Core Insights - Celestica Inc. (CLS) is an Original Design Manufacturer (ODM) collaborating with technology companies to design, build, or assemble hardware, achieving notable success with 400G-1600G switches for AI data centers [1] Company Overview - The business operates through two segments: Advanced Technology Solutions (ATS) [1] Analyst Background - Bram de Haas, with 15 years of investment experience and over 5 years managing a Euro hedge fund, applies his risk management skills, honed from his background as a professional poker player, to identify lucrative investment opportunities [1]

Core Insights - Celestica Inc. (CLS) is an Original Design Manufacturer (ODM) collaborating with technology companies to design, build, or assemble hardware, achieving notable success with 400G-1600G switches for AI data centers [1] Company Overview - Celestica operates through two main segments: Advanced Technology Solutions (ATS) and another unspecified segment [1] Management Expertise - Bram de Haas, with 15 years of investment experience and over 5 years managing a Euro hedge fund, brings valuable risk management skills to identify lucrative investment opportunities [1]