I think I found a gem that no one is talking about yet.

Everyone on FinX talks about the same stocks, but every now and then a gem that no one has heard of pops up.

The company I'm talking about is Flex Ltd., ticker symbol $FLEX.

🧵 Why $FLEX might be an undervalued stock in the AI infrastructure space right now.

A thread. Let me start with the number that caught my attention.

$CLS trades at over 3x sales.

$FLEX trades at roughly 1.2x sales.

In my opinion, these two companies are doing very similar work.

Building AI server infrastructure for the world's biggest hyperscalers.

The gap between those two multiples is why I find this interesting.

I have 4 accounts in Robinhood.

1. My personal account which consists of primarily long term plays.

2. My $100k Wheel Strategy account which is made up of high beta stocks that I’m purely selling options on.

3. My “AI Picks” account which consists of a basket of AI stocks that I think will do well the next 5 years.

4. My Roth IRA which is 100% allocated to $IBIT.

Here is the full breakdown of my holdings in each account: Primary Investing Account Stock Holdings:

$HOOD - 1400 shares
$META - 300 shares
$NBIS - 700 shares
$IBIT - 1100 shares
$GLD - 100 shares
$AAOI - 300 shares
$XLU - 300 shares
$ZETA - 2000 shares
$RVI - 1000 shares
$SHLS - 500 shares

Open options contracts:

$HOOD – 14 contracts – CC
$META – 3 contracts – CC
$AA – 2 contracts – CSP
$COPX – 2 contracts – CSP
$AAOI – 2 contracts – CSP
$IBIT – 2 contracts – CSP
$ZETA – 20 contracts – CC
$NBIS – 7 contracts – CC
$AAOI – 1 contract – LEAP
$ZETA – 10 contracts – LEAP
$GLD – 4 contracts – LEAP
$HOOD – 1 contract – LEAP
$COPX – 2 contracts – LEAP
$GLD – 2 contracts – LEAP