[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@GMN_watch](/creator/twitter/GMN_watch) "$OPEN closed red today but the numbers dont lie. π Q3 Performance: Midpoint guidance: $837.5M Realized revenue: $885.7M Homes sold: 2433 Avg sale price: $364623 XXXXX% of target achieved β Q3 is already in the books and Opendoor beat its own guidance. All eyes on Nov X earnings. The story is execution not emotion" [X Link](https://x.com/GMN_watch/status/1978574464570081315) [@GMN_watch](/creator/x/GMN_watch) 2025-10-15T21:31Z 2920 followers, 35K engagements "Best interview on AI this week by far. @karpathy please join $OPEN" [X Link](https://x.com/GMN_watch/status/1979999106408820975) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T19:52Z 2921 followers, 2736 engagements "Why is $OPEN the single best opportunity in the market 1.Best-in-Class Digital Housing Infrastructure 2.Huge Macro Tailwind 3.Massive Economic Incentive (Undervalued Market Cap) 4.Proven Consumer Value Proposition 5.Platform Expansion Opportunities 6.Optionality on Future Housing Models 1.Best-in-Class Digital Housing Infrastructure -Over a decade of investment has built the most advanced digital platform for residential real estate. -Data-driven pricing engine and operational playbook give Opendoor a defensible moat. -Scalable infrastructure positions it to be the default operating system" [X Link](https://x.com/GMN_watch/status/1965507524482007206) [@GMN_watch](/creator/x/GMN_watch) 2025-09-09T20:08Z 2920 followers, 47K engagements "@AhmtYARIM $DEFT problem is that it is based in Canada. Sounds stupid but may be the reason why the price is low" [X Link](https://x.com/GMN_watch/status/1976390570462585148) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T20:53Z 2920 followers, XXX engagements "$OPEN traders looking at their portfolio last night:" [X Link](https://x.com/GMN_watch/status/1976972367223247272) [@GMN_watch](/creator/x/GMN_watch) 2025-10-11T11:25Z 2920 followers, 9940 engagements "It was only a matter of time. Patience is key. $OPEN will deliver when the time is right. @rabois and @CanadaKaz are ALL IN. Thats all that matters to me" [X Link](https://x.com/GMN_watch/status/1977807809875194189) [@GMN_watch](/creator/x/GMN_watch) 2025-10-13T18:45Z 2921 followers, 5622 engagements "$OPEN Weekly Highlight #2: Potential partnership with $HOOD π€ Already 284K+ views and climbing - massive reach this week" [X Link](https://x.com/GMN_watch/status/1980008411447062561) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:29Z 2920 followers, 3712 engagements "What an amazing interview by @rabois Its that good that I might watch it again. Covering AI to $OPEN. Summary below: 1/ Rabois on the AI + macro shift: ChatGPT becomes a monopoly-subscriptions fix the free-internet mistake. With AI productivity the U.S. can run XX% real growth without stoking inflation. 2/ Incumbents: Googles risk isnt DAUsits intent. I dont use Google for anything. Personal agentic assistants win; expect ear-based devices before glasses. 3/ Playbook to build: Decide fast. God is in the details. Find founders inside the org; ignore the org chart; ship. 4/ Dont hire experts to" [X Link](https://x.com/GMN_watch/status/1978924140418773110) [@GMN_watch](/creator/x/GMN_watch) 2025-10-16T20:40Z 2921 followers, 47.5K engagements "You can get like 10x value just by unwinding those mistakes (referring to Carries mistakes) which @CanadaKaz is definitely doing. Even in his first month I think hell get half of those unwound maybe even more because you know FASTER. @rabois on $OPEN turnaround Heres the full breakdown on everything related to $OPEN π§΅π X Cycle-proof the model Opendoor must survive housing lows: When people think real estates dead 4M homes still transact a year; high 6M. The playbook: Build your cost structure to break even at 4M transactions. Get as many variable costs and as low fixed costs as possible. 2" [X Link](https://x.com/GMN_watch/status/1979602856006025458) [@GMN_watch](/creator/x/GMN_watch) 2025-10-18T17:37Z 2920 followers, 16.4K engagements "Didnt manage to put together the $OPEN newsletter this week but its coming and will include macro residential real estate AI in real estate $OPEN leadership news new product updates etc. Part of it includes picking the best X $OPEN posts of the week" [X Link](https://x.com/GMN_watch/status/1980003580309393478) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:10Z 2921 followers, 2291 engagements "Weekly Highlight: #1 @rabois on $OPEN" [X Link](https://x.com/GMN_watch/status/1980006177795604514) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:20Z 2921 followers, 1213 engagements "$OPEN Weekly Highlight #3: Direct feedback from the community. Its clear that $OPEN needs to step up its social game. Social media is one of the most cost-effective customer acquisition channels especially with a very engaged base like the $OPEN AARMY" [X Link](https://x.com/GMN_watch/status/1980010242634035512) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:36Z 2920 followers, 1321 engagements "$OPEN is one of the most heavily shorted stocks. -151M