Core Viewpoint - Eric Jackson believes Opendoor Technologies, Inc. could become the "Amazon of housing," highlighting recent management changes as a key factor for optimism [2][3][4]. Group 1: Bull Case - Major leadership changes, including the appointment of Kaz Nejatian as CEO and the return of co-founders Keith Rabois and Eric Wu to the board, are seen as positive developments for Opendoor [3]. - Jackson argues that Opendoor's business model can lower costs and simplify the home buying and selling process, similar to how Amazon transformed retail [4]. - There is a projection that Opendoor could first dominate the U.S. housing market before expanding internationally [4]. Group 2: Bear Case - A significant concern is the potential for prolonged high interest rates, which could negatively impact Opendoor's business [5]. - Jackson mentions a "risky transition period" due to Rabois' cost-cutting approach, which may lead to a smaller workforce [5]. - Future profitability growth is questioned, particularly how the company will transition from its first EBITDA positive quarter in three years to a sustainable profit model [6].

Opendoor在过去六日累计上涨312% Opendoor成散户新宠，周一延续逆天涨势，一分钟内成交近2600万股。分析师警示其涨势或难持续。 Opendoor科技公司（Opendoor Technologies Inc.）股价周一飙升至多121%，延续了上周逆天涨势，投资 者持续涌入这只突然受到散户交易员和社交媒体追捧的股票。 三位数的涨幅推动该股股价飙升至4.97美元，远高于过去几个月徘徊的1美元水平。尽管这家美国在线 房地产交易平台的股价随后回落（收盘上涨约43%），但仍实现六日连涨，累计上涨312%。 期权市场也为之疯狂。周一Opendoor股票期权的成交量超过340万份合约，较上周五的纪录增长两倍 多，其中约一半是本周五到期的期权，显示投资者押注短期波动。最活跃的4.50美元看涨期权平均交易 规模仅为11手，表明大部分交易来自散户投资者。 Opendoor在周一交易时段最后一小时曾因波动性而一度暂停交易。纽约时间下午3点后不久，Opendoor 一分钟内成交近2600万股，股价暴跌约1美元，随后交易暂停。恢复交易后，成交量仍居高不下。 Opendoor股价坐上过山车 波动能带来收益，也能带走收益， ...