JP Insights(@jpinsights):$FLEX officially named its upcoming Cloud and Power Infrastructure spin-off Axiom Solutions International, ticker $AXM. The separation is still targeted for Q1 2027. I have written about Flex before and I think this is the part of the company that deserves a much closer look. Power, cooling and compute infrastructure under one roof, now with EPC Power added before the separation. Interesting board choices too. Lumentum CEO Michael Hurlston joins alongside two former Eaton executives with deep electrical infrastructure experience. November 10 should be interesting. Flex will give us a much better look at what they are actually building here.

2026.09.15 13:09

$FLEX officially named its upcoming Cloud and Power Infrastructure spin-off Axiom Solutions International, ticker $AXM. The separation is still targeted for Q1 2027. I have written about Flex before and I think this is the part of the company that deserves a much closer look. Power, cooling and compute infrastructure under one roof, now with EPC Power added before the separation. Interesting board choices too. Lumentum CEO Michael Hurlston joins alongside two former Eaton executives with deep electrical infrastructure experience. November 10 should be interesting. Flex will give us a much better look at what they are actually building here.