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@ericjackson Avatar @ericjackson Eric Jackson

Eric Jackson, a former executive at OpenDoor, is being discussed as a potential CEO, with some investors and users calling for his return. The current CEO, Carrie Wheeler, has been praised for her handling of the company during a tumultuous time, but some are speculating about a potential change in leadership. The company's stock has seen significant fluctuations, with some users expressing optimism about its future growth and potential to become a leader in the real estate market.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXXX #

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Social Influence

Social category influence stocks #1782 finance XXXXX% cryptocurrencies XXXX% technology brands XXX% social networks XXXX% countries XXXX% celebrities XXXX% musicians XXXX% automotive brands XXXX% travel destinations XXXX%

Social topic influence ai 15.89%, $open #56, agentic #86, nextdoor #2, $betr #2, future 4.26%, the world 3.1%, $iren #11, dynasty #123, business XXXX%

Top accounts mentioned or mentioned by @diamondhandsdoc @thenewmoney_tnm @spoutingrock1 @smarty_finance @skumarinsweden @sweetdaddyz @mikealfred @terpstrader1 @gnoble79 @sandmanmarkets @morganb @nugget_trades @jdtradingkcmo @mabiverse123 @blackpanthercap @mikalche @dandktrades @gmn_watch @apompliano @rabois

Top assets mentioned Opendoor Technologies Inc Common Stock (OPEN) Better Home & Finance Holding Company Class A Common Stock (BETR) IREN Limited (IREN) Carvana Co. (CVNA) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) ProCap BTC (BRR) YELP INC. (YELP) Hut X Mining Corp. (HUT) Shopify Inc (SHOP) XLink Bridged BTC (ABTC) USDC (USDC) Defi Technologies, Inc. (DEFT) Angi Inc. Class A Common Stock (ANGI) Microsoft Corp. (MSFT) Reddit, Inc. (RDDT) Orbs (ORBS) Snap, Inc. (SNAP) Rocket Companies, Inc. (RKT)

Top Social Posts

Top posts by engagements in the last XX hours

"How can you not be bullish on $OPEN The guy who wrote the biz plan is now Chair The other key co-founder just rejoined the board The new CEO left being next in line at a $188B Shopify to run a $3B OPEN (nobody does that unless they see it scaling way bigger) Kaz Keith & Eric Wu = a sharper more action-driven trio than Karp/PLTR Kaz cut SHOPs G&A % of rev from XX% X% Plan: shrink headcount 1400 XXX replace w/ AI Plan: EXPLODE buyers & sellers on the platform Youre not bullish enough. The road to $XX $XXX $XXX is clear as day. 🚪🚀"
X Link 2025-09-13T13:06Z 145.1K followers, 215.3K engagements

"🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it"
X Link 2025-10-21T13:07Z 145.1K followers, 55.9K engagements

"Twitter and YouTube OG"
X Link 2025-11-24T13:53Z 145.1K followers, 18.9K engagements

"Just grabbed lunch with @mininthemoney in NYC wild how Korean retail is already all over $OPEN Rising Dynasty and EMJX. The truth Retail sees platform inflections faster than institutions. The global army is forming. 🚀"
X Link 2025-12-04T22:31Z 145.1K followers, 35K engagements

"Every great inflection has a moment where a key leader shows up before the market wakes up. Kaz at Opendoor. Nadella at Microsoft. Leah Price at Better is that moment. This time everyone else is still asleep"
X Link 2025-12-09T10:11Z 145.1K followers, 7873 engagements

"Why compare to Reddit Both share: ✔ Dense high-intent communities ✔ Context-rich interactions ✔ Persistent identity ✔ Hyperlocal or hyper-contextual value Yelp was SEO-era. Meta is global. PLTR is AI ontology in a different category. RDDT + PLTR = the right comp universe"
X Link 2025-12-10T12:12Z 145.1K followers, 6585 engagements

"Day XXX. Walking my dogs at the park as the light fades thinking about how Carvana just closed at $XXX after bottoming at $XXXX three years ago. XXX in plain sight. Heres the lesson about building in the dark 👇"
X Link 2025-12-08T21:40Z 145.1K followers, 207.9K engagements

"Nextdoor is NOT a social network. It is the verified neighborhood graph of the world: real households real proximity real identity real trust This is the raw input agentic AI needs more than anything. No one else has it"
X Link 2025-12-10T12:12Z 145.1K followers, 9112 engagements

"Now valuation. Consensus sees $275M in 2026 revenue. Reddit ($RDDT ) trades at XXXX forward revenue. Apply that same multiple to NXDR and you get: XXXX $275M $4.0B EV. Add net cash roughly $11/share fair value today before factoring in lead-gen or new AI surfaces. The stock closed yesterday at $2.01"
X Link 2025-12-10T12:12Z 145.1K followers, 10.2K engagements

"Heres where Jevons Paradox kicks in: The easier something becomes the more people use it AND the more entirely new behaviors become possible. Nextdoors usefulness drives new demand surfaces. This is where revenue S-curves begin"
X Link 2025-12-10T12:12Z 145.1K followers, 5560 engagements

"Next: Lead Generation the second S-curve Wall Street hasnt modeled. Agentic AI enables hyperlocal intent routing: Which plumber do my neighbors trust Who can fix this today Whats the best contractor within X blocks Which roofer has X local references This is real commerce not just advertising"
X Link 2025-12-10T12:12Z 145.1K followers, 5181 engagements

"Had dinner with @MikeAlfred last night and just want to say thank you. The wisdom hes shared on X this year has genuinely made me a better investor. I wouldnt have gotten into $IREN or $CIFR as early or with as much conviction without learning from him. A great man husband and father. Grateful for you Mike. 🙏"
X Link 2025-11-14T18:38Z 145.1K followers, 168.1K engagements

"The real secret behind every 100-bagger It isnt IQ. It isnt luck. It isnt timing. Its this Nietzsche line: The secret of reaping the greatest fruitfulness and the greatest enjoyment from life is to live dangerously. Let me explain what that actually means 👇"
X Link 2025-12-07T10:51Z 145.1K followers, 103.4K engagements

