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# ![@JerryCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3441715755.png) @JerryCap Jerry Capital

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

### Engagements: XXXXXX [#](/creator/twitter::3441715755/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3441715755/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +14%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +7.10%

### Mentions: XX [#](/creator/twitter::3441715755/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3441715755/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +8.20%
- X Months XXX +12%
- X Year XXXXX +5.70%

### Followers: XXXXXX [#](/creator/twitter::3441715755/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3441715755/c:line/m:followers.svg)

- X Week XXXXXX +0.22%
- X Month XXXXXX +1%
- X Months XXXXXX +7.30%
- X Year XXXXXX +18%

### CreatorRank: XXXXXXX [#](/creator/twitter::3441715755/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3441715755/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  #4812 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$asml](/topic/$asml) #3, [asml](/topic/asml) #3, [$gpn](/topic/$gpn) #4, [ai](/topic/ai) 4.21%, [$four](/topic/$four) #38, [bullish](/topic/bullish) #651, [$goog](/topic/$goog) #132, [$csu](/topic/$csu) #6, [$csgp](/topic/$csgp) #1, [$fi](/topic/$fi) #36

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@judechrist44](/creator/undefined) [@tidefallcapital](/creator/undefined) [@prosperousguy](/creator/undefined) [@jm_investment0](/creator/undefined) [@footletica](/creator/undefined) [@nasdaqpapi](/creator/undefined) [@davistrazza](/creator/undefined) [@jakeayes](/creator/undefined) [@buffersandbeta](/creator/undefined) [@macaronicapital](/creator/undefined) [@strangercapital](/creator/undefined) [@pranitbauva1997](/creator/undefined) [@valeeewinvestor](/creator/undefined) [@permastonks](/creator/undefined) [@ishfaaqpeerally](/creator/undefined) [@bearforce_won](/creator/undefined) [@jake_ayes](/creator/undefined) [@qualityinvest5](/creator/undefined) [@sivapatibandla1](/creator/undefined)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Fiserv, Inc. (FI)](/topic/$fi) [S&P Global Inc (SPGI)](/topic/$spgi) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Msci Inc (MSCI)](/topic/$msci) [IBM (IBM)](/topic/ibm) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [Parachute (PAR)](/topic/$par) [Airbnb Inc (ABNB)](/topic/$abnb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Microsoft Corp. (MSFT)](/topic/$msft) [Fiserv Inc (FISV)](/topic/$fisv)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/JerryCap/status/1978820912980877718)  2025-10-16T13:50Z 53.8K followers, 52.5K 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](https://x.com/JerryCap/status/1995450020812796035)  2025-12-01T11:08Z 53.8K followers, 9255 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](https://x.com/JerryCap/status/1997975487226769529)  2025-12-08T10:24Z 53.8K followers, 35.7K 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](https://x.com/JerryCap/status/1997991005870584274)  2025-12-08T11:25Z 53.8K followers, 2094 engagements


"$CSGP going nuclear on $Z You gotta be crazy to own Zillow"  
[X Link](https://x.com/JerryCap/status/1755984507172262015)  2024-02-09T15:58Z 53.8K followers, 25K engagements


"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"  
[X Link](https://x.com/JerryCap/status/1975571252996952479)  2025-10-07T14:37Z 53.8K followers, 4726 engagements


"@Divergent7651 Global Payments $GPN there's basically no situation where this doesn't work regardless of economy. in fact a quick bear market in the next X years will make the buyback historic. If there's no fraud here it's a home run if there's a little fraud we still do fine"  
[X Link](https://x.com/JerryCap/status/1994010460736082399)  2025-11-27T11:48Z 53.8K followers, 10.4K engagements


"$FOUR can't even catch a bid on this"  
[X Link](https://x.com/JerryCap/status/1994030011184029709)  2025-11-27T13:06Z 53.8K followers, 24.1K engagements


"Dear God Its Beautiful It's $ABNB It's a MONOPOLY"  
[X Link](https://x.com/JerryCap/status/1994065926648365231)  2025-11-27T15:28Z 53.8K followers, 25.2K engagements


"$ASML top pick at MS"  
[X Link](https://x.com/JerryCap/status/1994762310825521177)  2025-11-29T13:36Z 53.8K followers, 15.5K engagements


