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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 $gpn, $asml, asml, robot the most. They currently have XXXXXX followers and XXX 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 +42%
- X Month XXXXXXX +43%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XXXX%

### 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 XXX +2.90%
- X Month XXX +8.70%
- X Months XXX -XX%
- X Year XXXXX +21%

### 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 +0.29%
- X Month XXXXXX +1.50%
- X Months XXXXXX +7.20%
- 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 [#](/creator/twitter::3441715755/influence)
---

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

**Social topic influence**
[$gpn](/topic/$gpn) #2, [$asml](/topic/$asml) #9, [asml](/topic/asml) #17, [robot](/topic/robot) #1766, [$tdg](/topic/$tdg) #5, [$csu](/topic/$csu) #6, [$abnb](/topic/$abnb) #411, [$mrvi](/topic/$mrvi) 0.72%, [$spgi](/topic/$spgi) #18, [$amat](/topic/$amat) #48

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@libertyrpf](/creator/undefined) [@4drant](/creator/undefined) [@c0n5tantinople](/creator/undefined) [@no_cap_cap](/creator/undefined) [@evrgn11112231](/creator/undefined) [@returnoncap](/creator/undefined) [@brentmuio](/creator/undefined) [@autumncapital](/creator/undefined) [@kairospraxis](/creator/undefined) [@scuttleblurb](/creator/undefined) [@compoundpapi](/creator/undefined) [@sama](/creator/undefined) [@grok](/creator/undefined) [@tmtbreakout](/creator/undefined) [@icemancapital](/creator/undefined) [@gekkoadvisors](/creator/undefined) [@lefttailguy](/creator/undefined) [@itsamekaaay](/creator/undefined) [@tidefallcapital](/creator/undefined)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Airbnb Inc (ABNB)](/topic/$abnb) [S&P Global Inc (SPGI)](/topic/$spgi) [Applied Materials, Inc. (AMAT)](/topic/$amat) [4 (FOUR)](/topic/$four) [Msci Inc (MSCI)](/topic/$msci) [Microsoft Corp. (MSFT)](/topic/microsoft) [Danaher Corporation (DHR)](/topic/$dhr) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fiserv, Inc. (FI)](/topic/$fi) [Neurobro (BRO)](/topic/$bro) [Watsco, Inc. (WSO)](/topic/$wso) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [Heima (HEI)](/topic/$hei) [Parachute (PAR)](/topic/$par) [Repligen, Corp. (RGEN)](/topic/$rgen) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Mastercard, Inc. (MA)](/topic/$ma) [SPX6900 (SPX)](/topic/$spx) [General Electric Company (GE)](/topic/$ge) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [CME Group Inc (CME)](/topic/$cme) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico)
### Top Social Posts [#](/creator/twitter::3441715755/posts)
---
Top posts by engagements in the last XX hours

"Anyone have thoughts on BK Zynga President Bernard Kim named Match Group CEO"  
[X Link](https://x.com/JerryCap/status/1521590469603516419) [@JerryCap](/creator/x/JerryCap) 2022-05-03T20:40Z 52.8K followers, XX engagements


"Robot likes the Q "first real adult leadership $MRVI has had since COVID""  
[X Link](https://x.com/JerryCap/status/1955355071161798750) [@JerryCap](/creator/x/JerryCap) 2025-08-12T19:45Z 52.8K followers, 4120 engagements


"Do we still like this one $WSO"  
[X Link](https://x.com/JerryCap/status/1958554073738723444) [@JerryCap](/creator/x/JerryCap) 2025-08-21T15:37Z 52.8K followers, 4773 engagements


"@KairosPraxis I don't own Adyen but they do seem to grow 20%. they are tradin in the 30s of FCF (iirc; and its fully baked for SBC more or less) and margins are temporarily depressed. So I don't think its overvalued at the moment nor do I think you need to own it here"  
[X Link](https://x.com/JerryCap/status/1973159352971436374) [@JerryCap](/creator/x/JerryCap) 2025-09-30T22:53Z 52.8K followers, XXX engagements


"Anthropic driving AWS acceleration $AMZN"  
[X Link](https://x.com/JerryCap/status/1973316208599638472) [@JerryCap](/creator/x/JerryCap) 2025-10-01T09:17Z 52.8K followers, 31.8K 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](https://x.com/JerryCap/status/1974127983234625640) [@JerryCap](/creator/x/JerryCap) 2025-10-03T15:02Z 52.8K followers, XXX engagements


