Let's look at the tape 📊. You-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Let's look at the tape 📊. You want the cheapest entry point into the AI factory trade? Stop chasing those 35x–45x P/E names and look at $Flex Ltd(FLEX)$ . It just broke out +11.61% to $93.03, closing in the top 93% of its daily range on 12.9M shares 🚀.

Why? They smashed Q2 estimates ($1.18 EPS vs. $1.05 est., $8.49B revenue) and hiked FY27 revenue guidance by $950M to $34.9B–$35.9B 📈.

Here is the lesson: The real value is under the hood. Flex's Cloud and Power Infrastructure (CPI) revenue surged +54% YoY to $2.5B at a 10.7% margin. This was boosted by the new EPC Power acquisition (97% efficient digital rectifiers) and prefabricated AI factory modules .

Now, pay attention to the catalyst. In Q1 Calendar 2027, Flex is spinning off CPI into a standalone public company (Axiom Solutions) 🏢.

At $93, you are paying just ~18.6x FY27 EPS prior to a massive sum-of-the-parts re-rating toward the $155.90 Street target. That is a 65% upside setup 📊. Study the structure, respect the fundamentals, and position accordingly.

# Trade Feed: Who is your favorite trader?

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Also, please feel free to recommend and introduce fellow Tigers to the \"hidden gem traders\" that you've discovered!","image":"https://community-static.tradeup.com/news/e496e574dd744490c7b4f7959f83f5a4"}],"images":[{"img":"https://community-static.tradeup.com/news/183256c18e650e0cdf8e04a4f444f8a4","width":"1536","height":"1024"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/183256c18e650e0cdf8e04a4f444f8a4","width":"1536","height":"1024"}],"title":"","html":"<html><head></head><body>Let's look at the tape 📊. You want the cheapest entry point into the AI factory trade? Stop chasing those 35x–45x P/E names and look at <a href=\"https://ttm.financial/S/FLEX\">$Flex Ltd(FLEX)$</a> . It just broke out +11.61% to $93.03, closing in the top 93% of its daily range on 12.9M shares 🚀.\n<br>\n<br>\nWhy? They smashed Q2 estimates ($1.18 EPS vs. $1.05 est., $8.49B revenue) and hiked FY27 revenue guidance by $950M to $34.9B–$35.9B 📈.\n<br>\n<br>\nHere is the lesson: The real value is under the hood. Flex's Cloud and Power Infrastructure (CPI) revenue surged +54% YoY to $2.5B at a 10.7% margin. This was boosted by the new EPC Power acquisition (97% efficient digital rectifiers) and prefabricated AI factory modules .\n<br>\n<br>\nNow, pay attention to the catalyst. In Q1 Calendar 2027, Flex is spinning off CPI into a standalone public company (Axiom Solutions) 🏢.\n<br>\n<br>\nAt $93, you are paying just ~18.6x FY27 EPS prior to a massive sum-of-the-parts re-rating toward the $155.90 Street target. That is a 65% upside setup 📊. Study the structure, respect the fundamentals, and position accordingly.<img src=\"https://community-static.tradeup.com/news/183256c18e650e0cdf8e04a4f444f8a4\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","htmlText":"<html><head></head><body>Let's look at the tape 📊. You want the cheapest entry point into the AI factory trade? Stop chasing those 35x–45x P/E names and look at <a href=\"https://ttm.financial/S/FLEX\">$Flex Ltd(FLEX)$</a> . It just broke out +11.61% to $93.03, closing in the top 93% of its daily range on 12.9M shares 🚀.\n<br>\n<br>\nWhy? They smashed Q2 estimates ($1.18 EPS vs. $1.05 est., $8.49B revenue) and hiked FY27 revenue guidance by $950M to $34.9B–$35.9B 📈.\n<br>\n<br>\nHere is the lesson: The real value is under the hood. Flex's Cloud and Power Infrastructure (CPI) revenue surged +54% YoY to $2.5B at a 10.7% margin. This was boosted by the new EPC Power acquisition (97% efficient digital rectifiers) and prefabricated AI factory modules .\n<br>\n<br>\nNow, pay attention to the catalyst. In Q1 Calendar 2027, Flex is spinning off CPI into a standalone public company (Axiom Solutions) 🏢.\n<br>\n<br>\nAt $93, you are paying just ~18.6x FY27 EPS prior to a massive sum-of-the-parts re-rating toward the $155.90 Street target. That is a 65% upside setup 📊. Study the structure, respect the fundamentals, and position accordingly.<img src=\"https://community-static.tradeup.com/news/183256c18e650e0cdf8e04a4f444f8a4\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","text":"Let's look at the tape 📊. You want the cheapest entry point into the AI factory trade? Stop chasing those 35x–45x P/E names and look at $Flex Ltd(FLEX)$ . It just broke out +11.61% to $93.03, closing in the top 93% of its daily range on 12.9M shares 🚀. Why? They smashed Q2 estimates ($1.18 EPS vs. $1.05 est., $8.49B revenue) and hiked FY27 revenue guidance by $950M to $34.9B–$35.9B 📈. Here is the lesson: The real value is under the hood. Flex's Cloud and Power Infrastructure (CPI) revenue surged +54% YoY to $2.5B at a 10.7% margin. This was boosted by the new EPC Power acquisition (97% efficient digital rectifiers) and prefabricated AI factory modules . Now, pay attention to the catalyst. In Q1 Calendar 2027, Flex is spinning off CPI into a standalone public company (Axiom Solutions) 🏢. At $93, you are paying just ~18.6x FY27 EPS prior to a massive sum-of-the-parts re-rating toward the $155.90 Street target. That is a 65% upside setup 📊. 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