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# ![@negligible_cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1521479200619876353.png) @negligible_cap Negligible Capital Managment

Negligible Capital Managment posts on X about $11b, $pl, $asts, $cvna the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1521479200619876353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1521479200619876353/c:line/m:interactions.svg)

- X Week XXXXX +248%
- X Month XXXXXX +15%
- X Months XXXXXX +409%
- X Year XXXXXX +4,533%

### Mentions: XX [#](/creator/twitter::1521479200619876353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1521479200619876353/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +220%
- X Months XX +1,133%
- X Year XX +925%

### Followers: XXX [#](/creator/twitter::1521479200619876353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1521479200619876353/c:line/m:followers.svg)

- X Week XXX +34%
- X Month XXX +54%
- X Months XXX +1,431%
- X Year XXX +1,431%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1521479200619876353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1521479200619876353/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$11b](/topic/$11b) #24, [$pl](/topic/$pl) #19, [$asts](/topic/$asts) #143, [$cvna](/topic/$cvna) #114, [$psky](/topic/$psky) #144, [$nflx](/topic/$nflx) #310, [$googl](/topic/$googl) 6.06%, [debt](/topic/debt) #1229, [$sats](/topic/$sats) 6.06%, [spacex](/topic/spacex) #260

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@ryanakaflats](/creator/undefined) [@cathiedwood](/creator/undefined) [@michaeljburry](/creator/undefined) [@commonsenseplay](/creator/undefined) [@stockmktnewz](/creator/undefined) [@solarcoin_slr](/creator/undefined) [@jonewang7](/creator/undefined) [@winnermon1](/creator/undefined) [@apazyryk](/creator/undefined)

**Top assets mentioned**
[Planet Labs PBC (PL)](/topic/$pl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Carvana Co. (CVNA)](/topic/$cvna) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SATS (Ordinals) (SATS)](/topic/$sats) [Ares Protocol (ARES)](/topic/$ares) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [IBM (IBM)](/topic/ibm) [Cisco Systems Inc (CSCO)](/topic/$csco) [Snowflake, Inc. (SNOW)](/topic/$snow) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Royal Caribbean Cruises Ltd (RCL)](/topic/royal-caribbean) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Oracle Corporation (ORCL)](/topic/$orcl) [Wells Fargo & Co (WFC)](/topic/$wfc) [Heroes of NFT (HON)](/topic/$hon) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Strategy (MSTR)](/topic/$mstr) [CRH Public Limited Company (CRH)](/topic/$crh) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Reddit, Inc. (RDDT)](/topic/$rddt) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Coherent Inc (COHR)](/topic/$cohr) [RAI Finance (SOFI)](/topic/$sofi) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Zoom Video Communications Inc (ZM)](/topic/$zm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Fluidity (FLY)](/topic/$fly) [Kellanova (K)](/topic/kellanova) [SpaceN (SN)](/topic/$sn) [Helen Of Troy Ltd (HELE)](/topic/$hele) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [CarMax, Inc (KMX)](/topic/$kmx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$DBRG - *SOFTBANK IS SAID IN TALKS TO BUY INVESTMENT FIRM DIGITALBRIDGE I feel like everyone knew this was coming but not sure Softbank was the expected buyer. I think people though Elon would buy DBRG My bet is that talks fall through as data center ROI sentiment continues to decline. Softbank has enough on their hands with OpenAI investments"  
[X Link](https://x.com/negligible_cap/status/1996961024671359123)  2025-12-05T15:13Z XXX followers, 1356 engagements


"$CFLT is reportedly nearing an $11B buyout from $IBM per the WSJ. Rumors around a $CFLT acquisition have been circulating for months now with potential buyers seen as IBM $CSCO and $SNOW. On October X Reuters also reported CFLT was attracting buyout interest from Private Equity but I think they may have leaked that info themselves just to drum up interest from strategics since theyve meaningfully underperformed (down XX% in the last year). A deal could be announced as soon as tomorrow per the WSJ - should be interesting to see if any other bidders come to the table (though my lean is no)"  
[X Link](https://x.com/negligible_cap/status/1997871754778124663)  2025-12-08T03:31Z XXX followers, XXX engagements


