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Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently drawing significant attention as investors react to its relative strength against Bitcoin and key institutional inflows ahead of upcoming CPI data. The community remains deeply divided, with bulls pointing to historical April performance and potential breakout catalysts, while skeptics warn of persistent market volatility and macroeconomic pressures affecting crypto valuations.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently trading in a highly volatile spotlight following a public endorsement from President Trump, which has ignited intense debate between bulls citing the company's critical role in national security and bears echoing Michael Burry's skepticism regarding its valuation and competitive threats. The community remains sharply divided, with active discussion focused on whether the stock is primed for a major short squeeze driven by institutional accumulation or if it faces further downside as it navigates a challenging sector-wide software sell-off.

IDEAYA Biosciences, Inc. engages in the research and development of oncology-focused precision medicine. The firm focuses on the targeted therapeutics for patients selected using molecular diagnostics. Its product candidate, IDE196, is a protein kinase C inhibitor for genetically defined cancers having GNAQ and GNA11 gene mutations. The company was founded by Yujiro S. Hata and Jeffrey Hager in June 2015 and is headquartered in South San Francisco, CA.

Ideaya Biosciences Inc

Ideaya Biosciences is surging as investors closely monitor topline results from its Phase 2/3 OptimUM-02 trial evaluating darovasertib in metastatic uveal melanoma. The community is actively debating the potential for an accelerated approval filing and questioning the significance of the partnership with Servier ahead of this high-stakes data release.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is at the center of a heated debate between retail traders betting on a leveraged Bitcoin recovery and skeptics warning of significant share dilution and potential downward pressure. While bulls point to aggressive institutional accumulation and the stock's role as a high-beta proxy for Bitcoin, bears remain focused on the company's continuous capital raises and its tendency to lag during crypto market swings.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is seeing massive momentum driven by a recent integration with World Liberty Financial and expanding interest in its unique Web3 music and live event ecosystem. While the community is actively debating its parabolic rise and long-term potential for utility-based growth, many are also expressing caution regarding potential volatility and the risks inherent in such a rapid, hype-driven price surge.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors rally behind a new multi-billion dollar strategic partnership with Nvidia that integrates their respective AI infrastructure and custom chip ecosystems. The community is actively discussing the stock's breakout potential as it reclaims key resistance levels, with many traders focusing on the company's surging optics business and long-term positioning within the AI supply chain.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is experiencing significant volatility driven by the U.S. government's announcement of a naval blockade in the Strait of Hormuz following the collapse of diplomatic talks with Iran. The community is sharply divided, with bulls betting on a quick market recovery despite geopolitical tensions, while bears point to the blockade as a major escalation that threatens global energy supply chains and complicates the broader macro outlook.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is trending as the community anticipates major near-term catalysts, including upcoming Phase 3 trial completions and pancreatic cancer data presentations at the Digestive Disease Week conference. Investor sentiment remains heavily bullish, driven by the companys strong cash position, recent analyst price target upgrades, and the high-conviction belief that its proprietary alpha-radiation technology is significantly undervalued.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is seeing heavy retail and institutional interest as investors bet on the company's electro-optic polymer technology as a scalable solution for AI data centers. The community is actively debating the transition from R&D to foundry-integrated manufacturing, with recent partnerships and expectations of upcoming tape-out results driving volatility and ongoing speculation about potential major industry acquisitions.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a sharp rally as investors rotate into the stock following a series of high-profile partnerships with companies like Google and SpaceX. The community is actively debating whether this momentum represents a fundamental turnaround supported by new AI infrastructure deals or an overheated move prone to a pullback.

