Reddit Posts
$AFMJF or $AFM (Canada) Alphamin Resources: Tin
$AFMJF or $AMF (Canada) Alphamin Resources: Tin
APH: take note, slated to grow
$EVGN - AI Name Earnings Beat - $45m Cash and $30m Market Cap
Insider Trading Weekly Update #025: $NOW, $CFLT Executives Bail, Largest Trades Overall + By Market Sector From The Past Week
Apple is Stock Most Likely To Fall - Biggest Short - Here’s Why- Nigel Green CEO deVere WealthTech
DD on $RWBYF or $RWB:APH (balls deep? yes plz)
PHIL to moon? 40% up with 20:1 APH offering on 6/30 still coming
PHIL to moon? Up 40% with free shares of APH coming on 6/30
Mentions
One APH us! Well done sir. I’m sitting at 2.36 average after my buys the last few days. Let’s get this bread , ya?!
same and now running this shit back five years later with MSOS. If it turns out the same way as APH it was worth it tho -- traumatic is the right word!
I feel you have been in since 2018 at the peak at the worst time. ACB CANNTRUST and APH
Needless to say, my COMM calls annnnnnnd underlying shares printed hard. Thanks APH!
VRT + APH both leaders in data centers
I’ve known about APH since the late 1970’s when I was in the military and we used APH connectors on electronics equipment (yes, I am almost 70 years old). APH has been on my buy list for a few years and I was able to pick up some below $60 in the April tariff selloff. I’m planning on holding long-term. So I share your opinion there is a lot of room to go, but I would only add to my position or open a new position on a pull back. The (mostly) usual August to October jitters may present the chance.
Yes that’s a neat list! Although I will qualify that you did pick the bottom kind of perfect with your comment 3 years ago, AMZN is up ~150% from then as well. I am seeking to diversify from large cap US tech , APH fits the bill perfectly, thinking I’ll wait for a dip before opening a position. Thanks for your insights.
Not a bad list from 3 years ago here: [https://www.reddit.com/r/stocks/comments/z9xm3d/comment/iyjk6u1/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/z9xm3d/comment/iyjk6u1/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) NVT: \~ +123% ATKR: \~ -30% GWW: \~ +110% FAST: \~ +80% APH: \~ +180% That's one thing I've learned, I can't get everything right. Like ATKR was a bad pick, but overall all those othe ones where pretty solid. If you split all those equally, still would have been a return of like 93% over the last 3 years. That's not including the dividends being invested.
Been holding and talking about them for years. I think they are kind of pricey at these levels, but not a bad one to keep on your watchlist and buy on dips. I mean PE of 40 is high, but it's a premium company. I mean here are their numbers from the last quarter: * Sales of $5.7 billion, up 57% in U.S. dollars and 41% organically compared to the second quarter of 2024 * GAAP Diluted EPS of $0.86, up 110% compared to prior year * Adjusted Diluted EPS of $0.81, up 84% compared to prior year * GAAP and Adjusted Operating Margin of 25.1% and 25.6%, respectively Also I like to look at PEGS, since that takes into account the EPS growth, which finviz has it at 1.7 [https://finviz.com/quote.ashx?t=APH&p=d](https://finviz.com/quote.ashx?t=APH&p=d) Stockanalysis has it at 1.24 [https://stockanalysis.com/stocks/aph/statistics/](https://stockanalysis.com/stocks/aph/statistics/)
Does anyone hold Amphenol $APH? Seems like a rock solid company with many tailwinds and diversified customer base. I would like to buy but the price seems too rich at 40 PE. Any insights appreciated.
Forgot APH earnings this morning: >Amphenol press release (NYSE:APH): Q2 Non-GAAP EPS of $0.81 beats by $0.14. >Revenue of $5.7B (+57% Y/Y) beats by $660M. >Assuming the continuation of current market conditions as well as constant exchange rates, for the third quarter of 2025, Amphenol expects sales to be in the range of $5.4 billion to $5.5 billion vs. $5.24B consensus, representing a 34% to 36% increase over the prior year quarter. Adjusted Diluted EPS is expected to be in the range of $0.77 to $0.79 vs. $0.69 consensus, representing a 54% to 58% increase from the third quarter of 2024.
