Jim Chanos

@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.

Why is it “IMPOSSIBLE” for Humans to Reach MARS | Brian Cox https://t.co/CWxhG3yVbv via @YouTube (Well worth the watch as the @SpaceX IPO talk heats up)

@giberish2025 @NationsWealth For most of the 21st Century $IBM has been buying technology, not developing it. Despite this, they are still basically an IT consulting/service company, labor intensive not tech-driven (except in their PR). AI-adoption is actually their foe, not their business. https://t.co/GF0qubdA8R

@NationsWealth (2) Including the $CFLT purchase, $IBM will have averaged almost $7B in net acquisitions annually, over the past decade. Yet EBIT has declined and ROIC has been cut in half over that ten years! https://t.co/f3bFnD9Tc2

#GoldenAge

Bears. Packers. December. Lambeau. For First Place. #GoPackGo

So now the lying MSM is “accurate”…?!

You don’t say…

@FransBakker9812 (2) And the new converts have a conversion price of only $51.40, for another 38.9M shares? That’s a LOT of dilution. $IREN https://t.co/fw15bJE92P

Given the massive buildout of AI data centers, can anyone explain why the legacy cloud DC companies ($DLR $EQIX) still trade at $30-40M per MW, when construction costs for brand new ones are $10-15M per MW? And AI DC’s can run cloud applications, but harder to do the opposite. https://t.co/wu2OKNHW4O

How do these cities keep falling for this grift?

#GoldenAge

For those of you wondering why I keep bringing-up manufactures’ liability cost (insurance) for $TSLA, regarding FSD/Robotaxis, you might want read up on the $UBER insurance debacle with James River. It’s a major cost issue.

@CedarStResearch Alex Berenson entitled his terrific https://t.co/KzzERVmoXj history “The Number”, given the obsession at the time of meeting/exceeding EPS expectations.

If this report from last week is accurate, it says as much about mindset at $NVDA as their memo from yesterday. https://t.co/HIjSVmbX9M

Well, when you put it that way…

@MotherCabriniNY @StanphylCap @taubamush (2) Nor are they spending much. (And most of that spending is on automotive) $TSLA https://t.co/mgRrIlKJHC

Wait, did $MSTR not buy any Bitcoin last week, during the selloff? Isn’t that when they should be buying more?

So no Ft. Knox audit…?! Is the invasion of Greenland still on?

Can someone please explain to me what the @Giants were doing in the red zone there?!

#BoolaBoola https://t.co/2tp5zSR2qx

So $500T in 2030…?! Someone call Andrew Odlyzko, stat. https://t.co/Lz8LThs41k

Luckily, today pretty much every financial problem like low retirement savings, can be solved with leverage. And it’s remarkable that no one ever thought of this before now. (2) #FacePalm https://t.co/dkaNx6QXpK

“Give me your money and I will buy Bitcoin with it.” Killer app, for sure. $MSTR

A good reminder that the tech leaders didn’t see the oncoming cliff twenty-five years ago, FWIW.

The usual. Cutting 2026-27 revenue estimates materially, but margins will increase. Lol, ok. $TSLA

It was very clear to @packers fans that McManus was still not healthy over the past month he was back on the field (missing important kicks). The team said he was fine. And now we find out he is doubtful for Sunday with the same original injury. That’s a bad look, Guys.