Author: Broadband Breakfast

Hey everyone, Posting my regular channel check & other alternative data report before we start the big tech Q2 earnings. In this report, I covered the cloud hyperscalers and what I see from aggregating multiple alt providers, and share some of my views on the upcoming earnings. In this report, I also share some data on the ad tech and software sector, as well as my general view on how things might play out this earnings season. Particularly on the cloud side, some of my data points to a significant acceleration from previous levels for one specific cloud provider. Let’s…

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