"Put the surface areas together (illustrative): 2029 Ads $1.7B 2029 Lead-Gen $4B+ Total $5.7B+ high-margin revenue potential. Nextdoor isnt a social network. Its a neighborhood operating system with AI-native revenue"
X Link 2025-12-10T12:12Z 145.1K followers, 4365 engagements

"People are saying"
X Link 2025-09-10T00:13Z 145K followers, 54.9K engagements

"I will tell you what everyone at Casa Cipriani tonight knew OPEN They didnt always know me. But they knew OPEN and couldnt believe how the stock has exploded in the last X weeks I think @rabois was right about that $40m a day Im free marketing"
X Link 2025-09-16T03:24Z 144.6K followers, 73.4K engagements

"Was awesome to meet up in person with Samir Qureshi @Szzzmir and his lovely and smart wife Anisha last night at the $ABTC party at Casa Cipriani If it hadnt been for Samir I never would have met @ashergenoot Small world"
X Link 2025-09-16T15:23Z 144.6K followers, 18.2K engagements

"I will announce my next 100-bagger long position around the market open today on X"
X Link 2025-09-22T12:06Z 144.6K followers, 347.8K engagements

"AI is a bubble. Palantir at XX forward sales is insane. Cool story except the last X earnings calls show the opposite. PLTR isnt overpriced. The market is still underestimating how fast revenue explodes when you OWN the ontology layer. Lets walk through the receipts and see why Michael Burry is so wrong on Alex Karp 🧵"
X Link 2025-11-15T23:55Z 144.6K followers, 120.1K engagements

"Whats wrong with OPEN Here's The REAL Answer 👇"
X Link 2025-11-19T16:28Z 145K followers, 103.8K engagements

"A lot of people keep asking if Im going to buy a crypto treasury company like MSTR BMNR or ASST. No because Im launching $EMJX (@EMJXai ) in the next XX days and I want all my eggs in that basket because its my baby. The first Gen2 multi-asset AI treasury. AI-hedged. Multi-asset. Designed for scale. My goal The first 1000-bagger in my portfolio. More soon. Lets ride. 🚀"
X Link 2025-11-23T18:41Z 144.9K followers, 284K engagements

"Uploading my new Premium Q&A video now. Covered everything people keep asking about: $IREN $CIFR $HUT $BTQ $OPEN (stock + warrants) $BETR $SNAP $ORBS Plus: EMJX portable mortgages miner energy plays early-stage XXX ideas when to trim winners and more. Lets ride. 🚀"
X Link 2025-11-25T16:41Z 144.9K followers, 37.2K engagements

"Wild price action today: $RKT +8% $UWMC +7% Consumer confidence misses mortgage rates drop lenders rip. And yet $BETR X% Better is the only one with Betsy (AI loan officer) + Tinman (ontology backend) the exact tech that benefits most from falling rates. Small-cap vagaries not fundamentals. This corrects. And $OPEN should be flying on this macro too. Rates down = volume up = spreads up. The market will catch up. Lets ride. 🚀"
X Link 2025-11-25T18:33Z 145K followers, 21.7K engagements

"This interview hits every part of the journey: My grandfather arriving from Ukraine at XX How I find XXX investments Why Im building @EMJXai Why Im outside @Drake s house every day OPEN Army Bitcoin crowd Rising Dynasty family Lets make this one go. 👇"
X Link 2025-11-25T20:06Z 145K followers, 197K engagements

"Just wrapped with @cvpayne and said what most wont. A new Fed chair means a new regime and small caps get oxygen again. Thats where the huge re-ratings live. IREN CIFR BTQ SANA OPEN BETR built for this moment. Rising Dynasty isnt chasing the future. Were owning it"
X Link 2025-11-26T20:33Z 144.8K followers, 68.4K engagements

"@nic_carter just laid out XX reasons why quantum timelines are accelerating. If hes right even partially then BTQ just became one of the most important public companies in the entire crypto + cybersecurity stack. Heres why.👇"
X Link 2025-11-27T03:14Z 144.9K followers, 25.4K engagements

"New Premium Q&A video uploading. Covered questions on OPEN BETR IREN CIFR UPST WULF RXRX. Long-term roadmaps power-law upside and what Im accumulating next. If youre building generational wealth this one matters"
X Link 2025-11-29T16:31Z 144.9K followers, 19.6K engagements

"IREN is down X% today on a headline but the story is simple: they just did the same balance-sheet cleanup Carvana did before its XX run. Extend maturities cut interest costs retire low-strike converts remove dilution free the company to scale AI compute. Short-term noise. Long-term: this is how winners set up the next S-curve. @mikealfred"
X Link 2025-12-02T20:22Z 145K followers, 198.4K engagements

"MSTR down XX% YTD"
X Link 2025-12-05T17:35Z 145K followers, 36K engagements

"Most nations are unprepared for Vision 2041. But two stand out as exceptions: Saudi Arabia and the UAE. Not because of oil. But because they are building their economies on the same architecture the future monetary system is moving toward. They are aligned with the next eras physics"
X Link 2025-12-05T20:16Z 144.6K followers, 32.8K engagements

"Whats wild is that X years ago today every smart money anon hedge fund bro was calling the Carvana team: criminals frauds bankrupt uninvestable They werent analyzing a business. They were performing for each other"
X Link 2025-12-05T23:14Z 145K followers, 34.9K engagements

"This is the real lesson of Carvana: The biggest returns dont come from perfection. They come from violent mispricing caused by herd mentality fear and lazy analysis. Carvana wasnt a meme. It was a misunderstood platform inflecting in real time"
X Link 2025-12-05T23:14Z 145K followers, 20.6K engagements

"And the hedge fund bros They hugged the mediocre average. They mocked what they didnt understand. They laughed at founders instead of laughing at themselves for missing a generational setup. Today the jokes on them"
X Link 2025-12-05T23:15Z 145K followers, 16.2K engagements

"Carvana is what Rising Dynasty is all about: See the truth before the world agrees. Stand firm in non-consensus conviction. Bet on platform physics. Ignore the noise. Ride the power law"
X Link 2025-12-05T23:15Z 144.9K followers, 24.9K engagements

"ZEC down XX% since 11/20"
X Link 2025-12-06T02:19Z 144.9K followers, 12.6K engagements

"If youve ever wondered why I believe BTC reaches $50M and ETH reaches $1.5M by 2041 this is the clearest Ive explained it"
X Link 2025-12-06T03:29Z 145K followers, 116.7K engagements

