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@JerryCap Avatar @JerryCap Jerry Capital

Jerry Capital posts on X about $gpn, $asml, asml, $abnb the most. They currently have XXXXXX followers and XXX 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 #2434 technology brands XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $gpn #2, $asml #42, asml #65, $abnb #62, $tdg #3, open ai #152, $msft #81, $amat #34, $amzn #135, agentic #156

Top accounts mentioned or mentioned by @pythiar @grok @c0n5tantinople @libertyrpf @compoundpapi @lokoyacap @no_cap_cap @4drant @autumncapital @kairospraxis @itsamekaaay @sama @scuttleblurb @brentmuio @borrowedideas @evrgn11112231 @desmondjywee @returnoncap @frazier_cap @icemancapital

Top assets mentioned Global Payments Inc (GPN) Airbnb Inc (ABNB) TransDigm Group, Inc. (TDG) Microsoft Corp. (MSFT) Applied Materials, Inc. (AMAT) Amazon.com, Inc. (AMZN) Factset Research Systems, Inc. (FDS) S&P Global Inc (SPGI) Fiserv, Inc. (FI) 4 (FOUR) Msci Inc (MSCI) Danaher Corporation (DHR) PayPal Holdings Inc (PYPL) Shopify Inc (SHOP) Intel Corporation (INTC) CoStar Group, Inc. (CSGP) Watsco, Inc. (WSO) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Mastercard, Inc. (MA) Lam Research Corporation (LRCX) KLA Corp (KLAC) Repligen, Corp. (RGEN) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Brookfield Asset Management Inc (BAM) Chipotle Mexican Grill, Inc. (CMG) Broadcom, Inc. (AVGO) Verisk Analytics, Inc. (VRSK) CME Group Inc (CME) Parachute (PAR) SPX6900 (SPX)

Top Social Posts #

Top posts by engagements in the last XX hours

"EV/AGENTIC GMV"
X Link @JerryCap 2025-10-14T20:22Z 52.7K followers, 4877 engagements

""the Dutch economy is based soley on $ASML" whose gonna tell him"
X Link @JerryCap 2025-10-13T09:39Z 52.7K followers, 40.2K engagements

"reminder $MSFT AI strategy looks weak"
X Link @JerryCap 2025-10-12T09:18Z 52.7K followers, 14.2K engagements

"$ASML a direct beneficiary of $INTC being too big to fail"
X Link @JerryCap 2025-10-03T10:22Z 52.7K followers, 16.9K engagements

"Starting to hear some AI chatter around these names justified or not. $FDS"
X Link @JerryCap 2025-09-20T08:47Z 52.7K followers, 7382 engagements

"Legacy infra isn't just tech it's culture process and incentives. $GPN"
X Link @JerryCap 2025-09-20T00:51Z 52.7K followers, 4178 engagements

"Robot digesting UBS upgrade of $ASML Memory Drives the next leg"
X Link @JerryCap 2025-10-06T23:49Z 52.7K followers, 4636 engagements

"Last year $MAGT was growing ARR at XX% with XX% ebitda margins trading at 3.5x sales selling software to police stations"
X Link @JerryCap 2023-01-20T19:06Z 52.7K followers, 9512 engagements

"$GPN update from JPM Conference Robot is adding 🚀"
X Link @JerryCap 2025-09-21T13:11Z 52.7K followers, 3504 engagements

"@StockTalk416 @ContrarianCurse @DynamicMoats $GPN army about to head to Drake's house 🚀"
X Link @JerryCap 2025-08-24T13:21Z 52.7K followers, 1306 engagements

"Why is this worth twice the multiple of $GPN shouldn't they be the same ish"
X Link @JerryCap 2025-09-07T12:36Z 52.7K followers, 7668 engagements

"Either $GPN works or everything else in the space is catching down to $GPN. Hard to even prefer $FOUR over $GPN. It's almost not worth comparing them as the risk profiles/structure is entirely different"
X Link @JerryCap 2025-09-27T14:27Z 52.7K followers, 3116 engagements

"acquisition story at $TDG seems over they have to put up $XXX million to get X% EBITDA "Closed Acquisition of Simmonds for $765MM Adding $70MM of FY26 EBITDA""
X Link @JerryCap 2025-10-13T09:35Z 52.7K followers, 17.6K engagements

"@LowerlineRsrch $GPN 6x 2026 better than any industrial biz in the 90s"
X Link @JerryCap 2025-09-26T10:39Z 52.7K followers, XXX engagements

