A hardware company for AI infrastructure and data centers, making switches and networking equipment.
8 AI-extracted insights from 5 sources — podcasts, YouTube channels, and X/Twitter accounts.
Based on 2 scored insights about Celestica Inc..
The 5 sources with the most insights about Celestica Inc. on Kazuha.
AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.
Sole supplier for Google’s TPU and holds a 50-60% share in the cloud Ethernet switch market.
Holds 50-60% share of the cloud Ethernet switch market as hardware demand moves to high-end specs.
Identified as an overbought asset experiencing a necessary pullback; caution is recommended.
Stock fell 6-9% after hours due to profit-taking following a 400% gain over the past year.
This Canadian company was up 6% and was identified as a key part of Google's TPU supply chain.
A standout earnings winner, jumping 10-15% after hours following a massive beat on earnings (EPS up 50% YoY) and revenue (up 28% YoY).
The speaker believes the stock is extremely overvalued for a low-margin, cyclical business, calling it a 'juicy short' and 'one of the greatest shorts ever' at a 'peak cycle'.
Reported strong earnings, beating EPS estimates by 13% with impressive 53% year-over-year EPS growth. Identified as a key 'sleeper' hardware company for AI infrastructure.
Sole supplier for Google’s TPU and holds a 50-60% share in the cloud Ethernet switch market.
Holds 50-60% share of the cloud Ethernet switch market as hardware demand moves to high-end specs.
Identified as an overbought asset experiencing a necessary pullback; caution is recommended.
Stock fell 6-9% after hours due to profit-taking following a 400% gain over the past year.
This Canadian company was up 6% and was identified as a key part of Google's TPU supply chain.
A standout earnings winner, jumping 10-15% after hours following a massive beat on earnings (EPS up 50% YoY) and revenue (up 28% YoY).
The speaker believes the stock is extremely overvalued for a low-margin, cyclical business, calling it a 'juicy short' and 'one of the greatest shorts ever' at a 'peak cycle'.
Reported strong earnings, beating EPS estimates by 13% with impressive 53% year-over-year EPS growth. Identified as a key 'sleeper' hardware company for AI infrastructure.
Other assets that creators frequently mention in the same content as Celestica Inc..
The most active sources covering Celestica Inc. (CLS) on Kazuha are @amitinvesting, amitisinvesting, @realmartinshkreli, @iltb_podcast, Colossus | Investing & Business Podcasts. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.
Kazuha has indexed 8 AI-extracted insights about Celestica Inc. (CLS) from 5 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.
Creators covering Celestica Inc. (CLS) most frequently also discuss NVDA, PLTR, GOOGL, AMD, CDNS. See the "Discussed alongside" section above for full asset pages.