"And just like Carvana OPEN has multiple engines the Street isnt modeling: iBuying with AI underwriting Asset-light marketplace Mortgage & title Warranties & services Direct-to-consumer funnels Tokenization + USDC rails (longer term) AI operating system for housing transactions This is not a single-line business"
X Link 2025-12-06T13:12Z 145K followers, 5665 engagements

"Ive seen the MSCI comments. In my view it reflects a temporary mismatch between old-world accounting frameworks and new-world treasury design. Bitcoin-treasury companies dont fit neatly inside models built for: fiat cash equivalents static volatility assumptions quarterly disclosures Nothing about that slows BTC adoption but it does highlight why we need treasury systems that speak both languages. Thats where EMJX comes in"
X Link 2025-12-06T15:33Z 144.7K followers, 16.2K engagements

"In the last few days Ive had three different people mention they saw Drake down in the Bahamas. Funny how paths start circling closer before they cross. Feels inevitable at this point timing always reveals itself"
X Link 2025-12-06T16:44Z 145K followers, 9543 engagements

"This tweet with over 300k views in XX hours"
X Link 2025-12-06T17:58Z 144.6K followers, 55.9K engagements

"If Im right about my prediction that BTC is going to $50M by 2041 its still a 558-bagger from here 🤷🏻♂"
X Link 2025-12-06T18:53Z 144.7K followers, 54.2K engagements

"People think philosophy is abstract. Its not. Its the difference between: selling early vs. holding seeing an S-curve vs. missing it becoming wealthy vs. staying trapped repeating the past vs. writing a new story Blake Emerson Nietzsche Drake all taught the same lesson: Identity is a project not a fact. If your identity doesnt change your bank account cant either"
X Link 2025-12-07T09:53Z 145K followers, 1087 engagements

"This is why I talk about dynasties snow walks conviction 100-baggers and EMJX. Because financial transformation is not just numbers. Its mindset narrative identity and the courage to see what others overlook. Every hero becomes a hero at the exact point he resists external pressure. Youre closer than you think"
X Link 2025-12-07T09:53Z 145K followers, 4455 engagements

"Rising Dynasty isnt my story its a map. You dont need to be a philosopher or a rapper or a hedge fund manager. You need three things: One asymmetric bet + One new identity + One decade of becoming. As Blake said: Humans are constantly in a state of creative becoming. Lets become something huge. 💪🏻👊🏻🔥"
X Link 2025-12-07T09:53Z 145K followers, 11.5K engagements

"People hear live dangerously and think it means recklessness. It doesnt. It means refusing the comfort of mediocrity. It means taking calculated risks. It means choosing a life where upside is possible. You dont get 100x outcomes by living safely. You dont just wake up one morning with a 125-bagger like Carvana sitting under your Christmas Tree without years of preparation and trials of fire. You get them by living wisely at the edge"
X Link 2025-12-07T10:51Z 144.7K followers, 8258 engagements

"Agree all leading to a +60% day when they pre-announce OPEN"
X Link 2025-12-08T16:07Z 145K followers, 59.8K engagements

"Before FHFA she helped build Day X Certainty at Fannie Mae one of the biggest leaps in digital mortgage validation. And she worked at Figure building AI-driven origination rails. She literally designed + regulated the future of mortgages before joining BETR. Thats not a VP. Thats a blue-chip asset"
X Link 2025-12-09T10:11Z 145K followers, 3188 engagements

"Now shes leading Tinman Betters fully integrated AI mortgage platform. If youre not paying attention: Tinman is not an LOS. Its not a tool. Its not a feature. Tinman is BETRs plan to become the entire back-end infrastructure for the mortgage industry. Think: Encompass AWS moment"
X Link 2025-12-09T10:11Z 145K followers, 3006 engagements

"Heres the real unlock: Tinmans biggest bottleneck wasnt technology. It was trust. Trust from regulators. Trust from secondary-market buyers. Trust from warehouse lenders. Trust from counterparties. Trust from other lenders who might license the platform. Leah collapses that bottleneck instantly"
X Link 2025-12-09T10:11Z 144.7K followers, 2173 engagements

"Street analysts still model BETR like: ❌ a low-margin originator ❌ a refi play ❌ a pandemic leftover ❌ a cyclical housing trade Thats the old lens. The new lens is: ✔ BETR becomes a platform business ✔ Tinman gets licensed ✔ Margins expand ✔ Cyclicality falls ✔ TAM explodes ✔ AI becomes monetizable infrastructure Leah is the signal"
X Link 2025-12-09T10:11Z 144.7K followers, 1986 engagements

"Totally respect the perspective. But incumbents always say nothing proprietary when a new architecture shows up. Tinman + Betsy are doing something the industry hasnt achieved: combining consumer property and investor graphs into a single underwriting and pricing engine. Thats why Leah is a heavyweight hire she understands both sides of that bridge. Well see the adoption curve play out in the data"
X Link 2025-12-09T13:02Z 144.7K followers, XXX engagements

"On Feb XX 2023 with Carvana at $XXXX (after bottoming at $3.50) I emailed Ernie Garcia Jr. He kindly wrote back. A few weeks ago it hit $XXX. $CVNA was just as special at $XXXX & $XXXX as it is now. Like all of us"
X Link 2025-08-27T11:44Z 145.1K followers, 1.8M engagements

"🧵 Why Im Long $HUT and Why It Could Be a XXX Story by 2029 Ive taken a long position in $HUT (Hut 8) and I think its one of the most misunderstood stocks in the market. Everyone still calls it a miner. I see it as the energy + AI infrastructure platform that the market hasnt caught up to yet (unlike my other X favorite longs IREN and CIFR). 👇"
X Link 2025-10-14T18:44Z 145.1K followers, 252.3K engagements

"Really thrilled to be joining the board of ProCap Financial alongside @APompliano. Pomps a fearless builder and a true pioneer in crypto hes leading a different kind of company thats going to redefine the future of financial services for years to come. Excited to play a part in the journey. Lets ride. 🚀"
X Link 2025-10-21T12:19Z 145.1K followers, 98.9K engagements

