[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@RealJimChanos Avatar @RealJimChanos James Chanos

James Chanos, a well-known investor and critic of Tesla, has been discussing his views on various companies, including Tesla and those involved in Bitcoin. He has expressed skepticism about the business models of certain Bitcoin-related companies, questioning whether they create a premium or simply benefit from it. Chanos has also been critical of Tesla's valuation and the autonomous vehicle industry.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #6475 finance #2462 technology brands cryptocurrencies automotive brands countries nfl celebrities

Social topic influence $iren #85, $dlr #3, $eqix #11, $crwv #45, bitcoin #3799, $erie #4, $nvda #955, gpu #572, nvda #277, $tsla #446

Top accounts mentioned or mentioned by @bitcoinpierre @elonmusk @bjmtweets @saylor @morpheus7447x @dampedspring @mikealfred @ryquant @spacex @comic @thebtctherapist @prestonpysh @punterjeff @johnleupp @thekamahsutra @jonbryant421 @strategy @grok @rob1ham @rapidsaware

Top assets mentioned IREN Limited (IREN) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) CoreWeave, Inc. (CRWV) Bitcoin (BTC) Erie Indemnity Co. (ERIE) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) Carvana Co. (CVNA) BITMINE IMMERSION TECH (BMNR) Advanced Micro Devices (AMD) Sunrun Inc (RUN) Strategy (MSTR) Core Scientific, Inc. Common Stock (CORZ) Credit Acceptance Corp (CACC) Ally Financial, Inc. (ALLY) DigitalBridge Group, Inc. (DBRG) Hundred Million (100M) SPX6900 (SPX) Oracle Corporation (ORCL) Hut X Mining Corp. (HUT)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TheKamaHsutra @mcF_dan What do you mean that the D&A of the GPUs is calculated in there Where"
X Link @RealJimChanos 2025-09-30T00:05Z 46.1K followers, 1312 engagements

"Another way to look at this is that even $NVDA would rather rent its own GPUs needed for internal purposes than keep them on its own balance sheet The AI GPUs themselves are technology hot potatoes"
X Link @RealJimChanos 2025-10-10T15:13Z 46.1K followers, 50.3K engagements

"Dont know if this deal happens and its not particularly big but trying to buyout your resellers is usually a huge red flag. Its often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA"
X Link @RealJimChanos 2025-03-26T18:48Z 46.1K followers, 674.1K engagements

"The arrogance of todays retail investor base when it comes to information they dismiss or opinions they disagree with due primarily to stock price performance is hitting ATHs every day now"
X Link @RealJimChanos 2025-10-08T17:06Z 46.1K followers, 277.5K engagements

"(3) Also if youre going to make the claim that customers are willing to pay you for X years on certain contractsit helps to actually get paid. But given $CRWVs almost X months() of receivables that appears to be in question too"
X Link @RealJimChanos 2025-10-09T09:36Z 46.1K followers, 10.7K engagements

"@MattZeitlin The data centers themselves have 10-15 year economic lives based on what we know about legacy DCs like $DLR and $EQIX. The Big Question is the GPU chips themselves. Based on $NVDAs introduction rate and rental rate declines probably 2-3 years. Some companies using 5-6 years"
X Link @RealJimChanos 2025-09-24T12:42Z 46.1K followers, 8436 engagements

"Your occasional reminder that Hyundai Motors(005380 KS) which owns Boston Dynamics (actual autonomous robots) and is testing a Level X autonomous driving system trades at 1x revenues and 8x EBITDA. This would value $TSLA at $XX to $XX per share"
X Link @RealJimChanos 2024-10-31T18:59Z 46K followers, 714.2K engagements

"@mikealfred (2) And as a director of $IREN is the rest of the Board and management comfortable with you openly promoting the stock of a competitor $CIFR"
X Link @RealJimChanos 2025-10-14T23:04Z 46.1K followers, 5334 engagements

"@TheKamaHsutra @mcF_dan Can one of you $IREN bulls give us what you think a pro forma income statement would look like for a $500M ARR deal at the 50MW St. George site Remember that per $DLR financials data centers (ex-servers/GPUs) have annual costs of $1M per MW and maintenance capex the same"
X Link @RealJimChanos 2025-09-29T21:51Z 46K followers, 2046 engagements

"(2) The Problem Well in the 2Q $CRWV had avg capital employed of $19.1B in his business. 2Q EBITDA was $656M or $2624M annualized. But $19.1B amortized over X years is $2729M of economic depreciation. Using the high end of the CEOs useful life estimate yields a X% ROIC"
X Link @RealJimChanos 2025-10-08T22:53Z 46.1K followers, 34.2K engagements

