@CFC_WARDY@Franccfc He's not good anymore. Injuries derailed him so the point is move on from thinking about the past and look at things for what they are now
@KingselehSzn@Tunnykvng The sale was almost two years after Cucu was signed... no one is forgetting anything over here but you're ignoring Lewis wanted to play and we couldn't offer a path when he wanted minutes or a move.
@KingselehSzn@Tunnykvng You're rewriting history by acting like he was ready. Cucu came in and was seen as an upgrade at the time. There was no path to keeping Lewis after that nor did he want to stay.
@MikeyOver1 The state of cfb is now break any rule or fight for unlimited eligibility. Be denied by the ncaa multiple times and then sue so your local, bias judge favors their school.
$OPEN --- $OPEN is a high-beta, leveraged growth stock tightly tied to the U.S. residential real estate cycle and Fed policy. After two years of Fed rate hikes, it’s executing a full asset-light, margin-focused turnaround via Opendoor 2.0. It will join the Russell 3000 Index after the close on June 26, 2026, triggering mandatory institutional buying from passive funds and ETFs in coming weeks—driving high-conviction, hundred-million-dollar inflows.
1.Strong Profitability Thesis for Opendoor 2.0
Back in the Opendoor 1.0 era across real estate buy-sell cycles, the company faced massive loss risks stemming from flawed pricing decisions. Under the 2.0 iteration, AI algorithms have drastically narrowed pricing spreads. Management noted that for property cohorts originated since last October, profit margins only eroded by 90 basis points (0.9%) after 80% of inventory was sold — a sharp improvement from the 260 basis points (2.6%) margin bleed seen in the year-ago period. Its resale velocity and profit predictability have now hit post-pandemic highs.
2.Profit Inflection Near (Adjusted EBITDA Poised to Turn Positive)
Management confirmed guidance on the earnings call: driven by rigorous cost discipline, AI-powered pricing models and robust growth in ancillary services — including mortgage, title and asset-light third-party capital transaction facilitation — the company forecasts its forward 12-month Adjusted EBITDA will swing to profitability starting Q2 2026.
3.Bullish Macro Catalyst: Fed Rate Policy
High mortgage rates and elevated inventory remain the biggest headwinds for the iBuying business model. Any dovish shift or rate cut signals from the Federal Reserve will unlock pent-up U.S. housing turnover demand. With its lean current inventory and a solid $999 million cash position, OPEN stands to deliver outsized earnings upside and powerful stock momentum.