NASDAQ

Flex LTD.

FLEX

4 stories

$34B Market cap · 2026-10-16

@aleabitoreddit Sep 30 1 click

Serenity on X

Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.

@valuedontlie Sep 20

Colin King on X

Imminent spin-off activity coming: • $CTVA → $VYLR set for Oct 1 • $MOD → $THRM (RMT) set for Oct 1 Behind that we have: • $KBR investor day Nov '26 → spin early '27 • $FLEX investor day Nov '26 → spin early '27 • $GPC investor day Dec '26 → spin early '27

@ACapitalLP Sep 6 3 clicks

A Capital on X

$FLEX pre-spin interesting in $100-$105 range.

@ActAccordingly Jun 24 1 click

PAA Research on X

If you're wondering just how unusual this year has been, here's yet another way to look at it. TWENTY THREE S&P 500 stocks have increased 100%+ this year. That's by far the highest number for at least the past FORTY years (maybe all-time). The stocks that have doubled have contributed roughly 5-6% of the overall 8% gain YTD for the S&P 500. It is highly unusual for an S&P 500 stock to double. In most years, there are at most a few stocks that double. Of course the last time we saw a surge in the number of S&P 500 stocks that doubled was in 1999..... History suggests this type of unrelenting bid will not be sustained. As you look at the list below, you'll notice the only non-AI/semis/data center stock in the S&P 500 that has doubled is $MRNA, which was down (-90%+) from its COVID19 highs. If you're looking for doubles or 10-baggers going forward, perhaps it's time to look outside of the data center trade... $SNDK $WDC $STX $MU $INTC $DELL $MRVL $FLEX $AMD $AMAT $LITE $GLW $LRCX $TER $ON $COHR $MRNA $FIX $HPE $GNRC $KLAC $Q

Investor Letters

Letters that discuss FLEX.

Artisan Partners Artisan Small Cap Fund Quarterly Commentary Q2 2026 ASND $15BCIGI $4.4BFLEX $34B
Artisan Partners Artisan Small Cap Fund Quarterly Commentary Q1 2026 BWIN $4.5BCOMP $6.8BFLEX $34B
Lyrical Asset Management 2025 Global Review Letter 2025 AER $23BFLEX $34BJCI $88B
Sound Shore Management December 31, 2025 2025 FLEX $34BHII $11BPVH $3.8B
Artisan Partners Quarterly Commentary: Artisan Small Cap Fund Q4 2025 BRKR $8.6BCLBT $2.8BCOCO $3.4B
Sound Shore Management December 31, 2024 fourth quarter of 2024 BA $147BFLEX $34BTEVA $48B
Royce Investment Partners Royce Capital Fund–Small-Cap Portfolio Manager Commentary first six months of 2026 BLBD $1.9BIBEX $606MMMS $3B
Lyrical Asset Management 2025 U.S. Value Review Letter 2025 —
Lyrical Asset Management 2025 Global Impact Value Equity Strategy (GIVES) Review 2025 6091 $76MAPTV $9.5B
Sound Shore Management June 30, 2025 second quarter 2025 DIS $192B
Sound Shore Management March 31, 2024 first quarter 2024 AYI $9BBA $147BCEG $105B

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