COMPANY
Shopify
SHOP:US
Primary coverage by Dan Salmon
Research
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SHOP: GMV deceleration swamps improving AI narrativeMay 6, 2026 — Dan Salmon
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PINS: SHOP Campaigns now buying on PINS, potential catalystApril 29, 2026 — Dan Salmon
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AI Ads Expert Call Recap: +ve for GOOGL/META/AMZN/RDDT/PINS, Mixed for ChatGPT, TTD/AdTechMarch 25, 2026 — Dan Salmon
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AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs)February 23, 2026 — Dan Salmon
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SHOP: Still shredding, but SaaS avalanche buries valuationFebruary 18, 2026 — Dan Salmon
Events
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Feb
18InternetFebruary 18, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
21InternetJanuary 21, 2025 — VirtualHosted by Dan SalmonWatch Replay