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EJ
Eric Jackson
EMJ Capital (founder and CIO)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Asked whether the Kimi open-source model release changed the neocloud story, he invokes Jevons Paradox: cheaper models 'just create more demand for AI' @0:54 and 'The demand for compute is sky high' @1:39, adding his wife just adopting ChatGPT means 'the masses are coming' @1:52. Whisper garbles neocloud as 'Neil Clout', IREN as 'iron', Cipher as 'Cypher', Kimi as 'Kimmy'.
“So nothing has really changed from my kind of long-term bullish take. I still own iron, I still own Cypher. Probably my favorite Neil Clout is Hut 8.”
Nasdaq since this was said: ▲ +0.9% · 25,508 → 25,742 · as of 2026-07-22
Host: 'Dave, by the way, is the name Europe big and you're buying more in a dip. You think it's a $2,000 stock?' Jackson: 'I do' @3:26. He frames Dave as 'in some ways an AI play' @3:27 disrupting payday borrowing via cashflow underwriting, and says he first pitched it around $165 in the spring @4:04.
“We're at about 450 now, but they are just getting started. I see this as a long-term $2,000 play for me and I'm sticking with it.”
Asked if the worst is over for Strategy and Bitcoin: 'I do, I think we've gotten shaken out' @4:25, though only 'not into a full blown bull market, but... a mixed market' @4:30. On Strategy: 'It's kind of like holding a 3X ETF in the name' @4:48, doing worse than Bitcoin down and better up.
“I think there is more good news to come from Bitcoin. That is a name that has definitely been washed out and people have kind of given up on and turned their backs on.”
Bitcoin since this was said: ▲ +1.2% · 65,199 → 65,953 · as of 2026-07-22
He pitches Nextdoor as an AI play on proprietary neighborhood data: 'look for the companies that have access to proprietary data' @5:16, with 15 years of neighborhood information that merged with AI 'creates products that haven't existed before' @5:40.
“So watch the name like NXDR to continue to kind of start to inflect here. And they've got tons of cash on their balance sheet. It's a very cheaply priced company.”
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