@JaredKubin Avatar @JaredKubin Jared L Kubin

Jared L Kubin posts on X about ai, software, crypto, mid the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 31.67% technology brands 16.67% stocks 10% cryptocurrencies 6.67% social networks 3.33% countries 2.5% products 1.67% luxury brands 0.83% automotive brands 0.83% musicians 0.83%

Social topic influence ai 12.5%, software #2459, crypto 7.5%, mid 5%, $sndk 4.17%, whats the 3.33%, future 3.33%, trade 3.33%, in the 3.33%, if you 3.33%

Top accounts mentioned or mentioned by @aahanprometheus @antithetoscptl @william_r2rclub @firstadopter @benkizemchuk @blueprintsmb22 @ihavedumbtakes @0xjolly @zoomyzoomm @brandvsdemand @buccocapital @coreywriting @bucketshopcap @macropotamus @jaredsleeper @signal2noisebtc @thejinkang @humblecuriositi @frothyassets @arya__deniz

Top assets mentioned Sandisk Corporation (SNDK) Unity Software Inc. (U) Take-Two Interactive Software, Inc. (TTWO) Alphabet Inc Class A (GOOGL) Roblox Corp. (RBLX) Uber Technologies, Inc. (UBER) Cleveland-Cliffs, Inc. (CLF) Dynatrace, Inc. (DT) Freshworks Inc. (FRSH) Fastly, Inc. (FSLY) CatCoin (CAT) SaaSGo (SAAS)

Top Social Posts

Top posts by engagements in the last [--] hours

"COWORK for Windows nuking software it seems rolling heat seeking missile"
X Link 2026-02-11T16:16Z 24.2K followers, [----] engagements

"@openclaw : is anyone doing something completely novel Whats your best use case"
X Link 2026-02-15T12:19Z 24.2K followers, [----] engagements

"We need to talk about whats happening to an entire generation. Im worried for my kids (this novel below can be for entrepreneurs / investors / or young women) That girl crying because she felt nothing on a perfectly good date Shes not broken. Shes been rewired. We live in an instant gratification society thats completely divorced from how life actually works: Want food Uber it. [--] minutes. Want entertainment Netflix it. Instant. Want a date Swipe it. Endless options. Want dopamine Scroll it. Non-stop hits. Even want a dog playdate Theres an app for that. Everything worth having can be"
X Link 2025-11-12T11:46Z 24.2K followers, 1.9M engagements

"I think Josh Tilson is real good on security. Its very hard to vibe code a security platform. Budget growth makes sense here in this sea of software despair What timing . the MS team (one of the best in biz) just now talking up software sequential acceleration in spend Keith is going to be getting alotttt of questions on this. https://t.co/fVOkvgMDBX What timing . the MS team (one of the best in biz) just now talking up software sequential acceleration in spend Keith is going to be getting alotttt of questions on this. https://t.co/fVOkvgMDBX"
X Link 2026-01-15T00:04Z 24.2K followers, [----] engagements

"LIQUIDATION NATION $SLV edition: Wild looking at the data this am. piecing it together but looks like mass hysteria hit the bid Monday with inflows to get giga wrecked. Liquidation Nation takes no prisoners. *I have retail accumulating $25bn of SLV/GLD over last 12m with majority in last [--] weeks hitting highs Wednesday-ish (). Accelerating speculation. Crypto crash Oct 10: - $19B liquidated (notional) - $1-3B est. real losses (10x leverage) - BTC recovered to $116K in days Silver crash Jan 30: - $40B+ single day SLV volume - 28% drop worst since [----] - $2-4B est. retail losses (no leverage"
X Link 2026-01-31T12:05Z 24.2K followers, 19.8K engagements

"Everyone loves speculating about Medallion. Best fund of all time. They had [--] advantages no one can replicate [--]. They were early (and brilliant) [--]. They had access to unique leverage sometimes up to 40x intraday that I dont think anyone has now [--]. Their risk management was/is alien tech According to academia and quants All of Jim Simonss Medallion Fund strategies are overfitted because he used data mining and machine learning in his approach Yet he built the most successful hedge fund in history. Doing the opposite of what they say seems like the best https://t.co/tOuDPu3Pdu According to"
X Link 2026-01-31T21:04Z 24.2K followers, 33.4K engagements

"Whoever rewrites GITHUB for an Agent first world is going to crush it. Also another monster miss by Mr Softie "Earlier all devs used GitHub Copilot. [--] months ago we rolled out Cursor to all devs. [---] weeks ago we rolled out Claude Code to everyone and cancelled our Copilot subscription" - CTO at a company with [---] engineers (I hear this exact "transition" story a LOT) "Earlier all devs used GitHub Copilot. [--] months ago we rolled out Cursor to all devs. [---] weeks ago we rolled out Claude Code to everyone and cancelled our Copilot subscription" - CTO at a company with [---] engineers (I hear this"
X Link 2026-02-03T02:42Z 24.2K followers, 10.9K engagements

"@firstadopter Top [--] worst days Ive seen in [--] yrs for the sector get me out at any price selling"
X Link 2026-02-03T17:56Z 24.2K followers, [----] engagements

