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 trades about 21% below fair value despite AI data-center demand driving record results, and its rugged interconnects also serve humanoid robots. FY2025 revenue rose 51.7% to $23.09B, with a record 25.4% GAAP operating margin and $4.38B of free cash flow. Communications Solutions nearly doubled to $12.06B on AI data centers. ROIC is 26.6%. At $121.72 it trades at 19.5x FY26 earnings and 24.9x EV/EBITDA, based on a blended DCF and multiples model. x.com 

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 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 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 

There has never been a better time for patient investors to add AI infrastructure such as Credo, Nvidia, Broadcom, Lumentum and Celestica: very profitable, high-growth companies at good-looking valuations, with long-term capex and chip outlooks extending. Connectivity names can grow even without rising capex. Per @EndicottInvests, after selling off despite beats, Nvidia trades at 18x forward earnings growing 100% this year, Broadcom at 19x growing 65% and Credo at 20x growing at least 85%. x.com  … Show more