CLS

Lazy-Departure-5291

CLS $347.5 calls

SirBobPeel

CLS is growing its earnings at 30% annually vs FIX at 13%.

Togocharlie_451233

Anyone playing Celistica CLS for their earnings?

HypnO_29qc

EOSE, CLS (celestica)

Next-Alps3355

CLS fucks

coffee_TID

Every one has been sleeping on CLS. Posts here about it a year ago got mocked. Have been in and out of calls since 2022 and up well over 100K. Currently holding 230 and 260c for Jan 26. Earnings next week.

_Walpurgisyacht_

Wish I had a larger position in CLS from before.

Aevykin

The returns have also been impressive on this one, but the PE is nearly double that of FIX. I think CLS has gotten quite ahead of itself on the share price, I’d be cautious.

SmokedCowTaint

celectcia CLS

medphysik

always, current list APP, CLS, PLTR, RKLB, HOOD

Euphoric_View_3555

Look into Celestica (CLS). This is a great company and does some AI stuff but it has popped off recently and I feel it will be hit the hardest during a crash. I sold last week and if it crashes, I will buy back in.

dvdmovie1

"So in my portfolio , i've got : - Nebius - Celestica - Credo - Vertiv - Seagate - Sterling infrastructure and Argan" Most of these are up 100-200%+ YTD. Focusing entirely on the hottest names/themes works until it doesn't - people "can't own enough" of these kinds of names until you get an early 2025 and all the sudden it's "too much of a good thing" as something like CLS loses half in 2-3mo (as it did earlier this year.) Things can go a lot further than anyone expects in a market like this, but I think it's fair to say that when something is up 200% YTD and the year still has a couple months to go, it's probably not early innings for the name/theme. Nothing against any of these names in terms of the businesses, it just becomes imo at some point the risk/reward starts to get somewhat less appealing as everyone keeps piling into the same names. When the turn happens like it did earlier this year, all the people 110% risk on in all the popular names all start to de-risk (aka puke) at once. I've had a good year and gradually trimmed a fair amount of AI exposure lately. Looking around, there's been some decent opportunities in non-AI names well off highs. In terms of popular AI names, there'd have to be at least a 20-30% pullback before they'd get interesting. "I've got in my watchlist Bloom Energy but I feel bad when I saw some analyst saying the partnership with Oracle and Brookfield are not big deal ..." I invested last Summer and am already trimming. The kind of returns from a growth theme that one used to expect in 1-2 years are now happening in 6-12 months or in some cases much less. I get the appeal of the company but it went up over 300% in a matter of a few months. I owned a small position in FLNC in the single digits thinking I'd add more and all the sudden it's in the 20's.

jad314

My top 5 are: CLS, META, NBIS, AMZN, MSFT.

robotexan7

in my aggressive growth portfolio, the largest positions are AMPX, PSIX, CLS and NUGT (all holdings started as equal positions when I opened them, these outgrew all the others). In my 401k the largest is VOOG. What I’m watching: NUAI, MP, UAMY

livingthat805life

I agree with this. I started doing something similar the past three years. Had some stocks I believed in, but put everuthing else in SPY and treated it like a checking account, meaning if I needed mone for a trip, or a home repair I just sold it and ate the taxes on it. But every time a stock caught my interest I sold SPY and moved it into that new position. I literally keep less then 1% of my worth in my checking account. I'd rather make money on the market, and pay capital gain taxes on the profit then let it sit in cash. I do realize we are in a big bull market and this won't always be the case, but atm it is. So just embrace that. At this point I have been engaged in the market enough where I am down from 50% net worth in spy to like 3%. So now I spent the last year parking extra cash into CLS, and AVGO versus into SPY. The rationale being I love these stocks and the returns should beat SPY, so use those as my "cash" account. It jsut comes down to letting your winners run, finding companies you have conviction in (for me HOOD, AVGO, CLS, PLTR) and just put whatever extra cash comes your way into those convictions. If you do NOT have any convictions just put it in the SPY or QQQ. No stress, you will do better then the 5% money market cash traps and way better then sitting in your checking account.

