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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, open ai, msft, $msft the most. They currently have XXXXXX followers and 3417 posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX -XX%
- X Month XXXXXXX +32%
- X Months XXXXXXXXX +6.50%
- X Year XXXXXXXXX -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 Month XX -XX%
- X Months XXX -XX%
- X Year XXXXX +22%

### 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 +0.28%
- X Month XXXXXX +1.20%
- X Months XXXXXX +8.60%
- 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)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [vc firms](/list/vc-firms)  [currencies](/list/currencies) 

**Social topic influence**
[$gpn](/topic/$gpn) #1, [open ai](/topic/open-ai) #722, [msft](/topic/msft), [$msft](/topic/$msft), [$googl](/topic/$googl) #958, [agi](/topic/agi), [investment](/topic/investment), [$nuan](/topic/$nuan), [$four](/topic/$four), [microsoft](/topic/microsoft)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [4 (FOUR)](/topic/$four) [Danaher Corporation (DHR)](/topic/$dhr) [Mastercard, Inc. (MA)](/topic/$ma) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Avalara, Inc. (AVLR)](/topic/$avlr) [Synopsys, Inc. (SNPS)](/topic/$snps) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Roper Technologies Inc (ROP)](/topic/$rop) [Wise (WISE)](/topic/$wise) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir (PLTR)](/topic/$pltr) [Salesforce Inc (CRM)](/topic/salesforce)
### Top Social Posts [#](/creator/twitter::3441715755/posts)
---
Top posts by engagements in the last XX hours

"If you generate alpha over the first XX years of your investment career you should spend the next XX years studying how and why you got lucky"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1948017539889700936) 2025-07-23 13:49:08 UTC 51K followers, 15.3K engagements


"Although improvement in core checkout should keep this stock afloat. Payments is sticky. May as well but the deadest man walking $GPN"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1948076442484453641) 2025-07-23 17:43:12 UTC 51K followers, 2090 engagements


"China's conditional approval of the Synopsys-Ansys $35B acquisition removes the final major regulatory hurdle effectively greenlighting one of the most transformative deals in the electronic design automation (EDA) space. $SNPS"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1944810025802670431) 2025-07-14 17:23:37 UTC 50.9K followers, 8098 engagements


"Good background from @scuttleblurb on the $DHR debate. About XX months old. Valuation has expanded for $DHR and decreased for acquisitions targets. Acquisition targets feel like better opportunities to me"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1866536382958633008) 2024-12-10 17:32:06 UTC 50.9K followers, 15.1K engagements


"@rookisaacman $GPN should hire X kids from OpenAI every year for the next XX years"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945475202260898209) 2025-07-16 13:26:48 UTC 50.9K followers, 1926 engagements


"How does someone look at this an conclude $GPN will shrink volumes. Do we think Stripe and Adyen took the wasy or the hard TAM first"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1944775628009406822) 2025-07-14 15:06:56 UTC 50.9K followers, 7220 engagements


"If you're going to get a Google scare you'd think it'd have to be in the next XX months but the data isn't showing it. AI overviews helping"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947649605589479529) 2025-07-22 13:27:06 UTC 50.9K followers, 6622 engagements


""Elliott Management builds stake in $GPN in wake of Worldpay deal""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945213637326499884) 2025-07-15 20:07:26 UTC 50.9K followers, 9416 engagements


"$MA Special Call on Agentic Commerce and Stablecoins: - Opportunity: AI agents acting on behalf of consumers - Bullish services"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945146888941900012) 2025-07-15 15:42:12 UTC 50.9K followers, 3725 engagements


"@TomSmith839 Here is an interesting fact that puts $GPN scale into perspective. If they grow TPV X% this year they are adding a $FOUR in TPV 😂😂😂"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945380107239014412) 2025-07-16 07:08:55 UTC 50.9K followers, XXX engagements


"$GPN will not be doing a spaghetti integration"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1943471902573330658) 2025-07-11 00:46:24 UTC 50.9K followers, 4289 engagements


""If you're investing or building in Al infrastructure the real takeaway is: the open web is now a walled garden and Google owns the keys - with Cloudflare reinforcing the lock." - 🤖"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945484425250119910) 2025-07-16 14:03:26 UTC 50.9K followers, 7863 engagements


"$GPN has $X billion per year to spend to fix their problem. A problem that in the context of $X billion is not really that hard. They suck so it won't happen but others have built generational infrastructure with that type of capital"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945473311120466363) 2025-07-16 13:19:17 UTC 50.9K followers, 4767 engagements


"There is a reason DeepMind didn't release ChatGPT: Google. There is a reason OpenAI will not achieve AGI: Microsoft"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945505880499261887) 2025-07-16 15:28:42 UTC 50.9K followers, 7145 engagements


"$FOUR - Both Ant and Tencent had prior investments in Global Blue. - Each investor now holds XXX% of Shift4s outstanding shares"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945815623637819793) 2025-07-17 11:59:30 UTC 50.9K followers, 2962 engagements


"Given likely XX to XXX million people are using this for therapy we have seen limited side effects thus far. Handful of stories vs XXX million therapy users. Incidence rate is low and we didn't even think to put guard rails around this topic. My two cents"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947239410702962880) 2025-07-21 10:17:08 UTC 50.9K followers, 3700 engagements


