Author
@JerryCap JerryCap
grade Ax.com/JerryCap ↗
Franchise-economics analyst on AI platforms, semicap, and payments rails
Posts original, mechanistic theses on mega-cap AI/platform e
trader score
-1.62
hit rate
50%
mean α
-0.45%
signals 14d
26
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 50% hit rate, -0.45% mean alpha, trader score -1.62. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CCCS | @JerryCap | +0.50 | Reports CCC Intelligent Solutions' definitive $6.1B acquisition agreement at $7.75 per share. | · | tweet ↗ |
| 2026-10-15 | META | @JerryCap | +0.35 | States that the performance or valuation spread between Meta and Anthropic is widening. | -12.8% | tweet ↗ |
| 2026-10-15 | AAPL | @JerryCap | +0.75 | Predicts Apple will win in artificial intelligence. | +1.7% | tweet ↗ |
| 2026-10-14 | META | @JerryCap | -0.15 | Criticizes Zuckerberg's spending on an unspecified initiative. | -12.9% | tweet ↗ |
| 2026-10-14 | GOOGL | @JerryCap | +0.65 | Says Google bears look ridiculous, expressing a clear bullish stance. | -7.9% | tweet ↗ |
| 2026-10-13 | · | @JerryCap | · | Sarcastically questions Federal Reserve credibility. | · | tweet ↗ |
| 2026-10-11 | GOOG | @JerryCap | +0.45 | Addresses GOOG longs positively in response to a reference that includes Gemini. | -8.8% | tweet ↗ |
| 2026-10-10 | · | @JerryCap | · | Long companies using the AI label and short companies using the SI label. — Explicit long-short framework, but no specific securities are identified. | · | tweet ↗ |
| 2026-10-10 | AMZN | @JerryCap | +0.55 | Argues AWS's 24 managed open-weight models weaken individual AI labs' pricing power while strengthening Amazon. | -5.5% | tweet ↗ |
| 2026-10-08 | · | @JerryCap | · | Hyperbolically frames AI development as America's mechanism for servicing national debt. | · | tweet ↗ |
| 2026-10-08 | · | @JerryCap | · | Warns investors to distrust private AI labs and expects their eventual IPOs to transfer risk to retail. | · | tweet ↗ |
| 2026-10-08 | ORCL | @JerryCap | -0.45 | Mocks Oracle's move into the gas-related business as strategic drift. | -7.0% | tweet ↗ |
| 2026-10-08 | · | @JerryCap | · | Rejects AI-lab accounting adjustments and explicitly identifies as bearish on model companies. | · | tweet ↗ |
| 2026-10-08 | · | @JerryCap | · | Reports oil rose 5% amid potential US air strikes and increased attacks on commercial ships near Hormuz. | · | tweet ↗ |
| 2026-10-08 | FOUR | @JerryCap | +0.10 | Author explicitly checks in on an existing FOUR position. | -1.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.