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Industry Notes
Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
Industry Notes
Aeva, Inc. (AEVA)
Aptiv (APTV)
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
Industry Notes
Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
Industry Notes
Dell Technologies (DELL)
Micron Technology (MU)
NetApp (NTAP)
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)
Company Models
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Company Notes
February 3, 2021
Raise Rating to Outperform on Business Model Advances
By Steven Fox
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February 3, 2021
Holds to Dividend Raise Promises
By Steven Fox
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February 3, 2021
First Look at Q4 Results and Outlook
By Steven Fox
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February 2, 2021
We’ll Drink to That Acquisition
By Steven Fox
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February 2, 2021
A Range of Avenues to Success
By Steven Fox
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February 2, 2021
First Look at Q4 Results and Outlook
By Steven Fox
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February 2, 2021
Takes Another Step Towards Advertising Potential
By Steven Fox
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February 2, 2021
Some Q4 Earnings Preview Thoughts
By Steven Fox
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February 1, 2021
Reiterate Outperform Ahead of Q4 Results and Outlook
By Steven Fox
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February 1, 2021
Otonomo SPAC Plans Highlight Long Term Value of Vehicle Data
By Steven Fox
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February 1, 2021
Expect Q4 Beat with Complicated Outlook
By Steven Fox
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January 29, 2021
Leading Retail Position Drives EPS Beat
By Steven Fox
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January 28, 2021
First Look at FQ2 (Dec) Results and Outlook
By Steven Fox
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January 28, 2021
Rides Auto Recovery Wave
By Steven Fox
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January 28, 2021
Formalizes Plans with Republic Services
By Steven Fox
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