Sokoma

@APompliano Kaz

Today we are launching a new content studio at our New York headquarters. We are doubling down on deep conversations to help serious investors make money across asset classes. Let us know who we should talk to next.

@maelan_sdmr @Opendoor @ericjackson Lol

Good morning ☀️ I just received information that Drake has apparently used @Opendoor for the first time. Awesome news! And it seems he truly enjoyed the magical experience ✨️ Who's next? Brad Pitt? Jerome Powell? George Noble? cc: @ericjackson - $OPEN

@jeremybernier Keep your head up brother

I just got laid off from Meta. Obviously it sucks to lose the income. But between the never-ending layoffs, stack ranking, etc., I'm good. Pretty convinced that when I look back at this moment a few years into the future, I'll be grateful it happened. There's a lot I want to say here, but I'll save that for another day. Either way it's been a privilege to have been a part of the ride. On to the next adventure.

@drumrollDawg I call this Risky no ricky

love the response masterclass

@Nbusiness1990 Yup

Bears when they run out of actual arguments: “bAgHoLdEr 🤪”

Fantastic conversation with BBBY CEO @marcuslemonis. I think Marcus and his team have the right idea for how to build a really big business in the home space. I am bullish and have purchased 160,000 shares in the open market.

$OPEN --- $OPEN specializes in instant cash home‑buying services and is pivoting toward its Opendoor 2.0 asset‑light, AI‑powered agent‑partner model. Its recent stock drop stems from housing‑market cyclical headwinds: high interest rates and weak consumer confidence have suppressed transaction volumes, compounded by lingering losses from its legacy asset‑heavy model and execution concerns. Key positive catalysts include accelerated acquisition activity and operational improvements: Q1 signed purchase contracts topped 5,000 homes, doubling quarter‑over‑quarter and hitting a 2022‑era high. These generated $32 million in profit with a 4.4% gross margin, marking meaningful margin expansion. Inventory fell to 3,420 homes, with aged stock reduced sharply. A clear profitability path is emerging: Q2 revenue guidance calls for 25% sequential growth, with adjusted EBITDA on track to hit breakeven (± several million dollars). The company has already achieved 12‑month forward adjusted EBITDA profitability, targeting sustained full‑year profitability by year‑end. CEO Kaz Nejatian, a former Shopify executive, purchased $487,800 worth of company stock. AI‑driven agent‑partner transformation: Opendoor 2.0 rolled out an agent‑friendly cash‑offer platform in partnership with firms like eXp, while adoption of its Cash Now More Later product continues rising. AI is deployed across underwriting and operations to boost overall efficiency.

@Pikithome @TheLongApe @Davo0820 @nejatian @morganb Why do you think that Pikit will be beneficial for $OPEN

Right now zero. But it’s really only in pilot mode in southeastern nc I have a couple different models I’m looking at. Lender distribution, agent, consumer Lender likely $100 per consumer at closing through agent network Agent $100 per month with full toolkit access and post close for 50 clients. $20 extra monthly for ever 10 added after that Consumer one time $29.99 to use and $10 per month once closed for post close experience - Note for consumer: Move concierge has teamed up and we are worldly on api connection now. I get rev share on consumers so if they use them I’ll refund 29.99 back if they sign up for 1 year on post close These are preliminary numbers as I complete building. Under agent tab on website you can see some of what I’m building

I’ll come out and say this now I’d love to take what I’ve built with pikit.ai and change the entire industry together with $OPEN Now that @nejatian and @morganb are on board with agents, what I built and still building is fuel to the agent partnership division at @Opendoor Both of us can be very successful without each other but will be more successful FASTER with each other Was I harsh a lot, absolutely, but it’s only because I strongly believe agents have a Key role in opens turn around story. Now that this has happened you have my full support @nejatian

@Pikithome @morganb @nejatian Forget about Carrie no one what to hear about her she destroyed the company now Kaz is building it back focus on Kaz your deal will go through IF is a good deal

