Reddit Posts
Pre-Market Gainers and Losers for Today (June 4, 2026) 📈 📉
Real portfolio alpha comes from conviction: When that "nice profit" actually turns into a 10-bagger
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is Celestica still a good long-term investment after its recent run-up?
Am I doing this "full port" + covered call thing right?
Which of these 10 stocks do you think has the most potential? I'd love to hear your suggestions...
Should we actually care about the TPU vs GPU war? and why Celestica wins either way.
12k to 317k in Roth IRA over 4 years. 27 years old.
Is Celestica (CLS) the quiet “picks & shovels” winner of the AI build-out?
Am i spreading my investment too thin in these tech companies?
CLS $160 Call – Fast In, Fast Out. +82% in 1 Day.
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
CLS earnings tonight they’re going to crush it
CLS earnings after hours today...I like the stock! Down roughly 45% from it's peak in June of this year. Profit, revenue growing at astounding rates.
Full port CLS! Calls CLS!
Why no one talking about CLS. Blows my mind. Pics and shovels people
Down over $120k since October 6th, biggest losers, AMD, LITE, COHR, AVGO, MRVL, AMZN, GOOGL, MODINE, CLS, NFLX. No options. Just shares. How brutal is this? Just looking for someone who experienced similar losses. 16% off from all time highs on my port.
https://preview.redd.it/al93hiptm9xh1.jpeg?width=1206&format=pjpg&auto=webp&s=c66715c3eb4d317cf38cbb99e8d5b0f427d8a489 100k on CLS
Just bought 364 shares of CLS, let’s go!! https://preview.redd.it/w4d11qbhk9xh1.jpeg?width=1206&format=pjpg&auto=webp&s=fbbcdb2d3ed4d1395b2d533d63530392ff60c91c
CLS earnings are on Monday, just FYI....they have been clobbered this past while, and in fact turned red for the year this past week.
CLS, HPS-A(Hammond power solutions) - 2 canadian companies that are doing great!
ok, I'll bite. Take CLS (celestica) for instance. AI hardware manufacturer through and through. Their eps (earnings per share) are increasing at an alarming rate, while it's share price sits stagnant for the past year. I get it had run up past it's value, but now, you can't tell me that CLS is not at least a 400+$ stock base on current, and future profit growth. And I am seeing shit like this everywhere, where the numbers are just way too good to pass up.
20% Nbis 20% MU 20% CLS 20% ALAB 20% COHR. Let’s ride
The big struggle for me is how long to hold MU, and NBIS. And to a lesser extent CLS and CRDO and LITE and all that other shit. Feels like it's smart to cash some out but it also feels like you might be leaving another 50-100% on the table on some of these. And where else would you put your money, AI is the only shit doing anything.
Agreed, I trade CLS (Celestica). Congrats!, by the way. I'm curious, looking back at your GLD trade, in the future would you sell a portion and hold some? I imagine you were surprised when it continued going up? Or did it really seem exhausted when you sold?
I mean there is still lots down if its gonna get chugging again tbh - AVGO, CLS, CRDO, FN, etc, etc
CLS - You can thank me later
Interested in these companies for a buy and hold for years: LITE and AAOI for massive **800G and 1.6T transceiver demand and for the photolnics potential** VIST to capture the massive revenue growth from the surging electricity demand of AI data centers and the clean energy transition NVT for cooling solutions CLS for its connectivity field
Everyone full port CLS until 3 then let’s all sell
Mainly NVDA, GOOGL, AVGO and MU. Yes it's an over concentration but I do have my thesis for that and I do not believe the AI bubble will burst any time soon. I'm also considering another smaller position, like 15-20k or something, into something slightly riskier and I'm currently evaluating one of these: CRDO / CLS / TTMI And I'll probably invest another 8-9k in a moonshot stock, still unsure whether it's going to be AMPX or ASTS or APLD or something else. In general I tend to choose a pool of candidates, and decide which one to go based on the entry price. Set several alerts and see which one goes into the optimal price range and go for it.
Someone do a CLS strike call of $500 for me for tomorrow please
CLS been on a crazy run last week and now this week.. wouldn’t even bother with ORCL at this point lol
CLS, just buy shares and hold for 5 years....you will not be disappointed.
howd ur CLS position do? make it out ok?
