Author
@negligible_cap negligible_cap
grade Bx.com/negligible_cap ↗
Fast, two-sided AI/tech newsflow synthesizer turning headlines into tickered read-through theses
Curates and editorializes real-time AI/megacap-tech and even
trader score
-1.24
hit rate
30%
mean α
-0.88%
signals 14d
93
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -0.88% mean alpha, trader score -1.24. Their last-14d mentions, direction-adjusted, have moved -0.0% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @negligible_cap | · | Characterizes the session as a bad day for neocloud-related stocks. | · | tweet ↗ |
| 2026-08-28 | · | @negligible_cap | · | Reports September rate-hike odds rising from roughly 35% to 50% after Warsh's speech. | · | tweet ↗ |
| 2026-08-28 | · | @negligible_cap | · | Rejects the common claim that market developments are already priced in. | · | tweet ↗ |
| 2026-08-27 | PYPL | @negligible_cap | -0.65 | Advent and Stripe reportedly dropped their pursuit of PayPal. | -12.7% | tweet ↗ |
| 2026-08-27 | TAP | @negligible_cap | +0.35 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | · | tweet ↗ |
| 2026-08-27 | SWBI | @negligible_cap | +0.35 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | · | tweet ↗ |
| 2026-08-27 | MSOS | @negligible_cap | +0.35 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | +3.3% | tweet ↗ |
| 2026-08-27 | RGR | @negligible_cap | +0.35 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | · | tweet ↗ |
| 2026-08-27 | RICK | @negligible_cap | -0.30 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | · | tweet ↗ |
| 2026-08-27 | DEO | @negligible_cap | +0.35 | Proposes a GTA-themed basket based on anticipated demand spillovers, while expecting RICK to fall. | · | tweet ↗ |
| 2026-08-27 | · | @negligible_cap | · | States that technology is dominating market attention and capital. | · | tweet ↗ |
| 2026-08-27 | META | @negligible_cap | -0.10 | Notes Meta has reduced some Anthropic spending and questions what the dependency means for its filing. | +1.2% | tweet ↗ |
| 2026-08-27 | META | @negligible_cap | -0.05 | NYT sources say Meta once projected up to $10B annually in Anthropic model spending. | +1.2% | tweet ↗ |
| 2026-08-27 | SOXX | @negligible_cap | +0.25 | Reports software and semiconductor ETFs green, with IGV positive YTD amid sharp software gains. | -3.2% | tweet ↗ |
| 2026-08-27 | OKTA | @negligible_cap | +0.45 | Reports software and semiconductor ETFs green, with IGV positive YTD amid sharp software gains. | -3.9% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.