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Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
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)
Storage Technologies
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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)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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Company Notes
November 8, 2021
An Increasingly Favorable Micro-Mobility Backdrop
By Steven Fox
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November 8, 2021
An Increasingly Supportive Commercial Backdrop
By Steven Fox
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November 5, 2021
More on Motor Coaches and Related Corporate ESG Goals
By Steven Fox
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November 5, 2021
Checking A Lot of Boxes on Our Outperform Thesis
By Steven Fox
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November 5, 2021
Positioned Well for Some Q3 Upside
By Steven Fox
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November 4, 2021
First Look at Q3 Results and Outlook
By Steven Fox
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November 4, 2021
First Look at Q3 Results
By Steven Fox
Read More >>
November 4, 2021
As Bad as It Gets?
By Steven Fox
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November 4, 2021
First Look at Q3 Results and Outlook
By Steven Fox
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November 4, 2021
Certain Growth Over Market in an Uncertain Business Environment
By Steven Fox
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November 3, 2021
Another Set of Solid Improvements
By Steven Fox
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November 3, 2021
First Look at Q3 Results and Outlook
By Steven Fox
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November 3, 2021
Faring Better Than Most
By Steven Fox
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November 2, 2021
Expands on Charging Infrastructure Partnerships
By Steven Fox
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November 2, 2021
First Look at Q3 Results
By Steven Fox
Read More >>
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