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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 $RWB:APH (balls deep? yes plz)
PHIL to moon? 40% up with 20:1 APH offering on 6/30 still coming
PHIL to moon? Up 40% with free shares of APH coming on 6/30
Mentions
APH beats top line, bottom line and guidance and still falls. Crazy.
APH price target raise ✔️ Earnings beat ✔️ So naturally 📉
What do you guys think of Amphenol’s earnings? ($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
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.