It's Time To Trim Your Celestica Position (Downgrade)

Group 1 - Celestica Inc. (NYSE: CLS) stock has increased by 65% since the last analysis, indicating a potential time to reduce positions [1] Group 2 - Invictus Origin, founded by Oliver Rodzianko in May 2025, aims to be a globally recognized actively managed fund with innovative portfolio strategies [2] - The flagship Nasdaq High-Alpha Black Swan Portfolio is designed to sustainably outperform the Nasdaq-100 while maintaining approximately 20% in strategic cash reserves for downside protection [2] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, emphasizing fundamental valuation and sector expertise in technology, semiconductors, artificial intelligence, and energy [2] - The investment process of Invictus Origin integrates U.S. market specialization with international market awareness, aiming for durable outperformance [2] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a family office structure for lower-volatility capital preservation [2]