[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.]  Albert Alan [@_AlbertAlan](/creator/twitter/_AlbertAlan) on x 2357 followers Created: 2025-07-17 05:33:44 UTC Dear $OPEN Investors, The recent momentum in OpenDoor's stock has largely been fueled by a growing number of market participants joining the upward trend. Taking a step back to fundamentals and first-principles analysis, I previously released a video outlining a potential business turnaround scenario for OpenDoor. In that analysis, I projected an intrinsic value range for the stock between $X and $16, contingent upon the company successfully executing a strategic pivot. For this rally to be sustainable, OpenDoor must achieve a transition from negative to positive across several key financial metrics: operating free cash flow, free cash flow, and net income. These are critical milestones, and management must rise to the occasion by steering the company toward sustained profitability. From a book value perspective, the stock had declined to $XXXX while the last reported quarterly earnings indicated a book value at $XXXX. This implied that the market was pricing in approximately XXX years or seven quarters of continued book value erosion through Q3 2026. Notably, this valuation scenario may have overlooked the potential for two interest rate cuts in 2025 and additional cuts in 2026, which could provide macroeconomic tailwinds. This disconnect between market expectations and macro potential has created a compelling asymmetric opportunity. Moreover, the recent price movement has potentially reduced the need for a reverse stock split. It’s also important to note that OpenDoor may be a short squeeze candidate, given the increased market attention and a short interest currently hovering around 19%. This elevated short interest, combined with rising demand, could act as additional fuel for continued upward price action. Ultimately, however, the long-term trajectory of the stock hinges on management’s ability to execute and deliver tangible improvements in the company’s core business fundamentals.  XXXXX engagements  **Related Topics** [momentum](/topic/momentum) [$open](/topic/$open) [open opendoor technologies inc](/topic/open-opendoor-technologies-inc) [Post Link](https://x.com/_AlbertAlan/status/1945718542076436924)
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Albert Alan @_AlbertAlan on x 2357 followers
Created: 2025-07-17 05:33:44 UTC
Dear $OPEN Investors,
The recent momentum in OpenDoor's stock has largely been fueled by a growing number of market participants joining the upward trend. Taking a step back to fundamentals and first-principles analysis, I previously released a video outlining a potential business turnaround scenario for OpenDoor. In that analysis, I projected an intrinsic value range for the stock between $X and $16, contingent upon the company successfully executing a strategic pivot.
For this rally to be sustainable, OpenDoor must achieve a transition from negative to positive across several key financial metrics: operating free cash flow, free cash flow, and net income. These are critical milestones, and management must rise to the occasion by steering the company toward sustained profitability.
From a book value perspective, the stock had declined to $XXXX while the last reported quarterly earnings indicated a book value at $XXXX. This implied that the market was pricing in approximately XXX years or seven quarters of continued book value erosion through Q3 2026. Notably, this valuation scenario may have overlooked the potential for two interest rate cuts in 2025 and additional cuts in 2026, which could provide macroeconomic tailwinds.
This disconnect between market expectations and macro potential has created a compelling asymmetric opportunity. Moreover, the recent price movement has potentially reduced the need for a reverse stock split.
It’s also important to note that OpenDoor may be a short squeeze candidate, given the increased market attention and a short interest currently hovering around 19%. This elevated short interest, combined with rising demand, could act as additional fuel for continued upward price action.
Ultimately, however, the long-term trajectory of the stock hinges on management’s ability to execute and deliver tangible improvements in the company’s core business fundamentals.
XXXXX engagements
Related Topics momentum $open open opendoor technologies inc