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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
April 24, 2020
Expanding on an Interesting Freight Partnership
By Steven Fox
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April 24, 2020
FQ2 (Mar) Earnings Preview Thoughts
By Steven Fox
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April 23, 2020
Managing Mix Story Well
By Steven Fox
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April 23, 2020
Lots of COVID-19 Puts and Takes Likely to Consider with Q1 Results
By Steven Fox
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April 23, 2020
FQ3 (Mar) Earnings Preview Thoughts
By Steven Fox
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April 23, 2020
Distinguishing Cash Flows and Orders for the Tough Times
By Steven Fox
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April 22, 2020
First Look at FQ3 Results and Outlook
By Steven Fox
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April 22, 2020
Pulls Full Year Financial Guidance
By Steven Fox
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April 22, 2020
First Look at Q1 Results
By Steven Fox
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April 21, 2020
A Healthy Cloud Demand Backstop
By Steven Fox
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April 21, 2020
Enters into Five-Year U.S. Government Contract
By Steven Fox
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April 20, 2020
Expands Channel Support Activities
By Steven Fox
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April 20, 2020
Network Platform Offers Attractive Optionality; Initiate with Outperform
By Steven Fox
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April 20, 2020
Another “Optionality” Example
By Steven Fox
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April 20, 2020
An Especially Foggy Bottom; Initiate with Equal-Weight
By Steven Fox
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