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Stock impact report

Too Much U.S. Tech? Here's the TSX Stock I'd Add now [Yahoo! Finance Canada]

Celestica, Inc. (CLS) 
Last celestica, inc. earnings: 4/29 07:00 am Check Earnings Report
U.S. tech stocks have dominated the market for years, and Nvidia has become the poster child for that surge. Investors who loaded up on NVDA have been rewarded, but the trade has also become extremely crowded. When one stock or sector drives such a huge share of returns, there's a real risk of being dependent on a single theme. In this case, that theme is U.S. tech. Fortunately, there are options for Canadian investors looking for that exposure to the AI buildout without including the same U.S. mega-cap names. One such option for investors to consider right now is Celestica TSX:CLS Why U.S. tech exposure is overloaded The AI boom we've seen in recent years has pushed Nvidia to historic heights. The influence that one stock has on the broader market has grown just as quickly. The fact that NVDA stock accounts for such a disproportionate share of market gains should have seasoned investors questioning that concentration risk. That risk is real. And the need to diversify is eq Show less Read more
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