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Industry Notes
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
July 27, 2020
Some Earnings Preview Thoughts
By Steven Fox
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July 27, 2020
Some EPS Upside Likely Ahead
By Steven Fox
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July 27, 2020
Earnings Preview Thoughts
By Steven Fox
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July 24, 2020
What is an Active User Worth?
By Steven Fox
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July 23, 2020
Big Upside Led by Semi-Cap Programs
By Steven Fox
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July 23, 2020
Gorilla Swings to a Higher Branch
By Steven Fox
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July 22, 2020
Looking for a Positive Start to “Makeover”
By Steven Fox
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July 22, 2020
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 22, 2020
Expect a Technology Led Recovery
By Steven Fox
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July 22, 2020
First Look at Q2 Results and Outlook
By Steven Fox
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July 22, 2020
EPS Recovery Accelerates
By Steven Fox
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July 21, 2020
Looking for Signs of Normalization
By Steven Fox
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July 21, 2020
A Stock Due for Some Catch Up
By Steven Fox
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July 21, 2020
Recovery Debate Points to Consider
By Steven Fox
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July 20, 2020
Renews Google Maps Agreement
By Steven Fox
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