shares short (21% of float) -52%+ trading off-exchange -XXXX days to cover Crowded shorts = fuel. Any positive catalyst could flip the script fast. High risk high reward. π" [X Link](https://x.com/GMN_watch/status/1973853073304137898) [@GMN_watch](/creator/x/GMN_watch) 2025-10-02T20:50Z 2911 followers, 46.4K engagements "@ericjackson Was $HUT announced today" [X Link](https://x.com/GMN_watch/status/1976039586196488307) [@GMN_watch](/creator/x/GMN_watch) 2025-10-08T21:38Z 2905 followers, 1294 engagements "π¨ New SEC filing for $OPEN Christina Schwartz Interim CFO filed a Form X (initial ownership). -201772 common shares -63701 stock options (vested strike prices: $XXXX & $1.02) -Filing date: Oct X 2025 -Event date: Sept XX 2025" [X Link](https://x.com/GMN_watch/status/1976181294825603534) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T07:01Z 2912 followers, 36.8K engagements "π¨ $OPEN Q3 Earnings Date Announced Opendoor will report Q3 2025 results on Nov 6th. With housing momentum building rate cuts on deck and new leadership in place this could be one of the most pivotal quarters yet" [X Link](https://x.com/GMN_watch/status/1976281692911341689) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T13:40Z 2910 followers, 16.2K engagements "$OPEN is down today like many other stocks. Conviction is key. The most important interview about the future of Opendoor is here. It was released this week. XX% of everything that matters is the CEO. @rabois" [X Link](https://x.com/GMN_watch/status/1976328766986371355) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T16:47Z 2912 followers, 6664 engagements "The key overhang for $OPEN remains the convertible bonds issued in May thats whats driving much of the elevated short volume in recent weeks. If @rabois and @CanadaKaz can restructure or clarify that position it could significantly de-risk the balance sheet and force shorts to reprice quickly" [X Link](https://x.com/GMN_watch/status/1976375129635430568) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T19:52Z 2910 followers, 16.9K engagements "The plan is already in motion. $OPEN" [X Link](https://x.com/GMN_watch/status/1976695257686589594) [@GMN_watch](/creator/x/GMN_watch) 2025-10-10T17:04Z 2910 followers, 17.8K engagements "Strong leaders attract top talent. Its that simple. Several key figures from $SHOP have recently announced their departures and its not by coincidence. Expect more big news coming from $OPEN soon. Its not just senior leadership making the move top software engineers are following too. The smartest builders always migrate toward the next great company" [X Link](https://x.com/GMN_watch/status/1977005367788699944) [@GMN_watch](/creator/x/GMN_watch) 2025-10-11T13:36Z 2899 followers, 82.4K engagements "π¨An absolute beast just left $SHOP Bobby Morrison their Chief Revenue Officer. If he joins $OPEN well have officially acquired the best leadership talent from $SHOP. Thanks @tobi π This is the guy who: Drove X consecutive quarters of 25%+ revenue growth π Delivered X straight quarters of 15%+ free cash flow π° 5xd Shopifys market cap π In @CanadaKaz we trust" [X Link](https://x.com/GMN_watch/status/1977093128663286084) [@GMN_watch](/creator/x/GMN_watch) 2025-10-11T19:25Z 2899 followers, 80.7K engagements "Would #3 be shared this year $OPEN" [X Link](https://x.com/GMN_watch/status/1977439895372132571) [@GMN_watch](/creator/x/GMN_watch) 2025-10-12T18:23Z 2910 followers, 16.3K engagements "Best stockS in the market: $OPEN $OPEN" [X Link](https://x.com/GMN_watch/status/1977466991708418510) [@GMN_watch](/creator/x/GMN_watch) 2025-10-12T20:10Z 2909 followers, 9179 engagements "Im worried about not buying enough $OPEN before the next big run" [X Link](https://x.com/GMN_watch/status/1977701470150467666) [@GMN_watch](/creator/x/GMN_watch) 2025-10-13T11:42Z 2909 followers, 8352 engagements "Yes Paul Tudor Jones bought $OPEN" [X Link](https://x.com/GMN_watch/status/1978177073274318926) [@GMN_watch](/creator/x/GMN_watch) 2025-10-14T19:12Z 2910 followers, 9824 engagements "Heavily shorted stocks will bankrupt a lot of short sellers this cycle. How many short sellers will $OPEN bankrupt" [X Link](https://x.com/GMN_watch/status/1978424291973562400) [@GMN_watch](/creator/x/GMN_watch) 2025-10-15T11:34Z 2910 followers, 4123 engagements "Welcome to $OPEN Giang LeGrice. This is a once in a lifetime opportunity to redefine what's possible in real estate excited to be part of the team - LFG" [X Link](https://x.com/GMN_watch/status/1978459373312569669) [@GMN_watch](/creator/x/GMN_watch) 2025-10-15T13:54Z 2910 followers, 38.3K engagements "@maelan_sdmr" [X Link](https://x.com/GMN_watch/status/1978947491371348320) [@GMN_watch](/creator/x/GMN_watch) 2025-10-16T22:13Z 2902 followers, XXX engagements "Moonshots got hit big time. Ive consolidated my holdings to only $OPEN and $RUN. During periods of high volatility you want to hold only what you truly believe in. 2026 will be the year of Housing and Energy" [X Link](https://x.com/GMN_watch/status/1979088064954634576) [@GMN_watch](/creator/x/GMN_watch) 2025-10-17T07:32Z 2908 followers, 4544 