James Chanos ✓
@RealJimChanos · joined 06 Aug 2024
68 241Followers
503Following
4 885Posts total
1.2MViews on collected posts
Последние посты
Ищем новые посты…
“I see your GoPro, and raise you a Dyson AI toothbrush…”
57.7K views · 251 likes
· 21 reposts · 35 replies
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AI is getting a little more bite. Dyson’s new $499 toothbrush comes with a built-in camera and AI to spot the gaps you’ve missed - bringing the tech industry’s camera-everywhere era straight into your mouth https://t.co/81q7RMix9k https://t.co/8x9I36MgL2
47.7K views · 34 likes
· 12 reposts · 13 replies
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Of course it is… https://t.co/BHHkBTqwVM
45K views · 553 likes
· 49 reposts · 43 replies
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These deals are simply financial engineering to allow $NVDA a bigger share of the GPU leasing economics, using other companies as cut-outs. Not a good development for the neoclouds. $NVDA holds all the cards here.
41.3K views · 288 likes
· 34 reposts · 37 replies
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@RealJimChanos What are you talking about?? They report revenues. But don’t you think it’s important to know how much revenues have been contracted for, especially for companies in the early stage of ramping up operations?
Jim I know you’re smart, experienced, and successful, so
662 views · 13 likes
· 0 reposts · 0 replies
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@RealJimChanos Please don’t compare this dumpster fire to $NBIS, which gives revenue guidance.
But agree, $IREN is a rats nest of promoters and bitcoin evangelists that quickly pivoted when they saw another grift. $IREN has missed every quarter, issued ~$3bn in stock since the s
2.2K views · 14 likes
· 0 reposts · 4 replies
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@RealJimChanos Benny hill music plays when I read your posts
3K views · 22 likes
· 1 reposts · 2 replies
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If you haven’t noticed, the neocloud promoters have begun to emphasize three metrics: “ARR”, $ per MW, and “pre-payments”. All three are non-GAAP, and can be easily gamed. What they haven’t been doing is giving actual revenues and earnings guidance. Maybe ask yourself why. $IREN
97.5K views · 592 likes
· 61 reposts · 65 replies
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A few people have Thursday's numbers tangled, so let me untangle them.
The majority of the $684m loss is the cost of retiring Bitcoin miners as we convert those sites to AI Cloud. Non-cash. The cloud business underneath ran ~87% gross margins (ex D&A).
Every megawatt that
737.9K views · 3.3K likes
· 416 reposts · 340 replies
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@RealJimChanos Can’t teach an old dog new tricks
2.8K views · 35 likes
· 2 reposts · 2 replies
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@RealJimChanos James I think you’re confusing fiscal years but I’ll let it slide since you can’t do simple math
4K views · 71 likes
· 0 reposts · 3 replies
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The forecast is for CY26 Jimbo
@danroberts0101 $iren missed an opportunity to match their cap ex budget with a FY27 ARR guidance
Do you really think 20-25m per MW IT results in $4B ARR?
They company will conservatively bring 250 MW of air cooled capacity on line at Childress
16.4K views · 129 likes
· 5 reposts · 12 replies
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@RealJimChanos You can’t start selling coffees until you’ve built your coffee shop. Wake the fuck up Jimbo.
2.3K views · 40 likes
· 0 reposts · 2 replies
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So $IREN, with slightly over $6B of capital employed at 6/30/26 is going to spend $25-30B in FY 2027…?! Which means they will average almost $20B in capital employed in FY 2027. On a forecast of $4B in ARR. The math still doesn’t work here. https://t.co/WtlH4HHVjS
135.4K views · 324 likes
· 36 reposts · 63 replies
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На фоне аккаунтов своего размера
14 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры28 828этот аккаунт924медиана для 10K–100K
Охват, %42.25%этот аккаунт3.62%медиана для 10K–100K
Вовлечённость, %0.86%этот аккаунт1.52%медиана для 10K–100K
| Показатель | Этот аккаунт | Медиана для 10K–100K | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 28 828 | 924 | 31.2× |
| Охват (просмотры ÷ подписчики) | 42.25% | 3.62% | 11.7× |
| Вовлечённость | 0.86% | 1.52% | 0.57× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
135.4K27 Aug
2.3K
16.4K
4K
2.8K
737.9K31 Aug
97.5K
3K
2.2K
662
41.3K1 Sep
45K
47.7K
57.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.32%27 Aug
1.82%
0.90%
1.85%
1.42%
0.57%31 Aug
0.75%
0.84%
0.82%
1.96%
0.88%1 Sep
1.47%
0.14%
0.54%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes72.4%5 701 in total
Reposts8.1%637 in total
Replies7.9%621 in total
Quotes2.7%211 in total
Bookmarks9.0%705 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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