CLS
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Invest Like the Best 1mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“OpenAI loves TPUs (or their designs)”Zephyr
Celestica is the exclusive system integrator for OpenAI's Jalapeño racks, securing a multi-year hardware build-out contract.
CLSLONG@ $374.62
$335.41-10.47%
since call Jun 24
LONGPOSITION1mo ago
“we noticed they were the sole supplier of the Google TPU server and we're like, oh my God, this was like 3 years ago. Stock was trading at 8 times earnings”Invest Like the Best
Celestica goes from commodity contract maker to critical AI infrastructure with 50-60% Ethernet share
CLSLONG@ $378.39
$335.41-11.36%
since call Jun 9