# ![@JaredKubin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::129401455.png) @JaredKubin Jared L Kubin

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

### Engagements: [------] [#](/creator/twitter::129401455/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::129401455/c:line/m:interactions.svg)

- [--] Week [-------] -32%
- [--] Month [---------] -2.50%
- [--] Months [----------] +352%
- [--] Year [----------] +382%

### Mentions: [--] [#](/creator/twitter::129401455/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::129401455/c:line/m:posts_active.svg)

- [--] Week [--] -32%
- [--] Month [---] +27%
- [--] Months [---] +227%
- [--] Year [---] +183%

### Followers: [------] [#](/creator/twitter::129401455/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::129401455/c:line/m:followers.svg)

- [--] Week [------] +0.04%
- [--] Month [------] +2.90%
- [--] Months [------] +83%
- [--] Year [------] +174%

### CreatorRank: [-------] [#](/creator/twitter::129401455/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::129401455/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35% [technology brands](/list/technology-brands)  15% [stocks](/list/stocks)  11% [cryptocurrencies](/list/cryptocurrencies)  7% [social networks](/list/social-networks)  3% [products](/list/products)  2% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1% [countries](/list/countries)  1% [musicians](/list/musicians)  1%

**Social topic influence**
[ai](/topic/ai) 13%, [crypto](/topic/crypto) 9%, [software](/topic/software) #1300, [history](/topic/history) 5%, [future](/topic/future) #2340, [we are](/topic/we-are) 4%, [trade](/topic/trade) 4%, [anthropic](/topic/anthropic) 3%, [$u](/topic/$u) #139, [if you](/topic/if-you) 3%

**Top accounts mentioned or mentioned by**
[@aahanprometheus](/creator/undefined) [@william_r2rclub](/creator/undefined) [@firstadopter](/creator/undefined) [@benkizemchuk](/creator/undefined) [@brandvsdemand](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@jaredsleeper](/creator/undefined) [@0xjolly](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@buccocapital](/creator/undefined) [@coreywriting](/creator/undefined) [@bucketshopcap](/creator/undefined) [@macropotamus](/creator/undefined) [@humblecuriositi](/creator/undefined) [@frothyassets](/creator/undefined) [@bucknsf](/creator/undefined) [@45thcap](/creator/undefined) [@ihavedumbtakes](/creator/undefined) [@arya__deniz](/creator/undefined) [@pedsaif](/creator/undefined)

**Top assets mentioned**
[Unity Software Inc. (U)](/topic/$u) [Sandisk Corporation (SNDK)](/topic/$sndk) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Roblox Corp. (RBLX)](/topic/$rblx) [Freshworks Inc. (FRSH)](/topic/$frsh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Dynatrace, Inc. (DT)](/topic/$dt) [Fastly, Inc. (FSLY)](/topic/$fsly) [CatCoin (CAT)](/topic/$cat) [SaaSGo (SAAS)](/topic/$saas)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/JaredKubin/status/2021658500146028889)  2026-02-11T18:52Z 24.2K followers, 12.8K engagements


"@JaredSleeper ALSO has exposure to ANTHROPIC which I think you need to strip out for a true apples to apples comp"  
[X Link](https://x.com/JaredKubin/status/2022694652600844631)  2026-02-14T15:29Z 24.2K followers, [----] 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](https://x.com/JaredKubin/status/2006028297688297475)  2025-12-30T15:43Z 24.2K followers, 615.3K 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](https://x.com/JaredKubin/status/2011590243372449966)  2026-01-15T00:04Z 24.2K followers, [----] engagements


"DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing"  
[X Link](https://x.com/JaredKubin/status/2021213272653934788)  2026-02-10T13:22Z 24.2K followers, [----] engagements


"44. You have [--] choices everyday"  
[X Link](https://x.com/JaredKubin/status/2021265307294188015)  2026-02-10T16:49Z 24.2K followers, [----] engagements


"45. What percentage of your potential do you want"  
[X Link](https://x.com/JaredKubin/status/2021297449424371780)  2026-02-10T18:57Z 24.2K followers, [----] engagements


