We came across a bullish thesis on Flex Ltd. (FLEX) on Substack by Easy Trader. In this article, we will summarize the bulls’ thesis on FLEX. Flex Ltd.
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April 3 - News, Stock Analysis
Stock affordability can be assessed in multiple ways. The most common approach is considering stocks with a market price below a certain threshold.
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March 26 - Hedge Funds, Industries, News, Tech
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
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February 25 - News, Stock Analysis
Artificial intelligence is at the heart of the fourth industrial revolution, given its impact on various aspects of human life.
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February 22 - Hedge Funds, Industries, News, Tech
Sound Shore Management, an investment management firm, has released its investor letter for the fourth quarter of 2024. A copy of the letter can be downloaded here.
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February 19 - Hedge Fund Investor Letters, News
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications.
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January 31 - Hedge Funds, News
Operator: Thank you for standing by. Welcome to Flex's Third Quarter Fiscal 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded.
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January 31 - News, Transcripts
The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to Silicon Valley.
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January 30 - Hedge Funds, Industries, News, Tech
Investors are searching for safer ways to capitalize on the AI boom beyond traditional tech stocks.
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January 29 - Hedge Funds, News
Franklin Mutual's Katrina Dudley appeared on CNBC on December 31 to discuss whether the sectors that powered the market's gains in 2024 will continue to lead the way in 2025, ...
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January 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence has been making headlines even at political summits.
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November 19 - Hedge Funds, News
The electronics sector is experiencing robust growth driven by several key factors.
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October 30 - Hedge Funds, Industries, News, Tech
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) data centers are one of the hottest topics on Wall Street as companies across the industrial spectrum compete in a race to deploy AI technologies ...
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October 4 - Hedge Funds, Industries, News, Tech
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
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September 29 - Hedge Funds, Industries, News, Tech
When the Federal Reserve cut rates last week there was a general anticipation that the market would rise. However, that has not been the case.
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September 27 - Hedge Funds, News
Recent analysis indicates a reset in tech stocks as the Fed has not adjusted rates quickly enough for investors.
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September 24 - Hedge Funds, Industries, News, Tech
Recent discussions among financial strategists emphasize the current stock market dynamics, particularly regarding the upcoming US elections.
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September 18 - Hedge Funds, Industries, News
This September saw a sluggish start for most US stocks, and large-cap technology stocks were no exception to this trend.
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September 10 - Hedge Funds, Industries, News, Tech
Artificial intelligence has led to a much-needed market rally in the technology industry over the past year.
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August 13 - Hedge Funds, News
When investors think of artificial intelligence (AI), they usually relate the thought to prominent hardware and software companies working in the technology sector.
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August 10 - Hedge Funds, News
Operator: Good morning and thank you for standing by. Welcome to Flex's First Quarter Fiscal Year 2025 Earnings Conference Call.
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July 25 - News, Transcripts
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.
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May 28 - Hedge Fund Investor Letters, News
David Rubin: Good morning, and welcome to our Fourth Quarter Fiscal 2024 Earnings Call, along with our Virtual Investor Day.
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May 4 - News, Transcripts
In this article, we discuss 5 best electronic stocks to buy now.
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February 28 - News
In this piece, we will take a look at the five best small-cap growth stocks to invest in.
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February 22 - Hedge Funds, News
Flex Ltd. beats earnings expectations. Reported EPS is $0.71, expectations were $0.62.
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February 1 - News, Transcripts
Operator: Good afternoon and thank you for standing by. Welcome to Flex’s Second Quarter Fiscal 2024 Earnings Conference Call.
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October 26 - News, Transcripts
In this piece, we will take a look at the 13 technology stocks to buy that are cheap to ignore.
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October 16 - Hedge Funds, News
In this article, we will take a look at the 5 best electronic components stocks to buy now.
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July 29 - Hedge Funds, News
Operator: Good afternoon and thank you for standing by. Welcome to Flex’s First Quarter Fiscal 2024 Earnings Conference Call.
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July 28 - News, Transcripts
In this article, we discuss 5 under-the-radar stocks that are on the move.
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July 21 - News
In this piece, we will take a look at the five best NASDAQ stocks under $50.
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July 19 - News
In this article, we discuss 10 under-the-radar stocks billionaires are loading up on.
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June 13 - Hedge Funds, News
Operator: Good afternoon. Thank you for standing by. Welcome to Flex's Fourth Quarter and Fiscal 2023 Earnings Conference Call. [Operator Instructions].
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May 13 - News, Transcripts
Operator: Good afternoon, and thank you for standing by. Welcome to Flex's Fiscal Third Quarter 2023 Earnings Conference Call.
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January 27 - News, Transcripts
Tech stocks were crushed in 2022 amid a major growth stock rout that started when market optimism began to recede amid rising inflation, rate hikes, supply chain issues and Russia...
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January 22 - Hedge Funds, News
Magnachip Semiconductor Corporation (NYSE:MX) is a Korean designer and manufacturer of OLED displays and other analog and mixed-signal semiconductor products, mainly for electronics...
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November 17 - Hedge Funds, News
In this article, we will discuss the 13 stocks to sell now according to billionaire Larry Robbins.
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September 20 - Hedge Fund Analysis, Hedge Funds, News
In this article, we discuss the 5 best mid-cap stocks to buy now.
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September 8 - Hedge Funds, News
In this article, we discuss the 10 stocks that billionaire Stanley Druckenmiller is selling.
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September 8 - Hedge Funds, News
In this article, we discuss the 10 stocks that Jim Cramer is talking about.
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July 22 - Hedge Funds, News
In this piece, we will take a look at the five stocks under $20 to buy today according to Nishkama Capital.
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May 19 - Hedge Funds, News
In this article, we will discuss some of the notable stocks skyrocketing today.
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March 31 - Market Movers, News
In this article, we discuss 10 cheap value stocks to buy amid market uncertainty.
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February 12 - Hedge Funds, News
The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data.
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February 6 - Hedge Funds, News
In this article, we present the list of the 5 best tech stocks to buy now according to Nishkama Capital.
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January 10 - Hedge Funds, News
In this article, we discuss the 5 very cheap stocks to buy right now.
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December 15 - Hedge Funds, News
Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios.
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December 8 - Hedge Funds, News
In this article, we discuss the top 10 stock picks of Scott Ferguson's Sachem Head Capital.
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November 17 - Hedge Funds, News