Negligible Capital
@negligible_cap
Stocks mostly. Long and short
Not advice
677 Following 19.4K Followers
Just found out Burry bought LEAPs a few weeks before earnings. You can't make this stuff up $SFM
I think $SFM trades at 11x earnings (a discount to $KR mind you) solely because Michael Burry had to buy the stock. Dude curses anything he touches
Technicals look awful but it's still a great cheap growing business buying back a lot of shares. I think if you buy here and look away for a year or two it does very well, even if Burry stays long (broken clock)
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$NOW
$FTNT
$GOOG
$CTSH
All abysmal. The factors are going to be really confused today
1. What
$PURR
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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*SAMSUNG 3Q NET 75.21T WON, EST. 89.06T WON
Yikes
*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS
$LITE
*NASDAQ 100 ETF EXTENDS DECLINE TO 1%
Pack up your shit. It’s over
Sundar is a monster
*MICROSOFT JUMPS 6.4% AFTER 1Q CLOUD REVENUE TOPS ESTIMATE
*ALPHABET SINKS 7.9% AFTER 3Q REVENUE EX-TAC MISSES ESTIMATE
A tale of two cities
*WARSH: I PAY MORE ATTENTION TO KOREA THAN YOU MIGHT THINK
*ORACLE EXPECTS CAPEX TO STEP DOWN IN FY29
Light at the end of the tunnel?
*WARSH: FOMC SCHEDULE WILL CHANGE AS OF NEXT FALL
*WARSH: WE BELIEVE EIGHT MEETINGS PER YEAR IS RIGHT NUMBER
*WARSH: IN 2027, ONE MEETING WON'T HAVE VOTE ON RATES, STATEMENT
Lots of people blindly defending $CBRS after the Culper short who clearly didn’t even open the report. If the report is even half true (which it seems convincing) CBRS has a whole lot of air below (and it’s not like valuation is cheap regardless). For the record I thought their NVDA short report was very weak
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*GOOGLE LAUNCHES GEMINI 4 CARBON FRONTIER MODEL
"Carbon ranks #1# on the recently updated v5.0 of Artificial Analysis Intelligence Index at 59. It shows significant gains across coding and agentic tasks as well as across key capabilities critical for cybersecurity defense, landing a firm lead in SEC-bench Pro (88.2%) for finding vulnerabilities, ExploitGym (54.8%) for exploitation, and CWE-bench (71.0%) for patching. On internal benchmarks, Carbon drives a strong uplift in generating secure code, and in live coding environments with our own teams it shows reduced misalignment and fabrication rates."
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*COGNITION MULLS NEW FUNDING ROUND AT $70B-80B VALUATION:INSIDER
Who are they and why are they worth 2x Chipotle
Memory bulls don’t even celebrate anymore they just look at you like this
Kevin Warsh is probably gonna get up there today and plead the 5th
*OPENAI NEARS UP TO $30B FUNDING ROUND AT $1.25T VALUATION:CNBC
Funding round led by UAE investors
*ANTHROPIC COULD SPEND $750B ON OBTAINING COMPUTING CAPACITY:WSJ
*ANTHROPIC $80.7B NET LOSS LARGELY ON ACCOUNTING CHARGES: WSJ
Big numbers
$CRWV CDS spreads hit new highs today, pricing in over a 60% chance of default within the next 5 years per bbg
They sure start the kids young over in a Korea. Culturally engrained
