FLEX

@EBE_day @cubie @Jeremymartin007 @simon58 @jenbunn @ZY786 @ribbey @TraderRapp @tonyctl @zuby34 i’ll probably gamble calls on $TWLO for earnings because it’s one of the top mid cap companies which means it could move into 500 in September…. and i sweat they always front run the mid cap movement. like $FLEX and $CASY

$FLEX lets hit 120 today

$FLEX proud of my buy yesterday

Wall St is expecting 1.03 EPS for $FLEX Q2 [Reporting 10/28 BMO] http://www.estimize.com/intro/flex?chart=historical&metric_name=eps&utm_co

$FLEX I like this out of all the ai plays

$FLEX probably support 📉…$100’s eod

$FLEX posted Q1 FY27 net sales of $7.9B, up 21% YoY, with record adjusted EPS of $1.00 and GAAP EPS of $0.76. Lifted FY27 outlook: net sales now $33.7B–$35.2B, adjusted EPS $4.42–$4.74.

$FLEX excellent results and strong guidance. It only makes sense that this would be down an additional five percent as it continues its month-long slide from its high :(

$FLEX buying buying buying

$FLEX call added more weight to the SpinCo story. More than 90% of CPI revenue for the next three quarters is already booked, while management still expects 65-75% growth this year, 80%+ next year, and at least 100 bps of margin expansion. The customer mix matters because booked revenue plus that guide is the hardest part of the tape to dismiss. The gap is simple: does the market keep treating this as just another hardware name, or does SpinCo start to matter more than the current multiple?