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 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 

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 

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 

TE Connectivity's mix is shifting toward AI and robotics, which makes its valuation look reasonable. AI-related revenue tripled to over $900M and Industrial Solutions grew 23.7% on automation and robotics demand, while FY2025 revenue rose 8.9% to $17.26B. It sells sensors and interconnects for humanoid robots and cobots, and $3.21B of adjusted free cash flow funds buybacks and the dividend. At 20.5x trailing earnings, a blended model puts fair value near $241, about 20% upside. x.com 

A sharply higher humanoid shipment forecast supports robotics suppliers even as sentiment struggles. JPMorgan now sees 1.8 million units by 2030, about 152% CAGR. Ouster offers broad perception exposure through Rev8, Stereolabs and software; Harmonic Drive makes rotary actuators, Regal Rexnord frameless torque motors and linear actuators, VPG force/torque sensors for joints and grippers, and One Stop Systems rugged edge AI compute for field robots. x.com 

Aptiv's spinoff of its low-margin wiring business left a higher-margin connectors, sensors and ADAS company the market has not repriced. At $61.88 it trades at about 10.5x the $5.90 midpoint of 2026 EPS guidance, versus 12-15x for auto suppliers and 18-25x for auto tech, with EBITDA margin guided up to 18.6%. Q1 bookings of $4.6B included about $900M non-auto, an early sign of robotics optionality. Risks: Q1 margin compression and negative free cash flow. Base case $85-90. x.com 

Harmonic Drive Systems is the closest listed pure play on humanoid joint actuators: its strain-wave gears have been the reducer of record in high-precision joints for 40 years. A humanoid uses 20-40 reducers, so 100,000 units at ~$800 each would mean about $1.6B of demand, a 5-10x market expansion. Flexspline know-how and 12-24 month requalification lock-in protect it, and humanoid orders are starting. At about 120x it looks very priced in; share loss to Chinese rivals argues for nearer 50x. … Show more

Marvell is being repriced as a core AI infrastructure holding after record results, with the bull case shifting from custom silicon toward networking and optics. Fresh June targets run $321-$385, led by KeyBanc's Street-high $385 on data center networking, scale-up and the $3.25 billion Celestial AI optical acquisition; the $236 average target is lagging, not bearish. The catch: the stock already trades above that average, and KeyBanc calls the custom XPU business less durable long term. x.com