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 11, 2024
CLS: Moves Further on Its 800G Roadmap
This morning, Celestica (CLS; $62.92; O/P) announced the launch of its latest 800G data center switch that expands on its Hardware Platform Solutions (HPS) portfolio, which represents the company’s higher margin Original Design Manufacturing (ODM)…
October 10, 2024
Looking For More Cyclical Positives Than Negatives
We think the upcoming CQ3 EPS season for the technology supply chain can generally keep alive expectations for a broadening cyclical demand recovery in coming quarters, albeit one that may build less dramatically when compared…
October 8, 2024
APTV: Some Tech Roadmap Food For Thought
We assume Tesla’s (TSLA; $244.33; NR) robo-taxi launch on Thursday (10/10) raises questions around Aptiv’s (APTV; $69.62; E/W) ability to integrate cutting edge artificial intelligence (AI) into its advanced driver assistance systems (ADAS) as well…
October 8, 2024
HYZN: 200kW Fuel Cell Systems Hit SOP
This morning, Hyzon Motors (HYZN; $2.26) announced the start of production (SOP) of its single stack 200kW fuel cell system (FCS) at its manufacturing facility in Bolingbrook, IL, which is consistent with the company’s prior…
