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 10, 2026
UBER: A Bunch of Reasons to Buy on Weakness
We think the recent 10% decline in the shares of Uber Technologies (UBER; $72.64; O/P), most likely on renewed fears that the advent of robotaxis turns out to be detrimental to the company’s long-term growth…
September 10, 2026
LYFT: CFO Retires
Lyft (LYFT; $14.90; E/W) negatively surprised the Street yesterday with news that CFO Erin Brewer plans to retire effective September 28th, 2026. In our view, Ms. Brewer, who has been with the company as CFO…
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…
