OPEN cohort thesis just went from claim to track record.
Aged inventory: 33% → 10% in one quarter.
Acquisition contracts: 2x QoQ — highest since 2022.
Triple consensus beat.
Kaz: "Adj EBITDA profitable on a 12-month go-forward basis starting April 1. October cohort was just the start."
EMJ + EMJX long $OPEN.
I will talk about Opendoor's product frequently and its stock rarely. That's because my job is to build the product and the company, and that will have good secondary outcomes.
Tomorrow is the first day I am allowed to buy $OPEN and my family is buying $1M at the open.
Investing is like planting a seed — you can’t dig it up every day and expect it to grow faster. 🌱 Water it, trust the process, and let time do its work. The fruits will come.
Patience > Impulse. $OPEN
$OPEN While many people wants a crash on this name, from a technical standpoint the stock still in a bullish consoldation within an ascending channel. Never forget, as long as the trend is strong, like this case, there is a high probability of its continuation despite corrections and noise in the stock. Play what you see, not what the others want. Stay focused on price action, chart and volume, anything else is BS.
People still don’t get how huge $OPEN can be.
Just from iBuying alone — before mortgage, title, AI, or international — this is a $315+/share stock. Let me show you the math 🧵👇
Just popped by the @Opendoor office to visit @nejatian midway thru his day to get a quick lunch break in at 9:30pm tonight. The dude is grinding.
(That thing in the corner is his bed)
Martin Shkreli shorted $OPEN. He picked the wrong fight. We hold, we post, we push — $82 ➜ $200 ➜ $500. Let’s turn his short into his biggest regret. #OPEN#ShortSqueeze
Let’s flip his short into his biggest mistake. He bet against us — let’s make him regret it.