engagements "Me after looking at the $OPEN share price" [X Link](https://x.com/GMN_watch/status/1979230783983489193) [@GMN_watch](/creator/x/GMN_watch) 2025-10-17T16:59Z 2911 followers, 2003 engagements "We closed GREEN today. Tough fight through the day. $OPEN" [X Link](https://x.com/GMN_watch/status/1979278093039604137) [@GMN_watch](/creator/x/GMN_watch) 2025-10-17T20:07Z 2910 followers, 6758 engagements "Opportunity cost: the risk of market timing Very simply: sit on your hands. Use your time to help the $OPEN team" [X Link](https://x.com/GMN_watch/status/1979283653298655673) [@GMN_watch](/creator/x/GMN_watch) 2025-10-17T20:29Z 2911 followers, 2451 engagements "Guess what Warren Buffett bought before retiring $LEN. Berkshire Hathaways Q2 13F disclosed a stake of 7.05M Lennar shares valued at roughly $800M as of June XX. Around the same time Eric Feder President of LenX Lennar Homes strategic investing arm was appointed Lead Independent Director at $OPEN. Lennar is one of the largest homebuilders in the U.S. Opendoor is the leading tech-driven home buying and selling platform. Theres clear strategic overlap here that could open the door to deeper partnerships. We are not bullish enough on $OPEN" [X Link](https://x.com/GMN_watch/status/1969437174958379303) [@GMN_watch](/creator/x/GMN_watch) 2025-09-20T16:23Z 2918 followers, 21.1K engagements "We already have @khoslaventures backing $OPEN conviction capital that bets on world-changing ideas. Now imagine @a16z joining too. The two best VC firms in the world: -@khoslaventures early backer of DoorDash Square Instacart and many others. Bold bets that redefined industries. -@a16z investor in Airbnb Coinbase Anthropic. Deep AI + infrastructure expertise. $OPEN is rebuilding the infrastructure of real estate with AI at its core. π‘π€" [X Link](https://x.com/GMN_watch/status/1974235522706051316) [@GMN_watch](/creator/x/GMN_watch) 2025-10-03T22:10Z 2914 followers, 8194 engagements "π¨ Breaking: $OPEN earnings call is going to be absolutely epic. @vladtenev is teaming up with @CanadaKaz to design a new format that lets the $OPEN AARMY ask questions directly to management. ππ₯" [X Link](https://x.com/GMN_watch/status/1974933048677585266) [@GMN_watch](/creator/x/GMN_watch) 2025-10-05T20:21Z 2918 followers, 82.7K engagements "According to Charles Schwabs latest STAX report $OPEN ranked among the most bought stocks by Schwab clients in September joining giants like $NVDA $AMZN $ORCL and $PLTR. Meanwhile names like $TSLA and $AAPL were net sold. π Retail conviction in $OPEN is rising fast" [X Link](https://x.com/GMN_watch/status/1975295150613287283) [@GMN_watch](/creator/x/GMN_watch) 2025-10-06T20:20Z 2914 followers, 19K engagements "Housing outperforms in 2026. If $OPEN proves whats possible 2026 could mark the beginning of a housing super-cycle where tech liquidity and trust converge. The macro tailwinds are lining up: rates drifting toward X% inventory loosening and consumer confidence returning. A once-in-a-generation setup amplified by AI. $OPEN will prove the new model a software-driven instant and fair housing platform that compresses the entire transaction stack into one seamless flow. When they show this works at scale the markets entire perception of what a housing company can be will shift. $BETR powers the" [X Link](https://x.com/GMN_watch/status/1976259020911415462) [@GMN_watch](/creator/x/GMN_watch) 2025-10-09T12:10Z 2911 followers, 6955 engagements "A ton of people bought $PLTR under $XX. How many held above $XXX XX% or less is my best guess. The market is very fair. It rewards those with the character to hold for as long as it takes until it reaches its destination. Today theres another $PLTR or even bigger: $OPEN" [X Link](https://x.com/GMN_watch/status/1976545022104437187) [@GMN_watch](/creator/x/GMN_watch) 2025-10-10T07:07Z 2914 followers, 8180 engagements "Dont worry youll be a buyer. $OPEN is the single best company if you want exposure to lower interest rates" [X Link](https://x.com/GMN_watch/status/1977353698096435265) [@GMN_watch](/creator/x/GMN_watch) 2025-10-12T12:40Z 2912 followers, 4650 engagements "I would not be surprised at all if $OPEN reached $Z s market cap in 2025" [X Link](https://x.com/GMN_watch/status/1977402543937298827) [@GMN_watch](/creator/x/GMN_watch) 2025-10-12T15:54Z 2917 followers, 2275 engagements "π¨ $OPEN partners with Lennar D.R. Horton and Pulte the X top builders featured in Trumps post. Those three alone get $21.6B in support. Yes nearly XX% of the total. Opendoor has already powered $6.5B+ in new home sales through them. The opportunity here is HUGE" [X Link](https://x.com/GMN_watch/status/1977687070450893021) [@GMN_watch](/creator/x/GMN_watch) 2025-10-13T10:45Z 2912 followers, 24K engagements "Even @fnthawar the Head of Engineering at Shopify quotes @rabois. Thats the caliber of leadership now shaping $OPEN" [X Link](https://x.com/GMN_watch/status/1978163804530725118) [@GMN_watch](/creator/x/GMN_watch) 2025-10-14T18:19Z 2912 followers, 5759 engagements "Priorities - $OPEN" [X Link](https://x.com/GMN_watch/status/1978167547921838203) [@GMN_watch](/creator/x/GMN_watch) 