AkhenOsiris
President Trump is poised to nominate a leading critic of Big Tech to the top legal position at a key agency that could target Google, Meta, and their rivals.
Adam Candeub, an architect of a late effort in Trump’s first term to revoke legal protections for social media, will be nominated as general counsel of the Federal Communications Commission, its chairman, Brendan Carr, confirmed in an email to Semafor.
“Adam is a rare talent — he has fought fearlessly against Big Tech censorship and has had a successful career both as an effective telecom litigator and academic,” Carr said. “He will be an indispensable asset both to me and the FCC as we deliver great results for the American people.”
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President Trump is poised to nominate a leading critic of Big Tech to the top legal position at a key agency that could target Google, Meta, and their rivals.
Adam Candeub, an architect of a late effort in Trump’s first term to revoke legal protections for social media, will be nominated as general counsel of the Federal Communications Commission, its chairman, Brendan Carr, confirmed in an email to Semafor.
“Adam is a rare talent — he has fought fearlessly against Big Tech censorship and has had a successful career both as an effective telecom litigator and academic,” Carr said. “He will be an indispensable asset both to me and the FCC as we deliver great results for the American people.”
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Offshore
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Dimitry Nakhla | Babylon Capital®
Worried about tariffs & economic news impacting your stocks?
Don’t sweat the headlines 📰
Your focus should be on the long-term quality & performance of the businesses you own
THAT’S what matters
As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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Worried about tariffs & economic news impacting your stocks?
Don’t sweat the headlines 📰
Your focus should be on the long-term quality & performance of the businesses you own
THAT’S what matters
As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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Offshore
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Investing visuals
Palantir Q4 2024 earnings 🚨
🔹Revenue $828M vs Est. $781M (6% beat)
🔹EPS $0.14 vs Est. $0.11 (27% beat)
Stock is up +13%
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Palantir Q4 2024 earnings 🚨
🔹Revenue $828M vs Est. $781M (6% beat)
🔹EPS $0.14 vs Est. $0.11 (27% beat)
Stock is up +13%
Palantir $PLTR earnings are incoming. Do you think $PLTR will crush it tomorrow?🤔
🔹Est. Revenue: $781M (+28.4%)
🔹Est. EPS: $0.11 (+41.4%) https://t.co/ZS528ClS0v tweet
Offshore
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Startup Archive
RT @IndigoSvn: Love these kind of stories. Great reminders to keep building and grinding f
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RT @IndigoSvn: Love these kind of stories. Great reminders to keep building and grinding f
Baiju Bhatt on raising Robinhood’s seed round and being rejected over 70 investors
Baiju Bhatt and Vlad Tenev were five years into their entrepreneurial journey when they came up with the idea for Robinhood.
As Baiju puts it:
“We had been entrepreneurs for the better part of five years and didn’t have a whole lot to show for it.”
And when they tried raising seed funding for it, they were rejected by somewhere between 70 and 110 investors.
These investors told the founders all the reasons Robinhood would fail — “no one wants to trade stocks from their phones,” “you didn’t know how to build consumer products,” “there’s a ton of other brokerage products out there people can use.”
Baiju reflects on this experience:
“There were a lot of no’s and it was very difficult back then. But over time I learned to channel it and use it as positive motivation.”
Then Baiju and Vlad finally caught a break when prominent venture capitalist Tim Draper decided to take a chance on them. Initially however, Draper said no because he didn’t think they’d be able to secure a broker-dealer license and the founders were paying themselves ~$70k salaries:
“Great idea, but it’s never going to happen, and you guys are paying yourselves too much,” he said.
The founders left the meeting confused — they could barely make rent and pay back their student loans with what they were paying themselves. But then they got an idea:
“We’ll tell him that we’re not going to pay ourselves until we get this approval.”
Draper said yes, and the Robinhood founders got to work on building a company that is today worth almost $50 billion.
Video source: @ThePeelPod @TurnerNovak (2025) tweet
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Stock Analysis Compilation
White Falcon Capital Management on AMD $AMD US
Thesis: AMD is facing disappointment over potential shortfalls in AI chip revenues but remains poised to benefit from its other businesses and could still capture a small share of the expansive AI chip market.
(Extract from their Q4 letter)
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White Falcon Capital Management on AMD $AMD US
Thesis: AMD is facing disappointment over potential shortfalls in AI chip revenues but remains poised to benefit from its other businesses and could still capture a small share of the expansive AI chip market.
(Extract from their Q4 letter)
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Hidden Value Gems
Has anyone actually read The Art of the Deal?
Probably a few clues on what to expect in the next 4 years... https://t.co/0qS4lqxNUS
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Has anyone actually read The Art of the Deal?
Probably a few clues on what to expect in the next 4 years... https://t.co/0qS4lqxNUS
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Offshore
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App Economy Insights
$PLTR Palantir Q4 FY24:
• Net dollar retention 120% (+12pp Y/Y).
• Customers +43% Y/Y to 711.
• Revenue +36% Y/Y to $828M ($46M beat).
• Non-GAAP EPS $0.14 ($0.03 beat).
FY25 guidance:
• Revenue +31% Y/Y to $3.75B ($0.2B beat).
• Adj. operating margin 42% (+3pp Y/Y). https://t.co/K6zBMLnSSP
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$PLTR Palantir Q4 FY24:
• Net dollar retention 120% (+12pp Y/Y).
• Customers +43% Y/Y to 711.
• Revenue +36% Y/Y to $828M ($46M beat).
• Non-GAAP EPS $0.14 ($0.03 beat).
FY25 guidance:
• Revenue +31% Y/Y to $3.75B ($0.2B beat).
• Adj. operating margin 42% (+3pp Y/Y). https://t.co/K6zBMLnSSP
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InsideArbitrage
Inari Medical $NARI announced that on January 17, 2025, the company and Stryker $SYK filed all required Notification and Report Forms under the HSR Act for the merger with the Antitrust Division and the FTC.
On February 3, 2025, the waiting period under the HSR Act applicable to the Offer expired.
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Inari Medical $NARI announced that on January 17, 2025, the company and Stryker $SYK filed all required Notification and Report Forms under the HSR Act for the merger with the Antitrust Division and the FTC.
On February 3, 2025, the waiting period under the HSR Act applicable to the Offer expired.
Eagle 1 Merger Sub, Inc., a wholly owned subsidiary of Stryker Corporation $SYK, commenced the tender offer to acquire Inari Medical $NARI, for $80.00 per share. The offer will expire on February 18, 2025. tweet
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