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Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
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
Industry Notes
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
May 12, 2020
Uber Talks at Shared Mobility Summit
By Steven Fox
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May 11, 2020
New Mid-Range Storage Officially Hits the Streets
By Steven Fox
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May 11, 2020
More of Big Tech Moovit Into Vehicle Ecosystem
By Steven Fox
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May 8, 2020
Demonstrates the Sustainable Nature of Its Business Portfolio
By Steven Fox
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May 8, 2020
Extra COVID-19 Costs Camouflage Excellent Execution and Mix Story
By Steven Fox
Read More >>
May 8, 2020
Another Shoe Drops
By Steven Fox
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May 7, 2020
The Good, the Bad and the Ugly
By Steven Fox
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May 7, 2020
First Look at FQ4 (Mar) Results and Outlook
By Steven Fox
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May 7, 2020
First Look at Q1 Results and Outlook
By Steven Fox
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May 6, 2020
Announces Headcount Cuts Ahead of Q1 Results Tomorrow
By Steven Fox
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May 6, 2020
First Look at Q1 Results
By Steven Fox
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May 6, 2020
Q1 Earnings Preview Thoughts
By Steven Fox
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May 6, 2020
Solid Q1 Execution; Q2E Losses To Be Much Greater Than Our Below Consensus Thinking
By Steven Fox
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May 5, 2020
Q1 Results Should Present New Waves to Sail in the Middle of a Monsoon
By Steven Fox
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May 5, 2020
Q1 Earnings Preview Thoughts; How Bad Does It Get
By Steven Fox
Read More >>
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