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

Jerry Capital posts on X about ai, $gpn, $googl, anthropic the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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

- [--] Week [---------] +192%
- [--] Month [---------] +687%
- [--] Months [----------] +77%
- [--] Year [----------] +17%

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

- [--] Week [---] +12%
- [--] Month [---] +74%
- [--] Months [-----] +25%
- [--] Year [-----] +9.30%

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

- [--] Week [------] +0.27%
- [--] Month [------] +1.50%
- [--] Months [------] +8%
- [--] Year [------] +16%

### CreatorRank: [------] [#](/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**
[stocks](/list/stocks)  #5762 [technology brands](/list/technology-brands)  41.95% [finance](/list/finance)  #4803 [cryptocurrencies](/list/cryptocurrencies)  #4255 [countries](/list/countries)  2.87% [celebrities](/list/celebrities)  1.72% [currencies](/list/currencies)  1.72% [travel destinations](/list/travel-destinations)  1.15% [social networks](/list/social-networks)  0.57% [automotive brands](/list/automotive-brands)  0.57%

**Social topic influence**
[ai](/topic/ai) #4416, [$gpn](/topic/$gpn) #4, [$googl](/topic/$googl) 8.62%, [anthropic](/topic/anthropic) 6.9%, [$four](/topic/$four) #10, [$msft](/topic/$msft) #608, [business](/topic/business) #2363, [$pypl](/topic/$pypl) #1935, [stocks](/topic/stocks) #529, [$goog](/topic/$goog) #219

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@internetraj](/creator/undefined) [@cajunpies](/creator/undefined) [@read_cap](/creator/undefined) [@insearch0fvalue](/creator/undefined) [@midnight_captl](/creator/undefined) [@saiparepally](/creator/undefined) [@4drant](/creator/undefined) [@readcap](/creator/undefined) [@heartofthesea](/creator/undefined) [@zimabluecap](/creator/undefined) [@bnemethbrown](/creator/undefined) [@cambriacreek](/creator/undefined) [@altcap](/creator/undefined) [@roboco23](/creator/undefined) [@darkfirecapital](/creator/undefined) [@evantindell](/creator/undefined) [@416ash](/creator/undefined) [@roojoo3](/creator/undefined) [@divinelylevered](/creator/undefined)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [4 (FOUR)](/topic/$four) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Metadium (META)](/topic/$meta) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [S&P Global Inc (SPGI)](/topic/$spgi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Bitcoin (BTC)](/topic/bitcoin) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Watsco, Inc. (WSO)](/topic/$wso) [Msci Inc (MSCI)](/topic/$msci) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Fiserv, Inc. (FI)](/topic/$fi) [Avantor, Inc. (AVTR)](/topic/$avtr) [Mastercard, Inc. (MA)](/topic/$ma) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Roper Technologies Inc (ROP)](/topic/$rop) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fridman rose to prominence in [----] after Elon Musk praised a study Fridman authored at MIT which concluded that drivers remained focused while using Tesla's semi-autonomous driving system. The study was not peer-reviewed and was criticized by Al experts. [--] That year Fridman transitioned to an unpaid role at MIT AgeLab [--] and since [----] has worked as a research scientist at the MIT Laboratory for Information and Decision Systems (LIDS) [--] As of February [----] Fridman lives in Texas and is employed at MIT.7 https://twitter.com/i/web/status/2021914566922277138"  
[X Link](https://x.com/JerryCap/status/2021914566922277138)  2026-02-12T11:49Z 55.4K followers, [----] engagements


"$MRVI $Mrvi the new managment team sounds reasonable to cut cost and bring business to profitabe BST good momemtum with immaterial china pull-forward sales future M&A more flexible after business is stabilized plan to achieve fcf/ebitda positive in H22026. $Mrvi the new managment team sounds reasonable to cut cost and bring business to profitabe BST good momemtum with immaterial china pull-forward sales future M&A more flexible after business is stabilized plan to achieve fcf/ebitda positive in H22026"  
[X Link](https://x.com/JerryCap/status/1955035451011862871)  2025-08-11T22:35Z 55.4K followers, [----] engagements


"Do we still like this one $WSO"  
[X Link](https://x.com/JerryCap/status/1958554073738723444)  2025-08-21T15:37Z 55.4K followers, [----] engagements


"Anthropic driving AWS acceleration $AMZN"  
[X Link](https://x.com/JerryCap/status/1973316208599638472)  2025-10-01T09:17Z 55.4K followers, 32.2K 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 "Quality (closed at 20-year lows with unprofitable tech +25% in [--] sessions and high SI names on pace for their best month of the year)" **what a line from the MS Trading desk this am. if you have been following LIQUIDATION NATION you have been all over this "Quality (closed at 20-year lows with unprofitable tech +25% in [--] sessions and high SI names on pace for their best"  
[X Link](https://x.com/JerryCap/status/1978820912980877718)  2025-10-16T13:50Z 55.4K followers, 53K engagements


"another Q without selling BST $MRVI"  
[X Link](https://x.com/JerryCap/status/1986549823131074563)  2025-11-06T21:42Z 55.4K followers, [----] engagements


"insider buy at $MRVI"  
[X Link](https://x.com/JerryCap/status/1989113268166905984)  2025-11-13T23:28Z 55.4K followers, [----] engagements


"$MRVI thesis still tracking tbh"  
[X Link](https://x.com/JerryCap/status/1993425143981654431)  2025-11-25T21:02Z 55.4K followers, [----] engagements


"$MRVI mooning after hours on more insider buying"  
[X Link](https://x.com/JerryCap/status/1998512226907607225)  2025-12-09T21:57Z 55.4K followers, [----] engagements


"$MRVI robot still bullish $MRVI Director buys around $360k worth at open market $XBI $IBB https://t.co/RaakvEhiUA $MRVI Director buys around $360k worth at open market $XBI $IBB https://t.co/RaakvEhiUA"  
[X Link](https://x.com/JerryCap/status/1998518955309412359)  2025-12-09T22:23Z 55.4K followers, [----] engagements


"$JKHY on a bit of a ripper since $FI shit the bed"  
[X Link](https://x.com/JerryCap/status/2000890278534647929)  2025-12-16T11:26Z 55.4K followers, [----] engagements


"On Insider Buying "Executives are very good at knowing when something wont blow up. They are not consistently good at timing high IRR entries.""  
[X Link](https://x.com/JerryCap/status/2003476586696253738)  2025-12-23T14:43Z 55.4K followers, 23K engagements


"$MRVI $AVTR"  
[X Link](https://x.com/JerryCap/status/2003476587984101555)  2025-12-23T14:43Z 55.4K followers, [----] engagements


"$GPN PayPal $PYPL: Another data point suggesting dislocation between price and fundamentals. Typically price follows revision activity across the market. Even though $PYPL has among the best upward revision activity to FY26E EPS among Payments companies the stock's down 30% YTD. https://t.co/CJfV8McNQg PayPal $PYPL: Another data point suggesting dislocation between price and fundamentals. Typically price follows revision activity across the market. Even though $PYPL has among the best upward revision activity to FY26E EPS among Payments companies the stock's down 30% YTD."  
[X Link](https://x.com/JerryCap/status/2005469227101098255)  2025-12-29T02:41Z 55.4K followers, 11.2K engagements


"highest quality tax loss stock this year $CSU anything else in that quality bucket"  
[X Link](https://x.com/JerryCap/status/2006332114094924083)  2025-12-31T11:50Z 55.4K followers, 26.9K engagements


