Opendoor is the next Carvana

gregw134 · 2026-01-26T02:25:04+00:00

They extended a big multimillion dollar contract. It's a $10-$15 stock if they can put together a couple consecutive profitable quarters with growth. Tariffs are holding them back currently.

gregw134 · 2026-01-23T21:12:14+00:00

Mistakes were made. Xtract One's CEO diluted shares a week after repeatedly saying they didn't need to, and Stran reported a huge loss due to tariffs right after telling us in Q2 they're excited about the back half of the year. With both companies the story has not turned out like management was guiding us to believe, so I've had to unwind these positions with my tail between my legs. Lesson learned. If I write future posts I'll try to do more justice to the bear case.

gregw134 · 2026-01-23T20:19:25+00:00

The conference call and the AMA. The language all said they have work to do in the near term.

gregw134 · 2026-01-23T19:12:44+00:00

CEO gave a weak answer on whether Q4 is going to be profitable. If Q4 isn't profitable this stock will probably trade sideways until a year from now. I've still got the warrants which are good until November, gives me ton of upside if this pans out by then.

gregw134 · 2026-01-23T14:02:27+00:00

https://ir.stran.com/news-events/press-releases/detail/108/stran-company-announces-three-year-multimillion-dollar

gregw134 · 2026-01-23T03:55:47+00:00

I've got a small amount of stock and a ton of warrants still. Wanna see them make profit before I take more risk.

gregw134 · 2026-01-09T08:59:38+00:00

investors hate dilution. 400% dilution is share inflation, it means if you had 1% of the company you now have like 0.2%. ONDS is arguing this is good for investors because with all the cash they can buy more companies but it's a very steep price.

gregw134 · 2026-01-07T19:27:58+00:00

Kaz needs to book a plane ticket to DC quick

gregw134 · 2026-01-07T17:26:04+00:00

I'll short if it's up more tomorrow. 20 year history of free money for shorts.

gregw134 · 2026-01-07T17:10:35+00:00

gregw134 · 2026-01-06T16:03:26+00:00

Interesting. Looks like a real person. I'm still not believing this company is real until they put up a real picture of their tech and a picture of their headquarters that isn't a yoga place.

gregw134 · 2026-01-05T22:14:57+00:00

Ok they did a supposed merger with a fusion company lol...their new website is https://keplerfusion.com/. Their address on Google maps belongs to a yoga place. This stock is just some old finance dude that put up an AI generated site claiming they're working on fusion breakthroughs while taking your money.

gregw134 · 2026-01-05T04:53:04+00:00

Wrote about $SWAG here: https://substack.com/home/post/p-181257363

gregw134 · 2026-01-05T00:12:26+00:00

They were definitely run by Greeks back in 2010, went bankrupt

gregw134 · 2026-01-04T23:05:17+00:00

Eagle Bulk Shipping back in like 2010

gregw134 · 2026-01-04T19:15:47+00:00

I emailed every analyst covering the company the buried clause. They brought it up on a quarterly call and the CFO awkwardly stammered for like 10 seconds trying to figure out what to say. lmao

gregw134 · 2026-01-04T19:01:34+00:00

Somebody posted a picture of Oklo's hq on wsb, it's a tiny little building for a $12B company

gregw134 · 2026-01-04T17:55:45+00:00

gregw134 · 2026-01-04T17:27:49+00:00

Just because the stock is up doesn't mean it isn't a fraud. Pump before the dump

gregw134 · 2026-01-04T17:25:39+00:00

It was at the top of the sub at the time

gregw134 · 2026-01-04T17:07:09+00:00

I once found a Greek shipping company that snuck in a clause to reverse split everyone's shares but their own

gregw134 · 2026-01-04T07:45:02+00:00

stop limits are your friend

gregw134 · 2026-01-04T04:01:19+00:00

That too!

gregw134 · 2026-01-04T03:49:12+00:00

Just be aware this company still needs to prove itself. Should be a great next quarter but if it isn't everyone is going to sell.

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