Doc_and_Stocks
@Doc_and_Stocks
#Bitcoin *views are my own; not financial advice*
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We're having out first company wide hackathon today. Everyone in the company, not just engineers, is hacking away at an AI project. Special thanks to the good folks at @OpenAI, Cursor and @gumloop who are spending time hosting office hours for our teams.
We had our first Opendoor 2.0 board dinner last night. Two things were in short supply: 1. Carbs 2. Pessimism
I have purchased another 100,000 shares of ASST at $1.05 and $1.06. Now holding 1.76M shares and looking to add on further weakness.
I am very far behind on DMs of folks that want to join our mission at Opendoor. I am prioritizing responding to engineers and data scientists. Come join our mission. Homeownership matters. My DMs are open.
We’ve now launched our AI home assessment app fully self serve in a few markets. Will extend to more markets as we learn. Our back testing shows this is more accurate. And the best part is that you can get your home assessed without having someone in your house!
No change in ASST. Still holding 1.66M shares. Still focused on a 2-3 year minimum timeframe as always. Lots of emotional people running around right now that shouldn’t be in stocks or Bitcoin. Has nothing to do with the longer term thesis. Stay focused.
I was visiting Opendoor homes for the last couple of days. Learned a lot. Back to building.
The $OPEN shorts are feeling max pain right now.
The world’s tiniest family office, Roach Capital, has acquired $500K worth of $OPEN today Mission aligned, love this team, let’s get back to work 🫡
I will talk about Opendoor's product frequently and its stock rarely. That's because my job is to build the product and the company, and that will have good secondary outcomes. Tomorrow is the first day I am allowed to buy $OPEN and my family is buying $1M at the open.
It was great to connect with @Opendoor investors on their earnings call last week, which was streamed live on @RobinhoodApp. Founders, want to reach your investors where they actually are? Send us a note: robinhood.com/partner
$HOOD: @VladTenev not only tracks what people say on X — he video-called into $OPEN's earnings call to ask what retail been talking about [real estate tokenization], possibly the first public CEO ever to question another public company live?
$OPEN Bulls if there was EVER a time to hammer it with a godlike candlestick... It be right here, right now. Mush.
I will talk about Opendoor's product frequently and its stock rarely. That's because my job is to build the product and the company, and that will have good secondary outcomes. Tomorrow is the first day I am allowed to buy $OPEN and my family is buying $1M at the open.
I spent the weekend refining my ASST model. I believe it’s possible we see $16.50 in 2026 with Bitcoin at $315,000 per coin. Holding 1.66M shares at $1.10 average. Still looking to add.
🚨🚨BREAKING: Goldman Sachs has disclosed a 5.1% ownership stake in $OPEN, totalling 38,557,186 shares. “We are done playing defence” @CanadaKaz
The $OPEN warrant dividend is a thing of beauty. Impossible to imagine prior management doing something like this. Perfect example of how the retail activist campaign has created value for shareholders.
JPMorgan just put an Overweight rating on $OPEN with an $8 price target. They’re seeing: • Reduced spreads • Acceleration in home acquisitions • Confidence from new leadership This isn’t retail guessing. This is a major bank saying the turnaround is real. We’re still at…
We're accountable to you. That's why we built accountable.opendoor.com, so you can hold us to our promise of tilting the world in favor of homeowners. Hear more from our interim CFO Christy Schwartz about our outlook for 2026.
There are two types of people in the world: Those who want to invest their capital in making it easier for American home ownership by seeing $OPEN succeed and those who want to profit by shorting the company and making home ownership harder. Choose wisely.
Partnership isn’t a slogan, it’s our structure. We’re issuing dividend warrants to align our upside with our shareholders. When Opendoor succeeds, you share in that success. Same side of the table. Learn more: investor.opendoor.com
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