$Celestica(CLS)$ This one feel

$Celestica(CLS)$ This one feels solid to hold. With the CCS (Connectivity & Cloud Solutions) business continuing to scale, hyperscaler customers now account for over 50% of revenue, plus clear order visibility on the 1.6T and 3.2T platforms. Tianhong Tech’s strong execution and first-mover advantage are making it harder and harder for competitors to catch up. Watching the thesis play out and the gains follow feels just right.

Winning Trades

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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