John Fendy
652 posts

John Fendy
@JohnLogani
I don't care about my shit posts as long as they are true 😁
in your heart Katılım Ağustos 2023
31 Takip Edilen73 Takipçiler

As of last week we at @Opendoor have fully re-shored our Mexico contractor positions back to the United States as full-time employees.
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$OPEN -> 7 week acquisition trend:
537 → 449 → 442 → 390 → 447 → 610 → 545
What I see:
- 7 week avg: 503/week
- New floor: 500-550 (was 390)
- +354% in acquisitions since Kaz started (Sept: 120)
- 2nd highest week in 7 weeks
This week's bonus:
Acquired Doma's AI escrow business.
Opendoor now owns:
- Home platform
- 4.99% mortgage
- AI title search
- Escrow & closing
Full stack = faster turns = higher margins.
Analysts still have $1.50 targets. 🤡
Market hasn't caught up yet.
@ericjackson $82 dream scenario becomes evident/more likely as the weeks go on.
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Today @Opendoor is announcing the acquisition of Doma's closing and escrow operations. We're now part of delivering @FannieMae Title Acceptance Program at scale. For homeowners refinancing, that means no unnecessary title insurance policies, a faster close, and real savings. This is what fixing homeownership actually looks like. Read more here -->
opendoor.com/articles/doma-…
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The tourists have left TAO
People can't hold for longer than 5 days in 2026
Clemente@Chilearmy123
Roundtripped the entire $TAO trade Never hit $400, just closed the position +30% (used leverage) AMA
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@BlueDot_Techs Since $10 to below $5 you always said "great buying opportunity"
Wake up 😂
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$OPEN options chain for Apr 3 exp is screaming one thing: pin zone incoming
Calls loaded heavy at:
•$5 strike (9k+ OI, massive volume)
•Follow-through at $5.5–$6 (stacked OI)
Puts stacked at:
•$4 strike (37k+ OI — huge wall)
•Support layer at $4.5
👉 Translation:
MMs have incentive to keep price between $4.50 – $5.00
Max pain zone = ~$4.75–$5.00
•Above $5 → too many calls pay
•Below $4.50 → puts print hard
•Middle = dealers win
This is a classic compression / pin setup unless volume breaks it.
Watch:
•Break > $5 = momentum squeeze
•Lose $4.50 = flush to $4 fast
Otherwise… expect chop and burn into expiry.
#OPEN #OptionsTrading #MaxPain #StockMarket #DayTrading #Gamma #Stocks
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The $OPEN platform is performing much better now, and acquisitions are increasing rapidly going into the home buying season.
Just wait for the next 12 months.

Kaz Nejatian@nejatian
@Opendoor_God The underlying platform is in much much better shape (as you can tell from increasing acquisition numbers). Prioritizing is very painful.
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@JohnLogani Not hope. A serious position from my part based on what I see and calculate.
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My complete thesis why $OPEN stock should be worth between $10-15 dollars today:
Have in mind I am a buy and hold great business type of investor. So I am looking at what I think $OPEN should be worth 10 years from now.
Nobody can predict the future, not even insiders. This analysis is made by looking at the current $OPEN metrics, adding over time, and how that would effect the value of the company, resulting in a change of share price.
Okey:
1. Right now, all the metrics point to the fact that Opendoor is closing in on 6,000 quarterly home acquisitions by end 2026 under its Opendoor 2.0 model
At current average home values ($375k–$380k per home), this scales to roughly $9 billion in annual revenue.
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@nejatian @Opendoor_God Maybe he means “moving fast” is moving fast in terms of stock prices 😂
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@Opendoor_God The underlying platform is in much much better shape (as you can tell from increasing acquisition numbers).
Prioritizing is very painful.
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@JohnLogani @nejatian I’ll be buying more then too.
Everyone said it would go to $3 last time it dropped but it didn’t.
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Ooops. I did it again. 📈🤘
$OPEN
Our CEO is literally working for free. @nejatian we’re going to make you a billionaire.

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@forallcurious Fuck. The law of cause and effect must fail if there is no cause for the bigbang. Nothing can happen from lack of an initial cause. Those who don't believe in God, please stay stupid forever
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@TaoOutsider I only hold 2 assets. 60% $TAO and 40% $HYPE. Long term holder till $TAO $10K 🔥
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