"reminder $MSFT AI strategy looks weak"  
[X Link](https://x.com/JerryCap/status/1977302762070454739) [@JerryCap](/creator/x/JerryCap) 2025-10-12T09:18Z 52.8K followers, 14.3K engagements


"are we about to sell BST $MRVI has some life"  
[X Link](https://x.com/JerryCap/status/1977756003748761660) [@JerryCap](/creator/x/JerryCap) 2025-10-13T15:19Z 52.8K followers, 4258 engagements


"$MSFT is losing in AI"  
[X Link](https://x.com/JerryCap/status/1978811366279455009) [@JerryCap](/creator/x/JerryCap) 2025-10-16T13:12Z 52.8K followers, 7004 engagements


"$MRVI someone knows something 🧽🧽🧽🧽"  
[X Link](https://x.com/JerryCap/status/1978825665534156992) [@JerryCap](/creator/x/JerryCap) 2025-10-16T14:09Z 52.8K followers, 3149 engagements


""Unlike the war crimes of President Vladimir Putin of Russia those of Prime Minister Benjamin Netanyahu of Israel have been carried out with the support of the major Western powers.""  
[X Link](https://x.com/JerryCap/status/1978967598885749064) [@JerryCap](/creator/x/JerryCap) 2025-10-16T23:33Z 52.8K followers, 3475 engagements


"ok on my favourite past times is taking an $ASML bear case and letting the robot tell me he can't exist without him and that all else is Chinese propaganda"  
[X Link](https://x.com/JerryCap/status/1979864170658218489) [@JerryCap](/creator/x/JerryCap) 2025-10-19T10:56Z 52.8K followers, 9339 engagements


"Mark Miller bought some $DHR as well or what"  
[X Link](https://x.com/JerryCap/status/1973381310367375602) [@JerryCap](/creator/x/JerryCap) 2025-10-01T13:35Z 52.8K followers, 8449 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](https://x.com/JerryCap/status/1975357568542515436) [@JerryCap](/creator/x/JerryCap) 2025-10-07T00:28Z 52.8K followers, 6162 engagements


"Export restrictions turning into a slow structural drag $AMAT $LRCX $KLAC"  
[X Link](https://x.com/JerryCap/status/1976238046778728629) [@JerryCap](/creator/x/JerryCap) 2025-10-09T10:47Z 52.8K followers, 5768 engagements


"Regulatory Drag ( $AMAT) vs Demand Rotation ( $ASML)"  
[X Link](https://x.com/JerryCap/status/1976240152575185251) [@JerryCap](/creator/x/JerryCap) 2025-10-09T10:55Z 52.8K followers, 1130 engagements


"Capital Intensity Shifts Help $ASML not $AMAT"  
[X Link](https://x.com/JerryCap/status/1976240159520948667) [@JerryCap](/creator/x/JerryCap) 2025-10-09T10:55Z 52.8K followers, 3305 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](https://x.com/JerryCap/status/1977669632892014837) [@JerryCap](/creator/x/JerryCap) 2025-10-13T09:35Z 52.8K followers, 18.4K engagements


""the Dutch economy is based soley on $ASML" whose gonna tell him"  
[X Link](https://x.com/JerryCap/status/1977670487443468543) [@JerryCap](/creator/x/JerryCap) 2025-10-13T09:39Z 52.8K followers, 40.5K engagements


"$ASML implying diffusion beyond TSMC. "Al is going to benefit a larger part of our customer base""  
[X Link](https://x.com/JerryCap/status/1978403322533925242) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:11Z 52.8K followers, 7629 engagements


"Robot getting bulled up after reading the Barclays note these are in euros boys euros"  
[X Link](https://x.com/JerryCap/status/1978407685713223788) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:28Z 52.8K followers, 1525 engagements


"$CSU "Small context windows and open-source training bias limit large language models' ability to handle entire VMS codebases limiting their contextual understanding of the program.""  
[X Link](https://x.com/JerryCap/status/1978819499039072313) [@JerryCap](/creator/x/JerryCap) 2025-10-16T13:45Z 52.8K followers, 6807 engagements


"$ASML as the cleanest secular play on Al compute scaling"  
[X Link](https://x.com/JerryCap/status/1977673587231428881) [@JerryCap](/creator/x/JerryCap) 2025-10-13T09:51Z 52.8K followers, 12.3K engagements


