EVENTS:   Trump's Capitulation to China - What to Infer? - David Woo/David Woo Unbound - 21 May 25     ROADSHOWS: US TMT Policy - Robert Kaminski /Capital Alpha Partners - London   19 - 21 May 25       L/S US Retail and Consumer Staples Ideas - Brian McGough & Daniel Bilosi /Hedgeye - London   19 - 23 May 25       US Healthcare Policy - Kim Monk & Rob Smith /Capital Alpha Partners - London   20 - 22 May 25      

TMT Best Ideas Conference

Sales Pulse Research

Thu 19 May 2022 - 14:00 BST

Topics

Marvell Technology Group (MRVL) & Taiwan Semiconductor Manufacturing Company (TSMC)

Paycom (PAYC)

Peloton (PTON)

The Upcoming Battle for the DPU Market

S&P Global (SPGI)

The Advertising Pendulum Swings back to Facebook from Applovin/IS/Unity

Alteryx (AYX)

Data Center Derivatives, Follow the Money in Semis, Networking and Optical