James Chanos ✓

“I see your GoPro, and raise you a Dyson AI toothbrush…” 57.7K views · 251 likes · 21 reposts · 35 replies Open on X →

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 Open on X →

Of course it is… https://t.co/BHHkBTqwVM 45K views · 553 likes · 49 reposts · 43 replies Open on X →

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 Open on X →

@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 Open on X →

@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 Open on X →

@RealJimChanos Benny hill music plays when I read your posts 3K views · 22 likes · 1 reposts · 2 replies Open on X →

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 Open on X →

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 Open on X →

@RealJimChanos Can’t teach an old dog new tricks 2.8K views · 35 likes · 2 reposts · 2 replies Open on X →

@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 Open on X →

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 Open on X →

@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 Open on X →