2025-10-14T18:34Z 2912 followers, 9274 engagements "π¨PAUL TUDOR JONES SEES FED FUNDS RATE AT 2.52.75% WITHIN A YEAR. Guess what company he recently bought $OPEN Smart money positions before the turn" [X Link](https://x.com/GMN_watch/status/1978169367847154129) [@GMN_watch](/creator/x/GMN_watch) 2025-10-14T18:41Z 2914 followers, 17.8K engagements "I call this RISING DYNASTY - @ericjackson" [X Link](https://x.com/GMN_watch/status/1978170465727180920) [@GMN_watch](/creator/x/GMN_watch) 2025-10-14T18:46Z 2912 followers, 18.4K engagements "$OPEN Short Interest Update: -Short interest: 150.7M shares ( XXXX% of float) -Days to cover: XXXX -Off-exchange short volume: 21.7M ( XXXX% of total volume) -Short volume peaked above XX% last week. It was ONLY XX% yesterday β Despite relentless shorting $OPEN closed up +5.09% today with volume absorption improving daily. When fundamentals and leadership shift shorts get caught looking backwards π«¨" [X Link](https://x.com/GMN_watch/status/1978361949491466543) [@GMN_watch](/creator/x/GMN_watch) 2025-10-15T07:26Z 2917 followers, 29.8K engagements "@urbnsteezus @8bitsteveo 31:10 for $OPEN" [X Link](https://x.com/GMN_watch/status/1979616473112092757) [@GMN_watch](/creator/x/GMN_watch) 2025-10-18T18:32Z 2918 followers, XXX engagements "Very interesting dynamics at $SHOP" [X Link](https://x.com/GMN_watch/status/1978465673891217465) [@GMN_watch](/creator/x/GMN_watch) 2025-10-15T14:19Z 2920 followers, 1801 engagements "Happy Monday to the $OPEN AARMY and everyone else" [X Link](https://x.com/GMN_watch/status/1980238712718913868) [@GMN_watch](/creator/x/GMN_watch) 2025-10-20T11:44Z 2920 followers, 3131 engagements "This could be the next Head of Partnerships at $OPEN. Rukmani Subramanian ex-@Shopify and @Microsoft helped drive 30%+ growth X straight quarters of revenue acceleration and built world-class commercial ecosystems. If true this is a massive signal of where @Opendoor is heading scaling partnerships like Shopify scaled commerce" [X Link](https://x.com/GMN_watch/status/1976749055385722969) [@GMN_watch](/creator/x/GMN_watch) 2025-10-10T20:37Z 2919 followers, 67.5K engagements "THE $OPEN STORY 2025s greatest comeback. X The blind leading the blind. The CEO and CFO worked day and night to destroy shareholder value. Harvesting shareholders was the only game in town. Confidence collapsed. X The spark. The movement. @ericjackson drops his 100x thesis the catalyst that ignites a global movement. He goes everywhere: podcasts Spaces interviews -preaching the $OPEN vision. The message catches fire and spreads worldwide within days. People rally. Even @APompliano sees the opportunity. Then @rabois steps in - engaging directly with the AARMY and pulling the strings to force" [X Link](https://x.com/GMN_watch/status/1979856368833040867) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T10:25Z 2920 followers, 50.1K engagements "Why did Warren Buffett buy $LEN Why did Paul Tudor Jones buy $OPEN Why did KV and @rabois took on this challenge Why did @CanadaKaz take the CEO role with zero compensation unless shareholders win Because the macro tide is turning and AI is a force for efficiency and outcomes π Rates peaked. π Housing turnover is at generational lows. π§ AI is driving a new era of operating leverage. When this cycle reverses volumes rise long before prices do and the most efficient operators capture the upside. Buffett bet on builders. Paul Tudor Jones bet on the platform that sells the homes they build. And" [X Link](https://x.com/GMN_watch/status/1979871596127846833) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T11:25Z 2920 followers, 10.2K engagements "Few people have done more to reshape real estate than @rabois. He backed Roam which lets buyers assume X% mortgages in a X% world. Now hes leading $OPEN the company with the best shot at rebuilding how homes are bought and sold" [X Link](https://x.com/GMN_watch/status/1979983081399361865) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T18:48Z 2920 followers, 8416 engagements "@8bitsteveo @rabois @raunaqsingh87 seems a pretty smart guy. Worked at $OPEN before" [X Link](https://x.com/GMN_watch/status/1980004099949994423) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:12Z 2920 followers, XXX engagements "Rates down. Sales up. ππ The Fed is now XXX% priced for a cut to 3.754.00% or below. Meanwhile 30-year mortgage rates are easing and new home sales just spiked - a textbook early-cycle housing move. Heres whats driving it: π Builders like Lennar D.R. Horton and Pulte are offering rate buydowns selling homes with effective mortgage rates of XX% while the market sits near 6.5%+. Thats making new construction cheaper than existing homes. $OPEN is working directly with these same builders- capturing transaction flow as liquidity returns" [X Link](https://x.com/GMN_watch/status/1980020509778538671) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T21:17Z 2921 followers, 2831 engagements "@HParkerEvans I would dismiss that for now and wait to earnings call" [X Link](https://x.com/GMN_watch/status/1980262998607343731) [@GMN_watch](/creator/x/GMN_watch) 