# ![@RealJimChanos Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1820860978827055104.png) @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.

### Engagements: [-------] [#](/creator/twitter::1820860978827055104/interactions)
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### Mentions: [--] [#](/creator/twitter::1820860978827055104/posts_active)
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### Followers: [------] [#](/creator/twitter::1820860978827055104/followers)
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### CreatorRank: [------] [#](/creator/twitter::1820860978827055104/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5946 [finance](/list/finance)  30.47% [cryptocurrencies](/list/cryptocurrencies)  #473 [technology brands](/list/technology-brands)  10.16% [automotive brands](/list/automotive-brands)  8.59% [countries](/list/countries)  7.81% [celebrities](/list/celebrities)  3.91% [financial services](/list/financial-services)  0.78%

**Social topic influence**
[bitcoin](/topic/bitcoin) #237, [ai](/topic/ai) 7.81%, [$tsla](/topic/$tsla) #906, [business](/topic/business) 7.03%, [$cvna](/topic/$cvna) #140, [$mstr](/topic/$mstr) #164, [$iren](/topic/$iren) #299, [china](/topic/china) 4.69%, [$hood](/topic/$hood) #70, [elon musk](/topic/elon-musk) 3.13%

**Top accounts mentioned or mentioned by**
[@finnbarian](/creator/undefined) [@mapotherthimas](/creator/undefined) [@dfaagh9876](/creator/undefined) [@gothamresearch](/creator/undefined) [@grok](/creator/undefined) [@meccarchitect](/creator/undefined) [@kshaughnessy2](/creator/undefined) [@getwhatugive](/creator/undefined) [@riskreversal](/creator/undefined) [@mwm76](/creator/undefined) [@baparish](/creator/undefined) [@lawrencelepard](/creator/undefined) [@dougkass](/creator/undefined) [@editorstoppick](/creator/undefined) [@snowballhustle](/creator/undefined) [@mothercabrininy](/creator/undefined) [@ttp_cap](/creator/undefined) [@spacex](/creator/undefined) [@jmoore1123](/creator/undefined) [@haydnbcole](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Carvana Co. (CVNA)](/topic/$cvna) [Strategy (MSTR)](/topic/$mstr) [Iris Energy Limited (IREN)](/topic/$iren) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Erie Indemnity Co. (ERIE)](/topic/$erie) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Ally Financial, Inc. (ALLY)](/topic/$ally) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Ormat Technologies, Inc. (ORA)](/topic/$ora) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Blackstone, Inc. (BX)](/topic/$bx) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [IBM (IBM)](/topic/ibm) [CarMax, Inc (KMX)](/topic/$kmx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it"  
[X Link](https://x.com/RealJimChanos/status/1951402647577305165)  2025-08-01T22:00Z 58.7K followers, 171.1K engagements


"Court reignites battle over Erie Insurance fees shaking up industry $ERIE https://www.insurancebusinessmag.com/us/news/legal-insights/court-reignites-battle-over-erie-insurance-fees-shaking-up-industry-553257.aspx https://www.insurancebusinessmag.com/us/news/legal-insights/court-reignites-battle-over-erie-insurance-fees-shaking-up-industry-553257.aspx"  
[X Link](https://x.com/RealJimChanos/status/1979216158399115268)  2025-10-17T16:01Z 58.8K followers, 11.7K engagements


"A reminder that these $ERIE results mean very little without seeing the results from their unconsolidated insurance operations (Erie Exchange). Erie Indemnity Reports Third Quarter [----] Results $ERIE https://t.co/H0LYAIGJFS Erie Indemnity Reports Third Quarter [----] Results $ERIE https://t.co/H0LYAIGJFS"  
[X Link](https://x.com/RealJimChanos/status/1984250683181482318)  2025-10-31T13:26Z 58.8K followers, 20K engagements


"@joelhedwards Geothermal is an absurdly capital-intensive energy business. Ormat has a 3% pre-tax ROIC with EBITDA minus capex that is negative. Very expensive alternative energy. $ORA"  
[X Link](https://x.com/RealJimChanos/status/2015579269800263955)  2026-01-26T00:15Z 58.5K followers, [----] engagements


"Maybe send the @SECGov instead ICE to conduct immigration enforcement at Super Bowl LX at Levi's Stadium official says. https://t.co/jXOLjmsFFA ICE to conduct immigration enforcement at Super Bowl LX at Levi's Stadium official says. https://t.co/jXOLjmsFFA"  
[X Link](https://x.com/RealJimChanos/status/2016148269936587064)  2026-01-27T13:56Z 58.7K followers, 17.3K engagements


"This is a very big deal. With whom did they share this dataand why The Social Security Administration now says members of Elon Musks DOGE team working at the agency last year accessed and shared sensitive data. The disclosure seemed to confirm some key concerns first raised in a whistleblower complaint last summer filed by the agencys chief https://t.co/PFmAGp0xCb The Social Security Administration now says members of Elon Musks DOGE team working at the agency last year accessed and shared sensitive data. The disclosure seemed to confirm some key concerns first raised in a whistleblower"  
[X Link](https://x.com/RealJimChanos/status/2016492033938968813)  2026-01-28T12:42Z 58.5K followers, 68.2K engagements


"@MWM76 Great investigative work by @GothamResearch. Confirming the view that generating a $1.00 loan for $1.03 and then selling it for $1.15 to an affiliate is not a sustainable business model. Such gains were $1.1B in the LTM or 99% of $CVNAs pre-tax profit"  
[X Link](https://x.com/RealJimChanos/status/2016590097391538198)  2026-01-28T19:12Z 58.6K followers, 62.7K engagements


"So AI leader $TSLA has to spend $2B to buy a tiny piece of another AI company"  
[X Link](https://x.com/RealJimChanos/status/2016639181812908460)  2026-01-28T22:27Z 58.7K followers, 69.1K engagements


