OX121

Tech and investment veteran, always curious, lifetime learner, yoga and meditation practitioner

[Maëlan @maelan_sdmr]

🔎 $OPEN 12 months from now

I just asked Grok for an in-depth analysis to accurately estimate Opendoor's share price when it reaches $15 billion in annual revenue with a 7% contribution margin and break-even EBITDA (very slightly positive).

Taking into account the company's current specific context & developments, its future growth, the average multiples at which it's likely to be valued, etc.. and aiming to be as accurate and realistic as possible.

Its final answer: $30-$50 per share 💰

Much closer to $50 and even $60 with still 7% CM and 1 or 2% net profit instead of just break-even.

Well now we finally know what $OPEN will be worth in 2027.

Hold on to your shares.
Kaz & crew are getting there as we speak 🛠

[Kaz Nejatian @nejatian]

@t_is_for_ton I am committed to delivering an obscene amount of value for our shareholders. But the best CEOs in the world, the ones that have built world defining companies and have delivered shareholder value, didn't do it by looking at the ticker everyday.

[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

[Mike Alfred @mikealfred]

Still methodically adding to OPEN. 3,560,000 shares now. Our time is coming.

[Kaz Nejatian @nejatian]

@maelan_sdmr Yes! She is the reason why we keep buying $OPEN on the open market. We're all in as a family.

[Kaz Nejatian @nejatian]

Most companies send out coupons. We at @Opendoor send out American made American flags.

[Kaz Nejatian @nejatian]

We're hiring AI native, founder-energy engineers in Miami.

If you are interested in tilting the world in favor of homeowners, my DMs are open.

[나태풍 @nth_1988]

Zillow가 $OPEN 주가 상승에 제대로 베팅했네요.

SEC 8-K 공시에 따르면 Zillow는 최대 600만 주를
살 수 있는 워런트를 받았는데, 행사가 캡(Cap)이 30달러로
잡혀있습니다.

현금 수수료뿐만 아니라 오픈도어의 미래 가치 상승
(Equity upside)까지 노린 파트너십 구조가 인상적입니다.
👀

[Kaz Nejatian @nejatian]

Yeah. We should do a better job and we’ve made big improvements to our UX. But they are designed to help well intentioned users make good decisions about their home. We make fair offers on homes. That’s why 6X more people are selling us their homes this week than they did at this time last year. We need to 6X again. But that will take time and work.

[Dustin @DustinHuntwn]

$OPEN has a HUGE spike in institutional ownership.

Do they know something we don't?

Or are they throwing money away?

Smart money positioning is worth paying attention to.

[Pio @piovincenzo_]

$OPEN is one of those stocks that you can just buy and chill

I have no concern about any buys under $10 because this company perfectly positioned with Kaz as the new CEO

Bookmark this and check back in 2028

[Antonio Costa @ACInvestorBlog]

🚀 $OPEN to $500 or $1000 ?

Eric Jackson (OPEN bull) believes Opendoor could hit $500/share in 5-7 years (stretch case), driven by real estate tokenization.

It’s not just hype it’s a 3-layer vision:

👉 Deep liquidity in housing markets
👉 On-chain property titles (real legal ownership via tokens)
👉 Tokenized products (fractional ownership, fast trading, new financial tools)

This turns the ~$400T global real estate market into liquid, tradable assets like stocks. Opendoor is building the infrastructure for it.

On the other hand, Felix believes it could even reach $1000. With the stock already showing signs of reversal, a trend reversal could spark renewed strong interest in the stock once again. FULL of SHORTS

What do you think, $500 or $1000 ? DYOR! 💡

[Ananas 🍍 $OPEN @ananas74500]

$OPEN is chasing a $2+ TRILLION annual housing transaction market in the U.S.
Not a $2B market. Not a $20B market.
A multi-trillion dollar market.
If Opendoor captures just 1% of annual home sales, that's $20B+ in transaction volume.
The opportunity is massive. The stock is still priced like it's going out of business.
That's how asymmetric bets are made. 🚀🏠
#OPEN #Opendoor

[Kaz Nejatian @nejatian]

I shared this note earlier today with the entire team at Opendoor.

Today we began to say goodbye to our colleagues in India as we wind down our India operations.

Our customers are in America, and that's where our operational work belongs.

[Donald Dean @donaldjdean]

$OPEN Opendoor +31% Weekly Acquisition Contracts - Kaz also mentioned this is a tough time of year, but they are killing it!🔥

A little TA for you: Descending wedge of consolidation, and the wedge is getting tight. Support continues to hold at $4.12, a proverbial line in the sand.

[Henry SC 🍻 @Hennsify]

As legendary trader Jesse Livermore said: "It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight!"

$OPEN is primed for explosive growth. Trading around $4.34, this pioneer of the iBuyer model is transforming real estate with seamless, tech-driven home buying and selling.

Recent momentum is strong: Q1 2026 revenue beat estimates at $720M, margins expanded, and acquisition contracts surged 623% YoY. With AI pricing, blockchain tokenization plans, path to profitability, and Russell 3000 inclusion, Opendoor is set to capture massive share in the trillion-dollar housing market.

Visionary investors @ericjackson see $500/share potential in 5–7 years—a true 100x+ opportunity as the platform scales.

Investors of $OPEN now at these undervalued levels who sit tight will watch it march toward $500 and beyond.

The future of real estate is digital and $OPEN leads the charge.

NFA. DYOR

#opendoor

[Nelson Ellingham @Nbusiness1990]

564 contracts, +31% vs previous week. $OPEN above the trend line 🔥

[Steve Luehring @luehring84806]

$OPEN Motley Fool just put Opendoor Technologies front and center. When The Motley Fool (one of the most trusted retail investing platforms, famous for spotting multi-bagger opportunities early through sharp analysis) starts calling out a stock like this you gotta pay attention

[Maëlan @maelan_sdmr]

🚨 $OPEN Acquisitions went from 429 to 564

+31% week over week 🟢

+623% year over year 🟢

And we're back above the trendline.

Note that 564 homes sold per week on average represents roughly $12B in annual run rate revenue.

With a 7% gross margin - as targeted by Kaz for EOY - this is already a $30B or $40B company.

[Invest with Felix @InvestWithFelix]

$OPEN is potentially a $1000 stock.

A singularity scaler in the making.

The world doesn't see it yet.

Deep-dive follows soon.