qingchen1225

[qingchen1225 @qingchen1225]

@Cantal_Capital When ?

[qingchen1225 @qingchen1225]

@tun2049 深圳厂房降到15/平了，跟内地500-700Km的地方也要5-10元/平有啥区别,
去东莞，中山很多地道也才5-10元/平
过去10-15年，我身边做企业回内地的不说100%吧，95%都进去了，为啥？就是想套政府钱呗，一旦去到内地哪有心事做企业，做产品，死的更快

[qingchen1225 @qingchen1225]

@tun2049 没头没尾的文章，
以我在深圳创业20年的经验，普通民企离开深圳回内地的唯一目的就是想套内地政府的钱，内地政府也不是傻子就想让你带动当地业绩，有真实营收在当地，
民企在深圳能活下去的就没一个会动歪心思被招商引资回内地，只有自己在深圳已经快活不下去了才会想回内地去搞政府的钱

[qingchen1225 @qingchen1225]

@tttaner40 Haha impossible
Even I also investor of OPEN
But I also hold it until 2028
15000 shares cost $6😂😭🙈

[qingchen1225 @qingchen1225]

@sofi_chan_123 Yes
10x stock hold on it until 2027 -2028

[qingchen1225 @qingchen1225]

@jamescal2026 Ok I bought AXTI just now at $70

[qingchen1225 @qingchen1225]

@tttaner40 Dream have it 🙈😂

[qingchen1225 @qingchen1225]

@monimo787 @wangchangfu88 跟团

[qingchen1225 @qingchen1225]

@JJSloth2020 So when price cna going up ?
When selling >buying , then price will going up ?

[qingchen1225 @qingchen1225]

@FRANCISCOBIKE93 @tttaner40 -10%😂😭

[Kaz Nejatian @nejatian]

Some news. Today, for the first time in Opendoor's history, we bought back our own stock.

Our share count is down 5%. We paid for this buyback with money borrowed at a 0% coupon and we still have hundreds of millions of dollars left to grow faster.

There are plenty of helpful details, along with a lot of legalese, in our press release and 8-K (linked below). But there are a few things I want to say directly and in plain English.

First, I *despise* dilution. On my first earnings call at Opendoor, I told you that if we issue a share, it has only one job: to make every other share worth more for our existing shareholders, not to extend runway for management. The flip side is just as simple: when our own stock is one of the best uses of capital, we should buy it back. Today, we did just that - by 5%.

Second, I run a publicly traded company. I don’t get to have feelings about the macro or the way Wall Street works. My job is to understand the rules of the game and use them to find an edge and build a better company.

One of those realities is that our stock price has lots of volatility.

People disagree - A LOT - about what Opendoor could be worth one day. Some think we're worth less. Some think we're worth dramatically more. I obviously have a view…

That disagreement isn’t just noise - it has economic value that Wall Street monetizes every single day.

Most companies would treat this as a headache, but we see it as an asset. If people are going to speculate about our future, I'd rather our shareholders get paid than anyone else. So instead of complaining about volatility, we used those dynamics to borrow $650M at a 0% coupon.

Then we turned around and used part of those proceeds to buy back our own stock. At today's prices, buying back our stock and call options was one of the best trades on the board. The rest stays on our balance sheet so we can buy more homes and grow faster.

As for dilution, we bought our stock where we thought it was cheap and pushed any future dilution far above today’s price. Not one net new Opendoor share will exist below $10.38. And if we buy back stock in the future, that floor goes higher.

But why raise now? Because the best time to raise capital is when you don’t need it. We’ve proven the business can reach ANI profitability, but profitability is just the starting point, not the finish line. And waiting could make the shares we are buying back today more expensive, and homes we could be buying don’t get bought. I’d rather move now.

Some people will call what we did today aggressive. They’re right. But being aggressive is how we fixed a company that spent years being careful. I’d make that trade again.

To our shareholders: You trusted us with your capital. Today, for the first time, Opendoor used its own capital to buy more of itself. The company is putting its money where its mouth is. Tomorrow, I will too.

After our lawyers allow, I’m personally buying $100K worth of shares. I'm all in, and I plan to keep buying.

[qingchen1225 @qingchen1225]

@JanErik51430 13000 shares cost 6.4
45% down 😂🙈
Still hold

[qingchen1225 @qingchen1225]

@Opendoor_God You have others choices if you donot hold it ? 🙈😂🙈😂

[qingchen1225 @qingchen1225]

@Fabiomelis79 @ssj2abid Going down for 8 months already ,
😂😂😂😂

[qingchen1225 @qingchen1225]

@GMN_watch I lost 40% from 90Kusd value

[qingchen1225 @qingchen1225]

@xiaoshunli SB

[qingchen1225 @qingchen1225]

@xiaoshunli 真的吗？

[qingchen1225 @qingchen1225]

@Jasonpang127 你看你就没任何水平，你做过企业吗？ 你去看看市面上99%的普通民营企业都已经用不起内存了，全世界都买苹果？
实际HDD在3月高位后，已经价格腰斩了，民营企业几乎都用不起，市场客户也卖不动了
就算AI再牛，一个涨了10几倍的股票还能涨上天？再翻一倍也就这样为啥要去博这个

[qingchen1225 @qingchen1225]

@chuge857 210

[Vu Tran @vu0tran]

Why I joined Opendoor and why you should too if you want to work on AI.

Few industries stand to gain more from AI than real estate.

Closing a single home takes 30-60 days. Why? One transaction touches law, insurance, title, contractors, utilities, inspections, phone calls and emails across dozens of parties.

And the complexity is ancient. Property law LITERALLY traces back nearly a thousand years to medieval England. Records and rules differ county by county. There are ~50,000 (!!!) water systems alone in the US, each with its own process to turn service on.

It's one of the messiest, most human, most coordination heavy markets there is. Which is exactly why it's a great place to build AI