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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
July 27, 2021
Raising Estimates Despite Supply Chain Headwinds
By Steven Fox
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July 27, 2021
First Look at Q2 Results and Outlook
By Steven Fox
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July 27, 2021
Positioned Well to Reaffirm Plans to Turn Profitable in Q3E
By Steven Fox
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July 27, 2021
First Look at Q2 Results and Outlook
By Steven Fox
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July 27, 2021
Cost Pressures Obscure Healthy Top Line Story
By Steven Fox
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July 26, 2021
Poor Post-IPO Performance Ignores Positive News Flow
By Steven Fox
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July 26, 2021
Increasing Its Engineering Focus on Payments
By Steven Fox
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July 26, 2021
Industry M&A Highlights Aptiv’s Advantages
By Steven Fox
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July 23, 2021
Adds Big to Buyback
By Steven Fox
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July 23, 2021
Never Mind the Nextracker, Here Come the Earnings
By Steven Fox
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July 22, 2021
Significantly Enhances Freight Prospects
By Steven Fox
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July 22, 2021
More Moves on Grocery Delivery Front
By Steven Fox
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July 22, 2021
Back on Track
By Steven Fox
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July 22, 2021
More Gorilla Glass Options to Consider
By Steven Fox
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July 21, 2021
Expect More Order Momentum with More Inflation Wild Cards
By Steven Fox
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