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.
April 14, 2026
A Tricky EPS Season on the Horizon
We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…
April 10, 2026
MBLY: Volkswagen Hands Free Tests Moves to Next Stage
We think this week’s news that Volkswagen’s (VOW.DE; €91.45; NR) MOIA America and Uber Technologies (UBER; $71.81; E/W) are starting on-road autonomous validation of Volkswagen’s ID. Buzz vehicles is another supportive data point for Mobileye’s…
April 9, 2026
CART: Some More on the AMZN Competitive Front
This morning’s Shareholder Letter from Amazon’s (AMZN; $233.65; NR) CEO Andy Jassy, highlighted how the company continues to pursue multiple paths in pursuit of building out a full-fledged on-demand grocery delivery service, which we think…
April 9, 2026
Let Your EMS Winners Ride
We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…