APH is gonna go through the roof. Easy buy
Anyone know why APH is crashing
APH dumping midday because of midday conference call lol
Was hoping for a dip in APH to buy more, but doesn’t look like that’s happening lol Oh well
I'm getting APH puts for tomorrow, here's your sign to inverse
Bought APH for no other reason than the vibes I get from their name.
Need more of the APH energy ༼ つ ◕_◕ ༽つ
I wanted to play APH puts, but the stock decided to drop and I'm not so sure anymore
Isn't APH valued like crazy? Or are we trading vibes here
calls on NOC, RTX, CNC, MOH, TSLA, GOOG, APH, NOW (maybe), IBM, AAL puts on BYD
PM calls looks good to me. APH puts, it's a great company but I don't think they'll live up to gigantic expectations, priced for perfection already
Elite: Mag 7 ASML TSM ANET Panw Crwd APH AMD Hon IBM. ASTS
If ELF goes back up to 130 again I’m selling everything once and for all. Never touching that stock again. One of my biggest regrets. Second biggest is selling APH too early for a 9k loss when if I just held would have been up 15k 😂
TER is a cool company, but I would be a little careful with it being a full robotics play. They are still primarly a testing company more than anything else. This is from their last earnings report: [https://ir-api.eqs.com/media/document/ff9f1477-2310-462d-a227-407e97983474/assets/EC\_Q125\_Slides\_FINAL.pdf?disposition=inline](https://ir-api.eqs.com/media/document/ff9f1477-2310-462d-a227-407e97983474/assets/EC_Q125_Slides_FINAL.pdf?disposition=inline) On Page 8, they did 534M in test, 69M in robotics, and 74M in product test. Even the Robotics line of business was down. >Sales down 30% QoQ and down 21% from Q1’24 I still think they are a solid company and their valuation is pretty solid here, but they are still more in testing than robotics. I post more in the daily, but my favorite play for the sector is still APH. They do more connectors, but still used the field. Plus you get exposure to other industries. ABB is about to spin out robotics sector, which can be really interesting. [https://new.abb.com/news/detail/125281/abb-plans-to-spin-off-its-robotics-division-as-a-separately-listed-company](https://new.abb.com/news/detail/125281/abb-plans-to-spin-off-its-robotics-division-as-a-separately-listed-company)
Tilray has been producing absolute trash weed since **well** before legalization.. I was *gutted* when Aphria and Tilray did their thing, as I was sitting on a fat sack of APH and had sworn never to buy into TLRY. Jokes on me. I sold this bag of shit ages ago and the price action during the intervening period has only served to confirm that choice.
😂 I wish I saw that! Only learned about APH pretty recently when looking for more robotics exposure. I used to own BELFB until February. That did quite well for me. Might need to look at that or APH for a future investment.
I looked at TEL way back in the day. I was posting about APH years ago here. Been a long time holder. Never ended up plugging the trigger on TEL, but APH is still pretty great. I think it's a great name to have on a watchlist and wait for any pullbacks.
I like reading investor relations material: https://s21.q4cdn.com/564806605/files/doc_financials/2024/ar/2024_APH_Annual_Report_new-99ea90.pdf
I picked up some ANET at $66 and APH at $58 during the tariff panic sell off. I’m not a genius, but I do maintain a list of stocks I’d like to acquire in a situation like this past April. Maintain a list, have some cash always available, and add these little wins as they come available.
APH, KLAC are a couple of my faves
Rotational into industrials cause war and politics Those that make the small things that go into BIG things will do worse but be steadier than the BIG BOYS CAT DE RNBMY RYCEY make stuff that does stuff 🤑 APH ETN TEL makes the stuff that goes into stuff that does stuff 🤑
Interesting. Yeah I still own APH for like robotics and connectors, but it's hard to find any pure plays around the warehouse automation. Maybe Amazon, but I don't really like owning Amazon as much. Just one of those companies I feel like is stuck in forever growth mode. I would only like to own AWS than all other aspects of the company.
I think USLM looks really interesting at these levels. Waiting for more of a dip, but want to buy more APH.