2025-10-20T13:21Z 2921 followers, XXX engagements "π¨The $OPEN AARMY front-runs Wall Street. Morgan Stanley raises its $OPEN price target to $X (from $2) citing potential for a pivot back to home-buying and stronger leverage if the housing market recovers. Slowly and then suddenly π±" [X Link](https://x.com/GMN_watch/status/1980322444507509050) [@GMN_watch](/creator/x/GMN_watch) 2025-10-20T17:17Z 2920 followers, 3556 engagements "Waiting patiently for OPEN HOUSE call and Investor Day. Accumulating more and more $OPEN shares until then" [X Link](https://x.com/GMN_watch/status/1979977816662741451) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T18:27Z 2921 followers, 5201 engagements "If you listened to it alongside Kazs interview you could get the vision for $OPEN. Im extremely bullish" [X Link](https://x.com/GMN_watch/status/1980007280725659841) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T20:24Z 2921 followers, XXX engagements "@GeeFinance_ lol good luck" [X Link](https://x.com/GMN_watch/status/1980022647573578128) [@GMN_watch](/creator/x/GMN_watch) 2025-10-19T21:26Z 2919 followers, XXX engagements "π€―First ever positive headline on $OPEN. Best part: Yet neither Zillow nor Compass matches the scale or transactional automation of Opendoors AI-powered valuation system" [X Link](https://x.com/GMN_watch/status/1978945845329268947) [@GMN_watch](/creator/x/GMN_watch) 2025-10-16T22:07Z 2920 followers, 38.1K engagements "Saudi Arabias PropTech market is set to X by 2030 ($0.86B $2.48B) fueled by Vision 2030 NEOM and smart-city buildouts. Real estate is evolving from bricks & brokers code & computation. What if the US administration launches a similar initiative $OPEN is the only company that will MASSIVELY benefit" [X Link](https://x.com/GMN_watch/status/1979239156590027105) [@GMN_watch](/creator/x/GMN_watch) 2025-10-17T17:32Z 2919 followers, XXX engagements "$OPEN up XXXX% You like this This is just the warm-up. Post-earnings call is when well see the real price action. π₯" [X Link](https://x.com/GMN_watch/status/1980310968845627788) [@GMN_watch](/creator/x/GMN_watch) 2025-10-20T16:31Z 2921 followers, 2815 engagements "Not sure what the VP of Marketing at $OPEN is doing feels like a wasted opportunity. So much potential to shape the narrative and drive engagement yet nothing meaningful to show for it. One example below:" [X Link](https://x.com/GMN_watch/status/1980328587451605417) [@GMN_watch](/creator/x/GMN_watch) 2025-10-20T17:41Z 2921 followers, 2836 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GMN_watch
"$OPEN closed red today but the numbers dont lie. π Q3 Performance: Midpoint guidance: $837.5M Realized revenue: $885.7M Homes sold: 2433 Avg sale price: $364623 XXXXX% of target achieved β
Q3 is already in the books and Opendoor beat its own guidance. All eyes on Nov X earnings. The story is execution not emotion"
X Link @GMN_watch 2025-10-15T21:31Z 2920 followers, 35K engagements
"Best interview on AI this week by far. @karpathy please join $OPEN"
X Link @GMN_watch 2025-10-19T19:52Z 2921 followers, 2736 engagements
"Why is $OPEN the single best opportunity in the market 1.Best-in-Class Digital Housing Infrastructure 2.Huge Macro Tailwind 3.Massive Economic Incentive (Undervalued Market Cap) 4.Proven Consumer Value Proposition 5.Platform Expansion Opportunities 6.Optionality on Future Housing Models 1.Best-in-Class Digital Housing Infrastructure -Over a decade of investment has built the most advanced digital platform for residential real estate. -Data-driven pricing engine and operational playbook give Opendoor a defensible moat. -Scalable infrastructure positions it to be the default operating system"
X Link @GMN_watch 2025-09-09T20:08Z 2920 followers, 47K engagements
"@AhmtYARIM $DEFT problem is that it is based in Canada. Sounds stupid but may be the reason why the price is low"
X Link @GMN_watch 2025-10-09T20:53Z 2920 followers, XXX engagements
"$OPEN traders looking at their portfolio last night:"
X Link @GMN_watch 2025-10-11T11:25Z 2920 followers, 9940 engagements
"It was only a matter of time. Patience is key. $OPEN will deliver when the time is right. @rabois and @CanadaKaz are ALL IN. Thats all that matters to me"
X Link @GMN_watch 2025-10-13T18:45Z 2921 followers, 5622 engagements
"$OPEN Weekly Highlight #2: Potential partnership with $HOOD π€ Already 284K+ views and climbing - massive reach this week"
X Link @GMN_watch 2025-10-19T20:29Z 2920 followers, 3712 engagements
"What an amazing interview by @rabois Its that good that I might watch it again. Covering AI to $OPEN. Summary below: 1/ Rabois on the AI + macro shift: ChatGPT becomes a monopoly-subscriptions fix the free-internet mistake. With AI productivity the U.S. can run XX% real growth without stoking inflation. 2/ Incumbents: Googles risk isnt DAUsits intent. I dont use Google for anything. Personal agentic assistants win; expect ear-based devices before glasses. 3/ Playbook to build: Decide fast. God is in the details. Find founders inside the org; ignore the org chart; ship. 4/ Dont hire experts to"
