[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 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 [#](/creator/twitter::1820860978827055104/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +16% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX +2,508% ### Mentions: XX [#](/creator/twitter::1820860978827055104/posts_active)  - X Week XX +2.10% - X Month XXX +14% - X Months XXX +36% - X Year XXXXX +563% ### Followers: XXXXXX [#](/creator/twitter::1820860978827055104/followers)  - X Week XXXXXX +1.90% - X Month XXXXXX +6.80% - X Months XXXXXX +66% - X Year XXXXXX +554% ### CreatorRank: XXXXXXX [#](/creator/twitter::1820860978827055104/influencer_rank)  ### Social Influence [#](/creator/twitter::1820860978827055104/influence) --- **Social category influence** [stocks](/list/stocks) #1850 [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXX% [countries](/list/countries) XXXX% [nfl](/list/nfl) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$iren](/topic/$iren) #61, [$dlr](/topic/$dlr) #1, [$eqix](/topic/$eqix) #2, [$crwv](/topic/$crwv) #80, [$erie](/topic/$erie) #2, [gpu](/topic/gpu) #706, [bitcoin](/topic/bitcoin) 0.83%, [$nvda](/topic/$nvda) #968, [nvda](/topic/nvda) #304, [$500m](/topic/$500m) #153 **Top accounts mentioned or mentioned by** [@bitcoinpierre](/creator/undefined) [@morpheus7447x](/creator/undefined) [@ryquant](/creator/undefined) [@comic](/creator/undefined) [@thebtctherapist](/creator/undefined) [@punterjeff](/creator/undefined) [@mikealfred](/creator/undefined) [@rob1ham](/creator/undefined) [@grok](/creator/undefined) [@prestonpysh](/creator/undefined) [@johnleupp](/creator/undefined) [@alexjeser](/creator/undefined) [@saylor](/creator/undefined) [@franchise9494](/creator/undefined) [@thekamahsutra](/creator/undefined) [@strategy](/creator/undefined) [@80iqmindset](/creator/undefined) [@fkelontrumpmaga](/creator/undefined) [@bullltalk](/creator/undefined) [@4thshitposting](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Equinix Inc (EQIX)](/topic/$eqix) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Erie Indemnity Co. (ERIE)](/topic/$erie) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Oracle Corporation (ORCL)](/topic/$orcl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Hundred Million (100M)](/topic/$100m) [Advanced Micro Devices (AMD)](/topic/$amd) [Sunrun Inc (RUN)](/topic/$run) [Strategy (MSTR)](/topic/$mstr) [SPX6900 (SPX)](/topic/$spx) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) ### Top Social Posts [#](/creator/twitter::1820860978827055104/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](https://x.com/RealJimChanos/status/1972815044569149877) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-30T00:05Z 46.2K followers, 1314 engagements "@Fortifiedvc @CoreWeave No disrespect but you lost me at high-yield asset-backed throughput whatever that is. $CRWV" [X Link](https://x.com/RealJimChanos/status/1976252941440077843) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T11:46Z 46.2K followers, XXX 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](https://x.com/RealJimChanos/status/1976667535937548325) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-10T15:13Z 46.3K followers, 50.7K engagements "We were reliably informed by Team Milei that governmental subsidies were socialism. I guess it depends on which government" [X Link](https://x.com/RealJimChanos/status/1978870889358762246) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-16T17:09Z 46.3K followers, 38.4K 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) [@RealJimChanos](/creator/x/RealJimChanos) 2025-03-26T18:48Z 46.3K 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](https://x.com/RealJimChanos/status/1975971152632873110) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T17:06Z 46.3K followers, 277.9K 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](https://x.com/RealJimChanos/status/1976220227626262955) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T09:36Z 46.3K followers, 10.9K 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](https://x.com/RealJimChanos/status/1970831173279437074) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-24T12:42Z 46.2K followers, 8442 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](https://x.com/RealJimChanos/status/1973380710577701111) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-01T13:33Z 46.3K followers, 38.4K engagements "Jensens estimate that a 1GW AI factory will cost $20-30B BEFORE GPU costs is well above what many AI data center companies currently are telling investors their costs will be" [X Link](https://x.com/RealJimChanos/status/1970225940769726660) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-22T20:37Z 