$Celestica(CLS.US) is my favorite AI name, I said the same many times before. $GE Vernova(GEV.US) gets second spot.

Let's look at Celesticas numbers.

- Fun fact: Never missed ER since Oct 2019.

- Rev $4.70B (+62%), blew past the $4.15–4.45 guide.

- Adj EPS $2.54 vs $2.14–2.34 guide.

- Margin hit a company high at 8.2%.

- Then they raised the year again: FY rev to $20.5B, adj EPS to $11.30. Stock went decently up.

Why I think it spiked? Simple beat and raise into a story people already believe. Data center / AI compute demand, better component supply, and management hiking the year for a reason. No messy excuses, Just execution.

What to expect? Near term it stays a leader in the AI supply chain tape. What we're in is a consolidation zone. Whenever the next AI leg up, this should be leading.