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  5. CLS: Is there anything you would buy today on the DeepSeek fallout? [Celestica Inc.]
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Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.
Asked by Alex on January 27, 2025
5i Research Answer:

With its lower valuation, as well as non-AI business. CLS is likely the best contrarian bet today on its lower valuation (also lower vs peers). We think we would let this fear sell-off gestate a few more days before considering moves on the others.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, VRT, NBIS.

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