COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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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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GOOGL Newfront Insights: Y’all know me, still the same OG (+ read throughs for AMZN, TTD, RAMP)March 24, 2026 — Dan Salmon
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AI Capex Update: AWS adds more GWs than GCP, but GOOGL tops AMZNMarch 11, 2026 — Dan Salmon
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AI Search Expert Call Recap: The Latest on GOOGL, AMZN Rufus, ChatGPT ads, RDDT, PINS, TTDMarch 4, 2026 — Dan Salmon
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AMZN: “Great Plains” AI strategy confirmed (+ swapping META/GOOGL in the mega cap pecking order)March 3, 2026 — Dan Salmon
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