Here we go again.

On July 24, 2025, I placed a new micro-bet—just $100—into a company most people still haven’t heard of:

👉 Celestica Inc. (NYSE: CLS)

I bought 0.6216 shares at $160.875 per share, which gets me just over half a share of this Canadian electronics powerhouse.

• Total cost: $100.00
• Total confidence: Measured optimism
• Strategy: Double Up, Free Stock, same as always

You know the drill. If CLS doubles? I sell half, get my $100 back, and ride the rest free. If it flops, I lose a glorified dinner bill.

Either way—I’m not betting the farm.
Just planting another weird little seed.

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What Is Celestica?

For the uninitiated: Celestica Inc. is a global electronics manufacturing services (EMS) company headquartered in Toronto. It builds complex, high-reliability components for industries that actually matter—like:

• Aerospace & Defense
• Industrial Automation
• Healthcare
• Cloud Infrastructure & Hyperscalers
• Enterprise & Communications

Think of it as the quiet factory behind the tech you’re using.
They’re not flashy. But their customers are.

And in a world of Nvidia and AI fever dreams, Celestica builds the gear that makes the dreams run.

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Why Buy Now?

So why buy CLS after it’s already up 5x in the past 2 years?

Because it’s still cheap—and still underappreciated.

Here’s the snapshot as of July 2025:

Metric	Value
Share Price	~$160.88
Market Cap	~$20B
P/E Ratio (TTM)	~18.2×
Forward P/E	~14.6×
EV/EBITDA	~10.1×
Revenue (TTM)	$8.5B+
Revenue Growth (YoY)	+16%
Gross Margin	~10.3%
Net Income Margin	~5.4%
Free Cash Flow (TTM)	~$390M
Debt/Equity	~0.43
ROIC	~13.2%

In a market where many AI-adjacent names are trading at 30–50× forward earnings, Celestica still looks like a value stock disguised as a momentum play.

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Why It Fits My “Double Up” Strategy

✅ Momentum is There

CLS broke out of its long-term range in late 2023 and hasn’t looked back. It’s now up over 500% since early 2023, with institutional money pouring in.

✅ Fundamentals Are Real

This isn’t a meme. Celestica’s revenue is growing. Margins are expanding. Free cash flow is consistent. Balance sheet is clean.

✅ The AI Hardware Gold Rush

While Nvidia gets the headlines, companies like Celestica are selling the shovels.

They help build:

• Server racks
• Power systems
• Custom hardware for hyperscalers

If AI investment continues, CLS grows quietly in the background.

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But Isn’t It “Late”?

Sure, it’s not a secret anymore.
But I don’t need it to 10x. I need it to 2x.

This isn’t a deep-value contrarian play. It’s a mid-stage, under-the-radar compounder—and those are perfect for this kind of bet.

• If it doubles, I sell half.
• If it triples, great.
• If it stalls or drops 25%? Who cares—I’m in for $100.

I’m not here to be right about the macro.
I’m here to find stocks with:

• Momentum ✔️
• Profitability ✔️
• Underappreciated stories ✔️
• A plausible path to doubling ✔️

Celestica checks all the boxes.

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The Plan (Again)

You’ve seen this move before:

✅ Buy a small position in a stock with real momentum
✅ Wait for it to double
✅ Sell enough to recover the original capital
✅ Hold the rest for free
✅ Sleep well

It worked with:

• ABCL – Bought $103.20 worth, sold half for $104.58
• RBLX – Bought $172.68, sold 1.5 shares for $174
  Now it’s CLS’s turn to prove itself.

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TL;DR (Too Long; Didn’t Read)

• Bought: 0.6216 shares of Celestica (CLS) @ $160.875 on July 14, 2025
• Total cost: $100.00
• Company fundamentals:
  • Revenue up 16% YoY
  • Forward P/E ~14.6×
  • Healthy margins, clean balance sheet, strong FCF
• Strategy: Double Up, Free Stock
• Goal: Wait for CLS to double → Sell part → Hold the rest free

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Let’s see what happens.

Maybe I’ll be writing in a few months about how I sold a sliver of CLS for $200 and now hold some weird fractional tech stake for free.

Or maybe not. But with only $100 at risk, and Celestica firing on all cylinders, I like the odds.

Stay tuned.