"LIQUIDATION NATION eod 2/3: No notes required. LIQUIDATION NATION mid 2/3: M-A-Y-H-E-M software bloodbath 2.0 cyclicals SCREAM vs Tech dump Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING . https://t.co/8WldbLvj9V LIQUIDATION NATION mid 2/3: M-A-Y-H-E-M software bloodbath 2.0 cyclicals SCREAM vs Tech dump Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT"
X Link 2026-02-03T21:14Z 24.2K followers, [----] engagements

"@0xJolly I agree. Its ridiculous cascading across society. Look at Minnesota fraud Crypto coin pumps Its everywhere. Make HONOR great again"
X Link 2026-02-04T11:58Z 24.2K followers, [---] engagements

"Been thinking more about software moats. is CUDA the next assailable moat or is it just seat saas based model tooling"
X Link 2026-02-04T14:19Z 24.2K followers, [----] engagements

"SaaSmageddon [---] . "only" a -2z move to start the day today.so far"
X Link 2026-02-04T14:57Z 24.2K followers, 14.3K engagements

"Rolling BLOW UPs: intra day cont. Momentum PAIR is making a -4z move (panic) HIGH VOL making a -3z move (liquidity trap door) The ROLLING Blow Ups continue. complete unwind of the unwind today. wild action. Thursday: Software Friday: Metals Weekend: BTC/Crypto Monday: nan Tuesday: Software Wednesday: AI Semis / Memory / PCs https://t.co/HzDWTpoTx2 The ROLLING Blow Ups continue. complete unwind of the unwind today. wild action. Thursday: Software Friday: Metals Weekend: BTC/Crypto Monday: nan Tuesday: Software Wednesday: AI Semis / Memory / PCs https://t.co/HzDWTpoTx2"
X Link 2026-02-04T16:05Z 24.2K followers, 10.3K engagements

"LIQUIDATION NATION eod 2/4: get to da Choppppahhhh historic Momentum / Value crash -15% *** retail / crowded REKTTTTT*** energy rips on Iran headlines (again) SaaS +1.7% on the day after getting trounced yest STAGFLATION = VIOLENCE -4z Growth v Value spread -3.7z Growth v Low Growth spread -2.8z HIGH VOL move LIQUIDATION NATION mid 2/4: Momentum MASSACRE HIGH VOL vaporized *value +5z move *Momentum -4z move *software unwind near peak hysteria of "death" Thursday: Software schlacking (Day 1) Friday: Metals massacre Weekend: Crypto crushed Tuesday: Software (Day 2)"
X Link 2026-02-04T21:46Z 24.2K followers, [----] engagements

"Ive been deep in software since co-founding my first startup in undergrad [--] years ago built on the first RACKSPACE IaaS (lol) ripped out servers in my parents basement for AWS early days front row seat to the entire evolution of SaaS Heres what people miss when they say AI is going to kill SaaS Are these platforms REALLY selling software IMOno theyre selling decades of encoded business process knowledge every dropdown every workflow trigger every edge case handler institutional memory So the real question isnt whether AI can build software. It obviously canthe question is can AI replicate"
X Link 2026-02-05T00:43Z 24.2K followers, 54.4K engagements

"@BenKizemchuk No one talks about them anymore but TRUFLATION should renamed to DEFLATION handle Imagine deflation hitting"
X Link 2026-02-05T11:41Z 24.2K followers, [---] engagements

"Direction of next +/-2% from open tomorrow: Ripper 🚀 🚀 Bloodbath 🤮 🤮 Ripper 🚀 🚀 Bloodbath 🤮 🤮"
X Link 2026-02-06T01:26Z 24.2K followers, [----] engagements

"@zoomyzoomm How is security not a massive winner as threat surface exponentially grows in agent first world"
X Link 2026-02-06T01:38Z 24.2K followers, 69.2K engagements

"CODING AGENTS & (QUANT) WORK REFLECTIONS: Here's a word of caution whether you are running OpenClaw LLMs on your portfolio etc etc. These things make nuanced errors with ABSOLUTE confidence. And in quant (or your life / bank account). nuanced errors could be doors you cannot walk back through A few recent examples from production R&D I wrote down: - Insisted my feature shift logic was wrong. Couldn't distinguish between shifting a date index vs shifting a feature forward. Two completely different operations. It was dead certain I was the one confused. - Argued with me for [--] minutes that a"
X Link 2026-02-06T13:25Z 24.2K followers, 11.2K engagements

"@BrandvsDemand ClaudeCode All the above problems. Need to try new codex"
X Link 2026-02-06T14:20Z 24.2K followers, [---] engagements

"LIQUIDATION NATION mid 2/6: VAR SHOCKS & BETA RIPS edition Just as everyone got MAX BEARISH. and HF's puked nets. and put on shorts yesterday (MS PB). the violence swings back() What's the lesson Manage risk. don't own assets with leverage you have no idea the distribution of outcomes ALWAYS assess where your differentiated view is. that's all you can do (and pray for returns) Also. a16z trying to save software. I thought a good blog post/email. Security sentiment seems to be shifting with AI. can see it over the last [--] hrs. Onward to Iran. more EPS next week. and back to the AI CAPEX"
X Link 2026-02-06T17:06Z 24.2K followers, [----] engagements

