All Reports

May 19, 2021

Vehicle Demand Indicators in a Supply Constrained World

By Steven Fox

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May 18, 2021

A Transitory Q1; Stick with Outperform

By Steven Fox

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May 18, 2021

S-4 Tidbits

By Steven Fox

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May 14, 2021

Still Waiting on Battery Cell Supply to Fulfill Robust Backlog

By Steven Fox

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May 14, 2021

Fears of a Delivery Cliff Looking Overblown

By Steven Fox

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May 13, 2021

An Extremely De-Risked Valuation

By Steven Fox

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May 13, 2021

First Look at Q1 Results and Outlook

By Steven Fox

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May 13, 2021

Inventory Snapshot Highlights Escalating Supply Constraints

By Steven Fox

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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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