COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL/AMZN/META: How much are they spending on AI Capex (v2.3)?April 30, 2024 — Dan Salmon
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GOOGL 1Q24 Model Update (Target to $200 from $185)April 28, 2024 — Dan Salmon
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GOOGL First Take: Thesis Playing Out, Alphabet is a Gen AI WinnerApril 25, 2024 — Dan Salmon
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GOOGL: Quick Thoughts Ahead of Thursday’s PrintApril 22, 2024 — Dan Salmon
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What does TPUv5 tell us about competitive dynamics between ASICs and GPUs?April 22, 2024 — Pierre Ferragu
Events
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Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
03InternetApril 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 -
Jan
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