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On Feb 28, 2023, with Carvana at $9.42 (after bottoming at $3.50), I emailed Ernie Garcia Jr.
He kindly wrote back.
A few weeks ago, it hit $413.
$CVNA was just as special at $3.50 & $9.42 as it is now.
Like all of us.
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Eric Jackson
23K posts
Eric Jackson
@ericjackson
Rising Dynasty | Founder, EMJX (Gen2 Treasury OS) | Incoming CEO & Chairman, $SRXH | Founder, @emjcapital | Board $BRR
North York Entrou em Mart 2007
280 Seguindo148K Seguidores
Damn bro they making our raise look like literal crumbs. 😭🤣
(it’s motivating fwiw)
Bloomberg@business
Kalshi has raised more than $1 billion at a valuation of $22 billion in a new financing round, according to a person familiar with the situation bloomberg.com/news/articles/…
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Rivian’s $1.25B Uber deal looks like validation.
It’s actually a test.
Only $300M is real.
The other $950M only shows up if Rivian hits autonomy milestones that nobody besides Waymo has proven at scale.
So what is this, really?
Uber isn’t betting on Rivian.
They’re buying an option.
25 AV partnerships.
Waymo, Nuro, Lucid, Waabi.
Rivian is one line in a portfolio.
That’s the part most people miss:
One side is diversified.
The other is all-in.
And to chase it, Rivian just pushed out profitability and increased burn.
This is the pattern:
Big announcement
→ narrative expands
→ timelines compress
→ capital requirements grow
→ reality shows up later
Doesn’t mean it fails.
But it’s not validation yet.
It’s conditional demand attached to unproven execution.
That’s a very different thing.
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Eric Jackson retweetou
Disconnect between $NBIS and $IREN is getting larger. Iren due to catch up closer to $50 range in coming days.
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@ModernDad @ericjackson Gotta find wife material. And at my age they are so hard to find someone to have kids with
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Eric Jackson retweetou
I thought having kids would make life less fun.
I could not have been more wrong.
Steve Harvey@IAmSteveHarvey
What is something you believed about life when you were younger that turned out to be wrong?
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@alaskaboatguy And OPEN? We won’t let you down Mike. Good luck in Vegas baby!
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Stock markets too risky for my blood. I’m going where there’s better odds and sunny weather!
Thanks so much there Mr Powell,
And this ain’t letting you off the hook @ericjackson , still got a shit ton of #srxh , might need em after this weekend
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@cvpayne @ericjackson Greatest commercial of all time!!! I had one!
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Eric Jackson retweetou
I still dream about this commercial
History Defined@historydefined
A 1975 Big Wheel commercial.
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Anyone can gird for battle on the green days. Can you do it on the red days?
Lucas & Steve Vs. Sigala Ella Eyre - Source Vs. Came Here For Love (AVIRO MASHUP)(FREE DL=BUY) by AVIRO on #SoundCloud
on.soundcloud.com/UUF1UG0DMwPlaR…
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Eric Jackson retweetou
Hot inflation → rates higher → Nasdaq down.
Middle East escalation → oil up → risk-off.
BTC dropped with everything else.
Most people will say: “see, it’s just another risk asset.”
That’s too simple.
What actually happened was positioning unwinding.
$350M+ in long liquidations turned a slow move into a fast one.
That’s mechanics, not thesis.
The real shift happening right now isn’t AI up or down.
It’s this:
AI is making intelligence cheap.
And when intelligence gets cheap,
business models built on expensive humans start to break.
That’s why software is getting repriced.
That’s why “durable” moats suddenly look fragile.
The market isn’t asking who wins AI.
It’s asking:
which companies still make money when you need fewer people to run them.
That’s the game now.
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Crypto didn’t drop because of the Fed.
It dropped because it’s still owned like a tech stock.
$350M of liquidations → forced selling → reflexive move.
But look underneath:
• S&P now trading onchain
• Oil already trading 24/7 on crypto rails
• $10B of FTX capital about to re-enter
Price says “risk asset.”
Reality says “new financial system.”
That gap doesn’t close quietly.
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Here’s what Eric has to say about signals. Not familiar enough with Open, however I agree with BTC and IREN.
The resilience is there.
Eric Jackson@ericjackson
Bitcoin dropped $5K on CPI in the last 24 hours. But the real signal isn’t BTC. It’s showing up in BTC, OPEN, and IREN at the same time. And almost nobody is seeing it.
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Eric Jackson retweetou
We don't give trade advice. But we do publish timestamped signals.
Here are 5 times our sensors fired before major moves -- with exact dates, prices, and outcomes.
No hindsight. No edits. Append-only ledger.
Receipts:
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