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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
November 9, 2020
Valor Glass Moves Closer to Reality; Raise Price Target
By Steven Fox
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November 9, 2020
More Solar Tracker Sunshine?
By Steven Fox
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November 6, 2020
Demonstrates Further Network Resiliency and Growth
By Steven Fox
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November 6, 2020
A Top Line Miss Now Expected?
By Steven Fox
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November 5, 2020
First Look at Q3 Results
By Steven Fox
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November 5, 2020
FQ3 Sales on Target; More Executive Changes
By Steven Fox
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November 5, 2020
CEO Meetings Highlight Best in Class Focus
By Steven Fox
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November 5, 2020
First Look at Q3 Results
By Steven Fox
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November 5, 2020
Finding Some Terra Firma
By Steven Fox
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November 3, 2020
A Range of Possible Outcomes to Consider
By Steven Fox
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November 3, 2020
Q3 Results Should Prove Encouraging
By Steven Fox
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November 2, 2020
Now Partnering with Daimler Trucking
By Steven Fox
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November 2, 2020
On Steadier Ground
By Steven Fox
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November 2, 2020
Solid Beat and Raise
By Steven Fox
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November 2, 2020
Motional Adds a Rideshare Partner
By Steven Fox
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