"$ASML as the cleanest secular play on Al compute scaling"
X Link @JerryCap 2025-10-13T09:51Z 52.7K followers, 11.8K engagements

"Worldpay's Inclusion in AP2 $GPN "If GPN executes their tech debt containment and AI-enhanced orchestration vision they can become a relevant infrastructure player in this agentic commerce world even if theyre not glamorous.""
X Link @JerryCap 2025-09-21T13:47Z 52.7K followers, 3695 engagements

"$ASML Shipment Estimates"
X Link @JerryCap 2025-10-06T17:37Z 52.7K followers, 4829 engagements

"$MSCI Fund Creation Market Share"
X Link @JerryCap 2025-07-27T18:02Z 52.7K followers, 10.4K engagements

"Capital Intensity Shifts Help $ASML not $AMAT"
X Link @JerryCap 2025-10-09T10:55Z 52.7K followers, 3259 engagements

"$CSGP going nuclear on $Z You gotta be crazy to own Zillow"
X Link @JerryCap 2024-02-09T15:58Z 52.7K followers, 25K engagements

"MBI calling out $ABNB as a long"
X Link @JerryCap 2025-10-01T19:45Z 52.7K followers, 4528 engagements

"Out of $TDG 🚀"
X Link @JerryCap 2025-05-05T18:03Z 52.7K followers, 28.9K engagements

"Do we still like this one $WSO"
X Link @JerryCap 2025-08-21T15:37Z 52.7K followers, 4745 engagements

"anyone other than Chesky bullish on any of this"
X Link @JerryCap 2025-10-10T12:28Z 52.7K followers, 21K engagements

"WOW SO ORIGINAL FLUFFY $GPN"
X Link @JerryCap 2025-09-30T21:14Z 52.7K followers, 6397 engagements

"@Luce_On_TSLA what multiple you think $GPN should trade at"
X Link @JerryCap 2025-09-27T14:32Z 52.7K followers, XXX engagements

"Robot likes the $GPN news"
X Link @JerryCap 2025-09-29T13:04Z 52.7K followers, 3759 engagements

""We conclude that the cloud industry market is expanding much faster than we had expected. We now forecast 2029 industry cloud revenues growing to $873B from $230B in 2024 (31% CAGR)." $GOOG $AMZN $MSFT $ORCL $NBIS $CRWV"
X Link @JerryCap 2025-10-01T16:46Z 52.7K followers, 14.4K engagements

"Quality vs. Value $MA vs. $GPN I'll take $GPN with rates where they are and valuations where they are. We could have a raging bear market and $GPN could double"
X Link @JerryCap 2025-09-27T14:23Z 52.7K followers, 5352 engagements

"why would you invest in anything other than semiconductor stocks"
X Link @JerryCap 2025-10-06T13:42Z 52.7K followers, 32.9K engagements

"Mark Miller bought some $DHR as well or what"
X Link @JerryCap 2025-10-01T13:35Z 52.7K followers, 8423 engagements

"@PaneerCap @Luce_On_TSLA I reject the notion that $GPN is broken"
X Link @JerryCap 2025-09-27T14:53Z 52.7K followers, XXX engagements

"Export restrictions turning into a slow structural drag $AMAT $LRCX $KLAC"
X Link @JerryCap 2025-10-09T10:47Z 52.7K followers, 5599 engagements

"imagine $MSFT Disneyed themselves"
X Link @JerryCap 2025-10-13T21:20Z 52.7K followers, 7850 engagements

"great post from MBI today $ABNB stock has been a dog as US travel getting smoked by angry Canadians any chance this is structural $ABNB an anti US sentiment proxy stonk"
X Link @JerryCap 2025-10-07T14:37Z 52.7K followers, 11K engagements

""we anticipate $SPGI will revise its MI mid-term growth guidance from the previously ambitious XX% to a more achievable XX% aligning with historical performance 7%/6%/7% organic in FY23/FY24 /FY25E respectively.""
X Link @JerryCap 2025-10-07T00:28Z 52.7K followers, 6119 engagements

"$GPN had in place the same compensation plan since 1994"
X Link @JerryCap 2025-09-20T00:51Z 52.7K followers, 3426 engagements

""Verizon needs a super app strategy for the metaverse" Dan probably"
X Link @JerryCap 2025-10-06T13:36Z 52.7K followers, 5757 engagements