"3 Ms of AI Destruction: - market cap - margins - multiple"  
[X Link](https://x.com/JaredKubin/status/2021308821017145793)  2026-02-10T19:42Z 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](https://x.com/JaredKubin/status/2021587122675740922)  2026-02-11T14:08Z 24.2K followers, 11.6K 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](https://x.com/JaredKubin/status/2021635827172798627)  2026-02-11T17:21Z 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](https://x.com/JaredKubin/status/1988574173296205883)  2025-11-12T11:46Z 24.2K followers, 1.9M engagements


""RISK MODELS FIT HISTORY. NOT THE FUTURE" *I am writing this LONG post as a precursor to a LIQUIDATION NATION upgrade coming soon. it is meant to provide color and context to investors new to risk models and to give some quants additional things to think about related to GENAI. there are many good resources available here from lifelong pros if you want the math behind this post. If you are new to risk models read the first couple sections and the last section on GENAI. if you are a practitioner send me feedback on where you disagree* TLDR: Risk models explain history and have a tough time"  
[X Link](https://x.com/JaredKubin/status/1992329109448314936)  2025-11-22T20:27Z 24.2K followers, 84.8K engagements


"🚨AI PORTFOLIO RISK ANALYTICS (v1)🚨 LIQUIDATION NATION Today I am releasing AI PORTFOLIO RISK ANALYTICS to the public GenAI is going to transform how we explain and communicate risk. Most platforms show you numbers. They are hard to explain hard to interpret and generally not useful. We are going to show you what those numbers actually mean for your portfolio. This tool is meant to be a "guide and not gospel". AI Analytics is the first of three major upgrades rolling out over the coming weeks. The second is Social. The third is so big I am not ready to talk about it yet. Remember this is a"  
[X Link](https://x.com/JaredKubin/status/1993026774658384253)  2025-11-24T18:39Z 24.2K followers, 141.2K 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](https://x.com/JaredKubin/status/2017282470970888404)  2026-01-30T17:03Z 24.2K followers, 22.4K 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](https://x.com/JaredKubin/status/2017570051461681303)  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](https://x.com/JaredKubin/status/2017705691163582971)  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](https://x.com/JaredKubin/status/2018515417308819476)  2026-02-03T02:42Z 24.2K followers, 10.9K 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](https://x.com/JaredKubin/status/2018733534937014402)  2026-02-03T17:09Z 24.2K followers, 23.5K engagements


"@firstadopter Top [--] worst days Ive seen in [--] yrs for the sector get me out at any price selling"  
[X Link](https://x.com/JaredKubin/status/2018745450757591418)  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](https://x.com/JaredKubin/status/2018795126877999214)  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](https://x.com/JaredKubin/status/2019017817434075414)  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](https://x.com/JaredKubin/status/2019053275727753433)  2026-02-04T14:19Z 24.2K followers, [----] engagements


"SaaSmageddon [---] . "only" a -2z move to start the day today.so far"  
[X Link](https://x.com/JaredKubin/status/2019062875332006261)  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](https://x.com/JaredKubin/status/2019079982543188081)  2026-02-04T16:05Z 24.2K followers, 10.3K 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](https://x.com/JaredKubin/status/2019095231505846395)  2026-02-04T17:06Z 24.2K followers, 31.1K 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](https://x.com/JaredKubin/status/2019165668298633254)  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](https://x.com/JaredKubin/status/2019210176876679322)  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](https://x.com/JaredKubin/status/2019375724579221793)  2026-02-05T11:41Z 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](https://x.com/JaredKubin/status/2019458762751312005)  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](https://x.com/JaredKubin/status/2019526663734759527)  2026-02-05T21:40Z 24.2K followers, [----] engagements


"Direction of next +/-2% from open tomorrow: Ripper 🚀 🚀 Bloodbath 🤮 🤮 Ripper 🚀 🚀 Bloodbath 🤮 🤮"  
[X Link](https://x.com/JaredKubin/status/2019583497250435413)  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](https://x.com/JaredKubin/status/2019586462241460279)  2026-02-06T01:38Z 24.2K followers, 69.2K 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](https://x.com/JaredKubin/status/2019741261339455516)  2026-02-06T11:53Z 24.2K followers, [----] 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](https://x.com/JaredKubin/status/2019764287472824572)  2026-02-06T13:25Z 24.2K followers, 11.2K engagements


