Reddit Posts
Celestica - Beneficiary of Artificial Intelligence Infrastructure Buildup
CLS Holdings USA, Inc. 2023 CEO Address to Shareholders CLSH
CLS Holdings USA, Inc. 2023 CEO Address to Shareholders
CLS Holdings' City Trees Products Maintain #1 Concentrate Brand Ranking in Nevada
$CLSH News September 21, 2021 Staying Hot: CLS Holdings USA, Inc. Announces August Results with Significant Year-Over-Year Revenue Growth https://finance.yahoo.com/news/staying-hot-cls-holdings-usa-100000704.html
CLS Holdings USA, Inc. Reports Record Fiscal Year End 2021 Results
CLS Holdings USA, Inc. Reports Record Fiscal Year End 2021 Results
Coming in Hot: CLS Holdings USA, Inc. Branded Division Sees Continued Category Performance Increases in June 2021
Coming in Hot: $CLSH CLS Holdings USA, Inc. Branded Division Sees Continued Category Performance Increases in June 2021 @jctb1
Why CLS Holdings is an Undervalued US Cannabis Stock That Deserves to be on Your Radar (OTC:CLSH / CSE:CLSH)
Heating Up: $CLSH CLS Holdings USA, Inc. Announces June Results, Increased Margins and Endorsement Deal @jctb1
Heating Up: CLS Holdings USA, Inc. Announces June Results, Increased Margins and Endorsement Deal
Heating Up: CLS Holdings USA, Inc. Announces June Results, Increased Margins and Endorsement Deal
Heating Up: $CLSH CLS Holdings USA, Inc. Announces June Results, Increased Margins and Endorsement Deal @jctb1
The US MSO That's Generating As Much Revenue As It's Entire Market Cap - CLS Holdings (OTCQB:CLSH / CSE:CLSH)
The US MSO That's Generating As Much Revenue As It's Entire Market Cap - CLS Holdings (OTCQB:CLSH / CSE:CLSH)
CLS Holdings USA, Inc. Achieves Substantial Year-Over-Year Results for May 2021
Fight's On: City Trees Endorses UFC Fighter, Sasha Palatnikov, As UFC Loosens Cannabis Restrictions
📜 FX Market: Clearing and Settlement Now and in Future
$CLSH Hit news today! Fight's On: City Trees Endorses UFC Fighter, Sasha Palatnikov, as UFC Loosens Cannabis Restrictions
CLS Holdings USA, Inc. Now Available for Trading on WealthSimple
CLS Holdings USA, Inc. $CLSH Achieves Monumental April Results with Record 4/20 and Wholesale Wins @jctb1
CLS Holdings USA, Inc. Achieves Monumental April Results with Record 4/20 and WholesNews May 11, 2021 ale Wins
#BREAKINGNEWS! CLS Holdings USA, Inc. $CLSH to Present at the Canaccord Genuity 2021 Virtual Cannabis Conference @jctb1
CLS Holdings USA, Inc. to Present at the Canaccord Genuity 2021 Virtual Cannabis Conference
CLS Holdings USA, Inc. Discusses Expansion into New Mexico and Other Jurisdictions with The Stock Day Podcast
Allá Vamos: CLS Holdings USA, Inc. Announces Collaborative Venture With New Mexico-Based Herbal Edibles Inc.
CLS Holdings USA, Inc. Hits the Holiday Hard, Achieves Record 4/20 Sales
CLS Holdings USA, Inc. Hits the Holiday Hard, Achieves Record 4/20 Sales
A Joint Venture: CLS Branded Division, City Trees, Partners with Renowned Nevada Cultivator in Exclusive Collaboration
Lighting It Up: CLS Holdings USA, Inc. Reports Third Quarter Results as Las Vegas Makes a Comeback
CLS Holdings USA, Inc. President and COO Andrew Glashow Featured On The Stock Day Podcast
Mentions
Capex from amzn goog is good for avgo nvda and intc CLS etc. Saas like $now $crm is going nowhere, the market is being stupid.
CLS doing what I'd like to see the rest of tech follow soon.
Is there a reason CLS is ripping today?
It was a perfect time to buy msft and CLS
Thoughts on averaging up in URI or CLS at these prices?
