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While Eric Jackson made his bull case for $OPEN he also sees 100x potential for $IREN and $CIFR Here’s how two Bitcoin miners became his top AI plays…

Jon Erlichman

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83,489 次观看 • 1 年前 •via X (Twitter)

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Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Phil Rosen

284,018 次观看 • 7 个月前

Day 97. Miners + AI compute plays always snap back the fastest. Difficulty at ATHs, AI datacenter spend exploding, and HUT/IREN/CIFR expanding while others retreat. This is the setup for violent mean reversion. The reversal will be faster than the drawdown.

Day 97. Miners + AI compute plays always snap back the fastest. Difficulty at ATHs, AI datacenter spend exploding, and HUT/IREN/CIFR expanding while others retreat. This is the setup for violent mean reversion. The reversal will be faster than the drawdown.

Eric Jackson

67,885 次观看 • 8 个月前

Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit. We also discuss the New York Times' botched Satoshi investigation. Eric shares unique ideas in this conversation that I have not heard anywhere else. TIMESTAMPS: 0:00 – OpenDoor $OPEN 4:49 – Better Home & Financing $BETR 7:36 – $CIFR, $IREN, $HUT 9:14 – Public & Generated Assets 10:20 – Why Eric is short SaaS 15:56 – Salesforce, Asana, DocuSign 20:59 – "Overcompensation" for SaaS CEO 23:10 – Language vs. fundamentals 25:14 – Private credit red flags 28:45 – PIKs as 2008-style warning 32:08 – Blue Owl, $OWL 36:03 – 25% odds of contagion event 38:48 – The real Satoshi 48:41 – Follow Eric Jackson

Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit. We also discuss the New York Times' botched Satoshi investigation. Eric shares unique ideas in this conversation that I have not heard anywhere else. TIMESTAMPS: 0:00 – OpenDoor $OPEN 4:49 – Better Home & Financing $BETR 7:36 – $CIFR, $IREN, $HUT 9:14 – Public & Generated Assets 10:20 – Why Eric is short SaaS 15:56 – Salesforce, Asana, DocuSign 20:59 – "Overcompensation" for SaaS CEO 23:10 – Language vs. fundamentals 25:14 – Private credit red flags 28:45 – PIKs as 2008-style warning 32:08 – Blue Owl, $OWL 36:03 – 25% odds of contagion event 38:48 – The real Satoshi 48:41 – Follow Eric Jackson

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🚨 BREAKING 🚨 The Leader of the $OPEN Army Eric Jackson REVEALS what could go WRONG for Opendoor Full breakdown: 00:02 Intro 00:37 Welcome Eric Jackson 01:12 How Eric found Opendoor & early investment story 08:28 Why Opendoor’s massive data is its competitive edge 12:21 What could go wrong for Opendoor from here 15:41 Eric’s take on Bitcoin miners $IREN and $CIFR 25:25 How Eric chooses what to buy in crypto today 33:56 Tom Lee’s company (BMR) and why it’s thriving 36:02 Eric’s thoughts on MicroStrategy & Michael Saylor 40:13 Opinions on Oscar & Hims 42:13 Other sectors & “Walking Dead” companies Eric is bullish on 44:40 Closing remarks

🚨 BREAKING 🚨 The Leader of the $OPEN Army Eric Jackson REVEALS what could go WRONG for Opendoor Full breakdown: 00:02 Intro 00:37 Welcome Eric Jackson 01:12 How Eric found Opendoor & early investment story 08:28 Why Opendoor’s massive data is its competitive edge 12:21 What could go wrong for Opendoor from here 15:41 Eric’s take on Bitcoin miners $IREN and $CIFR 25:25 How Eric chooses what to buy in crypto today 33:56 Tom Lee’s company (BMR) and why it’s thriving 36:02 Eric’s thoughts on MicroStrategy & Michael Saylor 40:13 Opinions on Oscar & Hims 42:13 Other sectors & “Walking Dead” companies Eric is bullish on 44:40 Closing remarks

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An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house

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Part two with Andrew Bell on BNN Bloomberg : Why companies like IREN, CIFR and OPEN are primed to ride the AI wave. These aren’t just stocks—they’re the future of elongated S-curve growth. Watch how they’re set up for serious upside and why they’re core to the #RisingDynasty vision.

Part two with Andrew Bell on BNN Bloomberg : Why companies like IREN, CIFR and OPEN are primed to ride the AI wave. These aren’t just stocks—they’re the future of elongated S-curve growth. Watch how they’re set up for serious upside and why they’re core to the #RisingDynasty vision.

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