All 688 analyst pages (A–Z)

All 688 analyst pages (A–Z)

James Chanos

@RealJimChanos on X

Founder / Portfolio Manager · Chanos & Co.

—Not scored on MSTR yet

Details

Methodology →

Cite asCryptoQuant has tracked the directional calls on MSTR by @RealJimChanos on X since Apr 2025: not yet scored on MSTR (as of Nov 11, 2026).

Other assets covered (8)

SPCX · last call 2026-11-02
HOOD · last call 2026-08-12
IREN · last call 2026-11-06
CRWV · last call 2026-11-11
TSLA · last call 2026-08-03
NBIS · last call 2026-09-10
NVDA · last call 2026-09-10
BX · last call 2026-10-23

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Relative view by default: James Chanos leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.

Current BiasNeutral50% Bullish

Accurate InNot scored on MSTR

Total Calls175

Cited— No press citations in the last 12 months

Total Bull/Bear1174

Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @RealJimChanos to submit corrections.

Recent Thesis

Hover the chart to read the thesis of that period · click a day to pin it

Recent Calls

Showing 2 of 1102 of 110

MSTRNeutral

8/25/2026 on

From the guy whose company routinely sells billions of dollars of shares. $MSTR https://t.co/ZN6zSWepRn

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MSTRNeutral

8/18/2026 on

@EpsilonTheory One of the greatest pure arbitrage situations, ever. An $80B actionable spread. $MSTR #Bitcoin

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Covers

In The Press

BeInCrypto·3mo ago

"What $IBM will NOT admit is that it is highly at risk from direct enterprise AI-adoption, as $SBUX admitted last week."

CryptoSlate·8mo ago

"They're literally credit instruments denominated in fiat. What's digital is the assets, not the liabilities/preferred."

Decrypt·1y ago

"The premium should continue to compress over time as MSTR continues to issue common equity, but we recommend letting others chase that leg of the trade as MSTR inevitably marches towards a 1.0x mNAV."

Cointelegraph·1y ago

"The thesis has largely played out."