COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL Cloud Next: Implications of Tariff commentary, 2025 Capex reiteration, and the new TPUv7April 9, 2025 — Dan Salmon
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Google Cloud Next Preview: Tariffs, TPUs, and Taking ShareApril 8, 2025 — Dan Salmon
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US Internet: Downside Valuation & Stock ScenariosApril 4, 2025 — Dan Salmon
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Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitorsApril 3, 2025 — Dan Salmon
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AMZN: AGI Strategy Coming into FocusApril 2, 2025 — Dan Salmon
Events
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Apr
22InternetApril 22, 2025 — VirtualHosted by Dan SalmonEvent Details -
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Mar
21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Jan
13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Nov
25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
Sep
20InternetSeptember 20, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
3InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2023Hosted by Dan SalmonWatch Replay -
Apr
18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
Mar
24InternetMarch 24, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Feb
13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
Feb
10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
27InternetJanuary 27, 2023Hosted by Matt Perault, Blair Levin and Dan SalmonWatch Replay -
Jan
19InternetJanuary 19, 2023Hosted by Dan SalmonWatch Replay -
Jan
12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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