Author

@nejatian nejatian

grade Bx.com/nejatian ↗

Opendoor CEO running transparent primary-source operational commentary on a single stock

Acts as corporate IR/founder voice for Opendoor, posting ope

trader score
+1.69
hit rate
60%
mean α
+1.00%
signals 14d
18

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 60% hit rate, +1.00% mean alpha, trader score +1.69. Their last-14d mentions, direction-adjusted, have moved +11.0% since posting (mean over 13 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30OPEN@nejatian+0.20Opendoor executive says company supported housing-affordability efforts and will tell that story someday.+6.1%
2026-06-30OPEN@nejatian+0.20Opendoor executive says the company is bad for industries trying to raise homeownership costs.+6.1%
2026-06-29OPEN@nejatian+0.35Opendoor exec says job applicants are up more than 20x in seven months while HR shrank.+6.5%
2026-06-29META@nejatian+0.25Praises WhatsApp as exceptional and notes encryption was added after Facebook acquisition.+3.6%
2026-06-26·@nejatian·AI Ops anecdote claims automation removed 25 hours per day of human toil.·
2026-06-24·@nejatian·Bearish on most SaaS companies that rely on price increases and seat penetration.·
2026-06-24OPEN@nejatian+0.10Mentions buying a home from Opendoor as company strategy.+14.5%
2026-06-24OPEN@nejatian+0.15Opendoor leader says half of engineering leadership meeting are ex-YC founders.+14.5%
2026-06-24OPEN@nejatian+0.35Claims Opendoor has improved from consultant-led dysfunction and recruited YC founders.+14.5%
2026-06-24OPEN@nejatian+0.45Says Opendoor is almost an entirely different company than six months ago.+14.5%
2026-06-24OPEN@nejatian+0.35Opendoor reduced time to usable interface by 50% on biggest product surface.+14.5%
2026-06-23OPEN@nejatian+0.25Opendoor executive praises housing affordability policy progress.+16.7%
2026-06-23TSLA@nejatian+0.25Author says he is buying a Tesla specifically to support Elon.+3.1%
2026-06-22OPEN@nejatian+0.25Says many YC S14 alumni now work at Opendoor.+14.5%
2026-06-22OPEN@nejatian+0.30Opendoor announces Vu Tran joining as Chief AI Officer.+14.5%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.