InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
TheValueist — $CLS KEY READ-THROUGHS FROM CELESTICA Q1 2026 EARNINGS CALL
Celestica’s Q1 2026 earnings call was a high-signal update for the AI infrastructure supply chain. The reported quarter…↗
Apr 26
JC Investing — Celestica has to be the best performing Canadian company?
$10k 5 years ago would now be $492,400
$CLS https://t.co/Mgo0x3kTIO↗
InvestmentGuru — $CLS — Celestica: The Factory That Builds the Optical Switches Hyperscalers Actually Deploy
Celestica has emerged as one of the leading players in AI data center development, deliv…
December 2025 · 1 mention
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
November 2025 · 1 mention
Nov 5
Ray Wang — @KairosPraxis I wasn't on $CLS call lol, I only read coverage and some report on it↗