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[@JerryCap](/creator/twitter/JerryCap)
"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, 50.5K 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


"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


"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, 5756 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, 3298 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, 6787 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, 8654 engagements


"What is the best AI proxy basket to follow"  
[X Link](https://x.com/JerryCap/status/1959008551629664449) [@JerryCap](/creator/x/JerryCap) 2025-08-22T21:43Z 52.8K followers, 8454 engagements


"I think $TDG is headed back to sub-25x which is still a good chunk below this"  
[X Link](https://x.com/JerryCap/status/1964997393092596063) [@JerryCap](/creator/x/JerryCap) 2025-09-08T10:21Z 52.8K followers, 24.9K 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, 3438 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


"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, 8447 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


"Is $AMZN being disrupted Its almost below the XXX day. I thought revenue was accelerating"  
[X Link](https://x.com/JerryCap/status/1978094544831869088) [@JerryCap](/creator/x/JerryCap) 2025-10-14T13:44Z 52.8K followers, 5780 engagements


"this is how you top"  
[X Link](https://x.com/JerryCap/status/1978105294958792852) [@JerryCap](/creator/x/JerryCap) 2025-10-14T14:27Z 52.8K followers, 96.1K engagements


"Why is Gold Going Up"  
[X Link](https://x.com/JerryCap/status/1978396311331254341) [@JerryCap](/creator/x/JerryCap) 2025-10-15T09:43Z 52.8K followers, 6597 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, 2825 engagements


"@JourneyToIthaka THE AI IS SELF FUNDING ITSELF BY TELLING US TO FINANCE ITS GROWTH"  
[X Link](https://x.com/JerryCap/status/1978542262322700702) [@JerryCap](/creator/x/JerryCap) 2025-10-15T19:23Z 52.8K followers, XXX 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


"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, 3152 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


"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, 4526 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, 32.3K 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, 14.5K engagements


"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


"$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


"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


"$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


"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


"$GPN NTM PE"  
[X Link](https://x.com/JerryCap/status/1958928543003611500) [@JerryCap](/creator/x/JerryCap) 2025-08-22T16:25Z 52.8K followers, 2571 engagements


"Long $GPN #valueisback"  
[X Link](https://x.com/JerryCap/status/1968728145093083592) [@JerryCap](/creator/x/JerryCap) 2025-09-18T17:25Z 52.8K followers, 4779 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, 4190 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, 7418 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, 5573 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, 3703 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, 5492 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, 5391 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, 4263 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, 6685 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, 5104 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, 1136 engagements


"$GPN / $SPX"  
[X Link](https://x.com/JerryCap/status/1973011701122707615) [@JerryCap](/creator/x/JerryCap) 2025-09-30T13:07Z 52.8K followers, 3260 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, 6408 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


""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, 9273 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


""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, 6154 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, 20.3K 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, 1120 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


"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, 7619 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, 1519 engagements


"$TDG to zero"  
[X Link](https://x.com/JerryCap/status/1978494377166057694) [@JerryCap](/creator/x/JerryCap) 2025-10-15T16:13Z 52.8K followers, 5620 engagements


"$CSU TAM is "Evergreen""  
[X Link](https://x.com/JerryCap/status/1978561896216228091) [@JerryCap](/creator/x/JerryCap) 2025-10-15T20:41Z 52.8K followers, 15.2K 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


"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, 2620 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


"$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


"@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


"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, 6232 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, 3526 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, 3800 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, 12.2K engagements


"#NeverSell $ASML"  
[X Link](https://x.com/JerryCap/status/1978404009569370466) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:14Z 52.8K followers, 8835 engagements


"$GPN should buy $FOUR 😊"  
[X Link](https://x.com/JerryCap/status/1979170282423144470) [@JerryCap](/creator/x/JerryCap) 2025-10-17T12:59Z 52.8K followers, 4976 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, 12.2K 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, 1465 engagements