"If you are a $CVNA shareholder this should terrify you. From what we now know about DriveTime thanks to @GothamResearch it was not extremely profitable when he posted that. Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY Yesterday $CVNA Director and Chair of the Audit Committee apparently tweeted this outand then deleted it. https://t.co/aDLe2ifxXY"  
[X Link](https://x.com/RealJimChanos/status/2016694027064672283)  2026-01-29T02:04Z 58.6K followers, 82.1K engagements


"Hell they didnt even win their own division. The Confederate States Army would have rolled any contemporary European army like a barrel. https://t.co/J65LxZSkx1 The Confederate States Army would have rolled any contemporary European army like a barrel. https://t.co/J65LxZSkx1"  
[X Link](https://x.com/RealJimChanos/status/2016851248826249356)  2026-01-29T12:29Z 58.7K followers, 30.9K engagements


"@jaysyoon Lol youre an idiot. What is the ROIC of $521M of EBIT on $8800M of investment The spreadsheet you are showing excludes $2000M of direct investment in the data center itself. Only the acceleration costs ($1000M) are included"  
[X Link](https://x.com/RealJimChanos/status/2016955631144480910)  2026-01-29T19:24Z 58.6K followers, 14.3K engagements


"#FundingSecured JUST IN: SpaceX is reportedly considering merging with Tesla JUST IN: SpaceX is reportedly considering merging with Tesla"  
[X Link](https://x.com/RealJimChanos/status/2017067656948465908)  2026-01-30T02:49Z 58.7K followers, 37.6K engagements


"The Tesla/SpaceX/xAI story being leaked last night now makes a bit more sense"  
[X Link](https://x.com/RealJimChanos/status/2017340850032820457)  2026-01-30T20:55Z 58.7K followers, 319.4K engagements


"@RandolphDuke7 Yes but Bezos doesnt see data centers in space for at least a decade(but less that twenty years). $AMZN"  
[X Link](https://x.com/RealJimChanos/status/2018792991004238332)  2026-02-03T21:05Z 58.5K followers, [----] engagements


"@BradMunchen The SpaceX capex numbers are way too low (and FCF too high) if the Starlink satellites only have a 5-year physical life. Adjusted EBITDA as a proxy for profitability at @SpaceX is highly misleading"  
[X Link](https://x.com/RealJimChanos/status/2019039606830998009)  2026-02-04T13:25Z 58.8K followers, 12.6K engagements


"@JMoore1123 @kshaughnessy2 94% of LTM pre-tax profits. $CVNA"  
[X Link](https://x.com/RealJimChanos/status/2019078543552958680)  2026-02-04T16:00Z 58.8K followers, [---] engagements


"@HaydnBCole @DarioCpx It did turn out horribly for the investors if not for the founders. Comcast one of the successful publicly-traded survivors has dramatically underperformed the market since the 90s"  
[X Link](https://x.com/RealJimChanos/status/2019385014136242503)  2026-02-05T12:18Z 58.5K followers, [---] engagements


"@DG_Invests So then what happened to the $225M AI ARR forecast for the December quarter and the $500M AI ARR forecast for the March quarter made just four months ago $IREN"  
[X Link](https://x.com/RealJimChanos/status/2019536165557121085)  2026-02-05T22:18Z 58.7K followers, [----] engagements


"@UnicusResearch 87% of Teslas FY [----] revenue was Automotive Sales and Services. So while it may not be valued like an automobile OEMits pretty clearly a car company in reality"  
[X Link](https://x.com/RealJimChanos/status/2019879720662495254)  2026-02-06T21:03Z 58.7K followers, 10.7K engagements


"@TheTechInvest It was so exceptional that FY [----] and [----] Adjusted EPS estimates dropped after their 2Q results. $IREN"  
[X Link](https://x.com/RealJimChanos/status/2020850098524106836)  2026-02-09T13:19Z 58.9K followers, [----] engagements


"@partners_road No mention of expensive urban office space rents $BX"  
[X Link](https://x.com/RealJimChanos/status/2019032222670721368)  2026-02-04T12:56Z 59.1K followers, [----] engagements


"The $MSTR CEO who along with Michael Saylor tried to convince investors to capitalize their mark-to-market Bitcoin gains last spring is now telling investors to ignore the GAAP mark-to-market losses #Shameless @PowerLunch"  
[X Link](https://x.com/RealJimChanos/status/2019862494278541822)  2026-02-06T19:55Z 59.1K followers, 85.1K engagements


"Fact Check: True Chicagos major selling point is its proximity to Wisconsin Chicagos major selling point is its proximity to Wisconsin"  
[X Link](https://x.com/RealJimChanos/status/2020536837530415435)  2026-02-08T16:34Z 59.1K followers, 17.1K engagements


"Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers. Nutty stat from Robinhood $HOOD earnings tonight: Prediction markets now up to $435m in annualized revenue as of Q4; up 3.8x from $115m just a quarter ago https://t.co/lHH15nNOwL Nutty stat from Robinhood $HOOD earnings tonight: Prediction markets now up to $435m in annualized revenue as of Q4; up 3.8x from $115m just a quarter ago https://t.co/lHH15nNOwL"  
[X Link](https://x.com/RealJimChanos/status/2021558995165860227)  2026-02-11T12:16Z 59.1K followers, 27.2K engagements


"Whatever your view on $HOOD being a casino vs a financial platform the following observation is stunning to me: If we include Januarys estimated loss of $(4-5)B Robinhoods customers have made very little money since the Meme Stock Era ended (6/30/21)"  
[X Link](https://x.com/RealJimChanos/status/2021656387454197975)  2026-02-11T18:43Z 59.1K followers, 249.4K engagements


"(2) The S&P Total Return Index since then is up over 70%. An actual bear market would be devastating to their customer base. $HOOD"  
[X Link](https://x.com/RealJimChanos/status/2021656891475325196)  2026-02-11T18:45Z 59.1K followers, 16.6K engagements


"Stock prices Bro doing a lot of heavy lifting today"  
[X Link](https://x.com/RealJimChanos/status/2021683819695214876)  2026-02-11T20:32Z 59.1K followers, 19.1K engagements


