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    Joe Flynn

    Senior Research Analyst at Compass Point Research & Trading, LLC

    Joe Flynn is a Senior Research Analyst at Compass Point Research & Trading, LLC, specializing in Blockchain, Cryptocurrency, and High Performance Computing (HPC) equities. He has covered specific companies such as Core Scientific, Coinbase Global, Applied Digital, Canaan, Exodus Movement, and Marathon Digital Holdings, delivering standout calls including a 160.8% one-year return on CORZ and targeting substantial upside for other blockchain-focused stocks. Flynn began his analyst career with Craig-Hallum Capital Group specializing in semiconductors and hardware technology, consulting independently in the crypto space before joining Compass Point in April 2022 and progressing to a Managing Director role at Lucid Capital Markets LLC in July 2025. He holds a BS in Finance from Marquette University and is registered with FINRA, leveraging deep experience in equity research across traditional tech and digital assets.

    Joe Flynn's questions to Canaan (CAN) leadership

    Joe Flynn's questions to Canaan (CAN) leadership • Q1 2025

    Question

    Joe Flynn questioned the justification for committing over $400 million to wafer costs given the uncertain macro environment and slowing demand from U.S. customers, asking how the company balances these large prepayments with market realities.

    Answer

    CEO Nangeng Zhang explained that the company maintains strong long-term foundry partnerships and that current wafer inventory is sufficient through Q3, and possibly Q4. He stated that if tariff uncertainty resolves and the market recovers, a supply shortage is possible. Therefore, maintaining this supply line provides strategic flexibility to meet a potential rapid rebound in demand.

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    Joe Flynn's questions to Canaan (CAN) leadership • Q4 2024

    Question

    Joe Flynn asked for details on the A15 production ramp, specifically how much was covered by North American deposits and the strategy for managing liquidity risk with long lead times. He also inquired about R&D dedication to RISC-V ASICs and potential competition in the China AI market.

    Answer

    CEO Nangeng Zhang explained that A15 orders, mostly from North America, are largely secured with 50% prepayments and will be delivered by May. He noted the company maintains a 3-4 month production pipeline to manage lead times. On the AI question, Zhang described it as 'sensitive' and stated the company is being 'very, very cautious' about AI development due to the regulatory environment, positioning its U.S. infrastructure build-out as a long-term hedge to pivot if needed.

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    Joe Flynn's questions to SDIG leadership

    Joe Flynn's questions to SDIG leadership • Q4 2023

    Question

    Inquired about the company's strategy for managing its balance sheet and growth if hash prices fall significantly post-halving. Also asked for the outlook on their hosting/JV business and its advantages over traditional hosting models.

    Answer

    The company is positioned for the halving with low debt and CapEx obligations and is focused on lowering power costs, aided by the current market and future carbon capture revenue. Regarding hosting, they will continue their revenue-sharing JV model rather than traditional hosting, seeing it as a key way to opportunistically upgrade their fleet.

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