46.2K followers, 55.5K 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](https://x.com/RealJimChanos/status/1852062843182399623) [@RealJimChanos](/creator/x/RealJimChanos) 2024-10-31T18:59Z 46.2K 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](https://x.com/RealJimChanos/status/1978235574952571152) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T23:04Z 46.3K followers, 9225 engagements "I was reliably informed that xAI was not trying to raise capital" [X Link](https://x.com/RealJimChanos/status/1975749155906621889) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T02:24Z 46.3K followers, 27.7K engagements "To put the $140B monthly figure in context it equals over XXX% of the current US savings rate(4%) per month. And swamps the early-2021 SPAC/IPO/NFT peak" [X Link](https://x.com/RealJimChanos/status/1866197516854624448) [@RealJimChanos](/creator/x/RealJimChanos) 2024-12-09T19:05Z 46.2K followers, 117.5K 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](https://x.com/RealJimChanos/status/1972781285870547449) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-29T21:51Z 46.2K followers, 2056 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](https://x.com/RealJimChanos/status/1972996881581281617) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-30T12:08Z 46.2K followers, 1190 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 $2729M of economic depreciation. Using the high end of the CEOs useful life estimate yields a X% ROIC" [X Link](https://x.com/RealJimChanos/status/1976058293027274849) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T22:53Z 46.3K followers, 34.4K engagements "@GeneAJonesJr Understood but that means you have a tech-service REIT like the legacy data centers ($DLR $EQIX etc) not a technology company" [X Link](https://x.com/RealJimChanos/status/1976666532722917867) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-10T15:10Z 46.2K followers, 1002 engagements "@MikeKuczborski Look at the real-world capex levels of companies that actually operate data centers like $DLR and $EQIX" [X Link](https://x.com/RealJimChanos/status/1973369845405340125) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-01T12:50Z 46.2K followers, 1756 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](https://x.com/RealJimChanos/status/1975201250301133227) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-06T14:07Z 46.3K followers, 72.4K 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](https://x.com/RealJimChanos/status/1978462561738559527) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T14:06Z 46.3K followers, 50.8K 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](https://x.com/RealJimChanos/status/1978115555170103331) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T15:07Z 46.3K followers, 16.2K engagements "@windingwords The same $ORCL that confirmed the low AI DC margin reporting from @theinformation last week And BTW XX% hoped-for future margins for $IREN ($175M on $500M ARR) is BELOW Irens cost-of-capital anyways. This is a capital-intensive commodity business" [X Link](https://x.com/RealJimChanos/status/1979215763392155842) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-17T15:59Z 46.3K followers, XXX 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](https://x.com/RealJimChanos/status/1976218571232686563) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T09:29Z 46.2K followers, XXX engagements "@rohanpaul_ai Whats the annual depreciation on those $35B of chips that OpenAI buys by leveraging $NVDAs $10B of equity See the problem" [X Link](https://x.com/RealJimChanos/status/1975243077322486075) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-06T16:53Z 46.1K followers, 7628 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](https://x.com/RealJimChanos/status/1973415786845729221) [@RealJimChanos](/creator/x/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](https://x.com/RealJimChanos/status/1978453715569787385) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T13:31Z 46.3K 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](https://x.com/RealJimChanos/status/1978226261408264242) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T22:27Z 46.3K followers, 4351 engagements "@KerrisdaleCap Excited to see how fast it can grow Stock Yield Per Share" [X Link](https://x.com/RealJimChanos/status/1976334120801403066) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T17:09Z 46.3K followers, 10.9K 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](https://x.com/RealJimChanos/status/1973004699503853838) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-30T12:39Z 46.2K followers, XXX