"Trumpy came out of the gates swinging this morning at $PSKY over XX Minutes episode with Marjorie T Green last night demanding a formal apology. Might as well add another complication to $WBD / $NFLX / $PSKY deal because why not. Heres what he said: My real problem with the show however wasn't the low IQ traitor it was that the new ownership of XX Minutes Paramount would allow a show like this to air. THEY ARE NO BETTER THAN THE OLD OWNERSHIP who just paid me millions of Dollars for FAKE REPORTING about your favorite President ME Since they bought it XX Minutes has actually gotten WORSE Oh"  
[X Link](https://x.com/negligible_cap/status/1998068929009263105)  2025-12-08T16:35Z XXX followers, XXX engagements


"This is what $GOOGL is planning on doing with $PL (Planet Labs). PL is a satellite company that Google now owns over XX% of its class A shares. Google has already announced the plan to send AI chips on $PL satellites by 2027 to exactly what Elon is discussing below. $GOOGL calls this Project Suncatcher This will be a huge catalyst for $PL when satellite collocation becomes a more mainstream concept"  
[X Link](https://x.com/negligible_cap/status/1997722675557388669)  2025-12-07T17:39Z XXX followers, XXX engagements


"I do not own any $PL but I definitely think it will have an interesting story in the next decade. Certainly more so than $ASTS"  
[X Link](https://x.com/negligible_cap/status/1997723825367298512)  2025-12-07T17:44Z XXX followers, XXX engagements


"New York Post: Royal Caribbean cruise passenger was served XX drinks before he died in custody $RCL - yikes"  
[X Link](https://x.com/negligible_cap/status/1998106188203032953)  2025-12-08T19:03Z XXX followers, XX engagements


"Is Don Jr. rug-pulling $ABTC Whys it down XX% and haulted"  
[X Link](https://x.com/negligible_cap/status/1995865762259763360)  2025-12-02T14:40Z XXX followers, 1841 engagements


"$ORCL Wells Fargo initiates on ORCL with a buy. Wells Fargo assumes a X% interest rate on ORCLs $100B in debt just to get an IRR of X% when modeling out ORCL. Meanwhile ORCLs credit default swaps are up XXX% YTD. In what world will they pay X% interest on debt WFC what are we doing here fellas"  
[X Link](https://x.com/negligible_cap/status/1996264049298809069)  2025-12-03T17:03Z XXX followers, XXX engagements


"$SATS spiking on WSJ article saying SpaceX valuation doubled to $800b. Back in November SpaceX bought spectrum from SATS for $19B including $11B in stock. So $SATS should now be sitting on $22B in SpaceX stock given the updated valuation"  
[X Link](https://x.com/negligible_cap/status/1997023198169477373)  2025-12-05T19:20Z XXX followers, XXX engagements


"@commonsenseplay Quantinuum is owned by $HON"  
[X Link](https://x.com/negligible_cap/status/1994196129458655362)  2025-11-28T00:06Z XXX followers, XXX engagements


"Its pretty impressive that he didnt have a singular correct S&P500 addition on his list of most likely candidates between $CVNA $CRH and $FIX Also $AFRM wasnt even eligible and was thus not under consideration. This guy just has Grok make lists and posts them"  
[X Link](https://x.com/negligible_cap/status/1997316883666588149)  2025-12-06T14:47Z XXX followers, XXX engagements


"I personally think Trumpy is just trying to give the appearance of not being biased in favor of $PSKY before he ensures they win the bidding war or prevents $NFLX deal from going through"  
[X Link](https://x.com/negligible_cap/status/1998069430908059962)  2025-12-08T16:37Z XXX followers, XX engagements


"*US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR I don't even think China wants H200s anymore but oh well"  
[X Link](https://x.com/negligible_cap/status/1998090312267551227)  2025-12-08T18:00Z XXX followers, XXX engagements


"Something tells me if SpaceX was valued using $RKLBs valuation multiple which is currently EV / Sales of 47x SpaceX would be worth more than $XXX billion. Maybe even throw in $ASTS valuation multiples for Starlink segment and one could argue $800b is conservative. Not that I agree with the valuations of publicly traded space comps but at least SpaceX has a high revenue business with incredible potential"  
[X Link](https://x.com/negligible_cap/status/1997503758461243553)  2025-12-07T03:09Z XXX followers, XXX engagements


