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

Jared L Kubin posts on X about $40b, murder, $600bn, debt the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +78%
- X Month XXXXXXXXX +235%
- X Months XXXXXXXXX +115%
- X Year XXXXXXXXX +344%

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

- X Week XX +22%
- X Month XXX +54%
- X Months XXX +62%
- X Year XXX +215%

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

- X Week XXXXXX +6.30%
- X Month XXXXXX +17%
- X Months XXXXXX +58%
- X Year XXXXXX +217%

### CreatorRank: XXXXXX [#](/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 [#](/creator/twitter::129401455/influence)
---

**Social category influence**
[finance](/list/finance)  #3512 [stocks](/list/stocks)  #4642 [technology brands](/list/technology-brands)  X% [exchanges](/list/exchanges)  XXX% [ncaa football](/list/ncaa-football)  XXX% [ncaa basketball](/list/ncaa-basketball)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXX%

**Social topic influence**
[$40b](/topic/$40b) #3, [murder](/topic/murder) #1746, [$600bn](/topic/$600bn) #1, [debt](/topic/debt) #264, [$90b](/topic/$90b) #1, [$305bfloor](/topic/$305bfloor) #1, [$345bmid](/topic/$345bmid) #1, [$375bhigh](/topic/$375bhigh) #1, [faster](/topic/faster) 1%, [save the](/topic/save-the) #714

**Top accounts mentioned or mentioned by**
[@melbz3](/creator/undefined) [@egorbezel](/creator/undefined) [@arya__deniz](/creator/undefined) [@catalysti80385](/creator/undefined) [@cessnadriver50](/creator/undefined) [@geoffreykarren](/creator/undefined) [@willcompton](/creator/undefined) [@aryadeniz](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@atelicinvest](/creator/undefined) [@dthomasstealth](/creator/undefined) [@ihavedumbtakes](/creator/undefined) [@dragonslav](/creator/undefined) [@lokoyacap](/creator/undefined) [@shorttermanswer](/creator/undefined) [@grok](/creator/undefined) [@eigenvoid](/creator/undefined) [@agnostoxxx](/creator/undefined) [@onodacapital1](/creator/undefined) [@blacklioncta](/creator/undefined)

**Top assets mentioned**
[Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts [#](/creator/twitter::129401455/posts)
---
Top posts by engagements in the last XX hours

"LIQUIDATION NATION 10/13 : "Get to da Choppa" *3std pain machine **does look like some books got LIQUIDATED today ***spreads blowing back out - GS HF INDEX -XXX on day & now -XX% mtd (worse() than fall of 2020 with vaccine news) - Shorted Stonks +510bp - High Vol +800() now +75% ytd - Value -325bp today and -XX% ytd"  
[X Link](https://x.com/JaredKubin/status/1977828702009393555) [@JaredKubin](/creator/x/JaredKubin) 2025-10-13T20:08Z 17K followers, 161.8K engagements


"When Im XX this is where I will go in my dreams.Friday night pizza and Despicable Me X (we are still working on the presentation)"  
[X Link](https://x.com/JaredKubin/status/1979304592237006889) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T21:52Z 17K followers, 30.4K engagements


"Stat of Day: $RGTI ($13bn cap) traded more dollar weighted volume than $AVGO ($1.6T)"  
[X Link](https://x.com/JaredKubin/status/1974287196216545331) [@JaredKubin](/creator/x/JaredKubin) 2025-10-04T01:35Z 16.8K followers, 7821 engagements


"Man read the room smh just as bad as the fake Substack sellers. Honestly its platforms like yours offering 50x leverage and these social media GRIFTERS that should be on the hot seat. Everyone that lost money they paid their penalty. FURUs are next"  
[X Link](https://x.com/JaredKubin/status/1976968968918467008) [@JaredKubin](/creator/x/JaredKubin) 2025-10-11T11:11Z 16.5K followers, 19.2K engagements


"@dalibali2 @MartinShkreli 🤣🤡"  
[X Link](https://x.com/JaredKubin/status/1978182266888040513) [@JaredKubin](/creator/x/JaredKubin) 2025-10-14T19:32Z 16.5K followers, XXX engagements


"@pierpointguy @mag_pl Yea what i thought"  
[X Link](https://x.com/JaredKubin/status/1978545293831405950) [@JaredKubin](/creator/x/JaredKubin) 2025-10-15T19:35Z 16.6K followers, XXX engagements