"@BillBrewsterTBB no doubt has the oppy to do it again pretty easily from here as well. levers to create value at $ABNB are very simple"  
[X Link](https://x.com/JerryCap/status/1979281525918306521) [@JerryCap](/creator/x/JerryCap) 2025-10-17T20:21Z 52.8K followers, 1483 engagements


"@WBuffettII I'd say it's fair value is higher than today. but I wouldn't buy the stock today . its a hold. that said I think it o/ps most monopoly compounders from here still and an exit at 40x seems very possible (but not needed)"  
[X Link](https://x.com/JerryCap/status/1979878707914478039) [@JerryCap](/creator/x/JerryCap) 2025-10-19T11:54Z 52.8K followers, XXX engagements


"Who are the best biotech fund mangers"  
[X Link](https://x.com/JerryCap/status/1913219574096335146) [@JerryCap](/creator/x/JerryCap) 2025-04-18T13:14Z 52.8K followers, 14.1K 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](https://x.com/JerryCap/status/1973478631067492644) [@JerryCap](/creator/x/JerryCap) 2025-10-01T20:02Z 52.8K followers, 9285 engagements


"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"  
[X Link](https://x.com/JerryCap/status/1975571252996952479) [@JerryCap](/creator/x/JerryCap) 2025-10-07T14:37Z 52.8K followers, 4529 engagements


"$TDG to zero"  
[X Link](https://x.com/JerryCap/status/1978494377166057694) [@JerryCap](/creator/x/JerryCap) 2025-10-15T16:13Z 52.8K followers, 5648 engagements


"Bioprocessing workflow Upstream (cell line development cell culture) Downstream (harvest & clarification purification formulation fill finish) cc: $DHR $DIM $RGEN"  
[X Link](https://x.com/JerryCap/status/1805983368963645537) [@JerryCap](/creator/x/JerryCap) 2024-06-26T15:16Z 52.8K followers, 34.8K engagements


"@StockTalk416 @ContrarianCurse @DynamicMoats $GPN army about to head to Drake's house 🚀"  
[X Link](https://x.com/JerryCap/status/1959606956722921965) [@JerryCap](/creator/x/JerryCap) 2025-08-24T13:21Z 52.8K followers, 1309 engagements


"@LowerlineRsrch $GPN 6x 2026 better than any industrial biz in the 90s"  
[X Link](https://x.com/JerryCap/status/1971524999958974512) [@JerryCap](/creator/x/JerryCap) 2025-09-26T10:39Z 52.8K followers, XXX engagements


"OpenAI now incentivized to use $AMD chips over $NVDA. Interesting of thinking where this relationship sits on the AI compute spectrum"  
[X Link](https://x.com/JerryCap/status/1976631426540786149) [@JerryCap](/creator/x/JerryCap) 2025-10-10T12:50Z 52.8K followers, 32.4K engagements


"$CSGP going nuclear on $Z You gotta be crazy to own Zillow"  
[X Link](https://x.com/JerryCap/status/1755984507172262015) [@JerryCap](/creator/x/JerryCap) 2024-02-09T15:58Z 52.8K followers, 25K engagements


"Starting to hear some AI chatter around these names justified or not. $FDS"  
[X Link](https://x.com/JerryCap/status/1969322393110757515) [@JerryCap](/creator/x/JerryCap) 2025-09-20T08:47Z 52.8K followers, 7426 engagements


""By 2028 they forecast $5B in FCF-50% more than they would've had without the Worldpay deal" $GPN"  
[X Link](https://x.com/JerryCap/status/1969748491975942653) [@JerryCap](/creator/x/JerryCap) 2025-09-21T13:00Z 52.8K followers, 5577 engagements


"$GPN update from JPM Conference Robot is adding 🚀"  
[X Link](https://x.com/JerryCap/status/1969751432002756653) [@JerryCap](/creator/x/JerryCap) 2025-09-21T13:11Z 52.8K followers, 3528 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](https://x.com/JerryCap/status/1969760423172886762) [@JerryCap](/creator/x/JerryCap) 2025-09-21T13:47Z 52.8K followers, 3704 engagements


"Stripe could have bought trillions in TPV instead with $GPN"  
[X Link](https://x.com/JerryCap/status/1970568681479401600) [@JerryCap](/creator/x/JerryCap) 2025-09-23T19:19Z 52.8K followers, 5493 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](https://x.com/JerryCap/status/1971943908616856015) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:23Z 52.8K followers, 5396 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) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:25Z 52.8K followers, 4270 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](https://x.com/JerryCap/status/1971944746248737063) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:27Z 52.8K followers, 3158 engagements


