10X Investments

@NoLimitGains @nejatian @morganb @Opendoor hopefully you are targeting this search This link below comes up high on search but it should be a link to encourage the user to sell through Opendoor with a clear call to action opendoor.com/articles/cant-…

🚨 Google searches for “can’t sell house” have just hit a new all-time high. Get ready for lower house prices.

@FuturisticKab @nejatian How is supporting your country politics? 🤦‍♂️

@nejatian Businesses should stay focused on business and steer clear of politics. As a shareholder, the last thing I want is the company doing extracurriculars that give customers or investors a reason to pause or worse, walk away. Keep the focus on building value, not distractions. $OPEN

Opendoor's aim is to be the most pro-American family tech company. That's why every Opendoor home will come with an American flag and a flag pole.

@morganb @JonMachinist @nejatian @lucmatheson @fahdananta @paras_doshi @yang_guo @laurenkthurston @Y_Malyarchuk 💯 The vast majority of homeowners should at least go to @Opendoor to get an offer @morganb I can’t stress enough how important it is that $OPEN conveys the cost savings though, as most sellers just look at a house for house price comp and that will lead to missed conversions

@JonMachinist @nejatian @lucmatheson @fahdananta @paras_doshi @yang_guo @laurenkthurston I love this - we talk about how Opendoor offers should be a smart first step for every homeowner whether you take it or not - it's free, so you should have one in your back pocket no matter what. cc @Y_Malyarchuk

$OPENDOOR $OPEN Crazy Idea for the Day -Smart People Campaign - Just like title says, get as many smart people to do quick ads , photos/videos , saying “ an OPENDOOR move is just easier” @nejatian @morganb @lucmatheson @fahdananta @paras_doshi @yang_guo @laurenkthurston @Y_Malyarchuk @iamjohnbaiano @VintageGems203 @Anderson_2155 @BestTweets82 @Davo0820 @LloydReeves13B @CapitanSteveo

@elonmusk You’re the man, @elonmusk. If you win, please ensure the money goes to an actual charity that would actually help people. Do any even exist?

Btw, the proceeds of any legal victory in the OpenAI case will be donated to charity. I will in no way enrich myself.

@bullclub777 That is such a dumb post it hurts to read. If that’s what you think $SOFI is then you are and shouldn’t be commenting about the company stock because you just look silly. Take a couple hours to read about what they’re doing and then see if you still believe that tweet.

$SoFi is trading at 29x forward earnings while actual banks trade at 9x. You’re paying a 200% markup for a bank that gives you a cool app interface and a stablecoin that literally nobody asked for. Congratulations, you bought a $20B checking account.

@heykayadams @THEPLAYERS @heykayadams I love you. Hot and cool. Whoever ends up with you is a lucky man…

buffalo trace private label old fashioned was THE move. 👏 @THEPLAYERS

@VP @WhiteHouse @VP I’m a big supporter but when will we see anyone held accountable. We know what’s happening in Minnesota, and in California, Illinois and New Jersey, it may be even worse among other states. We need to see action and I’m hoping we’re headed towards that outcome

VP Vance shames radical left Dems who ran cover for fraudsters and criminals: “How disgraceful is it that Democrats allowed a program that was meant to help needy American children to go to Somali illegal aliens? The President of the United States stopped it.”🔥

@YodaStockInvest Patience

What do you think is your best investing habit?

@therogerraccoon @elonmusk Completely incorrect, and the Democrats have fooled you to believe this. If you are already a registered voter, nothing changes. And please review the research that over 80% of Americans want this past so this shouldn’t be up for debate.

@elonmusk @elonmusk what do you say to the 140 million Americans who don't have a passport (generally the less wealthy) and would be barred from voting?

Failing to pass SAVE is an act of high treason against the people of America

@DukeInvests @Opendoor @nejatian @morganb @dangreenoh Amazon wasn’t profitable for the first 20+ years of their existence. We’re waiting on this view to shape for $OPEN but I have no doubt that they are going to find ways to improve their GM meaningfully over the next year+

@NextTenBagger @Opendoor @nejatian @morganb @dangreenoh Been thinking about this for months—reading 10Ks, articles, etc. Deciding if I want to size up in OPEN (5-7 year hold). I want to understand where the margins will come from. I’ve heard Kaz say “the Amazon of real estate.” AMZN has 48% gross margins. Any helpful insights on GM?

Dear @opendoor (cc @nejatian @morganb @dangreenoh) I'm a shareholder and genuinely bullish on Opendoor's ability to disrupt real estate transactions, but disruption and profitability are two very different things, and I'd love some clarity on the path to the latter. Here's what I'm wrestling with: IBuying is inherently a thin margin business, and you've been transparent about wanting to be a high-velocity market maker with tight spreads. I respect that vision. But the math only works if ancillary services — title, escrow, mortgage — carry real margin weight. As far as I can tell, that's always been the thesis for why the bundle matters. I've read your mortgage rate explanation, and I get the vision. You're doing to mortgage what E*TRADE did to stock trading and TurboTax did to taxes — eliminating the legacy cost structure through automation and AI, and passing those savings to buyers instead of pocketing them. That's a compelling consumer proposition! But here's my question as a shareholder: if IBuying runs on thin margins by design, and mortgage is structured to pass savings to consumers rather than generate margin for Opendoor, where does the meaningful margin actually come from? Title and escrow help at the edges, but I'm struggling to see what the high-margin wedge is in the long-term model. A few specific things I'd love management to address: 1. Is the thesis that Opendoor ultimately succeeds as a high-volume, single-digit gross margin business, and if so, what does the unit economics picture look like at scale? 2. Will mortgages be held on the balance sheet or sold? That changes the risk and return profile significantly. 3. Is there a future services layer — beyond title, escrow, and mortgage — that's intended to be a genuine profit center? I'm bullish on the team and the model, but I want to understand the explicit plan for how margin builds over time, not just how costs come down for consumers. Would appreciate hearing management's long-term margin architecture laid out plainly. I don't think I'm the only shareholder asking. Sincerely, $OPEN Shareholder

