COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
-
GOOGL Cloud Next: Implications of Tariff commentary, 2025 Capex reiteration, and the new TPUv7April 9, 2025 — Dan Salmon
-
Google Cloud Next Preview: Tariffs, TPUs, and Taking ShareApril 8, 2025 — Dan Salmon
-
US Internet: Downside Valuation & Stock ScenariosApril 4, 2025 — NSR Team
-
Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitorsApril 3, 2025 — Dan Salmon
-
AMZN: AGI Strategy Coming into FocusApril 2, 2025 — Dan Salmon
Events
-
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 -
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 -
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
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jan
5