"$ASML DUV in China"  
[X Link](https://x.com/JerryCap/status/1995101785506071025)  2025-11-30T12:05Z 53.8K followers, 4967 engagements


"@ComebackCap short selling"  
[X Link](https://x.com/JerryCap/status/1995326311393382500)  2025-12-01T02:57Z 53.8K followers, XXX engagements


"Pretty bearish $AMZN AI position but bullish AWS numbers. Azure to zero. $GOOG clowning on everyone"  
[X Link](https://x.com/JerryCap/status/1995498399957655966)  2025-12-01T14:21Z 53.8K followers, 74.1K engagements


"@nasdaqpapi what about you"  
[X Link](https://x.com/JerryCap/status/1995899545683648774)  2025-12-02T16:55Z 53.8K followers, XXX 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](https://x.com/JerryCap/status/1996571752839688676)  2025-12-04T13:26Z 53.8K followers, 1807 engagements


"Agentforce is winning in AI"  
[X Link](https://x.com/JerryCap/status/1997007923176739187)  2025-12-05T18:19Z 53.8K followers, 5135 engagements


"$HUBS x $GOOG"  
[X Link](https://x.com/JerryCap/status/1775943012855492923)  2024-04-04T17:46Z 53.8K followers, 4994 engagements


"$MSFT the modeless chipless shitco losing share in productivity to $GOOG probably a long at 20x"  
[X Link](https://x.com/JerryCap/status/1993284893921656906)  2025-11-25T11:45Z 53.8K followers, 21.2K engagements


"The easy money was made on the move from XXX to 5.8x The next 0.4x will be harder $GPN"  
[X Link](https://x.com/JerryCap/status/1995530810976293101)  2025-12-01T16:29Z 53.8K 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](https://x.com/JerryCap/status/1995573140936958316)  2025-12-01T19:18Z 53.8K followers, XXX 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](https://x.com/JerryCap/status/1995894583301955594)  2025-12-02T16:35Z 53.8K followers, 36.8K 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](https://x.com/JerryCap/status/1996532244228235586)  2025-12-04T10:49Z 53.8K followers, 2641 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](https://x.com/JerryCap/status/1996637362701717552)  2025-12-04T17:46Z 53.8K followers, XXX 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](https://x.com/JerryCap/status/1971944225295241670)  2025-09-27T14:25Z 53.8K followers, 4672 engagements


"the guys who pulled shit like Frank run America $FI Golden Age of Fraud Frank Bisignano is the Commissioner of the Social Security Administration will he rug America next is he a criminal"  
[X Link](https://x.com/JerryCap/status/1986838396212240627)  2025-11-07T16:49Z 53.8K followers, 6430 engagements


"Legacy Payments has bottomed"  
[X Link](https://x.com/JerryCap/status/1996231228844847307)  2025-12-03T14:53Z 53.8K followers, 44.8K 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](https://x.com/JerryCap/status/1996637365343850640)  2025-12-04T17:46Z 53.8K followers, XXX engagements


"new guidance XX% growth for Adyen"  
[X Link](https://x.com/JerryCap/status/1988324119151313289)  2025-11-11T19:13Z 53.8K followers, 15.6K 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](https://x.com/JerryCap/status/1995502861074022820)  2025-12-01T14:38Z 53.8K followers, 43K engagements


"$ASML $1100"  
[X Link](https://x.com/JerryCap/status/1995865535444062432)  2025-12-02T14:39Z 53.8K followers, 4378 engagements


"Well we just neutralized the biggest risk to $CSU I guess"  
[X Link](https://x.com/JerryCap/status/1996648934211834169)  2025-12-04T18:32Z 53.8K followers, 16.5K 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](https://x.com/JerryCap/status/1997482110781727090)  2025-12-07T01:43Z 53.8K followers, 12.2K engagements


"Litho intensity increased in 2025 and is set to continue increasing"  
[X Link](https://x.com/JerryCap/status/1997975493228777732)  2025-12-08T10:24Z 53.8K followers, 2739 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](https://x.com/JerryCap/status/1998019466769158411)  2025-12-08T13:18Z 53.8K followers, 2469 engagements