“The Carvana hedge fund guy”; Founder @emjcapital ; Desperately Seeking 100-Baggers; Columbia Mgmt & Strategy PhD; Longs $OPEN $ETHA $IREN $CIFR $BTQQF $DEFT
Sep 19 • 9 tweets • 1 min read
People still don’t get how huge $OPEN can be.
Just from iBuying alone — before mortgage, title, AI, or international — this is a $315+/share stock. Let me show you the math 🧵👇
In 2024, the U.S. had ~4M existing home sales.
Opendoor sold ~13.5K homes.
That’s just 0.3% national market share.
Even at that sliver of share, OPEN generated $5.2B in revenue and $400M in gross profit.
Aug 18 • 10 tweets • 2 min read
YOU’RE NOT BULLISH ENOUGH ABOUT $OPEN
Today, I spoke with Raunaq Singh of ROAM (ex-Opendoor for 4 years and $UBER Ops for 2+ years).
We did the math.
If $OPEN goes “fully AI,” ditches iBuying, and goes all-in on an asset-lite model and articulated its strategy fully to Wall St…
…its shares should be trading at $58/share TODAY - not $3.
(Thread 🧵)
US residential real estate = $20T market
$14T of that tied to mortgages.
Carvana is valued as a $41B company equivalent in cars.
Opendoor can be the same in housing if it executes.
Work backwards from that.
Jul 31 • 11 tweets • 2 min read
Everyone thinks $OPEN is a low-margin house flipper.
What they’re missing is the sleeping giant:
Opendoor is sitting on the most valuable untapped dataset in U.S. residential real estate.
And with the right AI partner (OpenAI, Palantir, Grok)… it’s game over.
🧵👇The AI Opportunity for OPEN
Opendoor has executed 200,000+ real estate transactions.
That means they own:
•Actual buy/sell prices
•Home condition data
•Repair outcomes
•Customer behavior
•Local market volatility
•Micro-macro trends across time and space
Zillow only sees listings.
Opendoor sees the truth.
Jul 18 • 11 tweets • 3 min read
I’m Eric Jackson. I run @EMJCapital. Our AUM is small right now—but not for long.
I’ve been knocked down, fired, humbled, and told to quit. But I’ve rebuilt with a strategy I know works: finding the next generation of 10x, 50x, and 100x stocks before anyone else.
I launched EMJ in 2016 with backing from a well-known and smart billionaire who liked my calls (from TheStreet & Forbes) and said:
“You spot companies before anyone else. I’ll back you.”
We crushed it for 3.5 years… then had 2 brutal years. He redeemed at the end of 2022.
Translation: he fired me for losing him too much money.
Jul 17 • 7 tweets • 1 min read
$OPEN is up 98% this week.
Volume exploding.
Back on the CNBC crawl.
But this move didn’t come out of nowhere.
Here’s how it started — and where it could be headed 👇
A few weeks ago, $OPEN was trading under $1.
No coverage.
No momentum.
But I saw something in the AI data… and I shared my thesis publicly.
Right here. On X.
Jul 17 • 9 tweets • 2 min read
$OPEN fam (and fans of $IREN $CIFR $BTQQF $ETHA): The support these last few days has truly blown me away.
Let me share what I stand for — and where we’re heading together 🧵
Whether you’re investing $10 or $10 million, you’re part of the EMJ Family now.
This is a place where everyone deserves a shot at financial freedom.
Jul 14 • 11 tweets • 2 min read
Over the last month, my X impressions have exploded talking about $BTQQF $IREN and $CIFR because everyone is looking for the next $CVNA.
We think we just found another.
@EMJCapital has taken a position in $OPEN — and we believe it could be a 100-bagger over the next few years. Here’s why 🧵
Opendoor is under $1.
Most investors have written it off.
Wall Street isn’t even paying attention anymore.
But our AI model at @EMJCapital just flagged it a few weeks ago.
It’s giving us early $CVNA vibes — and that’s not a phrase I use lightly.
Jul 13 • 9 tweets • 2 min read
In my view, and the view of our model at @EMJCapital ETH is going to $10,000.
And almost no one understands why.
Here’s what our model sees coming — and why the next leg up could catch everyone off guard 👇
Most people think the ETH ETF approval is already priced in and it’s been a big bust vs. BTC (in terms of assets for $ETHA vs. $IBIT).
It’s not.
Because the real catalyst is still ahead: staking approval, expected before October.
Once that hits, ETH becomes the first yield-bearing crypto ETF in U.S. history.
Jul 10 • 7 tweets • 2 min read
Some people have asked me, “7 months ago, did you know $BTQQF would 30x so quickly?”
The truth is, I didn’t think it would be so quick.
But I saw the signals — and trusted them.
Now I’m seeing the same early pattern in $IREN and $CIFR.
Here’s what I mean 👇
At @EMJCapital , we’ve built and refined our own AI model over the last 3 years to look for potential 100-baggers.
It analyzes:
– Insider activity
– Options flow
– Short interest
– Sentiment shifts
– Price structure
- Technical indicators