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<ul class="summary-bullets"><li>Jackson believes ‘Pay-In-4’ would add $25 million to $117 million to Dave’s revenue by 2028.</li><li>Jackson, known for his bullish bet in Opendoor, has previously backed Palantir, Carvana, Better Home &amp; Finance, IREN, and BTQ Technologies.</li><li>DAVE shares have declined by over 16% year-to-date; Stocktwits sentiment for the ticker was ‘bullish.’</li></ul>Hedge fund manager Eric Jackson, best known for backing the meme stock Opendoor, published a thesis on Sunday arguing&nbsp;for a strong upside in fintech player Dave, Inc.&nbsp;In a Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://eventhorizoniq.substack.com/p/dave-at-186-pay-in-four-could-add?r=1iiu0&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">blog</a> and accompanying&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ericjackson/status/2043312237939446032">X thread</a>, Jackson said that the market is overlooking a major upcoming catalyst in Dave: the launch of "Pay in Four," which could add between $25 million and $117 million in incremental annual revenue by 2028 and push its stock higher&nbsp;by several multiples.Sezzle, Inc. “went from $4 to $187 doing exactly what DAVE is about to do. Wall Street is modeling zero revenue from it,” he said on his X thread, comparing the buy-now-pay-later (BNPL) lender’s stock’s&nbsp;47-times growth between January 2024 and July 2025.&nbsp;“Even after Hindenburg shorted it and it crashed 68%, shareholders who bought at $4 are still sitting on a 15-bagger.”<h2 class="st-heading-2">‘Pay-In-4’</h2>Dave is a U.S.-based fintech platform offering products such as small-dollar cash advances (ExtraCash), digital banking, budgeting tools, and a subscription model. It uses AI-driven underwriting (CashAI) to assess credit risk and expand lending. The company went public by merging with a special purpose acquisition firm (SPAC) in January 2022.Recently, Dave has seen strong growth – revenue surged about 60% in 2025 with profitability improving sharply – and is rolling out new products. The company is testing “Pay in 4,” a BNPL option that lets customers split a purchase into four equal, interest-free installments, typically paid every two weeks and allows shoppers to spread out payments without using a credit card, with a full-scale rollout expected later this year.<h2 class="st-heading-2">Dave Could Replicate Sezzle’s Growth</h2>Dave is following a successful growth playbook similar to Sezzle (SEZL), but with a superior, more stable business model, Jackson argued. Because Dave already possesses a massive proprietary dataset on its subprime customer base and operates with high-profit leverage, the new revenue engine from Pay in 4 would drive massive growth in net income and lead to a significant long-term stock re-rating.“When you add a product to an existing customer base with no incremental CAC, most of that revenue drops to the bottom line,” Jackson said, highlighting Dave’s lean 200 to 300-member team and 3 million customers.“DAVE already trades at 10.6x forward earnings -- cheaper than Sezzle at 12.7x... At $186, you are getting this optionality [Pay in Four] for free,” he said.<h2 class="st-heading-2">Jackson’s Other Bets</h2>Jackson’s bets are widely watched by retail investors. The EMJ Capital founder, who also runs a crypto treasury company, has previously backed Palantir, Carvana, Better Home &amp; Finance, IREN, and BTQ Technologies, among others.<a href="https://stocktwits.com/symbol/DAVE">Dave's shares</a> are down 16.3% year-to-date. On Stocktwits, the retail sentiment for DAVE was ‘bullish’ as of early Monday.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A trader checking stock market charts. Hedge fund manager Eric Jackson highlighted sharp upside for Dave, Inc. shares. (Picture source: Getty Images)

Opendoor Bull Eric Jackson Says DAVE Stock Could Replicate Sezzle's 47x Run — And Wall Street Is Missing A Major Catalyst

Cash advances platform Dave is testing a new product that would allow customers to split a purchase into four equal, interest-free installments without using a credit card.

Why Opendoor Bull Eric Jackson Thinks DAVE Stock Could Be Next SEZL

Equity

Cash advances platform Dave is testing a new product that would allow customers to split a purchase into four equal, interest-free installments without using a credit card.


Does Rising Resale Velocity Signal Progress in OPEN's Model Reset?

Opendoor's faster home resale pace and leaner inventory suggest Opendoor 2.0 is beginning to gain traction.


