“I'm still a holder and believer and I mean I said last year and I still believe this that I think it's going to 82 bucks by 2028. [...] they have a great CEO and Cass Nadian. He was the COO of of Shop”
Kaz Nejatian ditched his Shopify COO post to steer Opendoor's massive comeback, targeting an $82 share price by 2028.
“I tend to believe right now about the markets that uh I don't I don't see any calamity uh around the corner. I was around during the dotcom era... I find the level of um uh speculation to be probably ”
The broader market avoids dotcom-era calamity as current speculation levels sit at a mere three out of ten compared to the late 90s.
“Nvidia probably would be like the poster child for this. I find very reasonably uh, priced. um not kind of not anything like what we saw with like Cisco or Microsoft... back in the day during the doco”
Nvidia remains reasonably priced because it generates actual earnings, avoiding the hyper-speculation seen in dotcom-era hardware stocks.
“people saw that and they're like, 'Oh, I like I should buy memory stocks because this experience sucks today and it's got to get a heck of a lot better and it will get better in the next couple years.”
Memory stocks will surge as AI models require massive hardware upgrades to retain user context across sessions.
“my other two favorites right now though, one is called Dave, D- Ave is the ticker. [...] Dave allows you to kind of connect via Plaid so they can see the last six months of your bank account and like ”
Dave bypasses credit scores to issue $200 cash advances, capturing the massive payday loan market while offloading all credit risk to bank partners.
“Right now, I think Next Door still trades at something like 2x price to revenue and has like an enormous amount of cash on their balance sheet. And so, um, there's some early signs that there now Nura”
Nextdoor trades at a rock-bottom 2x revenue while its returning founder cleans up operations and leverages proprietary local data to unlock AI services.