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ChargePoint Holdings, Inc. (CHPT)
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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)
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Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Celestica Inc. (CLS)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
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
May 10, 2022
Some Initial Thoughts from ACT Expo
By Steven Fox
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May 9, 2022
Rolls Out New High-Capacity HDDs and SSDs
By Steven Fox
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May 9, 2022
Supply Chain Continues to Weigh on Growth
By Steven Fox
Read More >>
May 9, 2022
Making Progress on Multiple Fronts
By Steven Fox
Read More >>
May 9, 2022
Raising 2022E Forecasts Further
By Steven Fox
Read More >>
May 6, 2022
Delivers Healthy Top Line Upside
By Steven Fox
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May 6, 2022
Solid Execution and Supply Chain Uncertainties Continue
By Steven Fox
Read More >>
May 5, 2022
Produces Some More EPS Upside
By Steven Fox
Read More >>
May 5, 2022
First Look at Q1 Results and Outlook
By Steven Fox
Read More >>
May 5, 2022
First Look at Q1 Results and Outlook
By Steven Fox
Read More >>
May 5, 2022
Finding Its Pricing and Supply Chain Religion
By Steven Fox
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May 5, 2022
Making More Disciplined Progress
By Steven Fox
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May 5, 2022
First Look at Q1 Results and Outlook
By Steven Fox
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May 4, 2022
Still Hitting Its Marks
By Steven Fox
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May 4, 2022
First Look at Q1 Results and Outlook
By Steven Fox
Read More >>
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