Sigismund Nielsen

MSc Economics and Finance (Cand. Polit.), B.A. Economics, B.A. Political Science | U of C and KU Alumni | All opinions are my own | Not financial advice.

[Sigismund Nielsen @SN_Economics]

Interesting. Maybe a pipeline or two could help.

[CTV News Vancouver @CTVVancouver]

Vancouver council rolls back climate bylaws, opens door to natural gas heating https://t.co/lSHpT1MP0B

['O'body @I_am_o_body]

$open in Russell 2000!!
#russell2000

[Sigismund Nielsen @SN_Economics]

This is bullish!!! $OPEN

[Nelson Ellingham @Nbusiness1990]

$OPEN officially added to the FTSE Russell preliminary inclusion list for the June 2026 Russell reconstitution.

Think about how insane that turnaround is.

A year ago bears were screaming bankruptcy.
Now passive index funds may be forced buyers.

Meanwhile:
• AI-powered ops improving margins
• RealScout integration now live
• Mortgage expansion scaling nationwide
• Revenue expected +25% QoQ in Q2
• Nearly $1B cash on hand

This is no longer “just an iBuyer.”

The market is starting to price a real estate platform.

👀 $open @rabois

[Global Dissident @GlobalDiss]

🚨🇩🇪 GERMAN INDUSTRY IS COLLAPSING.

Bosch is slashing 22,000 jobs in Germany and slowly abandoning its own homeland just to survive.

Germany lost 486,000 jobs in just 3 months, mostly in industry.

The “economic miracle” is dying in real time.

[Nelson Ellingham @Nbusiness1990]

$OPEN isn’t hiring “real estate people.”

The important part is the Shopify DNA.

They just pulled a top Shopify engineering leader who spent nearly a decade building:
• growth systems
• revenue pipelines
• AI/LLM production systems
• experimentation infrastructure
• CX automation at scale

This is the same week:
• RealScout integration goes live
• acquisition incentives ramp to 2%
• AI repair negotiation tools expand
• mortgage scaling continues

Kaz is building a real estate operating system.

The bullish part isn’t just AI.
It’s applying Shopify-style growth infrastructure to housing.

If they crack acquisition funnels + financing + agent distribution, this gets very interesting very fast.

LFG.

Please follow :)

[Sigismund Nielsen @SN_Economics]

@ryangerritsen Pathetic. Maybe give our troops wooden sticks instead of guns and just have them yell pow pow.

[Kirk Lubimov @KirkLubimov]

Mark Carney isn't the only one invested in America.

The Canadian Pension Plan has substantially increased its asset allocation to the US from 36% to 48%, and trimmed Canada's from 16% to 12%.

Both Mark Carney and the CPP are betting on Donald Trump's policies and America's ingenuity 🍿

[Sigismund Nielsen @SN_Economics]

This is bullish for $OPEN. Top talent across the board.

[Nexus @GMN_watch]

🚨 $OPEN just hired one of Shopify’s best. Welcome @caueguerra!

8.5 years. Director of Eng across growth, revenue pipelines, CX, AND AI/LLM systems at scale.

Built AI support tools that slashed advisor workload. Turned LLMs into production systems. Led ~85 engineers.

Had a summer vacation planned. Canceled it the minute @nejatian called.

[zerohedge @zerohedge]

As Stocks Hit Record Highs, Americans' Consumer Confidence Collapses To Record Low https://t.co/vxoyIgC53X

[Marc Nixon @MarcNixon24]

Canada is sleepwalking into a TRANSPORTATION DISASTER.

The federal govt is about to create a regulatory mess where Canadian trucking companies may not even be able to buy new U.S. heavy-duty trucks by 2027.

No trucks = higher shipping costs
Higher shipping costs = higher food prices
Higher food prices = more pain for Canadians already drowning

And remember… nearly EVERYTHING in this country moves by truck.

The same people who caused the inflation crisis are now threatening the backbone of Canada’s economy with ideological emissions rules nobody else wants.

This could get ugly FAST.

[Peter Mallouk @PeterMallouk]

How an economy begins to self-implode, in one graph.

[Chris Ryan @Watchdog_MP]

🚨 Canada’s Immigration Department just admitted to GROSS MISMANAGEMENT + 104 other cases of wrongdoing in ONE year.

• Exec giving sweetheart deals to their romantic partner
• Trying to hire their own niece
• Employees holding down 2 full-time gov jobs
• Fake overtime, racism, sexual harassment, false references

Only 3 firings.

This is the same department flooding Canada with record immigration while housing, hospitals & infrastructure collapse.

Enough is enough. Fire the rot and fix the system. 🇨🇦
#IRCCScandal #GrossMismanagement

[Sigismund Nielsen @SN_Economics]

Pathetic.

[Globe Politics @globepolitics]

Military asks personnel in capital region to return field gear, citing ‘critical equipment shortages’ https://t.co/Mp4GclK5MM

[Jason @prettyjson]

Anybody remember when Carvana dipped to $5 from $10 before ripping to $90?

Open is identical, but in a bigger market with a better team.

[MatrixMysteries @MatrixMysteries]

A Canadian woman with a swollen appendix was told to go to the ER.

She films the wait-time board.

15+ HOURS to see a doctor.

And she says she had already been waiting 3 hours.

This is “free” universal healthcare in Canada.

[Sigismund Nielsen @SN_Economics]

@TRobinsonNewEra This is so fucked up.

[Sigismund Nielsen @SN_Economics]

I foresee VPN subscriptions going up. Canada is desperate. 15% of revenues would mean all online streamers either increasing fees substantially or outright leave the Canadian market.

[Mario Zelaya @mario4thenorth]

BREAKING:

Canada wants 15% of revenues from online streamers.

Not profits.

Revenue.

FIFTEEN PERCENT (15%).

The US already called Canada's Online Streaming Act as a trade irritant going into
CUSMA negotiations.

3 days ago, an American congressman introduced a bill targeting it.

Today, the CRTC tripled the levy on US streamers.

Carney’s new government is purposely escalating a trade fight at the exact moment we can least afford one.

[unusual_whales @unusual_whales]

Polymarket has traders forecasting a $2.3 trillion SpaceX IPO valuation

[Nelson Ellingham @Nbusiness1990]

$OPEN warrants expire Nov 20th, 2026 @ 5PM

Opendoor issued 3 separate warrant classes to shareholders:

K - OPENW Strike price $9
A - OPENL Strike price $13
Z - OPENZ Strike price $17

If OPEN trades above certain trigger prices long enough, the warrants can expire early.

The trigger prices are:

OPENW ($9 strike) - $10.80
OPENL ($13 strike) - $15.60
OPENZ ($17 strike) - $20.40

How Early Expiration Works:

If within ANY 30 trading-day window:

OPEN’s VWAP closes above the trigger price
on at least 20 trading days.

So if $OPEN ripped to:

$12+ consistently → OPENW could be forced into exercise/expiration
$16+ consistently → OPENL trigger hits
$21+ consistently → OPENZ trigger hits

This structure pressures:

shorts
market makers
anyone synthetically short exposure

because they may need to hedge or deliver shares/warrants quickly.

Ok so what some people miss - management WANTS these to hit.

These bring in cash for the company

OPENW exercise → company gets $9/share
OPENL → $13/share
OPENZ → $17/share

Potentially hundreds of millions in capital inflow.

[zerohedge @zerohedge]

Walmart Tumbles On Disappointing Guidance, Warns Low-Income Consumers Drowning https://t.co/ITA2dC3fFx