Live thesis infrastructure for Opendoor (OPEN): a weighted 1-10 Long Thesis Score from five sourced layers, plus OPEN-specific modules — a direct housing read (10Y/30Y rate proxy + OPEN's own transaction velocity, with national housing series flagged as blind spots), OPEN unit economics, Narrative Re-rate vs Operating Proof, a Score Move Explainer, squeeze/short-interest awareness, and a Narrative Inputs ledger that logs user-supplied hypotheses and tracks each refresh for conversion from narrative support into operating proof. Tracks the thesis, not a position. Refreshes every 6h.