Speaking of ai infrastructure stocks, $CLS just crushed it... Revs of $4.7B vs $4.39B est Revs up 62.5% YoY EPS of $2.54 vs $2.31 est EPS up 82.7% YoY Guidance... Revs of $5.25-5.55B vs $5.0B est Implies 64-74% YoY growth EPS of $2.88-3.08 vs $2.69 est Implies 82-95% YoY growth This means revenue growth and eps growth are both accelerating. Going off current sell side estimates...with $CLS trading at $348 AH, the stock is only trading at 26x NTM EPS and I'm pretty sure those estimates are going higher by at least 10-15% which means $CLS is probably trading closer to 22x NTM EPS. $CLS also saying this... "We now expect our revenue growth rate in FY2027 to accelerate, relative to the 65% revenue growth rate anticipated in our latest FY2026 outlook. We also anticipate adjusted EPS to
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