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Uber Technologies (UBER)
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
June 15, 2021
Announces Interesting U.S. Partnership
By Steven Fox
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June 15, 2021
A “Pure Play” on Fast Charging Coming to Market
By Steven Fox
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June 11, 2021
Adds to Buyback Authorization
By Steven Fox
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June 11, 2021
A Rising Autonomous Sense of Urgency
By Steven Fox
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June 10, 2021
Follow-On Orders Provide Some Further Business Model Validation
By Steven Fox
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June 10, 2021
Raising Price Target Ahead of FQ3 (May) Results
By Steven Fox
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June 10, 2021
Raising Price Target on Broadband Trends
By Steven Fox
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June 9, 2021
Formally Enters Japan
By Steven Fox
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June 9, 2021
Fox Tracks: Retail Storage Pricing Survey
By Steven Fox
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June 8, 2021
Supply Discipline Reaching Important Inflection Point; Raise Target to $120
By Steven Fox
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June 8, 2021
Cut Estimates for Malaysia Workforce Restrictions and Stalled New Program
By Steven Fox
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June 8, 2021
Moving to Outperform Rating and $15 Target
By Steven Fox
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June 8, 2021
Fox Tracks: Retail LCD TV Pricing Survey
By Steven Fox
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June 7, 2021
A Positive Update to Consider
By Steven Fox
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June 7, 2021
Some More Auto Display Thoughts
By Steven Fox
Read More >>
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