership energy and price momentum that feels unprecedented. Macro is shifting and everything looks locked and loaded for the push to $10 and beyond. I use daily to stay on top of $OPEN-related housing and macro trends and weve launched the promo code RIPCARRIE to give users [--] months free access to the best investment-focused Deep Research tool on the market. Try it out now http://Deepsky.ai http://Deepsky.ai"
X Link 2025-09-05T03:23Z [----] followers, 14.1K engagements
"Wow close to breaching [--]. Amazing when everything comes together for $OPEN after being left out of the bull market for the last [--] years. Read a great quote in the @DatadoorIO discord - $OPEN is the best ticker to express the fade AI trade Rotation into momentum + small cap + housing makes so much sense right now (and you see it in the 13Fs)"
X Link 2025-09-05T15:42Z [----] followers, [----] engagements
"Completely missing the plot on $OPEN No mention of key agent and business model revamp missing latest AI developments and leadership overhaul. Just like $OPEN was hurt the most in the housing downturn its set to be the biggest beneficiary in the rebound. If they write a full short report Ill be scooping up shares like my life depends on it. Citron will continue to update the market on $LDI and its march higher.but in the meantime let's go back to the roots. Unlike $LDI which is undervalued and offers many ways to win $OPEN is nothing more than a stock promo and a science project in how to"
X Link 2025-09-05T16:24Z [----] followers, 27.2K engagements
"@ChefJasonPer @gnoble79 @yang_guo @rabois @CristinCulver @ericjackson @APompliano The mans clinging to Peter Lynch and bragging about working at a mutual fund. Hes a product of a bygone era unwilling or unable to adapt to new times. Let him be"
X Link 2025-09-05T20:27Z [----] followers, [--] engagements
"Ill be watching mortgage purchase app numbers on Wednesday like a hawk Buyer demand responding to lower rates will first be seen there then its off the races for $OPEN"
X Link 2025-09-09T00:19Z [----] followers, 12.2K engagements
"@vladtenev has mentioned several times wanting to eventually transact homes on $HOOD. This proves he knows about and is watching $OPEN right now. 🍿 @ericjackson looks like @vladtenev bought $OPEN. Congrats on the summit https://t.co/VuQjDsqlfS @ericjackson looks like @vladtenev bought $OPEN. Congrats on the summit https://t.co/VuQjDsqlfS"
X Link 2025-09-10T02:43Z [----] followers, 45K engagements
"Yoooooooo love this $SHOP is generational company and $OPEN will be too Lets fly 🪽 Big Opendoor news: weve appointed @nejatian as CEO. Ive known Kaz for a decade - hes incredible. The best tech companies succeed by having the right CEO in the seat. I believe Kaz is that leader. Thrilled. Co-founders @rabois and @ericwu01 are returning to the Board They Big Opendoor news: weve appointed @nejatian as CEO. Ive known Kaz for a decade - hes incredible. The best tech companies succeed by having the right CEO in the seat. I believe Kaz is that leader. Thrilled. Co-founders @rabois and @ericwu01 are"
X Link 2025-09-10T21:37Z [----] followers, 48.8K engagements
"Hold onto your britches $OPEN"
X Link 2025-09-10T21:48Z [----] followers, 14.9K engagements
"Housing coming back ✅ S-tier CEO coming in ✅ Retail momentum at all time high ✅ For those holding $OPEN since sub-$1 - feels like redemption. Key now is to just HODL and let the new team cook Bullish real estate. Bullish $OPEN. https://t.co/htxmhb5dO6 Bullish real estate. Bullish $OPEN. https://t.co/htxmhb5dO6"
X Link 2025-09-10T22:06Z [----] followers, 27.6K engagements
"@JasonAu123 imagine if customers didn't have to sell at a discount to @Opendoor Think $UBER better faster AND cheaper than traditional taxis That's the $1T idea right there"
X Link 2025-09-12T22:05Z [----] followers, [----] engagements
"history rhymes. Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu"
X Link 2025-09-13T17:51Z [----] followers, 18K engagements
"Someone has to say it Workday and SFDC are the epitome of CRUD UI hell. Workday continues to be the worst software ever sold to anyone. How does anyone use this to run anything Workday continues to be the worst software ever sold to anyone. How does anyone use this to run anything"
X Link 2025-09-14T19:52Z [----] followers, [----] engagements
"another YTD low in mortgage rates on @nejatian's first day at $OPEN - nice timing let's see if he can use this rocket fuel to take us to the 🌕"
X Link 2025-09-15T20:23Z [----] followers, 10K engagements
"@Dreamstateawake @ericjackson Haha I know. Im literally max long $OPEN (on margin)"
X Link 2025-09-16T00:20Z [----] followers, [----] engagements
"No good story is without a villain and looks like we just found ours. (sorry @gnoble79) i shorted $OPEN today at [----]. this is the first trade i've made in the stock. i will be doing diligence calls with former employees customers competitors and hopefully management too i will send invites to the calls or anonymous transcripts as appropriate. i shorted $OPEN today at [----]. this is the first trade i've made in the stock. i will be doing diligence calls with former employees customers competitors and hopefully management too i will send invites to the calls or anonymous transcripts as"
