As we previewed earlier, the Goldman Communacopia & Technology Conference started this morning, and while the big names have yet to present (NVDA is on Wednesday shortly after the CPI report), today was an exciting day for those following the latest updates. Here is a recap of what happened courtesy of Goldman TMT specialist Peter Callahan
A lot of action today – AMZN AWS’ Matt Garman just wrapped up; highlights this afternoon include: DASH (cfo), CFLT (ceo), UBER (ceo), SMCI (cfo), MA (cfo), ESTC (ceo, ,cfo), ZG (cfo), ARM (ceo), ABNB (ceo) and much more ..
Quick rundown of some early talking points along with 1-liners from GIR’s live-stream of notes coming out of each presentation.
