About
All Reports
Delivery and Rideshare Networks
Industry Notes
Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
Industry Notes
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)
Fabrinet (FN)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
Industry Notes
Dell Technologies (DELL)
Micron Technology (MU)
NetApp (NTAP)
SanDisk Corp (SNDK)
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)
Vertiv Holdings (VRT)
Company Models
Contact Us
Request Access
Login
All Reports
March 21, 2022
Beating Prior Gross Revenue Targets
By Steven Fox
Read More >>
March 21, 2022
More Gas on the Driver Supply Fire?
By Steven Fox
Read More >>
March 21, 2022
Scenes from an EV Charging Conference
By Steven Fox
Read More >>
March 17, 2022
Making a Bigger Commitment in Argentina
By Steven Fox
Read More >>
March 17, 2022
Adding More Megatrend Insights
By Steven Fox
Read More >>
March 17, 2022
An Important Investor Day Ahead
By Steven Fox
Read More >>
March 17, 2022
Some February Vehicle Sales Data to Consider
By Steven Fox
Read More >>
March 16, 2022
More EPS Momentum
By Steven Fox
Read More >>
March 16, 2022
First Look at FQ2 (Feb) Results and Outlook
By Steven Fox
Read More >>
March 16, 2022
Stock Overreacts to Reset Bar
By Steven Fox
Read More >>
March 14, 2022
Some Pre-Earnings Flight Path Thoughts
By Steven Fox
Read More >>
March 14, 2022
More Supply Chain Troubles
By Steven Fox
Read More >>
March 14, 2022
Higher Gas Prices and Shared Networks
By Steven Fox
Read More >>
March 10, 2022
Adds to Mega Trend Portfolio
By Steven Fox
Read More >>
March 10, 2022
A Seriously De-Risked EPS Print Ahead
By Steven Fox
Read More >>
<<
1,
…
94,
95,
96,
97,
98,
…
174,
>>