Johnny5.420

I’m a degenerate id10t - NFA DYOR $OPEN #OPENARMY #faster $WLFI - Conviction = Wealth

[Johnny5.420 @420Johnny546375]

@Leooweb3 Go to Cash

[Johnny5.420 @420Johnny546375]

@MrNeverSell The presence of stone compared to anything else is impactful. Stone creates an ambience of strength and provides peace of mind, psychologically; it’s been here long before us and will continue to be long after. Not to mention its natural beauty and impregnable stature.

[Johnny5.420 @420Johnny546375]

@nejatian FASTER
#OPENARMY

[Kaz Nejatian @nejatian]

The infra we built for the new Opendoor brochure page was genuinely difficult to build given everything we had to fix - but the new https://t.co/le2FvIZgyS is quite good, and fast!

[The Value Trader @TheValueTrade]

$OPEN WHY I DON'T OWN A POSITION... YET..

but it might be one of the purest turnaround bets...

The original Opendoor idea was brilliant in its simplicity.

Selling your house is painful.... to say the least

Viewings.

Negotiations.

Repairs.

Chains.

Uncertain closing dates.

$OPEN wanted to make selling a house feel much easier.

Get an offer.

Accept it.

Choose when you move.

Done.

The problem with this model is?

A house isn't an iPhone...

It's a huge illiquid asset.

Every property is different.

And if you buy thousands of houses at the wrong price, losses can accumulate VERY quickly...

That's exactly why the old Opendoor model got into trouble.

So the turnaround isn't about proving consumers want convenience... we already know thats what they want

I think that's obvious.

The real question is whether $OPEN can provide that convenience PROFITABLY.... profit is not a dirty word..

Can they price houses accurately? at volume??

Control renovation costs?

Turn inventory quickly?

Manage housing market risk?

Reduce overhead?

Improve contribution margins?

That's the entire thesis.

And the housing environment matters enormously.

Mortgage rates.

Home prices.

Transaction volumes.

Housing inventory.

Consumer confidence.

All of those can move the numbers.

That's why $OPEN has potentially enormous operating leverage if the housing market eventually normalizes.... which it will...

If transactions recover while $OPEN has spent the downturn improving its unit economics, revenue could recover across a much leaner cost structure.

That's the bull case.

The bear case is equally simple...

Maybe iBuying is structurally too capital intensive and low margin to ever produce attractive returns consistently.

That's why I don't treat $OPEN like a proven compounder.

It's a turnaround.

I want proof.

Better unit economics.

Better margins.

Better cash flow.

Then I want the chart to start confirming the fundamental improvement... and holding above the 0.786 Fib would be a great start.

[Johnny5.420 @420Johnny546375]

@Davo0820 Creating a crazy entry…

[Johnny5.420 @420Johnny546375]

@MikeBillettJr @Opendoor How was Monday?

[IPO Newsroom @IPONewsroom_]

$GRAB TO ACQUIRE 60% OF ATOME FINANCIAL FOR $1.49B

Grab has agreed to acquire a controlling 60% stake in Atome Financial for $1.49 billion in cash, expanding its consumer lending business across Southeast Asia.

Atome operates BNPL, consumer cash loans, cards and digital lending across Singapore, Malaysia, the Philippines, Indonesia and Thailand. The company has served 25 million cumulative transacted users, works with more than 30,000 brands and had a roughly $1 billion gross loan portfolio as of June 2026.

Of the $1.49B purchase price, $260M will be primary growth capital. Grab expects the first phase of the deal to close by Q3 2027, subject to regulatory approvals.

Grab has also agreed to acquire the remaining 40% roughly two years after the initial closing. That purchase price will be based on Atome’s financial performance, with an equity valuation floor of $2B and a cap of $4.5B.

Following the deal, Grab expects its Financial Services segment to reach $500M in adjusted EBITDA and a gross loan portfolio of more than $6B by 2028.

The company also raised its broader 2028 targets to $1.7B in adjusted EBITDA and more than 30% revenue CAGR from 2025 to 2028.

Source: Grab

[Pulte @pulte]

We have also expanded title insurance pilots to make sure people save on title insurance.

[Kaz Nejatian @nejatian]

Thank you! The pork barrel buffet that stops Americans from owning homes needs to come to an end.

[Johnny5.420 @420Johnny546375]

@sunxliao Sun “Legend” Liao 🫡

[Sun Liao @sunxliao]

There's millions of dollars in your phone, just gotta click the right buttons to get it.

I freely share trade ideas... in just 1 month:

$ASST ran 127.42%
$BMNR ran 50.72%
$BTC ran 29.27%
$COIN ran 32.10%
$ETH ran 32.90%
$ETHA ran 34.05%
$IBIT ran 27.20%
$MSTR ran 49.57%
$ZCSH ran 95.16%
$ZEC ran 90.20%

Some insane buying opportunities very soon IMO... I'll be posting the charts here.

Pay attention, don't miss this run. 🫡

[Johnny5.420 @420Johnny546375]

@GMN_watch LFG #faster

[Nexus @GMN_watch]

🚨 $OPEN WARRANTS

Section 4.06 is clear: Opendoor and the Warrant Agent can extend the Expiration Date of any warrant series without holder consent.

There is no need to do it today. If the Nov. 20, 2026 expiry remains relevant, they can make that call a week beforehand.

No need to assume today that $OPEN will not reach those levels first.

[Sun Liao @sunxliao]

When $OPEN was $0.90 last year, I said it could do a 5X... it ended up running 10X.

I've been patiently waiting all year for it to retest monthly silver support...

Bounce here and the fun begins IMO.

[Johnny5.420 @420Johnny546375]

@StoryTrading I #Bullieve

[StoryTr🅰️ding @StoryTrading]

$BULL remains firmly on our radar. Here’s what we’re seeing. 👇

[Stock Pattern Pros/Tim @StockPatternPro]

$FE ...this is why...good luck betting against him. You'll lose.

[Lucas Matheson @lucmatheson]

1 in every 7 pending 🏡 sale goes like this...

You accept an offer. You tell your kids. You put a deposit on the next place.

Then the buyer's financing falls through and you are back on the market, explaining to everyone why the sign went back up.

An @Opendoor offer does not have that failure mode. We pay cash. Sellers closed in about 29 days on avg.

Now on https://t.co/vkgcxTYmhc

Read more --> https://t.co/boQSwtsE2g