Internet - The Week Ahead + META + DASH + PINS/AWS + UBER + DUOL Mgmt. Takes + CHWY + RBLX

Research evidence excerpt

Internet - The Week Ahead + META + DASH + PINS/AWS + UBER + DUOL Mgmt. Takes + CHWY + RBLX

Global Internet

ECommerce - Market Overweight

Mobility & Delivery - Market Overweight

Online Advertising - Market Overweight

Subscription - Market Weight

Internet - The Week Ahead + META + DASH + PINS/AWS June 7, 2026

+ UBER + DUOL Mgmt. Takes + CHWY + RBLX

The Wolfe Byte

In this report, we discuss what we expect this week + share our catalyst calendar + our thoughts on key topics

(DUOL mgmt meeting topics + RBLX data + META's potential raise & subscriptions + Deliveroo reservations &

DASH Ads + UBER & NURO/Avride).

II (Extel) voting window is open and we’ll appreciate your support! 5-stars Internet Large and SMID Cap!

Join us on Monday webcast! (link here). We will share sentiment & expectations into CHWY's EPS + META/GOOGL/

AMZN - most frequently asked questions/topics over the week + DUOL & SNAP mgmt. meeting takes + impact

of META's AI subscription products + META's potential model releases + DASH Ads & Deliveroo reservations +

PINS/AWS + UBER/Nuro/Avride. Our technical analyst Rob Ginsberg will share his thoughts on positioning and trades

for upcoming week. Our chief economist Stephanie Roth will share her views on macro data.

What do we expect this week?

1. Chewy Earnings: Join our weekly webcast (link here) - we will share expectations, sentiment, positioning & our

view into the print.

2. Apple's Developer Conference - for Internet reads, we will be listening for updates specifically on: i) Gemini-

powered Siri: Announcements related to Siri product development and Gemini integrations, and ii) AI Search

expansion: Apple's partnership with 3P models and privacy-first AI-led search experience.

3.