Michael Walker

[Anthony Pompliano 🌪 @APompliano]

Imagine software that learned your preferences and financial goals over time, then worked diligently on your behalf to increase your net worth.

Imagine it took seconds to set up & thousands of multi-millionaires were already using it.

Imagine Silvia: https://t.co/587F3GzJzR

[Anthony Pompliano 🌪 @APompliano]

https://t.co/587F3GzJzR

[Anthony Pompliano 🌪 @APompliano]

I asked @cfosilvia what is likely to happen with stocks if the AI bears are wrong.

She says we could see 10% - 22% higher in the S&P.

Ask her your own questions here: https://t.co/587F3GzJzR

[Kaz Nejatian @nejatian]

A key question our AI Ops Engineers ask: should this task be done by people or by machines.

One of them got rid of 25 hours *per day* of human toil yesterday.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Iran has informed the US that there are no tolls, insurance costs, or other charges being "sought or received by Iran" on ships traveling through the Strait of Hormuz.

Trump also says he will be releasing Iranian funds to US farmers and ranchers.

"Food is desperately needed in Iran, and we will be purchasing it for them exclusively from the United States," Trump says.

[Kaz Nejatian @nejatian]

One of my least favorite parts of Opendoor's product is a blue screen that basically just keep you in suspense while you are waiting for our servers to do things.

On our biggest product surface we just reduced time to usable interface by 50%.

Fast is a feature!

[Anthony Pompliano 🌪 @APompliano]

If you want a child to learn, you give them 1:1 personalized education.

If you want a person to be healthy, you give them 1:1 personalized healthcare.

If you want to grow your assets, we want to give you 1:1 personalized financial insights.

Try Silvia: https://t.co/587F3GzJzR

[Kaz Nejatian @nejatian]

It is so great to see Congress progressing on President Trump's initiatives to unlock housing affordability and availability.

Opendoor is here to fight for American homeowners and those seeking to become homeowners.

Great step in the right direction today. Well done!

[Anthony Pompliano 🌪 @APompliano]

Happy Father’s Day to all the dads out there!

[Shin | $OPENARMY 🇺🇸 🇨🇦 🇰🇷 @mudirshin]

$OPEN 🔥🔥🔥🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
The conversation around Opendoor is changing.

Not long ago, the focus was bankruptcy risk and survival. Now investors are discussing turnaround potential, AI-driven efficiency, operating leverage, lower rates, and even tokenization opportunities.

The market rarely rewards a company when the story is obvious. The biggest gains usually happen while most people are still arguing about whether the turnaround is real.

That's why sentiment often lags fundamentals. 🚀

[Mike Alfred @mikealfred]

I fucking love this guy. So bullish. Buying more.

[Michael Walker @MichaelKWalker]

@nejatian 😄 🤣 greatest post ever

[Eric Jackson @ericjackson]

Twice this week, a stranger walked up to me to say thank you — both NYC guys who'd followed my work into IREN, CIFR, and OPEN last year.

You stare at screens for years, walk dogs, and forget it lands in real people's lives. It does.

I don't take that for granted. Back to work.

[Kaz Nejatian @nejatian]

Homebuying is traditionally just paperwork, stress, and deadlines.

The part worth remembering is what comes after. Walking into *your* house for the first time and realizing you're finally home.

That's why every Opendoor buyer can claim a free American flag and flagpole.

https://t.co/R0fXftULY2

[Shin | $OPENARMY 🇺🇸 🇨🇦 🇰🇷 @mudirshin]

$OPEN 🔥🔥🔥🔥🚀🚀🚀🚀🚀🚀

I believe @ericjackson 's analysis. Not because of the $500 headline, but because he's looking at where the business could be in 5 to 10 years, not where the stock is today.

Today:
$OPEN ≈ $4

Eric's framework:
• $82 by 2028
• $200 by 2030
• $500 by 2033 (8% probability)

My way of looking at it is simple.

If Opendoor remains just an iBuyer:
• $10 to $20 is possible

If Opendoor becomes a dominant digital real estate platform:
• $50 to $200 becomes possible

If Opendoor successfully combines AI, mortgages, title services, transaction infrastructure, and tokenization:
• $500+ becomes possible

If Opendoor becomes the operating system for real estate and captures even a small percentage of a $400 trillion global real estate market:
• $1,000+ enters the conversation

And if housing ownership, financing, title transfer, liquidity, and trading all eventually move onto a digital platform where Opendoor sits at the center:
• $3,000 to $5,000+ becomes a theoretical possibility

Most people look at today's stock price and laugh.

I look at the size of the market.

A company doesn't go from $4 to $500 because the stock chart looks good. It gets there because the business becomes something completely different from what people think it is today.

[Eric Jackson @ericjackson]

I bought OPEN at $0.73 and announced it publicly at $0.87. It's $4 and change today.

Yesterday I stamped three new calls on the public ledger:
  $82 by 2028 — 60%
  $200 by 2030 — 20%
  $500 by 2033 — 8%

Yes, 8%. The honesty IS the trade. Day 295 — four minutes on why:

[Keith Rabois @rabois]

The NBA is forcing the Knicks to address this like a hockey team would. Role player needs to punch this guy.

[Anthony Pompliano 🌪 @APompliano]

If the Knicks sweep the Spurs in the NBA Finals, they immediately have to be in the running for one of the greatest teams of all-time.

The team hasn’t lost in nearly 2 months.

[Eric Jackson @ericjackson]

Just recorded and posted an 18-minute X Subscriber only video on my meeting yesterday with Opendoor CEO Kaz Nejatian and President Lucas Matheson.

It’s uploading now.

This goes quite a bit deeper than the walk-and-talk video I posted this morning.

Topics include:

• 4.99% financing rolling to 40 states by September
• AI-driven efficiency gains
• New ancillary service opportunities
• Tokenization and the future of housing finance
• Potential partnership opportunities
• Why billion-dollar companies often fail when trying to build trillion-dollar businesses

I spent about an hour with Kaz and Lucas yesterday at Opendoor’s Toronto office and came away even more excited about where the company is headed.

If you’d like to watch it, feel free to subscribe. The video should be live shortly.

[Kaz Nejatian @nejatian]

If you are an Opendoor shareholder, I have an ask.

Proxy advisors at ISS and Glass Lewis have recommended shareholders to vote against me at our Annual Meeting. I don’t take this personally. This is the fifth time in my career these same people have told people to vote against my team.

These proxy advisors have built no companies and are not meaningful shareholders of OPEN. They're a checkbox industry charging fees to tell other people what to do with shares that aren't theirs.

Usually most companies can’t do anything about this since many institutional shareholders will just vote the way ISS tells them to.

But Opendoor has the Open Army! It is important that we stand up against this separation of management from shareholders.

If you are so inclined, help tilt the world in favor of shareholders and away from bureaucrats.

Find out how (ask your broker, check your emails) and vote your shares. Our board is excellent. We are back on mission and we are winning.

Don't outsource your vote. Read the proxy. Vote your shares.