Jim Chanos

He also thought DOGE would save $1-2 trillion, too.

Peter Navarro Says Tariff Policy Still ‘No Exemptions, No Exclusions’ | Yep, crystal clear on policy. https://t.co/BzeD5iBAWz

So is everyone clear on what is happening now…?!

“Sustainable abundance” is a pretty big TAM. #EverybodyGetsAPony $TSLA

Tariffs may come and go, but some aspects of the grift are evergreen. (Particularly as I might be the oldest person on X.)

So we won’t be assembling smartphones here, after all…?! (2) What’s even worse (and we all know there will be more exemptions) is the message this sends to the US small-mid businesses that have their products manufactured abroad and won’t get that same relief.

So a 7% drop in S&P 500 EPS in a recession is their worst case scenario…?! Wow.

Coachella Payment Plans: Fans Embrace Trend as Ticket Prices Soar $LYV $AFRM https://t.co/BG6TXdXaWL

I preferred the American flag… https://t.co/pAsUO1yUdj

I see we might end this week’s crazy episode with that old viewer favorite…blame Obama. https://t.co/m1MUDm855L

Wayve's self-driving tech is headed to Nissan vehicles | The longer $TSLA stays at Level 2-Supervised (11 years and counting), the more true FSD competition will show up. https://t.co/2oa6Oxm7qG

So it’s ok for agriculture and the hospitality industry to benefit from cheap foreign labor? Got it.

Wait, what…?! What happened to the $1-2 trillion he kept boasting about? (2) To put this in perspective, this $1.35T shortfall from the midpoint of Musk’s projected savings, is roughly equal to all the new tariffs Trump expects to collect at the current rates!

Insurtech Lemonade data glitch puts online contact data in plain view | Technology Leader $LMND https://t.co/DEyOsOqVJS

“It was all part of our grand strategy…” Lol, ok. https://t.co/0gcQAo5jjx

Just a reminder that this story was leaked on Monday, and then denied by the White House. https://t.co/f9YIUdTDoE

I’m old enough to remember when this was about Fentanyl…

MAGA: “It’s time we ran the country for Main Street, not the Elites!” MAGA Leadership: “Hold my sherry…”

Shouldn’t a state-of-the-art suite of AI-driven national security software products be able to answer that important basic question? $PLTR

That’s not exactly what it says, but the fact that bringing back the foreign withholding tax on US financial assets is even being remotely considered…is another very big deal.

Totally understandable, given the lack of fraud in the crypto space. #GoldenAge

I think he really believes this.

Don’t short the stocks that will go up.

Needless to say, this escalation threat is a very big deal.

Wait, what…?!

I want to be short the insurance carrier of #TheWhiteLotus.

So on one hand the Administration (Hassett) is trumpeting today that 50 countries have contacted them, ostensibly to negotiate, then Navarro responds, “This is not a negotiation.” Huh…?!

Just to give you an idea how mild an 11% recessionary decline in earnings is, in 2001 (https://t.co/BJ4rET1eNY Bust) S&P EPS declined 30%. In 2008 (GFC) they dropped 40%.

The $TSLA Faithful keep telling us that the Company is a leader in software. Meanwhile the leader of software engineering AT the Company is leaving… https://t.co/2Kb7KABADv

It’s remarkable how so many of our Silicon Valley Overlords don’t seem to understand how the Internet works.