Who mentions $FLEX most on Surfaced?

@thevalueist (TheValueist) mentions $FLEX most — 4 mentions in the past 12 months.

When was $FLEX first mentioned on Surfaced?

The earliest tracked mention of $FLEX in the Surfaced archive was on Jan 2, 2026.

How many voices track $FLEX?

9 FinTwit voices have mentioned $FLEX 15 times in the past 12 months.

What kind of voices mention $FLEX most?

$FLEX is mentioned most by Long Research voices on Surfaced.

$FLEX — FinTwit mentions on Surfaced

Recent calls

5 calls

@alphaticaioJun 22, 2026 · 1:54 AM

THE S&P500 INCLUSION EFFECT We studied every addition to the S&P 500, S&P 400, and S&P 600 since 2016. 303 events. Here's what happens after a stock joins a major index, and why it matters. THE FINDING: Stocks added to S&P indices drift higher after inclusion. The effect is statistically significant across all three indices and all post-inclusion windows. It is not significant before inclusion. S&P 500 (94 events): Before inclusion (T-5): -0.87%. Not significant. p=0.16. After inclusion (T+5): +3.13%. Significant. p=0.0004. After inclusion (T+10): +2.91%. Significant. p=0.01. After inclusion (T+20): +3.63%. Significant. p=0.01. S&P 400 (98 events): Before inclusion (T-5): -0.43%. Not significant. p=0.51. After inclusion (T+5): +2.66%. Significant. p=0.01. After inclusion (T+10): +4.70%. Significant. p=0.0007. After inclusion (T+20): +4.33%. Significant. p=0.006. S&P 600 (111 events): Before inclusion (T-5): +0.20%. Not significant. p=0.80. After inclusion (T+5): +6.23%. Significant. p<0.0001. After inclusion (T+10): +8.49%. Significant. p<0.0001. After inclusion (T+20): +6.74%. Significant. p=0.0008. Every post-inclusion window across all three indices is statistically significant at p<0.01. The pre-inclusion window is not significant in any index. The effect is real. The noise before inclusion is not. WHY THE EFFECT EXISTS: Passive funds tracking the S&P 500, 400, and 600 are required to own every constituent. When a stock joins, every tracking fund must buy it. That's forced demand from trillions of dollars in indexed assets. The buying doesn't happen in one day. It takes weeks as international funds, managed accounts, ETFs, and model portfolios adjust. The drift from T+5 through T+20 reflects this staggered rebalancing. WHY SMALL CAPS SHOW THE LARGEST EFFECT: S&P 600: +6.23% at T+5, 79% win rate. S&P 500: +3.13% at T+5, 65% win rate. The passive buying represents a larger share of daily volume in a $2B small-cap than a $200B large-cap. Same mechanical demand, different liquidity. The S&P 600 effect at T+10 reaches +8.49% with a t-statistic of 5.77. That's one of the strongest effects in market microstructure. SECTOR MATTERS: Not all sectors show the same effect. Technology is the strongest in the S&P 500: +6.48% at T+5, 74% win rate, p=0.0008. Double the index average. Energy leads the S&P 600: +10.84% at T+5, 89% win rate. Real Estate is the one sector where the effect is negative in the S&P 500. Sector sample sizes are small in some cases. Technology and Financials are the only sectors with enough observations to be statistically robust independently. THE PRE-INCLUSION DIP IS NOISE: The T-5 returns are negative for S&P 500 (-0.87%) and S&P 400 (-0.43%) but neither is statistically significant. The pre-inclusion selling from arb accumulation looks like a dip on any individual chart. Across 303 events, it's indistinguishable from random. The signal is after inclusion, not before. YEAR-OVER-YEAR STABILITY: The effect isn't driven by a single year or a few outliers. S&P 500 at T+5: positive mean in 8 of 11 years (73%). S&P 400 at T+20: positive mean in 10 of 10 years (100%). S&P 600 at T+5: positive mean in 10 of 11 years (91%). The S&P 600 effect produced a positive mean in every single year except 2020, when COVID disrupted everything. The S&P 400 at T+20 has never had a negative mean year in our dataset. 2023-2025 were particularly strong for S&P 500 additions, with win rates of 91%, 67%, and 77% respectively. The growth of passive investing is expanding the effect, not shrinking it. THE DISPERSION: These are averages, not guarantees. The standard deviations are significant. S&P 500 at T+5: mean +3.13%, standard deviation 8.57%. The 95% confidence interval is +1.43% to +4.86%. S&P 600 at T+20: mean +6.74%, standard deviation 20.87%. Wide dispersion around a strong mean. 35% of S&P 500 additions were negative at T+5. The effect is a probability, not a certainty. Individual outcomes vary widely. The edge is in the aggregate, not any single event. THE APPLICATION: This research applies to every future index addition. The framework is mechanical: forced passive buying creates a measurable, statistically significant drift that persists for at least 20 trading days. It is consistent across years and does not appear to be diminishing as the market has become more efficient. The smaller the company, the larger the effect. The tighter the float, the stronger the forced buying impact. The data is not ambiguous. Tomorrow MRVL and FLEX are set to join the S&P 500. The next SmallCap 600 addition is the one to watch. $SPY $MRVL $FLEX

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@ftr_investorsJun 6, 2026 · 4:15 AM

$MRVL and $FLEX will join the S&P 500 on June 22, replacing Pool Corporation and The Campbell's Company 📈 Marvell's inclusion highlights its growing role in AI infrastructure, while Flex benefits from strong demand as a manufacturing partner for Nvidia and Apple 🤖🏭 https://t.co/JBtf6lSs3a

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@unusual_whalesJun 5, 2026 · 9:26 PM

BREAKING: The S&P 500 just announced Marvell, $MRVL, and Flex, $FLEX, will be added to the Index

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@thevalueistJun 5, 2026 · 9:24 PM

$MRVL $FLEX *MARVELL TECHNOLOGY & FLEX SET TO JOIN S&P 500 https://t.co/mNMKIKH9oA (Bloomberg) -- Marvell and Flex to replace Pool Corp. and Campbell’s in S&P 500 before the market open on June 22, S&P Dow Jones Indices says in emailed statement. Club Valueist - get involved. It will be the best $1/month you will ever spend.

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@thevalueistMay 5, 2026 · 8:38 PM

$FLEX (Bloomberg) -- Flex forecast adjusted earnings per share for 2027; the guidance beat the average analyst estimate. 2027 YEAR FORECAST Sees adjusted EPS $4.21 to $4.51, estimate $3.66 (Bloomberg Consensus) Sees revenue $32.3 billion to $33.8 billion, estimate $29.15 billion FIRST QUARTER FORECAST Sees adjusted EPS 86c to 92c, estimate 83c Sees revenue $7.35 billion to $7.65 billion, estimate $7.02 billion FOURTH QUARTER RESULTS Adjusted EPS 93c, estimate 87c Net sales $7.48 billion, estimate $6.94 billion Adjusted operating income $500 million, estimate $465.3 million COMMENTARY AND CONTEXT To Spin Off Cloud & Power Infrastructure Segment Segment Spin Off Into New Publicly Traded Co Revathi Advaithi Will Become CEO of Spinco Michael Hartung Will Be Named CEO of Flex Transaction to Close in 1Q of Calendar 2027 "Our strong finish to FY 2026 reflects disciplined execution and a clear strategy, supported by targeted acquisitions and capital investments aligned to Flex's long-term growth opportunities," said Revathi Advaithi, CEO of Flex.

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