Investment Q&A

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Broadcom Inc. (AVGO $347.62)
- $347.62 P/E (TTM): 73.18X Cap: $1.64T
- View AVGO Profile
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Celestica Inc. (CLS $414.70)
- $414.70 P/E (TTM): 50.14X Cap: $47.70B
- View CLS Profile
- View Questions on CLS

Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane

Asked by Shane on December 12, 2025

5i Research Answer:

We have AVGO comments posted recently. The whole AI trade is getting hit, and CLS is no...

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

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