Group 1: Government Shutdown and Market Impact - The Senate approved a bipartisan bill to end the 41-day government shutdown, the longest in U.S. history, which has positively impacted Wall Street and created a favorable environment for investing in momentum stocks [1] Group 2: Driehaus Strategy for Momentum Stocks - The Driehaus strategy, known as the "buy high and sell higher" approach, is highlighted as a proven investment method that has successfully identified momentum stocks [2][3] - Stocks selected using the Driehaus strategy include Insulet Corporation (PODD), Celestica Inc. (CLS), and Innodata Inc. (INOD), all of which meet key earnings and momentum criteria [8][10][11][12] Group 3: Key Criteria for Stock Selection - The strategy emphasizes strong earnings growth rates and impressive earnings projections, focusing on companies with a history of beating estimates [5] - Screening parameters include a Zacks Rank of 1 (Strong Buy), a Momentum Score of A or B, and specific EPS growth metrics, narrowing the stock universe to 13 candidates [6][9] Group 4: Company Profiles - **Insulet Corporation (PODD)**: Develops insulin delivery systems with a Momentum Score of A and a trailing four-quarter earnings surprise of 17.8% on average [10] - **Celestica Inc. (CLS)**: Provides global supply chain solutions, also with a Momentum Score of A and a trailing four-quarter earnings surprise of 6.9% on average [11] - **Innodata Inc. (INOD)**: A data engineering company with a Momentum Score of A and a trailing four-quarter earnings surprise of 55.9% on average [12]

Core Insights - Tradr ETFs is set to launch four new single stock leveraged ETFs on November 13, 2025, which will provide 200% exposure to the daily performance of specific underlying stocks [1] Company Overview - Tradr ETFs specializes in creating ETFs tailored for sophisticated investors and professional traders, focusing on high conviction investment strategies [4] - The new ETFs will be listed on Cboe and represent first-to-market strategies [1] Product Details - The four new ETFs include: - Tradr 2X Long BE Daily ETF (Cboe: BEX) – tracks Bloom Energy Corp. (NYSE: BE) - Tradr 2X Long CLS Daily ETF (Cboe: CSEX) – tracks Celestica Inc. (Nasdaq: CLS) - Tradr 2X Long NNE Daily ETF (Cboe: NNEX) – tracks Nano Nuclear Energy Inc. (Nasdaq: NNE) - Tradr 2X Long SNPS Daily ETF (Cboe: SNPX) – tracks Synopsys Inc. (Nasdaq: SNPS) [10] Market Position - The funds are designed to deliver twice the daily performance of their respective underlying stocks, indicating a strategy aimed at short-term trading [1][4]

Core Insights - Tradr ETFs is set to launch four new single stock leveraged ETFs on November 13, 2025, which will provide 200% exposure to the daily performance of specific underlying stocks [1][10] Group 1: Fund Details - The new ETFs will be listed on Cboe and represent first-to-market strategies [1] - The funds include Tradr 2X Long BE Daily ETF tracking Bloom Energy Corp, Tradr 2X Long CLS Daily ETF tracking Celestica Inc, Tradr 2X Long NNE Daily ETF tracking Nano Nuclear Energy Inc, and Tradr 2X Long SNPS Daily ETF tracking Synopsys Inc [10] Group 2: Target Audience - Tradr ETFs are designed for sophisticated investors and professional traders who seek to express high conviction investment views [4] - The strategies employed by Tradr include leveraged and inverse ETFs aimed at providing short or long exposure to actively traded stocks and ETFs [4] Group 3: Investment Strategy - Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock, making them suitable for short-term trading [1][4] - The funds are intended to be used as trading vehicles that pursue leveraged investment objectives, which increases their risk profile compared to non-leveraged alternatives [5][6]

Group 1: Celestica (CLS.US) - Citigroup upgraded Celestica's rating from "Hold" to "Buy" with a target price of $375 [1] - Analyst Atif Malik forecasts a 75% increase in capital expenditure from five major companies, including Oracle, in 2025, followed by a 40% increase in 2026 [1] - Expected growth for Celestica's communication business is projected at 77% in 2025 and 41% in 2026, with EPS estimates raised by 5% and 22% for the fiscal years 2025 and 2026 respectively [1] - Celestica operates two main divisions: Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS), with most revenue coming from the CCS division [1] Group 2: Ciena (CIEN.US) - Citigroup raised Ciena's target price significantly from $141 to $230 [2] - Ciena's data center business is experiencing strong growth momentum following Verizon's announcement to connect to Amazon's cloud service data centers [2] - Ciena specializes in optical transmission technology, serving a diverse range of clients including telecom service providers, network scale providers, cable operators, government entities, and large enterprises [2]