engagements "@TheBTCTherapist Then $MSTR will have to sell hundreds of billions of additional securities to pay the dividends" [X Link](https://x.com/RealJimChanos/status/1974516461634007188) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-04T16:46Z 46.1K followers, 8980 engagements "@_Sgr_A_Star @jiahanjimliu At 2M per MW opex (Colocation) cost and $5M Compute cost (5-yr depreciable life) $IRENs 50MW deal would produce EBIT of $150M annually. The problem It would be on a capital cost of $XXX to $1.8B or an 8-10% pre-tax ROIC. Thats well below $IRENs WACC" [X Link](https://x.com/RealJimChanos/status/1978974491498729891) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-17T00:01Z 46.3K followers, 19.1K engagements "Court reignites battle over Erie Insurance fees shaking up industry $ERIE" [X Link](https://x.com/RealJimChanos/status/1979216158399115268) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-17T16:01Z 46.3K followers, 5555 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](https://x.com/RealJimChanos/status/1967970808451699086) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-16T15:16Z 46.2K followers, 32.6K engagements "@CedarStResearch Its more like over 100x LTM consolidated EPS. Their accounting for Erie Exchange is absurd. $ERIE" [X Link](https://x.com/RealJimChanos/status/1962922147665309833) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-02T16:54Z 46.2K followers, 1057 engagements "@jaysyoon Lol good thing that owners of data centers (like $DLR and $EQIX) have no operating/capital costs right And just think of the amazing ROICs on those 5-yr old fully-depreciated chips. Im sure clients will be happy to pay the same rent on them as in Year One. $IREN Math" [X Link](https://x.com/RealJimChanos/status/1979219726430503193) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-17T16:15Z 46.3K followers, 1323 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](https://x.com/RealJimChanos/status/1961507817518403967) [@RealJimChanos](/creator/x/RealJimChanos) 2025-08-29T19:14Z 46.3K followers, 11.5K engagements "So almost XXX% of the current US Savings Rate ($1.3T) is retail investors buying equities" [X Link](https://x.com/RealJimChanos/status/1976109155954937877) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T02:15Z 46.3K followers, 251.4K engagements "Ok Team $IREN what is your best estimate of the total cost of these 23K GPUs" [X Link](https://x.com/RealJimChanos/status/1970245079978606857) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-22T21:53Z 46.2K followers, 54.6K 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](https://x.com/RealJimChanos/status/1978273929547358508) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T01:37Z 46.2K followers, XXX 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](https://x.com/RealJimChanos/status/1978636913780101221) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-16T01:39Z 46.3K 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](https://x.com/RealJimChanos/status/1976056570392809496) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T22:46Z 46.3K followers, 110.7K 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](https://x.com/RealJimChanos/status/1978435185902342483) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T12:18Z 46.3K 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](https://x.com/RealJimChanos/status/1961508909237366904) [@RealJimChanos](/creator/x/RealJimChanos) 2025-08-29T19:19Z 46.2K followers, 7034 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](https://x.com/RealJimChanos/status/1978119848812040562) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T15:24Z 46.3K followers, 32.8K engagements "@CedarStResearch Its insane considering $ERIE used to consolidate the Erie Exchange (the private companies) which it undoubtedly controls" [X Link](https://x.com/RealJimChanos/status/1970969143739584903) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-24T21:50Z 46.2K followers, 1198 engagements "3-5 years on AI hardware" [X Link](https://x.com/RealJimChanos/status/1976656848976851110) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-10T14:31Z 46.3K followers, 39.1K engagements "$BYND is a great example of how expensive cheap convertible debt can be if the underlying business goes south" [X Link](https://x.com/RealJimChanos/status/1977734113898475586) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-13T13:52Z 46.3K followers, 40.3K engagements "Not particularly great times to own equities BTW. There were three epic crashes between 1873-96 and two between 2000-09" [X Link](https://x.com/RealJimChanos/status/1978574138097762592) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T21:30Z 