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
CLS Rambus, AI names falling hard. Hype baby
My new strategy is big tech only Seeing POET -50%, RMBS -10% (AH), CLS -10% (AH) making me risk averse
wtf happening to CLS, smashed earnings yet making me a community member
INCY CLS and CNC were sketch I think...
$CLS Celestica reports Q1 adjusted EPS $2.16, consensus $2.08 Reports Q1 revenue $4.05B, consensus $4.05B. "Celestica delivered a strong first quarter to begin 2026, achieving revenue of $4.05B and adjusted EPS of $2.16. Our solid results included adjusted operating margin of 8.0%, a new milestone for the company," said Rob Mionis, CEO. "We continue to see accelerating growth from our CCS customer base, alongside increasing profitability in both our CCS and ATS segments. Driven by this momentum, we are raising our 2026 annual outlook to $19.0B in revenue and $10.15 in adjusted EPS. Our outlook for 2027 also continues to strengthen from just 90 days ago, supported by new program wins as well as improved forecast visibility with our customers." Sees Q2 adjusted EPS $2.14-$2.34, consensus $2.13 Sees Q2 revenue $4.15B-$4.45B, consensus $4.17B.
Anyone bought CLS before earnings?
CLS straddle for earnings, already up 10%
Got a CLS straddle, lets see how this goes
How did CLS earnings do last time?
Opened Monday April 27 - Calls: GLW • AMKR • SANM • RMBS • INCY • CLS • CNC - Puts: ITRI • UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*
CLS lowkey best 5yr return stock in the market
Usually am excited and waiting for this week but not this Quarter as shorting AMD MRVL AGX CLS TXN costed me 5K and no more powder Good luck to you all I would have brought shares hoping for some gap up and sell if i had money So you know am a loser and you can inverse me now.
I had CLS. Made 20%. Then sold 2 weeks ago. 🤦🏻
So annoyed I sold CLS 2 weeks ago...
I don’t mind crash or pullback as i been shorting SPY AMD MRVL CLS and down 2k already
Buying CLS at $9 and selling it at $30-ish. It's almost $400 now. I bought it again at $225-ish and sold at $310. I might have to buy it again. Sighhh. If I had just held it in the first place.....
I took profits on a few of my bigger positions (COHR NBIS AMD CLS CRDO) , as the short term graphs were looking uncomfortably vertical
Anyone know why CLS has been skyrocketing?
Why is CLS so unpopular on WSB? I have never understood
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
If AEHR gets anywhere near $40 again, buy it. It's going to do what CLS did the last few years, mark my words.
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
Short time horizon for 5-10x. IONQ could hit that in 5-7 years. DeFI has a chance of this in your time frame. 3-6x in same period- a whole bunch- ALAB, INOD, CLS, ANET, SoFI, CRWV, DASH, IOT, SEZL, SHOP to name some I think have a strong shot at 3-6x in 3 years
Well I bought APP at $40 after it tripled. People were like - I can't buy something at all time high! I sold it at $450 a year later, and it went to $800. Bought CLS at $60, same story, had already gone up, but now its $400. You can buy on momentum, not just all time lows.
I have been selling call and put monthly options for CLS in the past few months. It's perfect when the stock is in the range 250-300. I don't mind owning if it falls below, or selling if it goes above. Usually pick the ones that are selling $10-12/per contract on a day that it spikes or tanks for no apparent reasons.
CLS - sold too soon and missed another $200/share, d’oh!
I invest in a mid-cap stock from Toronto called Celestica (CLS). They make hardware and support hyper-scaler buildouts for the AI industry, not as vaporware or promises but actual "picks and shovels" product. In one year CLS is up 180% and analysts rate it hold or buy. It's been a great stock for me.
I sold Ter with a big profit. I dont feel like they will continue to move up. COHR and ONTO are great plays. I don't think either have reached their potential. LRCX and ALAB are also good picks. I own them all and they are on sale. I've held them for awhile but am in negative land with Onto and Lrcx. Ill continue to hold. My entire portfolio is wrapped around ai data center builds. I do not own Tsm or any stock that isn't owned in the US except CLS which has kicked my ass and I regret the buy but honestly think its a great stock in the but zone.
I hold some of all the main ones mentioned here all over, but I never see people mention these companies that have been doing solid, any holders? TER Teradyne CLS Celestica AMAT Applied Materials And I'm hopeful for POET too
Traditionally they have had very poor margins, even now being AI hardware integrator not great margins - however market is wiling to overlook that somewhat if growth picks up... ala CLS too
CLS hasn’t moved for several months already….. God don’t know why…
If you invested $20k in CLS in Feb 2024, you'd have $150k now
Bought CLS at $9. Sold it at $300+. Started getting more attention on Reddit later but when I bought it back in 2022, I think, it was not on anyone's list.
Its staple in my portfolio owned since 20s USD made money on leaps, still lots of good news coming for CLS
ANET founded by Andy Bechtolsheim after Sun Microsystems. Stellar engineering culture. AI infrastructure, networking switches - sell to hyperscalers. Often buy advanced network chips from Broadcom AVGO. Compete with Cisco and hyperscaler in-house “white box” switches. CLS also makes and debug switches for hyperscalers. These are companies receiving the capex from hyperscalers.
Oh I’m surprised that CLS was losing money, I always thought that it was a strong stock and was always trending up, I really thought about getting in but felt like it was already too expensive
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