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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 $cvna, $nvda, china, investment 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 XXXXXX +447%
- X Month XXXXXX +68%
- X Months XXXXXX +548%
- X Year XXXXXX +5,588%

### 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 +106%
- X Month XX +420%
- X Months XX +1,833%
- X Year XX +1,450%

### 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 +43%
- X Month XXX +63%
- X Months XXX +1,531%
- X Year XXX +1,531%

### 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% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [celebrities](/list/celebrities)  XXXX% [agencies](/list/agencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$cvna](/topic/$cvna) #119, [$nvda](/topic/$nvda) #2436, [china](/topic/china) 7.84%, [investment](/topic/investment) #3755, [$sn](/topic/$sn) #3, [strong](/topic/strong) 5.88%, [$pl](/topic/$pl) #65, [just a](/topic/just-a) 3.92%, [at least](/topic/at-least) 3.92%, [spacex](/topic/spacex) #692

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@ryanakaflats](/creator/undefined) [@commonsenseplay](/creator/undefined) [@mvreddy48](/creator/undefined) [@invaderbader1](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@cathiedwood](/creator/undefined) [@stockmktnewz](/creator/undefined) [@sprucepointcap](/creator/undefined) [@jbulltard1](/creator/undefined) [@jonewang7](/creator/undefined) [@marcuswerther](/creator/undefined) [@winnermon1](/creator/undefined) [@solarcoin_slr](/creator/undefined) [@nw3](/creator/undefined) [@apazyryk](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SpaceN (SN)](/topic/$sn) [Planet Labs PBC (PL)](/topic/$pl) [SATS (Ordinals) (SATS)](/topic/$sats) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Reddit, Inc. (RDDT)](/topic/$rddt) [RAI Finance (SOFI)](/topic/$sofi) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Ares Protocol (ARES)](/topic/$ares) [CRH Public Limited Company (CRH)](/topic/$crh) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Clear Secure, Inc. (YOU)](/topic/$you) [JPMorgan Chase (JPM)](/topic/$jpm) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Fluidity (FLY)](/topic/$fly) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [United Parks & Resorts Inc. (PRKS)](/topic/$prks) [Oracle Corporation (ORCL)](/topic/$orcl) [Wells Fargo & Co (WFC)](/topic/$wfc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [CarMax, Inc (KMX)](/topic/$kmx) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Strategy (MSTR)](/topic/$mstr) [Coherent Inc (COHR)](/topic/$cohr) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [IBM (IBM)](/topic/ibm) [Cisco Systems Inc (CSCO)](/topic/$csco) [Snowflake, Inc. (SNOW)](/topic/$snow) [Kellanova (K)](/topic/kellanova) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Royal Caribbean Cruises Ltd (RCL)](/topic/royal-caribbean) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Rapids (RPD)](/topic/$rpd) [Helen Of Troy Ltd (HELE)](/topic/$hele)
### Top Social Posts
Top posts by engagements in the last XX hours

"$JPM - SAYS 2025 CARD CHARGE-OFFS EXPECTED TO BE ABOUT XXX% $JPM expects low single digit Investment Banking revenue growth YoY Annnnnd down go all the banks"  
[X Link](https://x.com/negligible_cap/status/1998447142394827136)  2025-12-09T17:38Z XXX followers, 6795 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


"*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


"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, 1858 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


"$NVDA on Blackwell chip smuggling: Official NVDA statement now saying they have not received tips of any Phantom Datacenters and that smuggling of chips seems far fetched (essentially denying The Information report)"  
[X Link](https://x.com/negligible_cap/status/1998761242836742412)  2025-12-10T14:26Z XXX followers, XX engagements


"$ALLY is up XXX% after announcing share buyback authorization. Not that I am insinuating that ALLY will not buyback shares but whats stopping all companies from announcing buyback authorization just to boost share price in the short term even if they dont actually have any intention of buying back shares Feel like Ive seen other companies doing this lately like $HIMS on 11/17/2025 announcing a $250m repurchase program but is HIMS really going to be buying back shares Seems like they have bigger fish to fry with their capital I think companies should probably only trade higher on news of"  
[X Link](https://x.com/negligible_cap/status/1998767817298936218)  2025-12-10T14:52Z XXX followers, XX engagements


"$SN - picked up one of these puppies last night for investment research purposes. Incredible machine cant wait to get racked everyday. It makes cold brew too for the girlfriend. Since the post below $SN is up XX% and now trades at 22x fwd earnings. Should trade at least 26x based on the quality of this rig"  
[X Link](https://x.com/negligible_cap/status/1998808111520346141)  2025-12-10T17:32Z XXX followers, XXX engagements


"$IPG deal where its being bought by OMC is now expected to be completed Wednesday. Since $IPG is in the S&P XXX this means S&P should be announcing IPGs replacement either today or tomorrow. Names like $SNDK $CRDO $CVNA $ALAB $RDDT $SOFI and others all trading higher on the possibility of joining"  
[X Link](https://x.com/negligible_cap/status/1992974702487154818)  2025-11-24T15:12Z XXX followers, XXX engagements


"I just shorted $PRKS. Why Attendance is dropping like a rock and theyre skull-fucking orcas. Any sensible child nowadays would rather watch marine tik toks than see/smell the real deal. PRKS also facing significant pricing pressure. Save the whales"  
[X Link](https://x.com/negligible_cap/status/1995537333194477748)  2025-12-01T16:55Z XXX followers, XX 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


