Episode summary
How to Find the Next 10x Stock Before Everyone Else
Summary
Eric Jackson argues that retail investors now matter more to public companies, but that successful retail organizing still requires leadership, authenticity, and visible engagement. He says companies should be open and transparent, and points to video earnings calls as a simple way to build trust rather than hiding behind audio-only presentations.
He also lays out how he uses AI in investing: not for simplistic prompts like finding “the next Carvana,” but for comparing business models, identifying what differentiates competitors, and choosing the right model for the task. He says ChatGPT is best for creative output, Claude for general work, and Kimi for coding and website work.
A major theme is his bullish view of AI infrastructure and Hut 8. After visiting Hut 8’s Riverbend campus in Louisiana, he says the scale of land, power, and coordination changed his understanding of the business. He argues the company is building valuable optionality without shareholder dilution by using debt and landing anchor tenants, and he calls Hut 8 one of the most misunderstood stocks.
Jackson also describes his AI-driven bitcoin regime model, which has flagged shifts in market conditions ahead of large moves. He says the model is useful because it reduces emotion, helps him know when to sell, and can even be used to challenge prediction markets like Polymarket.
Key takeaways
- Jackson says retail investors now influence public markets, but companies still need leadership and authenticity to convert that influence into real support.
- He argues AI works best for investing when it is used on complex questions about competitive differentiation, not simplistic stock-picking prompts.
- Jackson says Hut 8’s Riverbend campus showed him that AI data centers are a coordination and power-buildout business, not just a software story.
- He says Hut 8’s use of non-recourse debt and anchor tenants could create substantial value without diluting shareholders.
- His bitcoin model is designed to identify market regime changes early and help remove emotion from sell decisions.
- Jackson says AI can also be used to spot when prediction markets like Polymarket are mispriced.
Notable quotes
“there's never been a better time in human history for retail to have an impact because AI makes it so easy”
“I came away thinking like hey this is one of the most misunderstood stocks out there”
“it's it's basically a kind of what what kind of Bitcoin market are we in? um model”
Topics
- retail investor rise
- ai investment research
- ai data centers
- stock picking and conviction
- ai bitcoin model
Companies and tickers mentioned
- CVNA
- OPEN
- HUT
- Carvana
- Opendoor
- Hut 8
Watch the episode
Watch “How to Find the Next 10x Stock Before Everyone Else” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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The Pomp Podcast, this episode and its artwork belong to Anthony Pompliano. Octagon is not affiliated with the show; this page is an independent summary.