North America Equity Research U.S. First to Market 10 July 2026 Top Stories Top Short Ideas (Ken Goldman) U.S. Equity Thematic Research We surveyed our top-ranked U.S. equity research analysts to identify their most compelling structural and tactical short ideas as we enter 3Q26. Presented below is a comprehensive list of their high-conviction selections, exclusive to this proprietary report. Explore the rationale behind each. Semiconductors/Semi Cap Equipment (Harlan Sur) 2Q26 Preview: 15% Pullback in Stoc ...