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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 27, 2020
A Beat and Meet
By Steven Fox
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October 27, 2020
First Look at Q3 Results
By Steven Fox
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October 27, 2020
Delivers Healthy Q3 Beat
By Steven Fox
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October 26, 2020
Insight Keynote Highlights Software Advantages
By Steven Fox
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October 26, 2020
10-K Tidbits
By Steven Fox
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October 26, 2020
10-K Tidbits
By Steven Fox
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October 23, 2020
HDD Demand Generally Pointing Up
By Steven Fox
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October 23, 2020
The Nextracker Elephant in Next Week’s EPS Room
By Steven Fox
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October 23, 2020
Looking for a Beat and Raise
By Steven Fox
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October 23, 2020
Some ECS Risk to Consider Pre-Earnings
By Steven Fox
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October 22, 2020
Expect Healthy Q3 Results
By Steven Fox
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October 22, 2020
First Look at FQ1 (Sept) Results and Outlook
By Steven Fox
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October 22, 2020
How Good is Good Enough?
By Steven Fox
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October 22, 2020
Tesla Continues Anti-LiDAR Rant
By Steven Fox
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October 22, 2020
Raising Price Target Ahead of Earnings
By Steven Fox
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