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.
July 29, 2026
SANM: Proceeding to Plan and Way Oversold
The shares of Sanmina (SANM; $172.43; O/P) plunged 17% yesterday on the heels of what we think was a highly encouraging FQ3 (Jun) “beat and raise”. In fact, the stock is now down 39% from…
July 24, 2026
FLEX: Looking for an Encouraging FQ1 Print on Multiple Fronts
We reiterate our Outperform on the shares of Flex (FLEX; $120.20) ahead of its FQ1 (Jun) results and guidance, scheduled for Wednesday (7/29 before market). Admittedly, Flex has proven especially conservative when it comes to…
July 24, 2026
AMKR: Expands Relationship with NVIDIA
Last night, Amkor Technology (AMKR; $65.33; E/W) announced a multi-year strategic partnership with NVIDIA (NVDA; $208.76; NR) that further supports the first phase of its much-discussed Arizona campus construction, which comes with a total “price…
July 24, 2026
Some More Bullish AMD News Flow to Consider for SANM
We think news yesterday out of Advanced Micro Devices’ (AMD; $539.69; NR) Advancing AI 2026 Conference proves very bullish for the accelerated compute market prospects for Sanmina (SANM; $218.56; O/P), possibly as soon as Monday…
