Atlas In

That's the plan. Everything we are doing is to be able to have 2027 Opendoor look like a very different company. We've made a lot of progress in the last 12 months. We just need to get ourselves to where we need to be for 2027.

$OPEN JUST DROPPED ONE OF ITS STRONGEST OPERATING UPDATES YET. 🔥 This isn’t one bullish metric. EVERYTHING moved in the right direction. Acquisition Contracts: 477 → +34% WoW → Previous week implied: ~356 → Previous year: 126 That’s roughly +279% YoY — 3.8X last year’s level. And then comes resale execution. Q3 Resale COEs finished at 2,728 vs. 2,653 last year. But the acceleration into quarter-end is what really caught my attention: Sep. 19: 2,314 COEs Sep. 30: 2,728 COEs That’s 414 additional closings in just 11 days. → 37.6 closings/day Compare that with the Q3 pace through Sep. 19: → 28.6 closings/day That’s roughly a 32% acceleration in daily closing velocity into the end of the quarter. And remember: Opendoor explicitly warns that closing recordings can be delayed, meaning transactions recorded after a period closes are reflected when recorded. Then there’s arguably the most important quality signal: RELATIVE CLEARANCE: 1.27x Opendoor is now clearing homes 27% better than the MLS. This matters. They’re not just acquiring more homes. They’re acquiring at dramatically higher volume while simultaneously moving inventory faster than the underlying market. 477 contracts. +34% WoW. ~+279% YoY. 2,728 Q3 resale COEs. ~32% acceleration in closing pace into quarter-end. 1.27x relative clearance. Acquisition velocity ↑ Resale velocity ↑ Market-relative performance ↑ This is exactly the operating flywheel bulls have been waiting to see. $OPEN isn’t showing one isolated improvement anymore. The entire machine is starting to accelerate. 🚀 Data: Opendoor Accountable⁠

$OPEN possible breakout on the daily see if she holds