"What's your pick here for [----] The worst performing stocks in the S&P [---] of [----]. https://t.co/OUGrm2XEYz The worst performing stocks in the S&P [---] of [----]. https://t.co/OUGrm2XEYz"  
[X Link](https://x.com/JerryCap/status/2007119753534493072)  2026-01-02T16:00Z 55.4K followers, 33.6K engagements


"$CSGP noted Homes will see significantly reduced net investment-declining from $850m in [----] to over $300m in [----] with additional $100+ million annual reductions through [----]. The company expects Homes to achieve revenue exceeding expenses by end-2029 and positive adj EBITDA by [----] https://twitter.com/i/web/status/2008922237831639156 https://twitter.com/i/web/status/2008922237831639156"  
[X Link](https://x.com/JerryCap/status/2008922237831639156)  2026-01-07T15:22Z 55.4K followers, [----] engagements


"$CSGP finally about to give that all clear but they nuked their equity for another year instead. @JerryCap I bought a home [--] months ago and not once did I use https://t.co/mOSlZGQVPt. I tried because I love $CSGP but just couldnt. I only used Zillow and I dont know why other than I liked it. @JerryCap I bought a home [--] months ago and not once did I use https://t.co/mOSlZGQVPt. I tried because I love $CSGP but just couldnt. I only used Zillow and I dont know why other than I liked it"  
[X Link](https://x.com/JerryCap/status/2009263699429666943)  2026-01-08T13:59Z 55.4K followers, [----] engagements


"wait till people ask it about $GPN #rebubble"  
[X Link](https://x.com/JerryCap/status/2009749323236471020)  2026-01-09T22:09Z 55.4K followers, [----] engagements


"Think of the $GPN alpha when everything in the US trades down to China ADR levels"  
[X Link](https://x.com/JerryCap/status/2010723924519047327)  2026-01-12T14:41Z 55.4K followers, [----] engagements


"The CCCA forces routing competition between credit card networks; it does not cap interest rates does not regulate processors. Potentially increases the value of processors that manage routing complexity. $FOUR $GPN"  
[X Link](https://x.com/JerryCap/status/2011490703625379877)  2026-01-14T17:28Z 55.4K followers, [----] engagements


"That statement sounds right at first glancebut its incorrect once you separate payments into layers. The confusion comes from treating the whole stack as a single commodity. Heres the clean breakdown. 1) What is commoditized (and actually broken) Yesparts of payments are a race to the bottom: Front-end checkout buttons API-only processing for digital-first merchants Undifferentiated gateway routing Pure price-based PayFac competition This is the world where: Stripe Adyen PayPal fight on take rate Margins compress Switching is easy Growth is required to survive That layer is commoditizing. If"  
[X Link](https://x.com/JerryCap/status/2012131588264308986)  2026-01-16T11:55Z 55.4K followers, [----] engagements


"brb selling $FOUR at 1x FCF because organic growth isn't 20% like Adyen DB downgrades FOUR because it sees organic growth falling to the mid teens Boy do I have a story for you. https://t.co/rZvdOaiNE9 DB downgrades FOUR because it sees organic growth falling to the mid teens Boy do I have a story for you. https://t.co/rZvdOaiNE9"  
[X Link](https://x.com/JerryCap/status/2012162017373651341)  2026-01-16T13:56Z 55.4K followers, 28.8K engagements


""Given $GPN's legacy Merchant business will likely exit FY25 growing at 6% cc and Worldpay is growing solidly in the mid-single digits we expect $GPN will start its FY26 guide by pointing to revenue growth of 4-5% for the pro forma company (5-6% ex-dispositions).""  
[X Link](https://x.com/JerryCap/status/2012487214731595833)  2026-01-17T11:28Z 55.4K followers, [----] engagements


""The company is committed to maintaining a strong financial profile with strong cash flow generation targeting over 90% adj. free cash flow""  
[X Link](https://x.com/JerryCap/status/2012487804207440250)  2026-01-17T11:30Z 55.4K followers, [---] engagements


""approximately $7bn in capital returns to shareholders between [----] and [----]. Furthermore $GPN is aiming for a net leverage ratio of 3.5x at close returning to 3.0x within [--] to [--] months post close while maintaining an investment-grade rating.""  
[X Link](https://x.com/JerryCap/status/2012487902077264070)  2026-01-17T11:31Z 55.4K followers, [----] engagements


"$GPN got dramatically cheaper last few months ask the robot what buybacks do at 5x vs 8x. At 8x you still need a thesis on a stock at 5x you don't. You just need non retardation which you get from Elliot"  
[X Link](https://x.com/JerryCap/status/2012490124429320410)  2026-01-17T11:40Z 55.4K followers, [----] engagements


"$TDG Acquisition"  
[X Link](https://x.com/JerryCap/status/2013212374463865015)  2026-01-19T11:30Z 55.4K followers, [----] engagements


"NGL will buy PYPL at same level as $GPN when it gets there. Not as durable a biz (checkout button is very weak position) but these things still have WAY more life in them than stocks suggests. Would be a good time for a payments roll-up 😆. $PYPL premarket action is pointing toward another 52-week low. When you factor in the premarket drop and use [----] midpoint FCF guidance PayPal is trading at roughly 8.2x P/FCF and thats before accounting for likely $1.5bn of buybacks in Q4 which would further reduce the https://t.co/V358gHPR8v $PYPL premarket action is pointing toward another 52-week low."  
[X Link](https://x.com/JerryCap/status/2013568785546936359)  2026-01-20T11:06Z 55.4K followers, 13.6K engagements


"This screenshot is the clearest empirical proof of everything youve been arguing. Not in theory. In practice. What this actually demonstrates (not what it looks like) Seattle City Attorneys Office was still running Constellation Justice Systems (DAMION) software from [----]. Theyve been trying to replace it for 5+ years. Theyve already: Run RFPs Selected a replacement Spent millions And are still not live Despite: Ancient UI Obvious technical debt Known data model flaws Zero aesthetic appeal That tells you exactly what the moat is. Why this software survives (and will keep surviving) This"  
[X Link](https://x.com/JerryCap/status/2013618317173346658)  2026-01-20T14:23Z 55.4K followers, 15K engagements


"Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://whalewisdom.com/filer/gator-capital-management-llc https://whalewisdom.com/filer/gator-capital-management-llc"  
[X Link](https://x.com/JerryCap/status/2014008667440329124)  2026-01-21T16:14Z 55.4K followers, 34.5K engagements


"$PYPL remains in the early innings of their de rating to $GPN if they are going to keep doing stupid acquisitions. $PYPL ACQUISITION IMPLICATIONS PayPal has gone on the offensive making moves to acquire Tel Aviv based commerce orchestration platform This is a major move by PayPal in an attempt to dominate the emerging field of agentic commerce The acquisition follows a strategic https://t.co/f2CDjXDXM8 $PYPL ACQUISITION IMPLICATIONS PayPal has gone on the offensive making moves to acquire Tel Aviv based commerce orchestration platform This is a major move by PayPal in an attempt to dominate"  
[X Link](https://x.com/JerryCap/status/2014345551932776792)  2026-01-22T14:32Z 55.4K followers, [----] engagements


"What a contrast to the focused operators at Global Payments https://x.com/JerryCap/status/1943690643923980406s=20 "goal is to create a leading pure-play merchant solutions provider sale of its Payroll business is a further step in that direction. Will receive total consideration of $1.1B with plans to use the after-tax proceeds to return capital to shareholders" $GPN #Math https://t.co/lCbKfi2Nk6 https://x.com/JerryCap/status/1943690643923980406s=20 "goal is to create a leading pure-play merchant solutions provider sale of its Payroll business is a further step in that direction. Will receive"  
[X Link](https://x.com/JerryCap/status/2014353373697339501)  2026-01-22T15:04Z 55.4K followers, 10K engagements


