Jared Kubin(@JaredKubin):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)

Jared Kubin

@JaredKubin

Hedge Fund Founder 🐊⚾️ Romans 8:11. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.

가입 April 2010

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Jared Kubin@JaredKubin

2026.07.11 21:49

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)