<ul class="summary-bullets"><li>Opendoor stock, which is down 20% year-to-date, fell 1% in Thursday’s premarket session.</li><li>Retail traders expressed frustration over the stock’s prolonged weakness.</li><li>The majority of the analysts covering the stock recommend ‘Hold.’</li></ul>Opendoor Technology shares traded nearly 1% lower in Thursday’s premarket session, despite a major stake acquisition by a marquee investor.Morgan Stanley revealed the previous day that it had picked up a 10.2% stake in the online real estate platform. A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1801169/000089542126000103/xslSCHEDULE_13G_X02/primary_doc.xml">13G filing</a> revealed that the bank, through its investment management arm and affiliated units, owned nearly 98 million common shares of Opendoor as of March 31.Other major investors in Opendoor include home-builder Lennar Corp. and institutional holders, including Vanguard Group, BlackRock, and Jane Street.Meanwhile, the stock reaction is another indication of the downward pressure on OPEN shares.&nbsp;Opendoor emerged as a top meme stock, surging more than 2,000% in a two-month stretch last year, but has since slid steadily from September, leaving some traders frustrated.&nbsp;<a href="https://stocktwits.com/symbol/OPEN">Opendoor shares</a> are down 20.4% year-to-date, as of their last close.<h2 class="st-heading-2">Retail, Analyst View On OPEN</h2>On Stocktwits, retail sentiment for OPEN remained ‘bearish,’ unchanged since the start of the week, as many traders discussed the prolonged weakness.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_09_at_2_57_25_PM_png_ce13ec6176.webp" alt="Screenshot 2026-04-09 at 2.57.25 PM.png" width="685" height="81"><figcaption>OPEN sentiment and message volume as of April 9 | Source: Stocktwits</figcaption></figure>“Disappointing as usual. Will turn around one day,”&nbsp;<a href="https://stocktwits.com/vharbinger/message/649756314">said</a> one user. Another&nbsp;<a href="https://stocktwits.com/DonLeon_/message/649784240">wrote</a>: “it’s comical at this point that literally nothing moves the stock price, it could be bought out at $12 a share and it would struggle to break $5.”Analysts are on the fence as well. Currently, five out of eight analysts recommend ‘Hold,’ two recommend ‘Sell’ or lower, and one recommends ‘Strong Buy,’ per Koyfin. Their average price target of $4.64 is about 7% below the stock’s last closing price.<h2 class="st-heading-2">Recent Catalysts For OPEN</h2>However, Opendoor continues to generate buzz with its surging home acquisitions and other moves.&nbsp;Earlier this week, the company revealed that its weekly acquisition contracts jumped 21% to 658 week over week. Last week, Opendoor acquired Doma, which offers software that makes real estate closings, specifically title, escrow and underwriting, faster and more affordable.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Opendoor Technologies (Open Door) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Opendoor Lands Morgan Stanley As A Major Investor – But OPEN Stock Stays Under Pressure

Morgan Stanley disclosed an over 10% stake in Opendoor on Wednesday.