"from this valuation with what you described unfolding i think you'd exit at 15x in which IRRs would likely be greater than 20%. - need top line to stabilize and not shrink organically (is it shrinking Adyen went from X to XXX trillion in TPV Worldpay didnt shrink they just didnt grow) - No more deals (too much debt cant do a deal right now) Consistent repo / manageable debt load (they are doing this debt load is easily going to come down that alone is built in compounding with no catalyst no rerate nobody needs to believe you). Stable multiple (multiple cant really shrink anymore shrinking"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1943708426883961069) 2025-07-11 16:26:15 UTC 50.9K followers, XXX engagements


"@CCM_Brett At least they are getting a product with their AI hiring 😆"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947737005376368942) 2025-07-22 19:14:23 UTC 50.9K followers, XXX engagements


"AI is making everyone rich this is dope AF"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1948131054239306075) 2025-07-23 21:20:12 UTC 51K followers, 9103 engagements


"$ASML didn't participate in the AI "bubble""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945451885311242693) 2025-07-16 11:54:08 UTC 50.9K followers, 6305 engagements


""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"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1943690643923980406) 2025-07-11 15:15:36 UTC 50.9K followers, 3197 engagements


""Financial community separates "Al" vs. "Core" but $MSFT views them as intertwined in real GTM execution""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947963502146224216) 2025-07-23 10:14:24 UTC 50.9K followers, 2620 engagements


"$WST " isa perfect example of a quality company with strong entry barriers. The products are critical yet a tiny fraction of the final cost of the drug.""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1890862418353357047) 2025-02-15 20:35:05 UTC 50.9K followers, 15.1K engagements


""new $GPN would tie JPM as largest U.S. acquirer""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1943839644011180149) 2025-07-12 01:07:40 UTC 50.9K followers, 3765 engagements


"Double your $CSU position at any price when they announce their style drift"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1923402929085485170) 2025-05-16 15:39:28 UTC 50.9K followers, 25.5K engagements


"$ROP today announced that it has reached a definitive agreement to acquire CentralReach from Insight Partners for a net purchase price of approximately $XXXX billion"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1904150716781924536) 2025-03-24 12:38:02 UTC 50.9K followers, 18.6K engagements


"@MetacriticCap Can you explain with ChatGPT what you're saying and what you called lol. Tia"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947648985558142977) 2025-07-22 13:24:38 UTC 50.9K followers, XXX engagements


"$MSFT might not have an AI business OpenAI is as big a threat to $MSFT as it is to $GOOG"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945388531875999790) 2025-07-16 07:42:24 UTC 51K followers, 10.5K engagements


"Zero chance this is true. What am I missing Or how is this a lie IRR math"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1938225205857685743) 2025-06-26 13:17:54 UTC 50.9K followers, 115.7K engagements


""There is nothing cosmic about ringing up a cheeseburger." - @rookisaacman"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945474127940186451) 2025-07-16 13:22:31 UTC 50.9K followers, 2138 engagements


"Alphabet taking share from Azure and AWS at decent margins to boot"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1948392880017465852) 2025-07-24 14:40:36 UTC 51K followers, 4446 engagements


""We've added more logos since Owners Day. Itau the largest bank in Latin America and Raiffeisen." - Kristo Kaarmann $WISE CEO "We foresee XX% of the revenues coming from the platform." - Emmanuel Thomassin $WISE CFO"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945205836151738693) 2025-07-15 19:36:26 UTC 50.9K followers, 7569 engagements


"Former AI Engineer at AWS: - $NVDA now allocates SKUs strategically fragmenting availability. - Startups willing to tolerate bad software UX ( $ORCL) if the GPU savings are significant. - Multi-cloud and neoclouds like Oracle & CoreWeave gaining share"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947688545902035168) 2025-07-22 16:01:50 UTC 51K followers, 2835 engagements


"In 2022 $WST collaboration with Corning Inc. West made a multimillion-dollar investment to help expand Cornings Valor Glass technology and in return gained exclusive distribution rights for Valor glass vials as part of Wests packaging systems. By 2023 this partnership produced its first integrated product a kit combining Corning Valor vials with Wests NovaPure elastomer stoppers and Flip-Off seals aimed at improving drug containment for cutting-edge injectable therapies"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1890864406315098495) 2025-02-15 20:42:59 UTC 50.9K followers, 5434 engagements


"$GPN R&D $XXX billion self funded $PLTR R&D $XXX billion ponzi government funded $GPN could hire twice as many engineers from OpenAI as $PLTR and therefore $GPN is close to AGI. $GPN EV $XX billion $PLTR $XXX billion"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945486510880428244) 2025-07-16 14:11:44 UTC 50.9K followers, 5094 engagements


"The White House trying to put a top in but I feel the AI has too much strength"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947742568370049208) 2025-07-22 19:36:30 UTC 50.9K followers, 4099 engagements


"@PetramcoC I am trying to contrast between making some sort of innovation. They don't need to build rockets they don't need to build Adyen they don't need to build a salesforce. They need to contain cleanup their legacy tech debt. AI should help "contain legacy code""  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1945507017474314664) 2025-07-16 15:33:13 UTC 50.9K followers, XXX engagements


"Given likely XX to XXX million people are using this for therapy we have seen limited side effects thus far. Handful of stories vs 10s of millions of therapy users. Incidence rate is low and we didn't even think to put guard rails around this topic. My two cents"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1947248687672939008) 2025-07-21 10:53:59 UTC 50.9K followers, 4543 engagements


"Eric Jackson trying to put a top in but I feel the AI has to much strength and 50K followers ain't the top for him in this multiverse"  
![@JerryCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3441715755.png) [@JerryCap](/creator/x/JerryCap) on [X](/post/tweet/1946217676910592303) 2025-07-18 14:37:07 UTC 50.9K followers, 5614 engagements