"@GeneAJonesJr Understood but that means you have a tech-service REIT like the legacy data centers ($DLR $EQIX etc) not a technology company"
X Link @RealJimChanos 2025-10-10T15:10Z 46K followers, XXX engagements

"If you are giving up tens of billions worth of equity warrants shouldnt this deal bring in more than tens of billions of dollars in revenue for $AMD"
X Link @RealJimChanos 2025-10-06T14:07Z 46.1K followers, 72.2K engagements

"@AccountantReal Of course it is but dont you think its a bit odd that when the narrative is demand for compute is infinite the sellers keep subsidizing the buyers"
X Link @RealJimChanos 2025-10-06T14:41Z 46K followers, 5911 engagements

"I see that the sell-side is still pitching the delusional cash generation narrative at my favorite financial science project Sunrun. $RUN"
X Link @RealJimChanos 2025-10-01T15:52Z 46.1K followers, 17.2K engagements

"@BobDyl20 @Franchise9494 (2) For example just a few years ago $IREN was expected to earn over $X per share by mining Bitcoin in FY 2025. The reality Just XX cents per share in Adjusted EPS"
X Link @RealJimChanos 2025-10-15T13:31Z 46.1K followers, XXX engagements

"@bitcoinbutcher1 @mikealfred And I think you are missing Jensen Huangs observation that new state-of-the-art DCs will cost $15-25M per MW BEFORE GPUs. $DLR for example has capital($41B) employed per MW of $19M"
X Link @RealJimChanos 2025-09-30T12:39Z 46.1K followers, XXX engagements

"@TheBTCTherapist Then $MSTR will have to sell hundreds of billions of additional securities to pay the dividends"
X Link @RealJimChanos 2025-10-04T16:46Z 46.1K followers, 8980 engagements

"@CedarStResearch Its more like over 100x LTM consolidated EPS. Their accounting for Erie Exchange is absurd. $ERIE"
X Link @RealJimChanos 2025-09-02T16:54Z 46K followers, 1056 engagements

"@KashRamki Really What large BTC miner is that Because I see no evidence of that great ROIC in any of the relevant financial statements of the publicly-traded miners-turned-HPC companies"
X Link @RealJimChanos 2025-10-16T01:39Z 46.1K followers, XXX engagements

"@BobDyl20 @Franchise9494 Again these same promotional management teams said the same thing about their Bitcoin mining businesses just a few years ago. $CIFR $IREN"
X Link @RealJimChanos 2025-10-15T12:18Z 46.1K followers, XXX engagements

"(2) This means that on a consolidated basis (which we believe is appropriate here) $ERIE is actually losing money so far in 2025 and has pre-tax profits (before gains) of only $172M in the LTM or less than $X in annual EPS. For a $XXX stock. Of a sub-mediocre P&C insurer"
X Link @RealJimChanos 2025-08-29T19:19Z 46K followers, 7031 engagements

"(3) Also note that he is assuming marginal XX% EBITDA margins on the AI data center business. Yet no one is doing much over XX% EBITDA margins (see $CRWV for example) right now. Lots of Hopium at work in this space right now. But one reality is the capital intensity needed"
X Link @RealJimChanos 2025-10-14T15:24Z 46.1K followers, 31.7K engagements

"3-5 years on AI hardware"
X Link @RealJimChanos 2025-10-10T14:31Z 46.1K followers, 38.8K engagements

"$BYND is a great example of how expensive cheap convertible debt can be if the underlying business goes south"
X Link @RealJimChanos 2025-10-13T13:52Z 46.1K followers, 39.6K engagements

"Not particularly great times to own equities BTW. There were three epic crashes between 1873-96 and two between 2000-09"
X Link @RealJimChanos 2025-10-15T21:30Z 46.1K followers, 76.4K engagements

"If you are speculating in inherently worthless financial assets on a momentum/squeeze narrative please understand that you are still taking this risk"
X Link @RealJimChanos 2025-10-11T15:02Z 46.1K followers, 120.5K engagements

"Are they writing a check for $40B today or is this $40B in AI data center math"
X Link @RealJimChanos 2025-10-15T14:23Z 46.1K followers, 23.4K engagements

"Someone needs to have a chat with Jordan Love and Matt LaFleur about late-game clock management. @packers"
X Link @RealJimChanos 2025-10-12T23:12Z 46.1K followers, 12.4K engagements

