Who mentions $GPN most on Surfaced?

@jerrycap (Jerry Capital) mentions $GPN most — 57 mentions in the past 12 months.

When was $GPN first mentioned on Surfaced?

The earliest tracked mention of $GPN in the Surfaced archive was on Dec 16, 2025.

How many voices track $GPN?

1 FinTwit voice has mentioned $GPN 57 times in the past 12 months.

What kind of voices mention $GPN most?

$GPN is mentioned most by Long Research voices on Surfaced.

$GPN — FinTwit mentions on Surfaced

Recent calls

22 calls

@jerrycapJun 25, 2026 · 4:10 PM

$GPN cleans this up stock is easy double https://t.co/SWJLLAu5sL

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@jerrycapJun 15, 2026 · 3:01 PM

Is $GPN $CHTR? I think the Charter analogy is wrong. Charter was a local monopoly that over-earning on an overpriced consumer product, then got hit by real substitutes: fiber, FWA, streaming, and cord-cutting. That is actual unit-economics destruction from new technology. Payments is not that. There is competition, fee pressure, and execution risk, but GPN is not being bypassed by a fundamentally superior new network in the same way cable was. If these were true commodity businesses, you would not see decades of recurring revenue, high margins, sticky SMB/ISV channels, and the ability to lever, delever, and buy back stock. The bearish case on GPN is not “commodity.” The real bearish case is “mature low-growth processor with take-rate pressure and integration risk.” That is a very different claim. What changed is price. Five years ago the business was messier and the multiple treated it like it was safe. Today it is being priced much closer to a melting-ice-cube despite being more focused, more disciplined on capital return, and with a competitive threat that looks less existential than people feared. I’m not saying there is no risk. I’m saying this is absolutely not Charter" Robot says some risk I says no risk

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@jerrycapMay 15, 2026 · 12:21 AM

@gatorcapital Why take the banning risk when you can get something similar ar $GPN which is also further along the story that FI?

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@jerrycapMay 11, 2026 · 2:09 PM

They will jump through whatever hoop they can to slander this cash cow $GPN "Our price target moves to $80 (vs. prior $87) based on ~5.0x multiple (vs. prior ~5.5x) on 2027E adjusted EPS ~$16.37 (vs. prior ~$16.36)" https://t.co/4VNbOiUDDt

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@jerrycapMay 6, 2026 · 4:25 PM

"The NEW $500 m ASR announced on the call (on top of the $515 m ASR already executed in Q1 that retired ~7.3M shares) is the headline capital-return action — through Q1 $GPN already returned ~$620M to shareholders, and by end of Q2 mgmt expects to have returned >50% of the >$2B FY26 commitment. Open-market buybacks resume in Q2 post-ASR. At a stock price near $70, retiring shares at this pace is the largest single-stock alpha lever in the cohort — only $PYPL's $6B trailing-12-month repurchase pace is comparable in absolute terms among payments names, and PYPL is buying back into a decelerating branded story while $GPN is buying back into accelerating Genius/synergy execution."

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@jerrycapApr 21, 2026 · 3:13 PM

EINHORN HAS SOLD $GPN 🚀 🚀 🚀 https://t.co/aU2wSd9bbO https://t.co/sZ00aOO3qL

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@jerrycapApr 11, 2026 · 1:17 AM

"If you believe that the payment rails are "sticky plumbing" and that GPN can maintain just 2–4% revenue growth while inflation does the heavy lifting, GPN is mathematically the best IRR bet on the board. You are essentially taking the other side of the VC narrative, betting that the "boring" legacy plumbing will keep generating billions in cash while the market is distracted by AI agents and stablecoins." $GPN

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@jerrycapApr 9, 2026 · 2:09 PM

$GPN is worth $150 https://t.co/aYmHF4lIUv

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@jerrycapMar 12, 2026 · 1:56 PM

2028 Inflation is 100% 10-year is 10% Communists are in the White House Compounders derate to 15x $GPN at 10x https://t.co/xiB1zcbEjY

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@jerrycapFeb 25, 2026 · 1:38 PM

"While there remains a bit of execution risk around Worldpay, we believe the Street is embracing $GPN's transition to pure-play merchant acquirer focused on compounding earnings." https://t.co/Z9JJU11Sbs

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@jerrycapFeb 23, 2026 · 7:17 PM

everything is going to trade at $GPN levels when AI hits.

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@jerrycapFeb 19, 2026 · 7:44 PM

"I think one of the things that we feel very good about is given the enormous scale that we bring to the business, particularly from a payment standpoint, we can be as price competitive as anybody." $GPN

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@jerrycapFeb 18, 2026 · 1:42 PM

$GPN thesis breaks if: they don’t resume buybacks, they do more M&A, or they keep hiding recurring costs forever. This release is basically management saying: “Major M&A is done” “We are pure play now” “Here’s $2.5B buyback authorization” “Here’s $550M ASR now” “Here’s 2026 growth + margin guide” “We’re still doing $7.5B return by ’27” That’s about as strong a confirmation as you can get.

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@jerrycapFeb 5, 2026 · 6:09 PM

$CSU merges with $GPN I call it Instant Berkshire

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@jerrycapFeb 3, 2026 · 12:16 PM

$PYPL is headed to the $GPN multiple

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@jerrycapJan 23, 2026 · 11:01 AM

my friend this was purchased half a decade ago! Lets move forward 😆 $GPN

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@jerrycapJan 22, 2026 · 9:24 PM

an acquisition like this (or the $PYPL one) would never happen at $GPN. When re-rate?

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@jerrycapJan 21, 2026 · 4:14 PM

Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0

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@jerrycapJan 20, 2026 · 11:06 AM

NGL will buy PYPL at same level as $GPN when it gets there. Not as durable a biz (checkout button is very weak position) but these things still have WAY more life in them than stocks suggests. Would be a good time for a payments roll-up 😆.

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@jerrycapJan 17, 2026 · 11:40 AM

$GPN got dramatically cheaper last few months ask the robot what buybacks do at 5x vs 8x. At 8x you still need a thesis on a stock at 5x you don't. You just need non retardation which you get from Elliot. https://t.co/IHyIWdGWlD

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@jerrycapJan 14, 2026 · 5:28 PM

The CCCA forces routing competition between credit card networks; it does not cap interest rates, does not regulate processors. Potentially increases the value of processors that manage routing complexity. $FOUR $GPN

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@jerrycapJan 12, 2026 · 2:41 PM

Think of the $GPN alpha when everything in the US trades down to China ADR levels

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