- Entry
- $125.00
- Now
- $153.74 +23.0%
- Target
- —
- Score
- —
APH is my favorite name in the entire data center secular trend value chain. And I can explain what they do in 1 sentence: Basically they sell electronic components that transmits power for data centers under various stressful environments. (Products include: interconnect systems, sensors, and specialty cables) This is your picks and shovels play in this secular trend of AI infrastructure build out - which is going to be longer than most people can imagine. This business is incredibly stable …
— ORIGINAL POST ·
Best Compounder in the AI Data Center Value Chain - Amphenol (APH)
· r/wallstreetbets
· May 16, 2026