X Link 2025-09-16T20:30Z [----] followers, 23.7K engagements
"Shorting $OPEN 🥜 just for the clout 🤦🏻 @MartinShkreli Short position estimated at 1000-1500 shares 👀. guys like a particle of plankton in an ocean of open door 🦈. @Karp_God @jeffye888 @ScottFindlay73 @ericjackson https://t.co/rnyFq7FSOe @MartinShkreli Short position estimated at 1000-1500 shares 👀. guys like a particle of plankton in an ocean of open door 🦈. @Karp_God @jeffye888 @ScottFindlay73 @ericjackson https://t.co/rnyFq7FSOe"
X Link 2025-09-16T23:28Z [----] followers, 27.2K engagements
"Beautiful idea 💫 $OPEN Idea for $OPEN @CanadaKaz @rabois I should be able to make a bid on ANY home without it being on the market at any time Homeowners can claim home Or get notified when something comes in Facilitate the transaction end to end Unlock a ton of new supply and do something Idea for $OPEN @CanadaKaz @rabois I should be able to make a bid on ANY home without it being on the market at any time Homeowners can claim home Or get notified when something comes in Facilitate the transaction end to end Unlock a ton of new supply and do something"
X Link 2025-09-17T02:12Z [----] followers, [----] engagements
"Its no secret the best tech companies are staying private longer - Stripe Databricks OpenAI - why go public and face the analyst scrutiny quarterly reporting and regulatory overhead Just trade up your shares to the next fund and leave the average investor out. Well $OPEN is the perfect example of the other side of that coin. Retail support can be a huge competitive advantage as well a source for product feedback creative ideas marketing word-of-mouth and capital (not just exit liquidity) @opendoor is the vanguard for a new type of public company and honestly it feels like a nice little🖕🏻to"
X Link 2025-09-17T03:34Z [----] followers, 10.5K engagements
"Link to full transcript of $OPEN House ep. [--] available here now Big thanks to @jonathanrstern for hosting and for the vision to put this series together. You should also check out his community for $HIMS investors at https://www.openinvestmentlabs.com/open-house-episode-1-full-transcript/ https://himshouse.substack.com/ https://www.openinvestmentlabs.com/open-house-episode-1-full-transcript/ https://himshouse.substack.com/"
X Link 2025-09-18T02:39Z [----] followers, [----] engagements
"Just listened to the @nejatian interview with 20VC. Damn hes good. Is there some way for retail to buy key-man insurance on this guy"
X Link 2025-09-18T16:35Z [----] followers, [----] engagements
"Just spent an hour talking to my new amigo @MartinShkreli trying to convince him of the error of his ways on $OPEN (told him to keep the $500) Maybeeeee we have a new baby bull in the works"
X Link 2025-09-18T19:18Z [----] followers, 51.6K engagements
"@IDmytrash @MartinShkreli told him to invest it in $OPEN"
X Link 2025-09-18T19:21Z [----] followers, [----] engagements
"Here's a quick breakdown of my call with @MartinShkreli today: Martin's bear thesis seems to revolve around: 1) $7B market cap being rich for a company in the middle of an "unproven" transformation. I think this is fair critique and honestly just based on personal judgment. He admitted @nejatian is the absolute right person for the job but thinks the execution risks aren't priced in. I made the counter that if you believe in the potential in AI to transform the business the team the brand and 10+ years of operating experience - then the valuation doesn't seem out of line to me. 2) Belief that"
X Link 2025-09-18T22:28Z [----] followers, 67K engagements
"Ok I think its fair to apologize to @ericjackson for some of the things things I said about him specifically in the @DatadoorIO discord. It was a little mean-spirited in some cases and I dont think was right of me. Clearly hes been very correct in a lot of ways with @opendoor. Im sorry. However I wont apologize for saying what I did about Carrie at the time. I was expressing my honest opinion and dont feel like I need to be sorry about expressing a dissenting business opinion. Ive already admitted I was wrong multiple times and am fully on board with the new team and strategy. Take for that"
X Link 2025-09-19T15:49Z [----] followers, 45.5K engagements
"Some very good (and tough) questions from redditors here in the $OPEN subreddit. Look forward to seeing @nejatians answers. https://www.reddit.com/r/opendoor/s/gawqgiFW6m https://www.reddit.com/r/opendoor/s/gawqgiFW6m"
X Link 2025-09-20T16:45Z [----] followers, 11.8K engagements
