B boy19 @HHGF99
Joined April 2020-
Tweets334
-
Followers50
-
Following120
-
Likes2K
@AtlasShrug1 MU looks cheap for a long long time and still went up 10x while looking cheap...
@ssj2abid Looks like we made a jump in mid February and reached a plateau in acuisitions between 400-650 per week since. I wonder when will be the next step up to a higher level. And what needs to happen for that.
@AmosMurphy_ That's not even true. Germany was shit for 10 more minutes after that break and then the game turned.
@nejatian Amazing! I'm not a lawyer but a big shareholder from Germany with over 400k shares for my fam. We trust in you. Opendoor is our biggest position since you took over! We also can't wait to sell some of our German properties to you once you're in Europe. The process is so slow here
@mattdonuttogo @SteingraberJon Sure, no one is selling to them... that's why their acquisitions are 6x compared to last year^^
@maelan_sdmr @morganb Well 6 times volume brings 6 times reviews and with some work on it probably more :)
@Davo0820 Kaz goal is to buy close to thousand homes per week in October-December as shown on accountable. They should then be sold in Q2 2027 leading to a revenue of about 5 billion... That should mean GAAP positive by far 💪 and stock around 30 USD.
@Unclebear201801 You should be able to read that I write about Q3 and not Q2
🚨 $OPEN Explosive Q3 Scenario 🔥 Opendoor has already averaged 450 acquisitions per week over the last 3 months. 13 weeks in Q2 = ~5,850 acquisitions. With the ~110-150-day buy-to-sell cycle, this flows into ~5000–5,800+ homes sold in Q3. Buckle up. A thread:
@Davo0820 @RosannaInvests Seems like he was on point correct this time lol
@Aubermark The only thing that confuses me a bit is that the march and April curves (tho it's not contribution margin but still) look more like the old Carrie opendoor ones rather than the close to flat ones Kaz showed at the call. What do you think why that's the case?
@Pikithome @FBiadu98 But why don't you just buy the stock and wait? I know it's much more boring but June has zero catalysts besides the already known Russel entrance. The stock should run up slowly but steady with every quarterly numbers from now on.
@FBiadu98 @Pikithome That's not betting big, that's gambling around. The stock price in June depends more on Iran/inflation/yields than on what the company is doing. Pure luck play. $OPEN is a long term invest.
@Aubermark great to know. Based on that we can calculate how long it takes for the following cohorts to sell. I'm pretty sure we'll achieve the 1 billion already in Q2. Q3 could almost double this. Pretty sure ateaat over 1.5 billion
@Aubermark Got it. This should mean the main inventory which is shown since mid Feb in the ~500 homes per week aquisitions will sell in Q3 and probably lead to a revenue of around 2 billion?
@Aubermark Pretty cool! Maybe another stupid question. Why is the cohort size in your metrics just about less than half of the numbers at the opendoor accountable dashboard for that months?
@Aubermark That numbers would be really helpful. Maybe the decline is a mix of both of our guesses.
@Aubermark Thank you! What would be your personal guess about the weakness of the April cohort? I'd guess broader overall housing market weakness. But still the may cohort seems to go well again at least the start.
@l_m_s15 @MoodyWriter13 @ParadisLabs @aleabitoreddit @midascabal @KawzInvests @HyperTechInvest @LIWEI_TWCapital @PepInvestStocks @sunxliao @MMMTwealth Planoptik scheint doch was dran zu sein, schau Mal ins Profil vom "vlmkapital". Er hat etliche Posts zu potenziellen Kunden und Aufträgen. Er hat auch LPK "entdeckt", als noch deutlich unter 10.
Ruby @Ksdfdfsdfg
280 Followers 343 Following I've traveled to many places, but I feel most connected to England, Switzerland, and France. I love collecting small, heartwarming moments.
Elle @Zssfdafdgfgh
299 Followers 476 Following I enjoy seeking inspiration in different parts of the world. The UK, Switzerland, and France are the three most special stops.