"*TRUMP TOLD XI US WILL ALLOW NVIDIA H200 EXPORTS TO CHINA XX% of sales will reportedly be paid to the US Govt though. $NVDA up X% after hours Again does China even want H200s"  
[X Link](https://x.com/negligible_cap/status/1998144340322029960)  2025-12-08T21:35Z XXX followers, XX engagements


"Oh yeah the transportation component will definitely be SpaceX or $RKLB once they get their Neutron rocket going in the next couple years. $FLY will try to get into this market too along with Blue Origin and a few other private players like the ULA. Can play SpaceX via $SATS since SpaceX bought spectrum licenses from them a few months back and paid in $11B of SpaceX stock (along with some cash) but look what SATS has done the last few sessions following SpaceXs $800b valuation news"  
[X Link](https://x.com/negligible_cap/status/1998146531015208972)  2025-12-08T21:43Z XXX followers, XXX engagements


"$ARES to replace K in the S&P500 following the EUs approval of Mars /Kellanova"  
[X Link](https://x.com/negligible_cap/status/1998156416394166353)  2025-12-08T22:23Z XXX followers, XXX engagements


"$SN now up around XX% since this post. Now we're talking but still has a long way to go to fair value"  
[X Link](https://x.com/negligible_cap/status/1996254988104818707)  2025-12-03T16:27Z XXX followers, XXX engagements


"$HELE Helen of Troy - Turnaround or Value Trap HELE owns a few iconic brands like Osprey Hyrdroflask OXO and several other consumer brands that I wont get into the weeds on here. HELE is down XX% YTD and trades at half its book value a forward PE of 5x or forward EV / EBITDA of around 6.2x. Over the past X years HELE is down around 90%. Quick 🧵"  
[X Link](https://x.com/negligible_cap/status/1998141839262540023)  2025-12-08T21:25Z XXX followers, XX engagements


"@CedarStResearch One day (not anytime soon though) space transportation will somewhat of a commodity (similar to trucking or airlines) though for now SpaceX is many years ahead of competition"  
[X Link](https://x.com/negligible_cap/status/1998147029760163999)  2025-12-08T21:45Z XXX followers, XX engagements


"The following are the companies eligible for S&P XXX index sorted by market cap. $MRVL became eligible just this week after their earnings achieving X consecutive quarters of GAAP profitability. $CVNA seems like the obvious choice to me given their size and the fact that $KMX was removed a few weeks ago (logical for them to want to replace one autodealer with another. CVNA is under investigation with the SEC but so is APP and that clearly didnt stop their inclusion last quarter at the most recent rebalancing. Its likely that only 2-3 replacements will be announced at the most the 4th quarter"  
[X Link](https://x.com/negligible_cap/status/1996661337548902611)  2025-12-04T19:22Z XXX followers, 3754 engagements


"Looks like S&P500 addition leaked on Kalshi with $ARES showing a XX% chance of an addition. $CVNA now at 12%"  
[X Link](https://x.com/negligible_cap/status/1997060824012095605)  2025-12-05T21:49Z XXX followers, 1671 engagements


"@StockMKTNewz This is not $ASTS this is $PL. $GOOGL owns XX% of PL Class A shares and is planning on launching TPUs/GPUs on PL satellites in 2027"  
[X Link](https://x.com/negligible_cap/status/1997726798793314777)  2025-12-07T17:55Z XXX followers, XXX engagements


"Whats stopping you from throwing down a couple $100k at a company like $ATER and securing an activist stake when it has a market cap of $7m and has a few brands including Squatty Potty and has zero net debt and trades at an EV / Sales of literally 0.1x This morning ATER management announced a strategic review citing they believe the sum of the brands is worth more than the whole (dont ask me how this popped up on my radar) If anyone takes a look at the company segments theyll immediately realize no shit this thing should be at least a $X - $X stock Stock went up XX% today after announcing the"  
[X Link](https://x.com/negligible_cap/status/1998203920741519650)  2025-12-09T01:31Z XXX followers, XXX engagements