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Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
Best Compounder in the AI Data Center Value Chain - Amphenol (APH)
Best Compounder in the AI Data Center Value chain - Amphenol (APH)
What stock/investment has been your best decision in your portfolio?
Buy 5 High-Flying Growth Stocks to Maximize Your Returns in June
$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
Thanks. I entered low 70s too and then (seemingly a bit too early then) exited around $93. Looking to potentially get back in as I think the valuation still makes sense here. Sold my APH and NPO positions today so looking to redeploy some of the proceeds.
Rare instance where the sentiment on WSB lines up with conventional sources (for example, Morningstar rates NOW a five-star stock today). Along with APH, very bullish on NOW as one of the winners of the next chapter of AI.
ETN, ANET, and APH are my picks.
Got out of APH weeks ago. Might need to go back in with APH.
APH casually hitting ATH while the whole market is struggling
APH/CRDO up on CPO being delayed?
APH looks like it's sidestepping the tech dump. Maybe because it already dumped while other stuff went up. Weird.
somehow META and APH are green, APH the most undervalued optics stock
I haven't look at the valuations in a minute, the problem is a lot of these names have been on a tear for a bit. I always try to be as transparent as possible here, so stuff like CW, I've owned for years. Like this post is about DRS and CW from 2 years ago: [https://www.reddit.com/r/stocks/comments/1gbq8o7/comment/ltq0wmh/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1gbq8o7/comment/ltq0wmh/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) > Totally, yeah I'm less invested in pure naval ships, but companies that deal with components of it. One of them is $CW. It's also two fold, since they do both Naval and Nuclear, part of the reason why I think the company should have some nice tailwinds in the future. >[https://www.curtisswright.com/markets/defense/naval-defense](https://www.curtisswright.com/markets/defense/naval-defense) >The other is also DRS. Same idea. >[https://www.leonardodrs.com/what-we-do/domains/sea/](https://www.leonardodrs.com/what-we-do/domains/sea/) Last time I checked, APH still seems like it trades a decent valuation. That's always my thing, I'm jsut a GARPy invesor, so I care about stuff like DCF and fundamentals around a business before I buy them. MOG.A and CTS are also pretty interseting. MOG.A PEG is a bit higher than I like, but it's a great name to buy on pullbacks.
APH — interconnects / connectors / data-center power / liquid-cooling infrastructure — **B+ / A-**. Strong add. AI racks still need high-speed connectors, cables, backplanes, power links, and liquid-cooling interconnects.
I think mro is a great place to put money into work. Other than safry, air and FTAI are interesting. Also component and sensor/rf names are interesting. Stuff like MOG.A, KN, CTS, APH
Didn't you guys get the memo? Capacitors are the next thing. get that APH while you can.
Love me some APH. I will never sell. Phenomenal business in all the right spots with an exceptional management team and M&A track record. Essentially enabling the electronification of the world. No one is talking about their opportunity in humanoids, physical AI, or space. Very well positioned for these emerging themes.
Got OCC and APH. To the moon 🚀
Congratulations you filthy mofo !! Takes some moxie to keep holding them ! Do you have the same conviction with ALAB and APH ? I see the PE ratio of ALAB is greater than 200... Is it still worth buying at these levels ?
I'm contemplating moving more of my position from $MU and $MRVL to $ALAB and $APH and making them my top positions.
Fuck it, buying APH, OCC and ALMU tomorrow.
What do you guys think of Amphenol Corp (APH)?
I own all of these, but I think last I checked, APH actually had probably the best valuation. I'm a sucker for boring mission critical component companies.
I recommend looking into APH op, its part of the AI play as as a wire infrastructure company. It is undervalued right now and generating good growing revenue.
Anet and APH both super under appreciated rn for some reason. I’m buying more ANEL and APHU like every day
So are all $NVDA suppliers like $APH just pumping in pre-market?
APH languishing in the doldrums. 😕
$APH hopefully, please pump my bags
How we feeling about $NVDA suppliers like $APH for tomorrow's earnings?