""If we just look at the cloud market most of us including myself thought that we would have an oligopoly of Amazon Microsoft and Google just a few years ago as it was unimaginable to expect that anyone would raise enough funds to invest +$100B to build out an AI cloud infrastructure." - @RihardJarc"
X Link @JerryCap 2025-10-09T15:18Z 52.7K followers, 7590 engagements

"Bioprocessing workflow Upstream (cell line development cell culture) Downstream (harvest & clarification purification formulation fill finish) cc: $DHR $DIM $RGEN"
X Link @JerryCap 2024-06-26T15:16Z 52.7K followers, 34.8K engagements

"OpenAI now incentivized to use $AMD chips over $NVDA. Interesting of thinking where this relationship sits on the AI compute spectrum"
X Link @JerryCap 2025-10-10T12:50Z 52.7K followers, 31.9K engagements

"wonder if they learned something they didnt like"
X Link @JerryCap 2025-10-13T23:00Z 52.7K followers, 11.8K engagements

"Are $ADYEN and Stripe winning the easy to steal share from Worldpay ( $GPN) first or last What remains at Worldpay likely quite sticky as Adyen growth slowing to low 20s now"
X Link @JerryCap 2025-09-07T13:46Z 52.7K followers, 6219 engagements

"@valiovalentino how long ago did they buy $ABNB do you know off top of your head"
X Link @JerryCap 2025-10-10T13:02Z 52.7K followers, XXX engagements

"Stripe could have bought trillions in TPV instead with $GPN"
X Link @JerryCap 2025-09-23T19:19Z 52.7K followers, 5485 engagements

"@EquityBrian $GPN cleaner story than $PYPL now IMHO"
X Link @JerryCap 2025-09-30T10:24Z 52.7K followers, 1124 engagements

"Regulatory Drag ( $AMAT) vs Demand Rotation ( $ASML)"
X Link @JerryCap 2025-10-09T10:55Z 52.7K followers, 1099 engagements

""By 2028 they forecast $5B in FCF-50% more than they would've had without the Worldpay deal" $GPN"
X Link @JerryCap 2025-09-21T13:00Z 52.7K followers, 5566 engagements

"$VRSK Update: M&A over Buybacks"
X Link @JerryCap 2025-07-30T13:55Z 52.7K followers, 8981 engagements

"Is $AMZN being disrupted Its almost below the XXX day. I thought revenue was accelerating"
X Link @JerryCap 2025-10-14T13:44Z 52.7K followers, 5350 engagements

"$ASML Road to XX% premium to US semicap peers 33%"
X Link @JerryCap 2025-10-03T10:36Z 52.7K followers, 22.2K engagements

"@compoundpapi $MRVI has two business They can sell BST for the value of the current stock. Then your left with cleancaps for free 🚀"
X Link @JerryCap 2025-10-03T15:02Z 52.7K followers, XXX engagements

"Can someone send me a $GPN multiple premium/discount vs SPY for last 15+ years"
X Link @JerryCap 2025-09-30T10:22Z 52.7K followers, 5092 engagements

"this is how you top"
X Link @JerryCap 2025-10-14T14:27Z 52.7K followers, 89.7K engagements

"Long $GPN #valueisback"
X Link @JerryCap 2025-09-18T17:25Z 52.7K followers, 4767 engagements

"Checking in on the info services bear market $MSCI $FDS $CME and the payroll companies rarely get much cheaper than they are today"
X Link @JerryCap 2025-09-26T01:38Z 52.7K followers, 36.8K engagements

"what multiple you think $GPN should trade at"
X Link @JerryCap 2025-09-27T14:31Z 52.7K followers, 6660 engagements

"this was even more egregious though. How can you own $FI at 20x when $GPN traded at 6x I still can't explain the 2x multiple difference here"
X Link @JerryCap 2025-09-27T14:25Z 52.7K followers, 4174 engagements

"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"
X Link @JerryCap 2025-10-07T14:37Z 52.7K followers, 4440 engagements

"$GPN / $SPX"
X Link @JerryCap 2025-09-30T13:07Z 52.7K followers, 3255 engagements

"I think $TDG is headed back to sub-25x which is still a good chunk below this"
X Link @JerryCap 2025-09-08T10:21Z 52.7K followers, 24K engagements

"$ABNB is losing in AI 🚀"
X Link @JerryCap 2025-10-14T14:33Z 52.7K followers, 4565 engagements