So let me get this straight…
A $16B-ish Paramount/Skydance suddenly musters a $108.4B ALL-CASH hostile bid to nuke Netflix’s already-signed deal for Warner Bros Discovery.
And the money magically comes from:
- Larry Ellison (Oracle billionaire, one of the richest men on earth)
- Middle Eastern sovereign wealth funds (Saudi, Qatar, Abu Dhabi)
- Trump’s son-in-law Jared Kushner’s Affinity Partners
- A web of private capital nobody voted for and nobody regulates
All of this… to seize CNN, HBO, DC, Warner Bros, one of the most powerful media machines on the planet… right after Trump says the Netflix deal “could be a problem.”
You’re watching a $16B company act as a glove puppet for oligarchs, foreign governments, and political power players to hijack U.S. media under the label of a “free market transaction.”
If this isn’t legalized corruption, what is?
But sure… tell me again how the “market is efficient” and none of this is coordinated.
We are witnessing a takeover of information, not a takeover of a studio.
$PSKY $WBD $NFLX
🚨 $OPEN Army,
Here’s the harsh reality I’ve ran into over the last few months:
- I’ve talked to plenty of realtors across different markets, due to how high of conviction I have in this company.
- Every single one, without exception, described Opendoor as “lowballers,” “scammers,” or “predatory flippers.”
- Their clients never even get to evaluate Opendoor’s products because the agent blocks it upstream.
- This narrative isn’t built on data, spreads, or actual offer history. It’s built on realtor incentives and misinformation.
- This is a choke point bigger than mortgage rates, inventory, or macro.
If @Opendoor wants true national penetration, this realtor-driven perception wall has to be addressed.
Us investors see you’ve already steered very clear of how your business used to function, but the people competing with you in the same industry clearly haven’t.
I know the main thing is time, but in what other ways does the team plan to lift this stigma that keeps sellers from ever seeing the products you offer?
cc: @nejatian@morganb@rabois@fahdananta@kianejatian
🚨 $OPEN ARMY,
Everyone keeps asking if Opendoor already got its Wall-Street “re-rate” as an AI/Software company.
No. Not even close. The truth is that this is still a cash-burning, low-margin house-flipper to be brutally honest.
This is still the pregame…
A real re-rate only happens when the financials start reflecting the AI overhaul: faster turns, lower friction costs, tighter spreads, and real margin expansion.
Right now, we’re still very early. The story is priced in, not the execution yet.
The 4–8× revenue multiple that I keep seeing all over X doesn’t unlock until the AI workflows show up in the P&L.
We’re not there yet.
But if the work they’ve been shipping actually converts into margins? That’s when the re-rate happens, and us investors reach Valhalla. We’re already watching the execution play out in real time.
Stop bitching about the stock price and understand what we want to see happen is going to take a long time.
🚨 $OPEN ARMY
Can someone make me look stupid for being confused by this: 👇
I just watched 2.3m shares get dumped at once, $6.95 down to $6.63, 10 minutes before market closed…
And the second the market closed, 26.25m shares were bought, price moved from $6.72 up to $6.74. How?
🚨 $OPEN INVESTORS,
Historically, the companies that nuke a bloated headcount, and can automate core workflows with AI/software ( $META, $SHOP, $TSLA, etc) are the ones whose margins exploded…
The playbook is the same every time:
– Cut bloated headcount
– Move the costliest workflows onto software/AI
– Shrink holding times + errors
– Lower CAC
– Scale volume without scaling costs
That’s how margins flip. And we’re witnessing this shift in real-time at @Opendoor right now…👇
Well if you invested into $OPEN after their earnings call,
You’d quickly find out the term “resistance” is relative.
Doesn’t apply here anymore I guess…