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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)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
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Dell Technologies (DELL)
Micron Technology (MU)
NetApp (NTAP)
Seagate Technology (STX)
Western Digital (WDC)
Technology Supply Chain
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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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APH: Healthy Q1 Beat with Some AI Momentum to Boot
13 hours ago
in:
Company Notes
no comments
TEL: Currencies and Taxes Hide Generally Improving Trends
14 hours ago
in:
Company Notes
no comments
PLXS: First Look at FQ2 (Mar) Results and Outlook
15 hours ago
in:
Company Notes
no comments
APH: First Look at Q1 Results and Outlook
24 hours ago
in:
Company Notes
no comments
STX: Sticking to Supply Plan as HDD Demand Improves Some More
1 day ago
in:
Company Notes
no comments
TEL: First Look at FQ2 (Mar) Results and Outlook
1 day ago
in:
Company Notes
no comments
STX: First Look at FQ3 (Mar) Results and Outlook
2 days ago
in:
Company Notes
no comments
CART: Amazon Raises Competitive Bar
2 days ago
in:
Company Notes
no comments
HYZN: More Optionality Evidence
2 days ago
in:
Company Notes
no comments
APTV: Wondering What We Don’t Know
3 days ago
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Company Notes
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