"@BrandvsDemand ClaudeCode All the above problems. Need to try new codex"  
[X Link](https://x.com/JaredKubin/status/2019778274075824585)  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](https://x.com/JaredKubin/status/2019820036383215966)  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](https://x.com/JaredKubin/status/2019833293886357680)  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](https://x.com/JaredKubin/status/2019885212361220418)  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](https://x.com/JaredKubin/status/2020570492189467067)  2026-02-08T18:48Z 24.2K followers, [----] engagements


"Looks to me like AirPods competitor and their charging case. Interesting"  
[X Link](https://x.com/JaredKubin/status/2020691413416251406)  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](https://x.com/JaredKubin/status/2020826539278184538)  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](https://x.com/JaredKubin/status/2020849518573453813)  2026-02-09T13:17Z 24.2K followers, 16.8K 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](https://x.com/JaredKubin/status/2020907513760133168)  2026-02-09T17:07Z 24.2K followers, [----] engagements


"@MRatable *CLAWDBOT for the true OGs"  
[X Link](https://x.com/JaredKubin/status/2020928785366053330)  2026-02-09T18:32Z 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](https://x.com/JaredKubin/status/2020929869765542370)  2026-02-09T18:36Z 24.2K followers, 27.7K 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](https://x.com/JaredKubin/status/2020962661974860147)  2026-02-09T20:47Z 24.2K followers, [---] engagements


"@blueprintsmb22 Such a hedge fund bro . free your mind my brother"  
[X Link](https://x.com/JaredKubin/status/2021214927604576509)  2026-02-10T13:29Z 24.2K followers, [---] engagements


"@Arya__Deniz Ill be watching you have a great gut feel brother"  
[X Link](https://x.com/JaredKubin/status/2021217813159887219)  2026-02-10T13:40Z 24.2K followers, [---] engagements


"@bucketshopcap The AI KILLS EVERYTHING Hive Mind shifting here"  
[X Link](https://x.com/JaredKubin/status/2021223853641351251)  2026-02-10T14:04Z 24.2K followers, [----] engagements


"Where are the expectations for NFP tomorrow"  
[X Link](https://x.com/JaredKubin/status/2021254849531109610)  2026-02-10T16:08Z 24.2K followers, [----] engagements


"@macropotamus What do you think about for am"  
[X Link](https://x.com/JaredKubin/status/2021283230813442439)  2026-02-10T18:00Z 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](https://x.com/JaredKubin/status/2021552740888092772)  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](https://x.com/JaredKubin/status/2021554155392004272)  2026-02-11T11:57Z 24.2K followers, [---] 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](https://x.com/JaredKubin/status/2021703681830170863)  2026-02-11T21:51Z 24.2K followers, [---] 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](https://x.com/JaredKubin/status/2021704732641825144)  2026-02-11T21:55Z 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](https://x.com/JaredKubin/status/2021217182382797082)  2026-02-10T13:38Z 24.2K followers, 59.1K engagements


"COWORK for Windows nuking software it seems rolling heat seeking missile"  
[X Link](https://x.com/JaredKubin/status/2021619327787811313)  2026-02-11T16:16Z 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](https://x.com/JaredKubin/status/2021995844376178873)  2026-02-12T17:12Z 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](https://x.com/JaredKubin/status/2022015871003353462)  2026-02-12T18:32Z 24.2K followers, 13.6K 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](https://x.com/JaredKubin/status/2022120662530470286)  2026-02-13T01:28Z 24.2K followers, 15.6K 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](https://x.com/JaredKubin/status/2022130079510528466)  2026-02-13T02:05Z 24.2K followers, 20.2K 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](https://x.com/JaredKubin/status/2022313719821181043)  2026-02-13T14:15Z 24.2K followers, [----] engagements


"@RealJimChanos Feels like the last bit of liquidity trying to be extracted from the cycle"  
[X Link](https://x.com/JaredKubin/status/2022452689289007133)  2026-02-13T23:27Z 24.2K followers, [----] engagements