Anyone know why APH has been getting so beat up lately relative to the rest of the AI infrastructure stocks?
Fair points. I don't know that EV will necessarily move the needle. But even after the war concludes, there will probably be some long-term need to replenish stock of military items that use APH connectors. But I think the bigger driver is AI. The run up of the stock in the last year couldn't have been due to EV (Mango slashed subsidies) or war (didn't start until Feb 2026).
Sold $NOC for a very tiny profit, put in a limit buy order for $APH at $120 hoping that fills tomorrow
I might buy some Amphenol $APH
I think I’m joining you on APH. Seems like a reasonable price to get in at given the quarter they just had. Not saying the others aren’t, I just don’t follow them as much.
Im buying the dip on MELI, APH, AXON, and COF. Might not get semis/memory like gains. But great to buy some stuff well off their highs.
I agreed with what your premise was… why be a dick about it? I was validating what you said about a 52 week low when I brought up the 200 day SMA. MA, LRCX, BKNG, GOOG (arguably not a DGI stock but I have great faith in it), UNH, APH, MSFT are all stocks I’ve had success with this strategy in
It was a swing trade that failed for me. I owned a bunch of other AI infastructure stocks like SNDK, NBIS, APH, LRCX, VRT etc. Thought I would take a chance on ANET before earnings and it blew up in my face. But im fortunate other stocks have gone up.
TTMI and BE yes!!! VIAV doing good too. This why I dont play the mag 7! APH will start running now.
If only we all bought Amphenol Corporation (APH) in 2017 by mistake and left it alone.
The TTM pe is 40 while forward is 27. PEG is 1.38 and P/FCF is a bit high at 40. https://finviz.com/quote?t=APH&p=d
Amphenol (NYSE: APH) reported Q1 2026 revenue of $3.95 billion, up 15% year-over-year, and GAAP diluted EPS of $0.98, up 23%. Operating earnings reached approximately $829.5 million with a 21.0% operating margin (21.3% adjusted). Cash from operations was $708 million, with free cash flow totaling $597 million. The company announced a 50% increase in its quarterly dividend to $0.165 per share and repurchased 1.3 million shares during the quarter. Following the acquisition of Carlisle Interconnect Technologies (CIT), Amphenol updated its full-year 2026 guidance, projecting sales between $16.20 billion and $16.50 billion and adjusted EPS between $3.70 and $3.80. • AI Infrastructure Demand: Highlighted "extraordinary" demand for high-speed power and fiber optic interconnects driven by the global build-out of Artificial Intelligence infrastructure. • Strategic M&A: Emphasized the completion of the Carlisle Interconnect Technologies (CIT) acquisition, noting it significantly bolsters Amphenol's position in the high-growth commercial air, defense, and industrial markets. • Operational Agility: Attributed the record margins and sales to the company’s decentralized "entrepreneurial" structure, which allowed them to navigate supply chain shifts while capturing 9% organic growth. • Aerospace Recovery: Pointed to the continued rebound in commercial aerospace and the "harsh environment" applications as a primary driver for the strong start to the year.
APH is fantastic Not a fan of IOT. I have friends that work there. It's a shitshow
IOT is another one. I own a lot of sensor stuff, but it's mainly for aerospace and defense. APH might also be another name to look into.
APH - they are an important pickaxe in a lot of stuff.
Want to say I saw something around some rumors around NVDA and APH. Possibly like a supplier cut or something, can't seem to find it now.
Anyone know if there's news on APH?
I sold APH before close. It had crazy put heavy volume. It's probably just hedging and it'll be up 10% in an hour.
I bought APH and ignore the noise.
Got a touch lucky this week. MRVL is 10% of my port. Wednesday I dumped ALAB. Today I dumped APH and put 50/50 LITE and COHR. End the mother fucking war and bullshit and I'll be balling. https://www.reddit.com/r/wallstreetbets/comments/1rmc53s/comment/o90wtbm/?context=3&utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button
Sold 100% of APH and split it 50/50 LITE and COHR. Given MRVL optics are the path forward.
