Amphenol is an impressive business that still trades at reasonable value, with a roughly 3% free-cash-flow and earnings yield. It has outperformed the S&P 500 by 3x over the last five years. x.com 

Amphenol is the boring robotics trade that works, because every humanoid joint and sensor module needs its connectors. It supplies that interconnect across auto, aerospace, data centers and now robotics, and bolt-on deals make it a compounder to size and forget, at 22x forward EPS. Three-month base is $135-145 if the subsector holds Top 10 and Q3 is in line; bull $155-170 if robotics and AI data center demand lifts the multiple; bear $108-115 if it drops out or capex slows. A multi-year hold. … Show more

Amphenol is the overlooked backbone behind nearly every secular trend, including data centers, space, robotics and EVs, and its story may just be getting started. In an era focused on logic chips and memory, few talk about connectors, cables and antennas, yet Amphenol is earning record margins and a 25% return on invested capital. x.com 

Amphenol is attractive at this price as a boring compounder growing about 15-25% a year, though without further multiple expansion from here. x.com 

Credo's near-total share of AI data-center cables and unchanged estimates make its lower multiple look like a fear-driven opportunity. Its stock went from 27x to 20x forward earnings while the supply chain building those systems guided 2027 revenue to double. Buyers this week will probably be very happy a year from now. x.com 

Celestica's Q3 beat and first 2027 guidance make its growth look underpriced. Revenue rose 83% and EPS 109%; management raised 2026 revenue guidance to $21B and put 2027 revenue at $40B-plus and EPS at $21.50, implying about 90% and 85% growth. At roughly 12x 2027 EPS after hours, shares are probably 50% undervalued; initial targets may have upside, with revenue growth potentially reaching 100%. At $34.50 of 2028 EPS and 24x earnings, shares would be worth $828. x.com  x.com  x.com  x.com  x.com 

Amphenol is quietly growing while benefiting from several secular themes at once through its connectors and interconnect systems for data centers, industrial automation, aerospace, EVs and mobile devices. Its multi-month base looks ready for a bigger move, and it was one of the few names showing a strong close today. x.com 

Fabrinet trades at about 17x consensus FY2027 earnings despite 45% revenue growth last quarter. Data-center revenue rose 68% and now accounts for 51% of sales; consensus expects roughly 29% EPS growth in FY2027. Ramp delays and component shortages could defer that growth, and capacity spending still needs to produce cash flow as production scales. x.com 

Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more

Credo is one of the cheapest AI growth stocks, trading around 26x forward earnings after a hard correction while revenue grew 115% to $479M and full-year growth is guided above 85%. Margin worries mostly reflect DustPhotonics amortization and stock comp; non-GAAP gross margin held near 68%. DustPhotonics adds a second engine in optics, with over $600M expected this year, and Credo's low-laser designs can ship through the laser shortage. One customer at about a third of revenue is the main risk. … Show more