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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 670.92+0.1%Nov 7 4:00 PM EST

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To: Johnny Canuck who wrote (67071)10/22/2025 7:23:16 AM
From: E_K_S  Read Replies (2) of 67751
 
Re: Amphenol Corp (APH) a good find for the Data Center play but already +106% from the 4/2025 low. 54x PE is very expensive.

Amphenol designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cable. Amphenol's manufacturing facilities are generally vertically integrated operations from the initial design stage through final design and manufacturing. They have two reportable business segments: Interconnect Products & Assemblies and Cable Products & Solutions.
I recently bought Carrier Global Corp (CARR) for the Data Center exposure at 19.62x PE and 1.45% div yield. Just a tracking position w/ two small buys this week avg price at $56.78/share. Also have Smith A.O. Corp (AOS) on my watch list w/ no buys as it took off from my GTC at $66.57.

Saw your Data Center play for Sterling Infrastructure Inc (STRL) but at 49.6x PE and at an all time high, too expensive for me to buy. On watch list now too.
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