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Lyft (LYFT)
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Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
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Aeva, Inc. (AEVA)
Aptiv (APTV)
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
Industry Notes
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
Industry Notes
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 21, 2020
Looking for Signs of Normalization
By Steven Fox
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July 21, 2020
A Stock Due for Some Catch Up
By Steven Fox
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July 21, 2020
Recovery Debate Points to Consider
By Steven Fox
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July 20, 2020
Renews Google Maps Agreement
By Steven Fox
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July 20, 2020
New Healthcare Solutions Anecdotes
By Steven Fox
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July 20, 2020
A Peer Enterprise Cable Transaction to Consider
By Steven Fox
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July 17, 2020
Mapping Out Its HD Future
By Steven Fox
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July 17, 2020
June Quarter EPS Preview
By Steven Fox
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July 17, 2020
Poised for a Margin Snap Back
By Steven Fox
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July 16, 2020
Routing Out Public Transit Integration
By Steven Fox
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July 16, 2020
More Optionality Talk
By Steven Fox
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July 16, 2020
Not Better Together?
By Steven Fox
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July 16, 2020
Further Bounce in European Car Registrations
By Steven Fox
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July 15, 2020
Electric Vehicles and the Supply Chain
By Steven Fox
Read More >>
July 15, 2020
Looking for the North Star
By Steven Fox
Read More >>
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