"@EgorBezel I agree they have been so against now for. You have been in many business strategy meanings what does that imply to you"  
[X Link](https://x.com/JaredKubin/status/1978802196247417295) [@JaredKubin](/creator/x/JaredKubin) 2025-10-16T12:36Z 16.9K followers, XXX engagements


"@sprainhill Raising kids not couches"  
[X Link](https://x.com/JaredKubin/status/1978848677658603644) [@JaredKubin](/creator/x/JaredKubin) 2025-10-16T15:41Z 16.8K followers, XX engagements


"@frothyassets Dang. Its 14pts I meant was rushing. Yes 14pts and X% in X day. Good to have you in Liquidation Nation"  
[X Link](https://x.com/JaredKubin/status/1979299115352629391) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T21:30Z 17K followers, 1032 engagements


"Risk Reality Check: The Two Sided Blade Imagine in 2026 the markets a volatile swing machinevol spikes launching AI plays XXX% on hype waves then slamming them with -XX% drops retail crowds surfing zero day peaks before whales dump on insider edges blue chips swinging wild from policy shocks post VOL regime change. Gone is 2025s smoother ride; now its relentless euphoria bursts and vol collapses pushing VIX to 50+ often making risk management your core survival kit for threats in markets or life while pursuing goals. Risk management goes beyond downside VOLits upside capture too as COVID era"  
[X Link](https://x.com/JaredKubin/status/1978094354976620659) [@JaredKubin](/creator/x/JaredKubin) 2025-10-14T13:43Z 17K followers, 6938 engagements


"Updated OAI Generational AI CAPEX Run (v5 GRAPHIC) *Best Guess: $600bn needed with Equity / Debt & Revenue *Scenario 1: Small Replace Gaps vs $40B/$90B sources: $305B(floor) $345B(mid) $375B(high) *Scenario 2: Additive Gaps vs $40B/$90B sources: $565B(floor) $605B(mid) $635B(high)"  
[X Link](https://x.com/JaredKubin/status/1978256190644556080) [@JaredKubin](/creator/x/JaredKubin) 2025-10-15T00:26Z 17K followers, 45.1K engagements


"OAI & TSM: two new incremental pieces to the mosaic this week as I am back and catching up . no conclusions just more questions. 1) Where is all the TSM CAPEX My very smart CIO friend asked me this. he has covered TSM for 15+ yrs. So I will ask you all. where is all the CAPEX spend Just conservative why *TSMC FY25 CapEx $4042B; 1020% to advanced packaging (incl. CoWoS). Front-/back-end remain tight; packaging adds through 2026 (TSMC + OSAT AZ). N2 vol-prod Q425; N2P & A16 2H26 2) OAI pivoting to more advertising and adult content. Whenever a management team pivots in a short period of time."  
[X Link](https://x.com/JaredKubin/status/1978799026511241528) [@JaredKubin](/creator/x/JaredKubin) 2025-10-16T12:23Z 17K followers, 54.7K engagements


"For everyone following LIQUIDATION NATION . factors are becoming a hot topic. here is how I see the "factor landscape" *going to be a bigly update today post close looking at the action today"  
[X Link](https://x.com/JaredKubin/status/1979243379402605048) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T17:49Z 17K followers, 7344 engagements


"@FundamentEdge Thanks brother. And tune in for me & Brett talking intersection of GENAI and Finance in a couple weeks"  
[X Link](https://x.com/JaredKubin/status/1979332057517166681) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T23:41Z 17K followers, 1041 engagements


"Excellent all around. TLDR: Humans are creative and LLMs are not but we know this means nothing more than big R&D projects are needed to look at AI in diff innovative ways I have this long running note in my phone called The Illusion of Ai the current tech just needs to be understood for what it is (Im obv very bullish on AI and can at the same time question the CAPEX numbers) Books & synthetic data is an interesting angle. I never thought of books as prompts that spark active creative engagement in humans.reflection discussion synthesis.makes sense. LLMs currently are stuck in a more"  
[X Link](https://x.com/JaredKubin/status/1979499421776667012) [@JaredKubin](/creator/x/JaredKubin) 2025-10-18T10:46Z 17K followers, 19.4K engagements