"The voices of all the retail investors who have joined the OPEN Army and Rising Dynasty can be ASSURED that YOUR voices will always be represented around the boardroom table at $BRR. I will ALWAYS be your eyes and ears. 🏅"
X Link 2025-10-21T12:25Z 145.1K followers, 38.9K engagements

"For my premium video today which is now uploading I knocked off some big questions on how I evaluate potential 100-baggers as well as questions about $SANA $DEFT $BRR. Someone also asked me to make a Sophies Choice If I could only pick one heres where Id bet my dynasty. 💥 Lets ride"
X Link 2025-10-30T20:04Z 145.1K followers, 32.6K engagements

"Everyone is talking about Carvana going from $XXXX $XXX in X years. A 125-bagger. A complete narrative inversion. Heres the truth: OPEN is setting up for the exact same kind of move under Kaz. And almost nobody sees it yet. $OPEN"
X Link 2025-12-06T13:12Z 145.1K followers, 179.4K engagements

"Day XXX Back in the 6ix. Sometimes the thesis is right but the timing is wrong. IREN and CIFR did nothing for XX months until they did everything. BETR is in that same quiet part of the S-curve. #RDU 105"
X Link 2025-12-06T14:23Z 145.1K followers, 36.6K engagements

"People are saying"
X Link 2025-12-08T02:38Z 145.1K followers, 99.1K engagements

"I thought NYC was cold last week when it was XX damp and windy. Was XX this morning in Toronto 🥶"
X Link 2025-12-09T01:05Z 145.1K followers, 14.3K engagements

"Leah isnt just another VP. She brings a regulators brain a technologists toolkit and a lenders experience. That combination barely exists in the United States. She was leading AI innovation for the FHFA the regulator that oversees Fannie Mae and Freddie Mac. That alone is a huge deal"
X Link 2025-12-09T10:11Z 145.1K followers, 3856 engagements

"NVDA back above its 50-day this morning. Some people traded it others traded Substack subscriptions"
X Link 2025-12-09T12:44Z 145.1K followers, 17.2K engagements

"BTC approaching 94k"
X Link 2025-12-09T16:35Z 145.1K followers, 14.8K engagements

"Instacart (CART) just became the first retailer to offer full checkout inside ChatGPT. No app. No website. Just: I need ingredients for salmon pasta ChatGPT Instacart payment done. This is the beginning of agentic commerce. And the mortgage version of this is coming faster than anyone realizes"
X Link 2025-12-09T17:10Z 145.1K followers, 56K engagements

"Most analysts will miss this because theyre still modeling 2026 refi cycles. Theyre looking backward. The AI agents are pulling the industry forward. BETR is in the right place with the right architecture at exactly the right moment. The market will wake up to this and it could reprice violently"
X Link 2025-12-09T17:11Z 145.1K followers, 6595 engagements

"CART taking off maybe because of this thread BETR hasnt but just a matter of time. will be even more powerful for Vishals team"
X Link 2025-12-09T19:56Z 145.1K followers, 21.7K engagements

"My methodology is simple: Identity Engagement Habit Intent Monetization S-curves Re-rating. When these layers align as they did with CVNA PLTR and OPEN markets respond dramatically. Nextdoor checks every layer and is ready like them for a massive re-rating"
X Link 2025-12-10T12:12Z 145.1K followers, 10.5K engagements

"Cap table tells you everything: Nirav Tolia + Bill Gurley: XX% David Sze (Greylock) Gurley has never sold. Sze has never sold. Nirav has meaningful skin in the game. This is long-term DNA"
X Link 2025-12-10T12:12Z 145.1K followers, 7311 engagements

"Current engagement: 21M WOW (Weekly Active Users) 100M verified users XX% engagement The new AI-first relaunch unlocks a path toward: XX% XX% XX% WOW over the next 2436 months. This is the first S-curve the engagement unlock"
X Link 2025-12-10T12:12Z 145.1K followers, 5862 engagements

"Nextdoor is becoming the operating system for the neighborhood: Faves (AI assistant) Real-time alerts Hyperlocal search Trusted recommendations 4000+ publishers Neighborhood services Home repair routing AI-summarized local knowledge Utility Habit Monetization"
X Link 2025-12-10T12:12Z 145.1K followers, 18K engagements

"Cold-start is being rebuilt from scratch. Nirav said it directly: A new user sees the same experience as a 10-year veteran. Thats broken. Now: onboarding personalization context habit loops. This can unlock 300M verified households over time"
X Link 2025-12-10T12:12Z 145.1K followers, 5431 engagements

"Now the multiple: AI-native ontology-rich platforms trade at: XXXX (RDDT) 2130 (agentic commerce comps) 6090 (PLTR at peak narrative) Using XX forward revenue is conservative. XX $5.7B $142.5B EV. 380M shares $374/share in the power-law case. This is the long-term scenario not a short-term target"
X Link 2025-12-10T12:12Z 145.1K followers, 4586 engagements

"Timing matters. Sarah Friars era was pre-AI: ChatGPT didnt exist the ontology wasnt activated agentic interfaces werent here Now they are. This is the platform moment Nextdoor was built for"
X Link 2025-12-10T12:12Z 145.1K followers, 3991 engagements

"Alerts are the retention engine. During tsunami warnings Nextdoor alerts fired hours before Apples. If a platform becomes your lifeline it becomes your daily habit"
X Link 2025-12-10T12:12Z 145.1K followers, 3722 engagements

"Going to record a premium sub video now with a little more description of the thread I just published here on NXDR"
X Link 2025-12-10T13:02Z 145.1K followers, 55.9K engagements

"But in that darkness I held onto one idea: Some people peak early. Some people ignite late. And the late bloomers the second-act conquerors became my heroes"
X Link 2025-12-11T12:58Z 145.1K followers, 1238 engagements

"Look at the ages of the legends today: Alex Karp is XX. Masayoshi Son is XX. Jensen Huang is XX. These men are not slowing down they are at the height of their power. And look at the late-start greats: Ray Kroc scaled McDonalds in his 50s. Sam Walton took off in his 40s. Colonel Sanders founded KFC at XX. Jim Lanzone is running Yahoo in his 50s. These werent prodigies. They were late-chapter legends"
X Link 2025-12-11T12:58Z 145.1K followers, 1299 engagements