46.3K followers, 91.3K 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](https://x.com/RealJimChanos/status/1977027097970589722) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-11T15:02Z 46.3K followers, 121K 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](https://x.com/RealJimChanos/status/1978112985957577116) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T14:57Z 46.3K followers, 98.4K engagements "Are they writing a check for $40B today or is this $40B in AI data center math" [X Link](https://x.com/RealJimChanos/status/1978466804231205048) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T14:23Z 46.3K followers, 25.8K engagements "Someone needs to have a chat with Jordan Love and Matt LaFleur about late-game clock management. @packers" [X Link](https://x.com/RealJimChanos/status/1977512824709738544) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-12T23:12Z 46.3K followers, 12.7K 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](https://x.com/RealJimChanos/status/1963277669463646532) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-03T16:27Z 46.2K followers, XXX engagements "@Umbisam Because the margins at Vertically Integrated Cloud Provider Core Scientific are so good $CORZ $CRWV $IREN" [X Link](https://x.com/RealJimChanos/status/1978249040870461701) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T23:58Z 46.3K followers, 2392 engagements "Huh Jensen Huang is literally working overtime to shorten the life of the system $NVDA $ORCL" [X Link](https://x.com/RealJimChanos/status/1975724723821834360) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T00:47Z 46.3K followers, 31.8K 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](https://x.com/RealJimChanos/status/1976016698131218611) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-08T20:07Z 46.3K followers, 1845 engagements "@ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the 23000 GPUs Assume cost of the GPUs is $1.25B and buildout of the existing DC is $500M ($10M per MW). Use 5-yr life on the GPUs X% power costs. $IREN" [X Link](https://x.com/RealJimChanos/status/1975607805609640113) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-07T17:03Z 46.1K followers, 9538 engagements "@ericjackson Good thing they will only need to raise $280B for that X GW to be developed. Should be easy. $HUT" [X Link](https://x.com/RealJimChanos/status/1978230910446194905) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-14T22:46Z 46.3K followers, 4759 engagements "@0xhannibal @GeneAJonesJr You might want to study the financial statements of $DLR and $EQIX before making that statement" [X Link](https://x.com/RealJimChanos/status/1976671085274993058) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-10T15:28Z 46.2K followers, XXX 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](https://x.com/RealJimChanos/status/1978463944462266865) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-15T14:12Z 46.3K followers, XXX engagements "A good post on AI GPU depreciation among other things" [X Link](https://x.com/RealJimChanos/status/1976326344473706863) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-09T16:38Z 46.3K followers, 67.8K 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](https://x.com/RealJimChanos/status/1972859570159862155) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-30T03:02Z 46.3K followers, 127.2K engagements "Pay no attention to that man behind the robot with the controller" [X Link](https://x.com/RealJimChanos/status/1974517195817550222) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-04T16:49Z 46.3K followers, 41.9K engagements "Is this the New Century/ABX (January 2007) moment for the subprime auto loan market IYKYK. $CVNA $CACC $ALLY" [X Link](https://x.com/RealJimChanos/status/1966887862671995303) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-13T15:33Z 46.3K followers, 33.8K engagements "See last paragraph for $GLXYs data center cost estimates per MW for retrofit/greenfield sites" [X Link](https://x.com/RealJimChanos/status/1973358802587230239) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-01T12:06Z 46.1K followers, 39K engagements "@_Sgr_A_Star @jiahanjimliu This is what I love about the $IREN bull case: When confronted with unpleasant facts just assume they dont exist They own the facilities. Why would you think there are operating and capital costs related to them Fudster" [X Link](https://x.com/RealJimChanos/status/1979004858431594665) [@RealJimChanos](/creator/x/RealJimChanos) 2025-10-17T02:01Z 46.3K followers, XXX 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](https://x.com/RealJimChanos/status/1971225835777769573) [@RealJimChanos](/creator/x/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](https://x.com/RealJimChanos/status/1972998741918732682) [@RealJimChanos](/creator/x/RealJimChanos) 2025-09-30T12:15Z 46.2K followers, 4406 engagements
