Celestica: Still A Value Buy Despite The Recent Recovery

Core Insights - The article discusses the author's investment positions in NVDA, AVGO, and TSM, indicating a beneficial long position in these stocks through various means such as stock ownership and options [2]. Group 1 - The author expresses a personal opinion on the stocks mentioned, emphasizing that the analysis is based on their unique insights and knowledge [2]. - The article aims to provide contrasting views on the author's portfolio, suggesting a diverse investment strategy [1]. Group 2 - The analysis is intended for informational purposes only and does not constitute professional investment advice, highlighting the importance of conducting personal research before making investment decisions [3]. - There is a disclaimer regarding past performance not guaranteeing future results, indicating that the views expressed may not reflect the broader opinions of Seeking Alpha [4].