Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$OPEN— Eric believes OPEN could reach $82 by 2028, has taken extensive activist actions including meeting with board members and campaigning for CEO change, even standing outside Drake's house for 59+ days to promote the stock
$CVNA— Eric's AI model successfully identified Carvana as a turnaround opportunity when it fell from $400 to $3.50, personally invested at $15/share and saw it recover to $413
$BETR— Eric sees Better as another 'Carvana-like' 100x opportunity based on its AI platform and mortgage origination capabilities, believes it could reach $1000 from $60 by next year with upcoming partnerships
$BTC— Eric is launching a digital asset treasury company that will actively trade Bitcoin using AI models for timing, believing his approach will outperform simple buy-and-hold strategies
$ETH— Ethereum is a core holding in Eric's new digital asset treasury company launching next month, viewed as essential alongside Bitcoin with AI models helping to time entries
$BTQ— Eric personally owns this quantum computing stock that recently uplisted from Canadian OTC markets to NASDAQ, has publicly tweeted about it and engaged in substantive research on post-quantum cryptography
$ALTCOINS— Eric is building a multi-asset crypto treasury to identify undervalued altcoins with 100x potential, comparing them to finding the next Carvana among Russell 2000 stocks
Bearish
$GME— Eric expresses strong negative conviction about GameStop, calling it a dying retail business with no coherent strategy and stating he wouldn't own it even if paid to do so