[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 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 #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +16%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +2,508%
Mentions: XX #
- X Week XX +2.10%
- X Month XXX +14%
- X Months XXX +36%
- X Year XXXXX +563%
Followers: XXXXXX #
- X Week XXXXXX +1.90%
- X Month XXXXXX +6.80%
- X Months XXXXXX +66%
- X Year XXXXXX +554%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #1850 finance XXXX% technology brands XXX% cryptocurrencies XXXX% automotive brands XXX% countries XXXX% nfl XXXX% celebrities XXXX%
Social topic influence $iren #61, $dlr #1, $eqix #2, $crwv #80, $erie #2, gpu #706, bitcoin 0.83%, $nvda #968, nvda #304, $500m #153
Top accounts mentioned or mentioned by @bitcoinpierre @morpheus7447x @ryquant @comic @thebtctherapist @punterjeff @mikealfred @rob1ham @grok @prestonpysh @johnleupp @alexjeser @saylor @franchise9494 @thekamahsutra @strategy @80iqmindset @fkelontrumpmaga @bullltalk @4thshitposting
Top assets mentioned IREN Limited (IREN) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) CoreWeave, Inc. (CRWV) Erie Indemnity Co. (ERIE) Bitcoin (BTC) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) Oracle Corporation (ORCL) BITMINE IMMERSION TECH (BMNR) Hundred Million (100M) Advanced Micro Devices (AMD) Sunrun Inc (RUN) Strategy (MSTR) SPX6900 (SPX) Core Scientific, Inc. Common Stock (CORZ)
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 46.2K followers, 1314 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 46.2K followers, XXX 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 46.3K followers, 50.7K engagements
"We were reliably informed by Team Milei that governmental subsidies were socialism. I guess it depends on which government"
X Link @RealJimChanos 2025-10-16T17:09Z 46.3K followers, 38.4K 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 46.3K 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 46.3K followers, 277.9K 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 46.3K followers, 10.9K 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 46.2K followers, 8442 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 46.3K followers, 38.4K engagements
"Jensens estimate that a 1GW AI factory will cost $20-30B BEFORE GPU costs is well above what many AI data center companies currently are telling investors their costs will be"
X Link @RealJimChanos 2025-09-22T20:37Z 46.2K followers, 55.5K 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 46.2K 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 46.3K followers, 9225 engagements
"I was reliably informed that xAI was not trying to raise capital"
X Link @RealJimChanos 2025-10-08T02:24Z 46.3K followers, 27.7K engagements
"To put the $140B monthly figure in context it equals over XXX% of the current US savings rate(4%) per month. And swamps the early-2021 SPAC/IPO/NFT peak"
X Link @RealJimChanos 2024-12-09T19:05Z 46.2K followers, 117.5K 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 46.2K followers, 2056 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 46.2K followers, 1190 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 $2729M of economic depreciation. Using the high end of the CEOs useful life estimate yields a X% ROIC"
X Link @RealJimChanos 2025-10-08T22:53Z 46.3K followers, 34.4K engagements
"@GeneAJonesJr Understood but that means you have a tech-service REIT like the legacy data centers ($DLR $EQIX etc) not a technology company"
X Link @RealJimChanos 2025-10-10T15:10Z 46.2K followers, 1002 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 46.2K followers, 1756 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 46.3K followers, 72.4K 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 46.3K followers, 50.8K 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 46.3K followers, 16.2K engagements
"@windingwords The same $ORCL that confirmed the low AI DC margin reporting from @theinformation last week And BTW XX% hoped-for future margins for $IREN ($175M on $500M ARR) is BELOW Irens cost-of-capital anyways. This is a capital-intensive commodity business"
X Link @RealJimChanos 2025-10-17T15:59Z 46.3K followers, XXX 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 46.2K followers, XXX engagements
"@rohanpaul_ai Whats the annual depreciation on those $35B of chips that OpenAI buys by leveraging $NVDAs $10B of equity See the problem"
