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@JerryCap "EV/AGENTIC GMV"
X Link @JerryCap 2025-10-14T20:22Z 52.7K followers, 5348 engagements

""the Dutch economy is based soley on $ASML" whose gonna tell him"
X Link @JerryCap 2025-10-13T09:39Z 52.7K followers, 40.3K engagements

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

"Starting to hear some AI chatter around these names justified or not. $FDS"
X Link @JerryCap 2025-09-20T08:47Z 52.7K followers, 7383 engagements

"Legacy infra isn't just tech it's culture process and incentives. $GPN"
X Link @JerryCap 2025-09-20T00:51Z 52.7K followers, 4180 engagements

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

"#NeverSell $ASML"
X Link @JerryCap 2025-10-15T10:14Z 52.7K followers, 8315 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, 3122 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, 18.3K 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, 12K engagements

"Robot getting bulled up after reading the Barclays note these are in euros boys euros"
X Link @JerryCap 2025-10-15T10:28Z 52.7K followers, 1472 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 @JerryCap 2025-10-16T13:50Z 52.7K followers, 4603 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, 4899 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, 4533 engagements

"$WST " isa perfect example of a quality company with strong entry barriers. The products are critical yet a tiny fraction of the final cost of the drug.""
X Link @JerryCap 2025-02-15T20:35Z 52.7K followers, 15.2K engagements

"Out of $TDG 🚀"
X Link @JerryCap 2025-05-05T18:03Z 52.7K followers, 29K engagements

"Anthropic driving AWS acceleration $AMZN"
X Link @JerryCap 2025-10-01T09:17Z 52.7K followers, 31.7K engagements

"Do we still like this one $WSO"
X Link @JerryCap 2025-08-21T15:37Z 52.7K followers, 4756 engagements

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

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

""They turned what was then a small troubled aviation products company with $XX million in net revenues and about the same in market cap into what is today a nearly $40bn diversified aerospace and electronics conglomerate." $HEI h/t @LibertyRPF"
X Link @JerryCap 2025-10-01T20:02Z 52.7K followers, 9246 engagements

"Robot likes the $GPN news"
X Link @JerryCap 2025-09-29T13:04Z 52.7K followers, 3762 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, 5363 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

"@JourneyToIthaka THE AI IS SELF FUNDING ITSELF BY TELLING US TO FINANCE ITS GROWTH"
X Link @JerryCap 2025-10-15T19:23Z 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, 5676 engagements

"imagine $MSFT Disneyed themselves"
X Link @JerryCap 2025-10-13T21:20Z 52.7K followers, 7921 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, 11.3K engagements

"Why is Gold Going Up"
X Link @JerryCap 2025-10-15T09:43Z 52.7K followers, 6432 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, 6127 engagements

"$ABNB: Hearing M-sci positive calling out acceleration in Sept nights despite tougher compares" h/t @TMTBreakout"
X Link @JerryCap 2025-10-15T15:30Z 52.7K followers, 2717 engagements

"$GPN had in place the same compensation plan since 1994"
X Link @JerryCap 2025-09-20T00:51Z 52.7K followers, 3428 engagements

"What is the best AI proxy basket to follow"
X Link @JerryCap 2025-08-22T21:43Z 52.7K followers, 8453 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, 32K engagements

"wonder if they learned something they didnt like"
X Link @JerryCap 2025-10-13T23:00Z 52.7K followers, 11.9K 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

"Regulatory Drag ( $AMAT) vs Demand Rotation ( $ASML)"
X Link @JerryCap 2025-10-09T10:55Z 52.7K followers, 1099 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, 5747 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

"this is how you top"
X Link @JerryCap 2025-10-14T14:27Z 52.7K followers, 95.9K 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, 36.9K 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, 4209 engagements

"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"
X Link @JerryCap 2025-10-07T14:37Z 52.7K followers, 4462 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, 24.8K engagements

"$ABNB is losing in AI 🚀"
X Link @JerryCap 2025-10-14T14:33Z 52.7K followers, 4827 engagements