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EVENT

Online Dating Summit

March 14, 2023

Pendry Manhattan West

Hosted by Dan Salmon and US Internet Team

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Additional Events

Oct
12
Internet

Client Call: JD 3Q26 Update Call Takeaways

October 12, 2026
Hosted by Jin Yoon

Event Details
Oct
14
Internet

AMZN: What can change the narrative? Reviewing the GPU price hikes & AWS AI margins

October 14, 2026 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

Event Details

US Internet Research

October 8, 2026

OpenAI Ads: Now over 60K advertisers, latest innovations target META budgets but investors still focused on GOOGL

By Dan Salmon
October 7, 2026

AMZN: Trainium returns & margins accretive, but remain below GPUs

By Dan Salmon
October 6, 2026

AMZN: AWS' GPU unit economics are already strong, and likely still conservative

By Dan Salmon
October 1, 2026

AMZN: Raising AWS AI margins with more upside possible, target to $385

By Dan Salmon
October 1, 2026

AMZN: AWS GPU capacity block prices increased AGAIN, reiterate Top Pick

By Dan Salmon

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