Jim Chanos

Figure AI, with actual humanoid robots in factories, was last valued at $40B. (Ht: @BradMunchen)

CEO of another Bitcoin mNAV story posting about the short interest in his company’s stock. How long till the equity issuance?

After four months of sleuthing, DOGE has scored three arrests (and one indictment) for non-citizens who voted illegally in recent elections. Over 150 MILLION people voted in the last election. Narrative > Reality.

Woman on FinTV claims we have never seen manufacturing “efficiency” like an OEM that currently has mid-teens gross margins. Narrative > Reality.

@WR4NYGov A cost of $0.20/mile, huh? Personal auto insurance coverage is $0.10/mile and commercial coverage is 3-4x that, or $0.30 to $0.40/mile. Just for insurance. And that’s before maintenance, depreciation, electricity, cleaning and most importantly monitoring/redundancy costs. $TSLA

The sales numbers certainly do not appear to be “strong”. $TSLA https://t.co/FgXto9Wmd4

The Art of the Deal Administration has an uncanny ability to negotiate against themselves.

Damn, there goes our canonization effort for St. Vince. @packers https://t.co/VGOoArcW76

@JonBryant421 @packers (2) But the good news is that the @ChicagoBears regular season (March-August) wins keep coming! https://t.co/ZYXDkC5CxC

I thought what was said was, “the exporting country pays the tariff”. https://t.co/ui4DCOORaa

It’s just that easy…

Wait, what…?! https://t.co/o4RBTcWXRr (2) Sadly, this does not appear to be a joke. #HungerGames2025 https://t.co/O0p9S9OfKg (3) And does Secretary Noem expect lots of immigrants to show up for the ICE Casting Call…?! (4) https://t.co/4Zi4RPlDvn

Who wants to tell him about France and the American Revolution…? https://t.co/s9JwRzzf6u

Wow, people get very upset when you point out they are buying $1 for $3. (And doing exactly what their favorite company is doing!) $MSTR

“Move along…Nothing to see here…”

So up 100x if Bitcoin goes up…100x?! $MSTR

“The Infinite Money Glitch” (They actually believe that buying $1 for $3 is a guaranteed money-making strategy)

That’s some declarative sentence. (They have been making this promise since “Autonomy Day”, in 2019) $TSLA

Yes, imagine being able to get to a location without being able to drive yourself! This has never happened before, and is a true “Civilizational Leap”.

Just remember that May is a ratings month. They’re pulling out all the stops for this week’s episode. https://t.co/pNlyNNFI2u

The Trump Administration does not seem to trust our own translators when dealing with Putin. Why? https://t.co/DPX7yOeZur

Ok, so if there’s no state income tax, and then no property taxes, just how will Florida finance state and local services…?! A 25% sales tax?

Interesting strategy (continuing to negotiate against yourself while undermining your team) from the World’s Greatest Dealmaker. https://t.co/yCA6UMSH2o

Pro Forma Madness: $DKNG has LTM “Adjusted EBITDA” of $261M. The problem? After LTM stock buybacks of $334M, Fully-Diluted Shares INCREASED from 495M to 512M, Y/Y!

Listening to the argument that the poor are “gaming the system” as a reason to cut Medicaid, but that Wall Street won’t “create jobs” if the carried-interest tax rate is abolished, never ceases to amaze me. There is no economic justification for carried-interest. @SquawkCNBC

Fact Check: True

Sunrun’s negative 1Q FCF was $(759)M vs $(682)M in 2024. The mad science project continues! $RUN https://t.co/KxeNMEpkxl (2) $RUN’s annualized 1Q EBITDA was $220M ($55M x 4), on over $12B of net debt. Net Debt/EBITDA is over 50x! This is insane.

@ICannot_Enough Nah, not really. And maybe it’s just me, but I wouldn’t be throwing financial stones at others if I still lived in my parents’ basement with my Elon Musk action figure collection (“They’re not dolls, Mom!”). https://t.co/RaE5FCD3yR

@ICannot_Enough Yes, both episodically and cumulatively.

@ICannot_Enough Lol, I have not deleted anything…my old account was hacked and I now post here. And for the record, Tesla “Full Self Driving” is STILL only Level 2 (Assisted)…after 11 years. $TSLA