EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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Filters:

Provider names

Companies

13 Providers Listed for 'Applied Digital'

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

Andrew Beale - Senior Analyst-Telecoms & Cable

Nam Hyung-Kim - Senior Analyst-Global Memory, Display, PC & Battery

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Media

, Technology

, Telecoms

Two Rivers Analytics

Eric Fernandez - Founder

Equities

Bespoke

, Data Provider

, Event Driven

, Forensic Accounting

, Fundamental

, Long / Short Ideas

, Sector Specialist

, Short Only Ideas

, Shorting Specialist

Generalist

Corto Capital Advisors

Zach Shannon - Founder & Principal

Equities

Shorting Specialist

Generalist

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

Channel Checks

, Fundamental

, Long / Short Ideas

, Sector Specialist

Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Expert Network

, Guest Speaker

, Long Only Ideas

, News

, Sector Specialist

, Training

Technology

Rosenblatt Securities

Kevin Cassidy - Senior Analyst, Semiconductors

Mike Genovese - Senior Analyst, Comm & Cloud Infrastructure

Catharine Trebnick - Senior Analyst, Cloud Communications & Cybersecurity

Blair Abernethy - Senior Analyst, Software

Chris Brendler - Senior Analyst, FinTech & Crypto

Barton Crockett - Senior Analyst, Internet Media

Kevin Garrigan - Analyst, Semiconductors

Steve Frankel - Director of Research, Senior Analyst, Digital Media

Robert Simmons - Software

Evan Morgan - Managing Director, Head of Research Sales

Scott Devitt - Senior Research Analyst

John McPeake - Senior Research Analyst

Sajal Dogra - Senior Research Analyst

Equities

Corporate Access

, Bespoke

, Channel Checks

, Fundamental

, Long / Short Ideas

, Long Only Ideas

Consumer Discretionary

, Financials

, Media

, Technology

, Telecoms

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

David Barden - Communication Services / U.S.

, Equities

Corporate Credit

Fundamental

, Long / Short Ideas

, Sector Specialist

Industrials

, Telecoms

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

Summit Insights Group

KinNgai Chan - Senior Research Analyst – Semiconductors & Semicap Equipment

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Semiconductors

, Technology

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

Xiaobing Wang - Senior Analyst-New Energy/Utility

Ying Lu - Senior Analyst-Health Care

Patrick Chen - Senior Analyst-Tech/Semi

Yi Yang - Senior Analyst-Mechanical

Banks Zhang - Senior Analyst-Semi

Karen Zhang - Senior Analyst-TMT

Joe Jiang - Senior Analyst-Health Care

Equities

Bespoke

, Channel Checks

, Content

, Corporate Access

, Data Provider

, Expert Network

, Fundamental

, Guest Speaker

, Long / Short Ideas

, Policy

, Sector Specialist

Generalist

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

Event Driven

, Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

Hedgeye

Keith McCullough - Founder & CEO, Macro

Brian McGough - Retail

Bennett Cheer - Restaurants & Cannabis

Daryl Jones - Macro

Josh Steiner - Financials, Housing & Digital Assets

Tom Tobin - Healthcare

Jay Van Sciver - Industrials & Materials

Neil Howe - Demography

Andrew Freedman - Communications & Software

Felix Wang - Global Tech

David Salem - Capital Allocation

Sean Jenkins - Gaming, Lodging & Leisure

Daniel Biolsi - Consumer Staples

Howard Penney - Risk Management

Fernando Valle - Energy

Paul Glenchur - Telecom & Media Policy

JT Taylor - Macro Policy

Emily Evans - Health Policy

, Macro

, FX

, Equities

Commodities

, Fixed Income

Asset Allocation

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

, Shorting Specialist

, Thematic

Consumer

, Energy

, Financials

, Healthcare

, Industrials

, Media

, Technology

, Telecoms

JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Technology

, Telecoms

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

Andrew Beale - Senior Analyst-Telecoms & Cable

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

Two Rivers Analytics

Eric Fernandez - Founder

Equities

US

Bespoke

Data Provider

Event Driven

Forensic Accounting

...more

Generalist

Corto Capital Advisors

Zach Shannon - Founder & Principal

Equities

US

Shorting Specialist

Generalist

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

US

Sector Specialist

Channel Checks

Fundamental

Long / Short Ideas

Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Global

Expert Network

Guest Speaker

Long Only Ideas

News

...more

Technology

Rosenblatt Securities

Kevin Cassidy - Senior Analyst, Semiconductors

Mike Genovese - Senior Analyst, Comm & Cloud Infrastructure

Catharine Trebnick - Senior Analyst, Cloud Communications & Cybersecurity

Blair Abernethy - Senior Analyst, Software

...more

Equities

Europe

North America

Corporate Access

Bespoke

Channel Checks

Fundamental

...more

Consumer Discretionary

Financials

Media

Technology

...more
New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

David Barden - Communication Services / U.S.

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Industrials

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

Summit Insights Group

KinNgai Chan - Senior Research Analyst – Semiconductors & Semicap Equipment

Equities

US

Fundamental

Long / Short Ideas

Sector Specialist

Semiconductors

Technology

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

...more

Equities

China

Bespoke

Channel Checks

Content

Corporate Access

...more

Generalist

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

US

Europe

Long / Short Ideas

Fundamental

Shorting Specialist

Event Driven

Generalist

Hedgeye

Keith McCullough - Founder & CEO, Macro

Brian McGough - Retail

Bennett Cheer - Restaurants & Cannabis

Daryl Jones - Macro

...more

Commodities

Equities

FX

Fixed Income

...more

China

Emerging Markets

Global

US

Asset Allocation

Long / Short Ideas

Policy

Sector Specialist

...more

Consumer

Energy

Financials

Healthcare

...more
JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Global

Technology

Telecoms