Brad @Prdk170467
16 Followers 71 Following #OpenArmy Opinions are my own. Educational purposes only. NFA (Not Financial Advice). DYOR (Do Your Own Research). Investor 20+ years
GreekHeat369 @dchristou369
4K Followers 6K Following #RisingDynasty - Own the future - $OPEN, $IREN, $CIFR, $HUT, $WYFI, $SLNH, $BGDE, $EMJX, $BTC, $XRP... We need more compute!
Johhnywalker Private @johhnyWalkerAZp
1K Followers 1K Following Christian, Proud American ,$RKLB #PLTR , $POET , I find stocks early $,no drugs no alcohol, no porn.
Rose @iconfq
99 Followers 2K Following Yuor brian is so pfweroul, taht it can raed scntenees wtih mxied up wrods as lnog as the fsrit and lsat letetrs are in the rgiht palce.
Mike Alfreds ✪ @mlkeqlfre
13 Followers 699 Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
The Mike Alfred @TheAlfredSpace
2K Followers 1K Following Ultramarathon runner | Tech Entrepreneur | Engaged Value Investor | Board Director
초특급 최강 귀�... @ippo0211
6 Followers 71 Following
Auber @Aubermark
383 Followers 111 Following Opendoor Data Explorer to track revenue/listings/inventory/stats/news
Steph MKT @SKimmsm98
746 Followers 3K Following Member of Mining Mafia, meme stock investor, small cap trader
stiv @stivmerc
1K Followers 5K Following Il male non può creare nulla di nuovo. Puo' solo corrompere e rovinare cio' che il bene ha inventato o creato. J.R.R. Tolkien
Carter Faltys @CFaltys12
163 Followers 281 Following
Tony 🟩 @chuckd1234567
2K Followers 5K Following BTC, ETH, XRP, ONDO #MMTLP $OPEN $IREN $COIN $PLTR $ASST $RIVN $SOFI
LittleDad HK @HKYOO95
2 Followers 60 Following
ABC @ABC70280285
0 Followers 108 Following
doziii @doziii7
29 Followers 934 Following
GroGuy @GroGuy2
165 Followers 693 Following
Merck76 @merck76
51 Followers 331 Following
Sokoma @FBiadu98
370 Followers 841 Following Investing in BTC ,VTI ,NVIDIA ,SCHD,NFLX,and heavily invested in OPEN and many more
Bret Siers 🔥 @BretSiers
251 Followers 1K Following https://t.co/IkbV9pTwvF – turning idle domains into active assets https://t.co/dnOs5J19AO – async video translation in the flow of work. Father of 4 boys
dd @davidpa37700086
101 Followers 708 Following
Tony @FinTonyX
1K Followers 311 Following Options trader and Investor | Defense + Energy + AI Infrastructure + Emerging Markets | MBA in Finance & Economics | Follow for more!
Jeffrey Ye @jeffye888
5K Followers 403 Following Opendoor analysis | Harvard AB (Applied Math / Economics + Neuroscience)
David @Davo0820
2K Followers 1K Following “There are no beautiful surfaces without a terrible depth.”. I am not here to date or buy crypto. I don’t respond to DMs. I don’t want your investment ideas
Titaf @Titaf146165
11 Followers 368 Following
NZ_fund_MECFS 🦋 @NZ_fund_MECFS
850 Followers 2K Following It’s the end of the world yet you’re not gone. Until you finally are. #MECFS #LongCovid #PostVac #NotRecovered #MillionsMissing https://t.co/VVu3MaZAnH
Judy Pagliuca @JudyPagliuca
231 Followers 3K Following
Alma McQuade @mcquade_al96950
20 Followers 2K Following
Bryanwang @Bryanwange
84 Followers 2K Following I’m Bryan wang, oil engineer Ready for good intention
sean stidston @seanstidston
1K Followers 3K Following
Nugget @_Nuget_Trades
50 Followers 959 Following Growth Stocks / | Short-term rentals Travel Bringing the best in trading, travel, and short-term rental insights. | $OPEN ARMY Official Store
Kolja Aktien @Mitsaktiens
118 Followers 4K Following Content Creator aus Berlin 🇩🇪🇪🇸🇺🇸 https://t.co/xmdJUDjWb9
Nick Meyer, CFP® @nicktalksm
