Hedge fund supervisor Eric Jackson doubled down today on his ultra-bullish require Better Home & & Financing Holding Co. (NASDAQ: BETR), framing the home mortgage platform as an AI business masquerading as a lending institution– and comparing its trajectory to what he states made Palantir Technologies Inc. (NASDAQ: PLTR) a breakout winner.
From Home Loan Loan Provider To AI Platform
In a post on X by Jon Erlichman, Jackson stated Better has actually restored its service around 2 core innovations:
- Tinman, which structures debtor and residential or commercial property information like Palantir’s ontology.
- Betsy, its agentic AI layer that automates home mortgage decision-making and execution.
He argues that the platform enables Much better to stem at far lower expenses than its peers while enhancing speed, prices, and precision.
Jackson stated the marketplace still sees Much better as a money-losing home mortgage lending institution caught in a dead real estate cycle, however argued that it has in fact progressed into an AI os for real estate financing, following a comparable playbook to Palantir in a various market.
Opendoor Win Sets Phase For Better
Jackson initially made waves in mid-2025 by anticipating a 15,978% advantage in Opendoor Technologies Inc. (NASDAQ: OPEN), when the iBuying platform was near its 52-week lows.
Likewise Check Out: OpenDoor Is The Next Carvana? Stock Rises 43% On Activist Financier’s Handle Business: ‘I’ll Saddle Up’
The call was extensively buffooned at the time. However in the previous 6 months, OpenDoor has actually rallied approximately 1,492%, driven by restored real estate activity, retail financier interest and enhancing system economics– making Jackson the casual title of “meme stock god” amongst parts of retail trading neighborhoods.
Structure on that performance history, Jackson is now using a comparable structure to Better.
In a video post, he stated Better’s earnings is starting to reveal early indications of an S-curve, pointing out 51% year-over-year development, flat business expenses and quickly scaling AI-driven automation.
He argued that as home mortgage and refinancing volumes recuperate heading into 2026, Better’s expense benefit and innovation stack might set off substantial operating take advantage of.
Much better shares closed Friday at $45.05, up 1.81% on the day.
Jackson stated he anticipates a “complete re-rating” over the next 12 to 18 months, repeating that Better is his leading stock choice for 2026, based upon its AI change and long-lasting platform capacity.
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