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Dan Salmon
  • Dan Salmon

Previewing META’s ConPreviewing META’s Connect event today starting @ ...

META Connect is the company’s annual event focused on AI and virtual, augmented, and mixed realities, aka the Metaverse, and it begins today with the keynote at 1PM ET, followed by the Developer State of the Union at 2:45pm ET. We think catalyst potential is relatively high, and we share our thoughts on what investors should expect to hear at Connect in this note.

Dan Salmon ... (+2)
  • Dan Salmon
  • James Ratzer

Expert Call Recap: Monic Desai, Ex-META Head of Global Connectivity Po...

On Friday, James Ratzer, European Telecom analyst, and Dan Salmon, US Internet analyst, spoke with Monica Desai, the former Head of Global Connectivity Policy at META. Topics included the economics of the European Fair Share debate; where the European Commission (EC) stands on its Fair Share consultation; the approach Big Tech has taken in its defense, and potential actions by the EC.

Dan Salmon
  • Dan Salmon

META Conversations: Messaging monetization continues to ramp and suppo...

META’s Conversations event (see our preview for both it and Connect HERE) featured several new announcements which highlighted the company’s unique position in the business messaging space and how META continues to slowly but surely tap into a significant revenue opportunity after many years of focusing on consumer and business usage growth. In this brief note, we review the major announcements and our take on each of them.

Dan Salmon
  • Dan Salmon

Previewing META’s Conversations (this week) and Connect (next week)

META has two significant events taking place before the end of the month, starting with Conversations on September 20th (focused on business messaging) and then Connect on September 27th-28th (focused on AI and virtual, augmented, and mixed realities, aka the Metaverse). We think catalyst potential is relatively high (especially for Connect), and we share our thoughts on what investors should expect to hear at the events in this note.

Dan Salmon
  • Dan Salmon

AI Speaker Series Recap: Inuvo and AI in digital advertising

For the third edition of our AI speaker series (see our recap of Parts I and II HERE and replays HERE and HERE), we hosted Rich Howe (Chairman/CEO) and Barry Lowenthal (President) from Inuvo (INUV, not rated) and we discussed their IntentKey ad technology (which built on INUV’s proprietary large language model, aka LLM) and other advances in AI and machine learning across digital advertising.

Dan Salmon
  • Dan Salmon

New TW-BERT search model from GOOGL, AMZN Accelerate and PINS Presents...

In our latest edition, we share our views on several recent headlines: 1. TW-BERT: Improvements on GOOGL’s BERT model for better search results 2. AMZN Accelerate brings new supply chain and gen AI capabilities to sellers 3. PINS highlights new ad products at Presents event 4. GOOGL introduces new AI solution, Creative Guidance in Google Ads, on YouTube 5. SNAP partners with GENI for immersive NFL live experience 6. META expands WhatsApp Channels to 150+ countries

Dan Salmon
  • Dan Salmon

How much are GOOGL, AMZN and META spending on AI Capex (v1.0)?

There is relatively little disclosure from our three mega-caps on the components of capex, but there is some. We anchor the analysis on these disclosures and quarterly management commentary, and just as importantly, leverage the analysis from our Global Tech team (which can be found HERE) and then make our best estimates at the remaining elements. This is version 1.0 of the analysis, and we expect to update/revise it going forward as we learn more.

Pierre FerraguÊ
  • Pierre FerraguÊ

Who can afford that many A.I. clusters? Part I

Nvidia datacenter sales have nearly tripled year-over-year, are expected to grow another 60% next year, and our analysis of the company’s upstream suggests there is room for more revisions. Knowing that GPUs are only one part of the A.I. cluster puzzle, this means over a hundred billion of dollars should go into A.I. clusters next year. Question is – Who can afford to roll out that much? Where will they find the money, and, of course, how sustainable is that level of spending? We publish our i...

Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
W WAYFAIR INC.
MA MASTERCARD INCORPORATED
GEO GEO GROUP INC. (THE)
SHOP SHOPIFY INC.
2454 MEDIA TEK INC
MTB M&T BANK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
NEWR NEW RELIC INC.
STZ CONSTELLATION BRANDS INC. CLASS A
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
PHM PULTEGROUP INC.
INFY INFOSYS LIMITED
DPZ DOMINO'S PIZZA INC.
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
SHAK SHAKE SHACK INC. CLASS A
USB U.S. BANCORP
ACN ACCENTURE PLC CLASS A
GPN GLOBAL PAYMENTS INC.
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WSM WILLIAMS-SONOMA INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WLDN WILLDAN GROUP
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VRNT VERINT SYSTEMS INC.
VRNS VARONIS SYSTEMS INC.
VLY VALLEY NATIONAL BANCORP
VIRC VIRCO MANUFACTURING CORP.
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
TXRH TEXAS ROADHOUSE INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
STKS ONE GROUP HOSPITALITY
SQ SQUARE INC. CLASS A
SPLK SPLUNK INC.
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SHOO STEVEN MADDEN LTD.
SBUX STARBUCKS CORPORATION
RWT REDWOOD TRUST INC.
RNG RINGCENTRAL INC. CLASS A
RF REGIONS FINANCIAL CORPORATION
QLYS QUALYS INC.
QCOM QUALCOMM INC
PZZA PAPA JOHN'S INTERNATIONAL INC.
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
PAYX PAYCHEX INC.
PANW PALO ALTO NETWORKS INC.
PACW PACWEST BANCORP
NYCB NEW YORK COMMUNITY BANCORP INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MNST MONSTER BEVERAGE CORPORATION
MGPI MGP INGREDIENTS INC.
MELI MERCADOLIBRE INC.
MCD MCDONALD'S CORPORATION
LOW LOWE'S COMPANIES INC.
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
KEY KEYCORP
KBH KB HOME
JCOM J2 GLOBAL INC.
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HD HOME DEPOT INC.
HBI HANESBRANDS INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GPRO GOPRO INC. CLASS A
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
35G GENPACT LIMITED
FTNT FORTINET INC.
FL FOOT LOCKER INC.
FITB FIFTH THIRD BANCORP
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EXLS EXLSERVICE HOLDINGS INC.
EWBC EAST WEST BANCORP INC.
EPAM EPAM SYSTEMS INC.
EAT BRINKER INTERNATIONAL INC.
DKS DICK'S SPORTING GOODS INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
DECK DECKERS OUTDOOR CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CROX CROCS INC.
CRM SALESFORCE.COM INC.
COLB COLUMBIA BANKING SYSTEM INC.
CNK CINEMARK HOLDINGS INC.
CHUY CHUY'S HOLDINGS INC.
CHMI CHERRY HILL MORTGAGE INVESTMENT
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CCS CENTURY COMMUNITIES INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BKU BANKUNITED INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AXTI AXT INC.
ATVI ACTIVISION BLIZZARD INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
ADP AUTOMATIC DATA PROCESSING INC.
ABR ARBOR REALTY TRUST INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
SKY SKYLINE CHAMPION CORPORATION
OSTK OVERSTOCK.COM INC.
WD WALKER & DUNLOP INC.
WIPRO WIPRO LIMITED
DHI D.R. HORTON INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
LULU LULULEMON ATHLETICA INC
DOOR MASONITE INTERNATIONAL CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
CMG CHIPOTLE MEXICAN GRILL INC.
CRI CARTER'S INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
GLOB GLOBANT SA
KO COCA-COLA COMPANY
PVH PVH CORP.
SAM BOSTON BEER COMPANY INC. CLASS A
SLM SLM CORP
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
TMHC TAYLOR MORRISON HOME CORPORATION
HPE HEWLETT PACKARD ENTERPRISE CO.
MHO M/I HOMES INC.
MDC M.D.C. HOLDINGS INC.
VFC V.F. CORPORATION
FCFS FIRSTCASH INC.
ORLY O'REILLY AUTOMOTIVE INC.
HOPE HOPE BANCORP INC.
CVCO CAVCO INDUSTRIES INC.
AYX ALTERYX
UAA UNDER ARMOUR INC. CLASS A
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
OKTA OKTA INC. CLASS A
RDFN REDFIN CORPORATION
CELH CELSIUS HOLDINGS INC.
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
SE SEA ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