"what multiple you think $GPN should trade at"  
[X Link](https://x.com/JerryCap/status/1971945912898670623) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:31Z 52.8K followers, 6687 engagements


"@Luce_On_TSLA what multiple you think $GPN should trade at"  
[X Link](https://x.com/JerryCap/status/1971945933622669669) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:32Z 52.8K followers, XXX engagements


"@PaneerCap @Luce_On_TSLA I reject the notion that $GPN is broken"  
[X Link](https://x.com/JerryCap/status/1971951442815750603) [@JerryCap](/creator/x/JerryCap) 2025-09-27T14:53Z 52.8K followers, XXX engagements


"Robot likes the $GPN news"  
[X Link](https://x.com/JerryCap/status/1972648756379263294) [@JerryCap](/creator/x/JerryCap) 2025-09-29T13:04Z 52.8K followers, 3803 engagements


"Can someone send me a $GPN multiple premium/discount vs SPY for last 15+ years"  
[X Link](https://x.com/JerryCap/status/1972970220081004764) [@JerryCap](/creator/x/JerryCap) 2025-09-30T10:22Z 52.8K followers, 5109 engagements


"@EquityBrian $GPN cleaner story than $PYPL now IMHO"  
[X Link](https://x.com/JerryCap/status/1972970702920950091) [@JerryCap](/creator/x/JerryCap) 2025-09-30T10:24Z 52.8K followers, 1138 engagements


"$GPN / $SPX"  
[X Link](https://x.com/JerryCap/status/1973011701122707615) [@JerryCap](/creator/x/JerryCap) 2025-09-30T13:07Z 52.8K followers, 3261 engagements


"WOW SO ORIGINAL FLUFFY $GPN"  
[X Link](https://x.com/JerryCap/status/1973134262321729883) [@JerryCap](/creator/x/JerryCap) 2025-09-30T21:14Z 52.8K followers, 6410 engagements


"@valiovalentino how long ago did they buy $ABNB do you know off top of your head"  
[X Link](https://x.com/JerryCap/status/1976634567621841086) [@JerryCap](/creator/x/JerryCap) 2025-10-10T13:02Z 52.8K followers, XXX engagements


"$CSU TAM is "Evergreen""  
[X Link](https://x.com/JerryCap/status/1978561896216228091) [@JerryCap](/creator/x/JerryCap) 2025-10-15T20:41Z 52.8K followers, 15.3K 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](https://x.com/JerryCap/status/1978820912980877718) [@JerryCap](/creator/x/JerryCap) 2025-10-16T13:50Z 52.8K followers, 50.8K engagements


"remember this one $ABNB"  
[X Link](https://x.com/JerryCap/status/1979274464920568038) [@JerryCap](/creator/x/JerryCap) 2025-10-17T19:53Z 52.8K followers, 15.3K engagements


"why didn't tci buy this beats all their holdings"  
[X Link](https://x.com/JerryCap/status/1979666435959103974) [@JerryCap](/creator/x/JerryCap) 2025-10-18T21:50Z 52.8K followers, 20.3K engagements


"$MSCI Fund Creation Market Share"  
[X Link](https://x.com/JerryCap/status/1949530830893912404) [@JerryCap](/creator/x/JerryCap) 2025-07-27T18:02Z 52.8K followers, 10.5K engagements


"$VRSK Update: M&A over Buybacks"  
[X Link](https://x.com/JerryCap/status/1950555913162736020) [@JerryCap](/creator/x/JerryCap) 2025-07-30T13:55Z 52.8K followers, 15K engagements


""Let's be clear: this is not a great company." - @scuttleblurb $GPN"  
[X Link](https://x.com/JerryCap/status/1957441864753193095) [@JerryCap](/creator/x/JerryCap) 2025-08-18T13:58Z 52.8K followers, 5543 engagements


"$GPN Road to 10x NTM P/E 70%"  
[X Link](https://x.com/JerryCap/status/1958927581152977057) [@JerryCap](/creator/x/JerryCap) 2025-08-22T16:21Z 52.8K followers, 6482 engagements


"$GPN NTM PE"  
[X Link](https://x.com/JerryCap/status/1958928543003611500) [@JerryCap](/creator/x/JerryCap) 2025-08-22T16:25Z 52.8K followers, 2572 engagements


