$MSTR - Chanos is bearish on Bitcoin treasury companies like MicroStrategy, citing flaws in their business model and valuation.
$SLG - Chanos is bearish on SL Green and NYC commercial real estate, arguing that current cap rates are too low given the risks.
$DATACENTERS - Chanos is shorting legacy data center REITs, citing the need for new infrastructure to support GPU-centric, liquid-cooled data centers.
$CVNA - Chanos is bearish on Carvana, arguing that their profitability relies on non-core business activities and that they are actually losing money on their main operations.
$TSLA - Chanos is bearish on Tesla, citing declining car sales and cash flow, while expressing frustration with the market's valuation based on future expectations.