NervzOfSteel

$CLS new PT from the GS geniuses $340 Pump Pump Pump

discovery999

Have a good look at CLS. Killing it so far at 181% ytd and the last few years have been phenomenal. These AI chips need to be installed by a competent electronics manufacturer.

vanibanz

Spread your money: NBIS, GLXY, CLS or just get an ETF like SPMO/VGT

CanuckCartel

You mean the same 28BN CLS that is the top performing on the TSX? Same one that’s done 300% + YTD?

reflectedstars

Do you mind explaining how Celestica stands up vs ANET? Are they direct competitors? Why CLS over ANET? I thought ANET was the market leader in the highest end networking.

MajesticBread9147

I have two 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 (as opposed to sliced silicon crystals) meaning they use less material, and this semiconductor is significantly better in high heat environments, whereas silicon panels get less efficient when they heat up. 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 $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.

Educational_Slip_848

It was CLS it’s risen 237% in the last 6 months I figured it was time to derisk

zangor

People say that looking on Reddit for stock advice is bad. But I’ve had success with it. I would have never known about VRT, CLS, or RKLB before they blew up.

makeammends

Oh CAnada! I dipped a toe into CLS for that reason, not deep enough but +440% on it so far a lot o maple leaf.

MajesticBread9147

A picks and shovels pick is CLS. 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.

vk270305

I’m a beginner and I recently discovered CLS. I’m thinking if I have spare money like 5k better to invest here than in an etf, say I want short term. 3 months. What do you recommend?

unibash

As others said, NBIS IREN is still very early CIEN LITE CRDO CLS RMBS

MajesticBread9147

For networking you forgot CLS for networking. Celestica is used by the major cloud providers for high speed switches. They specifically target hyperscaler customers (Azure, AWS, Google cloud) so they are high volume. Networking speed is key for AI/ML applications, second only to the GPUs/ASICs themselves because different clusters of GPUs need to share massive amounts of data with each other. And each rack of servers has at least 1 or 2 switches. Speaking as somebody in the industry.

Hungry-Square4478

Don't buy the shovel sellers. Buy those who make timber and iron for the shovels. They have reasonable valuations, too. COMM, STRL, TSM, MU, WLDN, CLS etc. And then gold diggers >> gold. Still lots of undervalued ones with 150% margins.

clemdane

I've got a bunch of those on watch - AVGO, DELL, MU, OKLO, MRVL, CLS, INOD, STX

M4K4T4K

I'm getting 23.84% in past 6 months(since march 13) according to tradingview. \~38-41% increase if you happened to time it to a 1 week window in april until now. Boeing had a 70% increase from its low point in April to its high point a couple weeks ago. 45% for Ford as well.( which had its high point 2 months ago), USFD 37% from its low in april to july CLS 171% in 6 months, STX 125% in 6 months.

M4K4T4K

I feel you. Why has no one said anything about CLS or STX? These are large companies with \~$40B market caps that have been experiencing incredible, and stable, growth this year - and going back many years. 99% the recomendations I see are either for a top 10 mega cap everyone already knows about, or some shitty penny stock. Now fair enough, if the sub-reddit is literally r/pennystocks OK talking about penny stocks is reasonable then. But it's like if a company is worth between $5B and $100B it doesn't exist. Heck, even Ford has been good for 21% growth in 6 months. Boeing as well - 34% in 6 months, US Foods - 23% in 6 months. Those are companies I think a lot of people would like to be recommended.

