Coverage universe includes: Amphenol, Belden, CommScope, Corning, Sensata, TE Connectivity, Flex, Jabil, Plexus
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April 6, 2020 – A Glass Act; Initiate with Outperform – Corning (GLW)
July 23, 2020 – Gorilla Swings to a Higher Branch – Corning (GLW)
Coverage universe includes: Dell, Micron, NetApp, Seagate, Western Digital
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April 6, 2020 – Driving the Long Tail of HDDs; Initiate with Outperform – Seagate Technology (STX)
August 11, 2020 – CFO Highlights a Half Full Glass – Seagate Technology (STX)
Coverage universe includes: Aptiv, Aurora Innovation, Bird Global, ChargePoint, DoorDash, Faraday Future, Hyzon Motors, Lightning e-Motors, Lyft, Proterra, Swvl, Tritium, Uber, Xos
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June 12, 2020 – Not Biting on All the Eats Negativity – Uber Technologies (UBER)