"I did X rounds of interviews with BW. It was an experience X. Dinner - seemed normal enough I had no idea what to expect. Was at the top restaurant in Cambridge anything we wanted. As a starving MBA was a highlight. Invited to a debate after. X. X person debate. Objective was bring a controversial topic to debate. X I remember - is the illusion of choice limiting for humans - kill X person to save 1m people - mine should the government regulate the internet I love debate and dont take much personal was intense and fun. X. I was then passed on to a psychologist in Canada Asked me a serious of"  
[X Link](https://x.com/JaredKubin/status/1979502392677646532) [@JaredKubin](/creator/x/JaredKubin) 2025-10-18T10:58Z 17K followers, 365.5K engagements


"@BulletProofMus1 Haha What was the measuring the brain stuff about Real or just a stupid test"  
[X Link](https://x.com/JaredKubin/status/1979508649400954967) [@JaredKubin](/creator/x/JaredKubin) 2025-10-18T11:23Z 17K followers, 6157 engagements


"@EgorBezel Bingo"  
[X Link](https://x.com/JaredKubin/status/1979518935323287756) [@JaredKubin](/creator/x/JaredKubin) 2025-10-18T12:04Z 17K followers, XXX engagements


"OAI on a generational AI CAPEX RUN: Sources: SoftBank equity: +$40B Next raise + IPO +$50B Uses: CoreWeave compute: $22B Oracle DC lease: $30B/yr NVIDIA infra (leasing model): $100B over time Windsurf M&A: $3B io / hardware acquisition: $6.5B Statsig acquisition: $1.1B Samsung / SK Hynix fab (900k wafers/yr): $67B Stargate ambition: up to $500B (multi-year) MSFT profit share 👉 $100B in vs $700B+ out over next few years 🧐 *(some deals are layered leased or stock-based so actual cash burn may lag it seems)* What did I miss doing some iPhone math"  
[X Link](https://x.com/JaredKubin/status/1973568397255364806) [@JaredKubin](/creator/x/JaredKubin) 2025-10-02T01:59Z 16.9K followers, 10.3K engagements


"$ORCL questions top of mind: *seems very early to be jumping to conclusions X. FIRST PRINCIPLES: Is this an ORCL issue or an industry issue X. ORCL issue: is this timing & just a mismatch of expenses / Revenue Did OCI CFO structure deals that pull cash burn forward X. ORCL issue: what are utilization rate trends X. ORCL issue: Contract mix. usage or take-or-pay (any price resets) X. ORCL issue: why such a big discrepancy between ORCL and CRWV GMs (for my fundamental guys) X. ORCL issue: are these supposed margins after power networking and D&A X. Industry issue: are switching costs soooo low."  
[X Link](https://x.com/JaredKubin/status/1975619545013407841) [@JaredKubin](/creator/x/JaredKubin) 2025-10-07T17:49Z 17K followers, 22.3K engagements


"@RealJimChanos from an accounting standpoint how would you get to the true profitability of these neoclouds Is the easy answer just look at FCF and dont bother normalizing income statement for faster depreciation Look for EBIT : FCF changes CAPEX acceleration"  
[X Link](https://x.com/JaredKubin/status/1976599073991045619) [@JaredKubin](/creator/x/JaredKubin) 2025-10-10T10:41Z 17K followers, 1013 engagements


"Its insane to me these buyouts how did this happen Forget the Gold and zero Rev company bubble Buyout Bubble"  
[X Link](https://x.com/JaredKubin/status/1977689303166976085) [@JaredKubin](/creator/x/JaredKubin) 2025-10-13T10:54Z 17K followers, 5485 engagements


"Its a good point. lets figure it out. what does that imply to me *pricing tailwinds of 5-10% on 3nm/5nm nodes for short-term revenue. growth hinges on existing capacity rather than rapid expansion *great for short term margins *tells me a lot of the CAPEX SUPER CYCLE will be longer in timeline (rather than shorter booms) Lets keep working on the math / timeline"  
[X Link](https://x.com/JaredKubin/status/1978807919878480086) [@JaredKubin](/creator/x/JaredKubin) 2025-10-16T12:59Z 17K followers, 1965 engagements


"Investor Manifesto Pt2: VIBE IS KING Nine months after the 2025 manifesto the tape feels like it is moving at 3x speed. SPACs are rising from the graveyard. AI spec energy plays are +1000%. Once laughed at future revenue metrics are moving mega caps $100s of billions in a day. My timeline is full of X figure levered retail screenshots. The casino is open chips feel free and the crowd thinks they cannot lose. This is what a blow off top feels like in real time. Modern Portfolio Theory is dead. The textbooks are lit on fire. Comps are irrelevant. Those clinging to P/E ratios and hiding in"  
[X Link](https://x.com/JaredKubin/status/1969378527771304178) [@JaredKubin](/creator/x/JaredKubin) 2025-09-20T12:30Z 17K followers, 130.2K engagements


