NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOGL
Alphabet-A
-- 154.330 
Celestica, the unknown AI champion.
Celestica's stock price surged by 50% in 3 months driven by AI and datacenter tailwinds.
The recent earnings report showed revenue growth of over 20% year-over-year for the third consecutive quarter, with adjusted eps reaching $1.04.
The company's CCS segment benefited from investments in datacenters, showing a 42% revenue growth year-over-year, leading to improved profitability and free cash flow.
Despite a 191% stock price increase over the past year, Celestica's valuation remains attractive, and the DCF model indicates a potential increase of 141%.
The recent earnings report showed revenue growth of over 20% year-over-year for the third consecutive quarter, with adjusted eps reaching $1.04.
The company's CCS segment benefited from investments in datacenters, showing a 42% revenue growth year-over-year, leading to improved profitability and free cash flow.
Despite a 191% stock price increase over the past year, Celestica's valuation remains attractive, and the DCF model indicates a potential increase of 141%.
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