"Carvana is doing something most people miss in real time. XX straight up days. Fresh ATHs. RSI XX (one of the most overbought names in Tech). And yet this isnt retail euphoria. This is what happens after a dead stock survives bankruptcy fears shakes out weak holders and finally gets pulled into the index + momentum complex. Same movie as APP postS&P inclusion. Ownership is still mostly advisors / HFs (56%) not long-only saturation. CVNA is only X% of used car sales with a visible path to durable XX% CAGR. This isnt a squeeze. Its re-rating + ownership transfer. And once you see this pattern"
X Link 2025-12-12T12:53Z 145.1K followers, 40.1K engagements

"My chat with @JonErlichman today on @BNNBloomberg about how China is catching up quickly with the US in semis AI and quantum. Trump needs to continue to step on the gas to stay ahead $BTQQF $NVDA $0981.HK"
X Link 2025-01-23T16:46Z 145K followers, 26.4K engagements

"There will one day soon be panic buying of $IREN and $CIFR and others with energy access to power all the AI data centers needed"
X Link 2025-07-22T14:53Z 145.1K followers, 132.7K engagements

"Citadels Top XX Option Contracts traded yesterday OPEN #7"
X Link 2025-08-05T11:54Z 145K followers, 41.5K engagements

"Im getting a ton of DMs: Eric whats wrong with $OPEN Is it going to zero "TWEET SOMETHING AND MAKE IT GO UP" Why is it down XX% after being up XX% last week Lets cut through the noise and get to the truth. Nothing is wrong. Nothing has changed. And this was entirely predictable"
X Link 2025-11-19T16:28Z 145K followers, 21.4K engagements

"If you want to own the future what are you actually owning today #RisingDynasty"
X Link 2025-11-27T01:47Z 145K followers, 15.1K engagements

"Day XXX. Different location same discipline. The CN Tower behind me isnt a flex. Its a reminder: perspective compounds. And were only getting started"
X Link 2025-11-28T17:21Z 145K followers, 14.9K engagements

"PLTR and NVDA green. GOOG red"
X Link 2025-12-01T16:53Z 145K followers, 15.3K engagements

"Investors always underestimate two things at macro turning points: fast S-curves accelerate slowly consensus adjusts The crowd is never early. They wait for certainty and certainty never arrives. The power-law never apologizes"
X Link 2025-12-02T12:48Z 145K followers, XXX engagements

"So what happens next We enter a period where a handful of companies pull away from the pack: Platforms hitting true product-market acceleration AI-native workflows replacing legacy systems Compute scarcity creating exponential pricing power Digital rails becoming global infrastructure This is where 20100 outcomes are born"
X Link 2025-12-02T12:48Z 145K followers, 1030 engagements

"Surprise #3: The bigger stablecoins become the more the world needs neutral collateral. If trillions of on-chain dollars circulate something has to anchor trust. That asset must be: non-printable non-political non-sovereign In other words: BTC"
X Link 2025-12-05T11:41Z 145K followers, 33.9K engagements

"Power-law winners follow the same arc: First they look small. Then they look silly. Then they look dangerous. Then they become inevitable and absorb the assets everyone thought were untouchable. Every industry is about to go through this cycle"
X Link 2025-12-05T12:16Z 145K followers, 5640 engagements

"Most people look for safety. I look for inevitability. Heres the difference"
X Link 2025-12-05T14:27Z 145K followers, 58.4K engagements

"We will find the next Carvana. And the one after that. And the one after that. While the hedge fund bros keep tweeting snark from the cheap seats well be out here building and backing the next 100-baggers. Dynasties are built on courage not consensus"
X Link 2025-12-05T23:15Z 145K followers, 18.4K engagements

"Meanwhile the market still prices OPEN as if its 2023. It trades at a fraction of real estate peers a fraction of marketplace peers and a fraction of what CVNA traded at before its re-rating. OPEN isnt a housing trade. Its a software + AI + transaction-velocity platform with huge optionality. Exactly what CVNA became"
X Link 2025-12-06T13:12Z 145K followers, 6263 engagements

"None of us perfectly nailed this trade and thats what #RisingDynasty is all about correcting for the next one and the next one"
X Link 2025-12-06T21:41Z 145K followers, 20.7K engagements

"She also brings the network nobody else has: FHFA leadership Fannie Mae contacts Fintech ecosystem Policy makers Secondary market players Big lenders who trust her AI policy teams Mortgage innovation leaders Tinman distribution becomes XX easier with her at the helm"
X Link 2025-12-09T10:11Z 145K followers, 1856 engagements

"So how big could this get Mortgages = $X trillion annual origination market. If even XXX% of future origination flows through AI agents (which is conservative) and BETR becomes the default mortgage endpoint thats: $100B$200B in origination volume per year. BETR earns revenue on every one of those"
X Link 2025-12-09T17:10Z 145K followers, 1234 engagements

"UWM and RKT will spend billions trying to bolt AI onto their legacy stacks. They will move slower. They will be constrained by headcount channel conflict regulation and technology debt. BETR will move faster because it was built for this world. This is a classic Innovators Dilemma moment"
X Link 2025-12-09T17:11Z 145K followers, XXX engagements

"My 100-bagger track record over the past XX years includes: $BABA (private at $10M 2009) Satya Nadella picked as $MSFT CEO (6 mos before) $ROKU $TWLO $CVNA (2017-2018) $BBD.b/CA $XXXX (2020) $CVNA again at $XX (2023) $COIN $XX (2023) $UBER $XX (2023) $DEFT $XXXX (2024) $BTQQF $XXXX (2024) $IREN $X $CIFR $XXXX $OPEN $XXXX (2025) Plenty of misses too. The goal now: fewer misses more of these"
X Link 2025-07-18T13:02Z 145.1K followers, 1.2M engagements

"Better ( $BETR) is the Shopify of mortgages. Its rebuilding a $15T industry from scratch with AI. $FIGR just IPOed & trades at XX 2026 sales. BETR trades at just X but is growing faster than FIGR. I believe BETR is a potential 350-bagger in X years. They laugh at BETR now at $XX like they laughed at CVNA at $XXXX and OPEN at XX. But this is no meme. @emjcapital is long BETR. 🧵"
X Link 2025-09-22T13:31Z 145.1K followers, 709.6K engagements

