Jerry Capital

Jerry Capital@JerryCap

The narrative on $META is about to change

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Jerry Capital@JerryCap

Checkin on $GPN long thesis with the robot Yep. At $95, the thesis has rerated a little, but it is nowhere near "played out." Using Wolfe's estimates from the note: 2026 EPS: $13.71 → 6.9x P/E 2027 EPS: $16.26 → 5.8x P/E Wolfe's $110 target → ~16% price upside, before

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Jerry Capital@JerryCap

$NVDA master plan

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Jerry Capital@JerryCap

Can't avoid getting sucked into the momentum/breakout here in life sciences $DIM

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

Jerry Capital@JerryCap

Higher until I sell then lower

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Jerry Capital@JerryCap

Yes $SPGI max long at peak rates

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Jerry Capital@JerryCap

Market will test Warsh to see how retarded he is. It seems only 6 or 7 out of 10 IMO (10 being full retard). So you're gonna wanna be max long $SPGI when ppl are tweeting about how he's blowing up the world.

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Jerry Capital@JerryCap

"In our Value Investing 4.0 framework, intelligence itself is the economic castle"

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close