Dev Invests

Free Patreon Group below where I analyze charts and company fundamentals. All opinion and never financial advice

[Dev Invests @devoak61]

I think being in the software space has taught me the value of building in the open.

If you make mistakes, they have to be made and it’s better to learn from them rather than avoiding it all together. This is the only way I’ve realized I can learn and make an impact

My goal for 2026 is to take this same approach to investing. Tracking metrics over time helps you realize where you need improvement. It helps you learn the lessons even more when you have skin in the game.

Goal: full transparency and reflections on where to learn from

[Abel Avellan @AbelAvellan]

BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit.

We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.

Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters!

BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42.

All of this is happening in Texas. 🤠🇺🇸📶🌎📱

[The Japan Times @japantimes]

Japan plans to invest ¥150 billion in Rakuten Mobile in a push to develop a homegrown satellite communication system and reduce reliance on firms such as Starlink. https://t.co/KNUZUsKqfZ

[David @Davo0820]

$OPEN Market Maker Model

Opendoor is entering something we’ve never seen before in its history.
In Q4 2025, with revenue at its lowest point, Contribution Margin bottomed at just 1.0%. But they were already cleaning up the inventory book and improving velocity.
By Q1 2026, even as sales volume was still low, they delivered 4.4% Contribution Margin — while slashing aged inventory from 51% to 10% and growing home acquisitions 45% quarter-over-quarter.
Now heading into Q2 and Q3, the market maker model is kicking in: thinner per-home spreads by design, but much faster inventory turns, lower holding costs, and the ~5% service fee layer.
Guidance is clear — ~25% revenue growth in Q2, Contribution Margin in the middle of the 5–7% range, and Adjusted EBITDA breakeven this quarter.
This is the first time Opendoor is scaling volume with improving unit economics at the same time. Q2 looks strong, and Q3 should build on that momentum.
The machine is finally working.

[Vu Tran @vu0tran]

Excited to share that I'm joining Opendoor as Chief AI Officer, where I'll be bringing frontier AI to the way people buy and sell homes.

I've known Kaz for 11 years, and the chance to build something alongside him is a rare thing. Grateful for my time at Meta MSL, but this was the opportunity I couldn't say no to.

The way people buy and sell homes hasn't fundamentally changed in decades. I believe AI is about to change that, saving real Americans real time and real money, and making homeownership more within reach.

That last part matters most. Homeowners put down roots. They invest in their families and their communities. A nation of homeowners is a stronger nation. That's the mission, and we're just getting started!

[Shay Boloor @StockSavvyShay]

$AMZN Pharmacy is expanding access to $NVO oral Ozempic with same-day prescription delivery across nearly 3,000 U.S. cities.

Amazon also plans to add One Medical pickup kiosks and expand delivery to nearly 4,500 cities by year-end.

[Dev Invests @devoak61]

Boffa

[Freedom By 40 @Freedom_By_40]

$OSCR or $OPEN next?

[Dev Invests @devoak61]

The future will always belong to the builders.

Building companies
Building communities
Building other people up

[Dev Invests @devoak61]

It’s wild to observe what people will spend money on while still being hesitant to buy a stock

[Dev Invests @devoak61]

@TheLongInvest Burnt beans with every pull are no bueno

[Dev Invests @devoak61]

Wow $ADUR

[Dev Invests @devoak61]

Green right after this post

[SpaceMobile Show🅰️🎙️ @SpaceMobileShow]

Once you start seeing SpaceMob crashouts, it’s time to buy $ASTS

[Dev Invests @devoak61]

A lot more people are talking about $OPEN

[Dev Invests @devoak61]

Wow $GOOGL

[unusual_whales @unusual_whales]

BREAKING: Google, $GOOGL, earnings:

- EPS: $5.11, est: $2.63
- Revenue: $109 billion, est: $107 billion

Microsoft, $MSFT, earnings:

- EPS: $4.27, est: $4.06
- Revenue: $82 billion, est: $81 billion

[Dev Invests @devoak61]

Do you think AI will kill consulting ?

[Dev Invests @devoak61]

@Craaazy1231 Agreed man, good news for us is that we can take advantage. As Kane Griffin said: “we get paid for our research”

[Dev Invests @devoak61]

This isn’t logical, it’s emotional

[Crazy Investing @Craaazy1231]

Can someone logically tell me, how in the world $HIMS is sitting at 26?

[Dev Invests @devoak61]

Serious question, why would someone put money in a HYSA over a short term Treasury like $SGOV ?

[Dev Invests @devoak61]

$HIMS and $ASTS both have earnings May 11

[Dev Invests @devoak61]

Does $SOFI bounce here ?

[Dev Invests @devoak61]

Healthcare is back

$HIMS $OSCR $UNH $NVO