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Lucid Capital Markets — Tellvest
Firms
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Lucid Capital Markets
Lucid Capital Markets
Technology (18)
Financial Services (6)
1
Analysts
3
Companies
24
Questions
Trends
up to 8 quarters
Questions per Quarter
3
Q3'24: 3
Q3'24
5
Q4'24: 5
5
Q1'25: 5
Q1'25
4
Q2'25: 4
1
Q3'25: 1
Q3'25
4
Q4'25: 4
1
Q1'26: 1
Q1'26
1
Q2'26: 1
Q2'26
Questions
Challenging
Active Analysts
1
Q3'24: 1
Q3'24
1
Q4'24: 1
1
Q1'25: 1
Q1'25
1
Q2'25: 1
1
Q3'25: 1
Q3'25
1
Q4'25: 1
1
Q1'26: 1
Q1'26
1
Q2'26: 1
Q2'26
Companies Covered
2
Q3'24: 2
Q3'24
3
Q4'24: 3
3
Q1'25: 3
Q1'25
3
Q2'25: 3
1
Q3'25: 1
Q3'25
2
Q4'25: 2
1
Q1'26: 1
Q1'26
1
Q2'26: 1
Q2'26
Analysts
1
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Darren Aftahi
APLD
IREN
RIOT
24
—
Darren Aftahi
Focus Areas
10 topics
Capex Investment
10
Cloud & AI
9
Demand
6
Capital Allocation
4
Competitive Dynamics
3
Geographic Expansion
2
Margin
2
Pricing
1
Regulation Policy
1
Macroeconomic
1
Company Coverage
3 companies
APLD
Applied Digital Corp.
10q
IREN
IREN Limited
8q
RIOT
Riot Platforms, Inc.
6q
3 companies
24
Questions