Opendoor is best avoided because it is too correlated with the mortgage market, which is doing horribly right now. x.com 

Opendoor's record net loss undermines its investment case. Trailing net income has fallen to negative $1.521 billion, its worst level so far. x.com 

OpenAI's pre-IPO period will spur a meme-style rally in Opendoor shares. x.com 

Opendoor keeps losing money each quarter while cycling through CEOs. Its steep stock decline looks like capital markets disciplining a struggling business. x.com 

Opendoor's Q2 double miss shows housing transaction velocity remains heavily constrained, disrupting its turnaround and pressuring near-term EBITDA breakeven targets. Revenue rebounded 23% sequentially to $883M but fell 44% year over year, and EPS was -$0.17 against -$0.07 expected. With rates keeping home turnover frozen, its capital-intensive model faces ongoing margin compression until real estate volume stabilizes. x.com 

Markets can front-run a rate turnaround, favoring an upward swing in Opendoor. Its transformation and a turn in rates are both bullish catalysts, while long-duration Treasuries look to be bottoming. Opendoor's stock is holding its support area. x.com 

Opendoor will go nowhere until interest rates fall and home affordability improves. It has broken down from a Darvas box, while retail traders keep buying it because it is low-priced and was hyped toward $80 a share. x.com 

Opendoor combines an awful business, awful management, an awful board and awful shareholders. @qcapital2020 recalls the retail campaign that left thousands of bagholders, and Keith Rabois installing a Shopify executive as CEO while talking of a $100 billion company. x.com 

Opendoor has crashed enough and should fly once interest rates come down a lot. x.com 

Opendoor's shrinking revenue and persistent operating losses undermine Keith Rabois's claim that its metrics are solid. Revenue fell from $15.6 billion in 2022 to $4.4 billion in 2025; the S&P Capital IQ screenshot shows broker estimates for negative EBIT through 2028 and $1.96 billion in total debt. x.com  x.com