These reversals with CLS/LRCX/META/MSFT to free up liquify lol you noobs just don’t panic sell and you’ll win one day
CLS earnings have been free money for the last year
Very interesting. This means LEAPS on CLS.
Thanks; never heard of them before so I'll take a look. Seems like it's like CLS? They're reporting tomorrow.
Anyone else think CLS gonna pop post earnings?
Fuck I missed my fills inAAB and CLS calls at the bottom by a few cents
Finviz tells me that Google is shifting TPU server assembly from CLS facilities in Canada to Taiwan for servers beyond the L10 production stage. Not sure how much that will impact their revenue going forward but that may explain the dip today.
Note this could be because CLS doesn’t have enough capacity which could be bullish but we don’t know for sure till earnings
I thought about it too, how do you feel about the long term potential of CLS?
Shouldnt FLEX be up not down on that CLS rumor? If Google is seeking diff TPU assembly partner odds would be non zero its FLEX right?
Not writing the below to be rude or controversial. Just wanted to share my findings. The market has moved away from value a very long time ago. Companies can't just mature then issue a dividend and grow slowly like KO and command a premium in their stock price. Wallstreet wants ever increasing growth. That's part of the reason ADBE is priced as it is. The growth story is feared to be done. Damn the rest of the business and how incredibly sticky the product is. Past gains don't factor into today's stock price, only future gains do. GOOG was priced with such a low P/E before its run up for the same reason. Wallstreet feared that the growth story (and the monopoly lawsuit) was done and when that turned out to be false, the stock moved back up to growth P/Es. Any growth stock (most tech stocks) that stop showing growth will see their share price collapse overnight. That includes the Mag7 and all the big chip companies that have had huge runs in 2025 like: NVDA, AMD, AVGO, CLS, WDC, STX, SNDK
I mentioned CLS about 6 mnts ago, and nobody listened.
Goldman sachs, CLS , pltr, Legacy education
TTMI rocketed today 🚀 I'm think we do the same to CLS tomorrow
@seekingyield1 on Stocktwits predicted that $TTMI would get re-rated similar to $CLS. There are some similarities between the two. Obviously $CLS makes a lot more revenue though.
Interesting. That's a bummer. Yeah I posted about it here like 9 months a few times. Like for example: [https://www.reddit.com/r/stocks/comments/1k7grb7/comment/mozopr3/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1k7grb7/comment/mozopr3/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Stock is up like 350% from that post lol. SKYW has kind of sucked, but still up like 15%. CLS is also up like 270%. I don't always hit home runs, but man, it's a great feeling when you do.
Agreed CLS and STX are both great bets. Only drawback is they both pricey!
For high premiums, I'd rather go with CLS and STX. Both are having good momentum and strong premiums without over the chart IVs. For an over the chart IV play, I go with IREN. Good thing about these above stocks is you don't have to go ATM or close to it. You can have safe plays depending on your risk tolerance.
I have three long term holds. **ASE Technology (ASX)** A Taiwanese company that is the market leader in outsourced semiconductor packaging and testing. Semiconductor process nodes can't shrink too much more before we get into issues, which is why many companies are not focusing as much on die-shrinks to increase performance but instead more advanced packaging. You see this with the increased use in 2.5 and 3D packaging, chiplets, SiP and the like. This trend is across the electronics industry, from auto manufacturers, the main CPU and GPU designers we all know, as well as SOCs used in cell phones, and combined CPU/GPU SOCs designed by big cloud providers used for AI training. The company is well diversified within the industry, and is the main player in their space, so isn't reliant on the current AI hype train to succeed. They have lower margins than TSMC however they have a significantly lower PE and PEG ratios and pay a 3% dividend which I reinvest. They are investing heavily into new equipment and factories to support the latest and highest margin technologies that they work with, but are still diversified across pretty much all semiconductor packaging beyond just the high end. The company doesn't get a lot of hype, and isn't captured by a lot of semiconductor ETFs, so while it absolutely is positive impact on the AI hype cycle, they are much less likely to be severely hurt by a bubble popping the hype cycle compared to NVIDIA or TSM, especially with their diversification. **Secondly, since we need to power the datacenters**: **First Solar(FSLR)** Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass ( vs sliced silicon crystals) meaning they use less material, and this semiconductor is both significantly better at maintaining efficiency in high heat environments and cheaper to produce. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. **Lastly, I think Celestica(CLS) is still fairly valued as a growth play.** They are an advanced electronics manufacturer and large manufacturer of high speed network switches that are used in hyperscaler datacenters. Every server rack, and at multiple connections upstream has a switch, and networking is very important for ML workloads because large amounts of data needs to be sent between different servers quite quickly. They are the market leader in 800G switches which is the cutting edge right now. And while this is a good portion of their business, they also do healthcare technology,rack integration, general electronics design and offer services to better automate factories, which is important if we are going to bring manufacturing back. There are dozens of cloud companies, most of whom are unlikely to last til 2030, but Celestica will last, and every cloud company uses something made by them. They even make components and contracted out design and manufacturing for companies like Juniper and Dell. They beat last quarter earnings expectations by 50%, have a 30% ROE, and are expected to grow their EPS by 28% each year over the next five years. It's my largest holding by far. All of these are positioned to grow with whatever Cloud/Datacenter providers win out, whether AMD, Nvidia, or custom SOCs dominate compute, and are diversified enough to not go bankrupt if this turns out to be all hype.