<ul class="summary-bullets"><li>Bed Bath &amp; Beyond CEO Marcus Lemonis proposed a cash-offer marketplace linking homeowners with platforms like Opendoor and Offerpad.</li><li>Lemonis said the initiative would give companies access to over 100 million customers.</li><li>Opendoor recently reported that weekly home-purchase contracts rose 21% to 658 and that it acquired part of Doma’s title automation business.</li></ul>Shares of Bed Bath &amp; Beyond (BBBY) drew attention on Thursday after CEO Marcus Lemonis outlined plans to link homeowners with platforms such as Opendoor (OPEN) through a cash-offer marketplace as part of his effort to turn the retailer into an “everything-home” platform.While&nbsp;<a href="https://stocktwits.com/symbol/BBBY">BBBY stock</a> jumped 11% on Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/OPEN">shares of OPEN</a> rose 2%.<h2 class="st-heading-2">BBBY CEO Eyes Opendoor For Marketplace Push</h2>“My goal is to create a cash offer marketplace,” Lemonis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/marcuslemonis/status/2042069778169225445">said on X</a>, adding the initiative would allow companies like Opendoor and Offerpad a chance to see over 100 million customers and give them the best price.”“Our job is to advocate for our consumers and we’re going to create a marketplace for people are going to bid for their business. Then everybody wins,” Lemonis said.&nbsp;He also called both Opendoor and Offerpad “very investable,” noting that Bed Bath &amp; Beyond had previously evaluated investing in the platforms but chose instead to remain independent while building partnerships.The plan potentially extends Bed Bath &amp; Beyond’s scope beyond retail and installation into housing transaction infrastructure.Lemonis said both Opendoor and Offerpad have “very unique attributes and different characteristics that can complement our home services business and our finance products and service business.”<h2 class="st-heading-2">Opendoor Expands AI Tools And Mortgage Offering</h2>The development comes amid rebuilding efforts across Opendoor’s acquisition pipeline. The company recently reported weekly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-s-home-acquisitions-rise-sharply-retail-traders-stay-on-sidelines-as-stock-trades-38-off-year-s-high/cZJOFmwRIq1">home-purchase contracts</a> rose 21% to 658 under CEO Kaz Nejatian.Opendoor also recently acquired part of Doma’s title and escrow automation business, whose tech is used in a Fannie Mae pilot program to reduce title-insurance costs on refinance transactions. The company has also introduced a 4.99% mortgage product as part of a broader shift toward AI-enabled transaction tools and lending services.<h2 class="st-heading-2">BBBY ‘Everything-Home’ Plan Expands Beyond Retail</h2>The marketplace initiative builds on Lemonis’ broader push to create “the first everything-home company,” combining retail, installation services, financing and housing-related infrastructure into a single platform.The strategy accelerated last week after Bed Bath &amp; Beyond agreed to acquire The Container Store for about $150 million, adding the Elfa storage platform and Closet Works installation business, while restoring a physical retail footprint through over 100 locations expected to be jointly branded with Bed Bath &amp; Beyond.&nbsp;The move followed a separate agreement to acquire F9 Brands, which operates Cabinets To Go, Lumber Liquidators and other home-products businesses, further expanding the company’s presence across flooring, cabinetry and installation categories.<h2 class="st-heading-2">BBBY Turnaround Push Gathers Pace&nbsp;</h2>The marketplace push comes as Bed Bath &amp; Beyond continues restructuring its operations after its 2023 bankruptcy and subsequent acquisition by Overstock.com, which later adopted the Bed Bath &amp; Beyond name.Lemonis said in a January shareholder letter that he expects Bed Bath &amp; Beyond to eliminate $25 million in expenses over the next 12 months through mergers, while also pursuing acquisitions across its core operating pillars.<h2 class="st-heading-2">How Does Retail Feel About BBBY, OPEN?</h2>On Stocktwits, retail sentiment on BBBY was ‘extremely bullish’ amid ‘high’ message volume, while OPEN sentiment was ‘bearish’ amid ‘low’ message volume.One user&nbsp;<a href="https://stocktwits.com/BullTrade100/message/649788027">said</a>, “Offerpad is $0.70 stock and has a chance to do what $OPEN and 10x returns.”<stembedurl>https://stocktwits.com/BullTrade100/message/649788027</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Lowkeyoptions/message/649734399">said</a>, “Marcus lemonis has a solid plan,” referring to the company’s recent acquisition spree.<stembedurl>https://stocktwits.com/Lowkeyoptions/message/649734399</stembedurl>While BBBY stock has risen 33% over the past year, OPEN stock has soared nearly 390&amp; over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rises-ahead-of-es9-reveal-nvidia-stack-shift-focus/cZJgvBYRIrE">Nio Stock Revvs Up Ahead Of Big ES9 SUV Reveal Tonight With Nvidia Stack Shift In Focus — Here’s All You Need To Know</a>

Bed Bath &amp; Beyond logo is seen near the shop in Williston, United States on June 19, 2023.

Bed Bath & Beyond CEO Pulls Opendoor Into ‘Everything-Home’ Marketplace Turnaround Bet

CEO Marcus Lemonis called Opendoor “very investable” and said it has attributes that could complement BBBY’s home services and finance products ecosystem.

Bed Bath & Beyond CEO Pulls Opendoor Into ‘Everything-Home’ Platform Pivot

Why Opendoor Technologies Stock Is Climbing Wednesday

Opendoor Technologies shares are trading higher Wednesday afternoon as crude oil plunged 15% to about $95 a barrel after President Donald Trump claimed a conditional two-week ceasefire tied to Iran...

OPEN’s Home Acquisitions Rise Sharply — Retail Traders Stay On Sidelines As Stock Trades 38% Off Year’s High

Opendoor buys homes and resells them for a profit, and began publicly sharing its homebuying data last October.

Can Opendoor's Checkout and Mortgage Integration Drive Transactions?

Can OPEN's integrated Checkout and mortgage push boost conversions, streamline buying and drive higher transaction volumes across its platform?

