---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000828844.md"
description: "$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."
datetime: "2026-08-01T14:46:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000828844.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000828844.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000828844.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
generator: "portal-rs"
---

# $Celestica(CLS.US) is my favorite AI name, I said …


### Related Stocks

- [CLS.US](https://longbridge.com/en/quote/CLS.US.md)
- [GEV.US](https://longbridge.com/en/quote/GEV.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**