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.
August 27, 2026
SNDK: Technology Roadmap Argues Against Over Supply Concerns
The shares of Sandisk (SNDK; $1,484.95; O/P) continued their recent market lagging performance today despite some more positive data points for the business last night out of NVIDIA (NVDA; $226.71; NR). From our perspective, the…
August 27, 2026
UBER: More Support for Delivery Hero Deal
We think this morning’s news on and around Uber Technologies’ (UBER; $76.82 O/P) plans to acquire Delivery Hero (DHER.GY; €37.05; NR) represents another positive for investors willing to consider the benefits of this transaction, which…
August 26, 2026
BHE: Semi-Cap Story Overlooked in Recent Stock Price Decline
We believe the recent 25%+ decline in the shares of Benchmark Electronics (BHE; $72.63; O/P), which has occurred over just the past two months, proves overdone in coming months, if only for the ongoing upside…
August 26, 2026
One Tough Summer for EMS Stocks
The shares of the electronics manufacturing services (EMS) companies we follow have had a “tough summer” that has run in the face of robust “beat and raises” and a range of asymmetric business and capital…
