Open Stonk

Fundamental Analyst | Long-term $OPEN investor. Early in $TSLA, $PLTR, #RR (Rolls Royce). Sharing thesis and lesson from real life.⚡️Not financial advice

[Open Stonk @MarkLStonk]

What $OPEN shipped in January 2026👇

Early Jan
🤖 Internal AI tool deployed to catch finance discrepancies (down to $0.01)
📱 AI coding, merging, and deploying enabled directly from a phone
✨ Self-Assessment app improvements (faster flow, less repetition, smarter permissions)
🧑‍💼 New CPO onboarded to support people network

Mid Jan
🧠 Fully AI-native mortgage product announced (with Lennar)
🛒 Opendoor Checkout goes live in Texas + select states (ShopPay-for-homes goal)
📦 Buybox Expansion unlocking more home ages, lot sizes, and price points
📄 HOA Research Automation using AI + deep web research for title workflows

Late Jan
🇺🇸 Operations reshored from Mexico to Phoenix & Miami
🎥 Opendoor commercial published + marketing ramping up
🏠 AI-generated home dioramas released as a fun / brand experiment
💬 AI SMS Agent launched to guide sellers through the full journey

Product, infra, ops, AI, and brand — all in one month. 🚀

[Open Stonk @MarkLStonk]

@open_army_japan 😂

[Open Stonk @MarkLStonk]

Bought more OPEN on 29 May. Sorry for the late post — life has been busy.

$OPEN remains my only position. I’ll keep adding at the end of each month.

[Open Stonk @MarkLStonk]

@maelan_sdmr @GMN_watch @lucmatheson @Nbusiness1990 @Opendoor @dangreenoh Dan Green is director of mortgage growth

[Open Stonk @MarkLStonk]

@dayetweets @BestTweets82 @maelan_sdmr @nejatian @morganb @lucmatheson @rabois @araa3185 @BradBonney @fahdananta @yang_guo @shrisha @paras_doshi There are many ways for $OPEN to become asset-light — tokenization being one of them.

A lot of the $OPEN army already sees where this is headed. We’re just waiting.

Why Kaz choose open? AI transaction volume, its data and the potential.

https://t.co/hmnPpOGybv

[Open Stonk @MarkLStonk]

Why $OPEN Army wants tokenization ASAP?

• Asset-light model
• Global capital access
• Fee-based revenue
• Faster expansion
• Quicker inventory turns
• Institutional capital

Tokenization = growth fuel 🚀

[Open Stonk @MarkLStonk]

That’s a fair argument short term.

Compass is optimizing the current system through agents. $OPEN is trying to redesign the system itself.

Naturally, the second path burns more cash early because infrastructure/platform transitions are expensive before scale.

The question is not who looks safer today.

The question is:
Who owns more of the transaction ecosystem if the model works at scale 5–10 years from now?

[Open Stonk @MarkLStonk]

Owning inventory was never the end goal.

Inventory was a bootstrap mechanism to build transaction liquidity, pricing data, consumer trust, and operational infrastructure.

When $OPEN eventually scales toward a more asset-light marketplace model, the data + transaction engine becomes the moat.

Compass still fundamentally depends on agents to control the transaction flow.

[Open Stonk @MarkLStonk]

Agreed — serious competitors should never be ignored.

$OPEN is not ignoring agents either. They used to have this page explicitly describe agents/partners as a strategic growth lever driving transaction volume.

The difference is Compass is fundamentally agent-centric, while Opendoor’s core focus is scaling transactions, liquidity, automation, and marketplace infrastructure.

Different strategic direction.
And I love $OPEN more with its larger opportunity set = more upside potential

[Open Stonk @MarkLStonk]

@dwshorowitz @DD_Henney @G3Mini_SiX7 @maelan_sdmr @JourneyAsLife Comparing $OPEN vs $OPAD is like comparing $PLTR vs $AI (C3AI)

Same sector — but very different scale, liquidity, and market positioning.

Do your research.

[Open Stonk @MarkLStonk]

Completely different business models — actually almost opposites.

Compass is fundamentally a brokerage platform. It monetizes agent transactions and grows through agent scale/productivity.

Opendoor ($OPEN) is focused on transaction infrastructure and marketplace liquidity. The upside is potentially much larger if it succeeds at scaling the real estate transaction itself.

So comparing them directly misses the point.

[Open Stonk @MarkLStonk]

@open_army_japan I got paid every 28th of each month. Although sometimes they pay me late 😅

[Open Stonk @MarkLStonk]

Monthly $OPEN buy continues — it’s starting to look pricey.

[Open Stonk @MarkLStonk]

@YeeTak8 Sorry bro that I am not around often.

I cut gaming and social media to literally 0% — spent the time on family, health and work💪

[Open Stonk @MarkLStonk]

Buying $OPEN every month as usual 💪

[Open Stonk @MarkLStonk]

Bought my monthly $OPEN as usual.

Not getting paid on time wasn’t a bad idea after all 😎

Back to work hard 💪

[Open Stonk @MarkLStonk]

@Nugget_Trades @Opendoor Today will be the first time in 3 years that I won’t be listening to $OPEN earnings live — because I have full confidence in the team.

I’ll continue buying and hold well beyond 2027.

I’ll catch up by reading everyone’s posts instead.

Thanks — and still holding, as always.

[Open Stonk @MarkLStonk]

@open_army_japan I stopped watching the app, chart and focused on work with $PLTR when it was down 50%.

It paid off. Patience wins. It’s not about the journey — it’s about the destination 👍🏻

[Open Stonk @MarkLStonk]

After a long day at work, I see $OPEN below $5 and I’m down 32% 😅

Still holding strong — my one and only stock.

[Open Stonk @MarkLStonk]

@getaisavvy @open_army_japan $OPEN is doing well.

Multiple revenue streams are exactly the right move, next will be ⬆️ transaction volume = more money coming in.

Nothing to worry about 💪

[Open Stonk @MarkLStonk]

@maelan_sdmr Yes sir, I’m back and I try! 😤
Man, I missed being able to post like crazy.

Still catching up on life after being sick. Just spent 3 hours digging into Opendoor — it is still looks good to me 💪💪

[Open Stonk @MarkLStonk]

What $OPEN shipped in January 2026👇

Early Jan
🤖 Internal AI tool deployed to catch finance discrepancies (down to $0.01)
📱 AI coding, merging, and deploying enabled directly from a phone
✨ Self-Assessment app improvements (faster flow, less repetition, smarter permissions)
🧑‍💼 New CPO onboarded to support people network

Mid Jan
🧠 Fully AI-native mortgage product announced (with Lennar)
🛒 Opendoor Checkout goes live in Texas + select states (ShopPay-for-homes goal)
📦 Buybox Expansion unlocking more home ages, lot sizes, and price points
📄 HOA Research Automation using AI + deep web research for title workflows

Late Jan
🇺🇸 Operations reshored from Mexico to Phoenix & Miami
🎥 Opendoor commercial published + marketing ramping up
🏠 AI-generated home dioramas released as a fun / brand experiment
💬 AI SMS Agent launched to guide sellers through the full journey

Product, infra, ops, AI, and brand — all in one month. 🚀