#  @JaredKubin Jared L Kubin Jared L Kubin posts on X about ai, $u, commodities, airpods the most. They currently have [------] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::129401455/interactions)  - [--] Week [-------] +3.90% - [--] Month [---------] -6.40% - [--] Months [----------] +215% - [--] Year [----------] +326% ### Mentions: [--] [#](/creator/twitter::129401455/posts_active)  - [--] Month [---] -4.30% - [--] Months [---] +197% - [--] Year [---] +165% ### Followers: [------] [#](/creator/twitter::129401455/followers)  - [--] Week [------] +0.31% - [--] Month [------] +3% - [--] Months [------] +83% - [--] Year [------] +174% ### CreatorRank: [-------] [#](/creator/twitter::129401455/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 14.04% [technology brands](/list/technology-brands) 12.28% [stocks](/list/stocks) 8.77% [cryptocurrencies](/list/cryptocurrencies) 3.51% [products](/list/products) 3.51% [musicians](/list/musicians) 1.75% [social networks](/list/social-networks) 1.75% [luxury brands](/list/luxury-brands) 1.75% [automotive brands](/list/automotive-brands) 1.75% **Social topic influence** [ai](/topic/ai) 10.53%, [$u](/topic/$u) #37, [commodities](/topic/commodities) #84, [airpods](/topic/airpods) #361, [the new](/topic/the-new) 1.75%, [$clf](/topic/$clf) 1.75%, [bad bunny](/topic/bad-bunny) 1.75%, [$dt](/topic/$dt) 1.75%, [future](/topic/future) 1.75%, [what you](/topic/what-you) 1.75% **Top accounts mentioned or mentioned by** [@brandvsdemand](/creator/undefined) [@william_r2rclub](/creator/undefined) [@benkizemchuk](/creator/undefined) [@aahanprometheus](/creator/undefined) [@firstadopter](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@bucknsf](/creator/undefined) [@coreywriting](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@macropotamus](/creator/undefined) [@bucketshopcap](/creator/undefined) [@frothyassets](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@rizzriley](/creator/undefined) [@paulrthompson](/creator/undefined) [@thestalwart](/creator/undefined) [@buccocapital](/creator/undefined) [@mratable](/creator/undefined) [@jaykreps](/creator/undefined) [@rmdilillo](/creator/undefined) **Top assets mentioned** [Unity Software Inc. (U)](/topic/$u) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Dynatrace, Inc. (DT)](/topic/$dt) [Freshworks Inc. (FRSH)](/topic/$frsh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Roblox Corp. (RBLX)](/topic/$rblx) ### Top Social Posts Top posts by engagements in the last [--] hours "Multiple admin people now. Brace for ugly numbers it seems. More trial balloons" [X Link](https://x.com/JaredKubin/status/2021217182382797082) 2026-02-10T13:38Z 24.2K followers, 58.7K 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 "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" [X Link](https://x.com/JaredKubin/status/2020907513760133168) 2026-02-09T17:07Z 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 "@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 "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" [X Link](https://x.com/JaredKubin/status/2020849518573453813) 2026-02-09T13:17Z 24.2K followers, 16.7K 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 "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" [X Link](https://x.com/JaredKubin/status/2021635827172798627) 2026-02-11T17:21Z 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 "@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 "Going to try this with BLOOMBERG. Wish me luck" [X Link](https://x.com/JaredKubin/status/2020929869765542370) 2026-02-09T18:36Z 24.2K followers, 27.4K 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 "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 "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" [X Link](https://x.com/JaredKubin/status/2017282470970888404) 2026-01-30T17:03Z 24.2K followers, 22.3K 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" [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" [X Link](https://x.com/JaredKubin/status/2018515417308819476) 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](https://x.com/JaredKubin/status/2018745450757591418) 2026-02-03T17:56Z 24.2K followers, [----] 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 2/6: *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 "@AahanPrometheus I think this is really good" [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 "@MRatable *CLAWDBOT for the true OGs" [X Link](https://x.com/JaredKubin/status/2020928785366053330) 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](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 "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, 615K 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, 54.3K 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 "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 "@macropotamus What do you think about for am" [X Link](https://x.com/JaredKubin/status/2021283230813442439) 2026-02-10T18:00Z 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 "Is it just me or is this gross" [X Link](https://x.com/JaredKubin/status/2021587122675740922) 2026-02-11T14:08Z 24.2K followers, 10K 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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JaredKubin Jared L KubinJared L Kubin posts on X about ai, $u, commodities, airpods the most. They currently have [------] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 14.04% technology brands 12.28% stocks 8.77% cryptocurrencies 3.51% products 3.51% musicians 1.75% social networks 1.75% luxury brands 1.75% automotive brands 1.75%
Social topic influence ai 10.53%, $u #37, commodities #84, airpods #361, the new 1.75%, $clf 1.75%, bad bunny 1.75%, $dt 1.75%, future 1.75%, what you 1.75%
Top accounts mentioned or mentioned by @brandvsdemand @william_r2rclub @benkizemchuk @aahanprometheus @firstadopter @zoomyzoomm @bucknsf @coreywriting @blueprintsmb22 @macropotamus @bucketshopcap @frothyassets @aggiecapitalist @rizzriley @paulrthompson @thestalwart @buccocapital @mratable @jaykreps @rmdilillo
Top assets mentioned Unity Software Inc. (U) Cleveland-Cliffs, Inc. (CLF) Dynatrace, Inc. (DT) Freshworks Inc. (FRSH) Uber Technologies, Inc. (UBER) Take-Two Interactive Software, Inc. (TTWO) Sandisk Corporation (SNDK) Alphabet Inc Class A (GOOGL) Roblox Corp. (RBLX)
Top posts by engagements in the last [--] hours
"Multiple admin people now. Brace for ugly numbers it seems. More trial balloons"
X Link 2026-02-10T13:38Z 24.2K followers, 58.7K engagements
"@bucketshopcap The AI KILLS EVERYTHING Hive Mind shifting here"
X Link 2026-02-10T14:04Z 24.2K followers, [----] 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"
X Link 2026-02-09T17:07Z 24.2K followers, [----] engagements
"3 Ms of AI Destruction: - market cap - margins - multiple"
X Link 2026-02-10T19:42Z 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
"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"
X Link 2026-02-09T13:17Z 24.2K followers, 16.7K 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
"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"
X Link 2026-02-11T17:21Z 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
"@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
"Going to try this with BLOOMBERG. Wish me luck"
X Link 2026-02-09T18:36Z 24.2K followers, 27.4K 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
"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
"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"
X Link 2026-01-30T17:03Z 24.2K followers, 22.3K 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"
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"
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
"@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
"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
"@AahanPrometheus I think this is really good"
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
"@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
"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, 615K 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, 54.3K 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
"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
"@macropotamus What do you think about for am"
X Link 2026-02-10T18:00Z 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"
X Link 2026-02-11T14:08Z 24.2K followers, 10K 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
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::JaredKubin