Celestica's stronger hyperscaler switch and rack outlook points to more demand for Credo's AECs in the same buildout. Celestica beat its Q3 guide, raised FY26 and expects accelerating 2027 growth; that read-through suggests a strong Credo December print, a second-half FY27 inflection and likely a huge guide. x.com 

Celestica's run-up prices in pricing power it does not have. It is a service-centric, labor-intensive business with very thin gross and operating margins, which limits how much operating leverage it can deliver. Its share sale looks like a way to take advantage of FOMO and place the funding burden on equity investors rather than the balance sheet. x.com  x.com  x.com 

Celestica's cheap TPU exposure offers upside, but its low margins and smaller moat than Vicor's make it a trade rather than a large core holding. It will probably reach $400-$500 over time; $400 next year looks likely. An attached analyst note expects scrutiny of a cut in 2026 free-cash-flow guidance from $600M to $460M due mainly to working capital; it warns that 2027 free cash flow could turn negative if working-capital investment stays high alongside $1.5B-$2B of capex. x.com  x.com  x.com 

Jabil looks like a compelling long at $38B because markets have not priced in its 1.6T LRO pluggable transceiver business. With Sivers as the H1 2027 bottleneck, the question is how much it can make, not whether demand exists. It has massive supply chains, took over Intel's pluggable lines and looks more scalable than Applied Optoelectronics' ATM-funded laser fabs. Recognition likely comes in H1 2027; a ~40% rerating seems plausible, though at its size tripling is less likely. x.com  x.com 

Jabil's valuation already prices in most of its AI tailwind, so the current price is a chase rather than a buy. Intelligent Infrastructure revenue jumped 33.9% to $12.32B on AI server and liquid-cooling builds, and Jabil is partnering with Apptronik to manufacture the Apollo humanoid. At 17.1x forward earnings and 12.3x EV/EBITDA it looks reasonable, but dips below about $300 are the buy zone, not $338. x.com 

Celestica looks unusually inexpensive relative to its growth. Its enterprise value is 0.99 times next-twelve-month revenue against 58.7% revenue growth, yielding a 0.0168 growth-adjusted revenue multiple; few companies compare better. Its 14.7 times forward earnings against 69.8% earnings growth gives a 0.21 PEG, below the conventional 1.0 fair-value heuristic. x.com  x.com  x.com 

GE Vernova is not worth owning even after its pullback, because at 45 times forward earnings it looks expensive when Celestica and Bloom Energy offer much better growth at half the multiple. x.com  x.com 

Jabil's data-center infrastructure segment is growing and outpacing the drag from legacy mobility and EV exposure and margin mix, earning a Buy rating. The stock has done nothing for a month, but upcoming earnings could be a nice catalyst for a push higher on that segment's growth. x.com 

Celestica's conservative guidance and program pipeline leave room for further revenue upside. Its 2027 outlook is $40B, 90% above the $21B 2026 outlook, which has risen four times; a beat looks possible. StockedgeN cites 60-70 new programs, and only a few need to convert to matter at Celestica's scale. Complex racks force it up the value chain. At about 15x next-twelve-month earnings, the stock looks cheap, though a dip may be a better entry. Organic growth takes priority over buybacks. x.com  … Show more

Jabil's photonics business is underpriced, as the market values it as a contract manufacturer shipping 1.6T transceivers while its photonics revenue tells a different story. Per @aleabitoreddit, Jabil looks compelling at $38B, with massive supply chains in place, Intel's former pluggable lines and a validated hyperscaler supply chain, a more scalable model than building laser fabs. With Sivers as the bottleneck into H1 2027, the setup looks very interesting. x.com