I Kappy

$OPEN

[I Kappy @IanKappy404]

@jason_howerton Amen. Thanks for the encouragement, I needed to hear that today 🙏

[Bill Miller @millertcb]

$open Big kudos to OPEN customer service today. I had a question about cash offers and it took 2 minutes for Davie at OPEN on a Sunday morning to get back to me on email! Not bad at all OPEN team!!

[The Kobeissi Letter @KobeissiLetter]

Oil flows in the Strait of Hormuz have sharply rebounded:

Persian Gulf crude oil exports surpassed 14 million barrels per day last week for the first time since the Iran War began on February 28th.

This marks an over +210% increase from the ~4.5 million barrels per day low seen in March.

As a result, the 4-week average is up to 14 million barrels per day, the highest level in 6 months.

Persian Gulf crude oil exports have now recovered to ~80% of their pre-war levels.

This comes as the US military has increasingly secured the Strait of Hormuz and established a two-way shipping corridor along the coast of Oman, allowing oil convoys to resume through the waterway.

Meanwhile, refined fuel shipments, including gasoline, diesel and jet fuel, remain at only around 50% of pre-war levels, as these products are more expensive to transport than crude oil and some refineries in the Persian Gulf that were damaged during the early stages of the war have also yet to fully resume operations.

Oil flows are coming back, but the fuel market is still under intense pressure.

[I Kappy @IanKappy404]

@BourbonGoggles @bluetopdookie @KatieMiller Ya like wtf is this idiot trying to say. Even with his figures (if at all accurate) that means not foreseeable death cases still account for almost 20 x the amount of criminals executed

[I Kappy @IanKappy404]

@Mapago9 $OPEN

[Grayson Gist @pappygist]

I was thinking this morning about how quickly sentiment can change and how Kaz keeps saying 2027 will be $OPEN’s year.

Just picture:
36,000 iBought houses at 4.4% CM
100,000 P2P (P3) houses at 3% fee

That’s $14.5BB in revenue.

They’d likely keep $1.3BB of that.

EPS: +$1.34

Share price at 30x: $40.11

I still believe.

[Wally Buck @WallyBuck]

@maelan_sdmr I just started building my $OPEN position. I sold a house on the platform recently and was blown away by the quality of the customer experience, the power of the platform, & the value proposition.

$OPEN to infinity

[Kalshi @Kalshi]

BREAKING: Odds of a recession this year plummet to nearly 0%

[Nexus @GMN_watch]

$OPEN sales are looking very promising. Too early to say but $OPEN may be starting to capture a higher market share

[David @Davo0820]

Opendoor Technologies reported that its fourth quarter 2026 contribution margin is expected to surpass the third quarter level, supported by improved acquisition economics and progress in reducing older housing inventory.

https://t.co/P88TPxdWmf

[Maëlan @maelan_sdmr]

New $OPEN monster who slipped through the cracks 👹

Likely a recent hire at Toronto HQ

Design at Opendoor & Creative Director

Right here --> @11ibraaa

[Nexus @GMN_watch]

🚨 $OPEN just shipped a major infrastructure upgrade.

https://t.co/mT4h2Vyiqw has moved onto a new AI-native API platform.

[I Kappy @IanKappy404]

@KixtenTrades LFG bro!

[Kalshi @Kalshi]

BREAKING: 85% chance Fed "maintains" interest rates next month

[Bull Theory @BullTheoryio]

BREAKING: Oil just crashed below $90 on reports that Europe may release its diesel and crude oil reserves.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Market expectations for an October rate hike fall to a new low 17% chance after the weaker than expected September jobs report.

Just days ago, markets saw a near 75% chance of an October rate hike.

We are seeing some insane volatility in the bond market.

[Kaz Nejatian @nejatian]

@bitchyalphame Imagine you are trying to renovate a house and while doing that you are required to always recite out loud from memory the molecular structure of every single thing you touch. That's the old system. The new Opendoor system just lets you pick up a brush and paint.

[Jeffrey Ye @jeffye888]

I'll take the win today $OPEN

[Kaz Nejatian @nejatian]

We just replaced our entire internal API layer. 2.5M requests in the last few hours. Much faster. Old system forced frontend clients to understand crazy details (service IDs, storage keys, and backend task structures.)

All gone! Massively simpler stack.

[Ash Crypto @AshCrypto]

BREAKING: Fed rate hike odds have crash from 70% to 13%.

THIS IS ULTRA BULLISH FOR CRYPTO!