"LIQUIDATION NATION 10/10: "THIS.IS.SPARTA" *murder on the dance floor edition *while private credit and oil were getting rinsed all week. high vol and p&l screenshot HUBRIS hit a fever pitch culminating Friday * all it took was one tweet - remember that . VARIANT VIEWS + RISK MANAGEMT = FREEDOM - GS HF index: broke a historic losing streak +81bp - Low quality: -440bp today - High VOL: -450bp today - Drones: -550bp today - Small Cap E&P: -650() - AI Semis: -655() - Software vs Semis: +300()"  
[X Link](https://x.com/JaredKubin/status/1976742872339878067) [@JaredKubin](/creator/x/JaredKubin) 2025-10-10T20:13Z 17K followers, 137.8K 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 -XX% mtd - "cheap" names +165bp & -100bp mtd - Low Quality +155bp & +1100bp() mtd - AI Semis -350bp today -Airlines +400bp - Crowded Longs vs Shorts -XXX today"  
[X Link](https://x.com/JaredKubin/status/1978191983689470150) [@JaredKubin](/creator/x/JaredKubin) 2025-10-14T20:11Z 17K followers, 72.2K engagements


"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 chart) ***unwind INDEX hitting ytd lows as Low Quality & VOL go parabolic at rolling 4+ Sharpes - **9-1-1** GS hf index -370bp today & now -18%mtd() - high VOL +180 today & now +180%() off the march pause day - low quality +120 today & now +35% ytd (crushing the index) - Minerals taking breather today -400bp - upside risk UPSIDING +200bp & now +13% mtd & XX% ytd"  
[X Link](https://x.com/JaredKubin/status/1978554996208648210) [@JaredKubin](/creator/x/JaredKubin) 2025-10-15T20:14Z 17K followers, 62.7K engagements


"Im first to admit anything I post could be wrong its my latest thinking which I catalogue so people can see the evolution of my thoughts. Everyone always just wants the answer. In fact I hope people comment with correct info so I can course correct faster. TLDR: whenever you see a monster claim just do some iPhone math That being said I think the @FT is wrong and misleading. The OpenAI Broadcom announcement is a multi-year program to codesign and deploy up to XX GW of custom AI accelerators starting 2H26 through 2029. Financials werent disclosed. Thats a capacity target not a single PO for 10"  
[X Link](https://x.com/JaredKubin/status/1978564938550665461) [@JaredKubin](/creator/x/JaredKubin) 2025-10-15T20:53Z 17K followers, 8551 engagements


"1. Strategy: I would use quant tools to help identify regimes and structural shifts in the market A. Get really good at pandas B. Get data sources & become good at infrastructure builds C. Focus on identifying causal relationships and proving them statistically Bonus: think more in 6-12 month chunks X. Tactics: Once I identify those refined and shifts I would look at what worked and didnt work historically. Then I would do a lot of discretionary work around matching themes with regimes identified X. Risk: Manage risk with quant process Tie together quant tools for analysis + discretionary"  
[X Link](https://x.com/JaredKubin/status/1978994677543002115) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T01:21Z 17K followers, 1754 engagements


"LIQUIDATION NATION 10/17: We Aint In The Prisoner-Takin Business" *overnight puke - Tariffs are "unsustainable" kick save **BTC / risk assets the big outliers this week (gross) ***Atlanta FED accelerating as credit fears ding Fins - GS HF Index +255bp today and +14% in X days after hitting 52w low wednesday - HIGH VOL -300bp today and -800bp last X days - Drones / Nat Security /Mining / Unprofit Tech all -500bp - Value & Quality +150bp today after Quality hitting XX yr lows - Quantum & Nuclear both nuked today Buckle those chinstraps for next week"  
[X Link](https://x.com/JaredKubin/status/1979280594686103878) [@JaredKubin](/creator/x/JaredKubin) 2025-10-17T20:17Z 17K followers, 82.6K engagements


"Ole Miss is cooked now this is like a HF manager posting a pic of his P&L or new car he just bought"  
[X Link](https://x.com/JaredKubin/status/1979592283302265260) [@JaredKubin](/creator/x/JaredKubin) 2025-10-18T16:55Z 17K followers, 55.4K engagements