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Mobileye Global Inc. (MBLY)
Nextracker Inc. (NXT)
Ouster (OUST)
Polestar Automotive (PSNY)
Proterra, Inc. (PTRA)
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Tritium DCFC (DCFC)
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Electronics Manufacturing Services
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Amkor Technology, Inc. (AMKR)
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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 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
Read More >>
July 27, 2020
Bump Up Price Target Before FQ1 Results
By Steven Fox
Read More >>
July 27, 2020
Adjusting Model for Better VMW Thinking
By Steven Fox
Read More >>
July 27, 2020
Some Earnings Preview Thoughts
By Steven Fox
Read More >>
July 27, 2020
Some EPS Upside Likely Ahead
By Steven Fox
Read More >>
July 27, 2020
Earnings Preview Thoughts
By Steven Fox
Read More >>
July 24, 2020
What is an Active User Worth?
By Steven Fox
Read More >>
July 23, 2020
Big Upside Led by Semi-Cap Programs
By Steven Fox
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July 23, 2020
Gorilla Swings to a Higher Branch
By Steven Fox
Read More >>
July 22, 2020
Looking for a Positive Start to “Makeover”
By Steven Fox
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July 22, 2020
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 22, 2020
Expect a Technology Led Recovery
By Steven Fox
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July 22, 2020
First Look at Q2 Results and Outlook
By Steven Fox
Read More >>
July 22, 2020
EPS Recovery Accelerates
By Steven Fox
Read More >>
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