EVENTS:   Rubin, ASICs, and the Analog Price Reset (JNK’s 2H 2026 Supply Chain Signals) - Martin Jacobs/JNK Research - 09 Jun 26   The Structural, the Cyclical and the Tactical - Tian Yang/Variant Perception - 10 Jun 26     ROADSHOWS: L/S Industrials, Materials, Energy & Utilities Ideas - Jay Van Sciver & Fernando Valle /Hedgeye   •   London   09 - 11 Jun 26       Global Conflicts - Implications for Defense Contractors - Byron Callan /Capital Alpha Partners   •   London   09 - 12 Jun 26