Jared Kubin(@JaredKubin):10/27: squeezy L/S day ... more debt deals ... semis v software bouncing... shorts being covered into FED dovish fed leak? hmmmm 1. Risk on vs. Risk off 2. SHORTS ripping 3. Semis v Software (rebound app) - coming into today in its worst RELATIVE drawdown ever (+5% today)

Jared Kubin

@JaredKubin

Founder • AI • Markets • Lift Heavy • Pray Hard

Joined April 2010

5.7K Following 32.2K Followers

Jared Kubin@JaredKubin

2026.10.27 18:08

10/27: squeezy L/S day ... more debt deals ... semis v software bouncing... shorts being covered into FED dovish fed leak? hmmmm 1. Risk on vs. Risk off 2. SHORTS ripping 3. Semis v Software (rebound app) - coming into today in its worst RELATIVE drawdown ever (+5% today)