Openroar retweeted
$IREN Who do you listen to, Wall Street or Tech CEOs?
Morgan Stanley’s Andrew Slimmon made it clear:
“You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that.
So, who do you bet on?”
Tech leaders are doubling down on AI capex because demand is exploding.
FYI Morgan Stanley has approx $180M exposure on $IREN
Openroar retweeted
Neocloud rally incoming...
It'll be even more aggressive this time.
> Just had a reasonable (and healthy) pullback the last couple of weeks
> Received many more catalysts, including $NBIS and $CRWV being included in the Nasdaq-100
We have until June 22nd before Nasdaq rebalance takes effect. Gives us exactly one week to plant our seeds before the real run begins.
Our thesis has gotten much stronger with these validations. Companies like $BTDR, $CIFR, $CLSK, $HUT, $IREN, $KEEL, $MARA, $WULF, $SLNH, and many more will benefit.
And there seems to be a few names that have pretty high asymmetry relative to its competitors...
Will share my research soon.
Openroar retweeted
Algo games drive most of the movement in small cap stocks on an average trading day. This is why you have to zoom out and focus on outcomes further out in time. This is how you beat a system run by machines.
Openroar retweeted
@ericjackson @nejatian @OpenDoorBullish @open_army_japan @Openroar @OpendoorHodler @rabois
May 8, 2026 9:20 AM
Opendoor Reports Q1 Double Beat, Highest Acquisition Contract Levels Since 2022
by Dylan Berman Follow
benzinga.com/trading-ideas/m…
Openroar retweeted
$OPEN Q1 2026 Open House: October Was Just The Start - Cohort After Cohort Beating On Margin & Resale Velocity While Acquisitions Accelerate
Openroar retweeted
Opendoor's cash now, more later truly is a major win for sellers. They get cash upfront, which lets them move on their terms, then we renovate and list the home, and they get additional proceeds from the sale if it sells above estimate.
The best part? Our incentives are aligned with the seller.
Recent example in Texas - we could have listed the home at the seller-agreed listing price, collected a transaction, and called it a day.
Instead, our team saw more value in the latest comps, listed $20k higher, and went under contract at the full asking price. The seller captures that upside because of our pricing knowledge.
That's how you start to tilt the world in favor of homeowners.
Openroar retweeted
🚨 BREAKING
The $OPEN team is working on a complete overhaul of the app 📲
It's day 1 of Q2 and Opendoor is cooking.
Openroar retweeted
🔥🔥$open Q1 alt-data is diverging:
• Opentrack → ~1,700 homes / ~$650M revenue
• Singularity → ~1,984 homes / ~$950M+
Big spread — but both point to:
Strong QoQ volume growth
Contribution margins ~11–12% and rising
Lets break it down:
1. Kaz: “We’re going to be adjusted EBITDA profitable on an annual basis starting in Q2”
This means:
Q1 = likely around breakeven / transition
Q2 onward = sustained profitability trend
2. Kaz: “Contribution margin bottomed in September… improved every month”
This means the worst is behind them and every quarter from here should look better.
3. “This isn’t the macro helping us… this is us helping ourselves”
Translation - Not dependent on rate cut, not dependent on housing rebound its internal execution. Pricing, spreads, ops etc
4. “Generate cash and not need to raise equity ever again”
This kills the biggest bear case
- dilution risk
- survival risk
and
5. Order of milestones:
1. EBITDA profitability ✅ (coming now)
2. Adjusted net income profitability (next)
3. Sustainable cash generation
This is a textbook turnaround progression.
If Opentrack (~$650M) is right:
AND margins improved
AND EBITDA ≈ breakeven
Kaz’s plan is working perfectly
If Singularity (~$950M) is right:
AND EBITDA positive
👉 That’s not just a turnaround
👉 That’s a re-rating + squeeze setup
$open @Opendoor
Openroar retweeted
Hiring Eyal Klein joining as VP, Head of Data & Machine Learning means more then you think:
They’re trying to fix the exact problems that hurt them before.
1. Their entire business = pricing homes correctly
If they overpay → they lose money
If they underpay → no one sells to them
👉 Better AI = better margins
2. Past losses were due to bad models
During the housing shift:
Their algorithms mispriced homes, they got stuck holding inventory
👉 This hire signals: “We’re rebuilding the brain of the company”
3. They’re scaling again
They said:
“systems that power pricing, risk, and operations at scale”
That means:
Not just survival mode anymore
They’re preparing for growth + volume
4. They’re hiring aggressively
Across:
Data engineering
Data science
Machine learning
👉 That = investment phase, not cost-cutting
This is NOT hype news — it’s infrastructure news
Short term: market might ignore it
Medium/long term: this is what drives profitability
👉 If they get this right:
Higher margins
More consistent earnings
Scalable model (huge for valuation)
They’re making the right move — execution still matters $OPEN
Openroar retweeted
Thrilled to be part of the @Opendoor team!