SFIX STITCH FIX CLASS A
AVGO BROADCOM INC.
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
PRPL PURPLE INNOVATION
KDP KEURIG DR PEPPER INC.
TSEM TOWER SEMICONDUCTOR LTD
TENB TENABLE HOLDINGS
NICE NICE LTD
ESTC ELASTIC N.V.
AX AXOS FINANCIAL INC.
FTCH FARFETCH LIMITED CLASS A
DAVA ENDAVA PLC ADS
COOP MR. COOPER GROUP INC.
DOCU DOCUSIGN INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SCPL SCIPLAY
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
RVLV REVOLVE GROUP
REAL THE REALREAL
DELL DELL TECHNOLOGIES INC CLASS C
DT DYNATRACE INC.
CRNC CERENCE
DDOG DATADOG INC CLASS A
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
PFSI INC.
ASO PENNYMAC FINANCIAL SERVICES INC.
CRSR ACADEMY SPORTS AND OUTDOORS
CURA CORSAIR GAMING
U CURALEAF HOLDINGS
RKT UNITY SOFTWARE
TLS ROCKET COMPANIES
DASH TELOS
ABNB DOORDASH
AI AIRBNB INC. CLASS A
UFPI C3.AI
LSEA UFP INDUSTRIES INC.
DFH LANDSEA HOMES CORP (A)
CGNT DREAM FINDERS HOMES
WOOF COGNYTE SOFTWARE LTD.
PLTK PETCO HEALTH AND WELLNESS
AFRM PLAYTIKA HOLDING
SNOW AFFIRM HOLDINGS
RBLX SNOWFLAKE INC. CLASS A
NKLA ROBLOX
FNMA NIKOLA CORPORATION
GHLD FEDERAL NATIONAL MORTGAGE ASSOCIATION
HYZN GUILD HOLDINGS
UPST HYZON MOTORS INC.
LICY UPSTART HOLDINGS
TDUP LI-CYCLE
ONON THREDUP INC.
XOS ON HOLDING AG
TWKS XOS INC.
MRVL THOUGHTWORKS HOLDING
OPEN MARVELL TECHNOLOGY INC
STX OPENDOOR TECHNOLOGIES INC
MTTR SEAGATE TECHNOLOGY HLDGS PLC
ALIT GORES HOLDINGS II INC
SOFI FOLEY TRASIMENE ACQUISITION CORP
APP SOFI TECHNOLOGIES INC
UWMC APPLOVIN CORP
PAY UWM HLDGS CORP
MQ PAYMENTUS HLDGS INC
BIRD MARQETA INC
CCSI ALLBIRDS INC
BASE CONSENSUS CLOUD SOLUTIONS INC
NAPA COUCHBASE INC
GFS DUCKHORN PORTFOLIO INC (THE)
PL GLOBALFOUNDRIES INC
COIN PLANET LABS PBC
S COINBASE GLOBAL INC
YOU SENTINELONE INC
MLTX CLEAR SECURE INC
SOUN MOONLAKE IMMUNOTHERAPEUTICS
PGY SOUNDHOUND AI INC
GETY PAGAYA TECHNOLOGIES LTD
CRLBF GETTY IMAGES HOLDINGS INC
TCNNF CRESCO LABS INC.
GTBIF TRULIEVE CANNABIS CORP.
GETR GREEN THUMB INDUSTRIES INC.
BROS GETAROUND INC
OPAD DUTCH BROS INC
SKLZ OFFERPAD SOLUTIONS INC
SKILLZ INC
Kevin Merritt
  • Kevin Merritt
TPX TEMPUR SEALY INTERNATIONAL INC
W WAYFAIR INC.
MA MASTERCARD INCORPORATED
GEO GEO GROUP INC. (THE)
SHOP SHOPIFY INC.
MTB M&T BANK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
NEWR NEW RELIC INC.
STZ CONSTELLATION BRANDS INC. CLASS A
PEP PEPSICO INC.
PHM PULTEGROUP INC.
INFY INFOSYS LIMITED
DPZ DOMINO'S PIZZA INC.
KMX CARMAX INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
SHAK SHAKE SHACK INC. CLASS A
USB U.S. BANCORP
ACN ACCENTURE PLC CLASS A
GPN GLOBAL PAYMENTS INC.
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WSM WILLIAMS-SONOMA INC.
W9N WNS (HOLDINGS) LIMITED SPONSORED ADR
WLDN WILLDAN GROUP
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VRNT VERINT SYSTEMS INC.
VRNS VARONIS SYSTEMS INC.
VLY VALLEY NATIONAL BANCORP
VIRC VIRCO MANUFACTURING CORP.
V VISA INC. CLASS A
UMH UMH PROPERTIES INC.
TXRH TEXAS ROADHOUSE INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
STKS ONE GROUP HOSPITALITY
SQ SQUARE INC. CLASS A
SPLK SPLUNK INC.
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SHOO STEVEN MADDEN LTD.
SBUX STARBUCKS CORPORATION
RWT REDWOOD TRUST INC.
RNG RINGCENTRAL INC. CLASS A
RF REGIONS FINANCIAL CORPORATION
QLYS QUALYS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PYPL PAYPAL HOLDINGS INC
PSTG PURE STORAGE INC. CLASS A
PRGS PROGRESS SOFTWARE CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
PAYX PAYCHEX INC.
PANW PALO ALTO NETWORKS INC.
PACW PACWEST BANCORP
NYCB NEW YORK COMMUNITY BANCORP INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MNST MONSTER BEVERAGE CORPORATION
MGPI MGP INGREDIENTS INC.
MELI MERCADOLIBRE INC.
MCD MCDONALD'S CORPORATION
LOW LOWE'S COMPANIES INC.
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
KEY KEYCORP
KBH KB HOME
JCOM J2 GLOBAL INC.
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HD HOME DEPOT INC.
HBI HANESBRANDS INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GPRO GOPRO INC. CLASS A
