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 14, 2026
FN: Moving Pieces to Consider into FQ4 Print
We would approach Fabrinet’s (FN; $566.49; E/W) upcoming FQ4 (Jun) results and guidance, scheduled for Monday (8/17 after market), with a reasonable degree of caution since we still see near-term limitations on its growth trajectory….
August 12, 2026
Our Latest Inventory Study Further Highlights Supply Chain Tightness
Our latest look at aggregate inventories up and down the technology supply chain on the heels of CQ2 EPS season highlighted what we still think is a tightening supply chain environment, likely well into 2027E….
August 10, 2026
WDC: Getting More Out of Its Mix
We are raising our F2027E (Jun) EPS on WD Corporation (WDC; $443.26; E/W) from $15.70 to $20 (up ~2X from $10.19 in F2026) and initiating F2028E EPS at $30 after the company produced another healthy…
August 10, 2026
SNDK: Reaches Cruising Altitude for Durable Growth
The shares of Sandisk (SNDK; $1,212.21; O/P) are down 47% from an all-time high just reached on 6/30, including a 10% retreat since reporting an FQ4 (Jun) “beat and raise” last Wednesday (8/5 after market)…