Been holding since 2016 APH days. I "made" and "lost" a lot of money.
I'm up 35% YTD. Biggest winners are PM, HWM, APH and WRB which are 4 out of my 7 stock portfolio.
There is still just a lot of hype in the advanced robotics department. I'm not the biggest fan of Elon, but I don't hate him either. I just don't know how far we are really along and Elon does have a track record of really blowing things up. Even then, I'd rather just own $APH as a way to play it than any company directly doing it.
Nah, PUTS —> MSTR, MARA, WOLF, APH, CLS (small) SNAP
Buying QCOM and APH
Post their earnings and CEO comes da below. GEV CEO talked about this being early inning in the electrification super cycle. VRT looks to be guiding higher. APH which does stuff with robotics and data centers had a great quarter. Ever since deep seek, there hasn’t been anything positive around these themes, so I’ll take it lol.
Solid guidance as well. APH also had great numbers.
$APH Q1 adjusted EPS 63c, consensus 52c Reports Q1 revenue $4.81B, consensus $4.3B. "We are pleased to have closed the first quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance," said Amphenol president and CEO, R. Adam Norwitt. "Sales increased from prior year by 48%, driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense and communications networks markets, together with contributions from the Company's acquisition program. In the first quarter, we once again realized strong profitability with Adjusted Operating Margin reaching a record 23.5%. We are extremely proud of the Company's outstanding performance." sees Q2 EPS 64c-66c, consensus 56c Sees Q2 revenue $4.9B-$5B, consensus $4.61B. continued, "I am very pleased with the Company's outstanding first quarter 2025 results. The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets. In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program.
I love how you guys losing money because you only buy high IV options on overvalued tech stocks mean while I’m up 6k today from not being a sheep and understanding what to buy and what strikes and implied volatility to target NIO up 10 GSAT up 10 SBLK up 3 APH up 2 DIS up 2 HUMA up 13 All of these helping me offset losses from crypto miners and oil/tech that have been dying Stop buying the same exact shit day after day there is a lot of stocks out there
Then why tf some stocks that got hit 17% are still falling another 5% this week… APH fucking bs
The year is 2069 and APH is still trading at 69.5
Can we pump APH pls? MM do it all the time so can we. This stock deserves to be $80 or more
Also will suggest another potentially lucrative play - APH
Guys if NVO goes to $90, NVDA to $130, AMD crushes earnings and goes to $130, CELH to $29 and APH back to $72 I will be finally breaking even
Does anyone know why APH got hit so hard tho. Cant find any specific news about it. They just had great earnings
I've been investing for years, important lesson is to let your winners run. Quality companies compound for decades because they have a quality product that no competitors can match, business models that everyone now and forever needs. You should be thinking about adding to them on dips not sell them buy losers. ADP's HRM business isn't superb, that space is somewhat commoditized but all large companies use it, APH is a forever hold, so is DHR, which I am buying on dips, DE is not overvalued and a great business, but I don't like the volatility of commodity exposure, MMC is an insurance brokerage/services, although it has runup a lot, it's one of the best so also basically a forever hold. If I had that portfolio I wouldn't sell anything right now. If I had to I would trim ADP, trim DE, and buy DHR.
For automation plays, I like a few industrial names like AIT, ITT, ITRI, and APH.
2018, but I've since bailed. Sitting on a pile of Tetra Bio Pharma, but nothing tradable! Was deep in on CRON (MJN), and APH; when Tilray bought Aphria, I was truly devastated.
I’m sure robinhood has made a lot off of this. That is $144,065,588.27 if people had to put in that amount for a contract or $290,096,229 if you had to put in dollars and get that return they state. At even the lower number of $144,065,588.27 in a money market account say for 7 days at 4.5% APH now that is about $124,330.57 for 7 days. Reddit made a lot of money off of this *cough cough I mean you guys*.