"Can you imagine any other CEO with a plunging stock saying The story of the day is that our junk debt is still trading at par $MSTR #LowBar "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m"  
[X Link](https://x.com/RealJimChanos/status/2021713225411101035)  2026-02-11T22:29Z 59.1K followers, 62.4K engagements


"If Ernst & Young is allowing $ERIE Indemnity to keep all of their actual captive insurance operations (the Erie Exchange) off their financial statements then we shouldnt be surprised about their opinion about $METAs giant data center SPV accounting treatment"  
[X Link](https://x.com/RealJimChanos/status/2021923419349213617)  2026-02-12T12:24Z 59.1K followers, 10.8K engagements


"Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the income statements for Alphabet Amazon Meta Microsoft or Oracle https://t.co/OVKXWw60oP Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the income statements for Alphabet Amazon Meta Microsoft or Oracle https://t.co/OVKXWw60oP"  
[X Link](https://x.com/RealJimChanos/status/2021964335996653693)  2026-02-12T15:07Z 59.1K followers, 63.9K engagements


"Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent software acquisitions. Still trading at a premium to the hyperscalers"  
[X Link](https://x.com/RealJimChanos/status/2021979120033575074)  2026-02-12T16:06Z 59.1K followers, 30.1K engagements


"We did this ROIC/IRR/MOIC analysis of the $IREN deal with $MSFT being as generous to IREN as possible. We used 5-yr life for the GPUs with 20% residual value. And only considered the supercluster/acceleration costs for the DC buildout at Childress"  
[X Link](https://x.com/RealJimChanos/status/1985749067390218719)  2025-11-04T16:40Z 59.1K followers, 227K engagements


"What about direct unsecured consumer debt subprime auto loans BNPL implied rates etc. Theres lots of high-rate consumer lending occurring outside of credit cards. (Not to mention the Executive Branchs legal ability to cap rates) HUGE: President Donald J. Trump announces a one year cap on Credit Card Interest Rates of 10% effective January [--] [----]. 💸 https://t.co/WKJ4Fk4SnC HUGE: President Donald J. Trump announces a one year cap on Credit Card Interest Rates of 10% effective January [--] [----]. 💸 https://t.co/WKJ4Fk4SnC"  
[X Link](https://x.com/RealJimChanos/status/2010005913420317177)  2026-01-10T15:08Z 59K followers, 43.5K engagements


"@IndraStocks @GothamResearch In the LTM Gain on Loan Sales was $1.1B at $CVNA or 94% of Pre-Tax Profit. I pretty much think that qualifies as a primary driver of profitability"  
[X Link](https://x.com/RealJimChanos/status/2017267015824687425)  2026-01-30T16:01Z 59K followers, [----] engagements


"Saying the quiet part out loud "Sometimes I wonder if my guys are betting on games" 😂 Tennessee head coach Rick Barnes on his team's bad passes Saturday vs. Auburn. (via @PaigeDauerFDP) https://t.co/0my9MQFp5G "Sometimes I wonder if my guys are betting on games" 😂 Tennessee head coach Rick Barnes on his team's bad passes Saturday vs. Auburn. (via @PaigeDauerFDP) https://t.co/0my9MQFp5G"  
[X Link](https://x.com/RealJimChanos/status/2018010085037838755)  2026-02-01T17:14Z 59K followers, 64.8K engagements


"@kshaughnessy2 Simple $CVNA Question: What would its profits be if every customer simply paid cash for their car purchase If zero/negligible then its not about the business model/scaleits about subprime finance/accounting"  
[X Link](https://x.com/RealJimChanos/status/2019054245580857703)  2026-02-04T14:23Z 59K followers, [----] engagements


"@swaminonymous @kshaughnessy2 $ALLY trades at 18x EPS and 1.0x BV. $CVNA"  
[X Link](https://x.com/RealJimChanos/status/2019088151214514491)  2026-02-04T16:38Z 59.1K followers, [---] engagements


"@DarioCpx An equipment leasing company that loses money even at 10-year depreciable life for its GPUs. Quite the business model. $CRWV"  
[X Link](https://x.com/RealJimChanos/status/2019136406355071424)  2026-02-04T19:50Z 59.1K followers, 10.8K engagements


"@baparish @kshaughnessy2 Again truewhich is why those companies ($KMX $ALLY etc) trade at 15-18x EPS. $CVNA"  
[X Link](https://x.com/RealJimChanos/status/2019159423877361750)  2026-02-04T21:21Z 59.1K followers, [---] engagements


"@LawrenceLepard @PowerLunch On June 10th on Bloomberg TV Michael Saylor claimed exactly that namely that $MSTR should be valued not just at NAV but additionally by capitalizing Bitcoin profits from mark-to-market"  
[X Link](https://x.com/RealJimChanos/status/2019891432132063455)  2026-02-06T21:50Z 59K followers, [----] engagements


"@neilcybart The $HOOD earnings deck"  
[X Link](https://x.com/RealJimChanos/status/2021666539985084774)  2026-02-11T19:23Z 59.1K followers, [----] engagements


"Your occasional reminder that Hyundai Motors(005380 KS) which owns Boston Dynamics (actual autonomous robots) and is testing a Level [--] autonomous driving system trades at 1x revenues and 8x EBITDA. This would value $TSLA at $30 to $50 per share. Boston Dynamics dropped a new Atlas video. Do you think Atlas is the most advanced humanoid robot in the world https://t.co/KT1apDjvhE Boston Dynamics dropped a new Atlas video. Do you think Atlas is the most advanced humanoid robot in the world https://t.co/KT1apDjvhE"  
[X Link](https://x.com/RealJimChanos/status/1852062843182399623)  2024-10-31T18:59Z 59.1K followers, 714.7K 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](https://x.com/RealJimChanos/status/1904968699582251447)  2025-03-26T18:48Z 59.1K followers, 674.5K engagements


