Enthusiast

Information hunter

[Enthusiast @GOFeed3]

@ethereal_echo14 As for bankrupt they can run at this rate for 2 plus years even if things don't improve given their balance sheet. With 3P + ancillary services wont ever go bankrupt. As for going private Kaz debunked that in a online space 2 days ago. He actually will make more staying public.

[Enthusiast @GOFeed3]

@ethereal_echo14 once you account for stock based compensation 1 time charge and the $53 million adjustment may be spread over 2 or 3 quarters as houses sell....the picture is much better. Probably ANI positive by start of 2027 Q2

[Enthusiast @GOFeed3]

@ethereal_echo14 Why see a loss for 2026 Q3 if they made 12k on each house? Accounting requires them to book expenses that have not been paid out and may be way into future like: Stock based compensation 108 million + Projected markdowns on held stock of 2.7 billion of $53 million.

[Enthusiast @GOFeed3]

@ethereal_echo14 2026 Q3 Contribution Profit of ~$12k per home 2025 Q3 was ~8K per home 2026 Q2 was ~22k per home Reason: 2026 Q3 was tougher resale market / higher rates

[Enthusiast @GOFeed3]

@ethereal_echo14 Your information is wrong, these are facts: Homes sold: 2,728
Contribution Profit: $34 million
Contribution Profit per home sold: ≈ $12,000
Contribution Margin: 3.3%

[Enthusiast @GOFeed3]

@amitisinvesting Boards role is to minimize risk not maximize profits. Was he negligent selling chips to Megaspeed - 5+ Billion when you got lineups from USA Tech firms....why did he chose Megaspeed...cause he was under Alice's influence...Jensen is high risk...plus work affairs...he is unhinged

[Enthusiast @GOFeed3]

@MarcusJ_Ryan @APompliano @altcap @AltimeterCap @GavinSBaker @Atreidesmgmt Yes I am down a lot of money and understand your view. Yet that's why nobody is above the law and this undoubtedly will help others to keep in check. A big wakeup for tech bros on TRT. If your gonna play, put in the work and engage outside of work environment.

[Enthusiast @GOFeed3]

@APompliano @altcap @AltimeterCap @GavinSBaker @Atreidesmgmt It would be good to have him back. Although I just want to point out in the world of medicine when a Doctor engages in a inappropriate relationship with a patient their is zero tolerance and immediate lose of license. This is do to power dynamic of doctor-patient relationship.

[Enthusiast @GOFeed3]

@statsotaku @carriecwheeler We buy more below a dollar as numbers on P3 will look better in January and the stock takes off. The business is amazing. Its like investing in a private startup. Stock price is just sediment right now....company is solid. stick to getting recked in https://t.co/JuwvHQo5uP

[Enthusiast @GOFeed3]

@joshritchie The reality: Key figures from Opendoor’s Q3 2026 results (quarter ended September 30, 2026):

Contribution Profit: $34 million (positive)
Contribution Margin: 3.3%
Contribution Profit per home sold: ~$12,000
Homes sold: 2,728

[Enthusiast @GOFeed3]

@House_Stark12 @MoohNothin When. On October 29 his clunt was 7 million

[Enthusiast @GOFeed3]

@MoohNothin Submissions are due on November 23 such as commentary or suggestions.

[Enthusiast @GOFeed3]

@kevinolearytv Male nerd ceo's of tech companied will harbour the risk of cheating as payback for being the nerd outcast for most of their lives. Its a thing now moving forward. So this intern female ceo may be the right solution.

[Enthusiast @GOFeed3]

@bigeye306 @joshritchie @nejatian 1st warrant trigger was $9.00

[Enthusiast @GOFeed3]

@bigeye306 @joshritchie @nejatian Distribution day (November 21, 2025): ≈ $6.75
1 trading day after (November 24, 2025): ≈ $7.69
About 1 week after (November 28, 2025): ≈ $7.70

[Enthusiast @GOFeed3]

@bigeye306 @joshritchie @nejatian I follow a few short sellers and whej these warrants were distributed and priced jumped they got out

[Enthusiast @GOFeed3]

@joshritchie @Davo0820 @DD_Henney (especially stock-based compensation), interest, and the inventory write-downs on the growing unsold portfolio, not from selling houses at a loss.

[Enthusiast @GOFeed3]

@joshritchie @Davo0820 @DD_Henney After adjusting for inventory valuation items, Adjusted Gross Profit was higher at $80 million (7.8% margin).

In short: the company generated a thin but positive spread on the homes it sold in Q3. The wider overall net loss came mainly from higher operating expenses like