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Eric Jackson

@ericjackson • 164,886 subscribers

Upstream of Kalshi/Polymarket | I call outcomes before markets price them | Strategy/Mgmt PhD, Columbia B School | @emjcapital | @EMJXai $SRXH | @EventHorizonIQ

Shorts

Day 1 of standing outside ⁦Drizzy⁩ ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀

Day 1 of standing outside ⁦Drizzy⁩ ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀

611,988 görüntüleme

Alex Karp on Michael Burry:

Alex Karp on Michael Burry:

321,472 görüntüleme

"A palace says I rule. An embassy says I represent power." The most underrated branding decision in modern music.

"A palace says I rule. An embassy says I represent power." The most underrated branding decision in modern music.

20,582 görüntüleme

Day 23 — Just touched down at LaGuardia. $OPEN pushing $10 today. On Day 1 it was $3.21. Future, let’s lock in that meeting. 🚀

Day 23 — Just touched down at LaGuardia. $OPEN pushing $10 today. On Day 1 it was $3.21. Future, let’s lock in that meeting. 🚀

107,630 görüntüleme

Yessir! Thanks OPEN AMERICA 🫡 🔥🙌🏻

Yessir! Thanks OPEN AMERICA 🫡 🔥🙌🏻

13,107 görüntüleme

The OPEN board was ok letting the stock slide to 51 cents on June 25 They were good with Carrie dumping RSUs at 56 cents They would have been good with RKT scooping us up for 82 cents We said No, We want $82! We will get what we want

The OPEN board was ok letting the stock slide to 51 cents on June 25 They were good with Carrie dumping RSUs at 56 cents They would have been good with RKT scooping us up for 82 cents We said No, We want $82! We will get what we want

36,238 görüntüleme

This is why I love Canada 🇨🇦

This is why I love Canada 🇨🇦

19,414 görüntüleme

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SpaceX started trading today. Everyone's covering the pop, the trillion-eight valuation, the trillionaire watch. The number that matters: they reserved 20-30% for retail investors. Normal is 5-10. And they walked away from $175B in demand to do it. The biggest IPO in history wasn't a fundraise. Day 297:

SpaceX started trading today. Everyone's covering the pop, the trillion-eight valuation, the trillionaire watch. The number that matters: they reserved 20-30% for retail investors. Normal is 5-10. And they walked away from $175B in demand to do it. The biggest IPO in history wasn't a fundraise. Day 297:

386,916 görüntüleme • 1 ay önce

The biggest ideas don’t come from knowing more. They come from connecting worlds that nobody else thinks belong together. That’s why people told me to “stick to stocks.” And why I never listened. Day 320.

The biggest ideas don’t come from knowing more. They come from connecting worlds that nobody else thinks belong together. That’s why people told me to “stick to stocks.” And why I never listened. Day 320.

133,557 görüntüleme • 15 gün önce

Everyone ranked Drake's disses this weekend. I read the filing. 43 tracks. 3 albums. One of them is a sequenced exit document aimed at the largest music company on earth. Here is the structural read.

Everyone ranked Drake's disses this weekend. I read the filing. 43 tracks. 3 albums. One of them is a sequenced exit document aimed at the largest music company on earth. Here is the structural read.

427,744 görüntüleme • 2 ay önce

I called Carvana at $15. It went to $487. The same pattern just showed up again. Day 232.

I called Carvana at $15. It went to $487. The same pattern just showed up again. Day 232.

451,542 görüntüleme • 3 ay önce

Day 281 Special: Bolloré just killed Ackman's $65B UMG bid. €27 floor, 11% control critique, the Drake angle, and what's coming next.

Day 281 Special: Bolloré just killed Ackman's $65B UMG bid. €27 floor, 11% control critique, the Drake angle, and what's coming next.

