Jim Chanos

@DavidTaggart #OnWisconsin

What about direct unsecured consumer debt, subprime auto loans, BNPL implied rates, etc.? There’s lots of high-rate consumer lending occurring outside of credit cards. (Not to mention the Executive Branch’s legal ability to cap rates!)

Wasn’t this a threat if $TSLA’s shareholders didn’t approve the CEO’s latest $1T pay package?

“Czech Table Tennis” matches…?!

Looks like “FSD Unsupervised” just got pushed-out another six months. And when July rolls around the $TSLA Faithful will be promised “by yearend”, again. Just like every year.

#FacePalm

@JoshInvestsAI (2) And yet despite these “bottlenecks” the Bitcoin miners/neoclouds are only signing MSD ROIC 5-7 year deals with hyperscalers. $CIFR $CRWV $IREN $NBIS

[Narrator: $TSLA has been promising complete “Full Self Driving” for ten years now.]

What’s actually new here is that $NVDA is basically confirming the view that autonomous software will be ubiquitous by 2030, and will be standard equipment on most automobiles. $TSLA

Q1 of 2026 seems…soon. Also, did $TSLA recently change their logo?

Hyundai at 12x EBITDA vs $TSLA at 112x EBITDA.

So “maybe” one per hour…?! #CorporatePuffery #PreIPO @SpaceX

@orrdavid @taobanker @SowingAlphaSeed @TheBenSchmark @RealHerbHoover @svrnco (2) Because I am taking twice the market risk per dollar invested to achieve the same market return. As you are apparently running a long-short portfolio, there should be no confusion about this.

Wow. That’s over 65,000 incidents per year in the US, if true. $UBER https://t.co/4VGVVLL46J

At this point it’s pretty obvious that @mikealfred is actually a short-seller, pranking us all. Right, Mikey?? $NUAI

Damn. I don’t want my “tariff rebate check” going to an “illegal”.

@orrdavid @SowingAlphaSeed @TheBenSchmark @RealHerbHoover @svrnco (2)As for your puzzlement over AUM growth, although our AUM grew(particularly from 1996-2008), consider the fact that if you were running the short book of material managed accounts that were paying you on alpha, your short book AUM would not necessarily grow fast in a bull mkt. @orrdavid @SowingAlphaSeed @TheBenSchmark @RealHerbHoover @svrnco (3) As for the various funds we ran on a hedged/concentrated basis over the years, they were a small fraction of our AUM, compared to the short books we ran for clients in managed accounts. As a money manager, you should understand that.…

The @packers still seem surprised that Henry keeps getting the ball.

@Teslafarian @grok @leahnoelnielsen @YatinKheti @gfytslaq @BagMan31814 @LiamJockstrap @Helfeld_C @Chorliedaytrade @Tesler914 @PedoPj @DuhhBagman @MathewGamble3 @Ganja2Stupid @Shitweasel4 @Yatty_fn_Kheti @TSLAshareholder @AaronGreenspan @PlainSite @jwhales4 @CharlieDayTrade @Stephen47691434 @Karthik48966191 @PJ_HorseCock @baggythebaghead @the_bagman_33 @ToddPer12760979 @Todd18997781 @Charlieday_trd @DarthSource69 @markbspiegel @bagman @banfsd @WallStCynic (2) But in late-2020 he admitted the truth about 2017-19. Just as $TSLAQ had claimed. https://t.co/hkMI8A4SoF

Does his board know that?

Huh…?! Isn’t he the head coach?

No need for elevated stock prices then, either. Or any equity market whatsoever. Cool. https://t.co/FDLfx6Qnei

Not the common view…

Wisconsin for the win!

Umm, isn’t she the White House Chief of Staff…?! https://t.co/vNOxYiE4wc

@_Sgr_A_Star (2) It’s the last point (deal economics < $IREN’s WACC) that likely explains why the stock has underperformed since the $MSFT deal announcement.

@danroberts0101 @Jackie_s_pace (2) And just so we’re clear here, this slide from your 4Q earnings presentation from just a little over three months ago, posted a future two year payback (now three) on GPU’s, and only three years on GPU’s + infrastructure (now five). Predicting the future is hard. $IREN https://t.co/PfCkrIbJXQ

We can only hope… https://t.co/BGEnWwRT95

@sprucemoose304 See “insurance”.

Dear Data Centers In Space Guys-Can someone explain to me how getting marginal energy/cooling costs to zero in space saves $, given that they are only 10-15% of revenues for most terrestrial AI DC financial models? Surely payload, redundancy and insurance costs offset that.