I recommend a wonderful yet less-known AI stock: CLS

來源: 於 2025-01-06 17:03:08 [舊帖] [給我悄悄話] 本文已被閱讀：次
Yes, "CLS" is considered AI-related because it refers to the stock ticker symbol for Celestica Inc. (CLS), a company that primarily provides connectivity products and solutions for data centers, which are heavily used in the development and deployment of artificial intelligence applications; essentially, CLS is a "behind-the-scenes" player in the AI market by supplying crucial hardware to hyperscalers and other AI-focused companies. 
 
Key points about CLS and AI:
  • Focus on data center hardware:
    Celestica manufactures connectivity products like 400G and 800G switches, which are critical components for high-performance AI data centers. 
     
  • Growth driven by AI demand:
    The company's revenue has been significantly boosted by the increasing demand for AI infrastructure, particularly from hyperscale cloud providers. 
     
  • "Hidden gem" in AI:
    While not a direct AI developer, analysts often consider CLS a "hidden gem" in the AI space due to its key role in supporting AI infrastructure.