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Electrification and Vehicle Technology
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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
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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 6, 2021
Placing Another Iron in the Hydrogen Commercialization Fire
By Steven Fox
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July 6, 2021
More Commercial Activity to Consider
By Steven Fox
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July 6, 2021
Some New “Optionality” in India to Consider
By Steven Fox
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July 6, 2021
More Investments Aimed at Charging Infrastructure
By Steven Fox
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July 1, 2021
More Evidence of Healthy DRAM and NAND Dynamics
By Steven Fox
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June 29, 2021
Making a Strong High Voltage Case
By Steven Fox
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June 28, 2021
10-K Tidbits
By Steven Fox
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June 25, 2021
Buying Opportunity Ahead of FQ3 Results
By Steven Fox
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June 25, 2021
CFO Fireside Chat Highlights Confidence in Profitable Roadmap
By Steven Fox
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June 25, 2021
Our Fireside Chat with Electric Last Mile
By Steven Fox
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June 24, 2021
Fireside Chat Further Highlights Focus on Custom Class 3-7 Vehicles
By Steven Fox
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June 24, 2021
Raise Rating to Outperform on Further Commercial Advancements
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Expanding Set of Growth Drivers
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Focused Technology Roadmap
By Steven Fox
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June 24, 2021
Fireside Chat Highlights Underappreciated Auto Business
By Steven Fox
Read More >>
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