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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, $tdg 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 -XXXX%
- X Month XXXXXXX +27%
- 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 -XXXX%
- X Month XXX +9.10%
- 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 +0.41%
- 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)  #3670 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  #5103 [cryptocurrencies](/list/cryptocurrencies)  #6146 [countries](/list/countries)  XXXX%

**Social topic influence**
[$gpn](/topic/$gpn) #1, [$asml](/topic/$asml) #53, [asml](/topic/asml) #82, [$tdg](/topic/$tdg) #1, [$abnb](/topic/$abnb) #351, [open ai](/topic/open-ai) #1351, [$msft](/topic/$msft) 0.41%, [$spgi](/topic/$spgi) #1, [$mrvi](/topic/$mrvi) #1, [$msci](/topic/$msci) #1

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@c0n5tantinople](/creator/undefined) [@libertyrpf](/creator/undefined) [@compoundpapi](/creator/undefined) [@kairospraxis](/creator/undefined) [@lokoyacap](/creator/undefined) [@no_cap_cap](/creator/undefined) [@4drant](/creator/undefined) [@autumncapital](/creator/undefined) [@evrgn11112231](/creator/undefined) [@grok](/creator/undefined) [@itsamekaaay](/creator/undefined) [@scuttleblurb](/creator/undefined) [@brentmuio](/creator/undefined) [@desmondjywee](/creator/undefined) [@returnoncap](/creator/undefined) [@frazier_cap](/creator/undefined) [@icemancapital](/creator/undefined) [@metacriticcap](/creator/undefined) [@sama](/creator/undefined)

**Top assets mentioned**
[Global Payments Inc (GPN)](/topic/$gpn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Airbnb Inc (ABNB)](/topic/$abnb) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [4 (FOUR)](/topic/$four) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Shopify Inc (SHOP)](/topic/$shop) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Neurobro (BRO)](/topic/$bro) [Oracle Corporation (ORCL)](/topic/$orcl) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Watsco, Inc. (WSO)](/topic/$wso) [Heima (HEI)](/topic/$hei) [Mastercard, Inc. (MA)](/topic/$ma) [Danaher Corporation (DHR)](/topic/$dhr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [CME Group Inc (CME)](/topic/$cme) [Fiserv, Inc. (FI)](/topic/$fi) [Parachute (PAR)](/topic/$par) [SPX6900 (SPX)](/topic/$spx)
### Top Social Posts [#](/creator/twitter::3441715755/posts)
---
Top posts by engagements in the last XX hours

"EV/AGENTIC GMV"  
[X Link](https://x.com/JerryCap/status/1978194822700695803) [@JerryCap](/creator/x/JerryCap) 2025-10-14T20:22Z 52.8K followers, 5387 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, 40.4K engagements


"reminder $MSFT AI strategy looks weak"  
[X Link](https://x.com/JerryCap/status/1977302762070454739) [@JerryCap](/creator/x/JerryCap) 2025-10-12T09:18Z 52.7K followers, 14.2K 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, 7403 engagements


"$MRVI someone knows something 🧽🧽🧽🧽"  
[X Link](https://x.com/JerryCap/status/1978825665534156992) [@JerryCap](/creator/x/JerryCap) 2025-10-16T14:09Z 52.8K followers, 3008 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 52.7K followers, 4185 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, 2504 engagements


"$CSU TAM is "Evergreen""  
[X Link](https://x.com/JerryCap/status/1978561896216228091) [@JerryCap](/creator/x/JerryCap) 2025-10-15T20:41Z 52.8K followers, 14.8K 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 52.7K followers, 3513 engagements


"#NeverSell $ASML"  
[X Link](https://x.com/JerryCap/status/1978404009569370466) [@JerryCap](/creator/x/JerryCap) 2025-10-15T10:14Z 52.8K followers, 8517 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, 1307 engagements


"$TDG to zero"  
[X Link](https://x.com/JerryCap/status/1978494377166057694) [@JerryCap](/creator/x/JerryCap) 2025-10-15T16:13Z 52.8K followers, 5582 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, 3143 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


"@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


"$ASML +46% in two months"  
[X Link](https://x.com/JerryCap/status/1973427087685108178) [@JerryCap](/creator/x/JerryCap) 2025-10-01T16:37Z 52.8K followers, 17.2K 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, 12.1K 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, 1498 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, 46.5K 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, 3700 engagements


