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DoorDash, Inc. (DASH)
Lyft (LYFT)
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Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
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Aeva, Inc. (AEVA)
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Aurora Innovation (AUR)
ChargePoint Holdings, Inc. (CHPT)
Faraday Future Intelligent Electric (FFIE)
Hyzon Motors (HYZN)
Lightning eMotors (ZEV)
Lucid Group, Inc. (LCID)
Luminar Technologies, Inc. (LAZR)
Mobileye Global Inc. (MBLY)
Nextracker Inc. (NXT)
Ouster (OUST)
Polestar Automotive (PSNY)
Proterra, Inc. (PTRA)
Romeo Power, Inc. (RMO)
TPG Pace Beneficial Finance (TPGY)
Tritium DCFC (DCFC)
Visteon Corp (VC)
Xos Inc (XOS)
Electronics Manufacturing Services
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Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Celestica Inc. (CLS)
Fabrinet (FN)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
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Micron Technology (MU)
NetApp (NTAP)
SanDisk Corp (SNDK)
Seagate Technology (STX)
Western Digital (WDC)
Technology Supply Chain
Industry Notes
Amphenol (APH)
Arrow Electronics Inc (ARW)
Avnet Inc (AVT)
Belden (BDC)
CommScope (COMM)
CoreWeave, Inc. (CRWV)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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Company Notes
January 21, 2022
Adds to APEX Offering
By Steven Fox
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January 20, 2022
Adding Peer-to-Peer Car Rentals to Network
By Steven Fox
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January 20, 2022
Estimates on Solid Ground into Earnings
By Steven Fox
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January 20, 2022
Its All About the Execution
By Steven Fox
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January 19, 2022
Winning Print Position for the Holiday Road
By Steven Fox
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January 19, 2022
Attractive Risk-Reward into Earnings
By Steven Fox
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January 19, 2022
Announces Another OEM Agreement
By Steven Fox
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January 19, 2022
More Hydrogen Infrastructure News
By Steven Fox
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January 19, 2022
LCD Supply Chain Hand Wringing is Overdone
By Steven Fox
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January 19, 2022
More Support for Profitable Growth Story
By Steven Fox
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January 19, 2022
Some New News on Roadmap Advancements
By Steven Fox
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January 18, 2022
Consistency Challenged Further; Reduce Rating to Equal-Weight
By Steven Fox
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January 13, 2022
Adds Another Customer Agreement
By Steven Fox
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January 13, 2022
A Positive Micro-Mobility Update
By Steven Fox
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January 13, 2022
Stock Gets Pigeonholed; Reiterate Outperform
By Steven Fox
Read More >>
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