According to @StockMarketNerd, Opendoor ($OPEN) shows no growth and contracting margins even during a rate cut cycle, highlighting ongoing fundamental pressure that may cap near-term multiple expansion for the stock (source: @StockMarketNerd on X, Nov 7, 2025). The author adds that any turnaround could depend on the impact of “Kaz,” credited with strong execution at Shopify ($SHOP), framing $OPEN as a higher-risk pick relative to better-quality alternatives (source: @StockMarketNerd on X, Nov 7, 2025). The post signals bearish retail sentiment toward $OPEN versus peers, suggesting potential relative underperformance risk on a trading basis (source: @StockMarketNerd on X, Nov 7, 2025). The source does not discuss crypto market impact (source: @StockMarketNerd on X, Nov 7, 2025).