Mike Romano
4.9K posts

Mike Romano retweetledi

I’m optimistic heart disease as a cause of death will vanish in the coming decade
Eric Topol@EricTopol
Just published @NEJM Marked and durable reduction of LDL cholesterol with one shot PCSK9 gene base editing @skathire nejm.org/doi/full/10.10…
English
Mike Romano retweetledi

@TheRonnieVShow Should be better ways to play a housing market recovery than $OPEN no?
English
Mike Romano retweetledi

I’m seeing $NBIS bulls say “see they’re not fully integrated!!”
I love to troll $IREN but in what world should they make their own liquid cooling lol….
This is still vertical integration…
Daniel Roberts@danroberts0101
Childress. Liquid cooling online.
English
Mike Romano retweetledi

The $OPEN stock went from ~$1 to $11 and is now ~$4.50.
The business has never been in better shape and the stock is 60% cheaper than its recent peak.
Kaz has been CEO for 8 months. Look at what has happened in that time:
→ Cohort margins went from negative to 6%+ (best in company history)
→ Contribution per home: $4,000 → $17,000
→ Aged inventory: 51% → 10% in two quarters (overall market sits at 33%)
→ Gross margin at 10.0%, the best since Q1 2022
→ Fixed opex halved from $66M to $33M, headcount from 4,800 to 1,042
→ Adjusted opex down 25% year over year
→ Contracts ramped from 120/week to 655/week, a 5.5x increase
→ Homes turning 3x faster than the market
Products launched in 8 months:
→ Velocity OS, the rebuilt AI pricing engine that powers everything
→ Mortgage product live in Colorado, expanding to ~40 states by Q3
→ Cash Now, More Later and Cash Plus (now 35% of volume)
→ Agent integration via RealScout with 100,000+ agents
→ Doma acquired for title and escrow in-house (5 hours to 15 minutes with AI)
→ Audrion acquired for AI talent
→ Coinbase CEO hired as President
Forward guidance:
→ Q2 2026: EBITDA breakeven, 6% contribution margins, 25% revenue growth
→ Q4 2026: Adjusted net income positive
→ As of April 1st, EBITDA profitable on a 12-month go-forward basis
All of this in the worst housing macro in a decade. And the macro is now showing signs of improving with pending home sales at the highest level since September 2022.
The business today is materially better than it was at $11. More products. Better margins. Higher volume. Clearer path to profitability.
Insiders are buying with their own money at these levels. When the people building the company are putting their family's cash into the stock, it might be worth paying attention. Just a thought.
I've increased my position significantly during this pullback. When the business is getting better and the stock is getting cheaper, that's not a problem. It's a transparent opportunity.
Patience and conviction.
nfa, long $OPEN 🏠
GIF
English

30% of people are obese in Canada with studies suggesting 70% are overweight. This is not a small market. $HIMS
Trav@hypergrowth102
🥵 $HIMS
English
Mike Romano retweetledi

@MikePLTR All my other holdings have ran so much in 2026 that $ONDS is no longer in top 10 😅
English

Current portfolio:
$TSLA $PLTR
$IREN $HIMS
$SOFI $ONDS $OPEN
I have to move my RRSP so I’m currently considering selling out of $TSLA in my daily account and going with a pure long term play by adding to $TSLA biweekly in a RRSP for years to come.
Would also free up quite a bit of cash for me to dive even deeper into my remaining 6 stocks! 🫡
English

Just finished listening to this interview from $SOFI @anthonynoto
Incredible! So excited to continue investing in this great company. Future is definitely bright!
@CeoOndas you need to get on this podcast! $ONDS
Basis Points@basispointpod
$SOFI "Does it bother me the stock is down as much as it is year to date? Yeah, it f****** bothers me a ton. At the end of the day, we're being held to a high standard. I've accepted that responsibility and I'll work my butt off to make sure we deliver on it."
English
Mike Romano retweetledi

Great conversation. Appreciate how much time you spend on @Sofi . Thank you @stevenfiorillo and @amitisinvesting for having me on @basispointpod!
Steven Fiorillo@stevenfiorillo
It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!
English
Mike Romano retweetledi
Mike Romano retweetledi
Mike Romano retweetledi

🚨 BREAKING: $ONDS IS A PRELIMINARY ADDITION TO THE RUSSELL 2000 INDEX 🚨
Ondas has officially joined the preliminary Russell 2000 list as of today, 5/22/2026.
Joining the Russell 2000 index is a major milestone that increases institutional visibility, liquidity, and long-term investor awareness.
Inclusion can mean:
• Increased exposure to institutional investors
• Potential buying from index funds & ETFs
• Higher daily trading volume
• Greater credibility in the public markets
• Expanded analyst and media coverage
• Recognition of growth and market-cap expansion
Congratulations @CeoOndas and team!
$RUT $IWM

English













