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ChargePoint Holdings, Inc. (CHPT)
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Hyzon Motors (HYZN)
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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)
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Celestica Inc. (CLS)
Flex (FLEX)
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Sanmina Corporation (SANM)
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Micron Technology (MU)
NetApp (NTAP)
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
July 29, 2020
Stabilizing Its Operations
By Steven Fox
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July 29, 2020
Solid Q2 Beat
By Steven Fox
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July 29, 2020
First Look at Q2 Results and Outlook
By Steven Fox
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July 28, 2020
First Look at FQ4 (Jun) Results and Outlook
By Steven Fox
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July 28, 2020
First Look at Q2 Results and Outlook
By Steven Fox
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July 28, 2020
Product Story Re-Accelerates
By Steven Fox
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July 28, 2020
First Look at Q2 Results and Outlook
By Steven Fox
Read More >>
July 27, 2020
Attractive Risk-Reward in Risky World
By Steven Fox
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July 27, 2020
Bump Up Price Target Before FQ1 Results
By Steven Fox
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July 27, 2020
Adjusting Model for Better VMW Thinking
By Steven Fox
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July 27, 2020
Some Earnings Preview Thoughts
By Steven Fox
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July 27, 2020
Some EPS Upside Likely Ahead
By Steven Fox
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July 27, 2020
Earnings Preview Thoughts
By Steven Fox
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July 24, 2020
What is an Active User Worth?
By Steven Fox
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July 23, 2020
Big Upside Led by Semi-Cap Programs
By Steven Fox
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