"Why is this worth twice the multiple of $GPN shouldn't they be the same ish"  
[X Link](https://x.com/JerryCap/status/1964669152674877918) [@JerryCap](/creator/x/JerryCap) 2025-09-07T12:36Z 52.8K followers, 7669 engagements


"Are $ADYEN and Stripe winning the easy to steal share from Worldpay ( $GPN) first or last What remains at Worldpay likely quite sticky as Adyen growth slowing to low 20s now"  
[X Link](https://x.com/JerryCap/status/1964686789169574139) [@JerryCap](/creator/x/JerryCap) 2025-09-07T13:46Z 52.8K followers, 6234 engagements


"Long $GPN #valueisback"  
[X Link](https://x.com/JerryCap/status/1968728145093083592) [@JerryCap](/creator/x/JerryCap) 2025-09-18T17:25Z 52.8K followers, 4780 engagements


"Legacy infra isn't just tech it's culture process and incentives. $GPN"  
[X Link](https://x.com/JerryCap/status/1969202658968821825) [@JerryCap](/creator/x/JerryCap) 2025-09-20T00:51Z 52.8K followers, 4191 engagements


"$GPN had in place the same compensation plan since 1994"  
[X Link](https://x.com/JerryCap/status/1969202668087239059) [@JerryCap](/creator/x/JerryCap) 2025-09-20T00:51Z 52.8K followers, 3439 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](https://x.com/JerryCap/status/1971388771917865084) [@JerryCap](/creator/x/JerryCap) 2025-09-26T01:38Z 52.8K followers, 37.2K engagements


"$CSU will cross sell AI"  
[X Link](https://x.com/JerryCap/status/1975946878207324523) [@JerryCap](/creator/x/JerryCap) 2025-10-08T15:30Z 52.8K followers, 20.4K engagements


"$ABNB is losing in AI 🚀"  
[X Link](https://x.com/JerryCap/status/1978106910021697768) [@JerryCap](/creator/x/JerryCap) 2025-10-14T14:33Z 52.8K followers, 4879 engagements


"#NeverSell $ASML"  
[X Link](https://x.com/JerryCap/status/1978404009569370466) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:14Z 52.8K followers, 8927 engagements


"The Only True AI Infra Monopoly"  
[X Link](https://x.com/JerryCap/status/1978408062315601926) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:30Z 52.8K followers, 3029 engagements


"$ABNB: Hearing M-sci positive calling out acceleration in Sept nights despite tougher compares" h/t @TMTBreakout"  
[X Link](https://x.com/JerryCap/status/1978483674522755364) [@JerryCap](/creator/x/JerryCap) 2025-10-15T15:30Z 52.8K followers, 2838 engagements


"everything in payments re rating down to $GPN may as well just buy $GPN"  
[X Link](https://x.com/JerryCap/status/1978846641739161705) [@JerryCap](/creator/x/JerryCap) 2025-10-16T15:32Z 52.8K followers, 2635 engagements


"$GPN should buy $FOUR 😊"  
[X Link](https://x.com/JerryCap/status/1979170282423144470) [@JerryCap](/creator/x/JerryCap) 2025-10-17T12:59Z 52.8K followers, 5048 engagements


"Marks Leonards greatest achievement will occur after his retirement. $CSU"  
[X Link](https://x.com/JerryCap/status/1979189362077073621) [@JerryCap](/creator/x/JerryCap) 2025-10-17T14:14Z 52.8K followers, 12.7K engagements


"crazy how it's not enough to be an AI winner you need to be a high beta AI winner"  
[X Link](https://x.com/JerryCap/status/1979203881079828616) [@JerryCap](/creator/x/JerryCap) 2025-10-17T15:12Z 52.8K followers, 8701 engagements


"@evrgn11112231 @regissweeney_jr what type of pricing did $TDG take during COVID. Was it extreme Can they do it again in the next crisis You think $TDG has more room for pricing than these info services names like $FICO $SPGI etc"  
[X Link](https://x.com/JerryCap/status/1979877878423761387) [@JerryCap](/creator/x/JerryCap) 2025-10-19T11:50Z 52.8K followers, XXX engagements


"$ASML bears"  
[X Link](https://x.com/JerryCap/status/1980137327906435260) [@JerryCap](/creator/x/JerryCap) 2025-10-20T05:01Z 52.8K followers, 14K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@JerryCap Avatar @JerryCap Jerry Capital

