Analyst
Compass Point
Equibles does not estimate personal net worth.
Michael Donovan is recorded as Analyst at Compass Point. Michael Donovan has spoken on 12 earnings calls and 1 other investor event across 8 companies, most recently for Applied Digital Corp. on October 7, 2026. Those appearances were for Applied Digital Corp. (APLD), IREN Ltd (IREN), Core Scientific, Inc. (CORZ), QumulusAI, Inc. (QMLS), MARA Holdings, Inc. (MARA) and 3 other companies. The companies whose calls Michael Donovan spoke on are classified in the Technology and Financial Services sectors.
“Is it fair to seeing your existing McQuarrie relationship would extend to Finland?”
“So if we could discuss the AI XP opportunity, how are economics structured across Cumulus and site partners, particularly around CapEx contributions and revenue sharing?”
“Also, the hybrid energy storage prototype system with TAE power solution, what performance and economic thresholds does it need to meet before America considers broader development?”
“Following up on behind-the-meter questions, are you solely looking at turbines or also evaluating fuel cells?”
“You discussed access to Bauer being a priority when looking at the meter opportunities, or would you be open to behind the meter?”
Compass Point
Analyst
Source not stated
Information Technology Services · Technology
IREN
Capital Markets · Financial Services
Software - Infrastructure · Technology
QMLS
Software - Infrastructure · Technology
MARA
Capital Markets · Financial Services
IOND
Capital Markets · Financial Services
WULF
Capital Markets · Financial Services
CIFR
Information Technology Services · Technology
