Henry SC 🍻

Value investor | Love art,science & nature,travel and economy | Seek and buy the next great stock.
Current largest positions: $OPEN & $ASST. NFA. DYODD.

[Henry SC 🍻 @Hennsify]

$OPEN to $500 : LISTEN WHEN THE ONE WHO HAS SEEN BEHIND THE CURTAIN EXPLAIN.

Here’s a bullish, phased outlook that builds momentum toward the $500 long-term vision while staying grounded in the tokenization + operational turnaround story:

• 1 Year (End of 2026 / mid-2027): $15 – $25
$OPEN Core iBuying business stabilizes + early tokenization pilots (BC leasehold scaling + Bitcoin/stablecoin payments) drive re-rating. Multiple expansion from current depressed levels as profitability improves and Wall Street starts pricing in “Opendoor 2.0.”

• 2 Years (2027): $40 – $60
Tokenization platform gains traction. First meaningful on-chain real estate volume + fractional ownership products. Revenue mix shifts and market begins treating OPEN as a tech/fintech hybrid rather than a housing cyclical.

• 3–4 Years (2028–2029): $120 – $250
Network effects kick in. Opendoor becomes the go-to infrastructure layer for tokenized residential real estate in North America. Massive TAM unlock ($300T+ global real estate) starts showing in financials. Similar to how Shopify or Carvana compounded once the architecture proved out.

• 5 Years (2030–2031): $400 – $600+ (aligning with @ericjackson $500 call)
Full architectural transition. Opendoor sits at the center of liquid, on-chain housing markets. If they execute even moderately well on the three-layer build + regulatory runway, this becomes the asymmetric winner in the space.

NFA. DYOR.

#Opendoor #Tokenization

[Eric Jackson @ericjackson]

I think Opendoor could be a $500 stock in the next 5-7 years.

OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator.

This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition.

The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700+ (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like.

Why I Think OPEN Could Be A $500 Stock [Long OPEN]

https://t.co/i5XbQmukXo

[Henry SC 🍻 @Hennsify]

@ericjackson @openamerica82

[Henry SC 🍻 @Hennsify]

Soluna has upgraded its January MOU into a firm joint venture with Metrobloks in Texas. Soluna brings renewable-powered infrastructure + Metrobloks adds AI-ready design, development & operations. Backed by $24.5M capital.Big step forward for green AI/HPC hosting and Nasdaq compliance. Green power meets AI demand.
#SLNH #AI

[Henry SC 🍻 @Hennsify]

$SLNH
Soluna signs definitive JV with Metrobloks for 350+ MW Kati 2 AI/HPC hosting project, replacing prior non-binding MOU

[Henry SC 🍻 @Hennsify]

$FCEL
Canaccord upgrades FuelCell Energy to Buy from Hold, nearly doubles price target to $30 on data center deal

[Henry SC 🍻 @Hennsify]

@LizAnnSonders INACCURATELY SAID... dig deeper into the details and look into the fine print please....https://t.co/pPC45ynaG8

[David @Davo0820]

This matches what $OPEN announced on their sales. https://t.co/IdD0p7uRYb

[Henry SC 🍻 @Hennsify]

@NoLimitGains Will next one be Canaan $CAN? 🤣

[Henry SC 🍻 @Hennsify]

$OPEN still flying completely under the radar. Housing inventory finally normalizing, path to profitability clearing, and the stock is still dirt cheap after getting crushed. Smart money is quietly accumulating. This one’s gonna wake up hard! 👍

[Henry SC 🍻 @Hennsify]

Bullish on $OPEN — Motley Fool just put Opendoor Technologies front and center. When The Motley Fool (one of the most trusted retail investing platforms, famous for spotting multi-bagger opportunities early through sharp analysis) starts calling out a stock like this… you gotta pay attention.

This isn’t the peak — this is the very beginning. We are still early. 2026 is Year 1 of what could be a massive multi-year compounding story as the housing market finally turns. Here’s why Opendoor is positioned to run:

Housing recovery tailwinds incoming — Locked-in homeowners + high rates have crushed inventory, but the thaw is starting. Opendoor is already ramping acquisitions at the fastest pace since 2022.

25% sequential revenue growth expected this quarter — Real traction while competitors stepped away.

Path to profitability — Adjusted losses narrowing fast, with positive adjusted earnings targeted by year-end. Fewer deep-pocket rivals left to fight.

Trading cheap after an 89% drawdown from its peak — Massive upside as volume scales and margins expand.

The broader market hasn’t fully priced in the rebound yet. Hand-over-fist loading while it’s still under $10 and flying under the radar. Smart money notices when Motley Fool highlights it.

https://t.co/A6NizfPFF2

[Maëlan @maelan_sdmr]

Skip straight to sold 📲

$OPEN

[Henry SC 🍻 @Hennsify]

Truflation just dropped real-time US CPI at 1.83% — way below the official 3.8%. This is exactly why $OPEN
is so well positioned. Lower inflation = path to lower rates → stronger housing demand, better affordability, and a healthier market for iBuying. Transparency in data meets innovation in real estate. Bullish on both. #Truflation #Opendoor

[Truflation @truflation]

🇺🇸 Truflation Daily US CPI is 1.83% YoY today 🔽 -0.01%.🇺🇸

Claim FREE CREDITS NOW and explore more https://t.co/q9gmUZij7L

[Henry SC 🍻 @Hennsify]

Bullish on $OPEN — this is shaping up to be one of the most asymmetric turnaround setups in the market right now. Talent flowing in under Kaz Nejatian (ex-Shopify), CEO on $1 salary loading up personally, co-founders back on the board, massive cash, AI-powered model, and forced buying coming with Russell 3000 inclusion. The quiet accumulation before the re-rating is real.

