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James Chanos Profile picture
@RealJimChanos
Jul 14 • 3 tweets • 1 min read • Read on X
Sales of data-center operators are on the rise as owners of these firms seek exits and investor interest in owning the physical infrastructure behind advanced AI grows via @WSJwsj.com/finance/invest…
(2) So suddenly many of the owners of legacy (cloud) data centers want to sell their stakes or go public ($CSRQ). Why? I believe much of it has to with the rapidly increasing costs of the maintenance capex on these properties. $DLR $EQIX
(3) And as if on cue, $EQIX’s Chief Business Officer is abruptly leaving the Company. Image

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More from @RealJimChanos

James Chanos Profile picture
Aug 13, 2025
More financial nonsense from Saylor to justify paying $1.70 for $1.00 of Bitcoin. Credit Amplification? Not only is $MSTR not very leveraged (net debt + pfd is only 11% of enterprise value), but investors can borrow themselves to buy bitcoin, at rates lower than SMSTR’s 10-12%.
(2) Options Advantage/Passive Flows? Derivatives are already available on Bitcoin, and will increase with time. More importantly, the temporary lack of access to them or inability of certain investors to buy Bitcoin is more a disadvantage to those investors, not a plus for $MSTR.
(3) And Institutional Access? This is his most disingenuous argument. Look at the numbers. They’re absurd. $95T of capital can buy $MSTR securities, but only $700B of “private capital” can buy Bitcoin and/or Bitcoin ETF’s…?! That’s just false.
Read 5 tweets
James Chanos Profile picture
Feb 17, 2025
Has there ever been a private citizen with as much political power in a heavily-indebted global superpower as Elon Musk has today? I can think of one good example…John Law. Image
(2) The wealthy Scottish-born Law (who was technically a fugitive from justice in Great Britain) was introduced to the Duke of Orleans (who was regent for the young Louis XV) by…wait for it…the Doge of Venice!
(3) Law had been gambling throughout Europe with various kings and princes, while trying to convince them that his paper monetary system could cure their chronic financial difficulties. He finally found fertile ground in France, following the ruinous finances of Louis XIV.
Read 9 tweets
James Chanos Profile picture
Nov 19, 2024
Go on… Image
(2) Ah, ok…because Bitcoin Purchases = Revenues. Got it. $MSTR #Bitcoin Image
(3) And at the current 3x valuation to NAV, $MSTR would only need to raise $300B in new equity to get to a $1T market cap. That shouldn’t be a problem… Image
Read 4 tweets

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