EmployerOk9418

I’m with you on CLS never heard of it till you mentioned it, but now I see why it’s been running. I feel like after tech, the next big wave is gonna be robots. You know any stocks in that space that are still cheaper than CLS? Also, your picks are fire man, solid list.

gorram1mhumped

BBW CLS and to gambol RDDT

Secret8898

ORCL earnings after close. Oracle projects Cloud Infrastructure Revenue to grow from $18 billion this year to $144 billion in 4 years ! ORCL is heavily dependent on NVDA. CLS as well. Both riding the ORCL wave after hours.

MZN0

CLS's a monster

Due-Distribution549

I’ve made wayyyy more than that so definitely a no brainer. And I meant to say I made significantly MORE than double the S&P500 returns and of course one could say it’s the market overall etc but however the S&P doesn’t reflect such a krass gain. I also doubled and tripled down on some of their picks that had VERY high returns like CLS. My ratios don’t exactly reflect theirs as I’ve only bought their “Strong” buy recommendations. Trying to get my family / spouse to try it out but they’re slow adopters.

Fabulous-Policy-2158

Celestica (CLS). Silently making its stride in the AI deployment support. One of the best ones traded on TSX. Has grown steadily since last year and a half and expected to continue its momentum till 2027 atleast.

PackNo8934

CLS thought pls

vanibanz

Celestica (CLS)

AdamGSMA

CLS Celestica has been my highest performing stock 491% gain in the last year. It may continue on that upward trajectory.

TedO_O

Celestica (NYSE: CLS)

StickFigure1988

you are all wrong! just buy CLS and be happy for the rest of your life

Sweet-Animator5401

CLS the canadian stock?

liam30604

I invested in CLS a couple of years ago in my small portfolio and it has blown up since then. I'm now sitting at about 55% of my portfolio in just CLS, with some of the remaining being in MMM, RKLB, LQDA and HPE all doubling their return or more. I'd like to make some moves and add some other stocks to my portfolio by selling off about half of my CLS shares and getting around $4,000 from that. What would be some good, safe stocks that I could add with that return? Or should I just get more shares of what I currently have?

Extension_Book1844

There are ton's of stocks that do well that nobody talks about. Look at CLS. I got in SSRM at 4 but sold to early at 12.

WooWheee

CLS 240c WAS A 150X AT OPEN WTF

Thisispaartaaa

CLS - Before you say "it's already up XX" yeah, but it can easily double from here....this fucker is going to keep going.

_hiddenscout

Still always in awe of the some of the names you can find in the market and ones that are brought up here sometimes.  Feels like we don’t talk as much about individual names, but there’s been some great ones.   Still remember when CLS was like 40 bucks a share lol. 

ImLemonized

Not buying CLS at $180 and APP below $400 now really hurts :((

M4K4T4K

My question is: Why the hell were we all so excited about LULU? It's price action is absolutely horrible, and yet I got suckered into buying it just like the rest of you. We could at least get excited about something like AMG, CLS, CRDO, or STX. Seriously. Check those out. I want more recommendations like that.

Aretardinvestor

Yes, but it's still under 10% net margins and you're currently paying 57x FCF/share. CLS would have to FCF per share at a 30.7 CAGR for the next 10 years to justify your investment at today's prices. If you think they can CAGR FCF over 30% for more than 10 years, sure, it's undervalued today. I honestly don't think they're even close to making that happen. But hey, that's what makes markets 🤷🏻🤷🏻

FatFireCat

ok, thanks for the tip. when the market sees it and rewards it i can definitely see it as a good stock. btw CLS net profit margin grew by 25% this year…

Aretardinvestor

I'm not saying it's a bad stock, I'm saying multiple is stretched and I don't see them making me alpha at today's prices 🤷🏻🤷🏻 I rotated from CLS to HTRO which is a European company that specializes in fibre optics and building data centers (It's also much cheaper ;) )