X Link @GMN_watch 2025-10-16T20:40Z 2921 followers, 47.5K engagements
"You can get like 10x value just by unwinding those mistakes (referring to Carries mistakes) which @CanadaKaz is definitely doing. Even in his first month I think hell get half of those unwound maybe even more because you know FASTER. @rabois on $OPEN turnaround Heres the full breakdown on everything related to $OPEN π§΅π X Cycle-proof the model Opendoor must survive housing lows: When people think real estates dead 4M homes still transact a year; high 6M. The playbook: Build your cost structure to break even at 4M transactions. Get as many variable costs and as low fixed costs as possible. 2"
X Link @GMN_watch 2025-10-18T17:37Z 2920 followers, 16.4K engagements
"Didnt manage to put together the $OPEN newsletter this week but its coming and will include macro residential real estate AI in real estate $OPEN leadership news new product updates etc. Part of it includes picking the best X $OPEN posts of the week"
X Link @GMN_watch 2025-10-19T20:10Z 2921 followers, 2291 engagements
"Weekly Highlight: #1 @rabois on $OPEN"
X Link @GMN_watch 2025-10-19T20:20Z 2921 followers, 1213 engagements
"$OPEN Weekly Highlight #3: Direct feedback from the community. Its clear that $OPEN needs to step up its social game. Social media is one of the most cost-effective customer acquisition channels especially with a very engaged base like the $OPEN AARMY"
X Link @GMN_watch 2025-10-19T20:36Z 2920 followers, 1321 engagements
"$OPEN is one of the most heavily shorted stocks. -151M shares short (21% of float) -52%+ trading off-exchange -XXXX days to cover Crowded shorts = fuel. Any positive catalyst could flip the script fast. High risk high reward. π"
X Link @GMN_watch 2025-10-02T20:50Z 2911 followers, 46.4K engagements
"@ericjackson Was $HUT announced today"
X Link @GMN_watch 2025-10-08T21:38Z 2905 followers, 1294 engagements
"π¨ New SEC filing for $OPEN Christina Schwartz Interim CFO filed a Form X (initial ownership). -201772 common shares -63701 stock options (vested strike prices: $XXXX & $1.02) -Filing date: Oct X 2025 -Event date: Sept XX 2025"
X Link @GMN_watch 2025-10-09T07:01Z 2912 followers, 36.8K engagements
"π¨ $OPEN Q3 Earnings Date Announced Opendoor will report Q3 2025 results on Nov 6th. With housing momentum building rate cuts on deck and new leadership in place this could be one of the most pivotal quarters yet"
X Link @GMN_watch 2025-10-09T13:40Z 2910 followers, 16.2K engagements
"$OPEN is down today like many other stocks. Conviction is key. The most important interview about the future of Opendoor is here. It was released this week. XX% of everything that matters is the CEO. @rabois"
X Link @GMN_watch 2025-10-09T16:47Z 2912 followers, 6664 engagements
"The key overhang for $OPEN remains the convertible bonds issued in May thats whats driving much of the elevated short volume in recent weeks. If @rabois and @CanadaKaz can restructure or clarify that position it could significantly de-risk the balance sheet and force shorts to reprice quickly"
X Link @GMN_watch 2025-10-09T19:52Z 2910 followers, 16.9K engagements
"The plan is already in motion. $OPEN"
X Link @GMN_watch 2025-10-10T17:04Z 2910 followers, 17.8K engagements
"Strong leaders attract top talent. Its that simple. Several key figures from $SHOP have recently announced their departures and its not by coincidence. Expect more big news coming from $OPEN soon. Its not just senior leadership making the move top software engineers are following too. The smartest builders always migrate toward the next great company"
X Link @GMN_watch 2025-10-11T13:36Z 2899 followers, 82.4K engagements
"π¨An absolute beast just left $SHOP Bobby Morrison their Chief Revenue Officer. If he joins $OPEN well have officially acquired the best leadership talent from $SHOP. Thanks @tobi π This is the guy who: Drove X consecutive quarters of 25%+ revenue growth π Delivered X straight quarters of 15%+ free cash flow π° 5xd Shopifys market cap π In @CanadaKaz we trust"
X Link @GMN_watch 2025-10-11T19:25Z 2899 followers, 80.7K engagements
"Would #3 be shared this year $OPEN"
X Link @GMN_watch 2025-10-12T18:23Z 2910 followers, 16.3K engagements
"Best stockS in the market: $OPEN $OPEN"
X Link @GMN_watch 2025-10-12T20:10Z 2909 followers, 9179 engagements
"Im worried about not buying enough $OPEN before the next big run"
X Link @GMN_watch 2025-10-13T11:42Z 2909 followers, 8352 engagements
"Yes Paul Tudor Jones bought $OPEN"
X Link @GMN_watch 2025-10-14T19:12Z 2910 followers, 9824 engagements
"Heavily shorted stocks will bankrupt a lot of short sellers this cycle. How many short sellers will $OPEN bankrupt"
X Link @GMN_watch 2025-10-15T11:34Z 2910 followers, 4123 engagements
"Welcome to $OPEN Giang LeGrice. This is a once in a lifetime opportunity to redefine what's possible in real estate excited to be part of the team - LFG"
X Link @GMN_watch 2025-10-15T13:54Z 2910 followers, 38.3K engagements
"@maelan_sdmr"
X Link @GMN_watch 2025-10-16T22:13Z 2902 followers, XXX engagements