"It looks like $METAs depreciable life on its capital base ($210B at 6/30/25) was 11-12 years as of the 2Q. If the true economic life on its GPUs is actually 2-3 years most of its profits are materially overstated"  
[X Link](https://x.com/RealJimChanos/status/1950690540095418561)  2025-07-30T22:50Z 59.1K followers, 903K engagements


"So almost 100% of the current US Savings Rate ($1.3T) is retail investors buying equities. We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month the largest 1M buying on record. $SPX $QQQ $IWM $NVDA $TSLA https://t.co/zkdNpkPJEh We have just witnessed the largest Retail Investor buying EVER. Retail has bought over +$100B of US stocks in the last month the largest 1M buying on record. $SPX $QQQ $IWM $NVDA $TSLA https://t.co/zkdNpkPJEh"  
[X Link](https://x.com/RealJimChanos/status/1976109155954937877)  2025-10-09T02:15Z 59.1K followers, 254.4K engagements


"So the cash-incinerating company at the epicenter of the AI Ecosystem whose CEO is already taunting non-existent short-sellers wants Federal taxpayer guarantees on its debt issuance AYFKM"  
[X Link](https://x.com/RealJimChanos/status/1986235842138947584)  2025-11-06T00:55Z 59.1K followers, 189.6K engagements


"$150M mkt cap company announced development of a $100B AI data center site. $NUAI New Era has secured a land option for [----] acres in NM to build a 7GW #AI data center hub - combining 2GW natural gas with 5+GW planned nuclear. This is New Eras first wholly owned development. Initial power delivery expected in [----]. Read more: https://t.co/By0MIl0BMS New Era has secured a land option for [----] acres in NM to build a 7GW #AI data center hub - combining 2GW natural gas with 5+GW planned nuclear. This is New Eras first wholly owned development. Initial power delivery expected in [----]. Read more:"  
[X Link](https://x.com/RealJimChanos/status/1986433260910424175)  2025-11-06T13:59Z 59.1K followers, 282.7K 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](https://x.com/RealJimChanos/status/1987153597079949732)  2025-11-08T13:41Z 59.1K followers, 1.1M engagements


"This is bad even by todays standards. #GoldenAge SCOOP: Days before the inauguration the Trump family secretly signed away 49% of World Liberty Financial their crypto company in a deal with a U.A.E. royal acc. to documents and people familiar. The $500M investment came months before the U.A.E. won access to U.S. AI chips🧵 SCOOP: Days before the inauguration the Trump family secretly signed away 49% of World Liberty Financial their crypto company in a deal with a U.A.E. royal acc. to documents and people familiar. The $500M investment came months before the U.A.E. won access to U.S. AI chips🧵"  
[X Link](https://x.com/RealJimChanos/status/2017947095873802749)  2026-02-01T13:04Z 59.1K followers, 337.1K engagements


"Just last week @SpaceX was floating a $1.5T valuation for its IPO. Now an implied $1.0T in its merger with @xai"  
[X Link](https://x.com/RealJimChanos/status/2018481627731833031)  2026-02-03T00:28Z 59.1K followers, 49.6K engagements


"So all the hyperscalers/neoclouds/ex-Bitcoin miners bringing terrestrial data center capacity online in 2-3 yearsare now terminal shorts Because thats the logical conclusion of the data centers in space narrative"  
[X Link](https://x.com/RealJimChanos/status/2018675928193187911)  2026-02-03T13:20Z 59.1K followers, 75.3K engagements


"Global leader in autonomous driving technology demands US Government help to compete versus the Chinese. $TSLA $TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF TRANSPORTATION FOR THE 21ST CENTURY" -- WRITTEN TESTIMONY $TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF"  
[X Link](https://x.com/RealJimChanos/status/2018757269513461986)  2026-02-03T18:43Z 59.1K followers, 44.9K engagements


"Ormaybe the fact that a number of Bitcoin miners-turned-AI-data-center companies have announced massive new powered sites out of the blue means that access to permitted power isnt such a constraint anymore. $IREN $CIFR $WULF $IREN just announced a new [---] GW site like it was nothing I dont think people understand the scale of that A few months ago the stock wouldve been up 20% on this news alone Now its down 24% in the post-market Crazy how fast the market can change what it likes https://t.co/XrlhCIEiJp $IREN just announced a new [---] GW site like it was nothing I dont think people understand"  
[X Link](https://x.com/RealJimChanos/status/2019781696921432344)  2026-02-06T14:34Z 59.1K followers, 47.8K engagements


"@LawrenceLepard Here is the interview where Saylor claims that the $MSTR Bitcoin mark-to-market profits deserve a [--] to [--] multiple. From the 4:00 minute mark. #Gibberish On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury Companies our 100% BTC @Strategy debunk Quantum FUD and show why AI is bullish for Bitcoin. https://t.co/mOAaAm6DaD On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury Companies our 100% BTC @Strategy debunk Quantum FUD and show why AI is bullish for Bitcoin."  
[X Link](https://x.com/RealJimChanos/status/2019892868853158123)  2026-02-06T21:56Z 59.1K followers, 15.9K engagements


"This seems more timely than ever: JUST IN: Elon Musk to build city on the Moon JUST IN: Elon Musk to build city on the Moon"  
[X Link](https://x.com/RealJimChanos/status/2020951151274058018)  2026-02-09T20:01Z 59.1K followers, 18K engagements


"@MrMojoRisinX The market for these companies is so healthy that they wont have to mark their portfolios down"  
[X Link](https://x.com/RealJimChanos/status/2021580305778262051)  2026-02-11T13:41Z 59.1K followers, [----] engagements


"@DzambhalaHODL Its about $5B in cumulative gains from 6/30/21 (Meme Stock Peak) inclusive of January 2026s estimated loss ($4-5B)"  
[X Link](https://x.com/RealJimChanos/status/2021673931305034094)  2026-02-11T19:53Z 59.1K followers, [----] engagements


"@hoomansv Apparently not"  
[X Link](https://x.com/RealJimChanos/status/2021727583063114166)  2026-02-11T23:26Z 59.1K followers, [----] engagements


