PXDAILY PXS
Edge Compute & Control Silicon

Research snapshot · 6/15/26

CLSCelestica

800G and 1.6T optical interconnect

Open CLS in Robinhood ↗
HOLD
Conviction●●●○○3 of 5
Research target430Snapshot target
Thesis statusINTACTLast reviewed 6/15/26
Market cap45.31BSnapshot value
The thesis

Digital→Physical: hyperscaler buildout → AI server + 800G/1.6T switching ODM

Catalysts

Hyperscaler capex guides; 1.6T switching ramp; program wins

What breaks it

Hyperscaler capex pause; program loss; margin compression

Social sentiment

X: same rack-density buildout (one layer up); Reddit: quiet

Snapshot · 6/15/26
Smart money

🟢 Lean-Bull · ins-$17.7M · 13F 17+/8- · short↓0.17

Snapshot · 6/15/26