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$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
$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….
If I had to rank them purely on growth potential this year, I’d probably go GEV > BWXT > NBIS > CCO > APH. GEV and BWXT feel more catalyst-driven, while CCO and APH seem more tied to slower-moving macro trends.
If I had to rank purely on growth potential (not safety) I'd go NBIS > BWXT > GEV > APH > CCO NBIS/BWXT feel like higher-beta growth plays, GEV solid but more priced in, APH steady compounder, CCO lowest growth.
Corning did really well for me in 25 so I’m looking to APH in 26. Lower P/E but same sector, cables/connectors all the stuff in a server room that supports the AI boom.
I like this contest. I suggest considering GEV and NFLX in lieu of APH and UBER? or maybe NVDA instead of NFLX. I believe NVDA still has plenty of room to run.
Haven't been following those two. LLY is legit fine, those will print. APH no input
I have a feeling this might make a comeback. Also looking at APH and LLY LEAPS before the new year
I really like APH as a robotics play. They do connectors and sensors. It's not a direct play, but they are seeing a lot of growth. Valuation isn't too terrible: [https://finviz.com/quote.ashx?t=APH](https://finviz.com/quote.ashx?t=APH) I'm a big fan of using PEG and it's sitting at 1.01. Forward PE is on the higher end, but their revenue growth QoQ is really impressive. [https://quickfs.net/company/APH:US](https://quickfs.net/company/APH:US) Also improving gross and operating margins with solid ROIC.
Slightly expensive, yes. But i try to do only growth stocks, and APH is priced okay when it comes to its growth story.
If you are bored of all these precious metals talk, here is a nice stock for you to think about. $APH: It hit every one of my screeners, I think it's primed for a huge run this year.
Here are my ten: APH NEM TSM GOOG/GOOGL NVDA MRNA CRMD BE VTRS ARLO Check back next year to see how I did.
VG is going to be a big riser. Likely close to 100%. APH is the picks and shovels of the AI revolution. Probably a 20 to 25% rise. NFE is a calculated risk, but it has a potential for 3x to 8x in 2026
Might I suggest other AI infrastructure plays such as EME, FIX, VRT and APH. They’ve been on a monster run and now looks like another entry point
I also bought more Vertiv on Friday. APH, CRDO, IREN, HUT, BE and ONDS limit orders also got triggered. Holding AVGO but it’s already 10% of my portfolio and I also loaded up during the tariff decline so have a nice margin of safety.
Look at APH A lot of people have never heard of it. It’s a company that’s been around. I think 80 years or so $70 billion mega cap. There’s all this craze of building all these AI data centers and stuff as well as all the technology and everything involved with electronics cabling information passing for one place to another and that’s exactly what this company does. They make connectors that goes on the ends of wiring harnesses for any and everything you can imagine from aviation to automobiles to computers to electrical distribution they do it all Look at their past 12 months growth look at their past three year growth look at their past five or 10 year growth. It’s incredible.
Companies that sell storage, networking, power, cabling, cooling etc are all AI adjacencies seeing their revenue and profit set new records - same as some semis. This is just a subset of the economy. Why is STX APH VRT VST CEG CRDO up so much in past few years? They are getting AI boom same as NVDA AVGO, just not the headlines. Their revenue/profit plummets if AI market crashes.
Fiber optics companies like Amphenol(APH) and Corning (GLW) have been doing well. The have a use cases in data centers and outside of the data center sector.
Feels like this is the time one and make a shopping list for when a correction happens, I am not finding it easy to spot any deals at the moment. Any ideas for what sectors to look at for core holding contenders at a decent valuation? I would definitely like to buy APH and ISRG if they were cheaper.
Should've bought APH instead👀
Invest in the picks and shovels. Buy APH.
Not a small company but APH has been great this year.
Yeah, I post about these type of companies here a lot. I find them really interesting. Like PH is great, but I think there is better value/better investments in the space, however PH is still solid. I've moved a lot of position into aerospace the last 6months or so, since it's just been killing it and it's a great way to get out of tech. Like I'm better heavy in data center and electrification, but I've been there before the LLM's and explosive growth. So wanted to get some exposure out of those sectors and aerospace is rad. $CW is another really cool name, but it's more energy/naval/aerospace play. I love $OSIS which gets you some aerospace and just general defense. $ESE is kind of like $CW, but more focused on naval. $MLI is extremely boring, does like copper pipping, but is a set and forget type of investment. $APH is boring connectors company, but this more data center exposure, but still have business in things like aerospace. $ITT does like pump values and what not, with some aerospace. $HWM is another name that does like fasteners for planes. $MOG.A is another boring company that does like sensors for aerospace.
Jensen said Rubin will be 'cableless', meaning no more rats nest of copper twinax connectors between boards, but instead it will be largely backplane connections. Sounded at first to be bearish for APH as they supply those twinax connectors. But more importantly, they already have high speed backplane product line ready for the pivot. Basically what I'm saying is I'm buying more APH.
FIX, EME - The contractors building out data centers are the ones actually profiting from this boom. Their sales growth isn't off the charts, but they're minting money. Real cashflows and dividends with AI type price appreciation. I wouldn't recommend buying at these levels necessarily, but these have been 2-3 year holdings for me. MEDP - Another 2-3 year holding for me. Has had 2 blowout quarters back to back. They are a consulting firm that helps streamline the FDA approval process for pharma companies. Another cash machine. APH - Another one of my "picks and shovels" approach to investing in AI. Don't try to figure out who's going to win the AI race, pick the companies who profit no matter who the winner is.
**I think 60-100 stocks is too many to mangage. especially around quarterly earnings reporting.** I have about 20 stocks holdings in a portfolio that always beats the returns of the S&P 500 index. Try to pick the best stocks in each sector to make your stocks more managable. When I find a new stock I like, then I liquidate the stock that hasn't been performaing the best in my holdings. I usually make my moves during quarterly earnings reporting. ISRG, BSX, APH, RTX, COF, MMM, VRT and GE had good earnings reports recently. I still manage to have a watchlist of 60 stocks, but I manage then in groups of similar sectors or categories for comparison, categories of Banks, IT Software, semi-conductors, utilities, Healthcare, retail, etc...Then I can easily separate the best of the sector.
Ugh damn I wanted to go calls on $APH sooo bad, FOMO’ing big time rn
$APH Q3 Sales of $6.2 billion, up 53% in U.S. dollars and 41% organically compared to the third quarter of 2024 GAAP Diluted EPS of $0.97, up 102% compared to prior year Acquired Rochester Sensors in August Quarterly dividend to increase by 52% to $0.25 per share Sales increased from prior year by 53%, driven by strong organic growth in virtually all of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the Company’s acquisition program. In the third quarter, we once again realized excellent profitability with Operating Margin reaching a record 27.5%. We are extremely proud of the Company’s outstanding performance.”
APH - prev very likely beat, now marginal
APH tried to get me to work for them. Puts on those dumbasses
ARM, AMKR, AMZN, ASTS, APH - Figured now I'm investing alphabet style but I'm stuck on the letter Any advise moving to B' ?
Wish I still held onto APH. I've been in ABB-Ltd for a bit.
It's not as cheap now, but been holding $APH for years. They are also my robotics play.
One APH us! That’s my exact average. Just under 20,000 shares. You’re going hard!
I've been holding ~~APH~~ TLRY since 2016. Don't do it. Their executives dilute shareholders, pay themselves tens of millions of dollars per year, then post endless losses. All you're doing is speculating on a political gambit.
Amphenol (APH) - Provides the copper interconnect within Blackwell and Blackwell Ultra racks. Dominates the market and a great business even outside of AI.
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