Jim Chanos
@RealJimChanos · 10 calls
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-16 | Jim Chanos @RealJimChanos | CRWV | “@OxfordAnalytics @RandolphDuke7 And yet…the $CRWV 4Q 2026 revenue estimate is up a whopping 3% since the middle of the 2Q. Despite rapidly rising GPU rental rates. Maybe ask yourself why that is.” | — | -10 | Tweet ↗ |
| 2026-10-14 | Jim Chanos @RealJimChanos | CRWV | “@TheStalwart Yet the insiders keep selling, including filings this week. $CRWV” | — | -10 | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neocloud moats are both dug and filled by $NVDA ... The neoclouds are financial conduits, not technology companies.” | — | -10 | Tweet ↗ |
| 2026-08-14 | Jim Chanos @RealJimChanos | CRWV | “The neoclouds are financial conduits, not technology companies; neocloud moats are both dug and filled by NVDA.” | — | -10 | Source ↗ |
| 2026-08-12 | Jim Chanos @RealJimChanos | CRWV | “And of course, $CRWV 2027-28 Adjusted EPS estimates DROPPED after the print, particularly 2028. Stock now at 90x Adjusted 2028 EPS.” | 2027-28 | -10 | Tweet ↗ |
| 2026-08-05 | Jim Chanos @RealJimChanos | RUN | “Our favorite solar science project, $RUN, burned another $(620)M in cash in the 2Q ... Complete joke.” | 2H | -10 | Tweet ↗ |
| 2026-08-01 | Jim Chanos @RealJimChanos | TSLA | “Now that FSD is proving to be less than a $2B annual business ... Optimus has been pushed out(again) ... The NeverEnding Story. $TSLA” | — | -10 | Tweet ↗ |
| 2026-07-31 | Jim Chanos @RealJimChanos | RIVN | “Hard not to notice that without the $108M in regulatory credits ... $RIVN automotive gross margins were still NEGATIVE (14)% ... Again selling stock to stay alive ... What happens in a recession here?” | recession scenario | -10 | Tweet ↗ |
| 2026-06-10 | Jim Chanos @RealJimChanos | SpaceX | “Called SpaceX a hopes and dreams IPO; Starlink might support a couple hundred billion dollars; rest is Mars/orbit narrative; ~90x revenues.” | — | -20 | Source ↗ |
| 2026-06-10 | Jim Chanos @RealJimChanos | TSLA | “If it was trading as a car company, it would be at $30 to $40 a share, not $400.” | — | -20 | Source ↗ |