EVENTS:   IRF Lunch: Can Japan Come Good? - Pelham Smithers/Pelham Smithers Associates - 25 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      
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Filters:

Provider names

Companies

20 Providers Listed for 'On Semiconductor'

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

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

Channel Checks

, Fundamental

, Long / Short Ideas

, Sector Specialist

Technology

Paragon Intel

Colby Howard - Co-Founder & President

Ty Popplewell - CEO

Bill Campbell - Partner & Director Research

Ryan Fodor - Head of Sales

Equities

Data Provider

, Long / Short Ideas

Generalist

Summit Insights Group

Srini Nandury - Managing Director & Founder, IT Hardware & Software

KinNgai Chan - Semiconductors & Semicap Equipment

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

Ingenuity

Dr William Keating - Founder & CEO

Equities

Expert Network

, Guest Speaker

, Long Only Ideas

, News

, Sector Specialist

, Training

Technology

2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

Fundamental

Generalist

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

Equities

Corporate Access

, Bespoke

, Channel Checks

, Fundamental

, Long / Short Ideas

, Long Only Ideas

Consumer Discretionary

, Financials

, Media

, Technology

, Telecoms

Off Wall Street

Robert Larity - Director of Research

Brian Rogers - Head of Sales

Britt McLoy - Principal Analyst

Karthik Subramaniam - Principal Analyst

Tom Naughton - Senior Analyst

Steve Denison - Senior Analyst

Equities

Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

Arete Research

Richard Kramer - Founder, Managing Director & Senior Analyst-Technology

Brett Simpson - Co Founder & Senior Analyst-Semiconductors

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

Storm Research

Rhiannon Ewart-White - Co-Founder & Managing Director

Rowan Ewart-White - Co-Founder & Director

Equities

Fundamental

, Long / Short Ideas

Generalist

Signum Intel

Michael Orme - Founder

Eoin Gleeson - Co-Founder & Research Director

Equities

, Other

Long / Short Ideas

, Sector Specialist

, Thematic

Generalist

, Materials

, Metals & Mining

, Technology

Pelham Smithers Associates

Pelham Smithers - Founder / Electronics, Telecoms & Pharma

Julie Boote - Founder / Autos

James Ford - Founder & Head of Sales

Joel Scheiman - Materials & Chemicals

Theo Nguyen - Internet & eCommerce

William Nestuk - Auto Parts & Machinery

Lindsay Whipp - Enterprise Software

Hiroyuki Terada - Small Mid cap stocks

Nia Dokova - Healthcare

Equities

, Macro

Asset Allocation

, Bespoke

, Corporate Access

, Event Driven

, Fundamental

, Long / Short Ideas

, Macroeconomics

, News

, Sector Specialist

, Thematic

, Training

Consumer Discretionary

, Consumer Staples

, Financials

, Healthcare

, Industrials

, Materials

, Real Estate

, Technology

, Telecoms

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Fundamental

, Long / Short Ideas

Generalist

Woozle Research

Mark Pacitti - Founder and CEO

Julie Bousquet - Head of Research

Enya Collins - Payment Processors & Business Services Tickers

James Mackie - Global Beverages / Distillers / Brewers

Jacob Wesseltoft - Tyres and Autos

Hamish Wells - Food Delivery Apps & Online Classified Platforms

Bradley Allen - Pure-Play Online Fashion Platforms & Home Builders

Carl Diebitsch - Fashion & Sports Retail

Nisarg Vyas - Luxury Goods (Hardline and Softline)

Amrita Diddee - Food Retail

Darian Hidajat - DIY & Hardline Specialty Retail

Jay Jeon - Travel, Leisure, and Restaurants

, Equities

Corporate Credit

, Private Equity

Bespoke

, Channel Checks

, Data Provider

, Event Driven

, Expert Network

, Long / Short Ideas

, Sector Specialist

Communication Services

, Consumer

, Healthcare

, Industrials

, Real Estate

, Technology

Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner and Chief Commodities Analyst

Charles Su - Chief Economist

, Macro

Equities

Asset Allocation

, Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Generalist

Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

, Macro

Fundamental

, Long / Short Ideas

Generalist

Behind the Numbers

Jeff Middleswart - President & Director of Research

Bill Whiteside - Vice President

Equities

Forensic Accounting

, Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

the IDEA!

