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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
April 20, 2020
Looking for Some Safety in Diversity and Execution
By Steven Fox
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April 17, 2020
Some Rural Broadband Spending Food for Thought
By Steven Fox
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April 13, 2020
Some Incremental Positives from Nanya Q1 Results to Consider
By Steven Fox
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April 13, 2020
Searching for a Bottom at Rock Bottom Valuations; Initiate with Equal-Weight
By Steven Fox
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April 13, 2020
Cash Flows to Weather the Storm; Initiate with Equal-Weight
By Steven Fox
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April 9, 2020
Re-organizing to Further Attack Core Market Opportunities
By Steven Fox
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April 9, 2020
Highlights from CommScope’s Digital Forum
By Steven Fox
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April 6, 2020
Initial Opinion
By Steven Fox
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April 6, 2020
Initial Opinion
By Steven Fox
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April 6, 2020
Initial Opinion
By Steven Fox
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April 6, 2020
A High-Quality Name Stuck in Low-Quality Times; Initiate with Equal-Weight
By Steven Fox
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April 6, 2020
Sensing an Expanded Content Story; Initiate with Equal-Weight
By Steven Fox
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April 6, 2020
Building a Higher Value Story; Initiate with Outperform
By Steven Fox
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April 6, 2020
A Glass Act; Initiate with Outperform
By Steven Fox
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April 6, 2020
Biggest of the Big Data Plays; Initiate with Equal-Weight
By Steven Fox
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