youxi wan

[youxi wan @youxi69704]

@3mJamal OPENAI IPO

[youxi wan @youxi69704]

@CantoRobinHood What can he do?

[youxi wan @youxi69704]

@feralvro This is why you lose money

[youxi wan @youxi69704]

@feralvro Financial reports determine whether an institution's algorithmic program will be sold, and unfortunately, your CEO has already told everyone that next quarter's financial report will be terrible. Even if you want to hold long-term, now is not a good time.

[youxi wan @youxi69704]

@DanielKimPAC1 Value reversion only applies to companies whose business models have been validated and can generate stable and predictable cash flow. Opendoor is a venture capital investment; simply waiting does not mean the company will become better.

[youxi wan @youxi69704]

@DanielKimPAC1 It doesn't matter what the management says, because the market doesn't approve. The market is demanding more from them relative to the current stock price, which is why the stock price has fallen.

[youxi wan @youxi69704]

@Spybef0rey0ubuy To give an example, when Kaz took office the market believed there was a 50% chance he could lead the company to market maker. now it might only be 10%. When the probability decreases, the valuation will naturally change.

[youxi wan @youxi69704]

@Spybef0rey0ubuy The market is simply reassessing the company's potential transformation from a real estate firm to an AI market maker, when the CEO indicated that the next quarter's financial results are not very optimistic.

[youxi wan @youxi69704]

@budd545304 However, this doesn't mean KAZ doesn't need to pay the actors' salaries, so the $158 million is actually a fixed expense.

[youxi wan @youxi69704]

@budd545304 This is a terrible idea. Do you think their company has enough cash to achieve their goal of transforming into a market maker? If they can't achieve this goal, say, within five years (because of debt until 2030), the company will be delisted, and the share price will be zero.

[youxi wan @youxi69704]

@budd545304 Whether it's Eric or Rabois, they're both very likely staff members hired by KAZ. Let me guess what happened: KAZ wanted to acquire Opendoor, but he didn't want to pay a high price, so he created a script to come to the company as a savior.

[youxi wan @youxi69704]

@budd545304 They weren't friends; they were just publicity staff hired by the CEO.

[youxi wan @youxi69704]

@budd545304 You should realize that as companies grow, their capital expenditures will also increase, and modern businesses usually aim to secure a certain market share before considering how to make a profit, rather than trying to make a profit while expanding the market, because that hard

[youxi wan @youxi69704]

@DanielKimPAC1 @fndnddn5 If Opendoor wants to transform from a real estate company into an AI software company, its weekly sales should exceed 10,000; otherwise, the market won't give it a high valuation. The company has been constantly burning through shareholder funds with virtually no growth.

[youxi wan @youxi69704]

@stone_maison_ They have cash. Spend $50 million. If this goes under $1 we will get wiped out.

[youxi wan @youxi69704]

@LongOPENDOOR I will only consider buying when the stock price returns to $5.

[youxi wan @youxi69704]

@usppdd He was merely playing a language game, conflating the initial offer with the final price in an attempt to convince shareholders of the company's future. But this wasn't true; consistently underperforming financial reports already indicated the company wasn't doing well.

[youxi wan @youxi69704]

@dchristou369 There's no time left. Once the company runs out of cash and still can't turn a profit, it will either be diluted or go bankrupt.

[youxi wan @youxi69704]

@Opendoor_God Haven't you noticed that the financial reports for the past year have all fallen short of market expectations? What do you mean by "top talent"?

[youxi wan @youxi69704]

@pl88860 Because mortgage rates have risen to over 7%.