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
35G GENPACT LIMITED
FTNT FORTINET INC.
FL FOOT LOCKER INC.
FITB FIFTH THIRD BANCORP
FISV FISERV INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EXLS EXLSERVICE HOLDINGS INC.
EWBC EAST WEST BANCORP INC.
EPAM EPAM SYSTEMS INC.
EAT BRINKER INTERNATIONAL INC.
DKS DICK'S SPORTING GOODS INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
DECK DECKERS OUTDOOR CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
CROX CROCS INC.
CRM SALESFORCE.COM INC.
COLB COLUMBIA BANKING SYSTEM INC.
CNK CINEMARK HOLDINGS INC.
CHUY CHUY'S HOLDINGS INC.
CHMI CHERRY HILL MORTGAGE INVESTMENT
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CCS CENTURY COMMUNITIES INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BKU BANKUNITED INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AXTI AXT INC.
ATVI ACTIVISION BLIZZARD INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
ADP AUTOMATIC DATA PROCESSING INC.
ABR ARBOR REALTY TRUST INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
SKY SKYLINE CHAMPION CORPORATION
OSTK OVERSTOCK.COM INC.
WD WALKER & DUNLOP INC.
WIPRO WIPRO LIMITED
DHI D.R. HORTON INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
LULU LULULEMON ATHLETICA INC
DOOR MASONITE INTERNATIONAL CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
CMG CHIPOTLE MEXICAN GRILL INC.
CRI CARTER'S INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
GLOB GLOBANT SA
KO COCA-COLA COMPANY
PVH PVH CORP.
SAM BOSTON BEER COMPANY INC. CLASS A
SLM SLM CORP
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
MDC M.D.C. HOLDINGS INC.
VFC V.F. CORPORATION
FCFS FIRSTCASH INC.
ORLY O'REILLY AUTOMOTIVE INC.
HOPE HOPE BANCORP INC.
CVCO CAVCO INDUSTRIES INC.
AYX ALTERYX
UAA UNDER ARMOUR INC. CLASS A
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
OKTA OKTA INC. CLASS A
RDFN REDFIN CORPORATION
CELH CELSIUS HOLDINGS INC.
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
SE SEA ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
SFIX STITCH FIX CLASS A
ZS ZSCALER INC.
HEAR TURTLE BEACH CORP.
PRPL PURPLE INNOVATION
KDP KEURIG DR PEPPER INC.
TENB TENABLE HOLDINGS
NICE NICE LTD
ESTC ELASTIC N.V.
AX AXOS FINANCIAL INC.
FTCH FARFETCH LIMITED CLASS A
DAVA ENDAVA PLC ADS
COOP MR. COOPER GROUP INC.
DOCU DOCUSIGN INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SCPL SCIPLAY
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CHWY CHEWY INC. CLASS A
RVLV REVOLVE GROUP
REAL THE REALREAL
DT DYNATRACE INC.
CRNC CERENCE
DDOG DATADOG INC CLASS A
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
PFSI INC.
ASO PENNYMAC FINANCIAL SERVICES INC.
CRSR ACADEMY SPORTS AND OUTDOORS
CURA CORSAIR GAMING
U CURALEAF HOLDINGS
RKT UNITY SOFTWARE
TLS ROCKET COMPANIES
DASH TELOS
ABNB DOORDASH
AI AIRBNB INC. CLASS A
UFPI C3.AI
LSEA UFP INDUSTRIES INC.
DFH LANDSEA HOMES CORP (A)
CGNT DREAM FINDERS HOMES
WOOF COGNYTE SOFTWARE LTD.
PLTK PETCO HEALTH AND WELLNESS
AFRM PLAYTIKA HOLDING
SNOW AFFIRM HOLDINGS
RBLX SNOWFLAKE INC. CLASS A
NKLA ROBLOX
FNMA NIKOLA CORPORATION
GHLD FEDERAL NATIONAL MORTGAGE ASSOCIATION
HYZN GUILD HOLDINGS
UPST HYZON MOTORS INC.
LICY UPSTART HOLDINGS
TDUP LI-CYCLE
ONON THREDUP INC.
XOS ON HOLDING AG
TWKS XOS INC.
OPEN THOUGHTWORKS HOLDING
STX OPENDOOR TECHNOLOGIES INC
MTTR SEAGATE TECHNOLOGY HLDGS PLC
ALIT GORES HOLDINGS II INC
SOFI FOLEY TRASIMENE ACQUISITION CORP
APP SOFI TECHNOLOGIES INC
UWMC APPLOVIN CORP
PAY UWM HLDGS CORP
MQ PAYMENTUS HLDGS INC
BIRD MARQETA INC
CCSI ALLBIRDS INC
BASE CONSENSUS CLOUD SOLUTIONS INC
NAPA COUCHBASE INC
GFS DUCKHORN PORTFOLIO INC (THE)
PL GLOBALFOUNDRIES INC
COIN PLANET LABS PBC
S COINBASE GLOBAL INC
YOU SENTINELONE INC
SOUN CLEAR SECURE INC
PGY SOUNDHOUND AI INC
GETY PAGAYA TECHNOLOGIES LTD
CRLBF GETTY IMAGES HOLDINGS INC
TCNNF CRESCO LABS INC.
GTBIF TRULIEVE CANNABIS CORP.
GETR GREEN THUMB INDUSTRIES INC.
BROS GETAROUND INC
OPAD DUTCH BROS INC
SKLZ OFFERPAD SOLUTIONS INC
SKILLZ INC
Pelham Smithers
  • Pelham Smithers

