FLEX

$MEI $MRVL $FLEX

$FLEX massive volume for the S&P 500 inclusion

$FLEX 👀

Here’s what the Power & Energy Semi leaderboard looks like: YTD returns $NVTS +212% $STM +182 % $FLEX +136% $POWI +127% $AOSL +118% This power semiconductor leaderboard exposes the defining playbook of this cycle: the structural bottleneck of AI scaling has shifted from logic chips to power management silicon. Sector leader $NVTS (+212% YTD) is violently re-rating as its 800V DC-DC power platforms for the Nvidia MGX ecosystem print hyper-growth numbers. Legacy giant $STM closely matches this intense institutional accumulation. Disruptors $AOSL and $POWI just dominated PCIM 2026, launching dedicated OVR16 controllers and ultra-slim power stages purpose-built for high-density AI clusters, offering a pristine right-side technical base alongside $FLEX. Are you chasing the high-beta right-side momentum of GaN frontrunner $NVTS, or accumulating the deeply integrated 48V/800V server infrastructure moat inside $AOSL on this consolidation? Drop your buy entries below!

$FLEX the run is over

@MorganHoratio lol well I finally gave up on Coreweave yesterday and dropped it into $NUAI and $FLEX

Best moves since April 21 in this group were: $FLEX 68.5% $TTMI 63.9% $VICR 33.1% $NVT 27.2% … single digits red in AEIS/ENLT/FTI for those who are mad at me

Nvidia is literally telling you what power semis to buy - the market is showing you exactly where the money is going. If you translate the list into the AI infrastructure stack: $NVTS Navitas +208.40% $2454 Mediatek +207.59% $STM STMicroelectronics +172.97% $FLEX Flex +136.30% $POWI Power Integrations +125.94% $2308 Delta Electronics +122.16% AI isn’t just constrained by compute anymore - it’s constrained by how efficiently you can deliver and manage power inside increasingly dense GPU clusters. That’s why this group keeps rerating together - it’s the “hidden layer” beneath $NVDA demand.

$FLEX dip so hard this am. why?

$FLEX beeen dropping since it was announced it is joining the SP500. 👀 on it or a trade