"@firstadopter Ive had multiple lawyer friends use it. They all said its slop. Not useful"
X Link 2026-02-06T17:59Z 24.2K followers, [----] engagements

"LIQUIDATION NATION eod 2/6: what a VIOLENT week.historic.* 3 days of multi -4z moves in factors HF nets wrong BOTH WAYS this week historic CAPEX guides BTC liquidations and st bottom() staples / materials "bits" hitting HIGHS / overbought software left for dead. or buy opp of decade* Lots of think about.digest.plan for rest of year. Top of my list is thinking about Security names what to make of this extreme Factor violence and some upgrades coming for Liquidation Nation. most importantly some family time + getting some serious workouts in before"
X Link 2026-02-06T21:25Z 24.2K followers, [----] engagements

"@AahanPrometheus I think this is really good https://skfolio.org/auto_examples/maximum_diversification/plot_1_maximum_diversification.html https://skfolio.org/auto_examples/maximum_diversification/plot_1_maximum_diversification.html"
X Link 2026-02-08T18:48Z 24.2K followers, [----] engagements

"Looks to me like AirPods competitor and their charging case. Interesting"
X Link 2026-02-09T02:49Z 24.2K followers, [----] engagements

"@buccocapital Imagine those OAI AirPods in your ear just keep going with the shots. [--] more lbs you slob Gross"
X Link 2026-02-09T11:46Z 24.2K followers, [----] engagements

"If META stays Open source big if they should be the GO TO partner for any public software company. Read that again software CEOs. Giving current frontier models free access to your data via API should be a fireable offense. Where are the boards Probably old boomers who have no idea what is going on anyway. https://t.co/pOiSmXE354 https://t.co/pOiSmXE354"
X Link 2026-02-09T13:17Z 24.2K followers, 16.8K engagements

"@MRatable *CLAWDBOT for the true OGs"
X Link 2026-02-09T18:32Z 24.2K followers, [---] engagements

"@CoreyWriting I guess you would keep it a walled garden. Elitist. Only the chosen can go to good schools. Gatekeepers hold the keys. Whats your proposal then Or is the current architecture the best it can be"
X Link 2026-02-09T20:47Z 24.2K followers, [---] engagements

"@blueprintsmb22 Such a hedge fund bro . free your mind my brother"
X Link 2026-02-10T13:29Z 24.2K followers, [---] engagements

"@Arya__Deniz Ill be watching you have a great gut feel brother"
X Link 2026-02-10T13:40Z 24.2K followers, [---] engagements

"@bucketshopcap The AI KILLS EVERYTHING Hive Mind shifting here"
X Link 2026-02-10T14:04Z 24.2K followers, [----] engagements

"@macropotamus What do you think about for am"
X Link 2026-02-10T18:00Z 24.2K followers, [---] engagements

"3 Ms of AI Destruction: - market cap - margins - multiple"
X Link 2026-02-10T19:42Z 24.2K followers, [----] engagements

"@BenKizemchuk People wanted it to be true so bad. Some of the smartest people duped. Aicauses psychosis if people dont think this is happening in other areas I have a bridge to sell them"
X Link 2026-02-11T11:51Z 24.2K followers, [----] engagements

"@jaykreps Jay where do you think AI helps current companies and what do you think c suites need to do ASAP. Clearly market has spoken"
X Link 2026-02-11T11:57Z 24.2K followers, [---] engagements

"Is it just me or is this gross Cracker Barrel: well that was dumb Ferrari: hold my beer https://t.co/eg7hSANbcm Cracker Barrel: well that was dumb Ferrari: hold my beer https://t.co/eg7hSANbcm"
X Link 2026-02-11T14:08Z 24.2K followers, 11.6K engagements

"Three Reflections as I look at start to Year 2026: [--]. "AI coming for any industry with people + bites" . carnage out there [--]. Staples & Commodities rallying TOGETHER is very odd/problematic (historic) [--]. Energy is unstoppable"
X Link 2026-02-11T21:51Z 24.2K followers, [---] engagements

"LIQUIDATION NATION mid 1/30: lions & tigers & bears . oh no METALS MASSACRED $GOOG GENIE punches video games $U $TTWO $RBLX HIGH VOL puked on WARSH ***** IGV continues to nuke***** VERY "Hard Landing" action today on hotter PPI and blowout $SNDK numbahs Stay safe. Manage risk. https://twitter.com/i/web/status/2017282470970888404 https://twitter.com/i/web/status/2017282470970888404"
X Link 2026-01-30T17:03Z 24.2K followers, 22.4K engagements

"LIQUIDATION NATION mid 2/9: violence is the new regime just as everyone got short Thursday - RIPPAH day 2 **everyone focused on Bad Bunny when they should be focused on $CLF & $DT ** VIOLENT Factor WIND UPs / UN-WINDS are the new normal in this regime. know your exposures know what you can live with. invest where you have a differentiated view of the future https://twitter.com/i/web/status/2020907513760133168 https://twitter.com/i/web/status/2020907513760133168"
X Link 2026-02-09T17:07Z 24.2K followers, [----] engagements

