CLS

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37% in CLS

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TSMC, Micron, Skhinx, and Broadcom are all trading at lower forward PE ratios than the NASDAQ 100 while being some of the highest growth companies in their parts of the supply chain. And further down the list, Applied Materials, Google, Coherent, and Verdive all trade at 22 to 25 times forward earnings, about the same as the overall NASDAQ 100. Celestico looks cheaper at 18 times, but almost 2/3 of their revenue comes from just three customers. So, there's some extra risk there, and I think they'll keep getting punished for it if the sell-off continues. That's why this is actually the order that I'd personally buy these stocks in as well.

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They actually have a foreign component, and we consider them to be actually, you know, I think a Canadian definitely an international stock.

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they can buy it on any pullback.

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And Celestica also has fallen below the 50 simple but is holding the 200 simple. And I really like this one just because of where it is right now. 328 to 35 is going to be your zone of risk and it has a lot of room to run with targets being all the way up there at 526 and 592.

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So, my final verdict on Celestica is a strong buy.

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Celestica's a buy

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To wrap up, market panics driven by macro noise frequently hand long-term investors their best buying opportunities. SK Hynix, Celestica, and Applied Materials represent world-class businesses with unbeatable fundamentals trading at temporary discounts. Do your due diligence, manage your risk, and buy the dip while Wall Street is looking the other way.

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should be bought in September weakness

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Pivoting from optical connectivity to hardware system orchestration, our second powerhouse sitting at a similar valuation threshold as earlier stage Micron is Celestica Incorporated, listed under the ticker symbol CLS.

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The second company is Celestica, ticker symbol CLS, an essential but frequently overlooked supplier within the AI infrastructure ecosystem.

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Let's begin with our first essential player, Celestica Inc., ticker CLS, a massive AI infrastructure powerhouse

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three hidden AI infrastructure stocks Wall Street is buying. Now, the first company on my list is Celestica, which trades under the ticker symbol CLS.

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another one is worth mentioning is Celestica, ticker symbol CLS.

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Do not buy a call on CLS. If you're uncomfortable doing a spread, then you should not trade an option on CLS. You are better off buying the stock.

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I think it is a buy. I suggest that people say, "You know what? It's up 29. It's probably going to be too much." I say, "Buy some and then hope it comes down.

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maybe add to their portfolios at the lower price.

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that gives retail investors a chance to maybe get in on this stock at a better price.

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there's still plenty of upside for investors who want to get in right now.