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

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +42%
  • X Month XXXXXXX +43%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX -XXXX%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +2.90%
  • X Month XXX +8.70%
  • X Months XXX -XX%
  • X Year XXXXX +21%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.29%
  • X Month XXXXXX +1.50%
  • X Months XXXXXX +7.20%
  • X Year XXXXXX +18%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXX% finance XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $gpn #2, $asml #9, asml #17, robot #1766, $tdg #5, $csu #6, $abnb #411, $mrvi 0.72%, $spgi #18, $amat #48

Top accounts mentioned or mentioned by @pythiar @libertyrpf @4drant @c0n5tantinople @no_cap_cap @evrgn11112231 @returnoncap @brentmuio @autumncapital @kairospraxis @scuttleblurb @compoundpapi @sama @grok @tmtbreakout @icemancapital @gekkoadvisors @lefttailguy @itsamekaaay @tidefallcapital

Top assets mentioned Global Payments Inc (GPN) TransDigm Group, Inc. (TDG) Airbnb Inc (ABNB) S&P Global Inc (SPGI) Applied Materials, Inc. (AMAT) 4 (FOUR) Msci Inc (MSCI) Microsoft Corp. (MSFT) Danaher Corporation (DHR) CoStar Group, Inc. (CSGP) Factset Research Systems, Inc. (FDS) PayPal Holdings Inc (PYPL) Fiserv, Inc. (FI) Neurobro (BRO) Watsco, Inc. (WSO) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Lam Research Corporation (LRCX) KLA Corp (KLAC) Heima (HEI) Parachute (PAR) Repligen, Corp. (RGEN) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Mastercard, Inc. (MA) SPX6900 (SPX) General Electric Company (GE) Verisk Analytics, Inc. (VRSK) CME Group Inc (CME) Metadium (META) Fair Isaac, Corp. (FICO)

Top Social Posts #


Top posts by engagements in the last XX hours

"Anyone have thoughts on BK Zynga President Bernard Kim named Match Group CEO"
X Link @JerryCap 2022-05-03T20:40Z 52.8K followers, XX engagements

"Robot likes the Q "first real adult leadership $MRVI has had since COVID""
X Link @JerryCap 2025-08-12T19:45Z 52.8K followers, 4120 engagements

"Do we still like this one $WSO"
X Link @JerryCap 2025-08-21T15:37Z 52.8K followers, 4773 engagements

"@KairosPraxis I don't own Adyen but they do seem to grow 20%. they are tradin in the 30s of FCF (iirc; and its fully baked for SBC more or less) and margins are temporarily depressed. So I don't think its overvalued at the moment nor do I think you need to own it here"
X Link @JerryCap 2025-09-30T22:53Z 52.8K followers, XXX engagements

"Anthropic driving AWS acceleration $AMZN"
X Link @JerryCap 2025-10-01T09:17Z 52.8K followers, 31.8K 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 52.8K followers, XXX engagements

"reminder $MSFT AI strategy looks weak"
X Link @JerryCap 2025-10-12T09:18Z 52.8K followers, 14.3K engagements

"are we about to sell BST $MRVI has some life"
X Link @JerryCap 2025-10-13T15:19Z 52.8K followers, 4258 engagements

"$MSFT is losing in AI"
X Link @JerryCap 2025-10-16T13:12Z 52.8K followers, 7004 engagements

"$MRVI someone knows something 🧽🧽🧽🧽"
X Link @JerryCap 2025-10-16T14:09Z 52.8K followers, 3149 engagements

""Unlike the war crimes of President Vladimir Putin of Russia those of Prime Minister Benjamin Netanyahu of Israel have been carried out with the support of the major Western powers.""
X Link @JerryCap 2025-10-16T23:33Z 52.8K followers, 3475 engagements

"ok on my favourite past times is taking an $ASML bear case and letting the robot tell me he can't exist without him and that all else is Chinese propaganda"
X Link @JerryCap 2025-10-19T10:56Z 52.8K followers, 9339 engagements

"Mark Miller bought some $DHR as well or what"
X Link @JerryCap 2025-10-01T13:35Z 52.8K followers, 8449 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 52.8K followers, 6162 engagements

"Export restrictions turning into a slow structural drag $AMAT $LRCX $KLAC"
X Link @JerryCap 2025-10-09T10:47Z 52.8K followers, 5768 engagements

"Regulatory Drag ( $AMAT) vs Demand Rotation ( $ASML)"
X Link @JerryCap 2025-10-09T10:55Z 52.8K followers, 1130 engagements