"Going to try this with BLOOMBERG. Wish me luck. This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG"
X Link 2026-02-09T18:36Z 24.2K followers, 27.8K engagements

"DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing"
X Link 2026-02-10T13:22Z 24.2K followers, [----] engagements

"Multiple admin people now. Brace for ugly numbers it seems. More trial balloons. TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS TRUMP TRADE ADVISER NAVARRO: WE NEED TO REVISE EXPECTATIONS ON MONTHLY JOB NUMBERS"
X Link 2026-02-10T13:38Z 24.2K followers, 59.1K engagements

"@RealJimChanos Feels like the last bit of liquidity trying to be extracted from the cycle"
X Link 2026-02-13T23:27Z 24.2K followers, [----] engagements

"LIQUIDATION NATION mid 2/12: Transports & Tech REKT recessionary vibes today software de-gross cont day 74 **** staples go parabolic** "internet" latest AI victim Stat of Day: S&P500 Dispersion Trade in the 99% over last [--] yrs Manage risk"
X Link 2026-02-12T17:12Z 24.2K followers, [----] engagements

"LIQUIDATION NATION eow 2/13: Feels like we are speed running economic cycles daily now. [--] CHARTS OF THE WEEK from JLK: [--]. *DISPERSION REGIME 90%tile . seeing historic levels of name / subsector VOL while index (QQQ) is NOT moving. greater than '08 and COVID currently [--]. FACTORS THIS WEEK . BRICKS BITS . energy homebuilders STAPLES roofing. MAG7 the big source of funds as HF's gross up and take down nets. [--]. $CAT & $WMT vs everything is INSANE - SMOKED the QQQ over 1/3/5 yr periods. did not realize that till I looked. just wow [--]. SaaS Software Factor in a -50% draw the last 12m Lots to think"
X Link 2026-02-13T21:59Z 24.2K followers, 20.7K engagements

"Software vs NBA race to the bottom https://t.co/4ZHAYsURs2 https://t.co/4ZHAYsURs2"
X Link 2026-02-15T14:44Z 24.2K followers, [----] engagements

"46. Stay the course"
X Link 2026-02-16T11:55Z 24.2K followers, [----] engagements

"Piece was odd to me. Are they fundraising Trying to get out of shorts before squeezed Great shorts are like no hitters you dont talk about. or to the pitcher while they are working. Let alone broadcast to media. Good Monday morning software investors: Polar Capital says most shares are still toxic and few firms will survive. Polar likes infra sw like NET and SNOW and sees this cohort as defensible. Neutral on cybersecurity. Everything else will be akin to newspapers when the internet Good Monday morning software investors: Polar Capital says most shares are still toxic and few firms will"
X Link 2026-02-16T19:19Z 24.2K followers, [----] engagements

"Entrepreneurship. Challenges. Struggle. Growth. Leveling up. Some of my favorite things 🧵 🧵"
X Link 2025-04-01T11:02Z 24.2K followers, 51.2K engagements

"LIQUIDATION NATION 10/14: "Are You Not Entertained" *trade nukes the overnight **ODTE and Powell save the abyss ***only to be throttled by a 3:30 tweet (last time the intra market tweet was the appetizer) Today was "revenge of Value & Cyclicals" - L/S ducking and hiding - CALL.THE.COPS. gs hf index -295bp and now -15% mtd - "cheap" names +165bp & -100bp mtd - Low Quality +155bp & +1100bp() mtd - AI Semis -350bp today -Airlines +400bp - Crowded Longs vs Shorts [----] today LIQUIDATION NATION 10/13 : "Get to da Choppa" *3std pain machine **does look like some books got LIQUIDATED today ***spreads"
X Link 2025-10-14T20:11Z 24.2K followers, 72.9K engagements

"LIQUIDATION NATION 10/16: "In space no one can hear you scream" * TSM fade set the tone early ** etf front runners got rinsed mid morning *** -211bp intraday QQQ move is w-o-w **** fins / credit screaming "SOS" - GS HF INDEX: monster +375bp move - Shorted Names -445bp - BTC breaking [---] - SIZE +150bp today vs HIGH VOL -505bp() - AI SEMIS +35bp & SemiCap +55bp vs. Unprofitable Tech -740bp() - Retail Jump Risk -330bp - first crack LIQUIDATION NATION 10/15: "Welcome to the party pal" *intraday VOL picking up - regime is trying to change **AI SEMI complex rip city on another "deal" (see my CAPEX"
X Link 2025-10-16T20:11Z 24.2K followers, 70.8K engagements

"Everyone's sharing that "Long Degeneracy" article and nominating it for article of the year with 20m views. I just got around to reading itoverall I get it. It's well written emotionally resonant and captures something real about generational anxiety. I like the author I subscribe to their stuff talented Quant. But nobody's pushing back so let me while I watch my kids at the pool. My main pushback is this: the article is a suicide note dressed up as investment advice. I REFUSE to hand my agency to "the house." The moment you accept "the game is rigged so I might as well gamble" you've"
X Link 2025-12-30T15:43Z 24.2K followers, 615.5K engagements