"@Clownbuck They are definitely running the Erie Exchange which has no employees to speak of. The ownership by policyholders is an accounting contrivance IMO. $ERIE"
X Link @RealJimChanos 2025-09-03T16:27Z 45.9K followers, XXX engagements

"@Umbisam Because the margins at Vertically Integrated Cloud Provider Core Scientific are so good $CORZ $CRWV $IREN"
X Link @RealJimChanos 2025-10-14T23:58Z 46.1K followers, 2306 engagements

"@BlooHorseshoo Its much much bigger today than those questionable deals in the nineties were. Here is Lucents balance sheet at 9/30/00. Their revenue that fiscal year was $33B"
X Link @RealJimChanos 2025-10-06T16:34Z 45.8K followers, 1399 engagements

"@BobDyl20 @Franchise9494 Bitcoin has done nothing but go up over the past three years and guided estimates still still missed by over 90%"
X Link @RealJimChanos 2025-10-15T14:12Z 46.1K followers, XXX engagements

"@mikealfred @windingwords @ericjackson And Mikey in your zeal to promote this stock as an insider you forgot to tell us that the Company tapped-out its equity ATM facility at$15 per share. $IREN"
X Link @RealJimChanos 2025-10-07T21:37Z 46K followers, 2628 engagements

"@mikealfred @altols You and I both know that no one is going to pay a premium for colocation deals with power subject to the ERCOT wholesale spot market Mike. Because thats where $IREN is buying its power from"
X Link @RealJimChanos 2025-09-30T03:02Z 46.1K followers, 127K engagements

"Is this the New Century/ABX (January 2007) moment for the subprime auto loan market IYKYK. $CVNA $CACC $ALLY"
X Link @RealJimChanos 2025-09-13T15:33Z 46K followers, 33.7K engagements

"See last paragraph for $GLXYs data center cost estimates per MW for retrofit/greenfield sites"
X Link @RealJimChanos 2025-10-01T12:06Z 46.1K followers, 39K engagements

"To give you an idea of how silly the sell-side research/targets are for the Bitcoin miners-now-DC companies are take a look here. $IREN is going to buy billions of $ of GPUs in the next two years but annualized D&A expense is only going to increase $300M f/2H 2025 to 2H 2027"
X Link @RealJimChanos 2025-09-25T14:50Z 46.1K followers, 75.6K engagements

"@mikealfred No position(yet) in either Mikey. Just trying to point out the reality of the subpar economics of the data center hosting business which we do know a bit about. $DLR $DBRG $EQIX"
X Link @RealJimChanos 2025-09-30T12:15Z 46.1K followers, 4390 engagements

"@Fortifiedvc @CoreWeave No disrespect but you lost me at high-yield asset-backed throughput whatever that is. $CRWV"
X Link @RealJimChanos 2025-10-09T11:46Z 46.1K followers, XXX engagements

"@ChelApples @Franchise9494 @ID_NOT_WETTE @DCryptDeezNutz @jimcramer Agreed that being a colo landlord (particularly if you can pass-through costs) is better than taking GPU costs/risks. Credit risk vs credit/technology risk"
X Link @RealJimChanos 2025-10-01T13:33Z 46.1K followers, 38.4K engagements

"I was reliably informed that xAI was not trying to raise capital"
X Link @RealJimChanos 2025-10-08T02:24Z 46.1K followers, 27.7K engagements

"@TheKamaHsutra @mcF_dan Thank you. And while your DC D&A cost/MW at $667K is too low (roughly $1.2M per MW/yr at $DLR) your numbers make my point. At a guided $500M ARR for the XX MW St. George facility the deal would be unprofitable. $10.0M in revenues/MW vs $11.4M in baseline cost/MW. $IREN"
X Link @RealJimChanos 2025-09-30T12:08Z 46.1K followers, 1186 engagements

"@MikeKuczborski Look at the real-world capex levels of companies that actually operate data centers like $DLR and $EQIX"
X Link @RealJimChanos 2025-10-01T12:50Z 46.1K followers, 1751 engagements

"A good essay with the counter-argument to the rapid depreciation of GPUs narrative. While seven years COULD be accurate (physical obsolescence happens then) I think it would only be appropriate on a front-loaded schedule. But well see"
X Link @RealJimChanos 2025-10-15T14:06Z 46.1K followers, 48.3K engagements

"(2)Yet annual depreciation only increases by $330M over the two years(from $181M to $511M)or almost 9-yr life As the increase in PP&E is almost all GPUsthis is ridiculous. 5-yr life on the increased spend and a XX% tax rate would cut his FY2027 EPS estimate over XX% to $1.80"
X Link @RealJimChanos 2025-10-14T15:07Z 46.1K followers, 14.9K engagements