"$ASML Shipment Estimates"  
[X Link](https://x.com/JerryCap/status/1975254170627420444) [@JerryCap](/creator/x/JerryCap) 2025-10-06T17:37Z 52.7K followers, 4899 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


"Capital Intensity Shifts Help $ASML not $AMAT"  
[X Link](https://x.com/JerryCap/status/1976240159520948667) [@JerryCap](/creator/x/JerryCap) 2025-10-09T10:55Z 52.7K followers, 3288 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


"MBI calling out $ABNB as a long"  
[X Link](https://x.com/JerryCap/status/1973474362910216343) [@JerryCap](/creator/x/JerryCap) 2025-10-01T19:45Z 52.7K followers, 4533 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, 6761 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.""  
[X Link](https://x.com/JerryCap/status/1890862418353357047) [@JerryCap](/creator/x/JerryCap) 2025-02-15T20:35Z 52.7K followers, 15.2K engagements


"Out of $TDG 🚀"  
[X Link](https://x.com/JerryCap/status/1919453002638696877) [@JerryCap](/creator/x/JerryCap) 2025-05-05T18:03Z 52.8K followers, 29K engagements


"Anthropic driving AWS acceleration $AMZN"  
[X Link](https://x.com/JerryCap/status/1973316208599638472) [@JerryCap](/creator/x/JerryCap) 2025-10-01T09:17Z 52.7K followers, 31.7K 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, 4763 engagements


"anyone other than Chesky bullish on any of this"  
[X Link](https://x.com/JerryCap/status/1976625829640556586) [@JerryCap](/creator/x/JerryCap) 2025-10-10T12:28Z 52.7K followers, 21K engagements


"WOW SO ORIGINAL FLUFFY $GPN"  
[X Link](https://x.com/JerryCap/status/1973134262321729883) [@JerryCap](/creator/x/JerryCap) 2025-09-30T21:14Z 52.7K followers, 6404 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 52.7K followers, XXX 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, 9261 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, 4248 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, 3781 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, 5376 engagements


"why would you invest in anything other than semiconductor stocks"  
[X Link](https://x.com/JerryCap/status/1975195059625812128) [@JerryCap](/creator/x/JerryCap) 2025-10-06T13:42Z 52.8K followers, 32.9K 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, 8445 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 52.7K followers, XXX 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


"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, 5697 engagements


"imagine $MSFT Disneyed themselves"  
[X Link](https://x.com/JerryCap/status/1977846835420057988) [@JerryCap](/creator/x/JerryCap) 2025-10-13T21:20Z 52.7K followers, 7921 engagements


"great post from MBI today $ABNB stock has been a dog as US travel getting smoked by angry Canadians any chance this is structural $ABNB an anti US sentiment proxy stonk"  
[X Link](https://x.com/JerryCap/status/1975571080770429089) [@JerryCap](/creator/x/JerryCap) 2025-10-07T14:37Z 52.8K followers, 11.3K 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, 6577 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, 6138 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, 2802 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 52.7K followers, 3434 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 52.7K followers, 8453 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, 32.1K engagements


"wonder if they learned something they didnt like"  
[X Link](https://x.com/JerryCap/status/1977872033850524158) [@JerryCap](/creator/x/JerryCap) 2025-10-13T23:00Z 52.7K followers, 11.9K 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, 6230 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 52.7K followers, 5490 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 52.7K followers, XXX 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 52.7K followers, 1133 engagements


"Regulatory Drag ( $AMAT) vs Demand Rotation ( $ASML)"  
[X Link](https://x.com/JerryCap/status/1976240152575185251) [@JerryCap](/creator/x/JerryCap) 2025-10-09T10:55Z 52.7K followers, 1117 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 52.7K followers, 5569 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, 14.7K 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, 5765 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, 2924 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


"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 52.7K followers, 5100 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, 96K 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


"Long $GPN #valueisback"  
[X Link](https://x.com/JerryCap/status/1968728145093083592) [@JerryCap](/creator/x/JerryCap) 2025-09-18T17:25Z 52.7K followers, 4777 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, 37.1K 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, 6672 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, 4244 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, 4505 engagements


"$GPN / $SPX"  
[X Link](https://x.com/JerryCap/status/1973011701122707615) [@JerryCap](/creator/x/JerryCap) 2025-09-30T13:07Z 52.7K followers, 3258 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, 24.8K 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, 4849 engagements