Celestica: Stock tripled since January 2025 – AMD deal now ignites the next turbo

After Fidelity acquired approximately 10% of Celestica shares through a major investment at the end of 2024, we introduced the stock here in mid-January 2025. Since then, the price has nearly tripled. Our assumption that the billion-dollar investments from corporations like Microsoft, Amazon, Meta, and Google in the construction of AI data centers would significantly drive demand for the Canadian company has been completely confirmed. Following another price increase of 29% just in the ongoing month of April, the Celestica stock reached a new all-time...