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@JerryCap Avatar @JerryCap Jerry Capital

Jerry Capital posts on X about $abnb, $asml, asml, $gpn the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% automotive brands XXXX% currencies XXXX% countries XXXX%

Social topic influence $abnb #356, $asml #12, asml #19, $gpn #5, business 3.09%, ai 3.09%, bullish #2433, $four #26, $csgp #5, $goog #250

Top accounts mentioned or mentioned by @pythiar @judechrist44 @tidefallcapital @boybelieber056 @prosperousguy @jm_investment0 @nasdaqpapi @jakeayes @buffersandbeta @macaronicapital @strangercapital @pranitbauva1997 @puentecap @rafaelbragana6 @grok @permastonks @ishfaaqpeerally @jake_ayes @qualityinvest5 @bearforce_won

Top assets mentioned Airbnb Inc (ABNB) Global Payments Inc (GPN) 4 (FOUR) CoStar Group, Inc. (CSGP) Alphabet Inc Class A (GOOGL) PoolTogether (POOL) Watsco, Inc. (WSO) Zoetis Inc (ZTS) Neurobro (BRO) IBM (IBM) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Zillow Group, Inc. Class C Capital Stock (Z) HUBSPOT, INC. (HUBS) Parachute (PAR) S&P Global Inc (SPGI) TransDigm Group, Inc. (TDG) Msci Inc (MSCI) Booking Holdings Inc (BKNG) Amazon.com, Inc. (AMZN) DisChain (DIS) Fiserv Inc (FISV) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX)

Top Social Posts

Top posts by engagements in the last XX hours

"$ABNB has no advertising business"
X Link 2025-12-07T00:21Z 53.9K followers, 41.8K engagements

"Do we still like this one $WSO"
X Link 2025-08-21T15:37Z 53.9K followers, 5134 engagements

"This is probably a long $ZTS"
X Link 2025-11-21T16:59Z 53.9K followers, 19K engagements

"$FOUR can't even catch a bid on this"
X Link 2025-11-27T13:06Z 53.9K followers, 24.1K engagements

"$ASML $1100"
X Link 2025-12-02T14:39Z 53.9K followers, 4489 engagements

"Oil & Gas (20142016 then 2020 crash 2022 supercycle) Tobacco (19982004 dead forever 10+ years of 2030% CAGR) Financials Post-GFC (20092013) Telecom (20012004 post-bubble collapse) Integrated Refiners (20082013); Airlines (Post-GFC 20092013 consolidation period) Global Payments (2021 to 2026 M&A unwind 50+ years of XX% CAGR) The Final Bear Market Rally"
X Link 2025-12-02T16:35Z 53.9K followers, 36.9K engagements

"@TidefallCapital @BucknSF ya $FOUR more expensive but skeletons in closet much less likely as Jared owns most of the biz. also terminal value for four is higher as they likely sell so you don't need to assume multiple fading to gpn (although both deserve higher multiples )"
X Link 2025-12-04T13:26Z 53.9K followers, 1819 engagements

""we anticipate investor perception of $ASML will shift from a "WFE minus" to a "WFE plus" story supported by 500bps GM expansion by '30E and driving a 5-year XX% EPS CAGR.""
X Link 2025-12-08T10:24Z 53.9K followers, 41.2K engagements

"I am in the market for every single $GPN share below $XX never seen anything like this. Priced for fraud"
X Link 2025-11-20T15:57Z 53.8K followers, 67.6K engagements

"$ABNB is too cheap"
X Link 2025-11-24T18:31Z 53.8K followers, 45.7K engagements

"$ABNB the monopoly "multi-homing is declining""
X Link 2025-11-26T15:58Z 53.8K followers, 5072 engagements

"Dear God Its Beautiful It's $ABNB It's a MONOPOLY"
X Link 2025-11-27T15:28Z 53.8K followers, 25.3K engagements

"AI Winners Basket includes NVDA (not covered) GOOGL MSFT AMZN META AVGO (not covered) TSMC (not covered) ORCL PLTR AMD (not covered) MU (not covered) & IBM (we exclude major nonAI outperformers like AAPL TSLA & LLY). This basket added $15T in market cap ($14T ex-TSMC) since the launch of ChatGPT (3 years). For comparison in that same time span the S&P XXX added $25T of market cap & the 2025 US GDP today is $30.5T""
X Link 2025-12-01T11:08Z 53.8K followers, 9257 engagements

"Easy 5%+ margin expansion oppy at $ABNB. Could push incremental margins to above 50%. Different story than a SaaS co that is stuck on engineering cost/feature parity treadmill"
X Link 2025-12-01T12:19Z 53.8K followers, 2739 engagements

"JPMorgan raises its price target on $ASML to $1275 from $1175 reiterates Overweight and adds the stock to its Analyst Focus List saying $ASML remains the premier way to play what it calls the most attractive segment in semicap heading into 2026. The analyst says memory is poised to be the key driver of upside and expects a meaningful pickup in orders from longlead time suppliers like $ASML in Q4. The firm views the setup as increasingly favorable given cyclical tailwinds and strengthening demand visibility.""
X Link 2025-12-01T14:38Z 53.8K followers, 43K engagements

