Apeshifter

@Nugget_Trades @instagram

LATEST⚡️: $OPEN finally showing signs of life on @instagram! What’s everyone thinking? Personally, feels slightly better than their old agency content… but still pretty far from hitting.

@Y_Malyarchuk can we get a link lol

New Opendoor content is live 🎉 $OPEN Army let’s ride Starting with the Watsons who bought, sold, and got a mortgage with Opendoor. Real customers. Full-circle story. 🏡

@jeffye888 @ieyasu_rose That’s going to be for awhile

@ieyasu_rose War needs to be settled, 10 year under 4 again, then we’re off to the races

Kaz is cookin’ 👨🏻‍🍳

@ssj2abid @nejatian @wwcapitalgroup @morganb @fahdananta i sold to open before; i need the buy function on any house. like amazon had 1 click buy option. open needs to do an open offer where they are my agent for buying. all the houses i want to buy is not on their platform lol

Yup, the market does not believe this at all though, They think $OPEN is going to fail and not sell homes at good margins hence the price it is at right now, Furthermore they also believe opendoor is hurt by macro, but I believe this will not be the case as many home sellers will flock to opendoor as the default platform to sell or buy homes, meaning it will be the sticky service people will use to do any real estate transaction (similar to how everyone uses Spotify for audio listening). Al it will not be dependent on macro because opendoors AI will get better and be instantaneously adaptive to whatever macro scenario we face.

On this April Fools’ day I want to take a moment to commemorate all the hilarious corporate M&A jokes killed by humorless lawyers.

@MartinShkreli @jw8c @RoKhanna how can we assist; donation page?

@jw8c @RoKhanna there's no way for him to pay me. i'm going to do a deep dive on his ass and we'll see what shows up

to all house dems, this can happen to you easily. imma tell you one time: don't fuck with me. @RoKhanna you fucked with me. that's against the aforementioned rules. so you next. everyone has a secret, a vice, a mistake. but not everyone has a determined enemy. tread carefully.

@ssj2abid @nejatian @wwcapitalgroup @morganb @fahdananta (800*52*400000)*0.07=1.16bil, at 20x multiple is about $22 per share; if we get lower rate then 25-30x multiple is justified. 30-35 per share.

@apeshifter95 @nejatian @wwcapitalgroup @morganb @fahdananta 800 a week consistently in acquisitions with proof they are being sold with good margins (5-7%) Then $OPEN re-rates 5-10x easily from here. These numbers should be visible by Q4 earnings if not earlier 🙏🏻 Hopefully Kaz can deliver exceptional results.

@ssj2abid @nejatian @wwcapitalgroup @morganb @fahdananta we need to wait till contact hitting 800/week

I'm telling you all. Q2 is the inflection for $OPEN The sales will follow the buy. Margins will improve over time. October best cohort at 10% margins, surely more cohorts will hit 5-7% All it takes is 800 homes sold per week ish + 5-7% margins for the re-rate. We are very very close. Everything is aligning perfectly. Do not forget the warrants. The bears will get roasted in a few months. Keep it up Kaz ♥️👌🏻

@urbnsteezus Nah, don’t need to, at 3 billion is good as zero

@apeshifter95 It’s going to $0 keep holding

Don’t worry bag holders. It’s about to get worse. $OpenDoor likes to drop to $4.70, thank you for everyone who bought more yesterday at $5.60 per share. You make it easy to short! Beautiful trade opportunity! #memestock

@TheMonkBob @NotTheirScript @Laurelknutson Maid is definitely better lmao

Medicaid didn’t cover basic blood work when a friend’s dad was sent to the ER confused and really out of it. They wanted to send him home to be comfortable with drugs. They did no blood work. My friend noticed his tongue was really red and swollen. Google said it was B12 deficiency. He fed him lots of eggs. He got better in 12 hours. He still has issues with memory. So what were you saying about our superior, perfect and advanced healthcare?

Canada told this man’s wife to kill herself with MAID because they had “no treatment” for her stage 4 ovarian cancer. They lied about HIPEC surgery. Lost her chemo requisition. Her oncologist never even met her in person. ERs sent her home with opioids while her lungs filled with fluid. So they evacuated her by ferry from Vancouver Island to Seattle. America got her into the system immediately. Started chemo. Gave her the surgery Canada said wouldn’t work. Every time she went back to Canada, she nearly died again, going septic in Canadian hospitals until her husband literally unplugged her from machines and evacuated her back to the US. They finally got him a green card in under three months with the help of a Congresswoman. Now they’re in Texas. His wife is heading into her THIRD remission. She squatted 175 lbs for five reps last week. Canada’s answer was death. America’s answer was treatment. That’s the difference. 🇺🇸

@wizardofsoho @AdamBLiv @rektmando And the market continue to let them raise sooooooooo…🧐

@AdamBLiv @rektmando ? They just issue stock. They don’t make Money.. they raise money, You know there is a difference right ?

