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**3) The business mix shifts from steel to software.** OPEN’s own words: it’s evolving to “**serve many more sellers and capture capital-light revenue streams**” via agent-led distribution and marketplace-style options (think instant offer *plus* listing rails, referrals, and B2B buy-side pipes). That’s margin mix shifting from low-teens gross to **software/marketplace-like** take-rates on GMV. [Opendoor](https://www.opendoor.com/articles/2025-second-quarter-financial-results?utm_source=chatgpt.com) **4) Unit economics already turned a corner.** In **Q2’25**: **$1.6B revenue**, **$128M gross profit (8.2%)**, **$69M contribution profit (4.4%)**, and **first positive Adj. EBITDA since 2022**. It’s not victory—but it *is* a working chassis to scale. Guidance later dipped for Q3 (seasonal + mix), but the core signal is: OPEN can print positive unit-level margins in a bad market. [Opendoor+1](https://www.opendoor.com/articles/2025-second-quarter-financial-results?utm_source=chatgpt.com)

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I think fast-casual names like SG, CMG, and CAVA could be setting up for a rebound. All it may take is one strong earnings report - whether it’s driven by unit growth, improved traffic, or margin recovery to spark a move higher, with the rest of the group likely to follow in sympathy. Options are cheap right now, which makes calls particularly attractive at these levels. CMG is severely oversold and it bounced off a major support line from '23 today.

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AVGO's 2025 AI revenue is $20 billion Hock Tan received a performance stock unit award of 610,251 shares of common stock as part of a recent contract extension. The award will fully vest if Broadcom reaches $90 billion in revenue from its AI products over any consecutive four-quarter period from fiscal 2028 through fiscal 2030 That award will double if Broadcom earns $105 billion in AI revenue and triple if revenue totals more than $120 billion. Should Broadcom fail to hit $60 billion in AI revenue during the period, Tan would forfeit the entire award. Payouts vary incrementally between those levels. As of Tuesday’s close, the shares would be valued around $205.5 million. Compare that to a $1 trillion pay package that Elon Musk needed lol 🤡

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Alibaba has started training smaller models with its Zhenwu processing unit, while Baidu has experimented with its Kunlun P800 chip. However, Alibaba and Baidu are both still heavily reliant on Nvidia's processors for training their most advanced models. The sources said the most advanced Zhenwu chip performs moderately better than Nvidia's A100. The A100 was released in 2020. So Chinese chips are 5 years behind Nvidia's

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Redcat will never become the market leaders Kratos and Aerovironment are in their respective slices of the market. The type 1 and 2 UAS market will be flooded with competition, and a sub 1000 unit purchase for tens of millions for small drones is both too expensive and mediocre in size for actual capability. This is LRIP for testing at a school house, nothing more.

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In this case though raw AI compute is fungible like any commodity, one unit of computing is one unit of computing wherever the sausage came from. And when you buy it you use up power and hardware, like any resource commodity. The question is if their non fungible services would survive whatever financial damage came from not valuing correctly their compute sales contracts, specially if the later started to dwarf the former. If not then it'd go to zero.

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