"@jbulltard1 $IBMs greatest innovations in the 21st Century have been in financial engineering"  
[X Link](https://x.com/RealJimChanos/status/2021980937761042562)  2026-02-12T16:13Z 59.1K followers, [----] engagements


"What are we even doing here Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz"  
[X Link](https://x.com/RealJimChanos/status/2022440207404933504)  2026-02-13T22:38Z 59.1K followers, 140.7K engagements


"(3) And given their options/crypto exposure its safe to say the $HOOD customer base was probably leveraged long over this five year period. Yikes"  
[X Link](https://x.com/RealJimChanos/status/2021659334292517038)  2026-02-11T18:55Z 59.1K followers, 13.4K engagements


"@PeterDiamandis Thats because most of those cars are all needed at the same time to commute to/from work. This is the Great Robotaxi Demand Fallacy"  
[X Link](https://x.com/RealJimChanos/status/2022480570060546535)  2026-02-14T01:18Z 59.1K followers, [----] engagements


"Musk realizes as anyone who has looked at the numbers has that there is not enough fraud/waste/abuse to materially cut the deficit. Season Two of DOGE is going to be lit Elon Musk called entitlement spending benefits including Social Security and Medicare key targets for cuts which contradicts President Donald Trumps pledge to not touch those programs https://t.co/Y4hxGWmrZK Elon Musk called entitlement spending benefits including Social Security and Medicare key targets for cuts which contradicts President Donald Trumps pledge to not touch those programs https://t.co/Y4hxGWmrZK"  
[X Link](https://x.com/anyuser/status/1899221630355685771)  2025-03-10T22:11Z 59.1K followers, 134.7K engagements


"Memo to Commerce Secretary: Your latest stock recommendation is trading at 165x true LTM Operating EPS. $TSLA"  
[X Link](https://x.com/anyuser/status/1902718135259578371)  2025-03-20T13:45Z 59.1K followers, 74.5K engagements


"What are we doing here Are we just unilaterally going to seize territory from an ally The upside of that policy is what exactly JD Vance: Denmark not doing its job not being a good allyif that means we need to take more territorial interest in greenland that is what president trump is going to do. https://t.co/nqcNW6FODU JD Vance: Denmark not doing its job not being a good allyif that means we need to take more territorial interest in greenland that is what president trump is going to do. https://t.co/nqcNW6FODU"  
[X Link](https://x.com/anyuser/status/1903986915054932040)  2025-03-24T01:47Z 59.1K followers, 128.8K engagements


"#GoldenAgeOfFraud Today I was issued a full and unconditional pardon by @realDonaldTrump himself. He called me personally to tell me. This pardon is not just about meits about every American who has been railroaded by the government and unfortunately thats a lot of people. It is no wonder https://t.co/qpT0jjI6Fy Today I was issued a full and unconditional pardon by @realDonaldTrump himself. He called me personally to tell me. This pardon is not just about meits about every American who has been railroaded by the government and unfortunately thats a lot of people. It is no wonder"  
[X Link](https://x.com/anyuser/status/1905457949339689399)  2025-03-28T03:12Z 59.1K followers, 78.6K engagements


"Says it all Reporter: What was your reason for pardoning Trevor Milton Trump: I don't know him but they say it was very unfair and the thing that he did wrong was he was one of the first people that supported a gentleman named Donald Trump for president. https://t.co/zZkJHcGJ3k Reporter: What was your reason for pardoning Trevor Milton Trump: I don't know him but they say it was very unfair and the thing that he did wrong was he was one of the first people that supported a gentleman named Donald Trump for president. https://t.co/zZkJHcGJ3k"  
[X Link](https://x.com/anyuser/status/1905678309867856060)  2025-03-28T17:48Z 59.1K followers, 110.6K engagements


"The last time China Japan and Korea teamed up the Mongols were involved. CHINESE STATE MEDIA: CHINA JAPAN SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE U.S. TARIFFS CHINESE STATE MEDIA: CHINA JAPAN SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE U.S. TARIFFS"  
[X Link](https://x.com/anyuser/status/1906734585200660949)  2025-03-31T15:45Z 59.1K followers, 278.8K engagements


"Its remarkable how so many of our Silicon Valley Overlords dont seem to understand how the Internet works. How It Started How It's Going https://t.co/tV51DvxXuQ How It Started How It's Going https://t.co/tV51DvxXuQ"  
[X Link](https://x.com/anyuser/status/1908236925686649189)  2025-04-04T19:15Z 59.1K followers, 135.9K engagements


"I think he really believes this. "A trade surplus means a lot. It's almost like a profit and loss statement." -Trump "A trade surplus means a lot. It's almost like a profit and loss statement." -Trump"  
[X Link](https://x.com/anyuser/status/1909597031443673504)  2025-04-08T13:19Z 59.1K followers, 49.2K engagements


"Im old enough to remember when this was about Fentanyl"  
[X Link](https://x.com/anyuser/status/1910049187854426472)  2025-04-09T19:16Z 59.1K followers, 167.3K engagements


"Wait what What happened to the $1-2 trillion he kept boasting about Musk: We anticipate savings in FY26 from reduction of waste and fraud by $150 billion. https://t.co/DaL5Sjtj0t Musk: We anticipate savings in FY26 from reduction of waste and fraud by $150 billion. https://t.co/DaL5Sjtj0t"  
[X Link](https://x.com/anyuser/status/1910387319372231050)  2025-04-10T17:40Z 59.1K followers, 443.5K engagements


"I preferred the American flag"  
[X Link](https://x.com/anyuser/status/1910728403369472354)  2025-04-11T16:15Z 59.1K followers, 55.6K engagements


"@TheStalwart Except of course that their Friday night press release literally said Exceptions. #SerenityNow"  
[X Link](https://x.com/anyuser/status/1911518097649156109)  2025-04-13T20:33Z 59.1K followers, 101.6K engagements