"The best version of you honors Him"  
[X Link](https://x.com/JaredKubin/status/2022787565691244831)  2026-02-14T21:38Z 24.2K followers, [----] engagements


"Getting word the OAI raise is $100bn at $725bn-ish valuation"  
[X Link](https://x.com/JaredKubin/status/2022369506085962183)  2026-02-13T17:57Z 24.2K followers, 84.9K 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](https://x.com/JaredKubin/status/2022430565043937561)  2026-02-13T21:59Z 24.2K followers, [----] engagements


"@pmje73 People think software is getting a hard reset just wait for AI in Education"  
[X Link](https://x.com/JaredKubin/status/2022692954188714294)  2026-02-14T15:22Z 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](https://x.com/JaredKubin/status/2022788782584447406)  2026-02-14T21:43Z 24.2K followers, [----] engagements


"2025 Investor Manifesto: Variant Views + Changes in Vol Throw out everything you have read in textbooks. Throw out history heuristics. Throw out comps. Just torch it all. Modern Portfolio Theory is dead. Hubris is the downfall of mankind. Hubris in investing is being static. Not being curious. Not continually searching for upgrades to your process. This is expensive. This is dumb. I only invest in quality companies. Hubris is saying my process is perfect and it doesnt need to change. Those people are dead man walking. I see lots of crying on X about TRUMP Coin. Why It doesnt make sense."  
[X Link](https://x.com/JaredKubin/status/1880991899617485056)  2025-01-19T14:53Z 24K followers, 220.5K engagements


"you are seeing history. a [--] Z SCORE move That is [--] x 10-16"  
[X Link](https://x.com/JaredKubin/status/1883921977498538335)  2025-01-27T16:56Z 24K followers, 94.5K engagements


"Never leaving FINTWIT"  
[X Link](https://x.com/JaredKubin/status/1953512466018914362)  2025-08-07T17:44Z 24K followers, 74.5K engagements


"ALL asset managers / hedge funds should only make performance fees with returns (-) expenses over the S&P500 what controversial opinion will have you in this position https://t.co/WpoHpZmmF0 what controversial opinion will have you in this position https://t.co/WpoHpZmmF0"  
[X Link](https://x.com/anyuser/status/1985081838063267959)  2025-11-02T20:29Z 24.2K followers, 152.4K engagements


"BULL CASE: $200bn in Revenue"  
[X Link](https://x.com/JaredKubin/status/1995222272060350963)  2025-11-30T20:03Z 24.2K followers, [---] engagements


"BASE CASE: $125bn in Revenue"  
[X Link](https://x.com/JaredKubin/status/1995222274488860729)  2025-11-30T20:03Z 24.2K followers, [---] engagements


"Keith at MS out nuking the $ORCL EPS number. wow. FY30 EPS to $10.65 vs Guide of $21 (his work) Overlay this cut with stock price. that's how the big Fundamental guys think. This is prob well known in the deep sector focused guys $ORCL questions top of mind: *seems very early to be jumping to conclusions [--]. FIRST PRINCIPLES: Is this an ORCL issue or an industry issue [--]. ORCL issue: is this timing & just a mismatch of expenses / Revenue Did OCI CFO structure deals that pull cash burn forward [--]. ORCL $ORCL questions top of mind: *seems very early to be jumping to conclusions [--]. FIRST"  
[X Link](https://x.com/JaredKubin/status/2014696470499217770)  2026-01-23T13:47Z 24.1K followers, 87.4K engagements


"Shift in reserve currencies accelerating. Wonder if the freezing of Russian central bank reserves set off the panic across the globe Macro guys prob have view here Either way A) debasement trade continues then hard assets/equities make sense nominally B) confidence follows this chart well we dont want this scenario *WHY fed chair is so important coming up. this person + Bessent will have to make some choices MARKETS consensus view to me seems to be heavily discounting dovish FED accelerating debasement NOMINAL returns tailwinds People confusing themes sectors factors stock picking last 3"  
[X Link](https://x.com/JaredKubin/status/2015040041945616425)  2026-01-24T12:32Z 24K followers, 10.3K engagements