"Finalized Top [--] questions. Investor Concern [--]. Convertible bonds issued in May are by far the biggest concern. Overall Top Comment: Can you confirm anything about a convertible bond which was issued by OPEN around May of [----] It's been stated these can be converted to 200mil shares on October 1st at a price of $1.20 something and would dilute current shareholders. [--]. Warrant dividends were regularly mentioned. Top Comment: Kaz we have heard rumors of warrants potentially being offered. Is this something that the team is actively considering Business Development [--]. Contractor accountability"
X Link 2025-09-20T20:53Z [----] followers, [---] engagements
"@nejatians Reddit response up He consolidated in the interest of spending time w/ his fam. Some good new insights some rehashed from interviews. His full unedited statement to us: Thanks for the questions I went through the post. Lots of great questions. Rather than answer them one by one Im just going to write a note to address the most frequently asked one. There were a bunch of questions about the stock price financials and financing. Look. Most corporate executives have perfected the art of not answering questions by saying a lot of words. Im really bad at that. My rule is this: I will"
X Link 2025-09-21T03:12Z [----] followers, 21.5K engagements
"Buy as many homes as you can responsibly buy - so fuckin bullish to me. Basically every earnings call since [----] has been analysts asking when $OPEN expects to scale up acquisitions. well looks like meats back on the menu boys"
X Link 2025-09-21T03:16Z [----] followers, [----] engagements
"@Mabiverse123 @CanadaKaz ✨ AI ✨ I think youre right but if they can capture that 1-2% inefficiency (maybe breakeven) add services on top and scale up volumes without buying too many lemons thats the holy grail"
X Link 2025-09-21T15:25Z [----] followers, [----] engagements
"I think kaz or Keith would say build a better product mousetrap / consumer experience. Not everything comes down purely to price if the experience is just better (even for housing). If Opendoor can offer a fair price but vastly better experience and certainty a large number of Americans will appreciate that service. Just look at their conversion when spreads were close to 6% back in 2021/2022 Agree though that there are a lot of execution hurdles to tackle. You have to believe in the team"
X Link 2025-09-21T16:09Z [----] followers, [----] engagements
"Looks like $10ish was probably the top for the first stage of $OPENs comeback. Only a mere 20x from $0.50 😔 My take: Next leg* ($10 to $20) will come from earnings (early Nov.) when $OPEN lays out their plan and starts to get institutional money on board. Then leg past $20 will come from execution and making good on guidance which will really unlock the big money. Days seem like weeks in $OPEN-land but I plan to hold for years. *unless we get @realDonaldTrump on board with revolutionizing home ownership. Then all bets are off 🚀"
X Link 2025-09-23T15:50Z [----] followers, 24.2K engagements
"@krishnanrohit's explanation seems the most compelling to me. I wonder if there's also a meta-phenomenon of analysts consciously or subconsciously "mean-reverting" valuations / multiples so that Mag [--] stays relatively close (on a market-cap basis which does seem very unintuitive0) Another way to say it is you can maybe see the P/E's as essentially a "back-solve" to keep the valuations similar and justify buying or selling when one company's market cap gets out of line (as long as the fundamentals are sort of close) Cognitive biases can be very strong forces"
X Link 2025-09-23T20:17Z [----] followers, [---] engagements
"$OPEN in the hyperbolic time chamber right now. We are launching a whole bunch of MCPs internally at @Opendoor all connected to our internal chat system built on LibreChat. Opendoor Assistant (internal AI agent to make us work faster) also shipped yesterday. We are launching a whole bunch of MCPs internally at @Opendoor all connected to our internal chat system built on LibreChat. Opendoor Assistant (internal AI agent to make us work faster) also shipped yesterday"
X Link 2025-09-24T18:22Z [----] followers, 13.8K engagements
"BESSENT: "We're looking for someone with an $OPEN mind" 😉 BESSENT: - We are going into an easing cycle & will see a massive decrease in mortgage rates. - Powell should have signaled 100-150bps of cuts not just 75bps. - Well begin Fed candidate interviews next week looking for someone with an open mind. https://t.co/ByYN6TknLN BESSENT: - We are going into an easing cycle & will see a massive decrease in mortgage rates. - Powell should have signaled 100-150bps of cuts not just 75bps. - Well begin Fed candidate interviews next week looking for someone with an open mind. https://t.co/ByYN6TknLN"
X Link 2025-09-24T19:59Z [----] followers, 15.2K engagements
"@scottmsells Yes please 🙏"
X Link 2025-09-24T20:08Z [----] followers, [--] engagements
"This is why @MartinShkreli closed his $OPEN short 👇 product shipping velocity is the ultimate value compounder in tech @nejatian didnt you just start this job 😂 shopify guys built different @nejatian didnt you just start this job 😂 shopify guys built different"
X Link 2025-09-24T23:24Z [----] followers, 64.2K engagements
