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Core Insights - Celestica Inc. (CLS) and Jabil Inc. (JBL) are prominent players in the electronics manufacturing services (EMS) industry, with Celestica being one of the largest EMS companies globally, serving various sectors including cloud-based services and business enterprises [1][4] - Jabil is also a major global supplier of EMS solutions, providing a wide range of services across multiple industries such as aerospace, automotive, and telecommunications [2][10] - Both companies are well-positioned to meet the growing demands of artificial intelligence (AI) within the EMS landscape [3][8] Celestica Overview - Celestica has over two decades of manufacturing experience and focuses on delivering cloud-optimized data storage and networking solutions, which are increasingly in demand due to the rise of AI applications [4][5] - The company emphasizes product diversification and aims to strengthen its presence in high-value markets, which enhances business resilience by reducing dependence on any single industry [5] - Despite its strengths, Celestica faces challenges with high research and development costs and stiff competition from other industry giants, which have led to margin pressures [6] Jabil Overview - Jabil operates in 100 locations across 30 countries, benefiting from strong margins and cash flow dynamics, along with extensive end-market experience and technical capabilities [7][10] - The company is expected to see growth driven by AI data center infrastructure and the adoption of 5G and cloud computing, supported by effective supply chain management [10][11] - However, Jabil also contends with a competitive environment and geopolitical tensions that may impact its margins [11] Financial Performance and Estimates - Celestica's 2025 sales and EPS estimates indicate a year-over-year growth of 20.6% and 43%, respectively, with a positive trend in EPS estimates over the past 60 days [12] - In contrast, Jabil's 2025 sales and EPS growth is projected at 0.9% and 10.6%, respectively, with a slight upward trend in EPS estimates [14] - Over the past year, Celestica has outperformed Jabil significantly, with a price increase of 244.1% compared to Jabil's 89.7% [15] Valuation Comparison - Jabil's shares trade at a lower price/earnings ratio of 18.73 compared to Celestica's 29.28, making Jabil appear more attractive from a valuation perspective [15] - Despite Jabil's favorable valuation metrics, Celestica has shown superior revenue and EPS growth, leading to a stronger overall investment case for Celestica at this time [17]

Core Insights - OpenText is expanding its collaboration with HPE by joining the HPE Unleash AI partner program to enhance enterprise AI adoption through HPE Private Cloud AI [1][4] - The partnership aims to deliver pre-validated, secure, and scalable AI solutions, enabling organizations to leverage their data for improved decision-making, workflow automation, and customer experience [2][3] Company Collaboration - The collaboration combines OpenText's Aviator AI solutions with HPE's Private Cloud AI, co-developed with NVIDIA, to accelerate the deployment of AI solutions [1][3] - OpenText is recognized as a key player in HPE's Unleash AI program, which focuses on simplifying AI deployment and enhancing data intelligence [3][4] Market Positioning - The global AI market is projected to reach $3.68 trillion by 2034, prompting significant investments from enterprises in AI technologies [4] - HPE and OpenText are positioned to meet the growing demand for AI solutions across various industries, including healthcare, finance, manufacturing, and retail [4] Benefits of Collaboration - Key benefits include faster time-to-market for AI solutions, flexible deployment options, enhanced data intelligence, and stronger security and compliance measures [5]

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Core Argument - The presentation posits a powerful link between large language models and personal growth, emphasizing pattern recognition as a key skill behind breakthroughs, discoveries, and deep learning [1][2][11] - The speaker introduces the concept of "regitation" (recitation) as a method to discover personal patterns, advocating for writing down observations without immediate analysis to uncover underlying assumptions [11] Pattern Recognition & Learning - Pattern recognition is crucial because humans, like their ancestors, seek to predict outcomes in an uncertain and complex world, leading to the mind's processes of deletion, distortion, and generalization of information [5][6] - Human learning processes (deletion, distortion, generalization) are linked to machine learning concepts (selection, transformation, categorization) [7][8] Application & Impact - The speaker initially faced an "impostor" feeling related to cloud cost management, highlighting the importance of soft skills and pattern recognition in overcoming challenges [3][4] - The presentation aims to spread the message that understanding pattern recognition can boost performance and happiness, even though AI researchers are already familiar with the concept [9][10]

AI Regulation & Policy - The AI industry requires guardrails, with the Biden administration prioritizing safety [6] - Exporting advanced chips from companies like AMD and Nvidia to China is seen as detrimental to competition and potentially unconstitutional [7] - Building data centers in non-democratic countries raises concerns about data usage [7] - Engaging other countries, including China, in discussions about AI control is crucial [11] AI Impact & Risks - AI's rapid development may lead to the elimination of up to 50% of entry-level white-collar jobs in the next five years [9] - The potential existential risk lies in aligning artificial super intelligence values with human values, known as the alignment problem [10] - The amount of information generated in 2023 exceeded all information generated since the year zero, highlighting exponential growth [12] - AI's ability to solve complex problems in biology and physics is rapidly expanding [14] Ethical Considerations - AI doctors could potentially make decisions that prioritize resource allocation over individual patient needs, mirroring existing healthcare disparities [14][15]

That's a wrap!If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Model Context Protocol (MCP), clearly explained (with visuals): ...

ETF Market Overview - ETF market experienced significant inflows, particularly in the first quarter [1][2] - Approximately $10 billion flowed into crypto ETFs and another $10 billion into bond ETFs, indicating a barbell investment approach [2] - Thematic ETFs saw about $5 billion in inflows during Q1 [2] - Active ETFs have captured approximately 37% of the $667 billion in inflows this year [3] Investment Themes and Opportunities - The market is currently strong, with potential tailwinds for small caps and high-growth names due to anticipated rate cuts [4] - AI, quantum computing, and the future of technology are key areas of focus in the market [4] - Defiance ETFs highlights the growth in its quantum ETF, reaching $2 billion for the first time [5] - AI power, specifically the energy utilities, grids, and infrastructure supporting AI and machine learning, is identified as a promising thematic trade [6] Market Considerations - Upcoming events, such as the meeting between the US and Russian presidents and the Federal Reserve meeting, are influencing market expectations [3] - The market has largely priced in potential rate cuts of 25 or 50 basis points [3]

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All right, welcome back to Worldwide Exchange. We're tracking ETF net flows that are now over $727 billion year to date. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the SPY and the Triple Q's.This week, for the most part, investors moving away from the MAG 7 heavy ETFs. The ARC Innovation Fund uh seeing the top inflows this week as investors look for gains in tech outside of the MAG 7 again as the major indices hit record highs. two Vanguard bond foc ...