"He also thought DOGE would save $1-2 trillion too. BREAKING: ELON MUSK SAYS ROBOTAXIS CAN MAKE $TSLA $5 TRILLION COMPANY 👀 He says optimus can make it $25T https://t.co/E9vsTNvYGJ BREAKING: ELON MUSK SAYS ROBOTAXIS CAN MAKE $TSLA $5 TRILLION COMPANY 👀 He says optimus can make it $25T https://t.co/E9vsTNvYGJ"  
[X Link](https://x.com/anyuser/status/1911797001722667436)  2025-04-14T15:01Z 59.1K followers, 70.4K engagements


"Trump: We were losing hundreds of billions of dollars on China. Now we are not doing business with China so we are saving hundreds of billions"  
[X Link](https://x.com/anyuser/status/1919039945898959270)  2025-05-04T14:42Z 59.1K followers, 227.5K engagements


"@JamesSurowiecki He has had that ridiculous view (i.e. trade deficits are losses) since at least the mid-80s. And no matter how many people tell him that its wrong-he continues to believe it"  
[X Link](https://x.com/anyuser/status/1919106091218026771)  2025-05-04T19:05Z 59.1K followers, 46.5K engagements


"Interesting strategy (continuing to negotiate against yourself while undermining your team) from the Worlds Greatest Dealmaker"  
[X Link](https://x.com/anyuser/status/1920858509547089954)  2025-05-09T15:08Z 59.1K followers, 106.7K engagements


"I know nothing fundamental matters in a vibes market but the $TSLA 2025-26 Adjusted EPS estimates have round-tripped to where they were in 2017-19 when the stock was below $30"  
[X Link](https://x.com/anyuser/status/1925582429873402033)  2025-05-22T16:00Z 59.1K followers, 317.5K engagements


"So China is holding some cards BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW BESSENT : CHINA IS HOLDING BACK PRODUCTS ESSENTIAL TO INDUSTRIAL SUPPLY CHAIN -CBS INTERVIEW"  
[X Link](https://x.com/anyuser/status/1929202481948463211)  2025-06-01T15:44Z 59.1K followers, 112.5K engagements


"So Ukraine without a navy and strategic air force has crippled both Russias Black Sea Fleet and Strategic Bomber Force"  
[X Link](https://x.com/anyuser/status/1929203932758262043)  2025-06-01T15:50Z 59.1K followers, 81.7K engagements


"It was the exact same bill last week when he was in the Oval Office praising Trump"  
[X Link](https://x.com/anyuser/status/1929959784993731065)  2025-06-03T17:54Z 59.1K followers, 87.9K engagements


"@TheStalwart Man who runs huge investment firm wants more tax cuts for investors. Report at 11"  
[X Link](https://x.com/anyuser/status/1930267995714056221)  2025-06-04T14:18Z 59.1K followers, 28.3K engagements


"@PrestonPysh My mother always told me to never go to a fight youre invited to but in this case Ill make an exception. DM me with a proposal"  
[X Link](https://x.com/anyuser/status/1935070626072424767)  2025-06-17T20:22Z 59.1K followers, 172K engagements


"Bitcoin treasury companies visit Lake Wobegon 1x mNAV bitcoin treasury companies are interesting because you get leveraged bitcoin exposure at low interest rates long duration debt and no short term liquidation risk. 1x mNAV bitcoin treasury companies are interesting because management can issue equity and arbitrage 1x mNAV bitcoin treasury companies are interesting because you get leveraged bitcoin exposure at low interest rates long duration debt and no short term liquidation risk. 1x mNAV bitcoin treasury companies are interesting because management can issue equity and arbitrage"  
[X Link](https://x.com/RealJimChanos/status/1938253870544621843)  2025-06-26T15:11Z 58.8K followers, 28K engagements


"NJ Online Casino Sports Betting Tax Rate Increases Pass Both Chambers - From 15.00% to 19.75% https://www.legalsportsreport.com/236940/nj-online-casino-sports-betting-tax-rate-increases-pass-both-chambers/ https://www.legalsportsreport.com/236940/nj-online-casino-sports-betting-tax-rate-increases-pass-both-chambers/"  
[X Link](https://x.com/RealJimChanos/status/1940765000018137299)  2025-07-03T13:30Z 59.1K followers, 15.9K engagements


"Tesla continues to make these posts on social media while claiming in courtrooms that no one should believe its cars drive themselves. $TSLA Why drive when your car can do it for you Why drive when your car can do it for you"  
[X Link](https://x.com/anyuser/status/1948489746067411005)  2025-07-24T21:05Z 59.1K followers, 99.9K engagements


"First assume a 40% annual growth rate then Example Bitcoin Buy Borrow Die Investment Plan that builds generation wealth while we live give back to our communities and enjoy life🧡 This can be done with any amount. Never sell your Bitcoin Starting Bitcoin value: $100000 Bitcoin growth (CAGR): 40% per year https://t.co/u377xpbp4g Example Bitcoin Buy Borrow Die Investment Plan that builds generation wealth while we live give back to our communities and enjoy life🧡 This can be done with any amount. Never sell your Bitcoin Starting Bitcoin value: $100000 Bitcoin growth (CAGR): 40% per year"  
[X Link](https://x.com/anyuser/status/1952039308040327502)  2025-08-03T16:10Z 59.1K followers, 118.7K engagements


"First assume [--] billion users"  
[X Link](https://x.com/anyuser/status/1957889321748267082)  2025-08-19T19:36Z 59.1K followers, 236.4K engagements


"Any updates on Greenland Ft. Knox and/or the latest DOGE budget cut figures"  
[X Link](https://x.com/anyuser/status/1958284494919893376)  2025-08-20T21:46Z 59.1K followers, 57.1K engagements


"Well its not like $ORCL has been credibly accused of accounting issues recently. (From [----] and 2019)"  
[X Link](https://x.com/anyuser/status/1965792790367089031)  2025-09-10T15:01Z 59.1K followers, 128.3K engagements


"The last sentence of the $NVDA/OpenAI press release"  
[X Link](https://x.com/anyuser/status/1970186464668369405)  2025-09-22T18:00Z 59.1K followers, 174.5K engagements


