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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
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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)
CoreWeave, Inc. (CRWV)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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All Reports
May 23, 2022
Reducing Estimates Ahead of FQ1 (Apr) Results
By Steven Fox
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May 19, 2022
Discontinuing Coverage
By Steven Fox
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May 19, 2022
Leverages Skill Sets Into New Healthcare Solution
By Steven Fox
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May 19, 2022
Expands FedEx Trials
By Steven Fox
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May 18, 2022
Some Dismal Car Registration Data from Europe
By Steven Fox
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May 18, 2022
Fox Tracks: Retail LCD TV Pricing Survey
By Steven Fox
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May 18, 2022
Fox Tracks: Retail Storage Pricing Survey
By Steven Fox
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May 17, 2022
Building Further on Platform Advantages
By Steven Fox
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May 17, 2022
More Support for the Swvl Business Model
By Steven Fox
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May 17, 2022
Pivots Away from Direct-to-Consumer Sales to Pull Forward Profits
By Steven Fox
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May 17, 2022
Supply Chain Goes to Extremes
By Steven Fox
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May 16, 2022
Looking for Supply Chain Light at the End of the Tunnel
By Steven Fox
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May 16, 2022
CEO Meetings at ACT Expo Highlight Advanced Positioning
By Steven Fox
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May 16, 2022
Makes a Strong Case for a Positive Re-Rating
By Steven Fox
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May 16, 2022
Pushing Its Tech Advantages at ACT Expo
By Steven Fox
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