"an acquisition like this (or the $PYPL one) would never happen at $GPN. When re-rate Payment processors ex Visa and Mastercard is where your soul goes to die How it started How it's going https://t.co/wpIq6x1FAx Payment processors ex Visa and Mastercard is where your soul goes to die How it started How it's going https://t.co/wpIq6x1FAx"  
[X Link](https://x.com/JerryCap/status/2014449144979390723)  2026-01-22T21:24Z 55.4K followers, [----] engagements


"my friend this was purchased half a decade ago Lets move forward 😆 $GPN @JerryCap Mineraltree for $500m @JerryCap Mineraltree for $500m"  
[X Link](https://x.com/JerryCap/status/2014654757193818611)  2026-01-23T11:01Z 55.4K followers, [----] engagements


"Truist lowered the firm's price target on $FOUR to $71 from $74 and keeps a Hold rating on the shares as part of a broader research note previewing Q4 earnings in FinTech. The quarter's results should be solid although a tougher y/y comparison may limit volume-related beats and while Truist is optimistic on the group throughout [----] some management teams may look to reset Street expectations a bit lower with their original [----] guidance the analyst tells investors in a research note. https://twitter.com/i/web/status/2014734306900390383 https://twitter.com/i/web/status/2014734306900390383"  
[X Link](https://x.com/JerryCap/status/2014734306900390383)  2026-01-23T16:17Z 55.4K followers, [----] engagements


"Major $ASML bull post by BT today 😉 Great post by BT today $TSM moving too slow opening up a new avenue for compeititon. Great post by BT today $TSM moving too slow opening up a new avenue for compeititon"  
[X Link](https://x.com/JerryCap/status/2015751185425154460)  2026-01-26T11:38Z 55.3K followers, 11.9K engagements


"$TTD looks like it's headed to zero"  
[X Link](https://x.com/JerryCap/status/2016170732296818901)  2026-01-27T15:25Z 55.3K followers, 26.5K engagements


"I didn't even know what memory was when the robot told me to buy $ASML"  
[X Link](https://x.com/JerryCap/status/2016480156248834492)  2026-01-28T11:55Z 55.3K followers, [----] engagements


"Now that people realize $MSFT has no model no chip and Google is disputing them you can start to buy the stock MICROSOFT REMOVED AS TOP PICK AT MORGAN STANLEY MICROSOFT REMOVED AS TOP PICK AT MORGAN STANLEY"  
[X Link](https://x.com/JerryCap/status/2016908634748293511)  2026-01-29T16:17Z 55.4K followers, 88K engagements


"$ZM with that anthropic asset might be above p/eFCF What SaaS being down 40% tells us is not that theyre cheap but that they are transitioning. And these management teams need to exit denial. https://t.co/LXEHUT2UYI What SaaS being down 40% tells us is not that theyre cheap but that they are transitioning. And these management teams need to exit denial. https://t.co/LXEHUT2UYI"  
[X Link](https://x.com/JerryCap/status/2016924486046560583)  2026-01-29T17:20Z 55.3K followers, [----] engagements


"Why people get this wrong They anchor on growth rates. Low growth bad business when churn is [--] and margins are durable. They apply consumer SaaS logic. VMS does not behave like horizontal SaaS. There is no best-of-breed churn. They underestimate switching pain. In many CSU verticals switching is a career-ending event for the buyer. They confuse obscurity with inferiority. These markets are obscure because theyre not venture-fundable not because theyre low quality. https://twitter.com/i/web/status/2017033828049600693 https://twitter.com/i/web/status/2017033828049600693"  
[X Link](https://x.com/JerryCap/status/2017033828049600693)  2026-01-30T00:35Z 55.4K followers, [----] engagements


"Example 1: Jonas Software (CSU operating group) Jonas is one of CSUs largest operating groups. It owns dozens of niche software businesses. What Jonas software actually does Jonas owns software that runs: golf courses country clubs private clubs fitness clubs spas hospitality venues Example products: membership management billing & dues tee-time scheduling POS inventory staff management Why this is insanely sticky Software is customized to the clubs rules billing cycles member classes Switching risks billing errors angry members board-level problems Many customers stay [----] years This is not"  
[X Link](https://x.com/JerryCap/status/2017037653405757476)  2026-01-30T00:50Z 55.4K followers, [----] engagements


"this guy fell off so hard he's still messing around with Gamestop at $20 per share Ryan talked with the WSJ. Ryan talked with the WSJ"  
[X Link](https://x.com/JerryCap/status/2017169034089816414)  2026-01-30T09:32Z 55.3K followers, [----] engagements


"@Larryjamieson_ @bnemethbrown personally think there's no question that this is the best run business in the planet. $BRK in its prime would be the only entity I think comes close"  
[X Link](https://x.com/JerryCap/status/2017180137997963627)  2026-01-30T10:16Z 55.4K followers, [---] engagements


"someone tell me the Toto equivalent stock that does this for AI glasses. Even Toto the worlds premier toilet manufacturer has been benefitting from the memory cycle No not because procurement teams are cr**ping themselves over their next round of their DRAM contract negotiations. but because Toto is a leading supplier of electrostatic chucks https://t.co/5PWu6bJ1kl Even Toto the worlds premier toilet manufacturer has been benefitting from the memory cycle No not because procurement teams are cr**ping themselves over their next round of their DRAM contract negotiations. but because Toto is a"  
[X Link](https://x.com/JerryCap/status/2017298731607990666)  2026-01-30T18:07Z 55.4K followers, [----] engagements


"Payments companies look 100x more attractive than these. Yikes. https://t.co/D1IMJLhIcV Yikes. https://t.co/D1IMJLhIcV"  
[X Link](https://x.com/JerryCap/status/2017339706116055074)  2026-01-30T20:50Z 55.3K followers, 12.4K engagements


"Unity CEO responding to the 30% AI fear stock drop today $U Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can"  
[X Link](https://x.com/JerryCap/status/2017425010902614285)  2026-01-31T02:29Z 55.4K followers, 68K engagements


"Smart $GOOG trying to reduce switching costs from ChatGPT. Google is about to make it easier to import your AI chats into Gemini from ChatGPT and others. Ather new things: - Mysterious Likeness vide verification - An option to download Nano Banana Pro images in 2k and 4K Full scoop 🗞 https://t.co/Mpycxzhxnz Google is about to make it easier to import your AI chats into Gemini from ChatGPT and others. Ather new things: - Mysterious Likeness vide verification - An option to download Nano Banana Pro images in 2k and 4K Full scoop 🗞 https://t.co/Mpycxzhxnz"  
[X Link](https://x.com/JerryCap/status/2017986306865824138)  2026-02-01T15:40Z 55.4K followers, 30.9K engagements


"$META people love to hate on zuck but he was doing stuff like commissioning a [--] statue of his beloved wife not secretly slipping her antibiotics for the chlamydia he picked up on epstein island. https://t.co/yBhurKAXv5 people love to hate on zuck but he was doing stuff like commissioning a [--] statue of his beloved wife not secretly slipping her antibiotics for the chlamydia he picked up on epstein island. https://t.co/yBhurKAXv5"  
[X Link](https://x.com/JerryCap/status/2018292064778088694)  2026-02-02T11:55Z 55.4K followers, [----] engagements


"@PythiaR what's Canada's policy curious"  
[X Link](https://x.com/JerryCap/status/2018366938943222245)  2026-02-02T16:52Z 55.4K followers, [----] engagements


