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ChargePoint Holdings, Inc. (CHPT)
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Luminar Technologies, Inc. (LAZR)
Mobileye Global Inc. (MBLY)
Nextracker Inc. (NXT)
Ouster (OUST)
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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)
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Sanmina Corporation (SANM)
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Seagate Technology (STX)
Western Digital (WDC)
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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
May 12, 2021
Discontinuing Coverage
By Steven Fox
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May 12, 2021
A Miss from Array Raises Nextracker IPO Questions
By Steven Fox
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May 12, 2021
Some More Expansion Plans to Consider
By Steven Fox
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May 11, 2021
A Hydrogen Technology Carve Out for the De-Carbonization Moment
By Steven Fox
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May 11, 2021
A Sign of a Further Gorilla Glass Roadmap to Consider
By Steven Fox
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May 11, 2021
Q1 Results and Outlook Should At Least Live Up to Expectations
By Steven Fox
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May 10, 2021
Dell World Highlights Some Key Milestones
By Steven Fox
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May 7, 2021
Business Momentum Broadly Improves; Reiterate Outperform
By Steven Fox
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May 7, 2021
Demonstrates an Expanding Set of Cyclical Benefits
By Steven Fox
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May 7, 2021
A Bit of a Beat and Lower
By Steven Fox
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May 6, 2021
Q1 Beat Highlights Solid Path to Profitability
By Steven Fox
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May 6, 2021
More than Meets the Eye to Upside; Raise Rating to Outperform
By Steven Fox
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May 6, 2021
First Look at Q1 Results
By Steven Fox
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May 6, 2021
Big Beat and Raise on Big Month of March
By Steven Fox
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May 6, 2021
First Look at Q1 Results and Outlook
By Steven Fox
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