@TheStockerMan 💯

@NextTenBagger Exactly. If this was a $SOFI-specific break in fundamentals, I’d care a lot more. But this feels way more macro / sentiment driven than thesis driven.

$SOFI being down ~45% from its November 12, 2025 ATH of $32.21 makes zero sense to me. The business is arguably performing the best it ever has: - Q4 adjusted net revenue hit a record 1.01B, up 37% YoY. - Q4 GAAP net income came in at 174M. - Full-year 2025 adjusted net revenue reached 3.59B. - Members grew to 13.65M. - Products grew to 20.17M. - Management guided for ~$4.66B in 2026 adjusted net revenue with ~$1.6B adjusted EBITDA. So the stock is massively below highs… while revenue, profitability, members, products, and guidance are all at/near records. That disconnect is exactly why I stay confident here. And a big part of that confidence is leadership. Anthony Noto keeps doing what great CEOs do: execute, scale, diversify the business, and then raise the bar again. At some point the stock price catches up to the company. $SOFI is not a weaker business than it was at ATHs… It’s a much stronger one.

@BernieSanders I don’t know how you sleep at night at @BernieSanders You are one of the most corrupt piles of you know what that exist in the world and you put a front on like you give a shit about people There’s a special place waiting for you in…

Want to know why Congress is doing nothing on AI? AI oligarchs have already spent over $185 million buying politicians this year. There it is. It’s no more complicated than that.

@adamnash @pitdesi @adamnash you’re missing the key point. If you’re broke and still ordering on DoorDash, it is a direct sign that you are lazy and unintelligent. It’s that simple. In a minute you could see spending $40 vs. $25 going to get it yourself and if they still proceeded to order…

@pitdesi … this is a very common pattern. People are not broke because they spend too much on DoorDash. Much more likely the type of person who makes bad financial decisions is both broke and spends too much on services, like DoorDash.

Broke millennials spend the most money on DoorDash theargumentmag.com/p/whos-really-…

@davematthewsbnd @grok what venue is featured in this picture

Some venues just feel different. Which one is your favorite to see DMB?

@morganb @laurenkthurston Make sure to block @marcuslemonis so he doesn’t see this as it’s upsetting him greatly. Love the @Opendoor mission and team that genuinely seems to believe in this mission to help homeowners. I’ve been an investor since 2020. Keep up the great work, $OPEN

For a lot of Americans, it's never been harder to buy a home and never been harder to finance one. Opendoor is here to change that with lower costs, a faster process, and less friction at every step.

@nejatian @rabois Keep crushing, @nejatian! Revenge is a dish best served cold and silence is the best response when you've proved them wrong…

@rabois No one will use this thing you've built! And everyone will use it so much you will lose lots of money! And even if you don't lose lots of money, it is a bad idea because I can't easily copy it!

I'd forgotten that our Early Move In feature was the first thing everyone was sure would fail, lose us a bunch of money and that no one would want. We need a name for this where all the experts are sure the thing we launch will fail, lose money, and get used by no one.

@marcuslemonis @Nbusiness1990 @marcuslemonis is crying like a baby. Embarrassing stuff. Something else going on there…

@Nbusiness1990 It’s a buy down. Period

All the "experts" claiming it was impossible, it was a gimmick or buy down. All of you report here and apologize for acting like patchtic children, you too @marcuslemonis

@marcuslemonis @dangreenoh @marcuslemonis for someone that established a partnership with $OPEN and has been an outspoken supporter, you have become very negative around what they’re trying to accomplish with mortgages. Very odd behavior, leads me to believe you have other interests that are impacted here

@dangreenoh False

Opendoor is getting attention for offering mortgage rates that look "below market" and I want to talk about it. This isn't some magic trick. It's actually pretty basic. Here's how we do it: Opendoor mortgage rates aren't marked up. The end. See, when people talk about "market rates" for mortgages, they telling you about the rates they see online from their lender, or from Mortgage News Daily, or some other source. Remember: those rates include 350 basis points of markup on average, based on self-reported data to the Mortgage Bankers Association. 350 basis points is not nothing. As a rough rule of thumb, every 100 basis points markup raises a consumer's mortgage rate by 0.25 percentage points. So, let's all acknowledge that "market rates" in mortgage reflect 350 basis points of markup, which raises a customer's mortgage rate by roughly 0.875. Opendoor changed that. Our mortgage rates are what happens when you take that markup out. It's like what E*TRADE did for stocks. In the 1980s, the market price of a stock was whatever its price was plus whatever your broker charged. It's why every broker had a different price. Today, the price of a stock is the same everywhere. So if Opendoor's mortgage rates look "below market" to you, they're actually not. This is just the first time you're seeing mortgage rates without a massive markup. More here: opendoor.com/articles/why-m…