Dan Salmon
US Internet
               Dan Salmon leads the US Internet research team. He joined New Street Research in 2022, and prior to that spent 18 years at BMO Capital Markets and led the US Internet & Media research team. Dan graduated from Princeton University and lives in New York City with his wife and three children. When it’s time to unplug from the Internet, Dan can usually be found lakeside at the family cottage in Canada.
Lead Analyst
Research
- 
               
               
               AMZN: Reiterate Top Pick as OpenAI bull case emergesNovember 3, 2025 — Dan Salmon
 - 
               
               
               META: AI investment = Metaverse investment narrative overdoneNovember 3, 2025 — Dan Salmon
 - 
               
               
               AMZN: Implications of the AWS + OpenAI deal – Is a ChatGPT + AMZN Retail deal coming next?November 3, 2025 — Dan Salmon
 - 
               
               
               AMZN: Emphatically rebutting the AWS bear caseOctober 31, 2025 — Dan Salmon
 - 
               
               
               RDDT: Good execution matches elevated valuationOctober 30, 2025 — Dan Salmon