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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
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….
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.