"$GOOG won in AI $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs. $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI. This means that $GOOGL now has exposure in [--] of the [--] frontier AI labs"  
[X Link](https://x.com/JerryCap/status/2018454122882564528)  2026-02-02T22:38Z 55.4K followers, 64.9K engagements


"$PYPL is headed to the $GPN multiple"  
[X Link](https://x.com/JerryCap/status/2018659832216031341)  2026-02-03T12:16Z 55.4K followers, [----] engagements


"$PYPL vs $GPN Let's re rate the quality stock What a contrast to the focused operators at Global Payments https://t.co/YKf1QcY1Kf What a contrast to the focused operators at Global Payments https://t.co/YKf1QcY1Kf"  
[X Link](https://x.com/JerryCap/status/2018684863058944377)  2026-02-03T13:55Z 55.4K followers, [----] engagements


"July [----] $SPGI CapIQ Bear Case https://t.co/8RC2PbcfzJ $SPGI CapIQ Bear Case https://t.co/8RC2PbcfzJ"  
[X Link](https://x.com/JerryCap/status/2018735303469498874)  2026-02-03T17:16Z 55.4K followers, [----] engagements


"@CambriaCreek I added a tiny bit but i own a lot. would probably keep rotating other names into this for a bit in the 40s. Not being disrupted by AI thats for sure PayPal not relevant to this company in any way shape or form"  
[X Link](https://x.com/JerryCap/status/2018753249407336708)  2026-02-03T18:27Z 55.3K followers, [----] engagements


"I'd pay $5 billion for Stripe any takers"  
[X Link](https://x.com/JerryCap/status/2018782629273669987)  2026-02-03T20:24Z 55.4K followers, [----] engagements


"and the leadership position is gone "The CEO of $GOOG has one job. Do not let ChatGPT secure a leadership position in AI search/discovery. And that's exactly what has happened. [---] million people now treat ChatGPT as a verb synonymous with discovery in the age of AI. They breached the $GOOG moat". - @altcap "The CEO of $GOOG has one job. Do not let ChatGPT secure a leadership position in AI search/discovery. And that's exactly what has happened. [---] million people now treat ChatGPT as a verb synonymous with discovery in the age of AI. They breached the $GOOG moat". - @altcap"  
[X Link](https://x.com/JerryCap/status/2018787158996263187)  2026-02-03T20:42Z 55.3K followers, 100.7K engagements


"Sold Google last year on AI disruption briefly put it in Meta but then Sora came out so I decided I'd own a stable compounder in Constellation Software but Mark Leonard retired so got into Microsoft but just sold that as Cowork is gonna zero them I have no money left"  
[X Link](https://x.com/JerryCap/status/2018789456099057687)  2026-02-03T20:51Z 55.4K followers, 44.9K engagements


"Can we please send $NVDA to 10x earnings because AI makes cuda switching costs zero Thanks"  
[X Link](https://x.com/JerryCap/status/2018846293561409860)  2026-02-04T00:37Z 55.4K followers, 15.5K engagements


""he's a hardware executive. For a payments company." $PYPL could be another lost few years at PainPal A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I"  
[X Link](https://x.com/JerryCap/status/2018856142781456727)  2026-02-04T01:16Z 55.4K followers, 13.9K engagements


""we have very little seat-based pricing. So most of Tyler's pricing is tied to size of the application. The number of parcels of property that the county has the number of [---] calls that the public safety agency responds to as opposed to the number of seats. So in terms of risk to the existing recurring revenue base from lower headcount that's not really a factor for Tyler." $TYL"  
[X Link](https://x.com/JerryCap/status/2019075954778214882)  2026-02-04T15:49Z 55.4K followers, 24.7K engagements


"AI coming for AI"  
[X Link](https://x.com/JerryCap/status/2019103318442700933)  2026-02-04T17:38Z 55.4K followers, [----] engagements


"F*** Anthropic they have no compute and make no money First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic"  
[X Link](https://x.com/JerryCap/status/2019144835522036131)  2026-02-04T20:23Z 55.3K followers, 17.1K engagements


"This $GOOG x $AAPL alliance is wild ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL"  
[X Link](https://x.com/JerryCap/status/2019169931473162421)  2026-02-04T22:03Z 55.4K followers, 12.3K engagements


""75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI agents which offers superior performance quality security and cost efficiency. These AI customers use 1.8x as many products as those who do not enabling us to diversify our product portfolio deepen customer relationships and accelerate revenue growth." https://twitter.com/i/web/status/2019199674670833888 https://twitter.com/i/web/status/2019199674670833888"  
[X Link](https://x.com/JerryCap/status/2019199674670833888)  2026-02-05T00:01Z 55.4K followers, 11.5K engagements


""Gemini is becoming the AI engine for the world's most successful software companies.""  
[X Link](https://x.com/JerryCap/status/2019211586313834923)  2026-02-05T00:48Z 55.3K followers, [----] engagements


"@stockthoughts81 you think they can hold that lead for longer than a week Seems to me anthropic is in a very weak position but people seem to be forgetting that because a good product release"  
[X Link](https://x.com/JerryCap/status/2019371590991966354)  2026-02-05T11:24Z 55.4K followers, [---] engagements


"$META has a better chance of controlling a leading LLM than Anthropic does in 5+ years"  
[X Link](https://x.com/JerryCap/status/2019377501894508679)  2026-02-05T11:48Z 55.4K followers, 12K engagements


"agentic engineering or vibe coding will soon just be called coding A lot of people quote tweeted this as [--] year anniversary of vibe coding. Some retrospective - I've had a Twitter account for [--] years now (omg) and I still can't predict my tweet engagement basically at all. This was a shower of thoughts throwaway tweet that I just fired off A lot of people quote tweeted this as [--] year anniversary of vibe coding. Some retrospective - I've had a Twitter account for [--] years now (omg) and I still can't predict my tweet engagement basically at all. This was a shower of thoughts throwaway tweet"  
[X Link](https://x.com/JerryCap/status/2019379738918224082)  2026-02-05T11:57Z 55.3K followers, [----] engagements


"@0xMiroslav_cz Anthropic doesn't haven an ASIC distribution compute or a business mode capable of keeping up with Google"  
[X Link](https://x.com/JerryCap/status/2019381539012846048)  2026-02-05T12:04Z 55.4K followers, [---] engagements


"Anthropic is a certified AI shitco ASIC: No Compute: No Distribution: No Self Financing Business: No First Party Data: No"  
[X Link](https://x.com/JerryCap/status/2019382902631309465)  2026-02-05T12:09Z 55.4K followers, [----] engagements


"@SaiParepally so you don't disagree with any of my main points though"  
[X Link](https://x.com/JerryCap/status/2019418190535647634)  2026-02-05T14:29Z 55.4K followers, [---] engagements


"Google heading to $200 billion in Capex. Anthropic has zero ability to compete with that. End of Story. Amazon doesnt seem to care OAI is a complicated shitco that holds Microsoft back from vertical integration. Meta is the only other viable competitor to Google"  
[X Link](https://x.com/JerryCap/status/2019420739389006087)  2026-02-05T14:39Z 55.4K followers, 27.6K engagements


"What would you rather buy $WST or $DIM here Please advise or DM"  
[X Link](https://x.com/JerryCap/status/2019421183146357029)  2026-02-05T14:41Z 55.4K followers, [----] engagements


"@cajunpies man anthropic has to buy tpus from Google immediately makes them a shitco and they pay for that by raising funds from other people. This is a shitco"  
[X Link](https://x.com/JerryCap/status/2019422355781521820)  2026-02-05T14:46Z 55.4K followers, [----] engagements


