Pacman

@TheStreet Key takeaways are not accurate and this is misleading. The statement below is false and is conjecture. This narrative does not arise in the CNBC interview. “A slow transaction market creates a direct challenge for Opendoor’s business model.”

Opendoor CEO warns housing market has stopped working Read more: thestreet.com/real-estate/op…

@financialjuice Or we will drop a bomb in the middle of their head!

US Vice President J.D. Vance: Trump urged us to "turn over a new leaf" to reshape ties with Iran

@financialjuice Yeah yeah yeah….yawn. Liar!

U.S. Vice President J.D. Vance: significant progress achieved in recent hours

@financialjuice What a joke…. “And if they don’t behave we’re gonna drop a bomb right in the middle of their head!!” DJT last week. Diplomacy at its best…

U.S. Vice-President J.D. Vance: Our goal is to jointly reshape the Middle East through diplomacy

Hubspot co-founder interviews $OPEN quasi-founder @nejatian. If after watching this you don't see how $OPEN eventually becomes a triple-digit stock, you should stick to Marvel comics movies. My kind of superhero changes the world one house at a time. youtu.be/9ZlmsA4Bzk0

That winning feeling 🍾

@ftr_investors Complete fantasy. Nonsense!

The global space economy could grow from $630B today to more than $3T by 2050 🚀📈 Here are the companies best positioned to benefit 👇 📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $SPCX | SpaceX (Starlink) $ASTS | AST SpaceMobile $IRDM | Iridium $AMZN | Amazon (Project Kuiper) $GSAT | Globalstar 🛰️ 𝗟𝗮𝘂𝗻𝗰𝗵 & 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB | Rocket Lab $RDW | Redwire $BA | Boeing $LMT | Lockheed Martin $NOC | Northrop Grumman 🛡️ 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 & 𝗦𝗽𝗮𝗰𝗲 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 $PLTR | Palantir $LHX | L3Harris $LMT | Lockheed Martin $NOC | Northrop Grumman $RTX | RTX 🌍 𝗘𝗮𝗿𝘁𝗵 𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 & 𝗔𝗜 $PL | Planet Labs $BKSY | BlackSky $SPIR | Spire Global 🌕 𝗟𝘂𝗻𝗮𝗿 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 $SPCX | SpaceX $LUNR | Intuitive Machines $RKLB | Rocket Lab $RDW | Redwire The space economy is still in its early innings. What's your favorite way to invest in the space revolution? 🚀👇

@Hedgeye Makes sense - the Dec spike was the tariffs, March was the oil (war), now the tariffs are gone and oil is easing off. However, lot of cap-ex, stock wealth, strong economy, low taxes….Warsh will distort numbers too so real Americans will get nailed even harder.

U.S. inflation expectations are collapsing

BREAKING: US margin debt jumped by +$112 billion in May, to a record $1.42 trillion. This marks the 2nd consecutive monthly increase, totaling +$195 billion. Margin debt has surged +$495 billion, or +54%, over the last 12 months. Adjusted for inflation, this metric rose +7.9% MoM and +47.4% YoY. Real margin debt has now grown +550% since 1997, far outpacing the S&P 500’s real gain of +357.7% over the same period. Market leverage continues to rise at a historic rate.

Goldman Delta-1 head Rich Privorotsky: "Lots of underperformance in hyperscalers yday. Everyone still appears convinced they must keep spending simply to remain competitive, while token cost compression/advent of neoclouds puts pricing pressure on core business. If token prices continue to compress alongside falling compute costs, the benefits may accrue to users faster than providers. Ironically, the first hyperscaler to signal that it can slow the pace of spending will likely see its share price rewarded. If that happens, others will take notice. That is the reflexivity that ultimately stalls the capex cycle… not a lack of demand, but investors deciding that incremental returns on the next dollar of spend are no longer attractive. Watch hyperscalers share price as leading indicator."

@DavidDJohnson @zerohedge Someone will spoil it when they are positioned to make a fortune….

@zerohedge I think most people on Wall Street know the answer but can’t spoil the party (yet)

Maybe the most important chart in the world: the AI arms race. The question whether a 10% "intelligence gap" which translates into a 90% lower cost, will determine if $5+ trillion in capital is being misallocated

@CR666666CR @operdoor2 @Opendoor It’s just a time lag. Volume up, need to be fixed up and sold. Overall market prices are firm anyway….nothing to worry about here.

@operdoor2 @Opendoor Very concerning.. .., need to sell what you buy or penny stock again…

Recently, the number of listings on @Opendoor has been steadily increasing, but pending and sold properties haven't kept up, which is a bit concerning. $OPEN

@Lord_Kaishin @operdoor2 @Opendoor @nejatian That’s a great idea….I’d be surprised if it wasn’t in place already (or close to it).

@operdoor2 @Opendoor They solved the supplies side by teaming with agent. Maybe they need to incentive agents to market for them in the buying side @nejatian

@budd545304 @operdoor2 @Opendoor No need to panic, I’m sure you saw the last results - the new cohorts were incredible against a tough backdrop. And every week that passes, opendoor learns more….

@operdoor2 @Opendoor hmm hope it's not a repeat of the past, where the company learned that it's easy to buy every house, but way harder to sell them

@I_am_o_body @operdoor2 @Opendoor Me two…where’s this chart available??

@operdoor2 @Opendoor May I ask where I can find this chart?

@HHGF99 @operdoor2 @Opendoor @nejatian I know I’m not Kaz but I would imagine that buyers were waiting for a rate cut. That may be off the table now so maybe those on the sidelines will now have to make the leap and just buy a cheaper or smaller home…

@operdoor2 @Opendoor @nejatian any reason for the slow sales currently?

Goldman: "the first hyperscaler to signal that it can slow the pace of spending will likely see its share price rewarded. If that happens, others will take notice. That is the reflexivity that ultimately stalls the capex cycle"

@morganb @lucmatheson @nejatian Mainstream channels still not getting it. No good questions asked, nothing mentioned about the incredible change unfolding at $OPEN, not given the opportunity to explain what Opendoor actually does….

.@nejatian on CNBC today bringing the 🔥

@BarbarianCap Nerds only…

"how is this even a thing"

$BTQ AND THERE IT IS!!

$BTQ looks like a pump before stock issue. Burned $8m in Q1, $12m left end Q1. Big ramp in activity, cash burn is probably over $10m perQ. Seems to still be pre-revenue. Market cap over $800m. This ramp in price is no coincidence. I sold yesterday. Would buy lower if it tanks.