Shaun's Azymmetry

@midascabal Sell yours then

THE STOCK MARKET CRASH IS COMING Insiders are non-stop selling stocks.

@MrNeverSell Tack för allt du delar❤️

I just blocked all the rude trolls telling me to sell $OPEN. Feels good. I should have done it earlier. It's kinda my image here on X. I never sell. So why even bother? You can have a different opinion, but for 6 months I have not read a single serious short seller thesis. The only reason I would sell any of my stocks is if I wouldn't buy them at current price. And R/R in $OPEN is just insane if you look at it long term.

@BlueDot_Techs Yeah sure mate, looks like that

Looks like $OPEN market makers are trying to pin the $5 strike today. Price sitting $4.93 at 11:03 AM with 9.6M volume — still well below the 49M average daily volume. Unless buyers step in hard later, the magnet remains $5 max pain into close. Power hour will be the real test. $OPEN #MaxPain #OptionsFlow #StockMarke

@danielsethlewis @datboyluka @dangreenoh @nejatian We’re investing in the future, not todays balance sheet. But i think you seriously should short this company. Your expertise seems much greater than the whole team at Opendoor, a talent like you sholud take advantage of shorting the company right now.

ha $OPEN now needs to get into the MSR game to make their shitty origination business work. cool plan. also a solid way to increase volatility and suppress long term ROE. $OPEN investors are mostly incapable of debate or critical thinking. They certainly dont know what a balance sheet is.

$OPEN. @dangreenoh @nejatian you cannot sell a mortgage at a zero gain-on-sale margin and call it "AI magic." This is more unserious stock pumper nonsense Mortgage packaged as a loss leader to drive platform volume — fine. But call it what it is: A SUBSIDY. Your post ignores: 1/ CAC — Even with captive buyers, there's acquisition cost embedded in the home sale economics. 2/ Warehouse lines — SOFR + spread on every funded loan until it's sold. 3/ Cost to place — Hedge costs, servicing release premiums, MBS execution friction. None of this is fully automatable. 4/ Regulatory compliance — TRID, RESPA, ECOA, state licensing, QC, post-closing audits. Regulators don't care about your tech stack. 5/ Third-party costs — Appraisals, title, flood certs, tax transcripts, VOE. Software doesn't fix this. 6/ Corporate Overhead — Paying guys like, you! Pay for performance, but that ain't free -- and it's very, very real.

@Pikithome @marcuslemonis Byyye felicia

From here on out I’m no longer going to comment on $OPEN. Good luck to anyone that believes in the cause. I’m looking for an entry on $BBBY from here. I personally think @marcuslemonis has the correct vision (based on interviews I’ve heard) as to how the real estate industry will succeed. Never in my life have I been as passionate about a company like $OPEN. Many don’t see my views, so why beat a dead horse

@MrNeverSell What a steal

Bought some more $OPEN at $4.95.

@Pikithome @Lennar @DRHorton Lol..

@MrNeverSell @morganb Also by showing genuine, high-quality customer reviews where satisfaction is clearly evident also helps people feel confident enough to try. However, these reviews must be presented in a way that feels authentic and credible — not something people dismiss as “marketing bullshit.”

@MrNeverSell @morganb What a great thought!!👌

I love the $OPEN commercials @morganb! But, I wanted to share a thought that has been bugging me as a share holder. How do you at Opendoor tackle that so many potential sellers have never used Opendoor before, and that first-time barrier is probably pretty huge? When it matters, many people usually have no trust in the “new" and the unfamiliar. The fear of being the guinea pig. You don't have to share your strategies public, but I really hope you are working on how to break this barrier. One idea could be: What if Opendoor made it easier to see proof right where it matters? Imagine entering your zip code and instantly pulling up real homes in your actual neighborhood that sold through Opendoor. Instantly see familiar houses you’ve driven past or walked by, with sold prices and maybe quick photos. Seeing “Hey, my neighbor down the block just did this and it worked” could melt away so much hesitation and get way more people to try it. Simple local social proof might be an unlock for user acquisition. Thank you for listening!

@MrNeverSell Well spoken. Exactly this.

I feel bad seeing so many $OPEN people struggling this week. Yes, it sucks, but you can’t be an investor if you have these kinds of feelings and you’re this short-term focused. You own the stock. Stop caring what it’s worth. You literally own part of the company and its a company that CAN NOT be valued at this point. Because it’s based on only one thing and it is the only one truth here: ”Opendoor is trying to solve a real problem. You will only win if they manage to solve it.” There is no stock price on that yet. It’s all speculation. If they can solve the problem or not won’t be decided today or even this year. So at the moment it doesn’t matter if the stock price is 5, 10, 30, or 1. They need to solve the problem. We’ll see if they make any progress in Q4, Q1, etc., and on accountable.opendoor.com. But, we’re already seeing sales go up and costs go down, but we have to wait for the market to hear it from the books. If they solve the problem, we win. If they even slightly start showing the problem is getting solved, we start winning. Only if they fail to move the needle do you lose. That’s it. You are an adult. Go sell the stock, short it, leave it, do whatever you want. 🙏 If something is cooking (and I believe it is), then selling, shorting, or even unleashing a bear storm doesn’t affect the company. It only affects the stock. As soon as the problem starts to gets solved, the books start to give data, then the stock price will find its way. We’ve got the best team in the world working for us now. Have some goddamn nerve! Is Kaz still going to work? Yes. Is Opendoor still running? Yes. Are all the employees working? Yes. Do they continue to improve? Yes. There are plenty of stocks that are down this year. Doesn’t mean that the game is over.