"@cajunpies good points they are smaller and therefor more profitable. but that makes them less of a boogey monster than people seem to be implying these days"  
[X Link](https://x.com/JerryCap/status/2019426804579086582)  2026-02-05T15:04Z 55.4K followers, [---] engagements


"Someone DM me when $PYPL trades at 5x [----] after sbc"  
[X Link](https://x.com/JerryCap/status/2019427245064929752)  2026-02-05T15:05Z 55.4K followers, [----] engagements


"When do you get office for free $MSFT"  
[X Link](https://x.com/JerryCap/status/2019427895802790208)  2026-02-05T15:08Z 55.4K followers, [----] engagements


"@Midnight_Captl but they don't have their own money to spend they have to raise money (anthro) or ask daddy (oai) this are terrible fragile businesses (currently) priced in private markets with very little upside vs that fragility"  
[X Link](https://x.com/JerryCap/status/2019428443591479501)  2026-02-05T15:10Z 55.4K followers, [----] engagements


"@CCM_Brett $META has been stealing share of the advertising market from Google for [--] years or so. However that's not what I was referring to. I meant $META is competing against Google for a SOTA AI model"  
[X Link](https://x.com/JerryCap/status/2019429687596855396)  2026-02-05T15:15Z 55.4K followers, [----] engagements


"New low for $SPGI"  
[X Link](https://x.com/JerryCap/status/2019470283971649670)  2026-02-05T17:56Z 55.4K followers, [----] engagements


"S&P Global is losing in AI"  
[X Link](https://x.com/JerryCap/status/2019470769588154674)  2026-02-05T17:58Z 55.4K followers, 20.6K engagements


"Unlike gold or silver or any of the other jokes I make Bitcoin can and will actually go to zero"  
[X Link](https://x.com/JerryCap/status/2019477607146746062)  2026-02-05T18:25Z 55.4K followers, [----] engagements


"This is how much money circular financing teaming and coordination it takes to compete with Google OpenAI has become a useful idiot. Imagine a world where Google was playing this game - at this level - but there was no OpenAI. Nightmare material for $NVDA $MSFT $AMZN. They will keep funding OAI even though they dislike Sam because they are scared shtless of that OpenAI has become a useful idiot. Imagine a world where Google was playing this game - at this level - but there was no OpenAI. Nightmare material for $NVDA $MSFT $AMZN. They will keep funding OAI even though they dislike Sam because"  
[X Link](https://x.com/JerryCap/status/2019482774449598834)  2026-02-05T18:46Z 55.4K followers, 15.7K engagements


"@insearch0fvalue I don't think he's a serious person given the analysis I've seen in the last [--] months from him. I don't know his fund performance"  
[X Link](https://x.com/JerryCap/status/2019490741995680069)  2026-02-05T19:18Z 55.4K followers, [---] engagements


"$MSFT is crashing"  
[X Link](https://x.com/JerryCap/status/2019493309383651636)  2026-02-05T19:28Z 55.4K followers, 39.7K engagements


"@insearch0fvalue Didn't read it. I suspect he is amazing at stuff that requires intense accounting like banking equities and insurance. is $moh one of those"  
[X Link](https://x.com/JerryCap/status/2019494134420066533)  2026-02-05T19:31Z 55.4K followers, [---] engagements


"Software companies are worse than payment companies"  
[X Link](https://x.com/JerryCap/status/2019532799477445114)  2026-02-05T22:05Z 55.4K followers, 10.2K engagements


"One year later this is now consensus "And right now Microsoft is one of the largest AI clouds in the world to companies like OpenAI and Anthropic. But they are renting GPUs to the barbarians who will ruin their castle in productivity software." - @SemiAnalysis_ https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point OpenAI is winning in AI. $MSFT funding OpenAI potentially has the chance to look like those idiot legacy TV Co's who financed Netflix with their content. https://t.co/s2ByR0SDxW https://t.co/S97vvbAw9L"  
[X Link](https://x.com/JerryCap/status/2019570949541015770)  2026-02-06T00:36Z 55.4K followers, 10.4K engagements


"Consensus https://x.com/JerryCap/status/1877175547727323434s=20 Do we all agree Google will take more share from $MSFT in cloud and productivity than $MSFT will take from search https://x.com/JerryCap/status/1877175547727323434s=20 Do we all agree Google will take more share from $MSFT in cloud and productivity than $MSFT will take from search"  
[X Link](https://x.com/JerryCap/status/2019571120899490032)  2026-02-06T00:37Z 55.4K followers, [----] engagements


"Consensus https://x.com/JerryCap/status/1905970531347710256s=20 While LLMs come for Search productivity software is also evolving. $MSFT $GOOG https://t.co/Sx20fjcw7R https://x.com/JerryCap/status/1905970531347710256s=20 While LLMs come for Search productivity software is also evolving. $MSFT $GOOG https://t.co/Sx20fjcw7R"  
[X Link](https://x.com/JerryCap/status/2019571246653141170)  2026-02-06T00:38Z 55.4K followers, [----] engagements


"Consensus is here at ya its probably a long at 20x https://x.com/JerryCap/status/1993284893921656906s=20 $MSFT the modeless chipless shitco losing share in productivity to $GOOG probably a long at 20x. https://x.com/JerryCap/status/1993284893921656906s=20 $MSFT the modeless chipless shitco losing share in productivity to $GOOG probably a long at 20x"  
[X Link](https://x.com/JerryCap/status/2019571432527917531)  2026-02-06T00:38Z 55.4K followers, [----] engagements


"I would highlight $GOOG employee base is basically the same since ChatGPT's launch even though their revenue increased by $120 Billion. However capex almost became 4x during this time. It's likely a good glimpse of the changing landscape of our future" - @borrowed_ideas"  
[X Link](https://x.com/JerryCap/status/2019586030236537232)  2026-02-06T01:36Z 55.4K followers, 36.6K engagements


"Good luck America "The miracle isn't that EUV lithography works but that is does so reliably enough to produce chips cost-effectively." Good luck China. EUV = 100% $ASML https://t.co/3fQvHLHXFS "The miracle isn't that EUV lithography works but that is does so reliably enough to produce chips cost-effectively." Good luck China. EUV = 100% $ASML https://t.co/3fQvHLHXFS"  
[X Link](https://x.com/JerryCap/status/2019738423704084541)  2026-02-06T11:42Z 55.4K followers, [----] engagements


"The only true AI bottleneck lays in Europe. 😊"  
[X Link](https://x.com/JerryCap/status/2019738619800432695)  2026-02-06T11:43Z 55.4K followers, [----] engagements


"Target $8000 BTC *STRATEGY'S PHONG: AT WORST CASE $8000 BITCOIN PRICE WOULD MAKE IT DIFFICULT TO SERVICE DEBT $MSTR $IBIT *STRATEGY'S PHONG: AT WORST CASE $8000 BITCOIN PRICE WOULD MAKE IT DIFFICULT TO SERVICE DEBT $MSTR $IBIT"  
[X Link](https://x.com/JerryCap/status/2019751701238940084)  2026-02-06T12:35Z 55.4K followers, [----] engagements


"@SaiParepally totally agree wouldn't short. I guess I'm just saying try pitching the bull case to public investors without any of the stuff from the original post. Anthropic looks like a software company to me ☺"  
[X Link](https://x.com/JerryCap/status/2019762654777078099)  2026-02-06T13:18Z 55.4K followers, [--] engagements


"Ben Evans on Software"  
[X Link](https://x.com/JerryCap/status/2019778685398585656)  2026-02-06T14:22Z 55.4K followers, 19.1K engagements


