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.
October 26, 2026
Initial Supply Chain Read Through from Anthropic S-1
We took a first “look through” this morning’s S-1 filing from Anthropic PBC, which formalized the intention of this closely watched AI lab to IPO in coming weeks under the symbol ANT. From our technology…
October 26, 2026
More Mix Shift to BEVs in European Demand
Last week, the European Automotive Manufacturers Association released car registration data from Europe for the month of September, which highlighted a healthy seasonal post-summer bounce in vehicle demand that continued to be led by battery…
October 23, 2026
APH: The Best Port in a Tech Tape Storm
We reiterate our Outperform and $100 target on the shares of Amphenol (APH; $73.97; O/P) ahead of its Q3 print, scheduled for Wednesday (10/28 before market), since we expect a fairly broad “beat and raise”…
October 23, 2026
WDC: Tech Roadmap Drives More Pricing Power
We are raising our F2027/2028 (Jun) EPS from $20.00/$30.00 to $24.75/$38.75 for WD Corporation (WDC; $344.36; E/W) after the company produced a healthy “beat and raise”. Specifically, FQ1 (Sept) EPS of $4.64 comfortably exceeded our…