"Anthropic just dropped a Claude Excel plugin. The grunt work that ate your nights & weekends gone. The old SAC modeling test Irrelevant. *it took me [--] months to teach myself investment banking and PE hardcore modeling many years ago. [--] months to minutes just got compressed If you think about it.the junior who pulled an all nighter perfecting a debt waterfall that WAS the job. Now the waterfall builds itself. Who cares about #REF circular errors when the real question is whether the structure even makes sense. goodbye middle level VPs My software barbell thesis shows up here too The PM with 25"  
[X Link](https://x.com/JaredKubin/status/2015393685647622564)  2026-01-25T11:57Z 24.1K followers, 262.8K engagements


"@DragulaCapital @rev_cap @ShanuMathew93 Games just changing. Adaption required. I personally think its going to help experienced investors productivity boom of focus on the important stuff"  
[X Link](https://x.com/JaredKubin/status/2015458959579087172)  2026-01-25T16:17Z 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](https://x.com/JaredKubin/status/2016515417259245922)  2026-01-28T14:15Z 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](https://x.com/JaredKubin/status/2017352986532454673)  2026-01-30T21:43Z 24K followers, 19K engagements


"@MarceloLima ASML ate the NOW multiple"  
[X Link](https://x.com/JaredKubin/status/2017574747509268763)  2026-01-31T12:24Z 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](https://x.com/JaredKubin/status/2017632506434965517)  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](https://x.com/JaredKubin/status/2017677400331448654)  2026-01-31T19:12Z 24K followers, [----] engagements


"@tarun_kalra Crypto bros saw this tweet and hit the eject button"  
[X Link](https://x.com/JaredKubin/status/2017691896332595649)  2026-01-31T20:10Z 24K followers, [---] engagements


"@lokoyacap Whats your $SNDK eps number at now"  
[X Link](https://x.com/JaredKubin/status/2017733305219604598)  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](https://x.com/JaredKubin/status/2018102093958012941)  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](https://x.com/JaredKubin/status/2018127401885086174)  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](https://x.com/JaredKubin/status/2018128565242302523)  2026-02-02T01:05Z 24.1K followers, [---] engagements


"@macrocephalopod BlackBerry"  
[X Link](https://x.com/JaredKubin/status/2018378180080325041)  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 sold**ewww ***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](https://x.com/JaredKubin/status/2018430217136505146)  2026-02-02T21:03Z 24.1K followers, [----] engagements


"SaaSmageddon 2.0"  
[X Link](https://x.com/JaredKubin/status/2018699836246098314)  2026-02-03T14:55Z 24.2K followers, [----] engagements


"@AggieCapitalist Yea. Market saying those are coming down If not the case thats the OPP"  
[X Link](https://x.com/JaredKubin/status/2018812361692590199)  2026-02-03T22:22Z 24.2K followers, [----] engagements


"@rizz_riley_ I think a natural cleansing from bloated orgs and wasteful spend"  
[X Link](https://x.com/JaredKubin/status/2019217413901087004)  2026-02-05T01:12Z 24.2K followers, [---] engagements


"@BucknSF Thats the battle line to figure out"  
[X Link](https://x.com/JaredKubin/status/2019226519365644609)  2026-02-05T01:48Z 24.2K followers, [---] engagements


"@paul_r_thompson 💯 Maybe its a wink and nod culture thing. Makes me sick"  
[X Link](https://x.com/JaredKubin/status/2019233500122042817)  2026-02-05T02:15Z 24.2K followers, [--] 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](https://x.com/JaredKubin/status/1978191983689470150)  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](https://x.com/JaredKubin/status/1978916622984503397)  2025-10-16T20:11Z 24.2K followers, 70.8K engagements


"Stat of the day: PLTR traded 217m shares (top [--] day) & most $Vol EVER at $34bn (which is just under 10% of mkt cap)"  
[X Link](https://x.com/JaredKubin/status/1958266484901528055)  2025-08-20T20:34Z 24.2K followers, [----] engagements


"Entrepreneurship. Challenges. Struggle. Growth. Leveling up. Some of my favorite things 🧵 🧵"  
[X Link](https://x.com/JaredKubin/status/1907025860521017654)  2025-04-01T11:02Z 24.2K followers, 49.8K engagements

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