Big upgrades coming to Opendoor socials over the next few months.
@Y_Malyarchuk just joined my team as the Social Media Lead. He brings experience working at TikTok, across startups and Fortune 500 companies, and already has bold ideas for where we can take things, including Open Aarmy.
Excited to see what he builds.
Openroar retweeted
For a lot of Americans, it's never been harder to buy a home and never been harder to finance one. Opendoor is here to change that with lower costs, a faster process, and less friction at every step.
Opendoor is getting attention for offering mortgage rates that look "below market" and I want to talk about it. This isn't some magic trick. It's actually pretty basic. Here's how we do it:
Opendoor mortgage rates aren't marked up. The end.
See, when people talk about "market rates" for mortgages, they telling you about the rates they see online from their lender, or from Mortgage News Daily, or some other source. Remember: those rates include 350 basis points of markup on average, based on self-reported data to the Mortgage Bankers Association.
350 basis points is not nothing.
As a rough rule of thumb, every 100 basis points markup raises a consumer's mortgage rate by 0.25 percentage points. So, let's all acknowledge that "market rates" in mortgage reflect 350 basis points of markup, which raises a customer's mortgage rate by roughly 0.875.
Opendoor changed that. Our mortgage rates are what happens when you take that markup out. It's like what E*TRADE did for stocks. In the 1980s, the market price of a stock was whatever its price was plus whatever your broker charged. It's why every broker had a different price. Today, the price of a stock is the same everywhere.
So if Opendoor's mortgage rates look "below market" to you, they're actually not. This is just the first time you're seeing mortgage rates without a massive markup.
More here: opendoor.com/articles/why-mo…
Openroar retweeted
Very conservative $OPEN price targets from @ericjackson:
End of 2026: $18-28
End of 2027: $80-110
End of 2028: $130-180
People still think $OPEN is just an iBuyer.
That's like thinking $CVNA is just a car dealer.
It's not.
The car was never the business.
Finance & insurance were.
Today:
CVNA gross profit per unit = $7,024
And 40% of that comes from financing.
Now think about houses.
Average home price ≈ $365K
Average car price ≈ $25K
Every financial attachment on a house generates 10–15x more dollars than the same attachment on a car.
Mortgage. Title. Insurance. Closing services.
The home becomes the distribution channel.
The financial stack becomes the business.
Kaz built Shop Pay Installments from zero to dominant in a year. He just launched a 4.99% mortgage at OPEN. Same playbook.
Meanwhile the cost structure is collapsing:
• Headcount down ~40%
• Rabois thinks the platform can run with ~200 people
• AI does the underwriting, pricing, and workflow
That's operating leverage the Street isn't modeling.
If OPEN reaches $20B revenue and attaches financial products like CVNA did…
Gross profit ≈ $4B+
At CVNA's current EV/GP multiple that implies roughly:
OPEN at $80+ per share.
And that assumes no premium for faster growth.
The old debate was: "Does iBuying work?"
The better question now is: Is Opendoor quietly becoming a housing fintech platform?
Because if that's the right framing…
$82 might end up being the floor, not the target.
People asking for OPEN targets:
End of 2026: $18-28
End of 2027: $80-110
End of 2028: $130-180
Using forward EV/GP, not EV/Revenue. The math works at a discount to CVNA's current multiple. It works even better if you give OPEN a growth premium for 80%+ YoY.
Openroar retweeted
Just sold my home w/ Opendoor $OPEN
A+ experience I’m extremely happy as a customer & shareholder.
I gave a few pieces of feedback on the app itself, otherwise the process from beginning to end was seamless, and I was always able to reach someone.
19 days (including weekends)
Openroar retweeted
$OPEN is offering 4.99% 30-year fixed mortgages on its homes to stimulate buyer demand in a high-rate environment.
No points, no lender fees.
Openroar retweeted
🚨 $OPEN MISSION ORDER 🚨
I just realized that we can significantly boost a YouTube video's visibility by just clicking a boost button below the video 💥
Almost no one has done it yet. Each boost earns 990 points, and you can do it 3 times in a row.
You can only boost a video during the first 7 days after it's uploaded, so there are only 23 hours left ⏳️
@Opendoor is a channel with few followers, so the boost points are higher than for other channels.
We only need 115 people to get the video into YouTube's top 100 🏆
CRAZY.
It would be incredible if we succeeded and gave this great ad - specifically designed to increase brand awareness - much better visibility.
This is a perfect mission for $OPEN Army, given our scale and reach. We can do it!!
Share this and go boost the video.
LFG.
(Sorry pics are in french)
👉 youtu.be/v85wLmx_5eE?si=uRrZ…
CC: @ericjackson @GMN_watch @Opendoor_God @wiseapeman
Openroar retweeted
BREAKING $OPEN STOCK ALERT ‼️
OPENDOOR IS THE MOST ACTIVE AND MOST WATCHED STOCK RIGHT NOW
#1 TRENDING