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 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…
March 23, 2026
Liquid Cooling Deal Highlights EMS Existing Opportunities
On Friday (3/20), Ecolab (ECL; $132.74; NR) announced plans to acquire CoolIT Systems, a liquid cooling technology business focused entirely on data center applications, for $4.75B from KKR. From our seat, this transaction highlights how…