CLS. They make the best high speed network switches and datacenters are their focus in this area.
Yup. I greatly benefitted from these picks especially CLS. Thank you for your contributions.
I posted about TTMI here before it basically doubled, great company. It's up to you, I'm long on the idea of the grid is old and needing to be modernized. However, they are still kind of viewed as AI plays. Like for example, I've owned a lot of those names before the AI stuff was happening, so I have really low cost basis on some of those names. Part of why I hold and I'm still bullish on them outside of AI/Data Centers. Just pointing out, that if you hold some stuff, it's going to suck the day that one of the hyperscale announced a cutback on capex. If you look at my post history, I shared a lot of those names years ago. Like example with CLS: [https://www.reddit.com/r/stocks/comments/1ccnn8j/comment/l1783yk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1ccnn8j/comment/l1783yk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) That's up around 600% from that post.
Top 10 Stocks for 2026 (Steven Cress, Seeking Alpha Quant List) Cress selected the following tickers as his highest-conviction Quant-rated picks for 2026: � Seeking Alpha Celestica (CLS) � Seeking Alpha Micron Technology (MU) � Seeking Alpha Advanced Micro Devices (AMD) � Seeking Alpha Ciena (CIEN) � Seeking Alpha Coherent Corp. (COHR) � Seeking Alpha Allstate Corp (ALL) � Seeking Alpha Incyte (INCY) � Seeking Alpha Barnes Group (B) � Seeking Alpha Willdan Group (WLDN) � Seeking Alpha Allegheny Technologies (ATI) �
CLS not looking so hot this morning
More than doubled the market at a 36% gain YTD. Main winners were CLS, RKLB, GOOGL, AMD. If you had a loss in this bull year you need to seriously consider your investment strategy 😂
CLS , Casey’s gas stations stock, Walmart , XLK
When they say ´they build their own data centers´it means they do not lease space in a datacenter such as Equinix, but hyperscalers do not build them. They delegate the work to contractors such as STRL and CLS. They would design them, but not build them.
I added Celestica (CLS) and ASML for 2026
CLS is Canadian. Own them. Also just bought a LNG play, EFXT.
That and the DOW. Prolly some other AI trades like CLS.
Sold CLS calls close to the bottom, lost 40 bucks, could've been up 1k now lmao
Somebody forgot to tell CLS we PAMPING
any idea why CLS was pumping today?
Expected growth: GOOG, META, AMZ Hopeful growth: NBIS, SOFI, ASTS How do y'all feel about RKLB, LUNR and BABA And how come I never see anyone here talking about CLS Celestica? By far one of my best performing, even if smaller holdings.. but I don't know too much in depth about it (newbie in first year of investing)
I have a long term strategy that really shouldn't work, but does very well. On one portfolio, I buy only during big downturns or corrections, small-mid cap stocks that move big, only when they've bounced off thr 200-day moving averages. 8/10 times, I'll make a 30% gain, at which time I sell 70% of the position, making my shares essentially "free" (tax-free account). I then take that 70$ and throw it into index funds until the next downturn. I never sell the "free" shares. Got me in APLD at $6, IONQ at $7, NBIS in the 30's, CLS at $29.. That port is up ~330% since 2022
Depends on the asset. I’m up more than 2500% on CLS, and would be kicking myself if I had sold it when it was up 70%.