Aretardinvestor

The problem is, CLS is growing because of server demand for IA, how can you know when demand will stop growing because too many data centers are being built? Then there's the PE, a PE of 22 is quite high for a business like CLS with <10% net margins. And a PEG of 2 is indeed horrible, ideally you should only buy companies with PEG <1.2... A fair PE assuming terminal growth would be somewhere between 12-18, 18 being quite high already. Not trying to tell you what to do here, CLS was an 8 bagger for me, I've made a lot of money with it, but you have to know when a stock is cheap or expensive and CLS is really expensive rn. My fair value for CLS sits around 110 USD and I've I said, I have friends who work for CLS and that's why I've made so much money with it, they made me buy early :) Not saying it couldn't run higher, ofc it can, but future expected returns are IMO quite low compared to just 3 years ago.

FatFireCat

Yeah, I saw your comment about CLS being PE 50+. I think the PE is about 42.34 quoting Yahoo Finance. But that is not the hart of the matter. When it comes to growth stocks I don’t like to use PE, I rather use PEG . PE is for value investors and stagnant growth companies. CLS sales growth TTM is 20.52% which puts its PEG at 2.06 which ain’t that bad. i’d like the PEG to be between 0.5 and 2.0. i know the s&p 500 average is PE = 22, but not all of those stocks are growing. Do you usually value growth stocks with PE? And yes I agree, when the stock stops growing it is time to get out because it is probably overvalued, but CLS sales growth is up from 14% last October. Anything you can recommend? (it would not be financial advice…)

Conscious-Foot-518

Non Big Tech AI Stocks - interesting exposures in engineering, utilities & electronics MRVL CLS POWL STRL Also like UNH, LLY & NOVO in healthcare.

FatFireCat

Unfortunately it is only a daily snapshot. I’m up overall 8%. Best stock is K.TO at +35% and worst is WLDN at -4.9 %. You are right maybe I’ll switch CLS for Google :). Let CLS first mean revert though…

BeatingTheTide

You would be amazed at the insights I get by asking these questions on Reddit :) I am too concentrated in tech (TSM, CLS...) and industrials related to AI/power generation, so I am trying to bring some balance to my portfolio, but I also try to avoid commodity companies. But this was is so well run I had to take a look.

_hiddenscout

Just imo. I’d hold CLS, solid company and not a valuation.  OKLO is still more of a speculative play and I would take profit if you needed the capital or wanted to move things around. 

Ordinary_Statement

are we holding OKLO and CLS? Up 40% on both and very tempted to sell. Also up 21% on RCAT and tempted to sell, not sure how I feel about it long term

Impossible_Abies_696

Don't take it too bad. Most of us have. done that. I just did it with CLS. Now just along for the ride. The rest of mine are doing well through. I've learned put my eggs in different sectors and baskets to minimize the risks and maximize the opportunities. Take it as a learning opportunity.

TonalDrump

Will PLTR and CLS ever go up?

DiamondMan07

That thing is never getting to 230. This ain’t a cash machine like APP or CLS my friend. This is a company that did 400mil in revenue with a 400bil eval…….

vaksninus

rddt. 1. I think their earnings where very bullish and I expect great things from it. The earnings has created in my perspective a new floor and the trajectory of their financials are very positive. 2. both retail and institutions have a large stake in it 3. it is needed for AI (it is the best source of knowledge imo., when filtered correctly 2025) 4. They just turned profitable and have a very high margin rate close to 90% 5. Eventual potential sp500 inclusion 6. Just a very good product; I can see myself holding it forever just like nvidia since I actually know what their product does, I have used rddt for 10+ years at this point. 7. On the rddt ipo subreddit you can see the founder talk, I have seen him present his views after they just IPO'ed and he really seems capable and like he knows his business. I have a degree in software and imo. he is quite capable. Competent leadership is needed for a long term hold. Another stock I have followed for long is, but am mostly in rddt atm is CLS, it is datacenter stock with good fundementals and relatively low P/E.