"$OPEN new stuff a follow-up to yesterdays @opendoor exploration. goal: build the relationship with buyers and sellers before they become buyers and sellers do it by being the best place to play/browse/become inspired with homes. Opendoor = Homes thought: listings are just another https://t.co/AWf6hTirb9 new stuff a follow-up to yesterdays @opendoor exploration. goal: build the relationship with buyers and sellers before they become buyers and sellers do it by being the best place to play/browse/become inspired with homes. Opendoor = Homes thought: listings are just another"
X Link 2025-09-25T23:48Z [----] followers, [----] engagements
""More Americans told the Conference Board that they plan to buy a home in the next [--] months than during the absolute frenzy days of the housing bubble." Damn $OPEN is really being reborn at the perfect time. I suspect this chart will surprise a lot of people. More Americans told the Conference Board that they plan to buy a home in the next [--] months than during the absolute frenzy days of the housing bubble. That is because millions of people were priced out during Covid then https://t.co/izKTwtFAOw I suspect this chart will surprise a lot of people. More Americans told the Conference Board"
X Link 2025-09-26T23:19Z [----] followers, 13.6K engagements
"$OPEN We are going to have some insanely awesome talent join @Opendoor soon. They are leaving big tech companies because they believe in our mission that home ownership matters. These are the type of people that folks would agree are the best people in the world at what they do. We are going to have some insanely awesome talent join @Opendoor soon. They are leaving big tech companies because they believe in our mission that home ownership matters. These are the type of people that folks would agree are the best people in the world at what they do"
X Link 2025-09-27T17:14Z [----] followers, 10.7K engagements
"Makes a ton of sense - entirely analogous to $CVNA providing car financing which has been a huge part of their growth story. Opendoor $OPEN shouldnt partner on mortgages they should build their own. Heres why the most valuable part of the home-buying journey cant be outsourced 👇 Opendoor $OPEN shouldnt partner on mortgages they should build their own. Heres why the most valuable part of the home-buying journey cant be outsourced 👇"
X Link 2025-09-27T17:38Z [----] followers, [----] engagements
"Countdown to the first week of November 🚀 $OPEN @Nichola68773113 @nejatian we will have lots of cool stuff to share. @Nichola68773113 @nejatian we will have lots of cool stuff to share"
X Link 2025-09-29T21:01Z [----] followers, 21.3K engagements
"The what almost doesnt matter. Its all about the how fast. This $OPEN team is operating at 20x (3 weeks to launch vs [--] year) the speed of the previous. Just think of where the company will be in [--] months or a year - thats the hyperbolic time chamber of value creation. At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive 2."
X Link 2025-10-01T19:20Z [----] followers, 40.5K engagements
"Were breaking $12 easy when @nejatian announces this. $OPEN @paviagrawal1 We will. Just need to prioritize it. @paviagrawal1 We will. Just need to prioritize it"
X Link 2025-10-06T17:25Z [----] followers, 27.9K engagements
"96 Bulls [--] Warriors or [----] $OPEN Excited to be back in the arena with @CanadaKaz. Home ownership matters. @Opendoor's mission is big the works hard and thats exactly why its worth doing. Lets go. Excited to be back in the arena with @CanadaKaz. Home ownership matters. @Opendoor's mission is big the works hard and thats exactly why its worth doing. Lets go"
X Link 2025-10-07T01:41Z [----] followers, [----] engagements
"Your move @opendoor. Lets not let Zillow of all companies out-innovate on AI @nejatian @shrisha @fahdananta @joecallinanjr @morganb @rabois https://www.zillowgroup.com/news/zillow-becomes-first-real-estate-app-in-chatgpt/ https://www.zillowgroup.com/news/zillow-becomes-first-real-estate-app-in-chatgpt/"
X Link 2025-10-07T02:28Z [----] followers, [----] engagements
"@wiseapeman @CanadaKaz @a16z Truth"
X Link 2025-10-08T18:39Z [----] followers, [---] engagements
"UK home-sellers only pay 1.5% fees on average (total) Thats essentially what a free-market today values broker services at without an MLS-enforced monopoly like we have in the US. Very telling That means $OPEN has 400bps+ of opportunity / surplus to capture per transaction (before even adding on additional services / products). Crazy"
X Link 2025-10-09T23:54Z [----] followers, [----] engagements
"Are you talking about open or opad Neither company are likely to have sales up quarter over quarter. The big question is what will Opendoor say about expected acquisitions in Q3 and also what are the metrics around their Key Agent program. QoQ theyll likely shrink or at best be flat"
X Link 2025-08-04T23:47Z [----] followers, [---] engagements
