Core Viewpoint - The US housing market is showing signs of recovery, with expectations for a shift that could benefit companies like Opendoor Technologies and Better Home & Finance [1][2][7] Company Insights - Opendoor Technologies has seen a significant stock price increase, rising from $0.53 to over $10 in less than three months, driven by investor interest and market dynamics [1] - The company operates as an "ibuyer," providing cash offers for homes and facilitating transactions, which is crucial for homeowners needing quick sales [4][5] - Jackson believes Opendoor can capture a larger market share, potentially reaching 10% of all real estate transaction volume, similar to Tesla's initial market share goal [5][6] Market Dynamics - The current mortgage rates in the 6%-7% range are viewed as unsustainable, suggesting a potential shift in the housing market that could lead to lower rates [2] - Jackson emphasizes the importance of liquidity for distressed homeowners, indicating a growing need for services that can expedite home sales [5]