"@Fortifiedvc @CoreWeave Those $CRWV cash flows you mentionedare they in the room with us now Also it helps to have real taxable income to use accelerated tax shields. Thats why my numbers use a pre-tax ROIC"
X Link @RealJimChanos 2025-10-09T09:29Z 46K followers, XXX engagements

"@idknothingleft @QTRResearch Luckily no one has ever complained about title issues with $CVNA"
X Link @RealJimChanos 2025-10-04T13:37Z 46K followers, XXX engagements

"@mikealfred So as a director of $IREN does this mean we shouldnt expect any more insider sales of stock below $XXX Mike Is that what you are openly signaling here"
X Link @RealJimChanos 2025-10-14T22:27Z 46.1K followers, 3692 engagements

"@KerrisdaleCap Excited to see how fast it can grow Stock Yield Per Share"
X Link @RealJimChanos 2025-10-09T17:09Z 46.1K followers, 10.8K engagements

"Legacy colo data center companies have almost $20M per MW in invested capital (and thats WITHOUT GPUs/servers) or $20B per GW. So just where are all these new players in this space going to get tens of billions in $ to buildout their 1-2 GW locations $DLR $EQIX"
X Link @RealJimChanos 2025-09-16T15:16Z 46.1K followers, 32.6K engagements

"My favorite insurance accounting absurdity $ERIE recently filed its statutory financials for its wholly-controlled (but non-consolidated) insurance company Erie Exchange. And they are ugly. Exchange lost $(365)M before cap gains in the 2Q $(471)M in the 1H"
X Link @RealJimChanos 2025-08-29T19:14Z 46K followers, 11.5K engagements

"So almost XXX% of the current US Savings Rate ($1.3T) is retail investors buying equities"
X Link @RealJimChanos 2025-10-09T02:15Z 46.1K followers, 251.1K engagements

"@Umbisam (2) And furthermore these same management teams confidently told the Street and their shareholders how profitable Bitcoin mining would be when they went public five years ago. How did that turn out (And the skeptics at the time said it was a capital-intensive commodity biz.)"
X Link @RealJimChanos 2025-10-15T01:37Z 46.1K followers, XXX engagements

"The $CRWV CEO was just interviewed by Cramer and in response to a question about rapid asset obsolescence he responded by claiming that his customers are willing to rent his GPUs for X or X years"
X Link @RealJimChanos 2025-10-08T22:46Z 46.1K followers, 110.5K engagements

"@CedarStResearch Its insane considering $ERIE used to consolidate the Erie Exchange (the private companies) which it undoubtedly controls"
X Link @RealJimChanos 2025-09-24T21:50Z 45.9K followers, 1196 engagements

"@KashRamki Lets make this easier. $IREN has guided to $500M in annualized run-rate (ARR) revenues from the 23K GPUs they have contracted with an estimated cost of $1.2B at their 50MW DC in Canada. Show me a simplified income statement for this deal from the guidance"
X Link @RealJimChanos 2025-09-25T21:28Z 46K followers, 3894 engagements

"The Cantor report on $IREN is indicative of the ridiculous assumptions that the sell-side is using to justify its price targets. Here Cantor assumes a $2.9B increase in PP&E from FY 2025 just ended to FY 2027. Average PP&E also increases $2.9B"
X Link @RealJimChanos 2025-10-14T14:57Z 46.1K followers, 75.7K engagements

"Huh Jensen Huang is literally working overtime to shorten the life of the system $NVDA $ORCL"
X Link @RealJimChanos 2025-10-08T00:47Z 46.1K followers, 31.7K engagements

"@samsolid57 @SteveUrkelDude In your zeal to make my point you seem to have only read the first six words of my post"
X Link @RealJimChanos 2025-10-08T20:07Z 45.9K followers, 1841 engagements

"@ericjackson Good thing they will only need to raise $280B for that X GW to be developed. Should be easy. $HUT"
X Link @RealJimChanos 2025-10-14T22:46Z 46.1K followers, 4586 engagements

"@0xhannibal @GeneAJonesJr You might want to study the financial statements of $DLR and $EQIX before making that statement"
X Link @RealJimChanos 2025-10-10T15:28Z 46.1K followers, XXX engagements

"A good post on AI GPU depreciation among other things"
X Link @RealJimChanos 2025-10-09T16:38Z 46.1K followers, 67.5K engagements

"Pay no attention to that man behind the robot with the controller"
X Link @RealJimChanos 2025-10-04T16:49Z 46K followers, 41.8K engagements