Celestica Is Still Pricing In Yesterday's Story - Q2 Upside Is Unpriced
Celestica punched through a consolidation range in July as the market began to price the hyperscaler-led data center buildout. Q1 beat and a $19B revenue guide gave investors reasons to believe; Q2 still carries upside and isn't fully reflected in today's price. This trade targets a disciplined long into the next earnings/catalyst window with a cle…