"If you are speculating in inherently worthless financial assets on a momentum/squeeze narrative please understand that you are still taking this risk. Well that escalated quickly https://t.co/hchCYK4rHq Well that escalated quickly https://t.co/hchCYK4rHq"  
[X Link](https://x.com/anyuser/status/1977027097970589722)  2025-10-11T15:02Z 59.1K followers, 123.2K engagements


"Wait what Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization https://t.co/IyUb9CyV33 Deutsche Bank: Growth of ChatGPTs Paying Users in Europe Has Stalled The flagship product of the AI industry ChatGPT is facing a major challenge. Growth in paying users across Europe appears to have come to a standstill signaling a serious warning about AIs monetization https://t.co/IyUb9CyV33"  
[X Link](https://x.com/anyuser/status/1979168632602046958)  2025-10-17T12:52Z 59.1K followers, 213.8K engagements


"The BBG Hopper GPU Rental Index with a big move down in late-October. Now down 28% Y/Y"  
[X Link](https://x.com/anyuser/status/1984302862839488857)  2025-10-31T16:54Z 59K followers, 407.1K engagements


"@longgamma Looks like someone else took that bullet first"  
[X Link](https://x.com/anyuser/status/1987288777551749432)  2025-11-08T22:39Z 59.1K followers, 118.8K engagements


"If you were crowing about your stocks being up 200-400% Y/Y a few weeks ago but are now wondering why they are suddenly down 30-50% (with the market 2% off its ATH)you might want to read-up on beta"  
[X Link](https://x.com/anyuser/status/1989015818303152570)  2025-11-13T17:01Z 59.1K followers, 297.7K engagements


"Indeed HODL https://t.co/sQysm4i88t HODL https://t.co/sQysm4i88t"  
[X Link](https://x.com/anyuser/status/1989331038795866547)  2025-11-14T13:54Z 59.1K followers, 160.9K engagements


"For those of you new to trading China face-ripping rallies and episodic crashes are features of this equity market not bugs. But long-term outside capital is not treated well"  
[X Link](https://x.com/RealJimChanos/status/1841591991748198844)  2024-10-02T21:32Z 59.1K followers, 169.9K engagements


"Elon claims he could do this for about $6 million per mile ($20B). Lol ok. @boringcompany"  
[X Link](https://x.com/RealJimChanos/status/1866499114332192804)  2024-12-10T15:04Z 59.1K followers, 463.8K engagements


"$MSFT is going to spend $80B on AI data centers this year Thats over half their existing PP&E ($153B) and almost as much as the LTM capex of the Big Five International Oil Companies combined ($88B)"  
[X Link](https://x.com/RealJimChanos/status/1875272155434512665)  2025-01-03T20:04Z 59.1K followers, 277.8K engagements


"Im afraid the The Golden Age of Fraud may not do justice to the next four years"  
[X Link](https://x.com/RealJimChanos/status/1880655684620128261)  2025-01-18T16:37Z 59.1K followers, 230.6K engagements


"Lol not a chance. If this is how their accounting is going to work its a joke. #ShowYourWork DOGE is saving the Federal Government approx. $1 billion/day mostly from stopping the hiring of people into unnecessary positions deletion of DEI and stopping improper payments to foreign organizations all consistent with the Presidents Executive Orders. A good start DOGE is saving the Federal Government approx. $1 billion/day mostly from stopping the hiring of people into unnecessary positions deletion of DEI and stopping improper payments to foreign organizations all consistent with the Presidents"  
[X Link](https://x.com/RealJimChanos/status/1884406546760950127)  2025-01-29T01:01Z 59.1K followers, 111.7K engagements


"I know fundamentals dont matter anymore with $TSLA but still find it remarkable that the consensus [----] estimate for Adjusted EPS($3.05) has completely round-tripped to where it was in [----] before the stock went parabolic"  
[X Link](https://x.com/RealJimChanos/status/1885380225648808210)  2025-01-31T17:30Z 59.1K followers, 256.1K engagements


"$PLTR management continues to ridicule the skeptics on their stock pricewhile they keep selling material amounts of shares. $PLTR president dumps $310M of the stock (largest sale ever) https://t.co/AFEGcxrlIt $PLTR president dumps $310M of the stock (largest sale ever) https://t.co/AFEGcxrlIt"  
[X Link](https://x.com/RealJimChanos/status/1901751581017612695)  2025-03-17T21:44Z 59.1K followers, 271.8K engagements


"This cant possibly be truecan it Just figured out where these fake tariff rates come from. They didn't actually calculate tariff rates + non-tariff barriers as they say they did. Instead for every country they just took our trade deficit with that country and divided it by the country's exports to us. So we Just figured out where these fake tariff rates come from. They didn't actually calculate tariff rates + non-tariff barriers as they say they did. Instead for every country they just took our trade deficit with that country and divided it by the country's exports to us. So we"  
[X Link](https://x.com/RealJimChanos/status/1907561771579367796)  2025-04-02T22:32Z 59.1K followers, 143.1K engagements


"Just a reminder that this story was leaked on Monday and then denied by the White House"  
[X Link](https://x.com/RealJimChanos/status/1910068069386379372)  2025-04-09T20:31Z 59.1K followers, 249K engagements


"So we wont be assembling smartphones here after all President Donald Trumps administration exempted smartphones computers and other electronics from its so-called reciprocal tariffs potentially cushioning consumers from sticker shock https://t.co/t4eXa7KWlR President Donald Trumps administration exempted smartphones computers and other electronics from its so-called reciprocal tariffs potentially cushioning consumers from sticker shock https://t.co/t4eXa7KWlR"  
[X Link](https://x.com/RealJimChanos/status/1911048638576415097)  2025-04-12T13:27Z 59.1K followers, 162.2K engagements


"China sending a message $TSLA"  
[X Link](https://x.com/RealJimChanos/status/1912941180217667615)  2025-04-17T18:48Z 59.1K followers, 125K engagements


"Data Centers #UhOh"  
[X Link](https://x.com/RealJimChanos/status/1914352590994731162)  2025-04-21T16:16Z 59.1K followers, 440.6K engagements