"$META likely about to obliterate what's left of boomers minds with AI over the next [--] years. You think you're getting inheritance That's Zucks money to take. $NVDA $META - NVDA CEO HUANG SAYS NO ONE USES AI BETTER THAN META $NVDA $META - NVDA CEO HUANG SAYS NO ONE USES AI BETTER THAN META"  
[X Link](https://x.com/JerryCap/status/2019830962750914621)  2026-02-06T17:50Z 55.4K followers, 26.9K engagements


"Jensen telling you to buy $META $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu"  
[X Link](https://x.com/JerryCap/status/2020094198804799634)  2026-02-07T11:16Z 55.4K followers, 18.3K engagements


"@4drant the only way it would work is via aggregation and none () of the characteristics of this industry are similar to the industries big tech aggregated"  
[X Link](https://x.com/JerryCap/status/2020501474506166333)  2026-02-08T14:14Z 55.4K followers, [----] engagements


"$HIMS was one of those dumb stocks that everyone knew was a zero except a handful of donkeys who are finding out today"  
[X Link](https://x.com/JerryCap/status/2020902475503399345)  2026-02-09T16:47Z 55.4K followers, 15.3K engagements


"This is clearly a Ponzi there is no other explanation @JerryCap Wrong. https://t.co/TEvOWNU9Ef @JerryCap Wrong. https://t.co/TEvOWNU9Ef"  
[X Link](https://x.com/JerryCap/status/2021033076659270002)  2026-02-10T01:26Z 55.4K followers, 12.2K engagements


"@internetraj this absolutely confirms it's a Ponzi / house of cards"  
[X Link](https://x.com/JerryCap/status/2021033227427651636)  2026-02-10T01:27Z 55.4K followers, [----] engagements


"@internetraj there is no rational actor who would invest at this valuation only someone looking to protect a fake mark"  
[X Link](https://x.com/JerryCap/status/2021033339826642968)  2026-02-10T01:27Z 55.4K followers, [----] engagements


"I don't understand this Why would anyone invest at this level it makes no sense I dont actually think it's a Ponzi but there is absolutely no valid reason to invest at this level. so if it was I wouldnt be surprised to learn that"  
[X Link](https://x.com/JerryCap/status/2021040383451345036)  2026-02-10T01:55Z 55.4K followers, [----] engagements


"@internetraj I've considered you an idiot for responding in this way"  
[X Link](https://x.com/JerryCap/status/2021163656222826966)  2026-02-10T10:05Z 55.4K followers, [---] engagements


"at this point "wrong" isn't the right explanation. the investors in stripe are actively creating fake marks for grifty reasons. if I found out a VC fund I was invested in invested in Stripe I would pull as much money from them as possible as they are clearly not trying to make you money. it's not theft but it's clear grift. https://twitter.com/i/web/status/2021167085645177158 https://twitter.com/i/web/status/2021167085645177158"  
[X Link](https://x.com/JerryCap/status/2021167085645177158)  2026-02-10T10:19Z 55.4K followers, [----] engagements


"RT @TanArrowz: Creating a new model is going to be like creating a podcast or writing a blog he said. It is going to be possible to des"  
[X Link](https://x.com/anyuser/status/2021888344330739926)  2026-02-12T10:05Z 55.4K followers, [--] engagements


"When you Google "Sydney Sweeney" this is what comes up. It takes [--] seconds (practically infinite in internet time) to scroll past this to get to Google's "10 blue links". Compare this to Perplexity where all you get is the Wikipedia section. What are we even talking about at this point Perplexity is 1) obviously worse 2) not free and 3) no distribution. You have all lost your minds"  
[X Link](https://x.com/JerryCap/status/1765033624590594448)  2024-03-05T15:16Z 55.4K followers, 453.1K engagements


"$PYPL CEO leaving $PYPL PayPal down 16.5% pre-market after announcing that CEO Alex Chriss will be stepping down after just two years on the job. The company also announced Q4 results where EPS and Revenue came in below analyst estimates. https://t.co/HLaAnmPFNI $PYPL PayPal down 16.5% pre-market after announcing that CEO Alex Chriss will be stepping down after just two years on the job. The company also announced Q4 results where EPS and Revenue came in below analyst estimates. https://t.co/HLaAnmPFNI"  
[X Link](https://x.com/JerryCap/status/2018659698677837847)  2026-02-03T12:15Z 55.4K followers, [----] engagements


"Global Payments should buy PayPal"  
[X Link](https://x.com/JerryCap/status/2018682794671583723)  2026-02-03T13:47Z 55.4K followers, [----] engagements


"RT @eric_seufert: This era of public resignations from AI labs mirrors the 2017-2020 vintage that portrayed advertising as inherently inim"  
[X Link](https://x.com/JerryCap/status/2021737824546877602)  2026-02-12T00:07Z 55.4K followers, [--] engagements


"RT @OMGCapital: $msft is done taking victory laps Realize they need to do what $goog is doing"  
[X Link](https://x.com/JerryCap/status/2021957085668253721)  2026-02-12T14:38Z 55.4K followers, [--] engagements


"@roboco23 not much. don't think vibe coding is a risk. I understand how agentic interfaces could extract some value in horizontal SaaS doesnt seem likely in VMS"  
[X Link](https://x.com/JerryCap/status/2021405541357047886)  2026-02-11T02:06Z 55.4K followers, [--] engagements


"@Read_cap @heartof_thesea what do you mean move to realize capital gains"  
[X Link](https://x.com/JerryCap/status/2021968677797614022)  2026-02-12T15:24Z 55.4K followers, [---] engagements


"@Read_cap @heartof_thesea ok. currently do you not tax realized capital gains like most countries or are you saying they will simply revert I think I'm missing something"  
[X Link](https://x.com/JerryCap/status/2021970192469827952)  2026-02-12T15:30Z 55.4K followers, [---] engagements


"@Read_cap @heartof_thesea Ya but you had it better than a country (like cad or us) that was paying capital gains before narrative violation"  
[X Link](https://x.com/JerryCap/status/2021980204281782356)  2026-02-12T16:10Z 55.4K followers, [---] engagements


"@DarkfireCapital what do you prefer about $FISV over $GPN or $FOUR"  
[X Link](https://x.com/JerryCap/status/2018403776034455996)  2026-02-02T19:18Z 55.4K followers, [----] engagements


"$FOUR $GPN @JerryCap soon hardware stocks will go down because they run software on the hardware. @JerryCap soon hardware stocks will go down because they run software on the hardware"  
[X Link](https://x.com/JerryCap/status/2018795055394254964)  2026-02-03T21:13Z 55.4K followers, [----] engagements


"me trying to cook up an AI short thesis for $FOUR"  
[X Link](https://x.com/JerryCap/status/2018859677896052890)  2026-02-04T01:30Z 55.4K followers, [----] engagements


"$MCO come back to me"  
[X Link](https://x.com/JerryCap/status/2019060789949190551)  2026-02-04T14:49Z 55.4K followers, [----] engagements


"@evantindell That's fair. Although I didn't say they needed to enter other verticals. I said once they are done with VMS they can enter other verticals. I think VMS has a [--] year runway still but not "small VMS". They will need to do a chunky acquisition every so often"  
[X Link](https://x.com/JerryCap/status/2021746492625547691)  2026-02-12T00:41Z 55.4K followers, [---] engagements


""The CEO of $GOOG has one job. Do not let ChatGPT secure a leadership position in AI search/discovery. And that's exactly what has happened. [---] million people now treat ChatGPT as a verb synonymous with discovery in the age of AI. They breached the $GOOG moat". - @altcap"  
[X Link](https://x.com/JerryCap/status/1653073414310051852)  2023-05-01T16:26Z 55.4K followers, 223.3K engagements