"$OPEN - Seems like people are hating on Carrie after earnings today - Im sure due to the price action. As Ive said all along Im not a Carrie-hater at all. I think shes very strong in certain areas (customer-focus risk / finance capital markets) and obviously has weaknesses in others (communication tech / AI). Above all I can tell shes clearly very smart which I think is key when trying to manage a business as complex as Opendoors. Personally I dont believe replacing her would solve the companys problems. I think the best bet is asking her to level herself up shore up her weaknesses and / or"
X Link 2025-08-05T22:23Z [----] followers, 16.3K engagements
"TikTok for homes would go crazy Short-form videos are eating the world Cc: @nejatian @fahdananta @shrisha explored a concept for a new direction of the @Opendoor mobile experience problem: opendoor enters the customer relationship too late in the their journey (they need to be ready to pull the trigger). they need to start building trust 1-2 years prior to their transaction date. https://t.co/kcoZ0On25O explored a concept for a new direction of the @Opendoor mobile experience problem: opendoor enters the customer relationship too late in the their journey (they need to be ready to pull the"
X Link 2025-09-25T18:51Z [----] followers, 11.5K engagements
"Just watched @nejatians interview with @a16z and the $CVNA comp is alive and well. That [---] bagger has made careers on Wall Street and no doubt institutions hedge funds and analysts are all eyeing the $OPEN opportunity right now. just need a bit of guidance / execution from the team and the big money is rushing in (reality is they have just as much fomo as retail)"
X Link 2025-10-08T18:08Z [----] followers, 24.2K engagements
"Yes @CanadaKaz coming at it from first principles Amazing to see. Cant wait to see the impact on profit margins at Nov earnings call. Should be juicy 😋 Opendoor's procurement team is so AI-pilled that they are now using AI tools to cancel useless SaaS contracts across the board. In one area we will soon go from paying [--] (ten) different providers to paying just one + our internal AI tool saving us million $+ a year. Opendoor's procurement team is so AI-pilled that they are now using AI tools to cancel useless SaaS contracts across the board. In one area we will soon go from paying [--] (ten)"
X Link 2025-10-10T20:36Z [----] followers, [----] engagements
"No 5x OPEN ETF yet This wont end well New 5x single stock ETFs filed by Volatility Shares 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF This wont end well New 5x single stock ETFs filed by Volatility Shares 5x AMD ETF 5x AMZN ETF 5x COIN ETF 5x CRCL ETF 5x GOOGL ETF 5x MSTR ETF 5x NVDA ETF 5x PLTR ETF 5x TSLA ETF 5x Bitcoin ETF 5x Ether ETF 5x Solana ETF 5x XRP ETF"
X Link 2025-10-15T20:34Z [----] followers, [----] engagements
"@CanadaKaz and the team right now $OPEN"
X Link 2025-10-22T20:56Z [----] followers, [----] engagements
"$OPEN gang - havent forgotten about yall nor have I sold any of my position (opposite in fact). Been working on some other stuff but will do an earnings preview on openinvesmentlabs next week. Volatility can be a B but rates are down and kaz and team are cookin - earnings should be a 🔥"
X Link 2025-10-25T19:32Z [----] followers, 28.4K engagements
"@holisticvalues Diversification is for the weak"
X Link 2025-10-25T21:39Z [----] followers, [---] engagements
"Just realized it would be an insane experience if I could see my home tokenized with the value updating realtime on the $HOOD app then being able to take out margin on that value to trade. @vladtenev @nejatian - make it happen"
X Link 2025-10-26T17:15Z [----] followers, 18.7K engagements
"@GMN_watch @vladtenev @CanadaKaz We seem headed that way as a country might as well embrace it"
X Link 2025-10-26T18:30Z [----] followers, [---] engagements
"I know folks have been waiting for this one Excited to drop my thoughts on $OPEN's earnings (erm "financial open house") next week. [--]. Acquisition Guidance [--]. Margin Guidance [--]. Business Diversification / Agent Partners [--]. Wild Cards --- This will be the most consequential earnings for Opendoor ever (since the last one). Basically it's going to determine whether the company has truly hit an inflection point and the stock has legs to break $10 or will continue to be stuck between $5-10 (till next year at least). So caveat although I do present a pretty optimistic picture of earnings below I"
X Link 2025-10-27T23:02Z [----] followers, 41.3K engagements
"it's up https://www.openinvestmentlabs.com/opendoor-q3-2025-financial-open-house-preview/ https://www.openinvestmentlabs.com/opendoor-q3-2025-financial-open-house-preview/"
X Link 2025-10-27T23:10Z [----] followers, [---] engagements
"To follow onto my $OPEN earnings preview post - heres my take on what 🚀s the stock 1) Any HINT of gaap profitability from opex savings - this takes us to $20. Probably too soon but one can dream. 2) aggressive Q4 acquisition guidance (3000+) with decent GM / CM run rate guidance on resales (8 and [--] call it) - we probably pop here - maybe 20-30%. especially if theres language around or a clear [----] revenue guide (we expect to grow our volumes 300% next year) 3) clear numbers around partner agent revenue and guidance on margin profile and contribution - we pop if its meaningful (probably too"
