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

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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.

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Eric Jackson shares 6 stocks that can 100x from here!