APH, though a bit less boring because of AI exposure
I have a few that have been solid compounders over a long period of time and I see no reason that shouldn't continue: $TXN/ADI/MCHP - kind of interchangeable, fundamental players in the new digital world $TMO - the foundational player in the life sciences and therefore the pharmaceutical industry $IQV - the leading clinical research organization with a vast trove of data that differentiates them from competitors $APH - an unsung networking juggernaut, continues to chug along $KEYS - a foundational company for telecommunications infrastructure worldwide, increasingly becoming more important in software
This decade will be all about AI infrastructure. So any company supporting the AI infrastructure will be a long-term winner in my opinion. Some names could be VRT, and APH. Also, industries that would experience most benefit out of AI like Insurance that can automate a big chunk of work through AI. Some names there could be UPST, LMND etc.
APH is really well diversified in their business. Great investment.
These companies are drowning in debt and high P/E. I would recommend going through their supply chains to find the companies selling shovel in a gold rush. One example on top of my mind is Amphenol APH. They manufacture electrical connectors for harsh environments. Take a look at its competitors like TE Connectivity and ITT.
A few for me: ANET - 50% Got in in 2023 when it was clear that AI was here to stay. I wasn't expecting the momentum to continue so powerfully into this year. Given some of the dynamics for the company, it looks like it's here to stay for some time. APH - 38% Another AI winner. Just didn't expect it to continue to power higher so nicely. I didn't believe it had so much AI torque. VRT - 67% Another AI winner My biggest *surprise,* though, a company that hooked me the second I understood what it actually did was TransMedics, TMDX. Up an astounding 116%. I bought a nice dip, though, and am up about 150%. What a powerhouse and wonderful, revolutionary company that's saving lives and genuinely improving the state of humanity in their own way, though I'm sure at crazy-high margins.
Why have I never heard of Amphenol Corp? I have follows the markers every day for years and I've never heard the name. $80B market cap. Ticker APH.
Is a wealth front HYSA worth it? I want to open a HYSA and they seem to have high reviews and APH
I see your point now, I thought you were comparing an ETF with democratic-leaning companies to one that doesn’t include those companies. It seems that the most overweight companies in the Dem ETF cited (compared to SPY) are Loews, Costco, APH and IBM. All of those have outperformed the index in the past 3 years. Since they are from very different sectors, I think “coincidence” could be a valid answer.
$APH reports Q2 adjusted EPS 44c, consensus 41c Reports Q2 revenue $3.61B, consensus $3.39B. “We are pleased to have closed the second quarter of 2024 with record sales and Adjusted Diluted EPS both exceeding the high end of our guidance,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt. “Sales increased from prior year by 18%, primarily driven by growth in the IT datacom, defense, commercial air, mobile devices, mobile networks and automotive markets, as well as contributions from the Company’s acquisition program, partially offset by organic moderations in the broadband and industrial markets. During the quarter, we again realized strong profitability with Adjusted Operating Margin reaching a record 21.3%.”
APH - Amphenol Sounds like drugs. I'm gonna buy some.
I work for a top 10 data center construction company, and unfortunately all of them are private as far as I know. You have a lot of good comments and tickers suggested so far. I’ll add MOD and APH. I’m also a fan of SMR. Power is literally running out for these buildings and many projects are being put on indefinite hold.
Alphamin Resources $AFM (TSX) >Alphamin Resources is a low cost tin concentrate producer from its high grade deposit at Mpama North. This is on its mining license and it has an additional five exploration licenses covering a total of 1,270km^(2) in the North Kivu Province of the Democratic Republic of Congo (DRC). >Alphamin is headquartered in Mauritius and listed on the TSX Venture Exchange (TSXV: AFM) and the Johannesburg Stock Exchange AltX (JSE AltX: APH). >At a tin grade of roughly 4.5%, Mpama North is the world’s highest-grade tin resource – about four times higher than most other operating tin mines in the world. >The Mpama North mine is in production. It has an output of \~10 000 tonnes of contained tin per annum, amounting to \~3% of the world’s mined tin supply.