<ul class="summary-bullets"><li>Jackson said he tested the theory on over 700 earnings calls over the last two decades.</li><li>The hedge fund manager argued that many SaaS companies are overvalued and vulnerable, as&nbsp;they are trading largely on AI hype.</li><li>Stocktwits sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE.</li></ul>Hedge fund manager and crypto entrepreneur Eric Jackson on Tuesday revealed short positions in Salesforce, Five9, DocuSign, Atlassian, and Asana — backed by a provocative thesis: the companies talking most about AI tend to deliver the weakest forward returns.Jackson, best known for his bullish Opendoor call, said he analyzed 147 earnings call transcripts across 21 enterprise software firms, then expanded the study to 716 SaaS earnings calls spanning the past two decades to test the idea.<h2 class="st-heading-2">‘AI Paradox’</h2>“The result: companies in the top quintile of AI language density underperformed the bottom quintile by 5.4 percentage points over the following 90 days,” Jackson said in his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://eventhorizoniq.substack.com/p/im-short-asana-salesforce-five9-docusign?r=1iiu0&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">Substack blog</a>, calling the trend the “AI Paradox.”He argued that certain SaaS companies are overvalued and vulnerable because their growth narratives are increasingly driven by AI hype rather than underlying demand, masking a broader slowdown in core business momentum.&nbsp;Those companies are facing weakening organic growth, rising customer acquisition costs, and deteriorating pricing power, especially as enterprise spending tightens.&nbsp;“Chegg was a $14 billion company. Management said "AI is an opportunity." Stock went from $115 to $0.67. The same language pattern is now showing up in five enterprise software companies,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ericjackson/status/2038981167311896616?s=20">X thread</a> about his blog. He&nbsp;added that certain companies, such as CrowdStrike, Zscaler, and Palo Alto, are benefiting as well, with AI making their products “more necessary, not less.”But, “the market is punishing both groups equally. That's the mistake.”<h2 class="st-heading-2">Jackson’s SAAS Shorts Already In Doldrums</h2>To be sure, all the companies Jackson has shorted are trading at multi-year lows. Asana shares are at&nbsp;their lowest point on record, while Atlassian stock was the biggest loser on Nasdaq in the first quarter of 2026. CRM declined nearly 30% last quarter, its worst since the 2008 financial crisis.Jackson, who runs EMJ Capital and a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">crypto treasury company</a>, last month said he had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-turns-attention-to-palantir/cZbimd7R4lX">invested in Palantir</a> after the AI company's blowout fourth-quarter results. He has previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">taken long positions</a> on Carvana, Better Home &amp; Finance, IREN, and BTQ Technologies, among others.On Stocktwits, the retail sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE on Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-on-sndk-lead-chip-stock-rally-as-trump-signals-iran-war-nearing-end/cZ7H77fRIn4">MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End</a>

A trader checking stock market charts. Hedge fund manager Eric Jackson said he shorted SAAS stocks. (Picture source: Getty Images)

Opendoor Bull Eric Jackson Shorts CRM, DOCU, TEAM, FIVE, ASAN – Here’s Why

After combing through hundreds of software earnings calls, Jackson’s takeaway is simple: the more a company leans into AI talk, the worse its stock tends to perform.

Opendoor Stock Holds Above Key Support: What's Next For Opendoor?

Opendoor Technologies Inc. (NASDAQ:OPEN) shares are trading around 2% higher Tuesday, sitting just above a key support level at $4.50 as the stock attempts to stabilize after recent pressure.read more...

Opendoor vs. Offerpad: Which iBuying Stock Looks More Compelling Now?

Can OPAD's platform expansion and efficiency gains rival OPEN's push for faster sales, sharper pricing and scaled acquisitions in a tight market?

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Opendoor Investor Relations

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies stock price, Aktie price, news, financials, community insights, and trading ideas, join 10 million+ investors and traders tracking markets in real-time on Stocktwits

Current Price	$4.32
Prev Close	$4.31
Open	$4.37
Dividend Yield	0.00%
50-Day Moving Average	$4.90
Beta	2.52
Avg. Volume	38.9M
PE Ratio	-2.81

52-Week High	$10.87
52-Week Low	$0.5084
Market Capitalization	$4.14B
EPS (Annual)	-$1.70
Price to Book	4.11
Revenue Per Employee	$4.19M

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