APH
4 tracked calls · 3 long · 1 short · last 90d: 3L/0S
first called by Sparkline Capital 1y ago
LONG4w ago
“Copper Cable Makers: Because the Oberon architecture relies on traditional cabling, extending its lifespan reduces the near-term risk of copper cables being rep”P Equity Research 📰
Oberon architecture's extended life keeps copper cables relevant inside AI racks longer than expected, lifting Amphenol's data-center interconnect earnings.
APHLONG@ $161.45
$164.17+1.69%
since call Jun 27
peak +1.7%
LONG1mo ago
“The hinge for the foldable iPhone is supplied by Taiwan's Shin Zu Shing and the United States' Amphenol.”Jukan
Amphenol named as direct hinge module supplier for the foldable iPhone; confirmed win into mass production is a hard revenue catalyst.
APHLONG@ $156.51
$164.17+4.90%
since call Jun 24
peak +4.9%
LONG1mo ago
“First-quarter sales rose 58 percent to $7.62 billion, and the part that matters for a bottleneck is that margins went with them…”JP Insights
Amphenol is the loudest receipt: sales up 58%, margins up, orders booked far ahead of shipments.
APHLONG@ $143.58
$164.17+14.34%
since call Jun 5
peak +14.3%
SHORT1y ago
“Amphenol's latest annual report specifically highlights Chinese geopolitical risk … these tariffs will be extremely detrimental to the many companies that…”Sparkline Capital
High China supply-chain exposure is a tariff liability; avoid the most China-reliant names
APHSHORT@ $75.99
$164.17-116.04%
since call Apr 30