Aug. 18 at 7:55 PM
$OPEN Wall Street is quietly turning bullish on housing stocks.
Big inflows into
$ITB &
$XHB, upgrades flying, and Berkshire’s stamp on
$DHI &
$LEN. Analysts are finally waking up to the upside in housing names.
But here’s the kicker: OPEN is the pure-play disruptor. While builders ride the macro housing wave, Opendoor gives direct exposure to volume recovery + tech-driven efficiency in real estate. Selling pressure has dried up, and positioning looks set for the next leg higher.
If Wall Street is bullish on housing, ignoring
$OPEN could prove costly.
