Brandon Glimcher

Real Estate, Investments, Stock Market & Trading. OPEN $OPEN investor since the beginning.

[LiveSquawk @LiveSquawk]

Trump Has Called Warsh Repeatedly Since He Became Fed Chair – WSJ

https://t.co/LQ31MzSinJ

[Brandon Glimcher @bbglimcher]

OPEN $OPEN People forget that when Opendoor nearly went under a year ago, it was the doing of previous management. Kaz and team had NOTHING to do with it.

Kaz and Team saved the company, thanks to the massive support of the #OPEN ARMY!

[Keith Rabois @rabois]

@BramCapital_ @lotusinvest777 @carriecwheeler @ericjackson lol. i didn’t drive the company to 50 cents a share through sheer incompetence. it was $20 when i was involved and we will easily exceed that again.

[Brandon Glimcher @bbglimcher]

Interesting and not surprising at all. Citadel knew exactly what they were doing.

[David @Davo0820]

🤨🤨🤨

[David @Davo0820]

🤨🤨🤨

[Brandon Glimcher @bbglimcher]

@Joeyisbullish Absolutely. We’re in the 1st inning.

[Brandon Glimcher @bbglimcher]

@S_alok_Singh @nejatian yep it’s true

[Brandon Glimcher @bbglimcher]

OPEN $OPEN People simply don’t listen and pay attention. @nejatian has been consistent. Most retail just isn’t patient.

[Kaz Nejatian @nejatian]

This is not true. In my first call I said ANI positive on a twelve month go forward basis at the end of 2026. I've said the same thing on every call. ANI is Adjusted Net Income.

Last call, we said EBITDA positive starting in Q2 2026 on a twelve month go forward basis and we guided to the same thing again.

This has not changed. We just said we were ahead of schedule last quarter and we confirmed that again this quarter.

[Brandon Glimcher @bbglimcher]

@cinamarina Sorry to hear that.

[Brandon Glimcher @bbglimcher]

@FBiadu98 @Joeyisbullish yes love to hear it great company operating at maximum capacity in a very challenging housing market

[Brandon Glimcher @bbglimcher]

@emaann28 I love this and very insightful. Thank you for sharing.

[Brandon Glimcher @bbglimcher]

BTC bitcoin:native Yes one more leg down in the short term. Maybe around 62k. Then higher.

[AliceMia @Alice_MiaX]

$BTC still looks bearish to me.

If it pushes back toward $65K, I think sellers will step in aggressively.

I still believe there’s one more leg down… a sharp sell-off with a spike below the previous low. One final flush before the market resets.

[Brandon Glimcher @bbglimcher]

@FBiadu98 @Joeyisbullish yes love to hear it great company operating at maximum capacity in a very challenging housing market

[Brandon Glimcher @bbglimcher]

@FBiadu98 @Joeyisbullish Same. If stock goes lower, i’ll buy more

[Brandon Glimcher @bbglimcher]

@Prometheus2025 yes

[Brandon Glimcher @bbglimcher]

@Alice_MiaX Yes.. definitely has not held up well at all.

[Brandon Glimcher @bbglimcher]

@Micro2Macr0 @BankofAmerica B of A are a bunch of idiots. lol

[Brandon Glimcher @bbglimcher]

OPEN $OPEN Well said. It’s only been 10 months.

[Jae Capital Growth @jcapitalgrowth]

I talk about leading indicators all the time - and if you didn't catch this in the $OPEN call or if you didn't think it mattered, you're missing @nejatian driving operating leverage.

The days of Opendoor as a house flipper are indeed over. It's not an IF that they will be profitable - it's literally on deck for Q3 and Q4.

And it's only been 10 months! This type of transformation is quite literally insane. Everyone is fixated in the lower guidance of contribution margin for Q3 - but if they acquire at the current pace (which will only accelerate) then it won't matter.

[Brandon Glimcher @bbglimcher]

OPEN $OPEN 💯

[Insanely Bull @insanelybull]

$OPEN people are looking at year on year comps and that is not a right thing to do. Because we all know last year it was broken. Look at what happened in past 2-3 quarters and assess your investment base on that. I am still long. Can @kaz do better though? Hell yes !

[Brandon Glimcher @bbglimcher]

Crazy lol

[Heisenberg @Mr_Derivatives]

$VIX Crushed back to 15.50.

Oof

[Brandon Glimcher @bbglimcher]

@JKFortySeven I know it’s a great chart lol

[Brandon Glimcher @bbglimcher]

OPEN $OPEN We are oversold. If we continue to sell off, should find support at 3.63. Break of 3.63, next area of support is 3.57. I would be surprised if we didn’t bounce there. If we can bounce here, and break above 3.98, it’s a straight shot back back to 4. Then 4.90.