Ray

[Ray @KennethRay]

Oh FlowState beloved

[Ray @KennethRay]

Nothing is better than seeing your dogs after a 10 day vacation.

[Ray @KennethRay]

@JC70769 😆

[Ray @KennethRay]

@ysuckgurl Doubt it, not that popular yet 😵

[Ray @KennethRay]

@AymaneByr They don’t have nearly as many rc missions as they used to.

[Ray @KennethRay]

@iroposting Wild

[Ray @KennethRay]

@CrimsonMonarch8 @exQUIZitely Just try to telling Weird Ed you microwaved his hamster and see what happens.

[Ray @KennethRay]

@quantum_leopard @elonmusk Imagine if you could count Optimus as an appliance and then just roll that cost into your mortgage loan. “Hey this house comes with a housekeeper”😏

[Ray @KennethRay]

@RetroMemoriesHQ Mein leben

[Ray @KennethRay]

@exQUIZitely Throw the lantern at the creature

[Ray @KennethRay]

@exQUIZitely I forgot all about this gem. Thanks for sparking the good memories

[Ray @KennethRay]

@teslayoda @PhantomXMusic69 Well that is funny

[Ray @KennethRay]

@Natism First instinct was green

[Ray @KennethRay]

@DogeAccept https://t.co/JFekydx7ZB

😆

[Ray @KennethRay]

Did you know there is a Kung Fury 2 unreleased movie starring Arnold Schwarzenegger?

It completed production 5 years ago but hasn't released due to legal limbo.

[Ray @KennethRay]

@Natism As long as you make regular backups.

[Ray @KennethRay]

@jacquemusx Those shoes 😆

[Maëlan @maelan_sdmr]

Hey @realDonaldTrump what are you doing?

It’s been nearly 2 years and there’s been no true action on housing what’s going on?!

That was your promise AND it’s your sector.. what kind of game are you playing man?

Tens of millions of Americans are struggling this year because some companies are making record profits off interest rates that never should have been this high in the first place.

And also little new housing construction..

It's almost a parody. And yet you know true will better than anyone.

Ultimately stopping the war isn't the only way to solve the problem. So many different levers. Fix this please. It’s urgent. It's the American Dream 🏡 🇺🇲

$OPEN

[Ray @KennethRay]

@Natism Not complying. Warm up the miniguns.

[Quantum Leopard @quantum_leopard]

$OPEN JUST DROPPED ONE OF ITS STRONGEST OPERATING UPDATES YET. 🔥

This isn’t one bullish metric.

EVERYTHING moved in the right direction.

Acquisition Contracts: 477
→ +34% WoW
→ Previous week implied: ~356
→ Previous year: 126

That’s roughly +279% YoY — 3.8X last year’s level.

And then comes resale execution.

Q3 Resale COEs finished at 2,728 vs. 2,653 last year.

But the acceleration into quarter-end is what really caught my attention:

Sep. 19: 2,314 COEs
Sep. 30: 2,728 COEs

That’s 414 additional closings in just 11 days.

→ 37.6 closings/day

Compare that with the Q3 pace through Sep. 19:

→ 28.6 closings/day

That’s roughly a 32% acceleration in daily closing velocity into the end of the quarter.

And remember: Opendoor explicitly warns that closing recordings can be delayed, meaning transactions recorded after a period closes are reflected when recorded.

Then there’s arguably the most important quality signal:

RELATIVE CLEARANCE: 1.27x

Opendoor is now clearing homes 27% better than the MLS.

This matters.

They’re not just acquiring more homes.

They’re acquiring at dramatically higher volume while simultaneously moving inventory faster than the underlying market.

477 contracts.
+34% WoW.
~+279% YoY.
2,728 Q3 resale COEs.
~32% acceleration in closing pace into quarter-end.
1.27x relative clearance.

Acquisition velocity ↑
Resale velocity ↑
Market-relative performance ↑

This is exactly the operating flywheel bulls have been waiting to see.

$OPEN isn’t showing one isolated improvement anymore.

The entire machine is starting to accelerate. 🚀

Data: Opendoor Accountable⁠

[Ray @KennethRay]

@NavakyW @awkwardgoogle 😆

[Ray @KennethRay]

@NavakyW @awkwardgoogle Thanks for tuning that