@RosannaInvests nailed the early signals here — consistently sharp insight. If you’re not following her yet, fix that immediately. One to watch closely.

[Rosanna Prestia, MBA @RosannaInvests]

Everyone gave up on $OPEN. That's usually the tell. 👀

Talent migration is the leading indicator of a turnaround -> where the best operators move signals the comeback long before the financials do.

And look who migrated to $OPEN :

→ A $SHOP -pedigree CEO @nejatian on a $1 SALARY -> who walked away from millions to bet everything on an all-equity package that only pays if the stock climbs 🤝
→ Founders @rabois & @ericwu01 came BACK to the board

Then he backed it with his own cash: ~$1.5M in open-market buys since taking over. He doesn't get paid unless you do. That's conviction you can't fake. 🔥

Now the catalysts are stacking:
→ Joining the Russell 3000 on June 26 - forced index buying 📈
→ Q1 revenue beat ($720M), record contribution margins
→ Acquisition contracts more than doubled - the velocity model is working 🚀
→ ~$1B cash, targeting adjusted breakeven by end-2026

Old $OPEN bet on home prices. New $OPEN 2.0 is a velocity machine -> buy, fix, flip, fast -> AI pricing the inventory. FASTER

Beaten down. Talent flowing in. A CEO eating his own cooking. A hard date on the calendar. That's an asymmetric setup. 🚀

RE Disruptor -> Matter of time 🟢

Long and heavy $OPEN 🚀

[Henry SC 🍻 @Hennsify]

Management’s conservative ~25% q/q guidance looks like classic underpromising amid macro/seasonality noise. Your cohort work points to a potential $940M–$1.15B beat, strong validation of Kaz & team’s faster turns and higher conversions. Opendoor 2.0 is showing real progress. Looking forward to Q2. Long $OPEN

[Henry SC 🍻 @Hennsify]

Endless possibilities here! Tesla solar + Opendoor homes = distributed energy networks powering BTC mining is just the start. The real deal is tokenization. Fractional ownership of homes, solar arrays, energy output, and even mining rewards as on-chain assets. Opendoor could pioneer the tokenized real estate + energy economy. This hasn't happened yet… but when it does, it changes everything. Bullish on this vision.

[Henry SC 🍻 @Hennsify]

@rosskay Redfin covers all MLS dues for its agents (saving ~$14k/year each), as a licensed brokerage with direct access across 100+ MLS systems.
No insolvency—it's sustainable at scale. Proof: https://t.co/04YzXLDpBY

[Henry SC 🍻 @Hennsify]

LESS THAN A YEAR SINCE KAZ SAID "FASTER"...OPENDOOR IS PEFORMING GREATLY WHILE HOUSING IS STUCK.

In a brutally tough housing market—where sellers de-listed a whopping 5.8% of homes in April 2026 (up nearly 4% from May and the highest since March 2020, with some states hitting 10%)—Opendoor is straight-up executing. They're buying and selling homes at the fastest rate since 2022. Q1 acquisition volume jumped 45% QoQ, with recent cohorts turning faster than any since COVID. Homes owned 120+ days? Down from 33% to just 10% (vs. the market's stuck ~33%). CEO Kaz Nejatian shifted the focus to speed + AI, not market timing—and it's clearly paying off. In a stalled market, this turnaround resilience is impressive.

Long-term bullish on $OPEN disrupting real estate the right way.
#Opendoor
DYOR. NFA.

[Yee @YeeTak8]

$OPEN

All eyes are on @Opendoor 👀 👌 🔥 🤯 🥵

In April of 2026, home sellers de-listed 5.8% of the homes for sale. That's up nearly 4% from May's de-listing rate and tied for the highest rate since March of 2020. Some states saw de-listing as high as 10%. This is a tough housing market, but home-flipper Opendoor (NASDAQ:OPEN) appears to be executing its turnaround plan without missing a beat.

[Henry SC 🍻 @Hennsify]

@Nbusiness1990 You are a loving husband

[Henry SC 🍻 @Hennsify]

@rosskay Apart from US, Canada RE needs this. Opendoor will deliver. Long-term bullish on the platform expanding north. What do you think, @rosskay
?

[Henry SC 🍻 @Hennsify]

Redfin aggregates 100+ MLS systems covering ~80% of US population. Their April 5.8% delisting rate (tied highest since 2020) matches https://t.co/ENWfINxPMR surges and real friction, most sellers pull rather than cut prices.

NAR backs the weak market: existing-home sales at 4.02M annualized in April (flat YoY, persistently low volume), with inventory up 5.8% to 1.47M units (4.4 months supply). Here is the factual link: https://t.co/ftloC5aFli
Only 2.5% quick relistings—not majority tactical resets. Broader data supports genuine withdrawals. What's your source?

[Henry SC 🍻 @Hennsify]

Disagree, Ross. Redfin pulls actual MLS data, not just staff spin. 5.8% delistings which is highest since 2020 shows real friction: sellers pulling homes over price gaps, not just tactical resets.Even some relists don’t erase the surge. Why do you think the majority are purely clock resets? You got data on that?