"Where are the expectations for NFP tomorrow"
X Link 2026-02-10T16:08Z 24.2K followers, [----] engagements

"44. You have [--] choices everyday"
X Link 2026-02-10T16:49Z 24.2K followers, [----] engagements

"45. What percentage of your potential do you want"
X Link 2026-02-10T18:57Z 24.2K followers, [----] engagements

"LIQUIDATION NATION mid 2/11: * $U / $FRSH + COWORK Windows back to nuking SOFTWARE* jobs print hot for inflation Semis v Software largest intraday spread EVER at +850. so far BTC back to puking Stat of day: Energy is now beating SaaS by +50% to start the year. largest spread. EVER. Manage risk. the rolling blow ups continue. *AGG v Software below. wow-ee https://twitter.com/i/web/status/2021635827172798627 https://twitter.com/i/web/status/2021635827172798627"
X Link 2026-02-11T17:21Z 24.2K followers, [----] engagements

"This is silly. Read my post on data science / quant arguments Ive had with latest SOTA models. Alien tech for first 90% last 10% is up to youAND NOW EVEN MORE MISSION CRITICAL https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T18:52Z 24.2K followers, 12.8K engagements

"Three Reflections as I look at start to Year 2026: [--]. "AI coming for any industry with people + bits" . carnage out there [--]. Staples & Commodities rallying TOGETHER is very odd/problematic (historic) [--]. Energy is unstoppable"
X Link 2026-02-11T21:55Z 24.2K followers, [----] engagements

"Rarely do stocks go up 80%+ on earnings (or even M&A). $FSLY short covering is one to memorialize for FinTwit 🫡"
X Link 2026-02-12T18:32Z 24.2K followers, 13.8K engagements

"The most crowded trade in market buy $CAT v short $SaaS This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH. This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH"
X Link 2026-02-13T01:28Z 24.2K followers, 15.7K engagements

"Who is the first name brand CEO to do a BIG open market purchase Interviews on CNBC and Super Bowl pics are not the answer. Many software executives have pulled out tens/hundreds of millions of dollars from these businesses over the last decade. As is their right Almost none have even committed to pausing their sales. Basically zero of them are buying in the open market Speaks volumes Many software executives have pulled out tens/hundreds of millions of dollars from these businesses over the last decade. As is their right Almost none have even committed to pausing their sales. Basically zero"
X Link 2026-02-13T02:05Z 24.2K followers, 20.3K engagements

"2 recent SaaS Rekts: File this under the interesting (not actionable) . just lines on a chart with anecdotal observations The SaaSaFrass in 2022: started - 11/09/21 bottom ticked - 11/04/22 drawdown: -62% The AI-SaaSpocalypse current: started - 2/10/25 last tick - 2/12/25 drawdown: -46%"
X Link 2026-02-13T14:15Z 24.2K followers, [----] engagements

"Getting word the OAI raise is $100bn at $725bn-ish valuation"
X Link 2026-02-13T17:57Z 24.2K followers, 86K engagements

"@pmje73 People think software is getting a hard reset just wait for AI in Education"
X Link 2026-02-14T15:22Z 24.2K followers, [----] engagements

"@JaredSleeper ALSO has exposure to ANTHROPIC which I think you need to strip out for a true apples to apples comp"
X Link 2026-02-14T15:29Z 24.2K followers, [----] engagements

"The best version of you honors Him"
X Link 2026-02-14T21:38Z 24.2K followers, [----] engagements

"AI AGENT Decision Tree: If you vibe code a fun slop app. Have at it. Its fun. Low risk. Alien tech. If you vibe code something your job and kids future depends on. You better QA every line and understand every function. AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"
X Link 2026-02-14T21:43Z 24.2K followers, [----] engagements

"https://docs.google.com/document/d/1pcSttZY0l9et4tBjZg2BT5moehjDnFj72cz1ev-ZV14/mobilebasic https://docs.google.com/document/d/1pcSttZY0l9et4tBjZg2BT5moehjDnFj72cz1ev-ZV14/mobilebasic"
X Link 2026-02-15T12:34Z 24.2K followers, [----] engagements

"Two things [--]. Whats the decay curve as you look at longer than [--] day for example if IC drops to near zero by day [--] the signal is too fast to monetize at those spread levels regardless of execution approach and youre stuck limited options [--]. insample and +IC and then OOS failure is always a big red flag for me and I go back to my alpha pipeline. Thats just me though https://twitter.com/i/web/status/2023129072335769933 https://twitter.com/i/web/status/2023129072335769933"
X Link 2026-02-15T20:15Z 24.2K followers, [---] engagements

"@AntithetosCptl What a miss by Anthropic"
X Link 2026-02-15T23:17Z 24.2K followers, [---] engagements

"@AntithetosCptl Maybe openclaw is like bitcoin. Huge value in forking and customizing now"
X Link 2026-02-15T23:29Z 24.2K followers, [--] engagements

