It was an easy session with very little in the way of volatility, netting +100bps for the session. After the close, AI semi manufacturer CLS crushed numbers.Celestica beats by $0.09, beats on revs; guides Q4 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus  (301.82 5.20)Reports Q3 (Sep) earnings of $1.58 per...Read More

This is going to remain my main focus: de-bottlenecking. What are the largest obstacle for the AI datacenter build outs?Power, fiber, chips, natural gas, water.Futures are sharply higher following a US-China trade deal. Let’s have a killer week.Read More