X Link 2025-10-28T01:02Z [----] followers, 26.9K engagements
"Carrie's acquisition guidance for Q3 was right at my low-end range estimate of [----] when I put out the Q2 earnings preview. Let's see if Kaz can flip the script and beat my Q4 acquisition estimate of 2400+ (+100% QoQ) $OPEN"
X Link 2025-10-28T16:19Z [----] followers, 20.9K engagements
"Housing market rebound 52-WEEK LOW The average 30-year fixed mortgage rate today: 6.13% Same day as last year: 7.00% ------------- 10-year Treasury yield today: 3.98% Spread today: [---] bps https://t.co/mkUVycodgK 52-WEEK LOW The average 30-year fixed mortgage rate today: 6.13% Same day as last year: 7.00% ------------- 10-year Treasury yield today: 3.98% Spread today: [---] bps https://t.co/mkUVycodgK"
X Link 2025-10-28T16:56Z [----] followers, [----] engagements
"@theelkingtonway Go to the Opendoor stock page on the RH app"
X Link 2025-10-30T16:11Z [----] followers, [---] engagements
"$OPEN earnings will be a case study in leadership psychology. Will Kaz ultimately choose to hedge a bit and say things are gonna take some more time or will he come out guns blazing My gut says the latter but you never know. Earnings are always so hard to predict"
X Link 2025-11-06T18:12Z [----] followers, 18.2K engagements
"$OPEN - looks like team came in too late to save Q4. Lets see what the call is like now"
X Link 2025-11-06T21:14Z [----] followers, 19.7K engagements
"$OPEN - just bought more at $6 Theyre doing all the right things. Just need a bit more time to clean up the mess"
X Link 2025-11-06T21:27Z [----] followers, 33.1K engagements
"This is actually the most important chart $OPEN"
X Link 2025-11-06T21:42Z [----] followers, 39K engagements
"Wow warrants too. Makes more sense why the stock is down now Insane how much the team has actually down in a month $OPEN"
X Link 2025-11-06T21:57Z [----] followers, 30.1K engagements
"$OPEN shareholders will get $4 of LEAPs for every [--] shares of $OPEN they have Basically the company made every shareholder into an options degen 😂"
X Link 2025-11-06T23:12Z [----] followers, 24K engagements
"Actually shook how much the $OPEN team has accomplished in less than [--] months since kaz joined. Investing is hard but I find that almost everybody underestimates how much an increase in velocity compounds over months. Patience is one of the few real edges in life. Im as bullish as ever on the company - feels a lot to me like $HOOD at $10 - just continue shipping building product people love and the value will accrue"
X Link 2025-11-07T00:21Z [----] followers, 31.8K engagements
"Wow $OPEN what a comeback today Hopefully folks were able to pick up some shares in the $5s"
X Link 2025-11-07T21:39Z [----] followers, 11.3K engagements
"Actually crazy how much the $OPEN warrants went up in value today. Maybe something like 50%+ Tomorrow looking even better The higher the stock price goes - the more valuable the warrants - the more people want to buy shares to get those warrants. A beautiful cycle"
X Link 2025-11-10T21:23Z [----] followers, 19.6K engagements
"Kaz telling his family to go all-in on $OPEN Im doing the same (shell thank me later)"
X Link 2025-11-10T22:30Z [----] followers, 85.6K engagements
"Every time I see $BBAI I cant help but think big back ai"
X Link 2025-11-11T18:34Z [----] followers, [----] engagements
"$OPEN warrants mooning = shorts getting smoked 😮💨"
X Link 2025-11-12T20:52Z [----] followers, 13.8K engagements
"$OPEN warrants probably worth around $10.50 after todays close. Take your number of shares divide by [--] and multiply by $10.50 to get a sense of the dollar value that will be distributed on or around Nov 21st"
X Link 2025-11-12T21:11Z [----] followers, 51.7K engagements
"@PunkBeach92 You just get them Free calls basically. Can sell or hold up to you"
X Link 2025-11-12T21:32Z [----] followers, [----] engagements
"if you don't believe me. looks like I was being even conservative"
X Link 2025-11-12T22:14Z [----] followers, [----] engagements
"$OPEN only 1.5% below the cumulative HIGH target for acquisition contracts so far. not bad A+ execution for sure"
X Link 2025-11-19T19:24Z [----] followers, 12.4K engagements
"The [----] acquisition contract range on actually reveals a ton of information on where the company is headed (if you know how to read it) Luckily this was literally my job at $OPEN - so I got you fam. Just shift the range roughly [--] month back to account for days to close and multiply by 80% for fall-throughs to get a pretty good estimate for [----] acquisitions. High: 24K acquisitions ($9.5B GMV) Low: 14k acquisitions ($5.7B GMV) Mid: 19K acquisitions ($7.6B GMV) That means base / midpoint case is already 2.4x times [----] acquisitions (8K homes). [----] will be a bigly year."
