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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
May 2, 2022
Discloses GAAP Accounting Error
By Steven Fox
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May 2, 2022
Some Dell World Day One Highlights
By Steven Fox
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April 29, 2022
Making Some Progress
By Steven Fox
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April 29, 2022
As Cheap as It Gets; Raise Rating to Outperform
By Steven Fox
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April 29, 2022
Delivers Upside Despite Ongoing Supply Chain Challenges
By Steven Fox
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April 28, 2022
Raging Bulls?
By Steven Fox
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April 28, 2022
Announces a Major Move into the U.K.
By Steven Fox
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April 27, 2022
First Look at FQ2 (Mar) Results and Outlook
By Steven Fox
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April 27, 2022
First Look at FQ3 (Mar) Results and Outlook
By Steven Fox
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April 27, 2022
First Look at FQ2 (Mar) Results and Outlook
By Steven Fox
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April 27, 2022
More Sales Upside with Ongoing Cost Challenges
By Steven Fox
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April 27, 2022
First Look at Q1 Results and Outlook
By Steven Fox
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April 26, 2022
Reiterates 2022E Guide That Already Saved for a Rainy Quarter
By Steven Fox
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April 26, 2022
First Look at Q1 Results and Outlook
By Steven Fox
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April 26, 2022
Flexing Its Pricing and Content Muscles
By Steven Fox
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