Western Union Company (WU) comments on Wallstreetbets, Twitch and 4chan

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WU

Western Union Company

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About Western Union Company

The Western Union Company is a global leader in cross-border, cross-currency money movement and payments. Western Union's platform provides seamless cross-border flows and its leading global financial network bridges more than 200 countries and territories and over 130 currencies. Western Union connects businesses, financial institutions, governments, and consumers through one of the world's widest reaching networks, accessing billions of bank accounts, millions of digital wallets and cards, and over half a million retail locations. Western Union connects the world to bring boundless possibilities within reach.

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Wu Tu Long

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**5) The math to $120 (one credible path).** * **Marketplace/agent-led GMV**: assume OPEN builds a national seller funnel and intermediates **\~$150B GMV** within a few years (a mid-single-digit share of a \~$2T+ existing-home market—i.e., not crazy if their top-of-funnel wins). With a blended **\~1.5–2.0% take-rate**, that’s **$2.3–3.0B high-margin revenue**. * **Core iBuyer flywheel**: run a **leaner balance-sheet** book at **$40–60B resale GMV** with **4–5% contribution margin**, yielding **$1.6–3.0B** of contribution profit before Opex. * **Attach** (title/escrow, warranties, marketplace ads, partner rev share): **$0.5–1.0B** revenue if attach rates rise with an agent-led ecosystem. Put together, you can plausibly frame **$5–7B revenue** with **20–25% EBITDA margins** (because more of that revenue is capital-light). That’s **$1–1.8B EBITDA** *before* any mania. A platform rerating at **25–35× EBITDA** or **12–15× sales** (for a period) gets you into the **$60–100B** EV zone—i.e., **share price with a “1”**. (Yes: execution heavy. Yes: possible with this mix.) *Anchors for realism:* size of the US resale market, the just-reported contribution/EBITDA turn, and OPEN’s explicit “capital-light” push. [National Association of REALTORS®+1](https://www.nar.realtor/research-and-statistics/housing-statistics/existing-home-sales?utm_source=chatgpt.com) **6) The squeeze-y accelerant.** Right now, shorts still sit at **\~23–26% of float** (Aug 29–31 print). If borrow remains available this stays momentum-led; but **if** CTB tightens while the story improves, you get **forced buyers** on top of retail “Open Army” call-flow. That’s how valuation overshoots *toward* $120 before fundamentals fully catch up. [Yahoo Finance](https://finance.yahoo.com/quote/OPEN/key-statistics/?utm_source=chatgpt.com) **7) Why this isn’t fantasy.** * The **team** just changed in exactly the way a marketplace pivot needs. [GlobeNewswire](https://www.globenewswire.com/news-release/2025/09/10/3148276/0/en/Opendoor-Names-Kaz-Nejatian-as-CEO-Founders-Rabois-and-Wu-Rejoin-Board.html?utm_source=chatgpt.com) * The **macro** is finally blowing the right way (rates). [Freddie Mac](https://www.freddiemac.com/pmms/pmms_archives?utm_source=chatgpt.com) * The **model** already printed positive Adj. EBITDA in a rough quarter, proving it can work *at small scale*. [Opendoor](https://www.opendoor.com/articles/2025-second-quarter-financial-results?utm_source=chatgpt.com) Scale the mix toward capital-light fees and keep underwriting tight, and the market will happily pay tomorrow’s multiple on today’s slope.

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# The $120 thesis in 7 moves **0) Sanity check the target.** At **$120/share** and \~**729–736M** shares out, OPEN = **\~$85–90B** market cap. That’s the bar we have to clear with fundamentals + narrative. [CompaniesMarketCap](https://companiesmarketcap.com/opendoor/shares-outstanding/?utm_source=chatgpt.com) **1) Macro door re-opens.** Mortgage rates just broke lower to **\~6.35%**, the biggest weekly drop in a year (Freddie Mac). When financing thawed in other cycles, **transactions** (not prices) recovered first. If existing-home sales grind up from \~**4.0M SAAR** toward **5.0M+**, you expand the pond OPEN fishes in—more would-be sellers, more inventory, more spreads, more fees. [Freddie Mac+1](https://www.freddiemac.com/pmms/pmms_archives?utm_source=chatgpt.com) **2) Founder/“product CEO” reboot = rerating fuel.** You just swapped in **Kaz Nejatian (ex-Shopify COO)** as CEO, with **Keith Rabois (chair)** and **Eric Wu** back, plus **$40M** insider cash (Wu + Khosla). That’s credibility + a clearly stated “**AI-powered real-estate platform**” mandate—exactly the kind of story the market will pay up for *if* execution follows. [GlobeNewswire+1](https://www.globenewswire.com/news-release/2025/09/10/3148276/0/en/Opendoor-Names-Kaz-Nejatian-as-CEO-Founders-Rabois-and-Wu-Rejoin-Board.html?utm_source=chatgpt.com)

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New CEO is the ex Shopify COO of 6 years. Two founders rejoined the board. Eric Wu and Keith Rabois. 41 million dollar injection through Khosla Ventures at a private offering. New CEO gets paid $1 salary and gets stock unlocked at certain price targets with the highest lock being at $33. Do you think these three dudes would join a company that’s going back down to mere cents? Personally I believe Eric Jackson that this thing is going to $82. Too many tailwinds and catalysts ahead and it’s got a cult like following.

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and I don't know what expiry means fully? I bought stock. Chat gpt is letting me fantasize about 120. # The $120 thesis in 7 moves **0) Sanity check the target.** At **$120/share** and \~**729–736M** shares out, OPEN = **\~$85–90B** market cap. That’s the bar we have to clear with fundamentals + narrative. [CompaniesMarketCap](https://companiesmarketcap.com/opendoor/shares-outstanding/?utm_source=chatgpt.com) **1) Macro door re-opens.** Mortgage rates just broke lower to **\~6.35%**, the biggest weekly drop in a year (Freddie Mac). When financing thawed in other cycles, **transactions** (not prices) recovered first. If existing-home sales grind up from \~**4.0M SAAR** toward **5.0M+**, you expand the pond OPEN fishes in—more would-be sellers, more inventory, more spreads, more fees. [Freddie Mac+1](https://www.freddiemac.com/pmms/pmms_archives?utm_source=chatgpt.com) **2) Founder/“product CEO” reboot = rerating fuel.** You just swapped in **Kaz Nejatian (ex-Shopify COO)** as CEO, with **Keith Rabois (chair)** and **Eric Wu** back, plus **$40M** insider cash (Wu + Khosla). That’s credibility + a clearly stated “**AI-powered real-estate platform**” mandate—exactly the kind of story the market will pay up for *if* execution follows. [GlobeNewswire+1](https://www.globenewswire.com/news-release/2025/09/10/3148276/0/en/Opendoor-Names-Kaz-Nejatian-as-CEO-Founders-Rabois-and-Wu-Rejoin-Board.html?utm_source=chatgpt.com) **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)

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Look up - $40M secured in private equity from Eric Wu and Khosla Ventures to support growth.

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The CEO doesn't matter, they could have gotten any chucklefuck. Rabois and Wu coming back the board are huge, however. These guys have *massive* VC investor pull and Rabois has direct Administration connections.

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$OPEN has a new CEO, former Shopify CEO. Keith Rabois and Eric Wu return to the Board: [https://finance.yahoo.com/news/opendoor-names-kaz-nejatian-ceo-213000316.html](https://finance.yahoo.com/news/opendoor-names-kaz-nejatian-ceo-213000316.html)

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