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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
August 1, 2022
Adds Another Commercial Trucking Pilot Program
By Steven Fox
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July 28, 2022
Markets Holding Up Well
By Steven Fox
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July 28, 2022
Showing Right Market Mix for Macro
By Steven Fox
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July 28, 2022
Holding Together Very Well
By Steven Fox
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July 28, 2022
Seeing Limited Macro Concerns
By Steven Fox
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July 27, 2022
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 27, 2022
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 27, 2022
First Look at FQ1 (Jun) Results and Outlook
By Steven Fox
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July 27, 2022
Announces an Interesting CFO Transition
By Steven Fox
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July 27, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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July 26, 2022
More Market De-Risking as Long-Term Story Gains Stature
By Steven Fox
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July 26, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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July 26, 2022
Showing More Ways to Succeed Than Fail in Tough Markets
By Steven Fox
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July 26, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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July 25, 2022
Looking for Demonstrable Proof of Increased EBITDA Focus
By Steven Fox
Read More >>
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