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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
February 1, 2022
Delivers Better Than Expected Q4 Deliveries
By Steven Fox
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February 1, 2022
First Look at Q4 Results and Outlook
By Steven Fox
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February 1, 2022
A Well Supported Outlook for Healthy 2022 EPS Growth
By Steven Fox
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January 31, 2022
Good Risk-Reward Into Earnings
By Steven Fox
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January 31, 2022
Buying Opportunity into Earnings
By Steven Fox
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January 31, 2022
More Arguments for Why the Stock is Well Oversold
By Steven Fox
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January 31, 2022
Lots of Question Marks into Earnings
By Steven Fox
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January 28, 2022
Supply Chain Problems Intensify; Reduce Rating to Equal-Weight
By Steven Fox
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January 28, 2022
A Positive Update to Consider
By Steven Fox
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January 28, 2022
Bump Up Estimates on Good Execution
By Steven Fox
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January 27, 2022
First Look at FQ2 (Dec) Results and Outlook
By Steven Fox
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January 27, 2022
Solid Beat with In-Line Guidance
By Steven Fox
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January 27, 2022
Fleshes Out Ongoing Supply Chain Problems
By Steven Fox
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January 27, 2022
Stepping Up Its Supply Chain Game
By Steven Fox
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January 27, 2022
Revenue Upside Overwhelms Cost Pressures
By Steven Fox
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