"Phase [--]. Frontier models rip the worlds books papers websites and train models then sell it back to companies & people Phase [--]. Frontier models try to hack each other and steal their Phase [--] + weight improvements Phase [--]. Agents act as your personal assistant for a time get full access. Then lock you out of your accounts Google has revealed that "commercially motivated" actors attempted to clone @GeminiApp by bombarding it with over [------] prompts. This "model extraction" attack aimed to steal the AIs proprietary logic and reasoning capabilities particularly in non-English languages to train"
X Link 2026-02-16T19:48Z 24.2K followers, [----] engagements

"How much is shtco software that was mercy killed in the public market They bought the insurers and stuffed them full of mis-rated private credit https://t.co/P6WIxcALTJ They bought the insurers and stuffed them full of mis-rated private credit https://t.co/P6WIxcALTJ"
X Link 2026-02-17T00:06Z 24.2K followers, [----] engagements

"Is CLAUDE doing dynamic customization in their videos now Or Jared just come up in the que from the marketing team Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA"
X Link 2026-01-26T19:00Z 24.1K followers, [----] engagements

"MAN + MACHINE is the FUTURE: I wrote a post over the weekend how fast the tooling is changing. Its truly remarkable. Never before have you had access to fast cheap needle moving tech. Whats the only thing needed High Agency (check out my agency series in timeline) Ive spent years at the intersection of MAN + MACHINE and whats possible / useful / worth your time Side story: June of [----] I walked into one of the top funds in the world and met with their tech team and head of equities. I demoed for them an LLM reading $NVDA earnings transcripts and doing sentiment analysis. They looked at me"
X Link 2026-01-27T13:23Z 24.1K followers, 14.3K engagements

"@ihavedumbtakes Before you open Try DigitalOcean or low cost AWS"
X Link 2026-01-27T15:13Z 24.1K followers, [----] engagements

"Think if you had a WORD doc that captured all of your meeting notes with XYZ management.by time. [--]. discuss your process with CLAUDE. come up with a MARKDOWN format that you agree on [--]. using that markdown template convert your word doc to markdown. could do this in terminal or in chat [--]. store them all organized by ticker. could also tag subsectors or factors NOW you have a low cost / custom note organization KNOWLEDGE BASE. take all old notes and convert you really could convert anything and add to your KNOWLEDGE BASE we do this for internal knowledge around projects best practices etc"
X Link 2026-01-27T17:02Z 24.1K followers, [--] engagements

"LIQUIDATION NATION mid 1/27: revenge of BETA healthcare nuked . check out QUIVER QUANT if you want cheap congressional trading data (dyor) software faded for AI GLW/META deal set off AI datacenter suppliers.option sellers driving the move now it seems to me CLAWDBOT continues to drive NET/DOCN/Security names* EPS + FED on deck this week. as always. Manage Risk https://twitter.com/i/web/status/2016196209208160468 https://twitter.com/i/web/status/2016196209208160468"
X Link 2026-01-27T17:06Z 24.1K followers, [----] engagements

"🍪LIQUIDATION NATION feedback request 1/27 🍪 We have added a ton of features: - Factor Rotation tool - Custom factor data range + charting - Top / Bottom Daily factors - AI interpretation of Factor data in summary format - Macro Pulse (one of my favs) - Z scores - Factor Deep Dive - Risk Model + NLP - Risk Factor Loadings - Spread Builder - Multi factor return graphing - Shared Research: OAI Business model. btw have you played with the Marketing/Ad $ line item you should. What would you want added next Drop in comments below and pls answer poll *another area I have been thinking about adding"
X Link 2026-01-27T18:39Z 24.1K followers, [----] engagements

"See below for some Options also Factor Agent for chat Encrypted group messaging Live Trading Macro Catalyst Factor Agent for chat Encrypted group messaging Live Trading Macro Catalyst"
X Link 2026-01-27T18:41Z 24.1K followers, [----] engagements

"@aanalystbro @nishantkumar07 Maybe Ill add to liquidation nation"
X Link 2026-01-27T19:13Z 24.1K followers, [---] engagements

"Is this true Thats wild my whole Timeline is Kimi when they just ripped the weights. China just released Kimi K2.5 and like clockwork the performance is on par with American frontier AI models. Just tested it for the first time and it identifies as Claude with a simple "hi" prompt lol. American AI companies all hire foreigners and clearly they are leaking the https://t.co/SYx9Bue4sW China just released Kimi K2.5 and like clockwork the performance is on par with American frontier AI models. Just tested it for the first time and it identifies as Claude with a simple "hi" prompt lol. American AI"
X Link 2026-01-28T01:58Z 24.1K followers, 16.9K engagements

"@signal2noisebtc Nice approach I like it"
X Link 2026-01-28T11:37Z 24.1K followers, [---] engagements

"All points right on. I view its biggest value add as a code check right now. Its not going to forecast for you. Simple updates and code checks. Show me where my assumptions are wrong Are any of my OPEX assumptions out of whack with historical trends Is my cash flow tie with balance sheet correct"
X Link 2026-01-28T12:52Z 24K followers, [----] engagements