235,436 görüntüleme • 1 ay önce

I made money on Dell and it was still one of my worst trades. Bought ~$100, sold ~$115 for a quick win — it's $437 today. I left a 4-bagger on the table. This is how retail beats Wall Street 👇

I made money on Dell and it was still one of my worst trades. Bought ~$100, sold ~$115 for a quick win — it's $437 today. I left a 4-bagger on the table. This is how retail beats Wall Street 👇

218,384 görüntüleme • 1 ay önce

Everyone filed Drake's "Whisper My Name" as a Kendrick diss. They missed the line where he quietly admits he might not be the GOAT anymore. Once you hear it, the scariest song on Iceman becomes the saddest.

Everyone filed Drake's "Whisper My Name" as a Kendrick diss. They missed the line where he quietly admits he might not be the GOAT anymore. Once you hear it, the scariest song on Iceman becomes the saddest.

116,130 görüntüleme • 1 ay önce

Everyone's citing an "investigation" that says Drake faked his streams. I read 10-Ks for a living, so I looked up who published it: a website that was 48 hours old, anonymous, ~900 AI-generated articles. DJ Akademiks caught it live. Here's what it means. 🧵/video 👇

Everyone's citing an "investigation" that says Drake faked his streams. I read 10-Ks for a living, so I looked up who published it: a website that was 48 hours old, anonymous, ~900 AI-generated articles. DJ Akademiks caught it live. Here's what it means. 🧵/video 👇

29,248 görüntüleme • 7 gün önce

The Super Bowl halftime put Drake's ex on stage to dance to his enemy's diss song. 100 million people saw it. Almost nobody clocked the structure. Roc Nation runs halftime ($25M NFL deal). Roc Nation is affiliated with Complex Music. Complex ran polls during the actual battle: 80% Drake, 76% Drake. 130K votes. Today Drake gets 58M daily Spotify streams. Kendrick gets 19M. With zero Drake releases in 2026. The data said Drake won. The infrastructure rewrote it. Day 256. 13 days to Iceman.

The Super Bowl halftime put Drake's ex on stage to dance to his enemy's diss song. 100 million people saw it. Almost nobody clocked the structure. Roc Nation runs halftime ($25M NFL deal). Roc Nation is affiliated with Complex Music. Complex ran polls during the actual battle: 80% Drake, 76% Drake. 130K votes. Today Drake gets 58M daily Spotify streams. Kendrick gets 19M. With zero Drake releases in 2026. The data said Drake won. The infrastructure rewrote it. Day 256. 13 days to Iceman.

264,105 görüntüleme • 2 ay önce

Plot twist: Gen 1 crypto treasuries are now asking to license OUR model. And we are in early talks with ETF companies to make the strategy available to anyone, not just accredited investors. A treasury was only step one. [long SRXH]

Plot twist: Gen 1 crypto treasuries are now asking to license OUR model. And we are in early talks with ETF companies to make the strategy available to anyone, not just accredited investors. A treasury was only step one. [long SRXH]

21,173 görüntüleme • 5 gün önce

MetaPlanet traded at 10x its mNAV. For what? Bobbing up and down with the price of Bitcoin? If the market pays 10x for a treasury that bobs, what is one that makes money in any market actually worth? [long: $SRXH]

MetaPlanet traded at 10x its mNAV. For what? Bobbing up and down with the price of Bitcoin? If the market pays 10x for a treasury that bobs, what is one that makes money in any market actually worth? [long: $SRXH]

20,658 görüntüleme • 5 gün önce

Filmed this in front of Prince's old house in the Bridle Path. Two streets from Drake's. Drake's uncle was Prince's spiritual brother. Same family. Same fight. Same neighborhood. Sir Lucian's UMG admission Tuesday was the third generation of the same fight.

Filmed this in front of Prince's old house in the Bridle Path. Two streets from Drake's. Drake's uncle was Prince's spiritual brother. Same family. Same fight. Same neighborhood. Sir Lucian's UMG admission Tuesday was the third generation of the same fight.

225,432 görüntüleme • 2 ay önce

Joe Budden walks in and owns the room. Drake walks in and watches the edges. That single difference is the whole career. Waiting to Oxtail Toronto’s Funniest Podcast

Joe Budden walks in and owns the room. Drake walks in and watches the edges. That single difference is the whole career. Waiting to Oxtail Toronto’s Funniest Podcast

166,526 görüntüleme • 1 ay önce

One of the biggest investing lessons I ever learned… The most bullish news imaginable can actually be bearish. Why? Because stocks don’t move on the news. They move on the gap between the news and what investors already expected. SpaceX reminded me of that this week. Day 323.

