Dear Diary (and any readers who’ve survived the S&P 500’s recent acrobatics), let’s talk about timing. Warren Buffett’s mantra-“be fearful when others are greedy”-feels less like wisdom and more like a passive-aggressive text from your financially savvy aunt. The S&P 500 is dancing near record highs, but history teaches us that even the glossiest markets have cracks. Case in point: Opendoor Technologies and Lumen Technologies. These two stocks, currently trading at prices that make bargain hunters salivate, might just be the cure for a portfolio’s mid-cycle malaise. Let’s dissect their stories with the enthusiasm of someone who’s lost money in crypto and refuses to admit it.
Opendoor Technologies: The iBuyer’s Comeback?
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. Yes, this is how I’ve spent my weekends. But Opendoor? Now that’s a story worth telling. Once the poster child of the iBuying revolution, it’s weathered the storm of interest rates like a Victorian heroine in a tempest. 2022-2023? A disaster. Buyers vanished, sellers lingered, and the stock looked like a deflated soufflé. But here’s the twist: the Fed’s 2024 rate cuts reignited its appetite for houses. And if analysts are right, revenue could grow at 11% CAGR through 2027. By 2025, adjusted EBITDA might finally turn positive. How? Stabilizing rates, AI-driven pricing models, and a CEO borrowed from Shopify’s playbook. Oh, and insider buying? It’s up 200% this quarter. If Opendoor’s stock can rally another 470%, I’ll retire early. Probably.
Lumen Technologies: The Unlikely AI Darling
Let’s talk about Lumen. Formerly CenturyLink, it’s the telecom equivalent of that friend who never trends on TikTok but somehow ends up in your group chat. For years, it’s been the underdog, betting on fiber networks while peers sprinted into wireless. By 2024, revenue had plummeted from $23.4B to $13.1B, and its stock? Well, it flirted with delisting like a bad dating app match. But then-Microsoft, Amazon, and the usual suspects started calling. Suddenly, Lumen was the go-to for fiber-optic upgrades in the AI arms race. $9B in cloud contracts by Q2 2025? That’s not just a comeback; it’s a full transformation. And insiders? They’ve bought 3x more shares in the past year than they sold. If this keeps up, Lumen might not just avoid delisting-it could become the next “obvious” growth stock. Obvious after it’s already tripled.
So, what’s the takeaway? History isn’t just about what’s working now-it’s about who’s betting on the future. Opendoor and Lumen aren’t just cheap; they’re stories in motion. And if you’re like me (i.e., someone who buys stocks after reading a single article), maybe 2025 is the year we stop pretending we know what we’re doing. 📈
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2025-09-16 12:12