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.
September 9, 2026
AMKR: Phase 2 Plans in Arizona Move Beyond Site Preparation
Last night, Amkor Technology (AMKR; $50.72; E/W) announced that it was proceeding with the construction of Phase 2 of its advanced packaging and test campus in Arizona. Most importantly, management disclosed that its customer commitments…
September 9, 2026
SANM: Stock Still Looks Way Oversold to Us
We think a presentation at an investor conference yesterday from the CFO of Advanced Micro Devices (AMD; $507.25; NR) further suggested to us that the shares of Sanmina (SANM; $205.41; O/P) remain well undervalued. We…
September 8, 2026
GLW: Adds Another Optical Supply Agreement
This morning, Corning (GLW; $168.48; E/W) announced that it has extended on a prior set of long-standing supply agreements with Verizon (VZ; $50.10; NR) through what is being described as a “multi-billion-dollar agreement for 80+…
September 4, 2026
NTAP: Much More Cyclical Confidence
We are raising our F2027/2028E (Apr) EPS from $9.00/$9.90 to $10.00/$10.90 for NetApp (NTAP; $185.38; E/W) after the company’s FQ1 (July) EPS handily beat Street expectations and the company raised its F2027E EPS outlook, albeit…