PSA Global Semiconductors: Opportunities & Risks from the AI Chip Boom

This report looks at the potential for the AI chip market and at who the winners and losers might be.

Dan Salmon ... (+2)
  • Dan Salmon
  • Emily Stykes

AMZN + SHOP, WMT seller event, YouTube read through from DIS vs CHTR, ...

What's New: It was a busier than typical last week of the summer, and in our latest edition, we share our views on an extended mix of recent headlines: 1. SHOP + AMZN partner for Buy with Prime on Shopify stores 2. WMT hosts first third-party seller event 3. DIS and CHTR at programming impasse; once again, YouTube benefits 4. AMZN expands interactive ads on TNF + Fire TV 5. Insta testing 10-minute Reels, now allows Stories to be promoted as ads via API 6. DASH rolls out AI-enabled voice orderi...

Dan Salmon ... (+2)
  • Dan Salmon
  • Emily Stykes

2Q23 Digital Ads Recap: Returns to Scale

In our expanded 2Q23 Digital Ad Recap, we review performance across six sub-sectors and 41 companies (see below) and also make slight adjustments to our industry model. 1. Search: GOOGL, MSFT, IAC, YELP, ANGI, PERI 2. Social Media: META, SNAP, PINS, YouTube 3. Retail Media: AMZN, EBAY, CRTO 4. Streaming: NFLX, DIS, ROKU, WBD, NBCU, PARA 5. Agencies: OMC, IPG, WPP-LN, PUB-FR, STGW, Dentsu 6. Ad Tech, including: 1. Demand-side platforms (DSPs): TTD, CRTO, PERI, DSP, ADTH, CDLX 2. Sell-side platf...

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