CLSTechnology Hardware
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Get what investors say about CLS next
Follow CLS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what CLS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about CLS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | Celestica is the sole supplier of Google's TPU server and holds 50-60% share of the cloud Ethernet switch… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Celestica builds AI platforms for enterprises and trades at 15-16x earnings with 30-35% growth, making it… |
| 2024-08-06 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Celestica beat earnings estimates and raised guidance but sold off ~20% as collateral damage in the AI trade… |
Notable options days
Sessions in the last 120 where CLS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-27 | ||||||
| 2026-10-26 | ||||||
| 2026-10-15 | ||||||
| 2026-10-14 | ||||||
| 2026-08-06 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 |
CLS on the Wheel
CLS did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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