helospark

List of stocks that are >80% of their dot com highs, while being lower between 2002 and 2023: Symbol DotComPrice CurrentPrice MaxPrice(2002->2023) ARMZX 9.91 9.19 9.79 ATRS 5.88 5.59 5.59 BELFA 42.75 111.60 38.52 BK 61.54 99.81 61.47 BLX 37.60 39.33 33.52 CLS 77.25 194.74 19.40 CNP 36.63 38.81 32.27 CNXN 66.00 60.96 53.26 CSCO 80.06 67.11 63.53 EHC 68.18 108.53 67.91 FLEX 40.78 49.52 22.55 GE 284.44 269.38 200.08 MSTR 134.32 366.63 92.78 NIM 11.45 9.17 11.26 ONB 25.17 20.40 24.74 SONY 27.41 24.37 25.26 THC 162.37 158.09 88.11 TSDOX 10.24 9.24 10.22

JosieA3672

You can have an algo in a patent, but the claims can't only cover something that is completely abstract (like the model only by itself). In other words, there has to be some kind of non-abstract mechanization or other real world embodiment that isn't just something on done on a computer. See Alice Corp. Pty. Ltd. v. CLS Bank Int’l, 573 U.S. 208, 216 (2014).

AluminiumCaffeine

GOOG, MSFT, and AMZN all just said they are supply constrained on HPC cloud compute. COHR, ANET, CLS, NVDA, and AVGO all had tremendous Qs... one small cap crap-co does not a data center demand weakness narrative make

Junior_Poem_204

Thanks. I think there is a bubble in tech but probably you are right. After the liberation day I bought NVDA for $100 and CLS. The instrinsic value for NVDA was $103 and I sold exactly for $103. Look what happened! Same in CLS, it almost tripled since then, way more than intrinsic value. COST is also always overvalued but amazing stock and company.

WallStreetBetsCALLSS

Sometimes when u lose money on stocks that go straight up you know it’s time to take a break LMAO mainly lost on CLS and CDNS panic selling fml

JohnNasdaq

Woof. Good thing I didn’t buy those CLS calls this morning

mfrag_2

CLS still printing how high will we go

mfrag_2

VRT and CLS were around 60 in April

RoorrippeR

guess you didnt buy any CLS calls yesterday!

mfrag_2

Surprised no one is talking about CLS up 215% since April 20% today and they have been crushing earnings MK Is 23 Billion

mfrag_2

CLS up 215% since April and 20% on the day

1baby2cats

I'm surprised CLS not making the wsb rounds. Up 18% today to ATH from stellar earnings report. Up 110% YTD

mfrag_2

Why does no one talk about CLS

mfrag_2

CLS

Next-Alps3355

CLS 🚀🚀

Dry-Entrepreneur-899

CLS big moves coming today

judgefriendlyhand

Fuck yeah, CLS!

Tigulla_SRT24

Wow CLS rocket 🚀 ER

ErinG2021

CLS up 10.4 % 🎉

zangor

I bought shares of CLS a year ago. Still have no idea what it is.

MarginCuck

Imagine not buying the dip on CLS this year 😂😂😂

Euphoric-Magazine300

How come no one talks about CLS? What a winner.

Asheo

CLS is life lol

Next-Alps3355

CLS 🤌🏻🤌🏻

FinanceGuru1900

Missed out on CLS

GoZukkYourself

CLS revenue up 21% YOY!

AluminiumCaffeine

CLS, RMBS, CDNS, and AMKR all look pretty solid

summerling

CLS unbelievable, thought for sure it'd crash. Hope this holds.

Smooth_Ferret8081

Thank you whoever told me to buy CLS from here. I just did not buy enough bc I’m a poor ass

SleazyAsshole

CLS flying

Smooth_Ferret8081

CLS 🚀

AdPurple4902

CLS new ATH

ErinG2021

Calls on CLS 🔥

RealWooWhee

CLS puts

Emilstyle1991

CLS already went x10 in 3 years, gains are mostly gone. Good company tho