Like 100 CLS calls or something idk I am basically gonna own a big chunk of the company
I sold my CLS calls too early at just 100% 🤦🏻 now it’s already 350% lol
CLS...hope y'all listened the other day (mind you, I could say that about pretty much any tech stock today!)
Go CLS you’re doing amazing sweetie
Yes CLS you’re doing amazing sweetie
Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Next - Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Celestica (CLS) — Quick Reddit Consensus Snapshot Investment Thesis & Growth Drivers • AI Infrastructure Exposure: CLS is repeatedly framed as a direct beneficiary of AI/data‑center capex and high‑speed networking demand. "This isn’t just another contract manufacturer anymore; it’s becoming one of the key suppliers enabling the AI infrastructure boom." • Large Revenue Re‑Rating / Guidance: Management's aggressive FY guidance is central to bull cases — "the Q1 beat... their new 2026 revenue outlook: $19.0 billion." • Picks & Shovels Positioning: Supporters argue CLS benefits regardless of which AI players win because it supplies the physical networking/assembly layer. "They build and integrate things like servers, networking gear, storage systems and aerospace technology." Valuation, Risks & Dilution Concerns • High Valuation / Volatility: Multiple posters warn CLS trades at stretched multiples and is volatile. "I’m interested but extremely concerned with overvaluation here, the $ 300 range seems more like a ceiling at this point." • Equity Offering / Dilution: Recent equity raise sparked pushback about dilution and purpose of capital. "The base offering therefore increases the share count by roughly... 8.4% dilution - I'm not happy about it, but I get it." • Customer Concentration & Execution Risk: Repeatedly flagged as a core risk — big hyperscaler exposure and the need to execute capex. "Main risk I see is customer concentration + AI capex cooling." Market Behavior & Sentiment • Highly Cyclical / Sentiment‑Driven Moves: Redditors note that CLS often moves with sector/market sentiment more than fundamentals. "If MSFT can -12%, CLS can -15% just because ... gotta swing it nowadays" • Strong Past Returns, Mixed Positioning: Some investors report outsized gains and ongoing conviction; others sold on valuation or insider moves. "I had 140 shares and after going up 400% sold half... Going to hold the remaining 70 shares into 2026." and "Nope, they are cashing out on the very high valuation." What Redditors Are Doing / Suggested Approaches • Buy-and-Hold Long Term: Bulls who view CLS as a structural AI supply‑chain winner are holding or adding: "Personally my favorite stock... after a breather and maybe another leg down I would add but I have a pretty big position already." • Cautious DCA / Wait For Pullback: Several suggest averaging in or waiting for digestion after strong runs: "I did add more, slowly, but recently got burned by CLS too many times, kinda losing faith in it..." • Avoid / Take Profits: Contrarians cite overvaluation, dilution or sector risk and either exited or avoided adding: "Got out of it a while ago. It's very expensive." and "in revenue this year. In" Direct Quotes Illustrating Key Views • Bull thesis on AI demand: "of these higher-profile AI names, CLS seems to have less hype and attention, despite being exposed to similar demand tailwinds. A few things I’m trying to understand: \* Is CLS still in a strong long-term" • Dilution tradeoff debate: "A lot goes into this question... More debt means more cash flow needs to be used to service that debt... sometimes a company does both which is the double whammy." • Volatility reminder: "Its just going down and down.." • Hype / caution: "in revenue this year. In plain English, they're guiding to add more revenue in"
Loaded another 5k into CLS before close…. My genius is showing holy
just so you guys know, CLS is on sale, like really on sale....CLS...your welcome
That's the bottom for CLS around 282.
CLS. Just initiate position around 300. Their conference call and projection is really good
I feel like $CLS and $STRL have good to be at good entry points right??
I hold a little COHR, also had LTE but feel like it's v expensive and there'll be better opportunities. I prefer micro caps for now with great potential upside but obviously higher risk. POET has been great to me, 3x and already got back my initial investment. Also really like SIVE at these prices, both more likely to take off in/after 2027 than any time soon. Adjacent plays that are safer with a broad product and established customer base are TER Teradyne and Celestica CLS for providing the networking, testing, switches etc.