@mikealfred I love u Mike❤️ huge inspiration.

OPEN is a turnaround. New CEO, new board, new strategy. They are offloading legacy unprofitable flips. They are launching a mortgage strategy. They are focused on tech, execution, and profitability. If you are looking at a spreadsheet with backwards looking data, you won’t get it

@MrNeverSell Flawless entry

Bought some more $OPEN at 5.87.

@toddsaunders @fahdananta If everything is to perfect it won’t look realistic and people wouldn’t buy it. That’s just basic human behaviour. Imagine for example if you only were able to see 3D pics of a new house or something, that wouldn’t have the same impact over time. Everything would just look fake.

@fahdananta I’m mostly concerned how bad the AI made the carpet installation look

If you can spot which one is AI, come join us to build one of the most unique design teams in the industry Email me at fahd@opendoor.com

@MrNeverSell Do you prefer the Ichimoku Cloud indicator instead of others? In the image you posted, you’ve put a rocket heading toward the stratosphere. Wouldn’t it be more appropriate to edit in a Boeing B-52 “Stratofortress” instead? Considering where you think it’s heading :)

Hey $OPEN! Do you see that blue line at $6.95? If/when the weekly candlestick closes above it, we have liftoff. No professional investor would hold a short with a $7 weekly close on this chart. On the upside, the resistance at $9.50 is really weak. One macro event like the end of the war in Ukraine or great news from $OPEN in Q4 will launch this thing to the freaking stratosphere. Mark my words.

@oliwerlacey @Tesla @Opendoor When all of this is in place they’re gonna be the winners, no doubt

“You’ll be able to buy a home and get a mortgage the way you buy a car and get a lease on it from @Tesla.” That’s the vision. @Opendoor already underwrites the home. Add mortgage + insurance + warranty, and closing goes from months to days. This isn’t incremental improvement — it’s a structural reset of the housing market. A structural reset toward the American Dream 🇺🇸 $OPEN

@oliwerlacey What a great post Oliver, what a great recap of everything! I will somehow put this article in my house when we've reached $150+. Thank you for taking your time to summarize all this.

@oliwerlacey ❤️❤️❤️

How One Saturday Changed My Life For The Better: I used to believe that the market was only for high IQ, high educated people with collage degrees. I was wrong. Sometimes, all it takes is one day. My best friend has been investing in stocks for 3 years. In those 3 years, he went from $1000 > $100,000. Not through luck Not through gambling. But through patience, consistency, and learning. We met on the last Saturday of summar vacation, 2025. That kind of weekend that feels heavy. You know Monday is coming. Work starts again. And it's a full year until the next summer vacation. Freedom slipping away. We spent the entire day at a beach club. Drinking beer. Swimming. Enjoying the sun. At one point, he started talking about a stock: $PLTR. He showed me the numbers. The percentages. The growth. I was in shock. So I did something I rarely do: I admitted I didn't know anything about the market. I asked him to explain everything. How it works. Where to start. What you need. How much money you actually need to begin. We talked for 9 hours. About the stock market, about different companies, about money, about freedom & about how your life can actually change just through a conversation. That Saturday changed my life. A day I will never forget. Today, 5 months later, I'm an investor. I spend most of time educating myself. Something I used to hate. I read. I think. I plan. I visualize. Constantly. I've lived my entire life paycheck to paycheck. My parents helped me with $2000 in funds and paid for my driver's license when I was 18 -- something I'm incredibly grateful for. But I've always been careless with money. Never had savings. Always lived with the mindset: "I'll figure it out". Today, I'm different. All because of that Saturday. All because of my best friend. And my wife. A lot of adults today have egos that work against them. They struggle to stay humble. They struggle to accept that they still have a lot to learn. In just 5 months, my best friend and my wife have given me lessons I'll carry for the rest of my life. Not motivational quotes. Not surface-level advice. Real lessons. The kind that actually matter. I got a text from my best friend in late August that said: "I found our next investment, it's time" Two days after, my wife and I invested $1000 in $OPEN. The day after @nejatian was announced and it sky rocketed 80%. I thought I made it. I was wrong, but this time I wanted to learn the lesson. As I'm writing this, we have a lot more invested and are currently down $6000. And yet, I know with certainty that my life changed for the better that Saturday. Why? Something clicked. My direction shifted. From a young age, I've always been deeply into fashion. Naturally, every extra dollar I had went to clothes. I don't regret it. It led me to build a side career as a content creator on Instagram. Something I built from scratch myself over years. Something that required insane amounts of work and energy. It gave me creative freedom. It gave me a sense of what it's like to be the CEO of your own life. A feeling I haven't forgot. A priceless lesson. Today, I see money differently. 90% of the time, I wear black jeans, a white t-shirt and cowboy boots. Why? Not because my interest in fashion died. If anything, it's stronger than ever. But some changes are necessary. Some sacrifices are required. To regain control. To once again become CEO of your own life. Today, every extra dollar I earn goes into investments. Because an investment is simply this: a chance to turn something small > into something bigger. No matter how small. Not every investment leads to money. But I can say with 110% certainty: It leads to learning. And sooner or later, learning turns into capital. Capital that can change your life. Just like one Saturday changed mine.

