Industry Notes

The shares of Lyft (LYFT; $20.46; O/P) and Uber Technologies (UBER; $84.37; E/W) continue to be “whipsawed”, both up and down in our view, by the latest news on the autonomous rideshare front. Specifically, we…

We think yesterday’s keynote from Amazon’s (AMZN; $232.38; NR) AWS CEO Matt Garman at the company’s re: Invent user conference further highlighted what we believe to be a wealth of new and more complex program…

We checked retail channel prices on “Cyber Monday” (12/1) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested average HDD retail prices…

On “Cyber Monday” (12/1), we checked prices on a range of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models from LG, Samsung and Vizio by pulling publicly available prices from…

We believe recent news flow highlights how investment drivers across the electronics manufacturing services (EMS) industry should prove increasingly dynamic next year. To that end, we point to the recent announcement of a new partnership…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of October, which was basically in line with MoM seasonal patterns, albeit with some positive battery electric vehicle…

Earlier this week, we spent a day in St. Louis at the SC25 conference where we sat in on a few presentations, walked the trade show floor, and spoke with various managers from leading power…

Our latest look at aggregate inventories up and down the supply chain after CQ3 EPS season suggested another quarter of general improvements. Specifically, our survey across OEMs, component makers, electronics manufacturing service (EMS) providers and…

Last week, the European Automobile Manufacturers Association released car registration data from the region for the month of September, which was somewhat above its usually healthy MoM seasonal patterns. Specifically, European vehicle registrations, which represents…

Our trip last week to San Jose, CA for the Open Compute Project (OCP) Global Summit highlighted a range of company specific takeaways, as per our prior notes in recent days, but also bigger picture…

The stocks of the companies in our tech supply chain coverage have rallied 32% on average since the end of June, or 26% ex-Sandisk, bringing average YTD performance to up 62% (+58% ex-SNDK), ahead of…

Yesterday (9/25), the European Automobile Manufacturers Association released car registration data from the region for the month of August, which were basically in line with seasonal averages and included some more positive battery electric vehicle…

Earlier today, Alphabet’s (GOOGL; $247.14; NR) Waymo announced the launch of Waymo for Business, which is aimed at providing autonomous rides for business travelers and large groups (e.g., college students, event organizers). We think this…

Last week, we traveled to the RE+ 2025 conference in Las Vegas, along with 40K+ other attendees, where we sat in on industry talks, walked the trade show floor and spoke with managers representing solar…

We think recent news flow over the past few weeks is likely proving encouraging for long term investors looking for signs that autonomous commercial activity is picking up steam on the rideshare and delivery front….