"Capital Intensity Shifts Help $ASML not $AMAT"
X Link @JerryCap 2025-10-09T10:55Z 52.8K followers, 3305 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 52.8K followers, 18.4K engagements

""the Dutch economy is based soley on $ASML" whose gonna tell him"
X Link @JerryCap 2025-10-13T09:39Z 52.8K followers, 40.5K engagements

"$ASML implying diffusion beyond TSMC. "Al is going to benefit a larger part of our customer base""
X Link @JerryCap 2025-10-15T10:11Z 52.8K followers, 7629 engagements

"Robot getting bulled up after reading the Barclays note these are in euros boys euros"
X Link @JerryCap 2025-10-15T10:28Z 52.8K followers, 1525 engagements

"$CSU "Small context windows and open-source training bias limit large language models' ability to handle entire VMS codebases limiting their contextual understanding of the program.""
X Link @JerryCap 2025-10-16T13:45Z 52.8K followers, 6807 engagements

"$ASML as the cleanest secular play on Al compute scaling"
X Link @JerryCap 2025-10-13T09:51Z 52.8K followers, 12.3K engagements

"@BillBrewsterTBB no doubt has the oppy to do it again pretty easily from here as well. levers to create value at $ABNB are very simple"
X Link @JerryCap 2025-10-17T20:21Z 52.8K followers, 1483 engagements

"@WBuffettII I'd say it's fair value is higher than today. but I wouldn't buy the stock today . its a hold. that said I think it o/ps most monopoly compounders from here still and an exit at 40x seems very possible (but not needed)"
X Link @JerryCap 2025-10-19T11:54Z 52.8K followers, XXX engagements

"Who are the best biotech fund mangers"
X Link @JerryCap 2025-04-18T13:14Z 52.8K followers, 14.1K 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 52.8K followers, 9285 engagements

"Nice to see $PAR hit a XX week low 🤡 🤡 🤡"
X Link @JerryCap 2025-10-07T14:37Z 52.8K followers, 4529 engagements

"$TDG to zero"
X Link @JerryCap 2025-10-15T16:13Z 52.8K followers, 5648 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 52.8K followers, 34.8K engagements

"@StockTalk416 @ContrarianCurse @DynamicMoats $GPN army about to head to Drake's house 🚀"
X Link @JerryCap 2025-08-24T13:21Z 52.8K followers, 1309 engagements

"@LowerlineRsrch $GPN 6x 2026 better than any industrial biz in the 90s"
X Link @JerryCap 2025-09-26T10:39Z 52.8K followers, XXX 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 52.8K followers, 32.4K engagements

"$CSGP going nuclear on $Z You gotta be crazy to own Zillow"
X Link @JerryCap 2024-02-09T15:58Z 52.8K followers, 25K engagements

"Starting to hear some AI chatter around these names justified or not. $FDS"
X Link @JerryCap 2025-09-20T08:47Z 52.8K followers, 7426 engagements

""By 2028 they forecast $5B in FCF-50% more than they would've had without the Worldpay deal" $GPN"
X Link @JerryCap 2025-09-21T13:00Z 52.8K followers, 5577 engagements

"$GPN update from JPM Conference Robot is adding 🚀"
X Link @JerryCap 2025-09-21T13:11Z 52.8K followers, 3528 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 52.8K followers, 3704 engagements

"Stripe could have bought trillions in TPV instead with $GPN"
X Link @JerryCap 2025-09-23T19:19Z 52.8K followers, 5493 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 52.8K followers, 5396 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 52.8K followers, 4270 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 52.8K followers, 3158 engagements

"what multiple you think $GPN should trade at"
X Link @JerryCap 2025-09-27T14:31Z 52.8K followers, 6687 engagements

"@Luce_On_TSLA what multiple you think $GPN should trade at"
X Link @JerryCap 2025-09-27T14:32Z 52.8K followers, XXX engagements

"@PaneerCap @Luce_On_TSLA I reject the notion that $GPN is broken"
X Link @JerryCap 2025-09-27T14:53Z 52.8K followers, XXX engagements

"Robot likes the $GPN news"
X Link @JerryCap 2025-09-29T13:04Z 52.8K followers, 3803 engagements

"Can someone send me a $GPN multiple premium/discount vs SPY for last 15+ years"
X Link @JerryCap 2025-09-30T10:22Z 52.8K followers, 5109 engagements

