Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
March 26, 2026
UBER: Announces Robotaxi Launch in Europe
This morning, Uber Technologies (UBER; $72.15; E/W) announced yet another autonomous driving partnership that we think highlights the company’s global scale and network advantages. Specifically, Uber is entering a strategic partnership with Pony AI (PONY;…
March 25, 2026
SNDK: Fortifies Supply Chain; Reiterate Outperform
This morning, SanDisk (SNDK; $655.00; O/P) entered into a private placement agreement with Nanya Technology (2408.TW; NT$226.50; NR) in which it agreed to purchase ~139mm shares of Nanya common stock for ~$1B based on ~15%…
March 25, 2026
MBLY: Has the Knife Totally Fallen?
On Monday morning (3/23), Mobileye (MBLY; $7.12; E/W) announced that a leading U.S. automaker plans to integrate its Driver Monitoring System (DMS) into future vehicles equipped with its EyeQ6L system-on-chip (SoC). Importantly, this win, which…
March 24, 2026
VRT: More Support for Growth Track
This morning, Vertiv (VRT; $269.45; E/W) announced an interesting acquisition along with updates on its expansion plans, which all should add confidence to the idea that the company is positioning itself to more than keep…
