Eric Jackson shares 6 stocks that can 100x from here!
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 14 April 2026
⏱️ 50 minutes
🧾️ Download transcript
Summary
Eric Jackson is the founder of EMJ Capital. He joins Phil Rosen on Full Signal to discuss the stocks he's most bullish on right now, including OpenDoor, Iren and Better, and the private credit and software stocks that he is actively shorting.
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
Timestamps:
0:00 - Intro
0:30 – Opendoor, $OPEN
5:19 – Better Home & Financing, $BETR
7:56 – Cipher Digital, Iren, Hut 8
9:44 – Public & Generated Assets
10:50 – Why Eric is short SaaS
16:26 – Salesforce, Asana, DocuSign
21:29 – "Overcompensation tell" SaaS CEOs show
23:19 – Opening Bell Daily
23:30 – Language vs. fundamentals
25:44 – Private credit risks
29:15 – PIKs as 2008-style warning
32:38 – Blue Owl, $OWL
36:33 – 25% odds of contagion event in 2026
39:18 – Naming the real Satoshi question
49:11 – Follow Eric
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
#podcast #investing #markets #macro #stocks #bitcoin #fed
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I'm very excited to share that we have Eric Jackson in the house today. |
| 0:03.9 | He goes through his next 100-bagger stock picks, the software stocks that he is actively shorting |
| 0:09.8 | right now, what he's finding with his new AI research system, how he discovered who Satoshi |
| 0:15.6 | might actually be compared to the New York Times, and much more. We went over everything. |
| 0:23.2 | There is a ton of alpha in this conversation. |
| 0:24.5 | I think you're going to love it. |
| 0:27.5 | Eric, it's great to see you. |
| 0:29.0 | I want to get right into Open Door. |
| 0:30.8 | You got in at 73 cents. |
| 0:32.4 | The stock went all the way up to $10. |
| 0:34.6 | And now I think it's bound around $4 or $5. |
| 0:36.7 | How are you thinking about the company now? |
| 0:37.7 | I love Open Door as much today at 4 something as I did at almost 11 something, |
| 0:45.8 | and a heck of a lot more than I loved it at 73 cents. |
| 0:49.4 | It's been wild for me to kind of get some of the pushback online, |
| 0:53.9 | especially from the retail community, |
| 0:55.2 | who say, you need to tweet more about Open Door. How come we don't hear about you tweeting |
| 0:59.6 | about Open Door? Help us. And I presume like a lot of these people got into Open Door at higher |
| 1:05.9 | prices, right? And basically, Open Door sort of peaked a couple of weeks after Kaz was hired as the new CEO. |
| 1:13.4 | And that's when the stock shot up to almost 11 bucks. |
| 1:16.4 | And now, you know, it's down more than 50% since then. |
| 1:19.7 | And that's real pain. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Phil Rosen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Phil Rosen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.