Celestica: My Top AI Connectivity Pick For 2025 - Why I Keep Adding (Rating Upgrade)

Group 1 - The article discusses the timing of issuing top investment picks for 2025, noting that valuations have significantly decreased across various sectors, creating investment opportunities [1] - The analyst, Uttam, specializes in growth-oriented equity research, focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software, as well as MedTech, Defense Tech, and Renewable Energy [1] - Uttam co-authors a newsletter, The Pragmatic Optimist, which is frequently cited by major publications like the Wall Street Journal and Forbes, indicating its influence in the investment community [1] Group 2 - The analyst has a background in leading teams at major technology firms, including Apple and Google, which adds credibility to his research and insights [1]