Celestica put up a strong quar

Celestica put up a strong quarter, with revenue up 83%, networking up 23% from the prior quarter on hyperscale switch programs, and a first look at 2027 of $40 billion versus $21 billion this year. The sequence stands out though. $Lumentum(LITE)$ ran 9%, $Coherent(COHR)$ 6%, and $AXT Inc(AXTI)$ 8% during the day before the number even came out, while Celestica itself slid 5%. After hours it jumped about 10%, with $Celestica(CLS)$ finally catching up to its own suppliers. Investor Day is at 8 AM, so the question is whether there's real follow through in $Applied Optoelectronics(AAOI)$ and the rest of the optical group after a print this good, or whether the move already got taken. What are you watching?

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