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
-1.72
hit rate
30%
mean α
-0.62%
signals 14d
36
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: 30% hit rate, -0.62% mean alpha, trader score -1.72. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @JerryCap | +0.70 | Reports AWS plans to deploy two million NVDA GPUs and adopt NVIDIA software and robotics products. | — | tweet ↗ |
| 2026-08-28 | AMZN | @JerryCap | +0.25 | Reports AWS plans to deploy two million NVDA GPUs and adopt NVIDIA software and robotics products. | — | tweet ↗ |
| 2026-08-28 | NVDA | @JerryCap | +0.65 | Reports NVDA's estimate that revenue opportunity per gigawatt rises from $18B to $40B across platforms. | — | tweet ↗ |
| 2026-08-28 | NVDA | @JerryCap | +0.75 | Argues NVDA's beat and supply-constrained guide validate persistent demand. | — | tweet ↗ |
| 2026-08-27 | NVDA | @JerryCap | +0.70 | Management commentary implies demand could support nearly 100% growth despite supply limiting growth to 70%. | -4.6% | tweet ↗ |
| 2026-08-26 | ZTS | @JerryCap | -0.30 | Criticizes ZTS for repurchasing heavily above today's price while leaving limited authorization when shares are cheap. | -0.2% | tweet ↗ |
| 2026-08-26 | GPN | @JerryCap | -0.55 | Implies adverse context explains GPN's distressed four-times earnings valuation. | -1.2% | tweet ↗ |
| 2026-08-26 | META | @JerryCap | -0.80 | Calls Meta the worst stock and dismisses lawsuit news as the cause of weakness. | +0.3% | tweet ↗ |
| 2026-08-25 | FOUR | @JerryCap | +0.40 | Wells Fargo upgraded Shift4 to Overweight and raised its target to $59 from $55. | -8.4% | tweet ↗ |
| 2026-08-25 | · | @JerryCap | · | Quantifies Canada's U.S. Treasury holdings and foreign-holder rank. | · | tweet ↗ |
| 2026-08-24 | ASML | @JerryCap | +0.40 | Argues ASML should increase sales to China. | -2.5% | tweet ↗ |
| 2026-08-24 | GPN | @JerryCap | +0.65 | Reaffirms a disclosed GPN long thesis, arguing it remains very cheap at $95 with upside intact. | -2.6% | tweet ↗ |
| 2026-08-24 | · | @JerryCap | · | Argues Canada and Europe collectively possess economic weight comparable with the US. | · | tweet ↗ |
| 2026-08-24 | GPN | @JerryCap | +0.25 | Reports GPN retracing the selloff caused by the Worldpay acquisition. | -2.6% | tweet ↗ |
| 2026-08-24 | V | @JerryCap | +0.40 | Reports Visa reaching an all-time high. | -0.2% | 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.