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 28, 2026
DELL: A Bell Weather Report Coming Up
We think investor optimism is high around the shares of Dell Technologies (DELL; $461.22; E/W) into its FQ2 (July) results and guidance, which are due on Tuesday (9/1 after market). Of course, the main reason…
August 27, 2026
SNDK: Technology Roadmap Argues Against Over Supply Concerns
The shares of Sandisk (SNDK; $1,484.95; O/P) continued their recent market lagging performance today despite some more positive data points for the business last night out of NVIDIA (NVDA; $226.71; NR). From our perspective, the…
August 27, 2026
UBER: More Support for Delivery Hero Deal
We think this morning’s news on and around Uber Technologies’ (UBER; $76.82 O/P) plans to acquire Delivery Hero (DHER.GY; €37.05; NR) represents another positive for investors willing to consider the benefits of this transaction, which…
August 26, 2026
BHE: Semi-Cap Story Overlooked in Recent Stock Price Decline
We believe the recent 25%+ decline in the shares of Benchmark Electronics (BHE; $72.63; O/P), which has occurred over just the past two months, proves overdone in coming months, if only for the ongoing upside…