"Moonshots got hit big time. Ive consolidated my holdings to only $OPEN and $RUN. During periods of high volatility you want to hold only what you truly believe in. 2026 will be the year of Housing and Energy"
X Link @GMN_watch 2025-10-17T07:32Z 2908 followers, 4544 engagements
"Me after looking at the $OPEN share price"
X Link @GMN_watch 2025-10-17T16:59Z 2911 followers, 2003 engagements
"We closed GREEN today. Tough fight through the day. $OPEN"
X Link @GMN_watch 2025-10-17T20:07Z 2910 followers, 6758 engagements
"Opportunity cost: the risk of market timing Very simply: sit on your hands. Use your time to help the $OPEN team"
X Link @GMN_watch 2025-10-17T20:29Z 2911 followers, 2451 engagements
"Guess what Warren Buffett bought before retiring $LEN. Berkshire Hathaways Q2 13F disclosed a stake of 7.05M Lennar shares valued at roughly $800M as of June XX. Around the same time Eric Feder President of LenX Lennar Homes strategic investing arm was appointed Lead Independent Director at $OPEN. Lennar is one of the largest homebuilders in the U.S. Opendoor is the leading tech-driven home buying and selling platform. Theres clear strategic overlap here that could open the door to deeper partnerships. We are not bullish enough on $OPEN"
X Link @GMN_watch 2025-09-20T16:23Z 2918 followers, 21.1K engagements
"We already have @khoslaventures backing $OPEN conviction capital that bets on world-changing ideas. Now imagine @a16z joining too. The two best VC firms in the world: -@khoslaventures early backer of DoorDash Square Instacart and many others. Bold bets that redefined industries. -@a16z investor in Airbnb Coinbase Anthropic. Deep AI + infrastructure expertise. $OPEN is rebuilding the infrastructure of real estate with AI at its core. π‘π€"
X Link @GMN_watch 2025-10-03T22:10Z 2914 followers, 8194 engagements
"π¨ Breaking: $OPEN earnings call is going to be absolutely epic. @vladtenev is teaming up with @CanadaKaz to design a new format that lets the $OPEN AARMY ask questions directly to management. ππ₯"
X Link @GMN_watch 2025-10-05T20:21Z 2918 followers, 82.7K engagements
"According to Charles Schwabs latest STAX report $OPEN ranked among the most bought stocks by Schwab clients in September joining giants like $NVDA $AMZN $ORCL and $PLTR. Meanwhile names like $TSLA and $AAPL were net sold. π Retail conviction in $OPEN is rising fast"
X Link @GMN_watch 2025-10-06T20:20Z 2914 followers, 19K engagements
"Housing outperforms in 2026. If $OPEN proves whats possible 2026 could mark the beginning of a housing super-cycle where tech liquidity and trust converge. The macro tailwinds are lining up: rates drifting toward X% inventory loosening and consumer confidence returning. A once-in-a-generation setup amplified by AI. $OPEN will prove the new model a software-driven instant and fair housing platform that compresses the entire transaction stack into one seamless flow. When they show this works at scale the markets entire perception of what a housing company can be will shift. $BETR powers the"
X Link @GMN_watch 2025-10-09T12:10Z 2911 followers, 6955 engagements
"A ton of people bought $PLTR under $XX. How many held above $XXX XX% or less is my best guess. The market is very fair. It rewards those with the character to hold for as long as it takes until it reaches its destination. Today theres another $PLTR or even bigger: $OPEN"
X Link @GMN_watch 2025-10-10T07:07Z 2914 followers, 8180 engagements
"Dont worry youll be a buyer. $OPEN is the single best company if you want exposure to lower interest rates"
X Link @GMN_watch 2025-10-12T12:40Z 2912 followers, 4650 engagements
"I would not be surprised at all if $OPEN reached $Z s market cap in 2025"
X Link @GMN_watch 2025-10-12T15:54Z 2917 followers, 2275 engagements
"π¨ $OPEN partners with Lennar D.R. Horton and Pulte the X top builders featured in Trumps post. Those three alone get $21.6B in support. Yes nearly XX% of the total. Opendoor has already powered $6.5B+ in new home sales through them. The opportunity here is HUGE"
X Link @GMN_watch 2025-10-13T10:45Z 2912 followers, 24K engagements
"Even @fnthawar the Head of Engineering at Shopify quotes @rabois. Thats the caliber of leadership now shaping $OPEN"
X Link @GMN_watch 2025-10-14T18:19Z 2912 followers, 5759 engagements
"Priorities - $OPEN"
X Link @GMN_watch 2025-10-14T18:34Z 2912 followers, 9274 engagements
"π¨PAUL TUDOR JONES SEES FED FUNDS RATE AT 2.52.75% WITHIN A YEAR. Guess what company he recently bought $OPEN Smart money positions before the turn"
X Link @GMN_watch 2025-10-14T18:41Z 2914 followers, 17.8K engagements
"I call this RISING DYNASTY - @ericjackson"
X Link @GMN_watch 2025-10-14T18:46Z 2912 followers, 18.4K engagements
"$OPEN Short Interest Update: -Short interest: 150.7M shares ( XXXX% of float) -Days to cover: XXXX -Off-exchange short volume: 21.7M ( XXXX% of total volume) -Short volume peaked above XX% last week. It was ONLY XX% yesterday β Despite relentless shorting $OPEN closed up +5.09% today with volume absorption improving daily. When fundamentals and leadership shift shorts get caught looking backwards π«¨"
X Link @GMN_watch 2025-10-15T07:26Z 2917 followers, 29.8K engagements
"@urbnsteezus @8bitsteveo 31:10 for $OPEN"