"@EquityBrian $GPN cleaner story than $PYPL now IMHO"
X Link @JerryCap 2025-09-30T10:24Z 52.8K followers, 1138 engagements

"$GPN / $SPX"
X Link @JerryCap 2025-09-30T13:07Z 52.8K followers, 3261 engagements

"WOW SO ORIGINAL FLUFFY $GPN"
X Link @JerryCap 2025-09-30T21:14Z 52.8K followers, 6410 engagements

"@valiovalentino how long ago did they buy $ABNB do you know off top of your head"
X Link @JerryCap 2025-10-10T13:02Z 52.8K followers, XXX engagements

"$CSU TAM is "Evergreen""
X Link @JerryCap 2025-10-15T20:41Z 52.8K followers, 15.3K 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 52.8K followers, 50.8K engagements

"remember this one $ABNB"
X Link @JerryCap 2025-10-17T19:53Z 52.8K followers, 15.3K engagements

"why didn't tci buy this beats all their holdings"
X Link @JerryCap 2025-10-18T21:50Z 52.8K followers, 20.3K engagements

"$MSCI Fund Creation Market Share"
X Link @JerryCap 2025-07-27T18:02Z 52.8K followers, 10.5K engagements

"$VRSK Update: M&A over Buybacks"
X Link @JerryCap 2025-07-30T13:55Z 52.8K followers, 15K engagements

""Let's be clear: this is not a great company." - @scuttleblurb $GPN"
X Link @JerryCap 2025-08-18T13:58Z 52.8K followers, 5543 engagements

"$GPN Road to 10x NTM P/E 70%"
X Link @JerryCap 2025-08-22T16:21Z 52.8K followers, 6482 engagements

"$GPN NTM PE"
X Link @JerryCap 2025-08-22T16:25Z 52.8K followers, 2572 engagements

"Why is this worth twice the multiple of $GPN shouldn't they be the same ish"
X Link @JerryCap 2025-09-07T12:36Z 52.8K followers, 7669 engagements

"Are $ADYEN and Stripe winning the easy to steal share from Worldpay ( $GPN) first or last What remains at Worldpay likely quite sticky as Adyen growth slowing to low 20s now"
X Link @JerryCap 2025-09-07T13:46Z 52.8K followers, 6234 engagements

"Long $GPN #valueisback"
X Link @JerryCap 2025-09-18T17:25Z 52.8K followers, 4780 engagements

"Legacy infra isn't just tech it's culture process and incentives. $GPN"
X Link @JerryCap 2025-09-20T00:51Z 52.8K followers, 4191 engagements

"$GPN had in place the same compensation plan since 1994"
X Link @JerryCap 2025-09-20T00:51Z 52.8K followers, 3439 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 52.8K followers, 37.2K engagements

"$CSU will cross sell AI"
X Link @JerryCap 2025-10-08T15:30Z 52.8K followers, 20.4K engagements

"$ABNB is losing in AI 🚀"
X Link @JerryCap 2025-10-14T14:33Z 52.8K followers, 4879 engagements

"#NeverSell $ASML"
X Link @JerryCap 2025-10-15T10:14Z 52.8K followers, 8927 engagements

"The Only True AI Infra Monopoly"
X Link @JerryCap 2025-10-15T10:30Z 52.8K followers, 3029 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 52.8K followers, 2838 engagements

"everything in payments re rating down to $GPN may as well just buy $GPN"
X Link @JerryCap 2025-10-16T15:32Z 52.8K followers, 2635 engagements

"$GPN should buy $FOUR 😊"
X Link @JerryCap 2025-10-17T12:59Z 52.8K followers, 5048 engagements

"Marks Leonards greatest achievement will occur after his retirement. $CSU"
X Link @JerryCap 2025-10-17T14:14Z 52.8K followers, 12.7K engagements

"crazy how it's not enough to be an AI winner you need to be a high beta AI winner"
X Link @JerryCap 2025-10-17T15:12Z 52.8K followers, 8701 engagements

"@evrgn11112231 @regissweeney_jr what type of pricing did $TDG take during COVID. Was it extreme Can they do it again in the next crisis You think $TDG has more room for pricing than these info services names like $FICO $SPGI etc"
X Link @JerryCap 2025-10-19T11:50Z 52.8K followers, XXX engagements

"$ASML bears"
X Link @JerryCap 2025-10-20T05:01Z 52.8K followers, 14K engagements

@JerryCap
/creator/twitter::JerryCap