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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)
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Steven Fox
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Reducing Rating to Equal-Weight
21 hours ago
in:
Company Notes
no comments
JBL: Should Prove Hardened for Current Macro Questions
1 day ago
in:
Company Notes
no comments
MU: Lowering Estimates for Recent CFO Warnings
2 days ago
in:
Company Notes
no comments
GLW: Some More Interesting Solar News
6 days ago
in:
Company Notes
no comments
UBER: Adds an Important Grocery Partner
6 days ago
in:
Company Notes
no comments
JBL: Adding Capacity in India to Meet Optical Demand
7 days ago
in:
Company Notes
no comments
FN: More For the Growth Diversification Story
1 week ago
in:
Company Notes
no comments
UBER: Officially Launches with Waymo in Austin
1 week ago
in:
Company Notes
no comments
CLS: Another Emerging Buying Opportunity
1 week ago
in:
Company Notes
no comments
DELL: Checking More Than Enough Growth Boxes
2 weeks ago
in:
Company Notes
no comments
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