Jim Chanos

China should NOT be the standard for our financial reporting. @SECGov https://t.co/xguFF3qVni

These circular GPU deals are getting bigger by the month. $CRWV $NVDA https://t.co/PZBhlUgxqp

If you don’t think $ORCL’s recent stock move had something to do with Elon’s $TSLA purchase, then you don’t know Silicon Valley CEO’s.

Um, @mikealfred aren’t you actually a director of this company? That’s not exactly an “independent investor”. $IREN https://t.co/NFBojVboH4

I’ll take the “under”.

Elon Musk calls for dissolution of parliament at far-right rally in London | Bond villain says what…?! https://t.co/KZmz9czW6P

@SahrTrading New Century’s difficulties became apparent in February, 2007, as did HSBC Household International’s problems. But the ABX Subprime ABS Index began dropping precipitously in January.

Is this the New Century/ABX (January 2007) moment for the subprime auto loan market? IYKYK. $CVNA $CACC $ALLY

Wait, what….?! (At 0:40 mark) https://t.co/6bK8Y9owa6

Reed got injured on this play, and the TD was negated by a holding penalty, but OMG…this throw! #GoPackGo

$OPEN Chairman: “It’s not a meme stock!” NASDAQ: $OPEN’s share float turned over every two days in late-August. @SquawkStreet https://t.co/bnCgeezAuN (2) And as for $OPEN’s being the next $CVNA, at a $7B mkt cap Opendoor is already trading at 15x gross profits vs Carvana at 18x.

@APompliano @CANC2021 (2) And if the plan is to transform from a principal model (“house flipping”) to an agency model, that has to be done in a new environment of non-fixed real estate commissions. Which won’t be easy. So it seems to me to be more about the stock than the actual business. $OPEN

Did the CEO of Marathon just claim they are making “low to mid-teen returns” on secured (60% LTV) private credit deals?! @CNBCClosingBell

Fascinating read on tech innovation. (Ht: ⁦@ActAccordingly⁩) https://t.co/hBKoat2Q8y

You might want to double-check this QB rating system.

Tricolor, a provider of auto loans to customers across the US Southwest who typically have poor or no credit scores, filed for bankruptcy https://t.co/T4NzDUtyPY

Well, it’s not like $ORCL has been credibly accused of accounting “issues” recently. (From 2016 and 2019) https://t.co/Xeb5UzYfCU (2) And $300B of the RPO increase came from a five-year deal with OpenAI, per the @WSJ…?! Lol, ok. https://t.co/vF9X4l6dt1 @WSJ (3) Even better, this $300B deal doesn’t even begin until…2027! $ORCL https://t.co/15zI3FksxC

Did $MTPLF just raise $1.4B at an effective price of just $3.76, a 15% discount to the current share price of $4.44? Is that raise at an effective 1.2x mNAV?

Wait, what…?! This is obviously a joke, right….?

@RapidsAware @noahkaufmanmd (2) My point is that while the deferred taxes on crypto gains may never be paid, that’s not a certainty, and in any case that liability is still senior to the common when calculating a true NAV. $MSTR

@DumbObservation Except for the past four years, of course.

So $TSLA is not selling 10,000 of the new Model Y’s per day in China…?! And sales are still down Y/Y? Huh.

Delusional Hollywood Bears fan believes they will go 12-5 this year, ahead of tonight’s NFC North Hitler vs Stalin Bowl. @RichEisenShow https://t.co/gcn9x1jmQO

$TSLA has only spent about $2B in the past 6M on “AI Infrastructure”, “Computer Equipment” and “Construction in Progress”. That’s about 1% of the AI-related Mag7 spend. https://t.co/hGIMJsjViG

He repeats the disingenuous claim at the 2:30 mark that most institutional investors can’t buy the underlying asset (Bitcoin itself). But most of the equity investors certainly can buy Bitcoin ETF’s. And credit investors don’t directly invest in commodities, in any case.

$MSTR continues to DE-lever, selling only $16.8M of preferred last week, less than 8% of total capital raised (92% common equity). https://t.co/d5jDJF8EY3

Preparing the Good Luck Brats. #IYKYK #GoPackGo https://t.co/zcgl9JPM0T

Who approved these @Saints uniforms…?!

The outrage that the Bitcoin Brotherhood is expressing about the paragon of TradFi, Standard & Poors, snubbing $MSTR, is telling. Should they really care about this?

Is there a time warp and it’s April 1st in Washington DC today…?!