Nikkimon

[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.

[Insanely Bull @insanelybull]

$OPEN I continue to be bullish in expectation of consistent progress towards turnaround and eventual macro shift (macro DOES matter). Here is how I would approach my long term holding . Stay strong #OpenArmy

[Anthony Craddock @Anthony77669259]

❗️MISSING THE POINT❗️
Wow,so much hate 4Open after Q2 Es.But here’s the thing,I think so many Rmissing the point.Everyone is so short sighted & expecting things 2happen overnight when in reality things take time, foundations have 2Bbuilt.And that is what Kaz is doing & doing well

[Maëlan @maelan_sdmr]

Rabois is saying about $OPEN

[RealOpenArmy @RealOpenArmy]

“When the product gets better, you don’t need to buy growth with heavy marketing or excess risk. We generated over 6,900 acquisition contracts in Q2 2026 on $5 million of marketing spend. The last time we generated more than 6,000 acquisition contracts, in Q2 2022, we spent $81 million. The alternative to buying growth is earning it by shipping great products.” open army, let's make sure this will get the praise it deserves. kudos to @morganb and the team for this amazing achievement.

[Nexus @GMN_watch]

The shorts don’t know what’s coming for them in the next 6 months. $OPEN

[Keith Rabois @rabois]

@lotusinvest777 @carriecwheeler @ericjackson the fundamentals are excellent. on track for profits. and growing 5.5x with $5 m in marketing bs the $80 m the stupid lady spent on marketing.

[the wise apeman @wiseapeman]

Look — it’s just math!

$OPEN

[Maëlan @maelan_sdmr]

📱 I absolutely love the new $OPEN Instagram post.

A recurring segment featuring information that is interesting and relevant to the homeowner is obviously a great idea; it’s going to grab the attention of a specific group of people who might not have been interested in the rest of the content.

Please more posts like this @morganb

And go show it some love everyone 💙
Personally I’m waiting for a post to beat the 307 likes of a May clip that currently holds the record.

[Yee @YeeTak8]

$OPEN

The first part is done.
The Second part will be epic!

[Eric Jackson @ericjackson]

Everyone's reading Opendoor down 10% today as a verdict on the quarter.

The stock ran up 9% over the two sessions going into the print. Measured from a week ago it's roughly flat.

What you're watching is the run-up coming out, not the market rendering judgment.

Full breakdown for subscribers, including the three dates that actually settle this one.

By the way, Kaz did something I've almost never seen on an earnings call yesterday.

He put his best number on the table. Then he handed the audience the weapon to attack it, unprompted, before a single analyst asked.

Most people are arguing about a spreadsheet. Almost nobody listened to the call.

New video for subscribers uploading.

[Tej | Capital Allocator @T7EJY]

$OPEN ended Q2 with $896m cash after building more than $700m of additional inventory

Growth was largely funded through non-recourse asset-backed facilities, not by torching corporate cash

Balance sheet capacity, not distress

Now go convert the inventory into revenue, FASTER 🤝

[RealOpenArmy @RealOpenArmy]

i understand that you might have been extremely busy and could have missed this. this is a question from some of everyday shareholders, @nejatian. will you publish the cohorts chart similar to what you showed in q1, 2026 earnings? if not, please explain why.

[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 !

[The Long Ape @TheLongApe]

$OPEN Improved margins & Cut fixed costs 🤌🏻

[David @Davo0820]

$OPEN is 10 months into an 18 to 24 month turnaround. If you were hoodwinked into believing this was a get rich quick then that’s your responsibility. I’ve used this example a 100 times. I held $HOOD for 16 months at $10 to get to $20. Now look where it’s at. I held $ASTS for 2.9 years at $3.10 average to get to where it is today and it’s been higher. I bought every oil stock I could during 2020. XOM at $33, CHV at $54, FANG at $20. Everyone said the oil industry was dead. Yeah right. Turnarounds take time. The stock market is not for everyone.

[Shin | $OPENARMY 🇺🇸 🇨🇦 🇰🇷 @mudirshin]

$OPEN Pay attention to what Opendoor’s co-founder is saying. The earnings report tells you where the company has been, but the weekly dashboard shows where it is heading: faster acquisitions, better margins, lower volatility, and a leaner cost structure. 👇👇👇

[Yee @YeeTak8]

$OPEN

All eyes are on @Opendoor 👀 👌 🔥 🤯

Nearly a year after stepping into the CEO role at Opendoor, Kaz Nejatian said the company has "done what we said we would do" as it marches along a path to profitability.

"There's no magic here," he said during an Aug. 4 earnings call. "It's just math."

The iBuyer reported a 23% quarter-over-quarter jump in revenue in Q2, and it improved its net loss from $173 million in Q1 to $162 million. The company also reported a rise in both the number of homes purchased and sold from April to June.

[Grayson Gist @pappygist]

For the $OPEN bear bots. I ain’t leaving.

[Brandon Glimcher @bbglimcher]

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