EarningsResolvedHit

OPEN Q1 FY26 — Reffkin pattern Type A

Will OPEN Q1 FY26 deliver a full Reffkin-pattern Type A management presentation (5/5 markers)?

EHIQ

70%

Market

—

Edge

—

Upstream of markets

Validation milestone

OPEN Q1 FY26 print + earnings call on May 7, 2026 (1 day after EHIQ posted)

5/5 Reffkin Type A markers delivered. Cohort curves as charts. Apr 10 backchannel signal validated.

Thesis

Apr 10 Kaz Nejatian backchannel signaled cohort margin curves work in progress (3 of EHIQ's 3 suggestions). Pre-print thesis: Kaz delivers Reffkin-style 5-marker Type A. Q1 print May 7: full Type A delivered — cohort curves shown as charts (purple=old, blue=new), 90bps margin decay vs 260bps old (3x), aged inventory 51%→10% in two quarters, "I despise dilution" addressed equity overhang, all 5 markers confirmed. Second housing-CEO confirmation in 48hr (Reffkin + Kaz).

Resolution

Outcome

YES

Resolved

May 7, 2026

Reffkin-pattern Type A delivered in full. Confirmed pre-print thesis.

Opened

May 6, 2026

Expected resolution

May 7, 2026