Jerry Capital — "And for what it's worth, NASA assignments don't last forever." $FOUR https://t.co/zJvEKAXz6i↗
April 2026 · 2 mentions
Apr 30
Jerry Capital — When $FOUR hits $100 again https://t.co/nXqSvo2Bfi↗
Apr 20
Jerry Capital — Can anyone who is good at math tell me how much $FOUR investment in SpaceX is worth at $2 trillion valuation? Then compare to current market cap?↗
March 2026 · 16 mentions
Mar 30
Jerry Capital — So you're telling me the moonbase payment thesis was overly optimistic $FOUR↗
Mar 28
mon — It's great to see that Jake is being honest.
Down 84% YTD. DAMN. 😱
To put that into perspective, he believes the following 5 stocks are undervalued:
$PATH is down 32% YTD
$KLAR…↗
Mar 25
Jerry Capital — murder the shorts they have no souls 🧛♂️ 🧛♀️ 🧛🏼♀️ $FOUR↗
Mar 24
Jerry Capital — America will own the moon again 🇺🇸
$FOUR will process the payments 🚀 https://t.co/YezsJkbYtp↗
February 2026 · 15 mentions
Feb 27
Jerry Capital — $FOUR remains a shitco until https://t.co/LiniSoAGbD↗
Feb 27
Jerry Capital — @OnodaCapital $FOUR numbers look fine, fcf light. they aren't doing anything wrong, in fact love their strategy. probably an easy double to takeout now↗
Feb 27
Jerry Capital — "I want to stress that our story is not a complicated one" $FOUR https://t.co/TBJr5b8Ywx↗
Feb 26
Jerry Capital — Adding to $FOUR https://t.co/0pJMZjnvGb↗
Mar 24
Jerry Capital — people are finally understanding the moonbase potential at $FOUR↗
Mar 24
Jerry Capital — $FOUR will have a monopoly on moon payments https://t.co/GtsryFbHDv↗
Mar 24
Jerry Capital — moonbases payments will be processed by $FOUR↗
Mar 24
Jerry Capital — squeeze the $FOUR shorts they have no souls!↗
Mar 24
Jerry Capital — $FOUR +25% in two sessions 🚀
Maybe don't stomp around like an elephant with the buyback guys 🧠 https://t.co/oDnms7gmsf↗
Mar 19
Jerry Capital — The free cash flow per share will come $FOUR https://t.co/HJnQXpoaaO↗
Mar 19
Jerry Capital — $FOUR has more growth runway than Adyen, grows more in a recession, and this would be a double.
We don't need 17x.↗
Mar 9
Jerry Capital — @4drant following Jared into $FOUR https://t.co/WMLQF4qIS2↗
Mar 5
Jerry Capital — @HatfieldCapital TBF $FOUR is the real terror i unleashed↗
Raging Capital Ventures — @JustinRTipton Around $23, $TOST was trading below 13x ‘27 EBITDA estimates. I don’t know $DLO or $WISE; earnings quality is very poor at $FOUR.↗
Feb 10
Jerry Capital — $FOUR " just finished a long-overdue governance cleanup. The company collapsed its multi-class share structure into one share, one vote, eliminated “controlled company” status, and…↗
Jerry Capital — @MikeFritzell His $FOUR analysis was objectively dumb. he wrote an analysis of the company that was entirely wrong! not even close. and he made shit up. I suspect he may dumb or sl…↗
Feb 4
Jerry Capital — me trying to cook up an AI short thesis for $FOUR https://t.co/Hb01H7YnGY↗