Seldon Capital acquired 155,950 shares of Victoria's Secret & Co. (VSCO) worth $8.45 million in Q4 2025, signaling investor confidence in the retailer's turnaround. VSCO stock has surged 93% over the past year, driven by strong Q3 results showing 9% sales growth, expanded gross margins, and raised full-year guidance. The company's improved profitability and full-price selling strategy suggest the rerating could continue if execution holds.

Seldon Capital established a new position in Argentine energy company Pampa Energía, acquiring 142,151 shares valued at $12.58 million, representing 4.36% of the fund's reportable assets. The stock trades at $80.24, flat over the past year and underperforming the S&P 500. The investment signals conviction in Pampa's diversified energy portfolio spanning power generation, oil and gas, and petrochemicals, with the belief that integrated assets could compound if Argentina's energy framework stabilizes.

Pomerantz LLP is investigating potential securities fraud claims against Celestica Inc. following reports that Google may be shifting assembly work for tensor processing units to other suppliers. The news triggered a 6.08% stock price decline on January 22, 2026, raising concerns about Celestica's reduced role in assembling Google's AI servers.

The article highlights two tech stocks positioned for significant growth: IonQ, a quantum computing company with a 12-month price target suggesting 105% upside potential, and Celestica, an electronics manufacturer benefiting from AI data center buildout with potential to double its market cap. Both companies are expected to capitalize on fast-growing markets in 2026.

Chase Investment Counsel acquired 237,532 shares of Clearwater Analytics (CWAN) valued at $5.7 million, representing 1.6% of the fund's AUM. However, the article cautions investors to avoid the stock due to a pending take-private acquisition by Permira and Warburg Pincus at $24.55 per share, which limits upside potential and carries downside risk if the deal fails.

Canadian General Investments (CGI) reported a NAV of $83.73 per share at January 31, 2026, with year-to-date and 12-month NAV returns of 3.8% and 20.0% respectively, outperforming the S&P/TSX Composite Index on a 12-month basis. The company's leverage decreased to 11.5% of net assets, and its portfolio is diversified across sectors with top holdings including Franco-Nevada, NVIDIA, Celestica, and Cameco.

Celestica Inc. announced it will release its fourth quarter 2025 financial results on January 28, 2026, with a conference call on January 29, 2026. The company also introduced its SD6300 Platform designed to deliver maximum storage density for enterprise and AI applications, and announced acceptance of a Normal Course Issuer Bid by the TSX.

Canadian General Investments (CGI) reported a net asset value per share of $80.66 at December 31, 2025, with an 18.1% one-year NAV return (dividends reinvested), underperforming the S&P/TSX Composite Index's 31.7% return. The company's leverage decreased to 11.9% of net assets from 13.8% year-over-year. Share price returned 19.9% annually. Top holdings include Celestica, NVIDIA, Franco-Nevada, Shopify, and First Quantum Minerals, with significant exposure to Information Technology (20.5%) and Industrials (19.6%) sectors.

Google's Alphabet has made significant strides in AI with Gemini 3, challenging OpenAI and positioning itself competitively in the AI ecosystem. Three stocks are highlighted as potential beneficiaries of Google's AI infrastructure expansion.

Canadian General Investments reported a net asset value per share of $80.73 as of November 30, 2025, with year-to-date NAV returns of 18.2%. The investment portfolio is diversified across sectors, with top holdings including Celestica, NVIDIA, and Franco-Nevada.

The article compares two closed-end funds (CEFs): Destiny Tech100 (DXYZ), a risky investment with high premium and speculative holdings, and BlackRock Technology and Private Equity Term Trust (BTX), a more stable fund with a 9.9% monthly dividend yield.

Celestica, an AI infrastructure company, is experiencing strong demand for high-performance networking solutions, with robust revenue growth and significant institutional investor interest in Q3 2025.