Author
@JaredKubin JaredKubin
grade Ax.com/JaredKubin ↗
Pod-shop-minded AI/positioning analyst who explains the market plumbing behind moves
Posts dense, framework-driven analysis of AI-ecosystem funda
trader score
+0.88
hit rate
58%
mean α
+1.00%
signals 14d
28
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 19 scored bets: 58% hit rate, +1.00% mean alpha, trader score +0.88. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPY | @JaredKubin | -0.45 | Distinguishes a risk-off day from an unwind and argues another crowded-position unwind is increasingly likely. | -0.4% | tweet ↗ |
| 2026-10-16 | AAPL | @JaredKubin | -0.45 | Predicts poor outcomes for Amazon's BEE and Apple's HOMEVIEW products. | +1.2% | tweet ↗ |
| 2026-10-16 | AMZN | @JaredKubin | -0.45 | Predicts poor outcomes for Amazon's BEE and Apple's HOMEVIEW products. | -0.8% | tweet ↗ |
| 2026-10-16 | GOOG | @JaredKubin | -0.25 | Questions the usefulness of fragmented company-specific personal assistants and stresses integrated data access. | -5.8% | tweet ↗ |
| 2026-10-16 | AMZN | @JaredKubin | -0.25 | Questions the usefulness of fragmented company-specific personal assistants and stresses integrated data access. | -0.8% | tweet ↗ |
| 2026-10-15 | · | @JaredKubin | · | Attributes the selloff to technical de-grossing as hedge funds reduce risk into earnings. | · | tweet ↗ |
| 2026-10-15 | CRWV | @JaredKubin | +0.10 | Reports CRWV social-post activity surging to the number-two position on a social-intelligence ranking. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @JaredKubin | · | Mocks an AI full-stack portfolio as merely high-beta exposure. | · | tweet ↗ |
| 2026-10-13 | IBKR | @JaredKubin | +0.15 | Launches an open-source factor-trading MCP with Robinhood and IBKR execution integrations. | -8.2% | tweet ↗ |
| 2026-10-13 | HOOD | @JaredKubin | +0.15 | Launches an open-source factor-trading MCP with Robinhood and IBKR execution integrations. | -14.0% | tweet ↗ |
| 2026-10-13 | MU | @JaredKubin | +0.25 | Views MU weakness as a technology-change issue and expects investors may buy the dip. | -7.9% | tweet ↗ |
| 2026-10-12 | RNG | @JaredKubin | +0.45 | Documents a six-month momentum rotation from optics and chip equipment into software and security. | +6.7% | tweet ↗ |
| 2026-10-12 | TEAM | @JaredKubin | +0.50 | Documents a six-month momentum rotation from optics and chip equipment into software and security. | +9.6% | tweet ↗ |
| 2026-10-12 | QLYS | @JaredKubin | +0.30 | Documents a six-month momentum rotation from optics and chip equipment into software and security. | · | tweet ↗ |
| 2026-10-12 | CRWD | @JaredKubin | +0.40 | Documents a six-month momentum rotation from optics and chip equipment into software and security. | -2.1% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.