Dan Salmon
US Internet
Dan Salmon leads the US Internet research team. He joined New Street Research in 2022, and prior to that spent 18 years at BMO Capital Markets and led the US Internet & Media research team. Dan graduated from Princeton University and lives in New York City with his wife and three children. When it’s time to unplug from the Internet, Dan can usually be found lakeside at the family cottage in Canada.
Lead Analyst
Research
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AMZN: AGI re-org looks +ve for Trainium and we still see a “Great Plains” AI winner emergingDecember 19, 2025 — Dan Salmon
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AI Summit NYC Recap: Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted?December 12, 2025 — Dan Salmon
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NFLX + WB First Take: Is this “rare opportunity” worth the risk?December 5, 2025 — Dan Salmon
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META: Logical RL cost cuts + 9% potential EPS accretion in 2026December 4, 2025 — Dan Salmon
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AMZN: A different AI Winner narrative emerging as Trainium3 GA + AI Factories support our above-consensus AWS estimatesDecember 2, 2025 — Dan Salmon