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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
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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)
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)
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All Reports
August 3, 2021
Competitive Announcement Highlights Bird’s Advantaged Unit Economics
By Steven Fox
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August 2, 2021
Adds Another Customer Engagement
By Steven Fox
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August 2, 2021
Announces “Milestone” Dividend
By Steven Fox
Read More >>
August 2, 2021
Long Term Optimism vs. Short Term Headwinds to Consider into Earnings
By Steven Fox
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July 30, 2021
Slightly Above Consensus Thinking Looks Solid into Earnings
By Steven Fox
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July 29, 2021
Will a Beat and Raise Matter to the Stock?
By Steven Fox
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July 29, 2021
Announces Another Liquid Hydrogen Partnership
By Steven Fox
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July 29, 2021
First Look at FQ1 (Jun) Results and Outlook
By Steven Fox
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July 29, 2021
A Big Beat and Meet Leaves Stock Still Undervalued
By Steven Fox
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July 28, 2021
A Flowering Category Expansion Story
By Steven Fox
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July 28, 2021
Produces a Solid Beat and Meet
By Steven Fox
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July 28, 2021
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 28, 2021
Produces Another Solid Beat and Meet
By Steven Fox
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July 28, 2021
First Look at Q2 Results and Outlook
By Steven Fox
Read More >>
July 27, 2021
Looking for Positive Catalysts with EPS Call
By Steven Fox
Read More >>
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