Celestica's Next Move Is Scale (NYSE:CLS)

When I began my coverage on Celestica ( CLS ), I said that CLS looks like a classic picks and shovels winner in AI infrastructure, but of course, with a twist that matters. I also said that in as much asKennedy is a GARP-themed hedge fund manager with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and ...