I've seen the name before, just it's one of type of stocks I've been burned with in the past. Actually going to re-open a position in APH, they just did a split. [https://www.cnn.com/2024/06/12/americas/russian-navy-cuba-intl/index.html](https://www.cnn.com/2024/06/12/americas/russian-navy-cuba-intl/index.html) Just interesting how much things have changed from the cold war. Not a ton of news around it. Just seems like a show of strength for Russia. Also this the other day: [https://x.com/Stephanie\_Link/status/1800886948514648345](https://x.com/Stephanie_Link/status/1800886948514648345) >The 5 bps drop in mortgage rates last week led to +15.6% W/W surge in applications. Next week ought to be even better with where rates are now after today’s CPI report. This will be an interesting summer for home sales, since we are going into season.
I will be buying a contract off of APH! Than on to my 2 contracts for NVDA expiring the end of June. They are doing a 10:1 stock split in June 7th. Than June 26 the day after my birthday. Chipotle doing a 50:1 stock split! I’m getting in on that! Than July 12 USLM doing a 4:1 split. Than September 11th Cintas doing a 3:1 split and than LRCX on October 2n will do a 10:1 split! I’m going to get in on the stock pits. So I can own more shares and contracts
Idk I profited on APH and TLRY, lost on LHSIF, and am now holding a bunch of MSOX and LFLY
I'm hangover from yesterday's APH(ter) party Good morning!
Where's our invitation to the APH(ter) party?
AMZN and other megas don’t give a shit about rates. Utilities. MPWR, APH, etc. Boring shit like WM, AZO, ODFL (it’ll come back), UNP Find longs it’s easier than shorting. You can short SOFI if it pops, too much de SPAC taint.
buy anything related to building infrastructure of the future: electrical parts, wiring, electrical energy grid/storage/transmission, anything nuclear reactors, jet engine makers, etc. related tickers: $RCYEY, $GE, $EMR, $APH, $DBD
Also, I have a prediction formula I made that I use which on Thursday was off by a factor of close to -1 on all of the earnings except for GOOG where it was -2x and CDNS, VRT, APH, and ASX where it was spot on.
$APH Amphenol reports Q1 adjusted EPS 80c, consensus 73c Reports Q1 revenue $3.26B, consensus $3.1B. "We are pleased to have closed the first quarter of 2024 with sales and Adjusted Diluted EPS both exceeding the high end of our guidance," said Amphenol President and Chief Executive Officer, R. Adam Norwitt. "Sales increased from prior year by 9%, driven by growth in the IT datacom, commercial air, automotive and defense markets as well as contributions from the Company's acquisition program, partially offset by moderations in the mobile networks, broadband and industrial markets. During the quarter, we again realized strong profitability with Adjusted Operating Margin of 21.0%, a first-quarter record. We are very proud of the Company's outstanding performance during the quarter."
They add it back when calculating all non-gaap numbers, not just EBITDA. The highest quality companies (AAPL, AMZN, APH, etc) generally don’t play the non-gaap game. I just think it’s worth calling out for a company like Uber where SBC is 30%+ of total compensation. Yes, it is of course a non-cash expense, but the sheer amount of dilution in a company like Uber is worth noting. SBC is still a real expense that investors should be aware of.
Not sure why you were downvoted, I like TEL a lot as well. I just mention APH as it was a bit closer to its lows. I have a position in APH, ACLS and TEL
Yup! I’m DCA’ing into APH, ACLS and TEL.
Do you have a watchlist you can share in addition to APH? Thanks.
I’ll attempt to actually answer your question. What I’ve starting building a sneaky position in is with interconnects. Not as sexy as AI but In order Accelerators/GPUs to effectively work with each other for larger training models, the communication bandwidth of the PCIe-based interconnects between them needs to scale to keep up with the exponentially increasing size of parameters and data sets used in AI models. A great place to start would be APH
I can't for the life of me find the source now, but I vaguely remember Irwin mentioning that Canopy approached them. CGC stock had recently had a nice bump and so Irwin didn't find that the offer/valuation was a good match for Tilray investors. It might have been CGC/APH, prior to the Tilray merger? Who knows! I could be way off.
APH, CTST, OGI.wt, TRUL.wt…. I’ve seen some shit man. They say it’s called paying your tuition when you lose money in the market so I’ve got a graduate degree. Here’s to greener futures for us.
I remember when ACB, APH and CGC had 'unlimited growth'
My top performer today APH, up 300%... Will hold for upgrade and 1000%