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Lyft (LYFT)
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Swvl Holdings (SWVL)
Uber Technologies (UBER)
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Aeva, Inc. (AEVA)
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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
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Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Celestica Inc. (CLS)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
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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)
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All Reports
October 26, 2021
Puts and Takes to Consider Ahead of FQ1 Results and Outlook
By Steven Fox
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October 26, 2021
First Look at Q3 Results and Outlook
By Steven Fox
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October 26, 2021
Mining Deeper into a Massive TAM
By Steven Fox
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October 26, 2021
First Look at Q3 Results and Outlook
By Steven Fox
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October 25, 2021
More Proving Points for New HDD Dynamics
By Steven Fox
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October 25, 2021
More Evidence of Hyzon’s Heavy-Duty Lead
By Steven Fox
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October 25, 2021
Favorable Risk-Reward into Earnings
By Steven Fox
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October 25, 2021
Announces CFO Transition
By Steven Fox
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October 25, 2021
Some HD Mapping Takeaways from Industry Conference
By Steven Fox
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October 22, 2021
Caution Advised into September Quarter Results
By Steven Fox
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October 22, 2021
First Look at FQ1 (Sept) Results and Outlook
By Steven Fox
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October 22, 2021
Some EPS Risk to Consider in an Under Rewarded Stock Price
By Steven Fox
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October 22, 2021
Looking for A Confidence Building Quarter
By Steven Fox
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October 21, 2021
Insight Emphasizes Speed as the New Scale
By Steven Fox
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October 21, 2021
More on E-Bike Roll-Out
By Steven Fox
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