Jerry Capital
69.1K posts
Jerry Capital
@JerryCap
Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Katılım Ağustos 2015
629 Takip Edilen57K Takipçiler
$CSU +5% on news Mark Miller in Omaha and AI not disputing them.
Vancouver Island Guy 🌊@VanIsleInvestor
$CSU Constellation Software
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@aresearchguy @KarstResearch India China Brazil are majority of Bric's and they all did it?
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stfu and sell weapons
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*Walter Bloomberg@DeItaone
ALPHABET TPUS CAN'T BE USED IN SOME CLASSIFIED CONTEXTS: NYT
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@aresearchguy @KarstResearch if youre an emerging market you should be doing everything in your power to avoid relying on american networks
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Can someone good a math and calculating shares outstanding tell me if $TOI is cheaper than $CSU yet?
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Jerry Capital retweetledi
"Alphabet Inc.: Working Through the 10-Q; Remains Our Top-Pick; Overweight, $460 PT"
$GOOG
JP Morgan, 3 May 2026
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@JerryCap What a world where an institutionalist central banker ends up being the one who stands up to the bully
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"Powell stated he had "no choice" but to stay and protect the institution's independence, which he feels is under attack... His decision to stay on as a governor-a move not made by an outgoing chair since 1948-is aimed at keeping a watchful eye on these matters." 🦇 🦇 🦇
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Conor Sen@conorsen
Good piece from @NickTimiraos on Powell’s decision to stay: wsj.com/economy/centra…
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Jerry Capital retweetledi
"China has ordered its companies to ignore US sanctions, an unprecedented act of defiance...." bloomberg.com/news/articles/…
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Jerry Capital retweetledi
Hi Claudia. Richard Dawkins here again.
Here is a debate I had with a religious whacko in the 90s. Give me an honest review of all the ways in which I destroyed his flimsy arguments with my flawless logic.
Ideally in Scarlett Johansson’s voice.
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Jerry Capital retweetledi
"I actually find it quite ironic that Meta, the hyperscaler that has the highest quality revenue streams today since they don’t engage in the circular financing shenanigans with AI labs, trades at the lowest multiple despite growing revenue faster than their hyperscaler peers"
Mostly Borrowed Ideas@borrowed_ideas
$AMZN 1Q'26: Rosy Near-term but "Cloudy" Long-term
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@evrgn11112231 @RyeNotBerben @CousinGraig @_inpractise Ya that's exactly what's happening. What's funny is now is the exact wrong time to be thinking that (vs say 12 months ago when they both traded at the same valuations). Now you aren't being paid for that *insight* even (regardless of if you think it's correct insight)
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@JerryCap @RyeNotBerben @CousinGraig @_inpractise It’s also easy to understand selling ai infra and they can wharehouse intellectually the downstream messy questions that I try to force conversations on here about (about lab returns and sustainability of industry economics and does any of this make any sense).
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"Al is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can" $META
Evergreen@evrgn11112231
The analogue to apple is actually really useful in this regard bc it helps reframe what the company is. Apple was a consumer hardware + ecosystem + opt in vibe company. That carried them across platforms, and whether or not mac was growing (or later ipod) was never the point. They were just going to be there with the new thing. Meta is the same, but a consumer / SMB application layer company + social graph + subconscious pull company. People like Meta products as much as they like Apple ones, they just don't internalize it. And like Apple, FB is the mac here, and Meta will be there at the next new thing. And AI is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can imo.
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@evrgn11112231 @RyeNotBerben @CousinGraig @_inpractise They also want to own Google because gcp growing like crazy. Think a lot of meta move lower is because goog numbers are insane.
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@RyeNotBerben @CousinGraig @_inpractise @JerryCap Impossible to know.
I suspect a lot of investors sense it and want to own the stock actually they just have ptsd from the nightmare chop.
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@c0n5tantinople I mean there isn't really anything worse than just stealing all of someone's money that's about as evil and retarded as it gets. No wonder he is a Republican
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