Marteen Verbeek - Co-Founder & Managing Partner

Henk Slotboom - Co-Founder & Managing Partner

Equities

Fundamental

, Long / Short Ideas;

, Long Only Ideas

Generalist

Revelare Partners

Andrew Peters - Co-Founder & Managing Partner

David Shook - Co-Founder & Managing Partner

Equities

Channel Checks

, Event Driven

, Expert Network

, Fundamental

, Guest Speaker

, Long / Short Ideas

, Shorting Specialist

Consumer

, Consumer Discretionary

, Consumer Staples

, Healthcare

, Media

, Real Estate

, Technology

, Telecoms

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

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

US

Sector Specialist

Channel Checks

Fundamental

Long / Short Ideas

Technology

Paragon Intel

Colby Howard - Co-Founder & President

Ty Popplewell - CEO

Bill Campbell - Partner & Director Research

Ryan Fodor - Head of Sales

Equities

US

Long / Short Ideas

Data Provider

Generalist

Summit Insights Group

Srini Nandury - Managing Director & Founder, IT Hardware & Software

KinNgai Chan - Semiconductors & Semicap Equipment

Equities

US

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

Ingenuity

Dr William Keating - Founder & CEO

Equities

Global

Expert Network

Guest Speaker

Long Only Ideas

News

...more

Technology

2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

Developed Markets

Fundamental

Generalist

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
Off Wall Street

Robert Larity - Director of Research

Brian Rogers - Head of Sales

Britt McLoy - Principal Analyst

Karthik Subramaniam - Principal Analyst

...more

Equities

Global

Long / Short Ideas

Shorting Specialist

Fundamental

Generalist

Arete Research

Richard Kramer - Founder, Managing Director & Senior Analyst-Technology

Brett Simpson - Co Founder & Senior Analyst-Semiconductors

Jim Fontanelli - Co-Founder & Senior Analyst-Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

Storm Research

Rhiannon Ewart-White - Co-Founder & Managing Director

Rowan Ewart-White - Co-Founder & Director

Equities

Japan

Long / Short Ideas

Fundamental

Generalist

Signum Intel

Michael Orme - Founder

Eoin Gleeson - Co-Founder & Research Director

Equities

Other

Global

Europe

US

Asia

Long / Short Ideas

Sector Specialist

Thematic

Generalist

Materials

Metals & Mining

Technology

Pelham Smithers Associates

Pelham Smithers - Founder / Electronics, Telecoms & Pharma

Julie Boote - Founder / Autos

James Ford - Founder & Head of Sales

Joel Scheiman - Materials & Chemicals

...more

Equities

Macro

Japan

Global

Asset Allocation

Bespoke

Corporate Access

Event Driven

...more

Consumer Discretionary

Consumer Staples

Financials

Healthcare

...more
AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Europe

UK

Switzerland

Long / Short Ideas

Fundamental

Generalist

Woozle Research

Mark Pacitti - Founder and CEO

Julie Bousquet - Head of Research

Enya Collins - Payment Processors & Business Services Tickers

James Mackie - Global Beverages / Distillers / Brewers

...more

Corporate Credit

Equities

Private Equity

Asia

Global

UK

US

...more

Bespoke

Channel Checks

Long / Short Ideas

Sector Specialist

...more

Communication Services

Consumer

Healthcare

Industrials

...more
Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner and Chief Commodities Analyst

...more

Equities

Macro

Emerging Markets

China

Asset Allocation

Fundamental

Macroeconomics

Sector Specialist

...more

Generalist

Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

Macro

Japan

Long / Short Ideas

Fundamental

Generalist

Behind the Numbers

Jeff Middleswart - President & Director of Research

Bill Whiteside - Vice President

Equities

US

Europe

Long / Short Ideas

Fundamental

Forensic Accounting

Shorting Specialist

Generalist

the IDEA!

Marteen Verbeek - Co-Founder & Managing Partner

Henk Slotboom - Co-Founder & Managing Partner

Equities

Europe

Netherlands

Belgium

Long Only Ideas

Fundamental

Long / Short Ideas;

Generalist

Revelare Partners

Andrew Peters - Co-Founder & Managing Partner

David Shook - Co-Founder & Managing Partner

Equities

North America

Europe

Channel Checks

Event Driven

Expert Network

Fundamental

...more

Consumer

Consumer Discretionary

Consumer Staples

Healthcare

...more