EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26      

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Equity Idea Calls
Best TMT Equity Ideas Conference Call

03 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

Arete Research
Andrew Beale   Andrew Beale Senior Analyst-Telecoms & Cable Andrew joined Arete in 2003 and is based in the firm's London office. He focuses on telecoms/cable in US and EU. Prior to Arete, Andrew spent nine years as an analyst at several investment banks including Deutsche Bank and UBS, specialising in wireless and UK/EU telcos. Before this, he spent a year in corporate finance at Bankers Trust, and five years consulting at PA Consulting Group to telecoms and CATV operators, banks, regulators and customers.
Huber Research Partners
Craig Huber   Craig Huber Founder Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
JNK Research
Martin Jacobs   Martin Jacobs Managing Partner & Head of Research Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.
Lynx Equity Strategies
KC Rajkumar   KC Rajkumar Managing Partner KC is an analyst at Lynx Equity Strategies, a US-based independent investment research firm. He has been with the firm since founding it in 2017. Prior to that he was an adviser to private start-ups (2013-2017), an investment analyst at a boutique hedge fund (2011-2013) and a research analyst at RBC Capital markets (2007-2011). Prior to that he was a technologist in the semiconductor industry (1996-2007). KC Rajkumar has a Ph.D. in Materials Science and holds the CFA designation.
Sales Pulse Research
Steve Thompson   Steve Thompson Director of Research - BI / Analytics / Big Data Steve is a Technology Research Analyst for Sales Pulse Research and has over 25 years of experience in enterprise technology. He has worked for end users as well as vendors and held roles in field Customer Service and Systems Engineering, Business Development and Marketing. Steve covers the Big Data and Analytics, Cloud, Storage, and Networking markets for Sales Pulse Research.
Rosenblatt Securities
Kevin Cassidy   Kevin Cassidy Senior Analyst, Semiconductors Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top ranked stock picker in 3rd party ratings.
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