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@JerryCap Avatar @JerryCap Jerry Capital

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

Engagements: XXXXX #

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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 XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX%

Social topic influence $asml #6, asml #13, $abnb #401, $gpn #5, $csu #6, $four #46, $goog 2.82%, goog 2.82%, $pool 2.82%, ai XXXX%

Top accounts mentioned or mentioned by @judechrist44 @pythiar @boybelieber056 @jm_investment0 @nasdaqpapi @tidefallcapital @puentecap @bondkingjanush1 @grok @rafaelbragana6 @sivapatibandla1 @tomsmith839 @tlaubers @mrneutralman @divergent7651 @comebackcap @jminvestment0 @erinkwoo @bucknsf @kalshi

Top assets mentioned Airbnb Inc (ABNB) Global Payments Inc (GPN) 4 (FOUR) Alphabet Inc Class A (GOOGL) PoolTogether (POOL) Netflix Inc (NFLX) Parachute (PAR) HUBSPOT, INC. (HUBS) S&P Global Inc (SPGI) TransDigm Group, Inc. (TDG) CoStar Group, Inc. (CSGP) Msci Inc (MSCI) Booking Holdings Inc (BKNG) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Zoetis Inc (ZTS) Watsco, Inc. (WSO) JPMorgan Chase (JPM) Berkshire Hathaway Inc. (BRK.A) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"
X Link 2025-10-07T14:37Z 54K followers, 4736 engagements

"$HUBS x $GOOG"
X Link 2024-04-04T17:46Z 53.9K followers, 4996 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, 52.6K 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

"$FOUR can't even catch a bid on this"
X Link 2025-11-27T13:06Z 53.9K followers, 24.1K 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, 5085 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 easy money was made on the move from XXX to 5.8x The next 0.4x will be harder $GPN"
X Link 2025-12-01T16:29Z 53.9K followers, 15.5K engagements

"@JM_Investment0 I own both and more $FOUR because insider ownership protects you there. $GPN is a good chunk cheaper i think but obviously growing much slower with a worse competitive position"
X Link 2025-12-01T19:18Z 53.9K followers, XXX engagements

"$ASML $1100"
X Link 2025-12-02T14:39Z 53.9K followers, 4502 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, 1820 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

"$ABNB (monopoly in alternative accommodations) +2.3%"
X Link 2025-12-05T16:38Z 53.9K followers, 5731 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, 2216 engagements

"This is probably a long $ZTS"
X Link 2025-11-21T16:59Z 54K followers, 19.1K engagements

"$ABNB has no advertising business"
X Link 2025-12-07T00:21Z 54K followers, 42K engagements

"Do we still like this one $WSO"
X Link 2025-08-21T15:37Z 53.9K followers, 5148 engagements

"The ammo we need for a bottom $GPN short thesis"
X Link 2025-12-04T17:46Z 53.9K followers, 7925 engagements

"Well we just neutralized the biggest risk to $CSU I guess"
X Link 2025-12-04T18:32Z 53.9K followers, 16.7K 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, 41.3K engagements

"compare Buffett succession to $CSU night and day"
X Link 2025-12-08T11:46Z 53.9K followers, 84.5K 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, 2758 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, 5061 engagements

"Hassett is very very very dumb"
X Link 2025-12-10T10:32Z 53.9K followers, 6756 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, 2005 engagements

"$ASML BNP shows a path to XX EUV tools by 2030 🚀 🚀 🚀"
X Link 2025-12-10T12:20Z 53.9K followers, 6523 engagements

"Fintwits negative reaction to data centers in space almost certainly guarantees we have data centers in space soon"
X Link 2025-12-10T20:19Z 53.9K followers, 7894 engagements

"bear markets"
X Link 2025-12-11T18:45Z 53.9K followers, 11.8K engagements