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 5, 2026
VRT: It’s Becoming More of a Project Scale Thing
Earlier this week, Vertiv (VRT; $243.64; E/W) announced it was collaborating with Generate Capital, a sustainable energy investment platform, to offer “Bring Your Own Power & Cooling” solutions to U.S. data center operators. We think…
March 4, 2026
TEL: No Time for Fiber Fear; Reiterate Outperform
We see the 16% plunge since February 25th in the shares of TE Connectivity (TEL; $204.31; O/P) as a major buying opportunity for investors with 3–9-month time horizons, even after considering general stock market volatility…
March 3, 2026
GLW: A New Drop in the Gorilla Glass Bucket
Yesterday, Corning (GLW; $157.79; E/W) announced the launch of Gorilla Glass Ceramic 3, which the company described as the “toughest ceramic cover material that the company has ever developed. We think this announcement, which management…
March 2, 2026
FLEX: Adding to F2027 (Mar) Growth Potential
This morning, Flex (FLEX; $64.12; O/P) announced it was expanding on a strategic collaboration with Advanced Micro Devices (AMD; $197.08; NR) to manufacture the complete AMD Instinct platform in the United States. Flex noted that…
