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@RealJimChanos Avatar @RealJimChanos James Chanos

James Chanos, a well-known investor and short-seller, is criticizing companies, particularly those in the AI and data center sectors, such as $IREN, for their financials and business practices. He is questioning their capital expenditures, revenue projections, and return on investment. Chanos' comments have sparked discussions and debates among analysts and investors on social media platforms.

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% nfl XXXX% automotive brands XXXX% social networks XXXX%

Social topic influence ai 10.53%, $mstr #186, $eqix 5.26%, $dlr 5.26%, $msft #12, $2b 5.26%, business 5.26%, ibm 5.26%, $ibm 5.26%, insurance #475

Top accounts mentioned or mentioned by @thevalueist @nationswealth @dfaagh9876 @evasandjger @pmcerroni @jackiespace @marckpam @jiahanjimliu @cernbasher @8teapi @dcondy75 @bradmunchen @modestonedelch1 @nielspluijmen @randinvest @callah32 @gfilche @stocktrader989 @mattyicebtc @curiouswhatever

Top assets mentioned Strategy (MSTR) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Microsoft Corp. (MSFT) IBM (IBM) IREN Limited (IREN) Carvana Co. (CVNA) Credit Acceptance Corp (CACC) Ally Financial, Inc. (ALLY) Freedom Holding Corp. (FRHC) NVIDIA Corp. (NVDA) DigitalBridge Group, Inc. (DBRG) Confluent, Inc. Class A Common Stock (CFLT) Bitcoin (BTC) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last XX hours

"Given the massive buildout of AI data centers can anyone explain why the legacy cloud DC companies ($DLR $EQIX) still trade at $30-40M per MW when construction costs for brand new ones are $10-15M per MW And AI DCs can run cloud applications but harder to do the opposite"
X Link 2025-12-02T16:54Z 55.9K followers, 64.5K engagements

"Bears. Packers. December. Lambeau. For First Place. #GoPackGo"
X Link 2025-12-07T14:24Z 55.9K followers, 17.7K engagements

"@Jackie_s_pace The XXX MW $MSFT deal will cost $IREN almost $9B. You think they are generating $3B per year of FCF from the deal On about $2B of annual revenue How does that work"
X Link 2025-12-12T22:20Z 55.9K followers, 29.4K engagements

"Is this the New Century/ABX (January 2007) moment for the subprime auto loan market IYKYK. $CVNA $CACC $ALLY"
X Link 2025-09-13T15:33Z 55.9K followers, 34.2K engagements

"This slide from $NRGs recent deck on future power needs highlighting forward curve power prices violates a number of current AI-narratives"
X Link 2025-10-27T16:16Z 55.9K followers, 50.2K engagements

"If these guys are getting $NVDA chips $FRHC #IYKYK"
X Link 2025-11-07T21:41Z 55.9K followers, 54.1K engagements

"@Gfilche Kid you literally promoted and became a director of one of the biggest jokes in recent stock market history. Maybe sit this one out"
X Link 2025-11-15T20:49Z 55.9K followers, 1384 engagements

"@MarckPam @stocktrader989 @jiahanjimliu Have you looked at the pre-tax ROICs and FCF characteristics of standalone data centers recently Its a terrible business. $DBRG $DLR $EQIX"
X Link 2025-11-18T16:34Z 55.9K followers, 3398 engagements

"@CernBasher Lol you just witnessed a company issue common stock to pay preferred dividends. But sure wrap it in techno-babble to impress the marks. $MSTR"
X Link 2025-12-01T18:28Z 55.9K followers, 31.1K engagements

"@pmcerroni @CernBasher The sign of a great con is when the marks think theyre in on the grift. $MSTR"
X Link 2025-12-01T20:16Z 55.9K followers, 8118 engagements

"@NationsWealth Correct. But they are increasing their capital employed by XX% for just X pts of unprofitable growth. And yes their M&A is in lieu of profitable R&D. $IBM"
X Link 2025-12-09T16:14Z 55.9K followers, 2383 engagements

"@NationsWealth (2) Including the $CFLT purchase $IBM will have averaged almost $7B in net acquisitions annually over the past decade. Yet EBIT has declined and ROIC has been cut in half over that ten years"
X Link 2025-12-09T16:33Z 55.9K followers, 2507 engagements

"@KentEkasak $MSFT is literally doing GPU rental deals with any company that can finance powered-up sites. Including brand new startups. This is ultimately a commodity finance business"
X Link 2025-11-05T00:50Z 55.9K followers, 2367 engagements

"As we have gotten some inquiries I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterdays open"
X Link 2025-11-08T13:41Z 55.9K followers, 1.1M engagements

"Wait did $MSTR not buy any Bitcoin last week during the selloff Isnt that when they should be buying more"
X Link 2025-11-24T17:48Z 55.9K followers, 435.8K engagements

"For those of you wondering why I keep bringing-up manufactures liability cost (insurance) for $TSLA regarding FSD/Robotaxis you might want read up on the $UBER insurance debacle with James River. Its a major cost issue"
X Link 2025-11-28T14:23Z 55.9K followers, 108.6K engagements

"You dont say"
X Link 2025-12-04T12:17Z 55.9K followers, 206.5K engagements

"So now the lying MSM is accurate"
X Link 2025-12-05T16:11Z 55.9K followers, 47K engagements

"Why is it IMPOSSIBLE for Humans to Reach MARS Brian Cox via @YouTube (Well worth the watch as the @SpaceX IPO talk heats up)"
X Link 2025-12-11T14:11Z 55.9K followers, 44.8K engagements

"Dear Data Centers In Space Guys-Can someone explain to me how getting marginal energy/cooling costs to zero in space saves $ given that they are only 10-15% of revenues for most terrestrial AI DC financial models Surely payload redundancy and insurance costs offset that"
X Link 2025-12-11T18:51Z 55.9K followers, 92.4K engagements

"@Jackie_s_pace Dude just explain to us how a project costing $8.8B with $1.9B in annual revenues has a three year payback period. #IRENMath"
X Link 2025-12-12T22:41Z 55.9K followers, 21.2K engagements