I may just stick to CLS, could get positive exposure to multiple ai earnings through one stock.. hopefully /:
But honestly CLS is a better bet, been having some upward momentum today
Hood, Rddt, CLS. Robinhood to me represents the financiaization of everything, they somehow manage to be at the forefront of every new financial product from crypto to prediction markets and now trump accounts. Reddit has enough DD so tldr: Data deals, growing advertising revenues Celestica is lesser known but super solid AI infrastructure company supplying Google and other hyperscalers.
Right now STRL is at the top of my list, followed by CLS and FN. STRL has the cleanest gap between what the market seems to be pricing and what I think the underlying business is showing. CLS has stronger growth but a higher expectations bar, while FN is interesting after the reset but I want better FCF conversion. I’m not treating any of them as “buy at any price” though. The entry still has to make sense relative to the thesis.
Nvidia, Nebius, SMCI, Samsung, SK Hynix, Asrock Rack, Micron, CLS, Sandisk, Dell, Adata, and the list go on Most have like half the valuation of Reddit or less, but go use GPT for all this you muppet So to conclude: personally I think Reddit will go up, but it's valuation isn't there, the market has concerns about its core business model AND its YoY growth is also to be found elsewhere but combined with better valuation
Any jan 27 calls stand out as a screaming buy I finally have some money coinciding with a dip. looking META, CLS, COHR, AMD, AVGO right now.
Well good thing I sold my EWY XCHP and CLS before markets closed 😂
Google suppliers AVGO CLS and WULF are likely mis-priced under what they should be given all of the dilution and bond issuance GOOG has cursed on us holders over the last six months. Go long.
Stop looking at that shit and look at CLS.
Celestica Inc. (CLS) is freaking the fuck straight up.
Anyone have bought $CLS or $MCHP? I wanna hear your thougs
Might I advise picking up some Celestica Inc. (CLS) today? They diluted last night, it dived -10%. Google is their prime customer. They are going to be making a fuck ton of money.
CLS doing an equity raise — dilution is the trendy new thing
incoming major CLS DROP new issues were announced
WTH happened to CLS Celestica?
$CLS $BFLY $AVGO let's ride baby
Things are already in motion though CLS acquisition gives them established channels with clients for when they launch chorus
So far, well-run companies doing well in the AI boom continue to do well — CLS, APH, GOOGL, MSFT. Once this summer selloff wraps up, you’ve got your buy lists. META on the other hand…. Lolol
Happened to CLS. Popped to $340s yesterday, then took a dump this morning to $305 only to close out at $350.
Yeah as long as we hold we will rip imo. We just had some of the high beta stocks flush out 50%+ and STX and BE and CLS and GLW reactions to earnings were good which means there's still appetite for the AI trade. Big flush needs a bounce eventually and I'm timing it as once we get FOMC resolved. Maybe it's on Friday after big tech earnings though but I doubt it.
CLS mooning 10% is very good for AI.
Good time for CLS to have blowout earnings lol, saved me some losses today
CLS difference between 9:30am and now prices went down and then way up what happened?
Sometimes not looking at your app pays more. Shorted 200 shares of CLS at 343, slept and covered just now at 310. $6600 for sleeping overnight without worrying about anything. Someone told me that position size is everything. If your position size gives you sleepless nights, then rethink.
How in TF did APLD and CLS go red
What are we thinking on CLS?
Is Micron stock price is crashing but they are still signing long term deals at high pieces Apld had a fantastic earnings call yesterday CLS smashed it. Yet our entire market is acting like it's china's and Koreas bottom bitch
CLS with decreased guidance, APLD running big numbers on top of massive lloans... I'm out on both.
Thought I bought the 2x bull etf of CLS. Instead I bought it for CLSK....
now you have $107k of CLS, nice
YESS CLS I finally got something right
My broker disabled CLS … why
CLS getting ready to shit the bed
Yo genuinely what is even happening with CLS?
What’s even happening with CLS? Earnings not out yet?
if bullish on data centers, bullish on CLS because they make a lot of the important hardware for them
CLS shares in earnings