Saylor has lost it with this logic. He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more. That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash. He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out. The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC. This is now a timebomb.

@nobrainflip People hate on btc maxi and that’s why they win lol; not an industry but btc only.

@Ppstocksbonds @nejatian It does; they are still valued as a fail Ibuyer. It takes one year to two years to prove they are not a fluke and then the real reprice happens and big fund will enter. Let’s watch.

@apeshifter95 @nejatian Markets do not have a choice if company reports good numbers. This is a turnaround bet on @nejatian . I wouldn't have touched this stock if he was not the driver. Let us see how this works out.

LibreChat is excellent. Such a great open source project.

@Ppstocksbonds @nejatian So what if he is aggressive; if the market does not like it will continue to go down. For the patient one then they will have bigger reward. Winning is not granted.

@apeshifter95 @nejatian 2 years!! I have heard from a few Shopify folks that Kaz is much more aggressive than that( beneath the calm demeanor). We will see how this pans out 6 months from now.

@Ppstocksbonds @nejatian i said short term aka within 2 years. it takes two years to build a great product.

@apeshifter95 @nejatian He does care about making Opendoor profitable, and if that still holds, the stock price will speak for itself. I agree it's frustrating to see other stocks fly and this one getting hammered.🫩

@Ppstocksbonds @nejatian He said he does not care about stock price short term. We could be at 1 dollar and he would care less.

@nejatian Kaz, Meta and Amzn all flying. I personally place you in the same league. I bought when you bought at 8. I am hoping we double that very soon. Good luck! Another bad day for the stock today, but I have decided to not monitor the stock price for some time.

@TMTLongShort Because they are irrational thus we need to inflict real economic pain. Like 1000% tariff on everything Canadian. There is no deal to be had except letting them know that they are a vassal.

I understand why the median Canadian can just ignore stuff like this because they believe it doesn’t impact their day to day and the cost of vocally opposing this is too high. What they don’t realize is the opportunity cost is way higher than they think. Because once this form of mental illness permeates the institutions of political power it becomes weaponized by sub-optimal decision makers. You have senior politicians scared to upset “sensitive” junior staffers. The cost to take bold action increases meaningfully because the perceived social cost of insulting someone sky rockets. Thats how you get Brussels and Europes lack of growth. It seems disconnected. It’s not. The chaos of the Trump admin and his seeming callous nature is exactly the environment that enables high IQ types to join, be heard and take action. The downstream impacts on your day to day life as a result are far more significant than you think. And they compound. The reason talented people don’t join “captured” institutions is because there is nothing a highly rational individual fears more than putting themselves at the mercy of irrational emotional terrorists. It’s intellectual death. I’m more scared of the she/her HR lady than I am of the guy with a machete casually walking around the favelas of Rio.

@AndreasSteno @Manhattva like in the movie " band of brother"; you salute the rank and not the man. the Europoors let their disgust of the orange man cloud their judgement. They are spitting on America and they are about to find out.

@Manhattva 100% bullshit. We have a much better public finances than the US

Europe is about to understand why they’ve been able to afford “free healthcare” for everyone.

@TFTC21 @MartyBent @NickNemo17 The fed can always buy it at par so nothing burger.

Cliffwater's Sharpe ratio is 3.75. Bernie Madoff's was 3.5, and Madoff chose his own number. "Address the mark-to-model risk. Launch an investigation. Oversee the regulators. If this kid is even 10% right, we have a major problem." - @NickNemo17

@wilwilson82 @jthemoderate @KurtSchlichter @JTLonsdale Mexico and snow Mexican next

@jthemoderate @KurtSchlichter @JTLonsdale Seems to be snow mexicans need to stay in their lane and be quiet when the adults are speaking. You do not get a say anymore.

The Europeans are not dealing with “a man.” They are dealing with the United States of America. The United States needed the most innocuous kind of cooperation from them. They denied the United States that cooperation. The implied argument is that their obligations within our alliance depend on whether they like the guy we chose as our president. “Sure, we’re allies…if we approve of who you elected.” Nope. We are not going to forget, and we’re not going to forgive. I’m indifferent to their excuses or their rationalizations. The United States of America needed their help and not very much help. They turned us down. That changes everything. And they aren’t going to like how it changes everything.