Jim Chanos

@IndraStocks (2) And here’s the important part…The Street has discussed this affiliated “gain-on-sale” issue for a few years now, yet the Company has given virtually no disclosure about it, nor addressed it head-on, despite being a publicly-traded company. Why…?! $CVNA

So AI leader $TSLA has to spend $2B to buy a tiny piece of another AI company?

This is a very big deal. With whom did they share this data…and why?

Wait, what…?!

Maybe send the @SECGov instead?

And there it is. “The TAM for space companies is by definition, infinite.”

They were busy elsewhere…

@ICannot_Enough Again, why don’t we let Tesla put this to rest… https://t.co/9YTZmwDujf

#GoldenAgeOfFraud

Yes. Yes, he did. (It got lost in all the Austin Robotaxi nonsense.) No Optimus revenues until 2028, if then. $TSLA

How the Ivy League can win March Madness. #Madness

Wait, what…?! https://t.co/kPYJFYqaYO

#GoldenAgeOfFraud https://t.co/1rhh80B7d3

ALSO JUST IN: True “FSD” will carry manufacturers liability insurance, so driver insurance will not be necessary. You are all being played again by two promotional companies. $LMND $TSLA

If each of them sell 10% of their valuation ($300B) in 2026, that will represent roughly 30% of the US personal savings rate. https://t.co/xPkhW4WgV3

A total coincidence that semis have been the hottest group in the market YTD, I’m sure. The narrative is the business. $TSLA

Why did the @HoustonTexans punt there with only one timeout…?!

@orrdavid (2)Whatever that is, it’s not “hedged”, and it’s not “alpha”, adjusted for risk (as you like to claim about others). Also, your private fund appears to have returns almost 2x those of your publicly-traded ETF. So maybe examine the risks you(and your investors) are taking, first. https://t.co/Thj9mnNIRb @orrdavid (3) Because your constant criticism of money managers who have been doing this over a few cycles reeks of projection, particularly given your own portfolio’s construction. But if you make it past 20 years, give me a call, and I’ll buy you lunch. #FooledByRandomness

We literally set up an Executive Branch department to find and eliminate that amount of fraud a year ago. How did that go?!

How long before he calls for the suspension of elections?

IDK, but it seems like @Reuters may have buried the lede in their interview with the President. https://t.co/zU6xyHW1RR

Everyone’s getting in on the act, lol. $TSLA

So I guess a new set of $TSLA FSD TAM talking points went out today to the Faithful. @wintonARK

@wintonARK (2) Furthermore, FSD at $100/month, still has less than a 15% take rate…amongst $TSLA enthusiasts. And what do you think Tesla’s manufacturers liability will be per month, once actual Level 4 is achieved? A lot more than $100, I think. So just how economic will “FSD” be…?!

So up about 2.6% on a CAGR over the past 15 years? Basically inflation.

#GoldenAge

Reminder with $PLNT’s update this morning, that membership per average club continues to trend below pre-Covid levels. https://t.co/EVpHJ2qrfL (2) And despite recent price hikes, revenues/gym remains flat with the pre-Covid level of $1.9M per year. $PLNT https://t.co/NNn9qojxeA

“Hilarious”, indeed. @packers

Where do you think…?! He shouldn’t be allowed on the team bus tonight.

Whatever happens tonight, this entire Packer coaching staff needs to go. The continuing special teams miscues, lack of killer instinct, etc. Every @packers fan knows it.