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ChargePoint Holdings, Inc. (CHPT)
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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
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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
March 10, 2022
A Seriously De-Risked EPS Print Ahead
By Steven Fox
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March 9, 2022
Some Incremental FQ3E (Mar) Headwinds
By Steven Fox
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March 9, 2022
Optical Trade Show Booth Highlights Higher Margin Skills
By Steven Fox
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March 9, 2022
OFC Highlights Best in Class Position
By Steven Fox
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March 9, 2022
OFC Booth Highlights Product Breadth
By Steven Fox
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March 8, 2022
Calls Out Further EBITDA Momentum
By Steven Fox
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March 8, 2022
More Signs Pointing to Forecast Upside
By Steven Fox
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March 7, 2022
Announces Partnership Aimed at Helping Driver Earnings
By Steven Fox
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March 3, 2022
NAND JV Back Online
By Steven Fox
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March 3, 2022
Even More Bullish Top Line Thinking
By Steven Fox
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March 3, 2022
Industry Consolidation News Furthers Our Investment Thesis
By Steven Fox
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March 2, 2022
Adding More Consumer Touch Points
By Steven Fox
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March 2, 2022
Clearing the Decks for Supply Chain Limitations
By Steven Fox
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March 2, 2022
Another CFO Change
By Steven Fox
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March 2, 2022
10-K Tidbits
By Steven Fox
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