Canaccord Genuity 2026

2 posts

• BMRN BioMarin GC 2026 questions
• QLYS — Questions for Management

China HPC production

1 post

• Where Huawei's petaflops are actually landing — the SMIC wafer choke point

The Bitcoin Miner to AI Infra transition

1 post

• Miners are selling megawatts, not hashes.

J.P. Morgan Energy, Power, Renewables & Mining Conference (New York, June 23, 2026)

4 posts

Question packs for the upcoming conference

• Devon Energy: Management Q&A Topics
• Oceaneering Management Qs — OII
• SM Energy Management Questions