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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)
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)
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
June 10, 2021
Raising Price Target Ahead of FQ3 (May) Results
By Steven Fox
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June 10, 2021
Raising Price Target on Broadband Trends
By Steven Fox
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June 9, 2021
Formally Enters Japan
By Steven Fox
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June 8, 2021
Supply Discipline Reaching Important Inflection Point; Raise Target to $120
By Steven Fox
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June 8, 2021
Cut Estimates for Malaysia Workforce Restrictions and Stalled New Program
By Steven Fox
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June 8, 2021
Moving to Outperform Rating and $15 Target
By Steven Fox
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June 7, 2021
A Positive Update to Consider
By Steven Fox
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June 7, 2021
Some More Auto Display Thoughts
By Steven Fox
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June 3, 2021
Bump Up Price Target to $72 on Teach-In Insights
By Steven Fox
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June 3, 2021
Advancing Battery Management Opportunities
By Steven Fox
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June 3, 2021
Mix and Market Share Story Shines; Raise Price Target to $95
By Steven Fox
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June 3, 2021
Launches Next Gen E-Bike for the Last Mile
By Steven Fox
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June 2, 2021
First Look at FQ4 (Apr) Results and Outlook
By Steven Fox
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June 2, 2021
Adding to Revenue Confidence
By Steven Fox
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June 2, 2021
More Signs of an Extended Glass Sweet Spot
By Steven Fox
Read More >>
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