The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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CLS

Celestica Inc.Small cap (market cap < $50B)Earnings 10/26Partly aligned
Close 303.81 (2026-10-16)28 days -8.7%1Y +9.9%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@michaelsikandViews ›0100
@KawzInvestsViews ›0001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
No stance
Basis not tagged · Update on VARA AI Fund: it looks like the fund didn’t get liquidated after all, and the blowup rumor appears to have been wrong. Judging by the tape, wouldn’t be surprised if someone else did today. (Earlier: VARA had 9 employees and about $26.4B under management end of June; 3/31 13F book at today’s prices is $13.1B across 60 names including $NBIS $1.28B, $BE $1.27B, $LITE $1.03B, $CRWV $889M, $STX $728M, $VRT $720M, $WDC $624M, $CLS $537M, $COHR $492M, $FIX $426M.)
2026-10-17 14:15 HKT Original post ↗
Neutral First call
Fundamentals · Medium term · @michaelsikand highlights a crazy stat from $CLS VP: 70% of engineering resources dedicated to validation. As optics moves closer to expensive AI compute silicon, cost of failure rises, making testing and qualification increasingly critical. Mentions $KEYS $AEHR $VIAV $FORM.
2026-10-13 05:14 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/11–10/17 · 2 posts · Bull 0 / Bear 0
    @michaelsikand: @michaelsikand highlights a crazy stat from $CLS VP: 70% of engineering resources dedicated to validation. As optics moves closer to expensive AI compute silicon, cost of failure rises, making testing and qualification increasingly critical. Mentions $KEYS $AEHR $VIAV $FORM. (Neutral)
  • 10/4–10/10 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/27–10/3 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/20–9/26 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

CLS Small capEarnings 10/26 Neutral2026-10-13 05:14 HKTOriginal post ↗

@michaelsikand highlights a crazy stat from $CLS VP: 70% of engineering resources dedicated to validation. As optics moves closer to expensive AI compute silicon, cost of failure rises, making testing and qualification increasingly critical. Mentions $KEYS $AEHR $VIAV $FORM.

See original

Wow crazy stat from $CLS VP “70% of our engineering resources are dedicated towards doing validation." As optics moves closer to expensive AI compute silicon, the cost of failure rises, making testing and qualification increasingly critical. $KEYS $AEHR $VIAV $FORM

Image 1 ↗ Image 2 ↗

Reasoning: Fundamentals · Medium term Specific

No-stance mentions (1)
CLS Small capEarnings 10/26 No stance2026-10-17 14:15 HKTOriginal post ↗

Update on VARA AI Fund: it looks like the fund didn’t get liquidated after all, and the blowup rumor appears to have been wrong. Judging by the tape, wouldn’t be surprised if someone else did today. (Earlier: VARA had 9 employees and about $26.4B under management end of June; 3/31 13F book at today’s prices is $13.1B across 60 names including $NBIS $1.28B, $BE $1.27B, $LITE $1.03B, $CRWV $889M, $STX $728M, $VRT $720M, $WDC $624M, $CLS $537M, $COHR $492M, $FIX $426M.)

See original

Update on VARA: looks like the fund didn’t get liquidated after all. The blowup rumor appears to have been wrong. But judging by the tape, wouldn’t be surprised if someone else did today.

Reasoning: Not tagged by analyst Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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