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$CLS

Celestica
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Celestica provides supply chain solutions and manufacturing services for technology companies.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Celestica: sole Google TPU supplier, liquid cooling leader, 50-60% cloud Ethernet switch share, 35-50% topline CAGR▾

Celestica transformed from a commoditized contract manufacturer to critical AI infrastructure partner: sole supplier of Google TPU servers, dominant in cloud Ethernet switching (50-60% share), leader in liquid cooling and 40-layer PCBs, with multi-year design-win visibility driving 35-50% revenue CAGR and expanding margins.

alexT1Invest Like The Best2026-06-09
confidence 88 / 100impact High
key themes
  • AI Coding Agents100%
  • Frontier AI Models100%
  • AI Hardware & Chip Architecture100%
  • AI Infrastructure100%
  • Public Markets & Valuation100%

bull thesis · 1

95 / 100
  • •Celestica: sole Google TPU supplier, liquid cooling leader, 50-60% cloud Ethernet switch share, 35-50% topline CAGR

bear thesis · 0

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mentions · 1

Invest Like The BestWhy the AI Boom Is Just Getting Started1 mentions · 1▲ 0▼ 0○ · 4 months ago
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