MASSIVE week for $OPEN coming…

First people chase money. When they get a trillion, they chase power. When they have money and power, what’s left?

$IREN is the next Palantir

We built a thing. Turn your home into a tiny diorama, Wes Anderson scene, or retro video game world. Can you guess this famously fresh TV home? Try it free: fun.opendoor.com

TikTok down cuz US owns it #tiktokdown

TikTok is so slow now

$IREN popped off today

this red day is just 1 day out of the hundreds of green we experienced, were fine

This was a real quarter for $IREN. Not because of price. Not because of hype. Because the language changed — and the numbers finally backed it up. • $3.6B GPU financing at <6% • 95% of GPU capex covered • Power scaled to 4.5GW • Microsoft contract shifting from announcement

Zillow disappointed. That doesn’t tell you what OPEN will do next week. Different model. Different risk. Different earnings. Day 178.

All of this. Sherwin Wu is an OG Opendoor PM. We still use much of what he built in our pricing land. He is helping Opendoor succeed while working at OpenAI. This feels like an Open to Open alleyoop.