"For $GPN specifically Elliot on the board debt load above 3x and they closing WP. I'm bullish on their ability to do the transaction. debt load and Elliot force them to do one thing next XX months (no m&a which is why the stock is where it is. with no m&a the financials mechanically clean up over next XX to XX months). $GPN is not a shrinking business yet its priced as if it's not only shrinking but terminally impaired"
X Link 2025-12-04T10:49Z 53.8K followers, 2641 engagements

"$CSGP going nuclear on $Z You gotta be crazy to own Zillow"
X Link 2024-02-09T15:58Z 53.9K followers, 25K engagements

"$HUBS x $GOOG"
X Link 2024-04-04T17:46Z 53.9K followers, 4996 engagements

"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"
X Link 2025-10-07T14:37Z 53.9K followers, 4729 engagements

"not sure how they define quality but would note some companies that I define as quality in drawdown vs market at ATHs please add to the quality drawdown list bad additions will be judged heavily $SPGI $CSU $TDG $CSGP $MSCI"
X Link 2025-10-16T13:50Z 53.9K followers, 52.5K engagements

"new guidance XX% growth for Adyen"
X Link 2025-11-11T19:13Z 53.9K followers, 15.6K engagements

"is this true $POOL"
X Link 2025-11-16T21:54Z 53.9K followers, 17.8K engagements

"$POOL just retraced the entire COVID bump"
X Link 2025-11-18T14:48Z 53.9K followers, 9985 engagements

"$ABNB is a monopoly "in 2023 XX% of worldwide short term rental supply was listed on all three of the main OTAs (AirBnB VRBO and Booking)and only X% is listed on a combination of just $BKNG and Vrbo. Cumulatively Airbnb listed XX% of global short-term rental properties on its platform with $BKNG and Vrbo both at XX% in 2023""
X Link 2025-11-26T15:47Z 53.9K followers, 29.3K engagements

"@ComebackCap short selling"
X Link 2025-12-01T02:57Z 53.9K followers, XXX engagements

"Pretty bearish $AMZN AI position but bullish AWS numbers. Azure to zero. $GOOG clowning on everyone"
X Link 2025-12-01T14:21Z 53.9K followers, 74.2K engagements

""The company is widely expected to promote from within" $DIS"
X Link 2025-12-02T14:12Z 53.9K followers, 2741 engagements

"Legacy Payments has bottomed"
X Link 2025-12-03T14:53Z 53.9K followers, 44.8K engagements

""To command a premium multiple not a 6x P/E a fintech needs XX% to XX% revenue growth fueled by product innovation pricing power and platform lock-in." WRONG at 6x PE you can grow X% and you will clown everyone"
X Link 2025-12-04T17:46Z 53.9K followers, XXX engagements

""While Stripe and Adyen spent a decade building a unified global system from scratch GPN spent its time stitching together disparate regional systems through M&A." Adyen and Stripe are essentially high teens in five years low teens growers and then you will see that they lack distribution in in-person SMB"
X Link 2025-12-04T17:46Z 53.9K followers, XXX engagements

"Well we just neutralized the biggest risk to $CSU I guess"
X Link 2025-12-04T18:32Z 53.9K followers, 16.7K engagements

"$ABNB (monopoly in alternative accommodations) +2.3%"
X Link 2025-12-05T16:38Z 53.9K followers, 5725 engagements

"my robot told me to buy $ASML in August so I guess I have a lot of cognitive empathy for the non-human mind"
X Link 2025-12-07T01:43Z 53.9K followers, 12.2K engagements

"@PuenteCap if Uber and Dash can have an advertising business so can $ABNB lol"
X Link 2025-12-07T10:40Z 53.9K followers, XXX engagements

"Litho intensity increased in 2025 and is set to continue increasing"
X Link 2025-12-08T10:24Z 53.9K followers, 2865 engagements

"EUV layers have increased from X for DRAM 1b node (2023/24) to X for DRAM 1c (2025/26) and will increase further to XX for DRAM 1d node (2027/28)"
X Link 2025-12-08T11:25Z 53.9K followers, 2215 engagements

"@PythiaR ya I don't get it what did ppl think was gonna happen here why be bullish AI and not the monopoly supplier"
X Link 2025-12-08T13:18Z 53.9K followers, 2739 engagements

"$NFLX will almost certainly "revive" the theater once industry consolidation is over. At that point it will be free money"
X Link 2025-12-09T12:14Z 53.9K followers, 4979 engagements

"Hassett is very very very dumb"
X Link 2025-12-10T10:32Z 53.9K followers, 5987 engagements

"It's going to be very hard to buy the dip when this retard is blowing up the economy with his Grade X economics degree from the University of Dow 36000"
X Link 2025-12-10T10:45Z 53.9K followers, 1820 engagements

"$ASML top pick at MS"
X Link 2025-11-29T13:36Z 53.9K followers, 15.6K engagements

"$ASML DUV in China"
X Link 2025-11-30T12:05Z 53.9K followers, 5080 engagements

"The ammo we need for a bottom $GPN short thesis"
X Link 2025-12-04T17:46Z 53.9K followers, 7892 engagements

"$ASML BNP shows a path to XX EUV tools by 2030 🚀 🚀 🚀"
X Link 2025-12-10T12:20Z 53.9K followers, 3630 engagements