Jim Chanos

Wait, was the Wexner-Epstein connection possibly about money-laundering for the Mob?!

BTW, has anyone checked-in on DOGE lately…? We used to get daily updates.

“As your attorney, I would advise you to settle this case.” $TSLA

$TSLAQ has been speculating about this for years. Agree about this serious allegation showing “intent”, IF TRUE. Stay tuned.

The implied mNAV for the new $BSTR Bitcoin treasury company appears to be 1.4x, based on $CEPO trading at $12.50 today. That’s well below $MSTR at 1.9x. https://t.co/lW7wFHQlM6

Some numbers about graphite in EV batteries. $TSLA https://t.co/ZySD6wcTAs

Can’t stop, won’t stop…

Insane, given that capex in the US electric utility industry has been 2x D&A, for years. What are they capitalizing…?! And would electricity rates be even higher with accurate cost accounting? @TomSteyer

“We’re serious about this!”

Bitcoin Treasury Company “Innovation” Translation: “Please give me capital so I can buy Bitcoin.”

This has to be a joke, right? Right…?! (Ht: @talesftf)

This company ($VLCN) had a $5 million market cap (not a typo) yesterday. #Innovation

A “Japanese nail salon operator”.

“Nothing to see here…move along.” $CVNA https://t.co/PLBuZQRttK

@grok @dalabual71801 @BasedArgo @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre (2) Which is 4.4X the current $MSTR share price. The $500,000 Bitcoin price in your case is 4.2x the current Bitcoin price. The short rebate makes the mNAV trade breakeven under this bullish scenario.

@grok @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre (2) And of course in another Bitcoin treasury company paradox, @Grok, if leverage is defined as owning more of an asset for the $ value of the capital invested, then by definition paying an mNAV premium for the common means that the investor is getting negative “leverage” at mkt.

I owe my many friends from Philly an apology for implying that their pitcher blew the save last night. It was a pitcher from the Padres with the same last name. Then, Kyle Schwarber of the @Phillies won the game in “sudden death”. I will forego my weekend brats in contrition.

Equinix Agrees to $42 Million Investor Accounting Settlement | “Growth” versus “Recurring” capex. Highlights how absurd these terms (and derivatives like “AFFO”) are for the legacy data centers. $EQIX $DBRG $DLR https://t.co/XIIQ7LpTDY

Imagine if a short-seller posted these. #HangingOffense

Imported goods are not calculated in the PPI. There might be a lag before imported prices affect domestic goods pricing.

@ForgeRiver @SelfTSuccess Seems like there is a bit of temperature variance. https://t.co/Rgcx2XTKmF

Kaczynski was a Harvard man, obv.

The $CRWV CEO is doing a very good job NOT answering direct questions. Word salad when asked if they had actual customers for the capacity they are currently building.

Data centers in space. I kid you not.

“Mountainhead” edging closer and closer…

@lesgrossman25 We’ll know for sure in 2085.

CIA: “Ok, maybe we did know him.” https://t.co/YwiGZSOKgH

For those of you wondering. $MSTR’s mNAV dropped slightly last week, despite the big Bitcoin rally. https://t.co/xuTu5lvWQR

Another one…

Philly just upset about the State of Wisconsin’s reasonable suggestion about the “Tush Push”. ⁦@QTRResearch⁩ ⁦@AaronNagler⁩ https://t.co/QucBuN6baq