David retweeted
$OPEN - Window Re-opens tomorrow
What that means:
Insiders and the board can finally trade again after Q3 earnings. And the company already has a repurchase program in place from the August convertible deal - roughly 45 million shares bought back.
I want further alignment. More buys.
$OPEN
Just thinking out loud here. At $1.40 / share it seems like a buyback of 100mn shares ($140mn) makes a lot of sense for $OPEN .
If they truly believe the asset light model will replace 1P, they shouldn’t need over $900mn on the balance sheet and a buyback at these levels would prove their confidence a lot more in the Opendoor 2.0 model.
David retweeted
El CEO de Opendoor dijo en la llamada de resultados cómo se sabrá si su cambio de modelo funciona: cuánto interés paga como porcentaje de su volumen.
Tomando los ingresos como volumen, en el tercer trimestre sale un 3,7%. Igual que hace un año.
Y el inventario vale 2,4 veces más que entonces.
$OPEN merece un Rabbit Hole. 🐇👇
David retweeted
Debasement is Structural. Bullish Bitcoin.
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David retweeted
$OPEN We live in a world where patience is becoming increasingly rare. Everyone wants quick results and instant success, but real progress doesn’t happen overnight.
The company has introduced numerous new features and is experimenting with different strategies under Founder Mode. These changes take time to implement, refine, and deliver meaningful results.
We need to be patient and give management time to execute its vision. Ultimately, results will speak louder than words. It is hard but I will hold.
David retweeted
🚨ACTUALIZACIÓN $OPEN | 07/11/2026
Aunque sea fin de semana el número se ha mantenido fuerte
David retweeted
Opendoor shareholders. You should only be worried if your a trader, if your a investor read quote from Warren Buffett below. 9 more years to go Army. A long journey ahead. I believe 3P model will be a game changer $open 🙌
David retweeted
🚨Investing Puzzle - 2026 EOY version.
"Cheapness" is just a narrative. Don't anchor to previous price highs. Watch the macro backdrop which has changed significantly. Tread carefully.👀
🧩 Investing isn't one skill. It's a puzzle and most people hold one piece and wonder why it doesn't work.
How I weight mine:
Fundamentals 25% · what to buy
Risk & sizing 20% · how to survive
Macro 20% · the tide
Technicals 15% · entry & exit
Sentiment 12% · the crowd
Options flow 8% · the smart-money tell
No piece wins alone. The edge is the fit.🔥
David retweeted
Own the stack.
1P/2P/3P
Block out noise.
Conviction is a super power.
Exit 2026 strong and compound the stack in 2027.
$OPEN
More demand doesn’t have to mean owning every home.
Our bet: 3P becomes @Opendoor bread and butter. List is live. Buy is in beta.
The three priorities from the $OPEN House:
Grow without overpaying.
Clear inventory.
Build operating leverage.
Christy put Q4 marketing at around $20M, versus $5M in Q3. Q2 was also $5M - That spending helps acquire homes ahead of spring and summer.
As we’ve stated, acquiring every customer doesn’t have to mean acquiring their home. List + Buy let Opendoor serve buyers and sellers without taking ownership.
@nejatian pointed to roughly 9,000 true sellers already coming in each week. My take: that demand can feed Cash (1P), Cash Now, More Later (2P) and List (3P). Cash Now, More Later still means buying the home - with less capital upfront.
Keep clearing the homes already owned.
3P is just getting started. I’m watching what happens when it works alongside 1P and 2P: existing demand, more ways to transact, and growth that doesn’t require owning every home.
My bet: that’s how 3P will spread and scale. The products working together, not in isolation.
If 3P executes, that’s what could make the whole model stronger: more transactions without tying up capital in every home. Less capital committed to balance sheet and more to move.
David retweeted
This!
$OPEN > Amazon of real estate is not far fetched!
@nejatian said it now on the EC, and I mentioned it before in my Singularity Scaler thesis: AI can kill a business if you don't own the data. Every software layer could be recreated, but you cannot recreate the data.
Opendoor has trillions of data points you cannot copy.
The fundamental value of this data layer is so miss understood today.
Faster sales > more data > better product > faster sales.
$OPEN is building the irreplaceable.
David retweeted
Finished surfing some epic waves in the sea and time to add a few more shares for a total of 10,000 shares of $OPEN between 1.39 and 1.54
David retweeted
I’ve heard folks say the 10-year and by extension mortgage rates haven’t come down as much as expected given the recent stock market carnage.
But zoom out a month and yields are down ~50 bps and the 30-year fixed is closer to a 6-handle vs. an 8-handle.
David retweeted
Well said.
To the $OPEN shareholders or ex-shareholders whining all over X today:
You bought a distressed company attempting a massive turnaround in a distressed housing market. What exactly did you expect this to look like?
If your response to a $1.50 share price is “it’s Kaz’s fault” or “it’s the board’s fault,” without any discussion of the business, its valuation, or the turnaround itself, I question whether you understood what you bought.
Management deserves scrutiny. But a falling stock price, by itself, isn’t an analysis.
This is going to be messy. They might figure it out. They might not. Failure is a real possibility, and conviction doesn’t make that risk disappear.
I’m long $OPEN because I believe the potential upside justifies the risk. It’s an asymmetric bet I’m willing to take, and I intend to remain long as long as that thesis holds.
If you need a smooth ride and constant reassurance, go buy the S&P 500.
You don’t have to own Opendoor. But if you do, understand what you own and size the position so you can handle being wrong.
David retweeted
$OPEN 🚨 @Opendoor Open House is TOMORROW 🏡
⏰ Thursday at 5 PM ET
📺 Free on X, YouTube, Robinhood and investor.opendoor.com
📊 Q3 results plus top shareholder and analyst Q&A
Replay goes up on the investor site after
David retweeted
Passage of Florida’s Amendment 3 (Property Tax Relief) is a clear tailwind for Opendoor ($OPEN) 👇
1️⃣ Increased Market Liquidity
Lower homeownership costs will spur buying/selling activity. More transaction volume is great for their core model.
2️⃣ Lower Holding Costs
The cap on annual tax assessment increases for non-homestead properties (their inventory) drops from 10% to 5%, mitigating cost spikes while holding homes.
3️⃣ Unlocking Move-Up Buyers
Easing tax friction encourages homeowners to finally sell and upgrade.
Higher turnover in a key market like Florida is a direct win for $OPEN
🚨 BREAKING: Florida has PASSED Amendment 3 to slash and eventually abolish PROPERTY TAXES for homeowners' primary residence — with roughly 62% of the vote
This was RON DESANTIS' MAIN PUSH.
THIS IS HISTORY!! ☀️
Florida is about to RAISE the exemption and work towards ultimate abolishment, now written into the State Constitution!
BIG affordability move.
David retweeted
$OPEN 🚨🎬🏡🇺🇸
The bears said @Opendoor just flips houses. 🏡🏡
Now it helps you buy ANY home,
Opendoor's or not, and saves you tens of thousands on your mortgage and fees.
That's not a flipper. That's a platform.
Huge congrats @nejatian and team
Texas first, then it scales.
Today, we are launching Buy with Opendoor in beta in Texas. Use all of Opendoor’s scale to buy any home, Opendoor’s or not.
Save tens of thousands of dollars on your mortgage and fees.
opendoor.com/buywithopendoor
David retweeted
مصادر دبلوماسية للجديد: انفراج في المفاوضات الأميركية الإيرانية بعد نجاح الوساطة القطرية في تذليل العقبات الشكلية
@josephinedeeb