[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JaredKubin Jared L Kubin Jared L Kubin posts on X about ai, 6969, history, future the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::129401455/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +512% - X Year XXXXXXXXX +483% ### Mentions: XX [#](/creator/twitter::129401455/posts_active)  - X Month XXX -XX% - X Months XXX +215% - X Year XXX +172% ### Followers: XXXXXX [#](/creator/twitter::129401455/followers)  - X Week XXXXXX +1.30% - X Month XXXXXX +11% - X Months XXXXXX +92% - X Year XXXXXX +195% ### CreatorRank: XXXXXXX [#](/creator/twitter::129401455/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [ncaa football](/list/ncaa-football) **Social topic influence** [ai](/topic/ai), [6969](/topic/6969) #568, [history](/topic/history), [future](/topic/future), [$kss](/topic/$kss) #64, [$hsbc](/topic/$hsbc), [should be](/topic/should-be), [all the](/topic/all-the), [if you](/topic/if-you), [math](/topic/math) **Top accounts mentioned or mentioned by** [@blueprintsmb22](/creator/undefined) [@blacklioncta](/creator/undefined) [@aryadeniz](/creator/undefined) [@cliffordasness](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@willcompton](/creator/undefined) [@altcap](/creator/undefined) [@geoffreykarren](/creator/undefined) [@partnersroad](/creator/undefined) [@dsrprivate](/creator/undefined) [@atoms](/creator/undefined) [@buccocapital](/creator/undefined) [@chosin76](/creator/undefined) [@oofos](/creator/undefined) [@tomford](/creator/undefined) [@lululemon](/creator/undefined) [@logitech](/creator/undefined) [@ankerofficial](/creator/undefined) [@pitakagallery](/creator/undefined) [@overleveredam](/creator/undefined) **Top assets mentioned** [Kohl's Corporation (KSS)](/topic/$kss) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Burlington Stores, Inc. (BURL)](/topic/$burl) ### Top Social Posts Top posts by engagements in the last XX hours "HSBC out yesterday() with WAU graph. You can play with our model here and compare your estimates in the stress tests. As you think about your portfolio for 2026 this should be one of your tools" [X Link](https://x.com/JaredKubin/status/1998364286763372851) 2025-12-09T12:09Z 21.9K followers, 4329 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 21.9K followers, 41.5K 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 21.9K followers, 67.3K engagements "Quick check on what makes up 12m Momentum and what's ripping today. yea about right for 2025" [X Link](https://x.com/JaredKubin/status/1996602864882332157) 2025-12-04T15:29Z 21.9K followers, 35.9K engagements "Adding this to my quant interview question list You have XX years of JLK BLOOMBERG Sports team talent composite scores and game outcomes Some risk manager from a multi strat claims that coaching explains almost no residual variance once you control for talent recruiting rank returning production and injuries. They neutralize in their high leverage model. The Indiana 2025 season is a single data point that looks like a +6 sigma outlier under that model (like some factors this year 2025) Talk to me about whether this is evidence of model misspecification P hacking or the model is just wrong" [X Link](https://x.com/JaredKubin/status/1998107153656160338) 2025-12-08T19:07Z 21.9K followers, 18.2K 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. XX 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 21.9K followers, 1.9M engagements "LIQUIDATION NATION eod 11/26: illiquid circus before 🦃🦃 *LOW QUALITY - RATE RIPPAH - unwinds l/s bros $AAOI @MODG $KSS **Software D/E/A/D Dead. like Dead. ***HF Pain November. just ugly **** TEAM OAI v TEAM TPU . who you got 🔥Check out the ROTATION TOOL. its meant to be used with FACTOR DEEP DIVE and SPREAD BUILDER🔥 Thank you all for the feedback. FINTWIT XXX coming next week. Think a more organized Reddit style . no algo pure meritocracy of post content. a hybrid combo of FINTWIT and your own custom "topic" Managment system. All AI Smart Searchable. Happy Thanksgiving" [X Link](https://x.com/JaredKubin/status/1993789378246680607) 2025-11-26T21:10Z 21.9K followers, 6979 engagements "Being a student of markets I always ask "what helps us understand driving forces in the market". I was looking at the very BRIEF drawdown end of October. and the RIP back. a couple things stand out to me: What held up: -AI theme (ai_datacenter ai ai_power mag7) stayed resilient -High volatility / momentum (winners_vol high_resvol winners) -Stagflation hedges (stagflation_longs positive) -Short squeeze names What got crushed: -Energy (natgas oil) -Homebuilders -Rate defensives -Low volatility / quality The Rip Back (thru yesterday) -Semis exploded (+16%) -High vol meme momentum names led -AI" [X Link](https://x.com/JaredKubin/status/1998393100541006232) 2025-12-09T14:03Z 