Tech / TMT Reports

June 17, 2026

(NVDA, AMD, GOOGL, META, CRWV, Anthropic, OpenAI) AI Regulation: State Patchwork, Federal Export Controls, and NDAA Chip Watch

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Joe Lieber and Ben Brolin

AMD (US), CRWV (US), GOOGL (US), META (US), NVDA (US)
May 26, 2026

(META, GOOGL, SNAP, STUB, LYV) California Ban on Kids Access to Social Media and 10% Cap on Ticket Resale Like to Advance

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Joe Lieber

GOOGL (US), LYV (US), META (US), STUB (US)
May 13, 2026

(NVDA, AMD, BA) Conference Call Takeaways: Trump/Xi Summit

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Joe Lieber

AMD (US), BA (US), NVDA (US)
May 13, 2026

(META, GOOGL, SNAP, TikTok) AB 1709 Watch: Timeline and Outlook for California’s Youth Social Media Bill

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Joe Lieber

GOOGL (US), META (US), SNAP (US)
May 4, 2026

(META) New Mexico Public Nuisance Remedies Trial Begins – Material Downside Risk and Precedent Implications

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Joe Lieber

META (US)
May 1, 2026

(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility

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Joe Lieber

AMD (US), NVDA (US)
April 29, 2026

Disney (DIS)/FCC: License Loss Extremely Unlikely

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Joe Lieber

DIS (US)
April 17, 2026

(META, GOOGL, SNAP, TikTok) California’s Bipartisan Push to Ban Under-16s from Social Media Clears First Hurdle

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Joe Lieber

GOOG (US), META (US), SNAP (US)
April 10, 2026

(ASML, TOELY, NVDA) New Semiconductor Export-Control Bill, the MATCH Act, Unlikely to Become Law

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Joe Lieber

ASML (US), NVDA (US), TOELY (US)
April 9, 2026

Social Media Litigation and META/GOOGL Potential Valuations

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Joe Lieber

GOOGL (US), META (US)