X Link @RealJimChanos 2025-10-06T16:53Z 46.1K followers, 7628 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 46.3K 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 46.3K followers, 4351 engagements
"@KerrisdaleCap Excited to see how fast it can grow Stock Yield Per Share"
X Link @RealJimChanos 2025-10-09T17:09Z 46.3K followers, 10.9K 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 46.2K 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
"@_Sgr_A_Star @jiahanjimliu At 2M per MW opex (Colocation) cost and $5M Compute cost (5-yr depreciable life) $IRENs 50MW deal would produce EBIT of $150M annually. The problem It would be on a capital cost of $XXX to $1.8B or an 8-10% pre-tax ROIC. Thats well below $IRENs WACC"
X Link @RealJimChanos 2025-10-17T00:01Z 46.3K followers, 19.1K engagements
"Court reignites battle over Erie Insurance fees shaking up industry $ERIE"
X Link @RealJimChanos 2025-10-17T16:01Z 46.3K followers, 5555 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 46.2K followers, 32.6K 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 46.2K followers, 1057 engagements
"@jaysyoon Lol good thing that owners of data centers (like $DLR and $EQIX) have no operating/capital costs right And just think of the amazing ROICs on those 5-yr old fully-depreciated chips. Im sure clients will be happy to pay the same rent on them as in Year One. $IREN Math"
X Link @RealJimChanos 2025-10-17T16:15Z 46.3K followers, 1323 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 46.3K 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 46.3K followers, 251.4K engagements
"Ok Team $IREN what is your best estimate of the total cost of these 23K GPUs"
X Link @RealJimChanos 2025-09-22T21:53Z 46.2K followers, 54.6K 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 46.2K followers, XXX 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 46.3K 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 46.3K followers, 110.7K 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 46.3K 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 46.2K followers, 7034 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 46.3K followers, 32.8K engagements
"@CedarStResearch Its insane considering $ERIE used to consolidate the Erie Exchange (the private companies) which it undoubtedly controls"
X Link @RealJimChanos 2025-09-24T21:50Z 46.2K followers, 1198 engagements
"3-5 years on AI hardware"
X Link @RealJimChanos 2025-10-10T14:31Z 46.3K followers, 39.1K engagements
"$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 46.3K followers, 40.3K 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 46.3K followers, 91.3K 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 46.3K followers, 121K 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 46.3K followers, 98.4K 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 46.3K followers, 25.8K 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 46.3K followers, 12.7K 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 46.2K 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 46.3K followers, 2392 engagements
"Huh Jensen Huang is literally working overtime to shorten the life of the system $NVDA $ORCL"
X Link @RealJimChanos 2025-10-08T00:47Z 46.3K followers, 31.8K 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 46.3K followers, 1845 engagements
"@ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the 23000 GPUs Assume cost of the GPUs is $1.25B and buildout of the existing DC is $500M ($10M per MW). Use 5-yr life on the GPUs X% power costs. $IREN"
X Link @RealJimChanos 2025-10-07T17:03Z 46.1K followers, 9538 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 46.3K followers, 4759 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 46.2K followers, XXX 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 46.3K followers, XXX engagements
"A good post on AI GPU depreciation among other things"
X Link @RealJimChanos 2025-10-09T16:38Z 46.3K followers, 67.8K 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 46.3K followers, 127.2K engagements
"Pay no attention to that man behind the robot with the controller"
X Link @RealJimChanos 2025-10-04T16:49Z 46.3K followers, 41.9K 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 46.3K followers, 33.8K 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
"@_Sgr_A_Star @jiahanjimliu This is what I love about the $IREN bull case: When confronted with unpleasant facts just assume they dont exist They own the facilities. Why would you think there are operating and capital costs related to them Fudster"
X Link @RealJimChanos 2025-10-17T02:01Z 46.3K followers, XXX 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 46.2K followers, 4406 engagements