Core Insights - Celestica Inc. (NYSE:CLS) is highlighted as a strong investment opportunity with a Buy rating and a price target of $350 from Aletheia Capital [1] - The company is positioned as a key manufacturing partner for Google's TPU modules and networking switches, and plans to onboard OpenAI for its Capricorn server, the first ASIC-based AI server [1] Group 1: Financial Projections - Aletheia Capital anticipates that the deployment of Gothfish and Zebrafish ASIC servers for Google will significantly increase unit and content value, potentially doubling Celestica's enterprise revenue for fiscal 2026 and adding another 50% growth for fiscal 2027 [2] - The firm expects communication sales to triple from fiscal 2024 to fiscal 2027, reaching $12.6 billion, driven by 800Gbps switch upgrades for AI infrastructure at Amazon and Google [3] Group 2: Company Overview - Celestica Inc. designs and manufactures hardware platforms and provides supply chain solutions, operating through two main segments: Advanced Technology Solutions and Connectivity & Cloud Solutions [3]