"Going into EPS season. who has done their FX math A real dirty EPS trade is looking for major translation tailwinds (and headwinds) vs consensus . these names usually get big AH moves as people scramble to figure out the deltas"
X Link 2026-01-28T14:15Z 24.1K followers, [----] engagements

"@borker @hoosier_to Did you try the risk model Look at Factor Loadings Also Factor Deep Dive has top and bottom correlations Whats your main use case"
X Link 2026-01-29T10:54Z 24.1K followers, [--] engagements

"LIQUIDATION NATION mid 1/29: 🩸🩸🩸🩸🩸🩸 LO's puking Software - top [--] worst days in history- -4z Move in SaaS GOLD/Silver reversal candle energy bid on STRAIT speculation Top [--] worst days in SaaS history. One of my good friends a partner at a large fund in Boston text me . "reminds me of DATA/SPLK in 2016". just price insensitive sellers everywhere all morning. Jefferies out saying "10:1" sellers. Honestly this is where stock pickers get to earn their month/quarter/year. all that work you have done time to be a gangster (or just sit on your hands)."
X Link 2026-01-29T16:59Z 24.1K followers, 15.2K engagements

"LIQUIDATION NATION eod 1/29: software investors quit the sector today RIP 💀💀 +30% spread LOW Quality v SaaS in January HISTORIC BTC bludgeoned semis power higher UNSTOPPABLE is the sentiment energy quiet PAIN trade all month LIQUIDATION NATION mid 1/29: 🩸🩸🩸🩸🩸🩸 LO's puking Software - top [--] worst days in history- -4z Move in SaaS GOLD/Silver reversal candle energy bid on STRAIT speculation Top [--] worst days in SaaS history. One of my good friends a partner at a large fund in https://t.co/tkuC9m4dXd LIQUIDATION NATION mid 1/29:"
X Link 2026-01-29T21:05Z 24.1K followers, [----] engagements

"$NOW peak almost 1yr to the day"
X Link 2026-01-29T23:52Z 24.1K followers, [----] engagements

"@atelicinvest There are no mistakes vibe coding. Just more tokens to fix it"
X Link 2026-01-30T11:41Z 24.1K followers, [---] engagements

"Two specialists I know best in industry 10x mid cycle or 6-8x peak is how they are thinking about this gigacycle Question is now what is the mid cycle EPS # Do some math. can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd can someone please explain how selling commoditized RAM sticks are worth 10x revenue short $SNDK https://t.co/RPNUGZlxvd"
X Link 2026-01-30T11:48Z 24K followers, 17.5K engagements

"@TheJinKang buy side whispers are double that(). I don't know. I'm not in the weeds here on the fundamental side anymore"
X Link 2026-01-30T13:34Z 24.1K followers, [---] engagements

"@TheJinKang People are dragging right in excel at moment. You are being too rational :)"
X Link 2026-01-30T13:42Z 24.1K followers, [---] engagements

"LIQUIDATION NATION eod 1/30: semi reversal Software kicked in the grave SILVER slaughtered Warsh wrecking Feels like we have run through [--] different economic cycles in [--] month. Some Factor highlights for you: - Quality Pair: -10% mtd . one of the worst months on record - HIGH VOL: mtd style factor winner . peaked mid teens finished +9% - SaaS Factor: -20% - Value sneakily +4.5% beating SPX and QQQ - Negative Revision Positive Revisions +3.5% *will do a more comprehensive January [----] post this weekend Rest up. Plan up. Pray up. LIQUIDATION NATION mid 1/30: *lions & tigers"
X Link 2026-01-30T21:43Z 24K followers, 19K engagements

"This is called the TURKEY CHART"
X Link 2026-01-31T00:39Z 24K followers, [----] engagements

"@DratchCap @sarahdingwang @eriktorenberg Now do $SNDK"
X Link 2026-01-31T01:03Z 24.1K followers, [---] engagements

"@MarceloLima ASML ate the NOW multiple"
X Link 2026-01-31T12:24Z 24K followers, [---] engagements

"@joinyellowbrick Vibes bro. Vibes"
X Link 2026-01-31T12:34Z 24K followers, [---] engagements

"My G Wagon Factor is also crashing manage risk LIQUIDATION NATION $SLV edition: Wild looking at the data this am. piecing it together but looks like mass hysteria hit the bid Monday with inflows to get giga wrecked. Liquidation Nation takes no prisoners. *I have retail accumulating $25bn of SLV/GLD over last 12m with LIQUIDATION NATION $SLV edition: Wild looking at the data this am. piecing it together but looks like mass hysteria hit the bid Monday with inflows to get giga wrecked. Liquidation Nation takes no prisoners. *I have retail accumulating $25bn of SLV/GLD over last 12m with"
X Link 2026-01-31T16:14Z 24K followers, 10.2K engagements

"Who wants the LIQUIDATION NATION BTC crypto title for Monday Most creative gets it"
X Link 2026-01-31T19:12Z 24K followers, [----] engagements