X Link 2025-11-20T22:12Z [----] followers, 32.6K engagements
"@jnavin Their "actual" CM right now (not their reported) is around 0% once you take into account financing costs - so 3% is probably aggressive even. Needs to assume some ancillary revenue from each transaction - or a huge macro tailwind (both very feasible but not proven)"
X Link 2025-11-20T23:03Z [----] followers, [---] engagements
"Now the question that everyone actually cares about. what does all this $OPEN analysis mean for the stock price I think $CVNA has to be the best comp here. Low margin high turnover huge TAM high growth. Carvana's current trailing revenue multiple is 3.8x which would put @opendoor at [---] * $8B = a cool $30B market cap by YE [----]. Opendoor doesn't warrant this revenue multiple YET but if it can re-inflect profitable growth convincingly then analysts will rerate to something around CVNA's multiple. Assuming close to 1B shares fully diluted just to make the math easy = $30 / share Of course"
X Link 2025-11-21T00:48Z [----] followers, 42.6K engagements
"@VikramRajvanshy Thanks I built the entire operating model from scratch back in [----]. Tokenization is on the roadmap"
X Link 2025-11-21T02:56Z [----] followers, [----] engagements
"Waiting for my $OPEN warrants like"
X Link 2025-11-21T17:07Z [----] followers, 15.9K engagements
"Wow what a swing. December rate cut back on the table $OPEN"
X Link 2025-11-21T21:18Z [----] followers, [----] engagements
"Got em coach"
X Link 2025-11-21T21:42Z [----] followers, [---] engagements
"Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants the short sellers owe warrants they do not own. The Scramble: Starting Monday these short sellers may be forced to enter the market to buy the warrants (tickers likely OPENW OPENL OPENZ) to pay back the lenders. Impact: This could create artificial buying pressure on the warrants. While this doesn't directly force the stock up"
X Link 2025-11-23T04:02Z [----] followers, 35.6K engagements
"@Venu_7_ $OPEN and already did"
X Link 2025-11-23T05:01Z [----] followers, [---] engagements
"Just used @Gemini [---] First time Ive used an alternative where the answers feel materially smarter than ChatGPTs best model more grounded sophisticated and less sycophantic @OpenAI might be in real trouble here"
X Link 2025-11-23T05:44Z [----] followers, [----] engagements
"@8bitsteveo @Micro2Macr0 Told my mom to buy bitcoin and she said no its gonna fall more - thats a bottom sign for sure"
X Link 2025-11-23T22:01Z [----] followers, [----] engagements
"$OPEN all day today Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants Interesting 🤔 $OPEN The "Short Squeeze" Factor (The Wildcard) This is the most critical factor for Monday. The Liability: Investors who were short Opendoor stock as of Nov [--] now owe the dividend to the lender of the shares. Since the dividend is not cash but warrants"
X Link 2025-11-24T20:43Z [----] followers, 12.4K engagements
"The best leaders arent afraid of getting in the weeds. They revel in it cause they know thats where the truth actually lies. Seems like Kaz is doing everything humanely possible to get $OPEN offers to an accurate and fair place for every seller I would say thats the single most important thing they can do for the company - eliminate adverse selection. @LiebermanAustin This is great feedback. I review quite a few of our offers every week and as the model improves we are getting closer and closer to the pin. Cash+ is actually a wonderful product in these cases where we can give sellers upside"
X Link 2025-11-25T05:19Z [----] followers, 17.4K engagements
"This is why I do it $OPEN"
X Link 2025-11-25T21:50Z [----] followers, [----] engagements
"Just friendly PSA that the housing rebound hasnt even begun yet. Dont get caught having to chase $OPEN in [----] when rates finally inflect downwards The market is a device for transferrijg money from the impatient to the patient"
X Link 2025-11-26T16:35Z [----] followers, 15.3K engagements
"@drumrollDawg hodl"
X Link 2025-11-26T19:54Z [----] followers, [--] engagements
"Just listened to @CanadaKazs segment on resiclub and this is what stood out to me the most. If $OPEN can truly sell homes faster without sacrificing too much margin on pricing then it will fundamentally change the risk profile of the business. still VERY early early days 🐣"
X Link 2025-12-02T01:13Z [----] followers, 13.7K engagements
"Pueo is talking about inventory resale markup which is similar in concept to a retailer marking up their goods above cost to capture a margin. The only problem is markups only work if you know exactly what youre selling. A lot of times $OPEN would buy a lemon mark it up and then had an over / mis-priced asset sitting on the market for months if not years. (the aforementioned stinky fish 🐟 as we used to call it) If the company can correctly identify the toughest homes to resell and price them accordingly and / or find the right buyer quickly - thats essentially the crux of the entire"
X Link 2025-12-02T03:36Z [----] followers, [----] engagements
"First $OPEN acquisition with no human in the loop already AI is the true unlock to allow $OPEN to realize its full potential. This was immediately apparent to me even a year ago as I worked with the latest models. Glad to see the team executing so friggen fast on this. @Opendoor_God We are shipping every day. We are launching new markets. Acquisitions are up. We went into contract on our first home with total AI assessment (zero human visits to hone) last week. Where do you think we are moving slowly Feedback is a gift. @Opendoor_God We are shipping every day. We are launching new markets."