"Im getting flooded by people wanting me to take a position in BYND the last few days: is this some bot campaign"
X Link 2025-10-18T21:09Z 145.1K followers, 163.2K engagements

"I first bought $BTQ at $XXXX in December. At $X today its already a 43-bagger for meand I still think it can be a 100x1000x from here. Ive mentioned it before but havent done a full deep dive - until now. Quantum is early. The threat is real. BTQ is executing where others are just talking.👇"
X Link 2025-10-28T15:21Z 145.1K followers, 189.8K engagements

"Very excited to see @APompliano and talk about all the future possibilities for $BRR"
X Link 2025-11-14T23:37Z 145.1K followers, 34.4K engagements

"The $XXX Trillion Opportunity Nobody Is Talking About (YET although @vladtenev and @CanadaKaz see it) How HOOD OPEN could create the worlds first liquid real-estate market and each print $310B/yr in high-margin revenue by 2029. This is the real RWA mega-trend. Not treasuries. Not USDC. HOMES. 👇🧵"
X Link 2025-11-15T23:14Z 145.1K followers, 376.8K engagements

"Never bet against someone who refuses to stop. #RisingDynasty"
X Link 2025-11-30T12:19Z 145.1K followers, 17.2K engagements

"If we are serious about saving this country we need to stop pretending that virtue-signaling will somehow make us prosperous. It wont. Prosperity funds progress. Decline funds nothing"
X Link 2025-12-01T19:27Z 145.1K followers, 7267 engagements

"Fire Pierre Poilievre. Now. Before January. End the politics of decline. Find a leader who will unleash Canadas potential instead of managing it downward to impress unelected global elites. Canada doesnt need caretakers. Canada needs architects. #RisingDynasty #cdnpoli #MiddleClass #Leadership #Canada"
X Link 2025-12-01T19:27Z 145.1K followers, 7206 engagements

"OPEN. BETR. IREN. CIFR. All are sitting on early-stage S-curves that institutions still havent modeled: OPEN: software + AI + tokenized real estate BETR: Tinman + Betsy reshaping mortgages IREN/CIFR/HUT: miners AI compute giants These are the places where the next wave hits first"
X Link 2025-12-02T12:48Z 145.1K followers, 1702 engagements

"$CVNA just closed at $XXX. Thats what happens when the market finally sees the platform for what it is. $OPENs path is the same: $XX $XXX $XXX. Power-law never apologizes"
X Link 2025-12-04T21:14Z 145.1K followers, 41K engagements

"Everyone thinks the Clarity Act + Genius Act are just crypto regulation. Theyre not. Theyre the early blueprint for the next global monetary system and almost nobody sees the second-order effects coming. Here are the real surprises"
X Link 2025-12-05T11:41Z 145.1K followers, 96.9K engagements

"The same forces that let Netflix flip Hollywood are driving the next decade: BTC global collateral ETH global settlement AI demand engine OPEN/BETR/IREN/CIFR/BTQ misunderstood future giants Rising Dynasty is simple: See the Albanian Army before the rest of the world realizes who wins the war"
X Link 2025-12-05T12:16Z 145.1K followers, 5792 engagements

"Carvana was added to the S&P XXX today. From $XXXX $XXX in X years. A 125-bagger right in front of everyones eyes"
X Link 2025-12-05T23:14Z 145.1K followers, 559.1K engagements

"Go slurp a flat white guys. Crank out another meaningless spreadsheet and hug the index"
X Link 2025-12-06T03:37Z 145.1K followers, 6850 engagements

"Carvanas breakout wasnt magic. It was a playbook: ruthless cost discipline operational velocity balance-sheet cleanup re-founding the company around data + AI leadership that leaned in when the world said bankruptcy OPEN is running that same playbook faster"
X Link 2025-12-06T13:12Z 145.1K followers, 17.9K engagements

"When Kaz took over Opendoor the company had: heavy legacy processes manual underwriting bloated operational touchpoints messy balance sheet a broken narrative Sound familiar That was CVNA in 2022. And then they flipped the switch"
X Link 2025-12-06T13:12Z 145.1K followers, 8403 engagements

"Heres what OPEN has already done in XX months: Cut underwriting time from days to minutes Reduced workforce from XX touchpoints to X Cleaned up the balance sheet Brought spreads back under control Rebuilt trust with investors Added D2C channels Shifted to transparency + velocity This is textbook platform refounding"
X Link 2025-12-06T13:12Z 145.1K followers, 6852 engagements

"Carvana = +125 in X years. Right in front of everyone. And most people watched it happen from the sidelines. Heres the uncomfortable truth: The next 20100 setups are already visible: $OPEN $BETR $SANA $BTQ and EMJX. Same ingredients every time: Founder obsession Mispriced platform AI curve bending the economics Zero credit until its too late Retail sees this faster than the institutions. They always have. They always will. Dont say nobody told you"
X Link 2025-12-06T21:51Z 145.1K followers, 48.8K engagements

"People dont cling to the past because theyre dumb. They cling to it because it once worked. Past experience becomes a comfort zone masquerading as certainty"
X Link 2025-12-07T04:47Z 145.1K followers, XXX engagements

"This is why every major shift looks unserious at first. Cloud Mobile ads Social graphs AI underwriting Digital assets Programmatic liquidity"
X Link 2025-12-07T04:47Z 145.1K followers, XXX engagements

"The next X years will create the biggest wealth transfer of our lifetime. To participate you need two things: A) Spot asymmetric opportunities early (OPEN BETR SANA IREN HUT CIFR Bitcoin AI infrastructure platform refoundings EMJX etc.) B) Become the person who can hold them through volatility (self-trust conviction identity discipline) This is psychology behavior power-law math. Not hype. Not theory. Not luck"
X Link 2025-12-07T09:53Z 145.1K followers, 1385 engagements

"Every 100-bagger in history came from someone who acted before the crowd: AMZN in XX NFLX in XX NVDA in XX TSLA in XX CVNA in XX BTC multiple times OPEN BETR SANA EMJX potential today The upside wasnt obvious. The danger was. Thats the whole point. If it was easy everyone would have 100-baggers. Almost no one does"
X Link 2025-12-07T10:51Z 145.1K followers, 28.8K engagements