Core Insights - Celestica Inc. has been positively impacted by the ongoing AI and data center boom, leading to strong stock performance [1] Group 1: Company Performance - The stock of Celestica Inc. has been well rewarded due to its ability to capitalize on trends in AI and data centers [1]

Core Insights - Celestica Inc. (NYSE:CLS) is gaining attention as an AI stock, with BMO Capital raising its price target from $300 to $370 while maintaining an Outperform rating following a Q3 earnings beat [1][4] - The company is experiencing stronger than expected demand from three large hyperscaler customers as it heads into FY2026, supported by a growing pipeline of opportunities [1][2][4] - BMO Capital believes that the stock has potential for better-than-expected performance due to strong AI capital expenditure (capex) spending anticipated to continue beyond FY2027 [3][4] Company Performance - Celestica's Q3 earnings exceeded expectations, prompting BMO Capital to raise its estimates for the company [4] - The firm is benefiting from strong end-market demand, competitive advantages, and favorable technology trends that enhance its market position [2][4] Market Outlook - The outlook for AI-related investments remains positive, with Celestica positioned to capitalize on ongoing trends in AI capex spending [3][4] - The company offers a range of product manufacturing and supply chain services, which are increasingly relevant in the current market landscape [4]

Core Insights - Celestica Inc. is identified as a strong investment opportunity for the next decade, with analysts expressing increased confidence in the company's growth potential, particularly in AI infrastructure [1][3]. Analyst Ratings and Price Targets - Goldman Sachs raised its price target for Celestica to $440 from $340, maintaining a Buy rating, citing the company's favorable position to benefit from AI infrastructure investments leading into 2026 [1]. - TD Securities also increased its price target to $305 from $238, holding a Hold rating, and noted that Celestica's Q3 2025 report showed strong momentum expected to continue into 2026 [2]. - Barclays maintained a Buy rating with a price target of $220, indicating a positive outlook for the company [3]. Company Overview - Celestica Inc. provides supply chain solutions across Asia, North America, and internationally, operating in two segments: Advanced Technology Solutions and Connectivity & Cloud Solutions [3].

Core Insights - Celestica Inc. (CLS) is an Original Design Manufacturer (ODM) collaborating with technology companies to design, build, or assemble hardware, achieving notable success with 400G-1600G switches for AI data centers [1] Company Overview - The business operates through two segments: Advanced Technology Solutions (ATS) [1] Analyst Background - Bram de Haas, with 15 years of investment experience and over 5 years managing a Euro hedge fund, applies his risk management skills, honed from his background as a professional poker player, to identify lucrative investment opportunities [1]

Core Insights - Celestica Inc. (CLS) is an Original Design Manufacturer (ODM) collaborating with technology companies to design, build, or assemble hardware, achieving notable success with 400G-1600G switches for AI data centers [1] Company Overview - Celestica operates through two main segments: Advanced Technology Solutions (ATS) and another unspecified segment [1] Management Expertise - Bram de Haas, with 15 years of investment experience and over 5 years managing a Euro hedge fund, brings valuable risk management skills to identify lucrative investment opportunities [1]

Core Insights - Celestica Inc. (NYSE:CLS) is highlighted as a significant player in the AI ecosystem, particularly due to its partnership with Broadcom, which positions it favorably in the market [2] - Jim Cramer emphasizes that the perception of AI demand as "zero sum" is misguided, suggesting that there is ample opportunity for multiple companies to thrive in this space [2] - Celestica's stock has seen a remarkable increase of approximately 270-280%, indicating strong market performance and investor interest [2] Company Overview - Celestica Inc. provides contract manufacturing, supply chain, and various services to businesses, making it a key player in the technology supply chain [2] - The company is recognized as a preferred partner for Broadcom, which enhances its credibility and potential for growth within the AI sector [2] Market Perspective - The discussion around Celestica reflects a broader trend in the market where multiple players can coexist and succeed, countering the notion that advancements by one company necessarily detract from others [2] - There is a belief that while Celestica shows promise, other AI stocks may offer higher returns with limited downside risk, indicating a competitive landscape in AI investments [2]