127 Followers 317 Following 🎉I make personal finance FUN 🤑So YOU can reach Financial Freedom 💸@nbc @cbsnews @bloomberg ✌️Free resources & start investing
Thor(a) Deerseim @legittreehugger
2K Followers 4K Following she/her, used to work in science for NASA, then film, now writing and tech. Chronic illness = 0/10. would not recommend. 💕 (heads up I swear a lot)
Maxim @maximvpk
6 Followers 63 Following Someday I will stop being afraid of my true thoughts and start sharing them
Reinhold @Mari_WaKaaken
1 Followers 1K Following
Patrick @pjl788
125 Followers 1K Following Suffering from Long Covid and Myalgic Encephalomyelitis | NYR Fan (Fire Drury)
L K 🌼✨🥀 @becf7633728
0 Followers 136 Following
Autoimmune CAR-T @Car_T_cells
550 Followers 1K Following Medical writer / CAR-T , CAR-NK cell therapy, BiTe #TCEs for autoimmune illness. #HealthSpan #Longevity Neuro #Sjogrens #dysautonomia #POTS awareness
DDinDallas @chip_saye
124 Followers 994 Following
Serge @Sergeant991
3K Followers 498 Following CPA. Constantly researching to get an edge. Looking for asymmetric returns. High tolerance for volatility.
SandemanStocks @Sandeman52
62K Followers 532 Following Turned $50k to $15M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $18.5M
Christian Angermayer @C_Angermayer
42K Followers 3K Following Founder of @ApeironInvests; $ATAI; @enhanced_games / $ENHA $APAD + others | Bullish on #psychedelics, $BTC, $XPL | Investing in biotech, crypto, tech, sports
Trey Yingst @TreyYingst
639K Followers 3K Following Chief Foreign Correspondent @FoxNews | | NYT Bestselling Author
Reii @ReiiValentinaa
94K Followers 2K Following Independent journalist • Anti-Woke • [email protected]
Kerrisdale Capital @KerrisdaleCap
90K Followers 191 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/QPFWQo6HS4
kokycpcb @pcbanalysis
7K Followers 81 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
Retail Mourinho @retail_mourinho
27K Followers 614 Following Playing the game until the cubicle is optional
Wolf Capital @wolfgangkasper
45K Followers 180 Following Hunting market asymmetries | Risk-reward obsessed | NFA
JP Insights @Aktiehedonist
22K Followers 198 Following I write about the boring stuff behind AI. Power, cooling, optics, networking, semis and data centers. Building the 500k to 10m portfolio in public.
Johhnywalker @johhnyWalkerAZ
17K Followers 1K Following Christian, Proud American ,$RKLB #PLTR , $POET , I find stocks early $,no drugs no alcohol, no porn.
mon @moninvestor
52K Followers 484 Following Independent Analyst. Writing about Finance. Not Financial Advice. DYOR. Subscribe for deeper insights into my portfolio.
Gus - The Italian Inv... @italianinvesto
5K Followers 271 Following 📊 growth, value, charts...all I care about is stocks 🔥 Hot takes & threads you didn’t ask for 😎 Long on sarcasm, short on BS
Mike Alfred @mikealfred
344K Followers 698 Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Regarding Semi @regardingsemi
39K Followers 527 Following The data visualization layer for the semiconductor market.
Rosanna Prestia, MBA @RosannaInvests
29K Followers 793 Following Investment Advisor & Strategist. 5x Founder/CEO @hydrawealth @hydracapitalgrp. Host @theroshowpod. Finding asymmetric opportunities before they’re consensus.
David @Davo0820
2K Followers 1K Following “There are no beautiful surfaces without a terrible depth.”. I am not here to date or buy crypto. I don’t respond to DMs. I don’t want your investment ideas
Tony @FinTonyX
1K Followers 311 Following Options trader and Investor | Defense + Energy + AI Infrastructure + Emerging Markets | MBA in Finance & Economics | Follow for more!