X Link 2025-12-02T17:14Z [----] followers, 31.7K engagements
"@maelan_sdmr The speed is impressive - untangling the old process and launching an AI-first new process. Lets see how much they can scale it up"
X Link 2025-12-02T18:28Z [----] followers, [---] engagements
"@KCapital88 yes - the AI story here is strong too as well. hope the team leans into investor communication at some point. I think $SHOP did a good job of this actually"
X Link 2025-12-04T22:09Z [----] followers, [--] engagements
"@RIPBall_ Analysts are not positioned at all well to do it. Technologies always have the better line of sight"
X Link 2025-12-04T23:51Z [----] followers, [--] engagements
"Usually dont post $OPEN technical / options stuff but this is too good not to share"
X Link 2025-12-08T06:02Z [----] followers, 21.7K engagements
"Why is it unfair I think Lex is fine as a person but using the MIT-brand the way he has is deeply inauthentic (to say the least) and people can sniff that out from a mile away. Especially because at best hes an avg technical interviewer. If he had just been a proud Drexel alum and done exactly the same things hes been doing - he would have had the same success without all this drama. Also I have qualms about his deep navet about the world but thats more of an agree to disagree"
X Link 2025-12-08T16:50Z [----] followers, [---] engagements
"Agree 100% but will likely need macro boost to make this happen in [----]. @ericjackson the next catalyst in my view is a faster path to break even or positive ebitda based on a combination of continued cost cutting AI integration more revenue from home sales and higher margin incremental revenues from add-on revenue services. This is the next re-rate. @ericjackson the next catalyst in my view is a faster path to break even or positive ebitda based on a combination of continued cost cutting AI integration more revenue from home sales and higher margin incremental revenues from add-on revenue"
X Link 2025-12-08T16:52Z [----] followers, [----] engagements
"One of the key $OPEN metrics I track to understand buyer demand and sentiment is mortgage purchase apps Looks to be tracking at almost a [--] year high bodes well for [----] 🚀"
X Link 2025-12-09T03:49Z [----] followers, [----] engagements
"Someone got a hold of jay powells speech $open @jeffye888 Again https://t.co/VTPTnLUhIq @jeffye888 Again https://t.co/VTPTnLUhIq"
X Link 2025-12-09T19:32Z [----] followers, 25K engagements
"Weve barely even gotten started $OPEN @GMN_watch First inning. But we should see results of this work soon. @GMN_watch First inning. But we should see results of this work soon"
X Link 2025-12-13T22:47Z [----] followers, [----] engagements
"While the $OPEN team cooks Im still tracking macro and 10-year yield trends. This week great insights from both the @ForwardGuidance and @RenMacLLC crews who feel like cuts are underpriced for [----]. 1) Labor risks are clearly to the downside while inflation continues to under-surprise 2) Powell himself is already leaning dovish despite not much more data since Oct; perhaps realizing hes been behind on understanding underlying labor market weakness 3) New chair (Hasset) for sure going to be even more dovish with Trump putting heavy pressure on Fed to ease rates heading into midterms Despite"
X Link 2025-12-14T20:24Z [----] followers, [----] engagements
"crazy $OPEN was using a 3rd party vendor for this. glad to see it back as a core competency / tech moat for the company"
X Link 2025-12-17T00:24Z [----] followers, [----] engagements
"Good to see a recovery here. $OPEN"
X Link 2025-12-17T00:25Z [----] followers, 15K engagements
"@johanhuynhh they're using AI to more accurately price homes based on photos (think kitchen cabinets countertops layout etc.) should definitely be a core competency for a company like $OPEN"
X Link 2025-12-17T00:40Z [----] followers, [---] engagements
"From @TheEconomist $OPEN"
X Link 2025-12-17T20:44Z [----] followers, [----] engagements
"Buckle in for [----] $OPEN gang"
X Link 2025-12-17T20:47Z [----] followers, [----] engagements
"@berner_my @TheEconomist Bro its only been like [--] months its honesty crazy what theyve accomplished in that time"
X Link 2025-12-17T22:06Z [----] followers, [----] engagements
"@bimiki @berner_my @TheEconomist Im sure institutions are watching right now - the $CVNA comp is just too obvious. But big money flows wont come in until $OPEn posts clear signs of an inflection in unit economics. Im guessing thats maybe [--] quarters out"
X Link 2025-12-17T22:58Z [----] followers, [----] engagements
"@letsgometsnjets @LloydReeves13B @bimiki @berner_my @TheEconomist Possible but probably would need a lot of macro things to go right (along with continued stellar execution) Retouching ATH's in [----] is my base case"
X Link 2025-12-18T00:41Z [----] followers, [----] engagements
"@VikramRajvanshy @letsgometsnjets @LloydReeves13B @bimiki @berner_my @TheEconomist I think we have a good chance by end of Q1. Well be in peak housing season by then and will have a good sense if buyer demand is back"
X Link 2025-12-18T04:12Z [----] followers, [---] engagements
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