Power Mining Analysis

Hedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy!


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Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures.

• Built a tech-focused hedge fund that found early opportunities in companies like Alibaba, Roku, and Twilio
• Survived devastating losses in 2021-2022 before rebuilding with an AI-focused approach
• Developed predictive models that identified Carvana at $11 before its massive comeback to nearly $400
• Uses a combination of technical indicators, fundamental analysis, and alternative data to find opportunities
• Focuses on "Lazarus companies" that transition from growth-focused to sustainably profitable
• Spotlighted Iren and Cipher as Bitcoin miners potentially positioned for massive growth through power infrastructure
• Believes Bitcoin miners with gigawatt-scale power assets are misunderstood by Wall Street
• Values leadership teams that invest personally in their companies during downturns
• Admits his biggest weakness is selling winners too early or holding losers too long
• Sees a future where individuals and companies hold significant portions of wealth in cryptocurrency

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Power Mining AnalysisBy Anthony Power & Bryce McNallie