Mike Kafanov

Only NIN could've written a soundtrack to one of the biggest movie flops of 2025 and then close a Coachella set with it. Absolute legends

Even if we adjust for the fact that the 2022 research was conducted by the festival industry, banning Kanye from performing at Wireless is like a solid loss of £20 million in net additional benefit to the UK economy considering the size of the act. Not the money you can find on every corner these days. And for what? Just to inevitably welcome Ye with open arms in a couple of years once his comeback is complete and all his antisemitism forgotten as an unfortunate era when he stopped taking his pills?

@Keir_Starmer Very pro-growth of you!

Kanye West should never have been invited to headline Wireless. This government stands firmly with the Jewish community, and we will not stop in our fight to confront and defeat the poison of antisemitism. We will always take the action necessary to protect the public and uphold our values.

Half-convinced Labour banned Kanye from performing at Wireless just because he could’ve created some economic activity

@saylor Gonna be honest: I was not convinced by the first half of the ad, but the robot with a rack made me put all my savings into $STRC

You weren’t meant to live an uncomfortable life. $STRC

@unusual_whales We’re so close to reinventing Pervitin from first principles

"Palantir and other tech companies are stocking offices with nicotine products to increase worker productivity," per FORTUNE

@EU_Commission Targeting a March 2040 launch, I assume?

We are introducing EU Inc. To make building and growing a business across the EU faster, simpler, and smarter. 🔸 Start a company in less than 48 hours 🔸 No minimum capital requirement 🔸 Fully online and borderless

Never deleting this app [Timestamp is from the essay linked in the original post]

Our case for $VTRS, $BMRN, $IHE. Enjoy!

What’s even the point of signing superstars as brand ambassadors if the final ads are indistinguishable from scammy AI slop?

@milanocortina26 Did you really generate this AI slop just to poorly photoshop the flag on afterward? Chef’s kiss

Is this the next $GME / $AMC / $BB / $BLIAQ / $BBBY / $KODK / $BYND? We’ll find out soon!

This has big “when taxi drivers give stock tips, it’s time to sell” energy

Texas Instruments $TXN + Silicon Laboratories $SLAB: The Takeaways That Could Beat the Index Last week, reports surfaced that chipmaker Texas Instruments is in advanced talks to acquire chip designer Silicon Laboratories. It’s probably a bit late to buy SLAB now, since the share price has already jumped — but there are still a few practical takeaways worth noting. SLAB is reportedly being acquired for $7 billion — a sizable premium (nearly 49%) to its market cap before the news broke. The deal would also imply a valuation of roughly nine years of revenue. On the surface, the business isn’t especially compelling: SLAB has been unprofitable for the past three years, and revenue is down about a third from its 2023 peak. So is there anything attractive here? Actually, yes. Chip design is one of the most profitable parts of the semiconductor value chain, and that shows up in SLAB’s hefty ~55% gross margin. That said, Texas Instruments’ gross margins are even higher — around ~57%. Another point: before the acquisition chatter, SLAB traded around $130, well below its 2021 peak of $206. So what’s the practical lesson? One straightforward move is to screen for mid-cap chip stocks trading far below their prior highs. We at Opportunity Report have a few ideas in that direction — stay tuned. And if you’re looking for semiconductor ideas right now, we already have a solid shortlist: a U.S. supplier of chipmaking equipment and services, a Dutch designer of chipmaking systems, a Cayman-based contract manufacturer, and a German machinery maker.

@UiSavior Slack will build something like this, only to deliver the worst notification experience on the market

"Design is easy" This is how Slack decides when to send notifications.

@KirkegaardEmil And people still claim European innovation peaked with bottle caps!

The European tech revolution strikes back. Get AI answers by fax. Americans stunned.