21.9K followers, 9198 engagements "FACTOR FRIDAY 11/14: Liquidation Nation edition. someone I respect asked me to start a Friday Factor series. lets try it out. To understand and operate in this regime of LIQUIDATION NATION. you need to understand factors. Not factors in the traditional sense.I'm talking about FLOW factors. Positioning factors. What's crowded. What's being puked. What's reversing mean. THE LIQUIDATION SIGNATURE HAS BEEN SCREAMING for weeks (btw look at the NQZ5 volume between 6am-8am today) Here's what's actually happening: THE PUKE: Quantum computing down -XX% this week () Bitcoin miners -XX% AI power plays" [X Link](https://x.com/JaredKubin/status/1989324769288757729) 2025-11-14T13:29Z 21.8K followers, 119.5K engagements "@blueprintsmb22 2026 will be better" [X Link](https://x.com/JaredKubin/status/1996358696381927692) 2025-12-03T23:19Z 21.8K followers, XXX engagements "LIQUIDATION NATION eod 11/25: *consumer ARMAGEDDON $KSS $ANF $BURL unwind blows people out **cyclicals WHIPSAW as AI chokes - N/A/S/T/Y squeeze ***HASSETT in 50bp now **** big Software EPS night. buckle up 🚨MOMENTUM unwind 2nd worst month in X years🚨" [X Link](https://x.com/JaredKubin/status/1993425956510503334) 2025-11-25T21:05Z 21.8K followers, 7541 engagements "LIQUIDATION NATION eow 11/28: Was it an "unwind of the unwind" as shorts run for cover.or a long REWIND to their favorite names. hmmmm. either way the "V" bottom was VIOLENT just as everyone maxes out their PUTS. Typical. The narrative in one sentence: "Sell your vol hedges dump your quality defensives and pile into anything touching AI infrastructure precious metals and high-beta compute plays the market believes the rally has legs and inflation isn't dead." The "Risk On Inflation Hedge AI Infrastructure" Trade: The market has aggressively chased a specific theme. hard assets and AI/compute" [X Link](https://x.com/JaredKubin/status/1994520099357704348) 2025-11-28T21:33Z 21.8K followers, 8708 engagements "If he was really thinking hard - shutdown and divest all the terrible M&A - target X AI company for tech ruthless gutting to fund AI - divest SLACK in a public spin - announce organic growth floor with mgmt comp tied to it - *open source parts of platform to get developers building - target XX% FCF margins DO NOT rename the company" [X Link](https://x.com/JaredKubin/status/1996941891514794464) 2025-12-05T13:57Z 21.8K followers, 5977 engagements "This is in the INTERESTING not ACTIONABLE category. Everyone was wondering why BTC started nuking in Nov XX. This year was a couple weeks earlier. Is BTC the new inflation gauge" [X Link](https://x.com/JaredKubin/status/1997333652003233904) 2025-12-06T15:53Z 21.8K followers, 7574 engagements "@BCalusinski X FACTOR the coach" [X Link](https://x.com/JaredKubin/status/1998110423544184863) 2025-12-08T19:20Z 21.8K followers, XXX engagements "Is this real or AI slop hard to know anymore Anyway there should be a POLYMARKET on Lanes length of time at LSU. Hard to see him making the whole contract length" [X Link](https://x.com/JaredKubin/status/1998397294836883843) 2025-12-09T14:20Z 21.8K followers, 3227 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@JaredKubin Jared L Kubin
Jared L Kubin posts on X about ai, 6969, history, future the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +512%
- X Year XXXXXXXXX +483%
Mentions: XX #
- X Month XXX -XX%
- X Months XXX +215%
- X Year XXX +172%
Followers: XXXXXX #
- X Week XXXXXX +1.30%
- X Month XXXXXX +11%
- X Months XXXXXX +92%
- X Year XXXXXX +195%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance stocks social networks technology brands cryptocurrencies ncaa football
Social topic influence ai, 6969 #568, history, future, $kss #64, $hsbc, should be, all the, if you, math
Top accounts mentioned or mentioned by @blueprintsmb22 @blacklioncta @aryadeniz @cliffordasness @zoomyzoomm @willcompton @altcap @geoffreykarren @partnersroad @dsrprivate @atoms @buccocapital @chosin76 @oofos @tomford @lululemon @logitech @ankerofficial @pitakagallery @overleveredam
Top assets mentioned Kohl's Corporation (KSS) HSBC Holdings PLC (HSBC) Uber Technologies, Inc. (UBER) Abercrombie & Fitch Co. (ANF) Burlington Stores, Inc. (BURL)
Top Social Posts
Top posts by engagements in the last XX hours
"HSBC out yesterday() with WAU graph. You can play with our model here and compare your estimates in the stress tests. As you think about your portfolio for 2026 this should be one of your tools"
X Link 2025-12-09T12:09Z 21.9K followers, 4329 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 2025-11-22T20:27Z 21.9K followers, 41.5K 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 2025-11-24T18:39Z 21.9K followers, 67.3K engagements
"Quick check on what makes up 12m Momentum and what's ripping today. yea about right for 2025"
