Ok we all need to combine our captain planet powers and find the next $OPEN.
Retail army is stronger than the US army ffs. Lol
Any suggestions on ticker?
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$OPEN: Hype or Opportunity? 📈 Bulls see a turnaround with AI-driven margins & housing market recovery, targeting $20+. 📉 Bears warn of a meme stock trap with high debt & no fundamentals. ⚖️ Don’t FOMO—do your DD! #StockMarket #FinTwit #WallStreetBets #MemeStock #Investing @ericja@ericjackson
If a 10% dip makes you panic-sell your conviction plays, you’re not investing…you’re gambling.
Real conviction comes from deep research.
When you know the business, drops aren’t crashes…they’re discounts.
The market will always test your emotions.
Master them, and you master the game.
That’s the real key to long-term success.
But, Eric, I still don’t get who are the buyers in this fully AI asset-lit OPEN model?
•OPEN partners = agents, investors, institutions, or retail buyers.
•OPEN matches the seller to whichever buyer yields the best outcome.
•OPEN’s role: provide the floor (reserve price) + funnel the transaction into its network.
•The profit center isn’t flipping → it’s:
•Referral fees from agents
•Financing attach (mortgages, assumables, title, insurance)
•Platform fees (like a marketplace take rate).
$IREN above $20 overnight trading.
I'm researching $IREN tonight and see if I can reasonably build a good thesis for it. Feel free to share resources, and throw me your best bull or bear arguments.
The top 10 companies I believe will be major outperforms over the next 10 years are:
$PLTR
$HOOD
$HIMS
$NVDA
$TSLA
$TEM
$ASTS
$NBIS
$LMND
$IONQ
What are your top 10?
Which company do you think is the best buy right now?
- $NVO at $56
- $AMZN at $230
- $ASML at €636
- $CSU at 4353CAD
- $FICO at $1343
- $DUOL at $326
- $CPRT at $57
- $NBIS at $71,72
- $HIMS at $46,18
- $DLO at $15,66
But, Eric, will sellers still come if OPEN isn’t iBuying?
Yes — because the seller’s experience doesn’t change.
•Sellers don’t care who is actually putting up the money.
•They just want certainty, speed, and a fair price.
•As long as Opendoor can still make a binding cash offer as the backstop, sellers perceive the same safety net.
In practice:
•OPEN doesn’t have to fund that offer — it can partner with capital providers, investors, or market-making partners who underwrite it.
•Think of it like Airbnb owning no hotels — sellers use OPEN because it’s the platform of trust + certainty, not because OPEN is the balance sheet.