One of the biggest investing lessons I ever learned… The most bullish news imaginable can actually be bearish. Why? Because stocks don’t move on the news. They move on the gap between the news and what investors already expected. SpaceX reminded me of that this week. Day 323.

39,507 görüntüleme • 12 gün önce

I don’t think you buy stocks. I think you buy people. That realization completely changed how I invest. Day 326.

I don’t think you buy stocks. I think you buy people. That realization completely changed how I invest. Day 326.

30,790 görüntüleme • 9 gün önce

Yesterday I spent an hour with Opendoor CEO Kaz Nejatian and President Lucas Matheson at their Toronto office. We discussed AI, tokenization, new partnerships, capital markets, ancillary services, why they’re hiring aggressively, and how a company trying to reinvent homeownership has to think much bigger than a traditional real estate business. More bullish than when I walked in. Full subscriber breakdown later today.

Yesterday I spent an hour with Opendoor CEO Kaz Nejatian and President Lucas Matheson at their Toronto office. We discussed AI, tokenization, new partnerships, capital markets, ancillary services, why they’re hiring aggressively, and how a company trying to reinvent homeownership has to think much bigger than a traditional real estate business. More bullish than when I walked in. Full subscriber breakdown later today.

119,536 görüntüleme • 1 ay önce

Drake's National Treasures song title came from a real conversation with Taylor Rooks. Drake's unreleased "Supermax": "I was talking to Taylor over drinks... in the city, you're the national treasure, that's what she said to me." Rooks confirmed via IG. That changes the entire structural reading of track 9. Full breakdown ↓

Drake's National Treasures song title came from a real conversation with Taylor Rooks. Drake's unreleased "Supermax": "I was talking to Taylor over drinks... in the city, you're the national treasure, that's what she said to me." Rooks confirmed via IG. That changes the entire structural reading of track 9. Full breakdown ↓

111,250 görüntüleme • 1 ay önce

On Track 2 of Iceman — a song called Dust — Drake names the family that owns Universal Music. The line: "Y'all 'bout to make me richie like Lionel." Sofia Richie married Elliot Grainge in April 2023. Elliot is the son of Sir Lucian Grainge — chairman and CEO of UMG. Drake names the family that owns the institution he's exit-filing against, on Track 2 of the album. Sixth structural layer of the Iceman exit thesis.

On Track 2 of Iceman — a song called Dust — Drake names the family that owns Universal Music. The line: "Y'all 'bout to make me richie like Lionel." Sofia Richie married Elliot Grainge in April 2023. Elliot is the son of Sir Lucian Grainge — chairman and CEO of UMG. Drake names the family that owns the institution he's exit-filing against, on Track 2 of the album. Sixth structural layer of the Iceman exit thesis.

108,069 görüntüleme • 1 ay önce

Day 309: Your biggest stock market winners should usually feel uncomfortable to own. That’s the part most investors never learn. They sell not because the thesis broke — but because the volatility, loneliness, and doubt got too uncomfortable.

Day 309: Your biggest stock market winners should usually feel uncomfortable to own. That’s the part most investors never learn. They sell not because the thesis broke — but because the volatility, loneliness, and doubt got too uncomfortable.

71,030 görüntüleme • 26 gün önce

I bought OPEN at $0.73 and announced it publicly at $0.87. It's $4 and change today. Yesterday I stamped three new calls on the public ledger: $82 by 2028 — 60% $200 by 2030 — 20% $500 by 2033 — 8% Yes, 8%. The honesty IS the trade. Day 295 — four minutes on why:

I bought OPEN at $0.73 and announced it publicly at $0.87. It's $4 and change today. Yesterday I stamped three new calls on the public ledger: $82 by 2028 — 60% $200 by 2030 — 20% $500 by 2033 — 8% Yes, 8%. The honesty IS the trade. Day 295 — four minutes on why:

102,090 görüntüleme • 1 ay önce