我真係個外賣仔
2025-07-19 03:07:22
dilberry
•
15小時前
The idea is that:
OPEN made significant changes to staffing, purchasing, and general procedures
Highly dependent on interest rates - high rates = poor housing market = terrible sales = stock price gets lit on fire.
Stock is so beaten down, it has the room for a 2x (done), 3x (also done if you bought near the bottom), and speculated up to something crazy like a 100x play
The stock bounces every single time interest rates are mentioned by the President, or the Fed, or the Fed Chair. You can check it yourself on ChatGPT… 8-20% pop every single time he mentions Powell and the Fed / interest rates. Why? Well, the stock is going to absolutely pump hard if either Powell is removed or rates go down or both. Even if Powell remains on, his term as chair ends May 2026 and OPEN has something like 700m cash to work with. Their burn has reduced significantly and their earnings have shown improvement.
No guarantees here, but a lot of it makes sense. Earnings coming up is a huge wildcard.
Personally sitting on 48,000 shares and calls for Aug/Sept/ Jan 2027. Currently up 135% or so between the two.
即係等緊佢降息或暫炒條契弟?