JerryCap Profile Banner
Jerry Capital Profile
Jerry Capital

@JerryCap

Followers
53K
Following
77K
Media
11K
Statuses
65K

Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda

Joined August 2015
Don't wanna be here? Send us removal request.
@evrgn11112231
Evergreen
3 hours
@Alex_Intel_ @GhostCapitalBoo As I've said a lot on here in the past - the light source is only one of 1000s of problems one needs to make a competitive tool. If there is ever real innovation on a light source it's far easier for ASML to integrate the new tech than someone else do everything else.
2
1
4
@junkbondinvest
junkbondinvestor
4 days
Just offloaded some data center construction debt to a schoolteacher’s 401k.
52
342
4K
@JerryCap
Jerry Capital
1 day
🤔
@JerryCap
Jerry Capital
11 months
I wonder what peak value of GCP will be in SOTP before end of AI bubble.
2
0
7
@JerryCap
Jerry Capital
3 years
$GOOG trading at 1x FCF "did you know advertising is cyclical"
17
11
276
@JerryCap
Jerry Capital
1 day
If you ever tweeted that advertising was cyclical as a bear case for Google
4
1
46
@JerryCap
Jerry Capital
2 days
Chart Crime Number of data centers doesn't tell you anything Canada isn't as data center heavy as China 😆
3
2
11
@EconstratPB
EconstratPB
4 days
Warsh was dropped on his head when he was little. There is no other explanation for talking about the Fed balance sheet in this way.
@NickTimiraos
Nick Timiraos
4 days
Kevin Warsh on Fox Business: The Fed can “lower interest rates a lot” to get mortgage rates down. Warsh also says the Fed should shrink its balance sheet to “redeploy that money to Main Street so that Main Street can have the strong economy that we’re seeing in financial
16
7
88
@JerryCap
Jerry Capital
3 days
8d chess
@malinvested
malinvestment.jpeg
3 days
“If our markets tank, we will cave to China’s demands.”
0
1
23
@malinvested
malinvestment.jpeg
3 days
“If our markets tank, we will cave to China’s demands.”
2
1
11
@JerryCap
Jerry Capital
3 days
🇺🇸🇨🇳
1
0
1
@JerryCap
Jerry Capital
3 days
Canadian Propaganda Account Until We Crash
1
0
10
@JerryCap
Jerry Capital
3 days
0
0
2
@JomboyMedia
Jomboy Media
4 days
"WE DON'T NEED YOU" Blue Jays fans are taunting Shohei
178
326
5K
@CodifyBaseball
Codify
4 days
MOST RUNS SCORED BY A TEAM IN ONE INNING IN A WORLD SERIES IN 57 YEARS!
9
125
2K
@nemui_nekoooo
Odd ☆☆
4 days
A Harvard study shows that ChatGPT, in terms of cultural attitudes, is closest to Germany and the Netherlands - countries of rationalism, discipline, and trust in institutions.
252
536
9K
@JerryCap
Jerry Capital
4 days
wow 2022 was a good time to buy stocks when the FCF yield was *checks notes* more than twice as high 😆
2
0
13
@JerryCap
Jerry Capital
4 days
top
@KoyfinCharts
Koyfin
4 days
$SPY The S&P 500 free cash flow yield currently sits at 2.35%.
6
8
189
@JerryCap
Jerry Capital
4 days
@NickTimiraos
Nick Timiraos
4 days
Kevin Warsh on Fox Business: The Fed can “lower interest rates a lot” to get mortgage rates down. Warsh also says the Fed should shrink its balance sheet to “redeploy that money to Main Street so that Main Street can have the strong economy that we’re seeing in financial
2
0
4