APLD and CLS. Have several others that were up over 100% YTD as well
A fellow CLS buyer. Glad I was able to hold from 120 to 325. Really great run
The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) fears about Nvidia GPU market share erosion, 3) concerns about a lot of the circular financing deals from OpenAI and Nvidia, and 4) a huge breakthrough from Google with Gemini 3.0.
$CLS Got in at $30 sold at $40. Still hurts
This thread explains why I don't come to Reddit for investment advice. I have plenty of ten baggers including APP, CLS, AGX, CRDO. My highest was CVNA at 2500%. You don't need a pipe dream. Just solid stocks in areas the market cares about.
CLS BUILDS TPU servers... This is all.
CLS BUILDS TPU servers... This is all.
Yeah, tale.put your cost at least but CLS is.gping higher. I think all these Hyper Scalers gonna do exactly what GOOG did.
CLS well positioned in the TPU supply chain with GOOG. If TPU.adoption spreads beyond into other Megas... CLS gonna absolutely explode.
Sure GOOG is the play everyone knows about. But CLS is the 10 bagger.
CLS... Monster Move. Wish I would have been following that more closely.earlier.
I suspect CLS may fit this category. As of yesterday’s close I lost all my gains which were significant. I’ll prob hold since most tech stocks are dipping lately and I think they’re still a solid company with future potential.
WDC -10% MU -11% BE -14% SNDK -20% LITE -13% CLS -10% #marketleaders
Funny you mentioned it. I don't have NVDA or QQQ calls. Instead, I bought calls on the smaller caps that I felt might benefit from NVDA's report, but have fallen hard after a strong report like CLS yesterday afternoon heading into the report, NBIS when those shares were at $88 (missed the bottom at $83), and MU Dec calls yesterday also to play into their earnings.
Yeah it’s all on NVDA now. Not even Home Depot or Walmart will dent this moment. The entire investment community is holding their breath until Thursday. I put my money in CLS so I’m long right there with you. Get out the popcorn and make sure those high rise windows are locked.
Hey, CLS and those stocks saw massive gains. Any other stock that hasn’t run up so much?
Stale data. AVGO $342. I’ve found LLM financial analysis not very helpful unless you’re independently feeding it current data. For networking AVGO, MRVL, ANET, CLS. Bigger engineering moat vs cooling and power imo. AVGO is the safer, mega cap pick.
Yes! 15%+ days for AMD, IREN, ASTS, RKLB, OKLO, CLS incoming!
CLS. Big falloff today due to the sudden tech route, but up 200% YTD and was just as good last year. It's made me a pile of money. *Celestica Inc offers supply chain solutions. The company has two operating and reportable segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of the ATS end market and is comprised of the Aerospace and Defense, Industrial, health tech, and Capital Equipment businesses. Its Capital Equipment business is comprised of the semiconductor, display, and robotics equipment businesses, and the CCS segment consists of Communications and Enterprise end markets, The Enterprise end market is comprised of its servers and storage businesses. The company generates a majority of its revenue from the Connectivity & Cloud Solutions segment.*
1. NVDA (Nvidia) Nvidia remains a key growth stock and the MVP of 2025, powering AI innovation and data center expansion, making it central to the tech sector’s secular momentum. Good for long-term growth and compounding potential. 2. JNJ (Johnson & Johnson) Johnson & Johnson offers reliable dividend growth, stability, and defensive sector exposure, suitable for investors seeking yield and inflation protection in an uncertain macro environment. 3. IREN (IREN Ltd) One of the year’s best-performing growth stocks, IREN exemplifies mid-cap momentum in digital infrastructure, up over 430% for 2025, ideal for adding innovation-driven upside to a portfolio. 4. EPD (Enterprise Products Partners) With a nearly 7% yield and steady cash flows from energy infrastructure, EPD provides dependable income as part of a barbell strategy balancing growth with dividend strength. 5. CLS (Celestica Inc.) Celestica has delivered among the top returns in 2025, benefiting from demand in electronics manufacturing and AI-related hardware integration, representing technology and industrial sector growth. This blend supports a diversified, risk-aware mix of US tech, dividend aristocrats, infrastructure, and high-growth innovators, matching the proposed strategy of both long-term compounding and tactical opportunity hunting.