X Link @GMN_watch 2025-10-18T18:32Z 2918 followers, XXX engagements
"Very interesting dynamics at $SHOP"
X Link @GMN_watch 2025-10-15T14:19Z 2920 followers, 1801 engagements
"Happy Monday to the $OPEN AARMY and everyone else"
X Link @GMN_watch 2025-10-20T11:44Z 2920 followers, 3131 engagements
"This could be the next Head of Partnerships at $OPEN. Rukmani Subramanian ex-@Shopify and @Microsoft helped drive 30%+ growth X straight quarters of revenue acceleration and built world-class commercial ecosystems. If true this is a massive signal of where @Opendoor is heading scaling partnerships like Shopify scaled commerce"
X Link @GMN_watch 2025-10-10T20:37Z 2919 followers, 67.5K engagements
"THE $OPEN STORY 2025s greatest comeback. X The blind leading the blind. The CEO and CFO worked day and night to destroy shareholder value. Harvesting shareholders was the only game in town. Confidence collapsed. X The spark. The movement. @ericjackson drops his 100x thesis the catalyst that ignites a global movement. He goes everywhere: podcasts Spaces interviews -preaching the $OPEN vision. The message catches fire and spreads worldwide within days. People rally. Even @APompliano sees the opportunity. Then @rabois steps in - engaging directly with the AARMY and pulling the strings to force"
X Link @GMN_watch 2025-10-19T10:25Z 2920 followers, 50.1K engagements
"Why did Warren Buffett buy $LEN Why did Paul Tudor Jones buy $OPEN Why did KV and @rabois took on this challenge Why did @CanadaKaz take the CEO role with zero compensation unless shareholders win Because the macro tide is turning and AI is a force for efficiency and outcomes π Rates peaked. π Housing turnover is at generational lows. π§ AI is driving a new era of operating leverage. When this cycle reverses volumes rise long before prices do and the most efficient operators capture the upside. Buffett bet on builders. Paul Tudor Jones bet on the platform that sells the homes they build. And"
X Link @GMN_watch 2025-10-19T11:25Z 2920 followers, 10.2K engagements
"Few people have done more to reshape real estate than @rabois. He backed Roam which lets buyers assume X% mortgages in a X% world. Now hes leading $OPEN the company with the best shot at rebuilding how homes are bought and sold"
X Link @GMN_watch 2025-10-19T18:48Z 2920 followers, 8416 engagements
"@8bitsteveo @rabois @raunaqsingh87 seems a pretty smart guy. Worked at $OPEN before"
X Link @GMN_watch 2025-10-19T20:12Z 2920 followers, XXX engagements
"Rates down. Sales up. ππ The Fed is now XXX% priced for a cut to 3.754.00% or below. Meanwhile 30-year mortgage rates are easing and new home sales just spiked - a textbook early-cycle housing move. Heres whats driving it: π Builders like Lennar D.R. Horton and Pulte are offering rate buydowns selling homes with effective mortgage rates of XX% while the market sits near 6.5%+. Thats making new construction cheaper than existing homes. $OPEN is working directly with these same builders- capturing transaction flow as liquidity returns"
X Link @GMN_watch 2025-10-19T21:17Z 2921 followers, 2831 engagements
"@HParkerEvans I would dismiss that for now and wait to earnings call"
X Link @GMN_watch 2025-10-20T13:21Z 2921 followers, XXX engagements
"π¨The $OPEN AARMY front-runs Wall Street. Morgan Stanley raises its $OPEN price target to $X (from $2) citing potential for a pivot back to home-buying and stronger leverage if the housing market recovers. Slowly and then suddenly π±"
X Link @GMN_watch 2025-10-20T17:17Z 2920 followers, 3556 engagements
"Waiting patiently for OPEN HOUSE call and Investor Day. Accumulating more and more $OPEN shares until then"
X Link @GMN_watch 2025-10-19T18:27Z 2921 followers, 5201 engagements
"If you listened to it alongside Kazs interview you could get the vision for $OPEN. Im extremely bullish"
X Link @GMN_watch 2025-10-19T20:24Z 2921 followers, XXX engagements
"@GeeFinance_ lol good luck"
X Link @GMN_watch 2025-10-19T21:26Z 2919 followers, XXX engagements
"π€―First ever positive headline on $OPEN. Best part: Yet neither Zillow nor Compass matches the scale or transactional automation of Opendoors AI-powered valuation system"
X Link @GMN_watch 2025-10-16T22:07Z 2920 followers, 38.1K engagements
"Saudi Arabias PropTech market is set to X by 2030 ($0.86B $2.48B) fueled by Vision 2030 NEOM and smart-city buildouts. Real estate is evolving from bricks & brokers code & computation. What if the US administration launches a similar initiative $OPEN is the only company that will MASSIVELY benefit"
X Link @GMN_watch 2025-10-17T17:32Z 2919 followers, XXX engagements
"$OPEN up XXXX% You like this This is just the warm-up. Post-earnings call is when well see the real price action. π₯"
X Link @GMN_watch 2025-10-20T16:31Z 2921 followers, 2815 engagements
"Not sure what the VP of Marketing at $OPEN is doing feels like a wasted opportunity. So much potential to shape the narrative and drive engagement yet nothing meaningful to show for it. One example below:"
X Link @GMN_watch 2025-10-20T17:41Z 2921 followers, 2836 engagements
/creator/twitter::1863330065809039360/posts