"I thought what was said was the exporting country pays the tariff"  
[X Link](https://x.com/RealJimChanos/status/1923844645747831154)  2025-05-17T20:54Z 59.1K followers, 51.6K engagements


"The Snake Oil River runs through Las Vegas this month. OHIO GOVERNOR CANDIDATE VIVEK RAMASWAMY JUST ANNOUNCED TO INCLUDE #BITCOIN EDUCATION IN PUBLIC SCHOOLS THIS IS HUGE https://t.co/k0xVInpRQS OHIO GOVERNOR CANDIDATE VIVEK RAMASWAMY JUST ANNOUNCED TO INCLUDE #BITCOIN EDUCATION IN PUBLIC SCHOOLS THIS IS HUGE https://t.co/k0xVInpRQS"  
[X Link](https://x.com/RealJimChanos/status/1927487052787880149)  2025-05-27T22:08Z 59.1K followers, 76.4K engagements


"I cant remember the last time a company lost almost $200B in equity market cap on no official corporate news"  
[X Link](https://x.com/RealJimChanos/status/1930747453202120843)  2025-06-05T22:03Z 59.1K followers, 182K engagements


"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. On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury Companies our 100% BTC @Strategy debunk Quantum FUD and show why AI is bullish for Bitcoin. https://t.co/mOAaAm6DaD On @BloombergTV: I explain $STRK $STRF $STRD the risk of shorting $MSTR the rise of Bitcoin Treasury"  
[X Link](https://x.com/RealJimChanos/status/1932497480547250574)  2025-06-10T17:57Z 59.1K followers, 534.4K engagements


"Like these $MSTR Bigger Dots are etter https://t.co/vm1UItzmRb Bigger Dots are etter https://t.co/vm1UItzmRb"  
[X Link](https://x.com/RealJimChanos/status/1934230857838899272)  2025-06-15T12:45Z 59.1K followers, 315.5K engagements


"Another penny-stock trying to raise hundreds of millions of $ to buy Bitcoin. $CINGF 🚨JUST IN: Coinsilium received shareholder approval to issue up to 600M new shares enhancing its ability to scale its Bitcoin treasury strategy via its Forza subsidiary. Since May it raised 11.62M and grew its BTC holdings from [--] to [-----] BTC. With this new flexibility https://t.co/ivnh2WLl64 🚨JUST IN: Coinsilium received shareholder approval to issue up to 600M new shares enhancing its ability to scale its Bitcoin treasury strategy via its Forza subsidiary. Since May it raised 11.62M and grew its BTC"  
[X Link](https://x.com/anyuser/status/1943671163407753472)  2025-07-11T13:58Z 59.1K followers, 47.1K engagements


"@MarkWarner People forget that the Russian Government itself boasted of doing its work with the [----] Trump Campaign shortly after the Election"  
[X Link](https://x.com/RealJimChanos/status/1946367439467343915)  2025-07-19T00:32Z 59.1K followers, 70.8K engagements


"@BitMasterK [--]. Dont be ridiculous. Any business proposition that depends wholly on investors constantly overpaying for your securities issuance does not deserve to trade at a premium. [--]. Lets see how many new investors want to continue to overpay for $MSTRs magic preferred shares"  
[X Link](https://x.com/RealJimChanos/status/1955815503156666801)  2025-08-14T02:15Z 59.1K followers, [----] engagements


"So not only did $MSTR buy just $51M of Bitcoin due to lack of demand for the preferred ATMs but it also looks like Saylor is lowering the 2.5x mNAV floor when otherwise deemed advantageous to the Company"  
[X Link](https://x.com/RealJimChanos/status/1957418200418615608)  2025-08-18T12:24Z 59.1K followers, 147K engagements


"These circular GPU deals are getting bigger by the month. $CRWV $NVDA"  
[X Link](https://x.com/RealJimChanos/status/1967576144221438146)  2025-09-15T13:08Z 59.1K followers, 157.4K engagements


"Ill take Things Not Seen At Bottoms for $600 Alex. Trading is becoming a spectator sport in South Korea: https://t.co/eFZXoz3oP4 Trading is becoming a spectator sport in South Korea: https://t.co/eFZXoz3oP4"  
[X Link](https://x.com/RealJimChanos/status/1970547528841187727)  2025-09-23T17:55Z 59.1K followers, 295.7K engagements


"@penny_ether @hashmoney9 $IREN already announced a recent purchase of [-----] GPUs for $674M or $54000 per average GPU"  
[X Link](https://x.com/RealJimChanos/status/1980079583677259832)  2025-10-20T01:12Z 59.1K followers, [----] engagements


"Virtually every customer in $DASHs US urban markets knows that report is NOT false. The Dashers that the app says are delivering your food are not the same people actually doing so even if the Dasher on record signed-up legally. @DC_Draino This report is false. Every Dasher must have a valid Social Security Number to sign up no exceptions. You cant sign up with an ITIN. Were going to keep cracking down on account sharing and deactivating those who violate our rules. @DC_Draino This report is false. Every Dasher must have a valid Social Security Number to sign up no exceptions. You cant sign"  
[X Link](https://x.com/RealJimChanos/status/1981796648843194792)  2025-10-24T18:55Z 59.1K followers, 253.3K engagements


"80% of ($TSLAs) value will come from Optimus. @rdd147 https://t.co/zG8Wkttwny @rdd147 https://t.co/zG8Wkttwny"  
[X Link](https://x.com/RealJimChanos/status/1983354662729457984)  2025-10-29T02:06Z 59.1K followers, 148.9K engagements


"@Mining4Answers Arent you forgetting the annual cash maintenance capex(not opex) on the $2-3B DC itself Its a capital-intensive business see the legacy DC companies. We are using $200M annually in this deal. Changes the economics materially. $IREN"  
[X Link](https://x.com/RealJimChanos/status/1987637730155606364)  2025-11-09T21:45Z 59.1K followers, 22.8K engagements

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