Also @morganb & @nejatian I have several patents filed covering audio map touring and spacial 3d budget constraint room designs coupled with spacial PIM as well. Below is email from attorney on state of the art search. This would be a huge add on for $OPEN down the road Imaging saying design this room for under 15k with coastal design, and boom in seconds it gives you tables, chairs, rugs, wall art, etc with different options for each and pricing on everything with anti hallucinating. That’s exactly what’s filed here and looking very positive Again there are multiple reasons you guys would want talk to me I have had half the OPEN board follow me for almost over a year, spoken to you dev team multiple times before you came in Kaz, have spoken to @shrisha and Carrie, spoken to multiple within and they all received things well. In fact before you came in @nejatian I was going to help $Open in Q1 of this year with these ideas. I went ahead and started developing on my own. Pikit.ai is a version of what I wanted to help you develop, it’s not exactly the same given distribution without open is different

@Pikithome We still need that 100k shares $OPEN

Order in on $OPEN. Hopefully it fills before I get to Miami!

$OPEN hit roughly 700 contracts last week. I think we will hit the 6000 quarter cap in Q2. In combination with all the lowered costs, faster turnovers and higher margins, I think we will NET POS already in Q3. It's just a guess. But I wouldn't be surpriced. I think Kaz knows we will be net pos earlier. I mean, we are adjusted ebitda pos right now on a rolling 12. I mean, it's not much left in order to reach profit. I don't think he needs 9 months for that.

@Pikithome @nejatian @morganb Welcome home brother

@fahdananta Love Mac

@iamjohnbaiano @Opendoor Brick by brick you build a house

Direction over speed. Small buys add up -$5, $10, $25 at a time. Slow until it’s fast. Long-term horizon, strong belief in the mission and the @Opendoor team building it. Quietly stacking and storing my time and energy into what I believe will be a superior asset. $OPEN

@Pikithome @a32m2a32m2 @nejatian Not they were not they had to rebuild the company from zero you don’t start from the top you start from the bottom

@a32m2a32m2 @nejatian Because they are Doing what I’ve been saying they needed to do since day 1. Clearly they have been wrong about their approach so they need help

I’ll be in Miami tomorrow and Thursday @nejatian I’ll come meet you to discuss $OPEN if you’d like? Should we let the public decide

@TodayValue97230 I will buy more at that price if if if

오픈도어의 미래는 항상 밝지만, 다음 추가매수 예상 가격이 $3.3인 이유가 있습니다. 바로 마켓 크러쉬를 대비해서이죠. 장기투자자는 하락을 피하지 않습니다. 그저 기회로 볼 뿐. $OPEN

Let’s go! 🔥🔥🔥🔥🔥🔥 @Opendoor @nejatian

@CEOAdam Worse ceo I don’t even know why you still at position you took retails money you diluted shares every time the stock goes up YOU NEED TO QUIT WORSE WORSE WORSE ceo

I have enormous confidence in AMC and the 2026/2027 box office. So today, using my own money, I bought 250,000 more AMC shares personally, at market price. I now own outright 2,437,020 AMC shares, raising the total where I have an economic interest to 12,322,429 AMC shares* It actually can be very hard for a CEO of a public company to buy shares. You have to clear having possession of any material non public information, sort out implications of any ongoing debt and equity transactions, and not be in a quiet period before when earnings will be announced. I was finally in a position to buy even more AMC shares today, and I did. As I said, I have great confidence in AMC’s future. So, again today, I put my money where my mouth is. This brings my holdings up to 12.3 million shares* of AMC common stock. My understanding is that I have been, and now even more so I remain, AMC’s biggest individual retail investor. I should probably mention that I have not sold even a single share of AMC stock since January of 2022, more than four years ago. I RIDE WITH YOU !!! —-/////—/////—- (*For precision: this includes AMC shares I already own, and those which previously have been granted to me as part of my annual compensation and which will vest based on length of service and at target levels of performance over the next thirty three months, on a pre-tax basis.)

@mikealfred @drumrollDawg @Jake__Wujastyk Mike Alfred added more shares $Open

@Jake__Wujastyk I’m at 2.2M shares now after buying more today and yesterday.

$OPEN #OPEN Third time's a charm?