Jared Kubin
@JaredKubin
Hedge Fund Founder 🐊⚾️ James 1:2. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.
5.4K Following 29.7K Followers
Can anyone blame $SBUX? Honestly $IBM and $MSFT should be embarrassed with their AI ecosystems and strategy
1) more dollars shift from seats to compute
2) honestly another bullish datapoint for the cyber secular thesis … what do you think @nikesharora (my fav CEO in tech who has been dropping truth bombs lately)
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