Celestica has emerged not only as a participant in the AI and cloud infrastructure boom, but as a profit-leveraged enabler of its backbone systems. With hyperscaler demand, platformOliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international awarenes ...