Free resources
FOX Capital's investment methodology, the map of the AI boom and the memory supercycle report, to read in full on the site.
The Memory Supercycle: the most profitable companies in the world in 2027
Samsung, SK Hynix and Micron projected as #1, #3 and #7 in global earnings 2027 — trading at forward P/E of 5x to 13x. HBM as the AI bottleneck, long-term contracts and the most extreme valuation anomaly in semiconductors in decades.
The complete map of the AI boom and its key players
Semiconductor ecosystem, AI bottlenecks and investment opportunities. ASML, TSMC, NVIDIA, Micron, hyperscalers and insights from Elon Musk and Jensen Huang on growth limits.
Fox Capital: Introduction and investment methodology
Our analysis methodology: horizontal and vertical company analysis, valuation ratios, ROCE, earnings yield, technical analysis and the qualitative factors that drive the value of a stock.
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