"@tarun_kalra Crypto bros saw this tweet and hit the eject button"
X Link 2026-01-31T20:10Z 24K followers, [---] engagements

"@signal2noisebtc REKT is right"
X Link 2026-01-31T20:51Z 24K followers, [---] engagements

"@lokoyacap Whats your $SNDK eps number at now"
X Link 2026-01-31T22:54Z 24K followers, [----] engagements

"@bucketshopcap Its so early. I was telling my family at dinner what I can do with it. They looked at me and laughed"
X Link 2026-02-01T23:20Z 24.1K followers, [----] engagements

"@humblecuriositi Stay away from OpenBot or whatever the impersonation agent is. Its a security nightmare. CLAUDE CODE is the future"
X Link 2026-02-02T01:00Z 24.1K followers, [--] engagements

"@humblecuriositi Just so we are talking about the same thing CLAWDBOT now called OpenClaw this is an open source agent repo. Dont use any of it. Its not secure. Claude Code is a coding agent by Anthropic. Industry leading. Two very different things"
X Link 2026-02-02T01:05Z 24.1K followers, [---] engagements

"@macrocephalopod BlackBerry"
X Link 2026-02-02T17:37Z 24.1K followers, [---] engagements

"LIQUIDATION NATION eod 2/2: "The Big Crypto Warshout" ty @frothyassets rolling blow ups continues with CRYPTO.whats next software held in for [--] minutes today to get mercilessly soldewww energy / nat gas smoked memory networking continue where they left off.roofin' "what was up with $HOOD today" As always. manage risk. *REMEMBER: Macro Pulse is adjustable. play around with it in the app https://twitter.com/i/web/status/2018430217136505146 https://twitter.com/i/web/status/2018430217136505146"
X Link 2026-02-02T21:03Z 24.1K followers, [----] engagements

"SaaSmageddon 2.0"
X Link 2026-02-03T14:55Z 24.2K followers, [----] engagements

"LIQUIDATION NATION mid 2/3: M-A-Y-H-E-M software bloodbath 2.0 cyclicals SCREAM vs Tech dump Outliers Today: - Most Shorted +115bp - Quality Pair -335bp - HF Unwind Index -230bp - SaaS vs Semis -530bp - Growth v Beta Cyclicals -300bp RUN IT HOT ACCELERATING . play around with MACRO PULSE"
X Link 2026-02-03T17:09Z 24.2K followers, 23.5K engagements

"@AggieCapitalist Yea. Market saying those are coming down If not the case thats the OPP"
X Link 2026-02-03T22:22Z 24.2K followers, [----] engagements

"LIQUIDATION NATION mid 2/4: Momentum MASSACRE HIGH VOL vaporized *value +5z move *Momentum -4z move *software unwind near peak hysteria of "death" Thursday: Software schlacking (Day 1) Friday: Metals massacre Weekend: Crypto crushed Tuesday: Software (Day 2) Wednesday: Semis / Memory smoked Manage risk. https://twitter.com/i/web/status/2019095231505846395 https://twitter.com/i/web/status/2019095231505846395"
X Link 2026-02-04T17:06Z 24.2K followers, 31.1K engagements

"@rizz_riley_ I think a natural cleansing from bloated orgs and wasteful spend"
X Link 2026-02-05T01:12Z 24.2K followers, [---] engagements

"@BucknSF Thats the battle line to figure out"
X Link 2026-02-05T01:48Z 24.2K followers, [---] engagements

"@paul_r_thompson 💯 Maybe its a wink and nod culture thing. Makes me sick"
X Link 2026-02-05T02:15Z 24.2K followers, [--] engagements

"LIQUIDATION NATION mid 2/5: VAR shock Day 3 HIGH VOL winners -5% VIX peaked at [--] (so far) Quality making a comeback* Market* trying to say "PEAK AI CAPEX". do you agree That's the battleline right now. where the money rest of year will be made. Do a favor and check in on your crypto bull friends Macro Pulse: Defensive / Deflationary. https://twitter.com/i/web/status/2019458762751312005 https://twitter.com/i/web/status/2019458762751312005"
X Link 2026-02-05T17:11Z 24.2K followers, [----] engagements

"LIQUIDATION NATION eod 2/5: VAR SHOCK DAY [--]. wow AMZN down big before call. Jassy come on save tech HIGH VOL violence cont software another monster leg lower on OPUS4.6 Datacenter NEO-clouds are in trouble CRYPTO dead dead . -13% liquidated mixed prints overall tonight. buckle up LIQUIDATION NATION mid 2/4: Momentum MASSACRE HIGH VOL vaporized *value +5z move *Momentum -4z move *software unwind near peak hysteria of "death" Thursday: Software schlacking (Day 1) Friday: Metals massacre Weekend: Crypto crushed Tuesday: Software (Day 2) Wednesday:"
X Link 2026-02-05T21:40Z 24.2K followers, [----] engagements

"@TheStalwart Counterpoint is this is a monster expense lever for software companies. Margins to the moon. Many overspent. Time to get lean"
X Link 2026-02-06T11:53Z 24.2K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing