COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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AMZN/GOOGL: Implications of the MSFT + NVDA + Anthropic dealNovember 18, 2025 — Dan Salmon
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AMZN: Implications of Unboxed ads announcements, including for GOOGL, TTD, RDDT and PINSNovember 12, 2025 — Dan Salmon
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GOOGL: AI winner narrative taking holdOctober 30, 2025 — Dan Salmon
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GOOGL: Beat on Search + Cloud is a potent 1-2 punchOctober 29, 2025 — Dan Salmon
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GOOGL/GCP: How much revenue could Anthropic’s 1M TPUs generate?October 24, 2025 — Dan Salmon
Events
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Oct
8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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7InternetOctober 7, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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4InternetAugust 4, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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29InternetJuly 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetJune 25, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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5InternetJune 5, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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22InternetApril 22, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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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 -
Oct
1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
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20InternetSeptember 20, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
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3InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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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 -
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19InternetJanuary 19, 2023Hosted by Dan SalmonWatch Replay -
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12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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