"People are saying about OPEN"
X Link 2025-12-08T08:18Z 145.1K followers, 89.4K engagements

"Everyone is sleeping on the most important executive hire in mortgage tech this decade: Leah Price at Better ($BETR ). The Street has no idea who she is and thats exactly why this will become one of the biggest obvious in hindsight moments of the next S-curve. Heres the real story"
X Link 2025-12-09T10:11Z 145.1K followers, 37.5K engagements

"Most people dont understand what that means. She knows: how the housing system works at the deepest level how regulators think about AI what underwriting models need to show where legacy mortgage tech is broken how policy interacts with automation which tools lenders fear and which theyll adopt This is a rare skill stack"
X Link 2025-12-09T10:11Z 145.1K followers, 3402 engagements

"You dont hire someone with Leahs resume unless youre preparing to scale Tinman beyond your own lending business. Thats why this is the most important underreported catalyst in $BETR. Leahs arrival signals a pivot from: Were a lender Were the AI infrastructure for all lenders. The Street hasnt processed this yet"
X Link 2025-12-09T10:11Z 145.1K followers, 3253 engagements

"Put simply: The Street is sleeping because they dont understand who she is. They see a title. They dont see the leverage. Leah isnt a VP. Shes a force multiplier at the exact moment BETR is ready for its S-curve"
X Link 2025-12-09T10:11Z 145.1K followers, 1744 engagements

"Im long $BETR. And the Street is about to realize why this was one of the smartest executive moves of the year"
X Link 2025-12-09T10:11Z 145.1K followers, 7972 engagements

"New Premium Episode uploading. Today we went deep on: $ASTS $HIMS $OPEN $BETR $SOUN $BYND $IRBT plus 100-bagger frameworks Rising Dynasty volatility and the future of tokenized lending. A big one"
X Link 2025-12-09T12:21Z 145.1K followers, 64.1K engagements

"BTC exploding here Up to $92700"
X Link 2025-12-09T15:57Z 145.1K followers, 11.1K engagements

"In the grocery world CART just became the execution endpoint for AI. In mortgages theres only one company architected to fill that role: BETR (Better Home & Finance). And Wall Street still thinks its a cyclical refi story. Its not. Its becoming the mortgage engine of the AI economy"
X Link 2025-12-09T17:10Z 145.1K followers, 1925 engagements

"Heres the key: AI agents (OpenAI Apple Anthropic Google) will soon do everything from: home affordability rate shopping payment calculations lender comparisons doc collection KYC underwriting prep investor routing But they cannot originate or underwrite the loan themselves. They need a licensed automated execution layer"
X Link 2025-12-09T17:10Z 145.1K followers, 1369 engagements

"UWM and Rocket Mortgage will not be this endpoint. They cant. Their entire mortgage pipelines are built on: call centers human loan officers manual processors PDF uploads 2040 day cycles legacy tech stacks compliance bottlenecks They cannot re-architect these systems fast enough to integrate into the agentic world"
X Link 2025-12-09T17:10Z 145.1K followers, 1146 engagements

"BETR on the other hand has spent years building the machine-native mortgage stack: Tinman automated underwriting Betsy AI loan officer DEEP automated investor matching Zero-touch workflows no humans in the chain 35k+ pre-approvals per month unmatched real-time data flywheel BETR is not a lender. Its a mortgage protocol"
X Link 2025-12-09T17:10Z 145.1K followers, 1094 engagements

"Just like Instacart: The user expresses intent in ChatGPT: Can I afford a 3-bedroom Whats the monthly on $650k What mortgage fits my income The agent instantly routes to the fastest cleanest most API-native executor. That wont be UWM. That wont be Rocket. It will be BETR"
X Link 2025-12-09T17:10Z 145.1K followers, 1037 engagements

"This is why BETRs architecture matters. In agentic commerce: UI becomes commoditized. Execution becomes the moat. The lender with: the fastest underwriting cleanest APIs most automated workflows lowest friction best investor matching wins the entire distribution game. And BETR is XX years ahead of every incumbent here"
X Link 2025-12-09T17:10Z 145.1K followers, 1055 engagements

"The ramp could happen shockingly fast. Remember: Instacarts ACP integration happened overnight. Once OpenAI/Apple/Google/Meta standardize mortgage endpoints: The volume doesnt grow linearly it snaps into place. Mortgage origination is just another API call for an AI agent. This flips the entire industry upside down"
X Link 2025-12-09T17:10Z 145.1K followers, XXX engagements

"BETR becomes: the underwriting engine the compliance engine the pricing engine the application engine the investor routing engine the closing engine All hidden underneath millions of agentic workflows. This is Stripe-level infrastructure but for the largest consumer financial product in America"
X Link 2025-12-09T17:11Z 145.1K followers, XXX engagements

"If BETR executes the power-law upside is obvious. A $2T category being re-routed through AI agents And BETR holding the mortgage endpoint This is not a cyclical trade. Its a platform inflection. And platform inflections create 50100x outcomes. Just ask CART"
X Link 2025-12-09T17:11Z 145.1K followers, 7024 engagements

"Day XXX ❄ Two years ago I walked this same street at 1am because I couldnt sleep. Today I walk it in a snowstorm with purpose conviction and fire. Never give up. Own the future dont rent it"
X Link 2025-12-09T19:25Z 145.1K followers, 62.6K engagements

"Decent timing here"
X Link 2025-12-09T20:41Z 145.1K followers, 59.4K engagements

"Wild to see Opendoor selling merch with Own the Future on the site. The OPEN Army started as a few believers now its becoming the companys culture"
X Link 2025-12-09T23:21Z 145.1K followers, 50.5K engagements

"🚀 NEXTDOOR ($NXDR ): The Most Mispriced Agentic-AI Platform of the 2020s A Rising Dynasty blueprint for a potential multi-S-curve re-rating. Every cycle a few platforms stay misunderstood for years until one moment reframes everything. Nextdoor at $XXXX today feels like one of those moments. Identity + trust + proximity + AI is a rare combination. And the market still models it like an ad network. Let me show you the framework and why Im long NXDR"
X Link 2025-12-10T12:12Z 145.1K followers, 153.9K engagements