@oliwerlacey $OPEN. But I love them all thou.

A genie appears, he grants you three wishes but with a twist.. each wish is $1,000,000 but has to be invested — what’s your choice? I’ll go first. $1,000,000 — $OPEN $1,000,000 — $IREN $1,000,000 — $BTC

@oliwerlacey @Opendoor This is a great article! Thanks for sharing this!<3

A Smarter Way To Buy & Sell Homes — 🏠 👉🏼 Why I believe @Opendoor will change the world: We as humans, are obsessed with efficiency. We constantly look for ways to do more in less time. Fewer obligations → less stress → more freedom. 👨🏽‍💻: Technology has already transformed huge parts of our lives. AI tools organize our work, structure our thoughts, and execute tasks that once drained hours of our day. Think of AI co-workers that never sleep, never forget, and continuously optimize how we operate. But for some reason… the housing market has been left behind. It’s 2026, yet we still: • Pay commissions to estimate our homes. • Pay for for staging, photos & listings. • Host open houses. • Sign endless paperwork. • Wait months for payment. And only after all that, we can start thinking about buying our next home — stressed, uncertain, stuck in limbo. That system is outdated. 🚨 This is why I believe $OPEN isn’t just changing real estate — it’s changing how humans move through life. 🤖 AI-driven pricing models. 💰 Instant, transparent cash offers. 🏡 Fast access to liquidity. 🚪 No unnecessary showings. 💸 No wasted money. 🪧 No friction. Just speed, simplicity & control. Buying a home should feel just as intuitive. • You tell the system what you want. • You get relevant suggestions. • You express interest. • You receive a financing option — quickly. Clear, simple, efficient. • The same way @Uber redefined transportation 🚕 • The same way @amazon redefined commerce 📦 • The same way @DoorDash turned “I’m hungry” into a knock on the door 20 minutes later 🍕 At first, people didn’t get those either. Right now, the world doesn’t fully understand @Opendoor. It doesn’t yet realize that this is something we need, not just something that’s ”nice to have”. ⏰ But with time, it will. Because once you remove friction from one of life’s biggest moments, once you give people back time, clarity, and peace of mind — there’s no going back. A smarter way to buy & sell homes is ultimately a smarter way to live. Thank you.

@MrNeverSell @oliwerlacey Why don't you believe in BTC in general? I mean, if you look at the chart since start it has just gone up and there is so many banks etc starting to acknowledge it. Do you think that one day it will all just crash and not be worth anything or what is your concern? Just curious!

@oliwerlacey I own $ASST also, more as a hedge towards my own ignorance. I don't understand 50 % of what you wrote but I don't want to sit on the bench if BTC skyrockets. Even if I don't believe in BTC in general.

For newer investors like me: I wanted to share my situation with $ASST in super simple terms, because I know information like this can be confusing for newer investors like myself. Me & my wife currently hold 13,755 shares at an average price of $1.38. That's our total investment — nothing fancy, just a regular retail holder excited about the future of $BTC. 💥 The big news: @strive is merging with @SemlerSci — resulting in a ton more Bitcoin. They now carry around 12,800 $BTC in total, making them one of the biggest corporate holders (number 11). But along with the merger approval, they announced a 1-for-20 reverse stock split. This sounds scary and can be a bit confusing if you’re a new investor. But here's what it actually means in plain English: • Right now, the stock price is very low — around $0,96. • A reverse split combines shares: Every 20 old shares turn into 1 new share. Me & my wife’s situation: • Our 13,755 old shares will translate to about 688 new shares. •13,755 ÷ 20 = 687.75 shares — brokers usually handle the tiny fraction with cash or rounding. • The price per share goes up roughly 20x to keep the total value the same. Our average cost will change from $1.38 to about $27.60 per new share. These numbers might not be exact. 🚨 Important: This does not change the value of what we own. It's just repackaging — fewer shares at a higher price. The company's market cap stays the same. So why do this? The main reason is to make the share price higher — like $15–$30 range after split so bigger investors like pension funds, ETFs, institutions can actually buy it. Many of them won't touch stocks under $5 or so. It's a common move for companies trying to go "mainstream" and attract bigger players. Short-term: The announcement caused the price to drop — normal when a reverse split is announced, especially with retail investors. Long-term: @strive will keep accumulating bitcoin over time. When $BTC goes up > $ASST follows. I believe in @ColeMacro As an extra note I would like to thank all retail investors for explaining this to the best of your capability. And I would like to thank @mikealfred for being transparent about his investment in times like these. We’re holding through it because we believe in the bigger picture — $BTC exposure & institutional interest. Always do your own DD. This is not financial advice. Thank you.