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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)
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
April 30, 2020
Pulls Scooter Offering from Austin
By Steven Fox
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April 30, 2020
First Look at Q1 Results and Outlook
By Steven Fox
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April 29, 2020
Entering a Significant EPS Downturn
By Steven Fox
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April 29, 2020
In a Tough Spot
By Steven Fox
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April 29, 2020
First Look at Q1 Results
By Steven Fox
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April 29, 2020
Discloses Major Headcount and Salary Reductions
By Steven Fox
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April 29, 2020
Q1 Earnings Preview Thoughts
By Steven Fox
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April 28, 2020
Enterprise Storage Resiliency and Consumer Worries
By Steven Fox
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April 28, 2020
First Look at FQ2 (Mar) Results and Outlook
By Steven Fox
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April 28, 2020
Sloppy Financials But Still Well Oversold; Healthy Optionality Story Remains
By Steven Fox
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April 28, 2020
First Look at Q1 Results
By Steven Fox
Read More >>
April 28, 2020
High Uncertainty Remains Despite Some Better FQ3 (Mar) Sales
By Steven Fox
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April 27, 2020
Q1 Earnings Preview Thoughts
By Steven Fox
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April 27, 2020
Some More Positive DRAM Thoughts
By Steven Fox
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April 27, 2020
First Look at FQ3 (Mar) Results and Outlook
By Steven Fox
Read More >>
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