X Link 2025-12-04T15:29Z 21.9K followers, 35.9K engagements
"Adding this to my quant interview question list You have XX years of JLK BLOOMBERG Sports team talent composite scores and game outcomes Some risk manager from a multi strat claims that coaching explains almost no residual variance once you control for talent recruiting rank returning production and injuries. They neutralize in their high leverage model. The Indiana 2025 season is a single data point that looks like a +6 sigma outlier under that model (like some factors this year 2025) Talk to me about whether this is evidence of model misspecification P hacking or the model is just wrong"
X Link 2025-12-08T19:07Z 21.9K followers, 18.2K 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. XX 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 21.9K followers, 1.9M engagements
"LIQUIDATION NATION eod 11/26: illiquid circus before 🦃🦃 *LOW QUALITY - RATE RIPPAH - unwinds l/s bros $AAOI @MODG $KSS **Software D/E/A/D Dead. like Dead. ***HF Pain November. just ugly **** TEAM OAI v TEAM TPU . who you got 🔥Check out the ROTATION TOOL. its meant to be used with FACTOR DEEP DIVE and SPREAD BUILDER🔥 Thank you all for the feedback. FINTWIT XXX coming next week. Think a more organized Reddit style . no algo pure meritocracy of post content. a hybrid combo of FINTWIT and your own custom "topic" Managment system. All AI Smart Searchable. Happy Thanksgiving"
X Link 2025-11-26T21:10Z 21.9K followers, 6979 engagements
"Being a student of markets I always ask "what helps us understand driving forces in the market". I was looking at the very BRIEF drawdown end of October. and the RIP back. a couple things stand out to me: What held up: -AI theme (ai_datacenter ai ai_power mag7) stayed resilient -High volatility / momentum (winners_vol high_resvol winners) -Stagflation hedges (stagflation_longs positive) -Short squeeze names What got crushed: -Energy (natgas oil) -Homebuilders -Rate defensives -Low volatility / quality The Rip Back (thru yesterday) -Semis exploded (+16%) -High vol meme momentum names led -AI"
X Link 2025-12-09T14:03Z 21.9K followers, 9198 engagements
"FACTOR FRIDAY 11/14: Liquidation Nation edition. someone I respect asked me to start a Friday Factor series. lets try it out. To understand and operate in this regime of LIQUIDATION NATION. you need to understand factors. Not factors in the traditional sense.I'm talking about FLOW factors. Positioning factors. What's crowded. What's being puked. What's reversing mean. THE LIQUIDATION SIGNATURE HAS BEEN SCREAMING for weeks (btw look at the NQZ5 volume between 6am-8am today) Here's what's actually happening: THE PUKE: Quantum computing down -XX% this week () Bitcoin miners -XX% AI power plays"
X Link 2025-11-14T13:29Z 21.8K followers, 119.5K engagements
"@blueprintsmb22 2026 will be better"
X Link 2025-12-03T23:19Z 21.8K followers, XXX engagements
"LIQUIDATION NATION eod 11/25: *consumer ARMAGEDDON $KSS $ANF $BURL unwind blows people out **cyclicals WHIPSAW as AI chokes - N/A/S/T/Y squeeze ***HASSETT in 50bp now **** big Software EPS night. buckle up 🚨MOMENTUM unwind 2nd worst month in X years🚨"
X Link 2025-11-25T21:05Z 21.8K followers, 7541 engagements
"LIQUIDATION NATION eow 11/28: Was it an "unwind of the unwind" as shorts run for cover.or a long REWIND to their favorite names. hmmmm. either way the "V" bottom was VIOLENT just as everyone maxes out their PUTS. Typical. The narrative in one sentence: "Sell your vol hedges dump your quality defensives and pile into anything touching AI infrastructure precious metals and high-beta compute plays the market believes the rally has legs and inflation isn't dead." The "Risk On Inflation Hedge AI Infrastructure" Trade: The market has aggressively chased a specific theme. hard assets and AI/compute"
X Link 2025-11-28T21:33Z 21.8K followers, 8708 engagements
"If he was really thinking hard - shutdown and divest all the terrible M&A - target X AI company for tech ruthless gutting to fund AI - divest SLACK in a public spin - announce organic growth floor with mgmt comp tied to it - *open source parts of platform to get developers building - target XX% FCF margins DO NOT rename the company"
X Link 2025-12-05T13:57Z 21.8K followers, 5977 engagements
"This is in the INTERESTING not ACTIONABLE category. Everyone was wondering why BTC started nuking in Nov XX. This year was a couple weeks earlier. Is BTC the new inflation gauge"
X Link 2025-12-06T15:53Z 21.8K followers, 7574 engagements
"@BCalusinski X FACTOR the coach"
X Link 2025-12-08T19:20Z 21.8K followers, XXX engagements
"Is this real or AI slop hard to know anymore Anyway there should be a POLYMARKET on Lanes length of time at LSU. Hard to see him making the whole contract length"
X Link 2025-12-09T14:20Z 21.8K followers, 3227 engagements