Our Amphenol Pick Is up 78%. Stick With it.

Published 1 month ago Positive
Our Amphenol Pick Is up 78%. Stick With it.
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Amphenol growth story hasn’t missed a beat. Shares of the $148 billion maker of connectors dropped in January with the rest of the technology sector, when China unveiled DeepSeek, whose super cheap artificial intelligence model implied lower sales for chipmakers and anybody in the data center supply chain. Amphenol for its part has continued its history of surpassing earnings expectations — by 20% in the first half of this year.

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