ETN, ALAB, APH, COHR, LITE, MRVL. I had one more but dumped it when it was down too much. For some reason I'm holding ALAB.
Why is APH such a dirty fucking slut lately?
Added to APH ANET USLM today
Picked up some APH today on this dip
Reminding me of robotics....I should have bought that APH dip! Recovering well
Why did you buy APH? Just curious.
I prefer WSB to stay silent about it, and APH
Bought STM recently. Looking at Nordic semi as well (and/or Texas instruments). Anybody in Nordic? They're all the stuff I use as products at work. And I like that physical AI thesis where we get into robotics/automation/IoT/etc...I ought to buy APH soon and get it off the watchlist.
Can GLW and APH have a big parabolic run like memory stocks?
$APH has been eating a dick for no reason last week or so.
"APH is suffering from 'Guilt by Association.' It’s heavily weighted in the same ETFs (XLK, SMH) as the big semiconductor names. When funds dump Nvidia and AMD (which they are doing aggressively this week), they inadvertently sell APH too because of how the baskets are structured. Nothing is wrong with the company itself, it’s just a liquidity event in the sector. If you liked it at $70, you should love it here. This is a classic 'baby out with the bathwater' scenario
MRVL, RDDT,CRCL, APH,RIVN, ALAB, PLTR all have good entry positions and are heavily discounted. Jump on that train
Ugh. After abysmal MLI and APH earnings, I only have GOOGL left. Third time's a charm or something.
Can I first say I have $1.5mm worth of MU, which I bought in 2015 at $14.50 a share? I’m not buying memory right now, I’m incrementally taking profit. I would not advise anyone to be buying memory stocks right now. I recently added a few shares of APH. I have quite a bit of APP, which I bought in early 2024; after last week’s drop I plan to add some shares this week. And I bought some JBL last week. I’m not making any big purchases these days. But those are three companies that I’m optimistic enough to buy a small share.
APH 170c 4/17 (long vol,) GLD 600c 1/20
APH (rightly) bouncing back.
APH 170c April (volatility relatively cheap)
#APH calls up 40% from this am
Come on APH, keep going lol. Bought some calls this morning and finally just turned positive.
Not apples-to-apples. Am long APH (and SNDK, although have started to take profits - not all, but a little bit - in that.)
I’d ignore APH results and reaction as suggestive of SNDK reaction. A better comparison would be to Micron, which is up 5% today.
Glad to see APH finally get some love on sub. Of course it has to go down 15% in a day. I also buying some LRCX. Sub still doesnt discuss it maybe it needs to go down 15% in a day too to get mentioned on here lol.
You got any other APH-like, boring stocks to dig through? MLI or ENS type stuff. Low volume and volatility, not sexy but gets the job done.
What about what happened with to APH today? I'm a little worried about SNDK because of that honestly. I know APH isn't a memory company but they are an AI build out company that is also richly valued and they tanked on great earnings.
Of all the calls to buy for earnings I bought APH calls
APH beats top line, bottom line and guidance and still falls. Crazy.
APH price target raise ✔️ Earnings beat ✔️ So naturally 📉
What do you guys think of Amphenol’s earnings? ($APH)
APH pooped the bed.
I had GLW and APH calls and sold before earnings and it seems like we are in a ramp and then dump phase of the market…
I wish all APH bulls good luck tomorrow
Now it's APH's turn to go parabola
Anyone playing APH Er tomorrow?
The play for tomorrow was GLW and APH but it kinda already happened.
I panic sold APH before close. I don't trust tomorrow.
Perhaps APH is your play today? Fiber optic and various other connectors used in data centres. Worth a look.
$APH is a good one. $TER? $PDYN?
Anybody else own COMM? The APH deal closed today so now this $4.1bn market cap company suddenly has $10.0bn in the bank….