Jim Chanos

This is of course, complete financial gibberish. Mr. Saylor wants you to value his business based not only on the net value of his Bitcoin holdings (NAV) at market, but additionally with a multiple on the change in that NAV! Because now he can leverage his balance sheet, lol. (2) It’s like claiming that your house, which increased in market value last year from $450,000 to $500,000, is actually worth $1.5 million, because you also have to put a 20x multiple on the $50,000 increase! (3) And despite a few spikes and crashes along the way, Saylor’s “infinite money glitch” has really not changed the $MSTR mNAV very much since he began materiall…

@aelluswamy (2) Please tell us that every Austin “Robotaxi” is not going to have a paired trailer-car.

Maybe not the best guy to be talking about healthcare-related criminality.

US agencies assessed Chinese telecom hackers likely hit data center and residential internet providers. $DLR targeted. https://t.co/2CYoK43wyY

@PunterJeff (2) I can see by all the Bitcoiner heads exploding (“Bitcoin can never go down, Shorty!”) that you’re not getting my point. Namely that $MSTR is not going to go up/down based on “earnings”, but rather on the whether Bitcoin itself goes up/down. That’s all.

AWS cuts costs for H100, H200, and A100 instances by up to 45% | Older chips, but still. https://t.co/2n1iROEoj0 (2) The rental rates on the 2023 H100 chips have dropped over 90% in less than two years, according to this observer. Gets back to my point on depreciable life on these chips. In this case it looks like two year-life was more realistic. https://t.co/HSrQyptJy1

Again, for the record, this is an insane security breach. Who authorized it?

“Free the Jersey Shore Eight!”

The assassin lobby finally prevails.

Reminder that Figure’s latest financing is at a $40B valuation. This is definitely a comp for $TSLA Optimus (not to mention $AMZN), and works out to $12 per Tesla share.

Wait, what…?! The DOGE Bro’s just set-up their own unsecured communications link on the roof of the Executive Office Building? That’s insane. https://t.co/CZKi0Rsthq

Oh man, the Ivy League could really make some heads explode if they wanted to. Harvard vs Yale for the National Championship. In every sport.

Imagine if, instead of abducting and probing us, these aliens could be convinced on the utility of Bitcoin.

The cascade of $CVNA insider selling that began in May, is continuing.

Warburg Pincus-Backed Solar Mosaic Plans Bankruptcy Filing | Fourth-largest residential solar finance firm, per BBG. $RUN https://t.co/oAnCjru95g

Again, I am still puzzled 24 hours after the Jr. High Lunchroom Catfight, how the Budgetary Waste & Fraud Czar did not have any knowledge of a gigantic piece of budget legislation filled with pork. Nor did he read it, apparently.

“Mr. Yinz, NY Jets fans on Line One…”

And a toxic locker room/front office.

So the guy who was in charge of looking for budgetary waste/fraud for Trump never saw the Administration’s signature budget bill…?! https://t.co/wYkuE98BrD

I can’t remember the last time a company lost almost $200B in equity market cap, on no official corporate news.

Most. Predictable. Breakup. Ever. https://t.co/0ElFoFYiRe

We now have another Optimus robot comp for $TSLA, besides Figure AI($40B valuation). Small start-up called Amazon. It trades at 12x 2026E EBITDA vs Tesla at 60x.

@CedarReseach @ebitdaddy90 Yep. It’s no surprise why many of Milken’s biggest and best clients in the 80’s had regulated deposit-taking institutions somewhere in their corporate structures (S&L’s, insurance cos, trust cos, etc).

@ebitdaddy90 (2)The “Drexel Daisy Chain” was simply you buy my parent junk debt with your regulated subsidiary, and I’ll do the same when you issue parent debt. When it all collapsed in 1989-91 due to multiple defaults that spread through the “daisy chain”, a new firm arose from the distress. @ebitdaddy90 (3) That distressed debt firm, which bought portfolio holdings from insolvent First Executive Corp (a Beverly Hills insurance holding company) at huge discounts, was…Apollo! Which was started by a number of Drexel bankers (Leon Black, etc) that sold the paper to begin with.

Guess what company’s big enterprise clients still run COBOL? (2) Here’s a hint: The IRS is one of their big customers. https://t.co/h5zfcVxXx0

It was the exact same bill last week when he was in the Oval Office, praising Trump. https://t.co/CVYhs6TUDV (2) I’m sure this had nothing to do with it. (Ht: @RandolphDuke7 ) $TSLA https://t.co/RUVQIFRozP

Lol, ok…

We are now seeing nine-figure dollar insider sales frequently, in many companies. In case you were wondering who is on the other side of the flood of retail money.

Exclusive: FEMA staff confused after head said he was unaware of US hurricane season | Reuters #Idiocracy https://t.co/hCxe4lEqpo

(2) Because it was cancelled…?! $TSLA https://t.co/NJ3IC8W5mN