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 20, 2026
UBER: Life in the Fast Physical AI Lane
The news flow over the past couple of weeks from Uber Technologies (UBER; $78.81; O/P) adds to our belief that the stock can work much better over the next 12 months than it has over…
August 19, 2026
FN: Stock Misses the Diversification Point; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform on the shares of Fabrinet (FN; $482.59) after its healthy FQ4 (Jun) “beat and raise” that was quickly dismissed by investors for ongoing weakness in datacom…
August 18, 2026
TTMI: Adds to Healthy A&D Growth Prospects
Yesterday, TTM Technologies (TTMI; $140.98; O/P) announced a definitive agreement to acquire EPIQ Design Solutions for $1.1B in cash in a transaction that further expands on its technical capabilities for higher margin aerospace & defense…
August 17, 2026
SNDK: Makes a Strong Case for a Risk/Reward Recalibration; Reiterate Outperform
We reiterate our Outperform and reset our target to $2,200 on the shares of Sandisk (SNDK; $1,641.11) after attending its Investor Day last Thursday (8/13) in New York. The meeting highlighted how CEO David Goeckeler…
