Celestica CEO Rob Mionis goes one-on-one with Jim Cramer

Company Performance & Strategy - Celestica's stock has more than tripled year-to-date, with a 253% increase as of this week [1][2] - The company posted a sizable top and bottom-line beat with a terrific forecast for 2026 [2] - Celestica made a decision to move away from commodity markets and get more into design and manufacturing [4] - Over 40% of Celestica's business involves designing and manufacturing its own equipment for hyperscalers or digital natives [7] - Celestica's ATS segment accounts for approximately 25% of its revenue [14] - Celestica expects margins in the ATS business to increase by about 70 basis points year-over-year by the end of the year [15] Data Center & Technology Focus - Celestica benefits from the data center boom by manufacturing hardware for server warehouses [2] - Celestica manufactures high-speed networking, AI/ML compute, and storage systems at both the component and systems level for data centers [6] - Celestica is a preferred provider for Broadcom, utilizing their silicon in many of its designs [9] - Celestica is experimenting with co-packaged optics (CPO) for 1.6 terabyte applications, aiming to reduce power consumption in future technologies [12] Market Outlook - AI is now considered a utility and a must-have, driving the need for infrastructure that Celestica builds [17]