Eric Jackson

EMJ Capital’s Founder Eric Jackson has released a new thesis arguing that real estate platform Opendoor Technologies Inc. (NASDAQ:OPEN) isn’t just an iBuyer recovering from macro headwinds—it's an asymmetric bet poised to replicate the “30x to 200x” returns of generational...

Salesforce Inc. (NYSE:CRM) unveiled Headless 360 on Wednesday, shifting its platform toward an API-first architecture where AI agents and humans execute workflows across data, applications and business logic amid a broader software sector selloff. From UI-First CRM To Agent-Driven Infrastructure...

Technology investor Eric Jackson is actively shorting major software companies, warning that the “SaaSpocalypse” is far from over. Using advanced AI linguistic models to analyze executive speech patterns, Jackson revealed that top SaaS CEOs are masking deep structural vulnerabilities...

Wall Street sees a frozen housing market as the death knell for iBuying, but EMJ Capital founder Eric Jackson views it as the ultimate catalyst for Opendoor Technologies Inc. (NASDAQ:OPEN). With shares trading at $4.31, Jackson is maintaining a staggering $82 price target, representing an 1,802.55...

EMJ Capital's Eric Jackson on Sunday noted that the signal that preceded Tesla Inc.'s (NASDAQ:TSLA) bull run of over 190% over 12 months twice has just fired again. Why Is Jackson Bullish On Tesla? Jackson highlighted in his analysis that Tesla CEO Elon Musk's acknowledgment of competition in the...

An analysis of 84 Microsoft Corp. (NASDAQ:MSFT) earnings calls reveals a stark shift in CEO Satya Nadella's strategic communication. Eric Jackson highlights that for the first time in a decade, his sweeping narrative regarding Artificial Intelligence is running significantly ahead of fundamental...

Hedge fund manager Eric Jackson, best known for his ultra-bullish call on Opendoor Technologies Inc. (NASDAQ:OPEN), is taking a bearish stance on SaaS stocks and he's betting against some of the biggest names.  NVDA stock is climbing. See the chart and price action here. SaaS Shorts In a...

The prevailing market sentiment that artificial intelligence (AI) is “unwinding” is fundamentally incorrect, according to EMJ Caital’s Eric Jackson, who argues that capital is instead flowing deeper into a complex energy and capital cycle. Shift In Capital Structure While retail...

Wall Street panicked over Oracle Corp.‘s (NYSE:ORCL) massive infrastructure costs, but a strategic shift to customer-funded data centers has effectively neutralized its “$50B+ AI capex” problem, driving 20% top-line growth and skyrocketing contracted revenues. The ‘Bring...

EMJ Capital's Eric Jackson is signaling that his sky-high price target for Opendoor Technologies Inc. (NASDAQ:OPEN) may still be too low, citing a radical operational shift under new leadership that could nearly double the company's projected revenue upside. A ‘Conservative’ 1,540%...

Marc Benioff's uncharacteristic restraint during Salesforce Inc.'s (NYSE:CRM) fourth-quarter earnings call may be the strongest bullish indicator in decades, signaling a fundamental shift from hype to execution. The Rhetoric Paradox Analysis of 22 years of Salesforce earnings calls by EMJ Capital...

The explosive growth of AI infrastructure is facing a sobering reality check as Eric Jackson warns that massive debt loads could turn today's market leaders like CoreWeave Inc. (NASDAQ:CRWV) into tomorrow's cautionary tales. Real Revenue, Real Risk While many skeptics compare the current AI surge...

Eric Jackson, hedge fund manager known for his bullish calls on Opendoor Technologies, Inc. (NASDAQ:OPEN) and Carvana Co. (NYSE:CVNA), has announced plans to become CEO of a publicly-traded crypto treasury company.  SRXH stock is soaring. See the chart and price action here.  On Tuesday...

Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’ The stock in question is Australian Bitcoin (CRYPTO...

Eric Jackson, the architect behind the massive retail rally in Opendoor Technologies, Inc. (NASDAQ:OPEN), has identified his next high-conviction “100-bagger” candidate as Nextdoor Holdings, Inc. (NYSE:NXDR). NXDR stock is climbing. See the chart and price action here.  Jackson...