"$CSU merges with $GPN I call it Instant Berkshire"  
[X Link](https://x.com/JerryCap/status/2019473362003898691)  2026-02-05T18:09Z 55.4K followers, 12.8K engagements


"The robot is smarter than everyone $AMZN"  
[X Link](https://x.com/JerryCap/status/2019550459007234057)  2026-02-05T23:15Z 55.4K followers, 21.9K engagements


"Seems obvious that $MSFT will recreate "Claude around PPT and excel" and if need be cut Claude access. Only way $MSFT would be forced to allow Claude LT is if Antrho got so big they in effect could aggregate $MSFT. Seems nonsense given the competitive environment. Here is the thing Claude wrapped around excel and PowerPoint AI integrated into system of record it will drive higher utilization of the core application/system. It will make it more accessible to people and extract more value. Historically this is what enabled software Here is the thing Claude wrapped around excel and PowerPoint AI"  
[X Link](https://x.com/JerryCap/status/2021173035995181338)  2026-02-10T10:42Z 55.4K followers, 20.9K engagements


"Ben Thompson on Amazon vs Google"  
[X Link](https://x.com/JerryCap/status/2021323895563747660)  2026-02-10T20:42Z 55.4K followers, [----] engagements


"Iran cancelled their Adobe subscription Channels affiliated with Irans Islamic Revolutionary Guard Corps (IRGC) posted a video earlier today clearly created using Artificial Intelligence (AI) which appears to show a attack using drones gunboats missiles and submarines on the USS Abraham Lincoln (CVN-72) and her https://t.co/OaROAsgEAa Channels affiliated with Irans Islamic Revolutionary Guard Corps (IRGC) posted a video earlier today clearly created using Artificial Intelligence (AI) which appears to show a attack using drones gunboats missiles and submarines on the USS Abraham Lincoln"  
[X Link](https://x.com/JerryCap/status/2021541635872477407)  2026-02-11T11:07Z 55.4K followers, [----] engagements


"American companies are so much better run All the new American equities that have come public in last [--] to [--] years have been run like absolute dogshit by compete idiots or were straight up grfts/frauds. ASML fires [----] net employees to stay more agile. $ASML.AS $ASML https://t.co/cssmQzJKaY ASML fires [----] net employees to stay more agile. $ASML.AS $ASML https://t.co/cssmQzJKaY"  
[X Link](https://x.com/JerryCap/status/2021544326732435665)  2026-02-11T11:18Z 55.4K followers, [----] engagements


"New lows for $TEAM $CSGP $BRO"  
[X Link](https://x.com/JerryCap/status/2021596436966621281)  2026-02-11T14:45Z 55.4K followers, [----] engagements


"Mistral's revenues soar over $400mn as Europe seeks Al independence cc: $ASML https://www.ft.com/content/664249e7-e8d5-4425-b397-ad3ed590b305 https://www.ft.com/content/664249e7-e8d5-4425-b397-ad3ed590b305"  
[X Link](https://x.com/JerryCap/status/2021616869061349396)  2026-02-11T16:06Z 55.4K followers, [----] engagements


"They can buy any company business stock or cash flow stream in existence it doesn't have to be software. That's the answer you can't argue. $HEI has FSG and ETG. Now the real question is how long can they do small VMS. Then how long they can do large VMS. Then how long they can do low IRR horizontal stuff. Then what. Given the size and tail and likely growth of the VMS market 10% for [--] years seems a low bar"  
[X Link](https://x.com/JerryCap/status/2021683093955027392)  2026-02-11T20:29Z 55.4K followers, [----] engagements


"Short $LMT Department of War announces deal with OpenAI to deploy ChatGPT to all Pentagon personnel. Follow: @AFpost https://t.co/qe3A7r7LrQ Department of War announces deal with OpenAI to deploy ChatGPT to all Pentagon personnel. Follow: @AFpost https://t.co/qe3A7r7LrQ"  
[X Link](https://x.com/JerryCap/status/2021698973749420285)  2026-02-11T21:32Z 55.4K followers, [----] engagements


""A newly unearthed email from Mehmet Oz Trump's Medicaid services administrator and his wife Lisa shows the couple invited Epstein to their [----] Valentine's Day party." Imagine being a star athlete and top student at Harvard then getting both your U Penn MD and Wharton MBA simultaneously in [--] years and finding time to be student body president a double course load in Business and Medical School. Ladies and Gentlemen may I present our new Head https://t.co/Wdef8iaplX Imagine being a star athlete and top student at Harvard then getting both your U Penn MD and Wharton MBA simultaneously in 4"  
[X Link](https://x.com/JerryCap/status/2021737288867492299)  2026-02-12T00:05Z 55.4K followers, 10.4K engagements


"sell your proportionate amount of shares into the buyback then and its like nothing happened $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not https://t.co/ksMMEPdEvW $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted"  
[X Link](https://x.com/JerryCap/status/2021751381170753891)  2026-02-12T01:01Z 55.4K followers, [----] engagements


"disgusting fuck and his wife knows and doesn't care"  
[X Link](https://x.com/JerryCap/status/2021891705335656670)  2026-02-12T10:18Z 55.4K followers, 30.4K engagements


"She was elected a trustee of the Rockefeller University in [----]. In [----] She was elected a trustee of the Metropolitan Museum of Art. Debra Black is an American Broadway producer and philanthropist. She is the wife of Leon Black (Epsteins best friend) what a retard she is"  
[X Link](https://x.com/JerryCap/status/2021892478572404964)  2026-02-12T10:21Z 55.4K followers, [----] engagements


"@compoundpapi Debra Black should vomit everytime she sees herself in the mirror and then she realize that she enabled a monster and she still does today both should be in prison"  
[X Link](https://x.com/JerryCap/status/2021896340356079750)  2026-02-12T10:37Z 55.4K followers, [---] engagements


"Don't invest in $ICE dishonest management Sprecher is not good. In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. Disclosures later showed she and her husband began selling stocks immediately even as to the public she was downplaying the risks of an epidemic level In January [----] Loeffler attended a closed-door classified briefing for senators about the emerging coronavirus outbreak. Disclosures later showed she and her husband began selling stocks immediately even as to the public she was downplaying the risks of an"  
[X Link](https://x.com/JerryCap/status/2021900540460871959)  2026-02-12T10:53Z 55.4K followers, 12K engagements


"If $NFLX released a real account of the monarchy "The Crown" today would be CSAM"  
[X Link](https://x.com/JerryCap/status/2021911366227898672)  2026-02-12T11:36Z 55.4K followers, [----] engagements


"the royal family is so poor that Charles has to chip in [---] million The Sun is reporting that not only did the late Queen loan ex-Prince Andrew millions to pay 12m to Virginia Guiffre but Charles chipped in 1.5m The Sun is reporting that not only did the late Queen loan ex-Prince Andrew millions to pay 12m to Virginia Guiffre but Charles chipped in 1.5m"  
[X Link](https://x.com/JerryCap/status/2021914141229822263)  2026-02-12T11:47Z 55.4K followers, [----] engagements


"RT @CryptoJelleNL: Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This"  
[X Link](https://x.com/JerryCap/status/2021955381451215144)  2026-02-12T14:31Z 55.4K followers, [---] engagements


"Insane Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid"  
[X Link](https://x.com/JerryCap/status/2021955432718209346)  2026-02-12T14:31Z 55.4K followers, 14.3K engagements


"RT @davenewworld_2: Schools are cancelling Picture Day because of a wave of concerned parents who don't trust the school photo company Life"  
[X Link](https://x.com/JerryCap/status/2021956120143622505)  2026-02-12T14:34Z 55.4K followers, 20.2K engagements