Just dumped 5k into the CLS 10% drop
Ehhh, they said the same thing about STX and WDC and both of those have ripped even higher. Probably same with CLS. Sometimes its better to jump on a momentum train then try to bet against it
Follow Citrini on X, or, from the sounds of it, he has even better/more in depth info on his substack. Guy has a knack for coming up with good names to buy, often part of 'themes' of what things seem to have the best looking future for the next couple years. Coming out of 2022, he recognized the AI plays, and some of the lesser-known names he got onto at that time were outstanding. $SMCI was more than a 10 bagger before he got out. He also saw the $SVB collapse and was short them months ahead of time. Sometime in 2024, he came up with "$CLS is giving me $SMCI vibes from 2 years ago" and sure enough, look at it now. It was probably in the $30 range when he mentioned it, and the sucker is over $300 now. Another 10 bagger when you hold for a year plus. SMCI and CLS, as I understand it, are data server plays, so, basically, infrastructure for AI among other things. NVDA is the chip maker, these other companies are infrastructure. His latest is a couple different robotics companies, as he sees that as the next thing that will get pumped with the AI theme. Integrating AI with robotics.
The sky is falling the sky is falling! 😅 AI boom is real, unprecedented profits for these companies. EME, CLS, PWR, NVDA, VIST- I'm buying more on the dips! Loaded up APRIL 8, getting near levels to do it again- selectively tho
The best thing that can happen for all the retards in here to get generationally wealthy is a 20% correction that will hit the AI stocks 50%+. AI is still a mega trend so it will let you buy stocks like STX, SNDK, WC, CLS, NBIS, IREN at generationally cheap prices. Similar to getting MSFT and AAPL in 2003.
I think maybe you are missing the picture. People told me that about CLS, FN, JBL and I can go on an on. Valuations matter and thats what you are missing and the potential here with Azure
CLS keeps printing 🤌🏼
The market is absurdly frothy. Recent impacts on Netflix and potentially Meta show that. CLS shows it. Share price oscillations absolutely disproportionate to the changes in performance - both ways. This is a symptom. We love lying to ourselves about it, we stop seeing that the rationalizations we use are exactly the same as every previous time.
Sorta difficult to answer that. I guage the trade based on how much the premium is, the number of of up/down earnings revisions reported in the prior 90 days, how much the stock moved after the prior earnings report and then I look at what the premiums are at for what I think the recent support levels are. The higher the stock price is riding vs its ath the more otm I’ll go. For instance I’ve made great premiums from mpwr but it’s at ath now and I expect people at some point to take their profits despite an earnings beat so not gonna play with this one again until a pullback. PLTR, AVGO, NVDA, COIN, CLS, CRWD, GEV, SNOW, STRL, TSLA are other ones that comprise the bulk of my trades. As the stocks go higher, instead of single contracts I increase the number of contacts at more otm stikes or ladder them downwards.
Because it's market cap is currently well over 1T....in the AI race, they are the big spenders...I would be looking for where is that money going? those are the companies I want to own currently. the growth room is kind of subdued in comparison to smaller companies....I'm not saying penny stocks...think AMD, QCOM, CLS, CRWV, APLD...just smaller cap companies that still have lots of room to grow....these companies could double, triple within the next year...I think the current upside for META would be 900$ per share, which would be a 28.5% gain (from 700$), which is awesome, but I would take the risk/reward on the smaller capped plays any day of the week, especially after a 800% gain.
Agreed! I take small positions each year in the top 10 stocks and usually cut some after a few months. I can pay for the subscription pretty quickly with few of the many picks I got from SA like CLS, APP, GCT, CREDO, and now POET. Just got into options and poet was my first buy, sold them after a recent run up. Had alpha picks for a few years, dropped it this year after they kept picking repeats. Like the quant and the ratings for each stock. Also like the trade tracking, have to import manually but tracks daily and total gains. Super annoying is I'll get a "strong buy" article then 5 mins later a "sell" article from a different author. Just have to do your own research