"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, 3780 engagements


"$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, 1386 engagements


"@mvreddy48 @Invaderbader1 @StockSavvyShay $PSTG is out of the running after shedding XX% of their value from Wednesday's earnings"  
[X Link](https://x.com/negligible_cap/status/1996974274939175113)  2025-12-05T16:05Z XXX followers, XXX 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, 1695 engagements


"$CVNA $CRH and $FIX being added to S&P 500"  
[X Link](https://x.com/negligible_cap/status/1997068324375568576)  2025-12-05T22:19Z 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


"$IBKR being essentially invisible is crazy. I also think DAU can be a misleading stat here because $HOOD users are more likely to be chronically checking their brokerage like a sports bet whereas users on other platforms are more likely to buy and hold but that is a generalization of course"  
[X Link](https://x.com/negligible_cap/status/1997700052970520827)  2025-12-07T16:09Z 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


"@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


"$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


"Edge doesnt come from channel check data like Yippit MSCI M-Science Cleveland Research or whatever else regardless of how much you pay for it (unless you get it before everyone else or produce it on your own). Anticipating and predicting the data before it exists generates edge"  
[X Link](https://x.com/negligible_cap/status/1998062973923787107)  2025-12-08T16:11Z XXX followers, XX engagements


"That being said from MSCI out with positive channel check on $SN citing strong Black Friday and Amazon sell-through in October suggest net sales outperformance"  
[X Link](https://x.com/negligible_cap/status/1998063088533160272)  2025-12-08T16:12Z XXX followers, XX 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


"$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


"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


"$YOU announces a deal with the CMS to support modernization of ID verification for Medicare. So basically theyre bringing Clear Secure (like in the airports) to Medicare. Guess this is helpful to combat fraud and bullish for YOU since it opens up a whole new market for them but they didnt disclose contract size. I also dislike YOU personally and up till now have viewed it as a solid short since TSA now does face scans without needing an ID and is even faster than Clear Secure"  
[X Link](https://x.com/negligible_cap/status/1998392509135729140)  2025-12-09T14:01Z XXX followers, XXX engagements


"@sprucepointcap has done some good research on $YOU and is short the name Clear Secure Inc. - Spruce Point Capital Management LLC Im curious to hear how this changes his thesis"  
[X Link](https://x.com/negligible_cap/status/1998393368770920583)  2025-12-09T14:04Z XXX followers, XXX engagements


"$NVDA - Mizuho thinks NVDA H200 sales to China will bring in an extra $3B - $5B per quarter or quarterly rev increase of XXX% - XXX% assuming Q4s projected revenue. They also think $NVDA can get XX% gross margins on the H200 sales even AFTER the US governments XX% surcharge I still don't even think China wants these chips and neither does the market. NVDA down 0.75%"  
[X Link](https://x.com/negligible_cap/status/1998417169126662634)  2025-12-09T15:39Z XXX followers, XX engagements


"Howard Mark's pointing out the $NVDA's insane returns:"  
[X Link](https://x.com/negligible_cap/status/1998522506739929132)  2025-12-09T22:37Z XXX followers, XXX engagements


"Oh and TD Cowen initiated today at Outperform with a $XXX px"  
[X Link](https://x.com/negligible_cap/status/1998811142945480829)  2025-12-10T17:44Z XXX followers, XX 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


"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, XXX 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


"@jbulltard1 The AI power IPPs are so volatile for their size. $CEG $TLN and $VST regularly swing 5+% intraday on essentially no news"  
[X Link](https://x.com/negligible_cap/status/1998044120233996710)  2025-12-08T14:56Z XXX followers, 5824 engagements


"$RPD is going to get taken private. Reuters reported PE takeover interest a year ago from multiple firms and evidently they couldnt agree on terms. Now that theyre down XX% YTD and Jana has over XX% of the company and X seats on the board I would be shocked if no deal in the next year. Janas not playing this as a turnaround they want a buyout"  
[X Link](https://x.com/negligible_cap/status/1998046964156338541)  2025-12-08T15:08Z 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


"$SEZL to replace $VTLE in the S&P Smallcap 600"  
[X Link](https://x.com/negligible_cap/status/1998166993258836052)  2025-12-08T23:05Z XXX followers, XXX engagements


"$SATS: Morgan Stanley upgrades SATS to outperform and assumes SpaceX equity is around XX% of SATS total value or around $XX / share. MSs base case price target set at $XXX. MS also values remaining AWS-3 spectrum at $5.9B or $XX / share. The remaining Spectrum (CBRS 700MHz C-Band) is valued at $1.8B or $X / share. MS expects VZ and TMUS to be aggressive in pursuing remaining paired AWS-3 holdings"  
[X Link](https://x.com/negligible_cap/status/1998751956110569856)  2025-12-10T13:49Z XXX followers, XXX engagements


"The Information is reporting the Chinas DeepSeek smuggled in $NVDA Blackwell Chips through a convoluted scheme that involves sending them to data centers in countries that are allowed to buy them and then dismantling the servers containing the chips and importing the equipment in pieces to China. Pretty creative work around I guess Huawei chips definitely are not there yet. Also if DeepSeek is smuggling in Blackwells this still does not mean they want H200s which are far inferior to Blackwell (though still among the best chips on the market in the grand scheme of things). The article gets"  
[X Link](https://x.com/negligible_cap/status/1998757130443145279)  2025-12-10T14:10Z XXX followers, XX engagements


"Insurance insider speculating $CB for $AIG that would be a monster deal Chubb made informal takeover approach for AIG Insurance Insider US $CB denies making an offer"  
[X Link](https://x.com/negligible_cap/status/1998856530968584685)  2025-12-10T20:45Z XXX followers, XXX engagements