"I don't think it does but does this hurt Dutch equities Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix"  
[X Link](https://x.com/JerryCap/status/2021958503020089355)  2026-02-12T14:44Z 55.4K followers, [----] engagements


"$META EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX. https://t.co/vCSxfcnMMW EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX. https://t.co/vCSxfcnMMW"  
[X Link](https://x.com/JerryCap/status/2021973170069094410)  2026-02-12T15:42Z 55.4K followers, [----] engagements


"AI semi's spending popped a multi decade tech bubble"  
[X Link](https://x.com/JerryCap/status/2021979185904853001)  2026-02-12T16:06Z 55.4K followers, [----] engagements


"2026 is wild on here"  
[X Link](https://x.com/JerryCap/status/2022014087191048684)  2026-02-12T18:25Z 55.4K followers, [----] engagements


"AI will replace everything and then kill itself So is AI gonna replace everything now So is AI gonna replace everything now"  
[X Link](https://x.com/JerryCap/status/2022019351549755578)  2026-02-12T18:45Z 55.4K followers, [----] engagements


""According to the [----] ACC/Everlaw Generative AI Survey 64% of in-house legal teams expect to reduce their reliance on outside counsel due to the adoption of generative AI for internal tasks. This shift is driven by the rapid doubling of in-house AI adoption from 23% to 52% in one year." "In-house teams are using AI to take work back from law firms forcing $TRI to prove that its "professional-grade" tools are essential for both sides of the relationship." "In-house teams are using AI to take work back from law firms forcing $TRI to prove that its "professional-grade" tools are essential for"  
[X Link](https://x.com/JerryCap/status/2022115430559871384)  2026-02-13T01:07Z 55.4K followers, [----] engagements


"OK. Picture yourself in Netherlands. You just just looked at your Stripe shares they are marked up 10x. You pay taxes at [---] billion because of whatever nonsense is going on over there. They go public trade down 80% to comps and you're now broke"  
[X Link](https://x.com/JerryCap/status/2022126854035980667)  2026-02-13T01:53Z 55.4K followers, [----] engagements


"whoever created Adyen and ASML should be in charge of tax policy clearly"  
[X Link](https://x.com/JerryCap/status/2022128576212992367)  2026-02-13T01:59Z 55.4K followers, [----] engagements


"Andy on Dan Loeb on response to $CSGP "Investors should carefully consider the source of their advice - Third Point has consistently underperformed relative to the Russell [----] in nine out of the last ten years""  
[X Link](https://x.com/JerryCap/status/2016522369729241422)  2026-01-28T14:42Z 55.4K followers, 22.6K engagements


""this strategy I call instant Berkshire" notably short seller and $FOUR skeptic Michael Burry wat https://t.co/5yDsqRZXHs wat https://t.co/5yDsqRZXHs"  
[X Link](https://x.com/JerryCap/status/2018652576640565600)  2026-02-03T11:47Z 55.4K followers, [----] engagements


"$FOUR @CambriaCreek I added a tiny bit but i own a lot. would probably keep rotating other names into this for a bit in the 40s. Not being disrupted by AI thats for sure PayPal not relevant to this company in any way shape or form. @CambriaCreek I added a tiny bit but i own a lot. would probably keep rotating other names into this for a bit in the 40s. Not being disrupted by AI thats for sure PayPal not relevant to this company in any way shape or form"  
[X Link](https://x.com/JerryCap/status/2018753291954315481)  2026-02-03T18:27Z 55.4K followers, [----] engagements


"pretty soon the AI stocks will go down because they sell to software stocks"  
[X Link](https://x.com/JerryCap/status/2018781939151306890)  2026-02-03T20:21Z 55.4K followers, 105.3K engagements


"@MikeFritzell His $FOUR analysis was objectively dumb. he wrote an analysis of the company that was entirely wrong not even close. and he made shit up. I suspect he may dumb or slightly dishonest. Instant Berkshire is clearly dumb"  
[X Link](https://x.com/JerryCap/status/2019725371516592342)  2026-02-06T10:50Z 55.4K followers, [----] engagements


"Stripe missing another window confirms it a ponzi My guess is VCs dont appreciate what happened to them this week There are a few big winners the market would still like (anthro OAI elonco anduril). Every other investment should be marked -50% My guess is VCs dont appreciate what happened to them this week There are a few big winners the market would still like (anthro OAI elonco anduril). Every other investment should be marked -50%"  
[X Link](https://x.com/JerryCap/status/2020146496960696423)  2026-02-07T14:43Z 55.4K followers, 67.8K engagements


"Asked the bank for a loan to get me back on my feet bought some insurance brokers stocks but got stopped out quickly on AI fears so put my money in ratings agencies. I lost all my money again"  
[X Link](https://x.com/JerryCap/status/2021229747880001948)  2026-02-10T14:28Z 55.4K followers, [----] engagements


"$FOUR is in a bull market +5% As expected Isaacman collapsed his Class B/C shares and waived his TRA benefits. A positive for $FOUR shareholders https://t.co/4AXfgHDQLD As expected Isaacman collapsed his Class B/C shares and waived his TRA benefits. A positive for $FOUR shareholders https://t.co/4AXfgHDQLD"  
[X Link](https://x.com/JerryCap/status/2021251533015285902)  2026-02-10T15:54Z 55.4K followers, [----] engagements


"$FOUR " just finished a long-overdue governance cleanup. The company collapsed its multi-class share structure into one share one vote eliminated controlled company status and permanently killed the Tax Receivable Agreement (TRA) that would have sent a large share of future tax benefits to the founder. From here on out all tax benefits belong to shareholders voting power is equal and the structure is materially simpler and more institutionally investable. The $191.8M paid to Jared Isaacman looks bad in isolation but its mostly a settlement of existing obligations not a giveaway. The bulk was"  
[X Link](https://x.com/JerryCap/status/2021252445960130860)  2026-02-10T15:58Z 55.4K followers, [----] engagements


"RT @Kalshi: JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors"  
[X Link](https://x.com/JerryCap/status/2021751027825770546)  2026-02-12T00:59Z 55.4K followers, [---] engagements


"RT @qcapital2020: Pam Bondi today"  
[X Link](https://x.com/JerryCap/status/2021955974655770741)  2026-02-12T14:34Z 55.4K followers, [----] engagements


"@416ash unrealized capital gains taxes will lead to fascism if it already isn't. if you're going to steal all a billionaire money he's just going to support the opposite of that no matter how evil"  
[X Link](https://x.com/JerryCap/status/2021958761452036399)  2026-02-12T14:45Z 55.4K followers, [---] engagements


"RT @BuysideAIreview: The "why does Bloomberg need to exist" argument comes up every few weeks it seems like and I want to give people a cre"  
[X Link](https://x.com/JerryCap/status/2021971846766170560)  2026-02-12T15:37Z 55.4K followers, [--] engagements


""When government data sovereignty and liability are involved AI platform aggregation loses to jurisdictional control."🤖🤖🤖 @PronkDaniel The sell off in those stocks has been nothing short of stunning. What's even more surprising to me so how the sentiment has shifted only because of price action what happened to long term investing Stocks like $TOI.V own dozens of local monopolies with regulations shielding https://t.co/JvomfNhzMN @PronkDaniel The sell off in those stocks has been nothing short of stunning. What's even more surprising to me so how the sentiment has shifted only because of"  
[X Link](https://x.com/JerryCap/status/2021749680044986655)  2026-02-12T00:54Z 55.4K followers, [----] engagements


"@roojoo3 not sure I follow"  
[X Link](https://x.com/JerryCap/status/2022166206766104732)  2026-02-13T04:29Z 55.4K followers, [---] engagements

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