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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
October 30, 2020
Big Beat and Raise; Addresses Nextracker Speculation
By Steven Fox
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October 30, 2020
Pulling Itself Out of a Big Hole
By Steven Fox
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October 29, 2020
Basically As Expected Results and Outlook
By Steven Fox
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October 29, 2020
First Look at Q3 Results
By Steven Fox
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October 29, 2020
Demonstrates Operating Leverage
By Steven Fox
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October 29, 2020
First Look at FQ2 (Sept) Results and Outlook
By Steven Fox
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October 29, 2020
First Look at Q3 Results and Outlook
By Steven Fox
Read More >>
October 29, 2020
First Look at Q3 Results and Outlook
By Steven Fox
Read More >>
October 28, 2020
First Look at FQ1 (Sept) Results and Outlook
By Steven Fox
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October 28, 2020
First Look at FQ4 (Sept) Results and Outlook
By Steven Fox
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October 28, 2020
As Good as It Gets for a While?
By Steven Fox
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October 28, 2020
First Look at FQ4 (Sept) Results and Outlook
By Steven Fox
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October 28, 2020
First Look at Q3 Results and Outlook
By Steven Fox
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October 28, 2020
A Genuinely Mixed Bag
By Steven Fox
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October 27, 2020
First Look at Q3 Results and Outlook
By Steven Fox
Read More >>
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