Author
@RealJimChanos RealJimChanos
grade Ax.com/RealJimChanos ↗
Forensic dedicated short-seller dismantling AI-capex and neocloud economics with numbers and history
Publishes original bottom-up short theses and macro bubble f
trader score
+0.92
hit rate
45%
mean α
+0.50%
signals 14d
17
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, +0.50% mean alpha, trader score +0.92. Their last-14d mentions, direction-adjusted, have moved +3.5% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRWV | @RealJimChanos | -0.80 | Argues CoreWeave remains far from profitable even on its energized megawatt capacity. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @RealJimChanos | · | Questions using spot GPU rental rates to measure compute demand before much announced capacity is online. | · | tweet ↗ |
| 2026-10-16 | SPCX | @RealJimChanos | +0.25 | Claims SPCX will become the largest global neocloud beginning in 2027. | · | tweet ↗ |
| 2026-10-14 | · | @RealJimChanos | · | Questions whether excessive compute construction is itself the AI problem. | · | tweet ↗ |
| 2026-10-14 | CRWV | @RealJimChanos | -0.50 | Reports continuing CRWV insider sales, including filings this week. | -17.6% | tweet ↗ |
| 2026-10-13 | TSLA | @RealJimChanos | -0.55 | Sarcastically dismisses the timing of a recurring bullish Tesla claim. | -0.8% | tweet ↗ |
| 2026-10-12 | · | @RealJimChanos | · | Author warns that distressed long-term annuities can become runnable short-term liabilities. | · | tweet ↗ |
| 2026-10-11 | NVDA | @RealJimChanos | +0.00 | Explicitly states the author is not short NVDA. | -8.0% | tweet ↗ |
| 2026-10-10 | · | @RealJimChanos | · | Compares post-Netscape real GDP and S&P profit growth and finds only marginal differences. | · | tweet ↗ |
| 2026-10-09 | · | @RealJimChanos | · | Author questions AI compute revenue forecasts as economically implausible at projected capacity. | · | tweet ↗ |
| 2026-10-08 | SPCX | @RealJimChanos | -0.65 | Sarcastically rejects an implausibly large SpaceX space-hosting scenario | · | tweet ↗ |
| 2026-10-08 | SPCX | @RealJimChanos | -0.10 | Asks when SPCX lockups expire, highlighting a potential supply event. | · | tweet ↗ |
| 2026-10-08 | BX | @RealJimChanos | +0.00 | States DLR's purchase of BX data centers occurred at a yield above 6.5%. | +4.7% | tweet ↗ |
| 2026-10-08 | DLR | @RealJimChanos | +0.00 | States DLR's purchase of BX data centers occurred at a yield above 6.5%. | -2.1% | tweet ↗ |
| 2026-10-04 | SPCX | @RealJimChanos | -0.65 | Sarcastically questions a $1T terrestrial buildout supposedly made obsolete by space data centers. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.