The Motley FoolPublished 2026-08-30
“3 Stocks That Won After Nvidia Earnings!”
$APHBullish
APH has a bull thesis as an essential infrastructure provider; demand for its connectors persists across all AI hardware platforms, supporting pricing power and growth.
>> Well, I'm going to talk about uh the last stock in today's video. This is a company, not a household name, a company called Amphenol, and that the ticker for that is AP. So this is a business that's very much focused on the physical layer of tech infrastructure quite literally.
So Amphenol designs and manufactures uh microscopic pins, precision plugs, uh high-speed copper cables. So this very unglamorous but essential hardware connectors that they sell to the enterprise server builders as well as auto manufacturers globally.