"ANGI peaked at $1.9B revenue WITHOUT: verified identity a true trust graph a proximity graph real-time alerts a hyperlocal knowledge base agentic interfaces a publisher network global scale Nextdoor has all of these. Lead-gen TAM: $4B+"
X Link 2025-12-10T12:12Z 145.1K followers, 4759 engagements

"The sleeper unlock: Opportunity Alerts a brand-new monetization surface. XX% of your neighborhood is asking for a plumber right now heres one with availability. Thats: ⚡ Real-time demand ⚡ AI intent understanding ⚡ Hyperlocal matching ⚡ Commerce orchestration This category did not exist pre-AI"
X Link 2025-12-10T12:12Z 145.1K followers, 4394 engagements

"Lead-gen is not the second S-curve. Its another independent S-curve. Ads scale with engagement. Lead-gen scales with intent. Opportunity Alerts scale with real-time neighborhood behavior. Multiple S-curves power-law outcomes"
X Link 2025-12-10T12:12Z 145.1K followers, 16.6K engagements

"Bad day for the anon Substack hedge fund and former hedge fund bros"
X Link 2025-12-10T20:18Z 145.1K followers, 19.4K engagements

"I will be talking to @juleshyman tomorrow at 9:15am ET on @YahooFinance"
X Link 2025-12-10T23:23Z 145.1K followers, 42K engagements

"Huge congratulations to @jackmallers and the entire Twenty One Capital team on ringing the bell at the NYSE. This era is rewriting the rules dynasties can start at XX or XX. Jack is pushing the frontier at XX. Im building EMJX at XX. Different ages. Same mission: reshape global finance for the next century. cc: @Brandonlutnick"
X Link 2025-12-11T12:30Z 145.1K followers, 19.9K engagements

"Something most people miss: When XX% of a companys float trades in XX hours price action stops being about news and starts being about ownership transfer. Weak hands exit. New holders step in. Volume spikes then goes quiet. That silence is the signal. This is how regime changes actually begin. #RisingDynasty"
X Link 2025-12-12T16:26Z 145.1K followers, 30.4K engagements

"Prior to this week $NXDR averaged 2M shares/day. Wed: 57M Thu: 71M Today: 21M by 3pm Big information shocks bring violent turnover first then digestion. Price is noisy. Structure matters more"
X Link 2025-12-12T20:07Z 145.1K followers, 19.3K engagements

"Day XX FOX Business Edition 🎥 Just wrapped my appearance with @cvpayne on Making Money we talked about: 💥 $IREN a 6-bagger since I first mentioned it on his show and still on track to be a 100-bagger heading to $XXX 🏠 $OPEN why @CanadaKaz is a killer CEO rolling every past win into his biggest bet yet If he executes it could be a $40B payday on a $XXX stock. Rising Dynasty is just getting started. ⚔"
X Link 2025-10-07T19:13Z 145.1K followers, 108K engagements

"OPEN will have one of these +61% days like CVNA did in June 2023 when it pre announced higher EBITDA for the quarter"
X Link 2025-12-08T02:06Z 145.1K followers, 99.8K engagements

"Funny yesterdays late day video is already my 6th highest day of impressions since I started XXX days ago I guess people love hearing about Carvana Now up to 7.5M X impressions since I started #RisingDynasty"
X Link 2025-12-09T16:02Z 145.1K followers, 20.5K engagements

"Heres my track record with mispriced platforms: CVNA at $3.50$11 $XXX OPEN at $XXXX - $XXXX $X BETR before institutions SANA at the turn IREN / CIFR / HUT pre-run BTQ at $XXXX X year ago now $XXXX We started buying NXDR at $XXXX. The pattern is always the same: Misunderstood dismissed re-rated"
X Link 2025-12-10T12:12Z 145.1K followers, 8405 engagements

"Why did earlier local attempts fail Yelp Facebook Local Patch Microsofts efforts They were built for the SEO + feed era not for: verified identity trust primitives neighborhood ontology agentic AI interfaces Identity is the foundation. Nextdoor has it"
X Link 2025-12-10T12:12Z 145.1K followers, 4241 engagements

"Programmatic unlock: Nextdoor now supports: ✔ Self-serve ✔ Programmatic (DSP/SSP) Advertisers can buy Nextdoor inventory off-platform through Yahoo DSP. This dramatically expands demand and CPM potential"
X Link 2025-12-10T12:12Z 145.1K followers, 3863 engagements

"International optionality: Nextdoor is already in XX countries. Yelp is U.S. ANGI is U.S. Reddits utility isnt tied to geography. Nextdoor has the only verified global neighborhood graph. The market prices this at zero today. Most institutions still model Nextdoor as an ad-only sub-scale social app. Almost no one is modeling: AI-driven lead-gen real-time neighborhood intent agentic routing Opportunity Alerts This is the same blindspot the market had for PLTRs ontology and CVNAs refounding moment. Microstructure matters: NXDR trades only 2M shares/day on a 224M float very low effective"
X Link 2025-12-10T12:12Z 145.1K followers, 15.8K engagements

"We live in a strange era. People are terrified of getting older until its time for the big Instagram-staged 40th or 50th birthday bash. Everyone documents getting older but almost nobody truly embraces it. When I turned XX I didnt have a party. Honestly I was embarrassed"
X Link 2025-12-11T12:58Z 145.1K followers, 20.5K engagements

"I never made the Forbes XX Under XX list. I dont care. Im aiming for the Forbes XX Under XX list. Longevity youth. Slope starting point. Dynasty dopamine"
X Link 2025-12-11T12:58Z 145.1K followers, 1007 engagements

"Yesterday I watched Philip Rivers talk about returning to the NFL at XX. He didnt say this directly but I could see it in his eyes: One last dance. One last chapter. One last chance to show who you really are. And I felt that in my soul. Thats exactly where I am right now"
X Link 2025-12-11T12:58Z 145.1K followers, XXX engagements

"Quick clarification since a few people asked: I dont use my bio to signal trades. Positions change convictions dont. Im still long all the names Ive discussed for months including $IREN and $CIFR. Bio is about who I am not a ticker tape"
X Link 2025-12-12T20:10Z 145.1K followers, 40.2K engagements

"Tuesday morning matters. More soon. #RisingDynasty"
X Link 2025-12-12T21:51Z 145.1K followers, 23.9K engagements