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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
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)
Celestica Inc. (CLS)
Fabrinet (FN)
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)
Vertiv Holdings (VRT)
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Company Notes
June 25, 2021
Buying Opportunity Ahead of FQ3 Results
By Steven Fox
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June 25, 2021
CFO Fireside Chat Highlights Confidence in Profitable Roadmap
By Steven Fox
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June 24, 2021
Fireside Chat Further Highlights Focus on Custom Class 3-7 Vehicles
By Steven Fox
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June 24, 2021
Raise Rating to Outperform on Further Commercial Advancements
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Expanding Set of Growth Drivers
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Focused Technology Roadmap
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Underappreciated Auto Business
By Steven Fox
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June 24, 2021
Fireside Chatting on Tritium’s Fast Charging Technology Roadmap
By Steven Fox
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June 24, 2021
Enhancing Merchant Services
By Steven Fox
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June 23, 2021
Adds to Cloud Capabilities
By Steven Fox
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June 23, 2021
Discloses Further LCD Glass Price Increases
By Steven Fox
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June 21, 2021
LCD Demand Hand Wringing Overdone
By Steven Fox
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June 21, 2021
Recent Announcements Highlight Focus on the Edge
By Steven Fox
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June 21, 2021
Expands Category Reach Further
By Steven Fox
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June 18, 2021
Plant Visit Highlights Differentiated Business Model
By Steven Fox
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