Maëlan @maelan_sdmr
2K Followers 210 Following Breton - 33 yo 🥞 🏄♂️ Passionate & Fascinated Chief Creative Soldier of $OPEN Army 💎🙌 Love playing with AI ✨️ Rockstar Games Enthusiast 🎮 🌐
Mr Never Sell @MrNeverSell
1K Followers 523 Following Stockpicker (ex-professional daytrader) for 17+ years. I buy great companies and hold forever. Dividends + Offgrid lifestyle. No financial advice.
dylan ツ @demian_ai
19K Followers 2K Following GTM for @nebiustf @nebiusai // ex @Scaleway // from silicon to token, inference and anything in between. Views are my own - not financial advice
Mike @BlackScholesMan
11K Followers 399 Following
OutspokenGeek @OutspokenGeek
4K Followers 28 Following Just an outspoken geek, with a side interest in finance, investing and semiconductors. Not advice. https://t.co/3fzuVDPQrh
Jukan @jukan05
151K Followers 323 Following Tech otakus save the world | Not Investment Advice | DYODD
Irrational Analysis @insane_analyst
41K Followers 99 Following Engineering-Driven Investment Analysis
everyonehatespoetry @everyonehatesp1
7K Followers 567 Following Public equities, just talk PA. Long form pitches: https://t.co/BLzKVGmfPt Latest pitch $PAL $PEW $IEHC $ASRT $CGEH
Coffee House Stocks @CoffeeStocksGuy
13K Followers 1K Following British Equity Investor | Catching Asymmetric bets in Robotics, Space and AI
Longview Research @Longviewres
2K Followers 119 Following Focused on AI power. Views are my own. Not investment advice.
Daniel Koss @daniel_koss
35K Followers 322 Following Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.
Professor Oak @Prof_Oak_
14K Followers 772 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Parmita Mishra @parmita
39K Followers 5K Following founder CEO @precigenetic. Scuba diver, engineer, biologist. interested in things that lie deep. // prev. Penn comp bio, research Penn Med (cells n epigenomics)
Ren @renstocks_
38K Followers 86 Following Investing into the AI buildout ⚡️ 500% YTD Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/4NlE3Jd7E7 NFA
Midas @midascabal
60K Followers 624 Following Asymmetric investor finding 10x stocks early ⦁ AI/Fintech/Semi's Analyst ⦁ Founder of https://t.co/Bi1308vrsl ⦁ Join my free discord (50k+ members) 👇
John Galt @AtlasShrug1
3K Followers 657 Following Retired HF PM. My opinions only. Passion for mkt history, psychology, cycles. Not financial advice. DYOR. I may buy/sell any stock at any time w/o notice.
ssj2abid @ssj2abid
831 Followers 79 Following 👨🏻💻 Observability Engineer 👨🏻💻 AI | Energy | Compute | Innovation. Follow me on my investment journey.
Adam May @A_May_MD
26K Followers 97 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
nic.aqs @nicaqs
9K Followers 690 Following Technical analysis on where the puck may go. Early alpha/TA articles 👉 https://t.co/P2GeogmIbC Get the indicator below.👇 One stock acc: @onestockman_.
Finn Stockinger @FinnStockinger
15K Followers 543 Following Seeking asymmetric edges in quality growth & tech. Thoughts on markets, compounding, and rational investing amid noise. NFA 👇 Follow for clarity, not hype.
cyberprince @cyberprince_rwo
19K Followers 1K Following
Mikael Wåhlin @Plaskpojken
4K Followers 192 Following Investor | High Performance Coach. 📈 Applying the discipline of elite sports to the world of compounding. https://t.co/YdvzyDOdxU
HODOR @Maximus_Holla
58K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. I don't Have any subservice/ WhatsApp group /Telegram group!
Virus @gabrielgalcer
2K Followers 94 Following AI and Energy enthusiast. Economics and Compliance background. Heavy into $IMSR.You might like
