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.
October 13, 2026
JBL: Takes the Next Step Towards a Major Opportunity in India
This morning, Jabil (JBL; $307.50; O/P) announced it signed a non-binding memorandum of understanding (MoU) with Adani Enterprises Limited (AEL) for the framework of a proposed 50:50 joint venture (JV) to manufacture and assemble AI-based…
October 13, 2026
MU: 10-K Tidbits
The shares of Micron (MU; $989.04; O/P) are down 9% in recent days, which we think mainly reflects heightened concerns around competition from China, specifically as it relates to CXMT (688825.SH; ¥48.34; NR), which just…
October 12, 2026
TTMI: Good News Taken the Wrong Way
The shares of TTM Technologies (TTMI; $108.00; O/P) are down 11% today after the company disclosed plans to invest another $400mm to expand its manufacturing capacity across four facilities in China and a key facility…
October 12, 2026
JBL: Guad Visit Highlights Expanding Competitive Advantages
We reiterate our Outperform and $400 target on the shares of Jabil (JBL; $306.28) after touring a portion of the company’s substantial footprint last Thursday (10/8) in Guadalajara, Mexico, well known as the “Silicon Valley…
