$APH mention timeline

Amphenol. Every tracked FinTwit mention of $APH, newest first. 41 mentions since the first on Sep 24, 2025. See the price chart.

July 2026 · 1 mention

Jul 1
Nezih Gökay — BEN BU ŞİRKETE BA-YIL-DIM - ABD Tüm dünya mikroçiplerden bahsediyor ama bu çiplerin iletişimini, birbiri ile konuşmasını kim sağlıyor biliyor musunuz? Amphenol Corporation $APH…↗

Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400…↗

May 30
Serenity — The “You’re So Rich Now” $NVDA ETF. These were just some of the supply chain partners Jensen made a toast to with that comment: TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T Mi…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows. If Google shows real AI Search monetizatio…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain: • Cooling: $VRT • Foundry: $TSM • Optical: $COHR, $FN • Power:…↗
May 16
InvestmentGuru

Apr 29
TheValueist — $APH (Bloomberg) -- Amphenol forecast adjusted earnings per share for the second quarter; the guidance beat the average analyst estimate. SECOND QUARTER FORECAST •Sees adjusted EPS…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns - $MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory: • CPU Architecture: $ARM • Optical Circuit Switch: $COH…↗
Apr 16
Black Panther Capital

Mar 24
TheValueist — https://t.co/Cy9Gf3M7rJ $APH EXECUTIVE OVERVIEW Rapid Fiber Connect is best understood as a passive optical infrastructure productization layer for AI clusters, not as a new opti…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF. YTD Returns of Each Index Stock: $IQE: +282.5% $AXTI: +246.6% Landmark: 167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +…↗
Mar 17
InvestmentGuru — $NVDA GTC Takeaways — Quick Hits Fiber vs Copper = BOTH win Jensen Huang made it clear: no full shift to optics. AI scale needs copper + fiber together. Winners on balance: $APH…↗
Mar 17
Serenity

Feb 27
IvanaSPEAR — The big debate: Optics vs. Copper $COHR $LITE $GLW vs. $APH $ALAB $CRDO Detailed thoughts below 👇 https://t.co/jQ2I5fTksA↗
Feb 24
TheValueist — Search my timeline. I've been in $APH $COMM for a long time. I've shared a fair bit on both companies.↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR…↗
Feb 9
Shay Boloor — AI CHIP ECOSYSTEM Upstream • EDA, IP, & Design Tools | $ARM, $CDNS, $SNPS • Semiconductor Equipment | $ASML, $AMAT, $LRCX, $KLAC, $TER Midstream • Foundry & Advanced Packaging |…

Jan 28
TheValueist — $APH EXECUTIVE CALL SUMMARY: Amphenol Corp (01/28/26) Amphenol reported record Q4 2025 results and a material step-up in demand indicators, with sales of $6.439b (+49% y/y, +37% o…↗
Jan 28
TheValueist — Will look to add $APH on this sell-off. https://t.co/aZUnoUu9As↗
Jan 28
TheValueist — $GLW $APH The Global Optical Fiber Supply Chain and GAI Infrastructure Boom.↗
Jan 28
TheValueist — $APH (Bloomberg) -- Amphenol forecast adjusted earnings per share for the first quarter; the guidance beat the average analyst estimate. FIRST QUARTER FORECAST Sees adjusted EPS 91…

Dec 23
TheValueist — $CRDO $MRVL $APH $NVDA Credo Technology: AEC Market Evolution and Competitive Risks This video analyzes the strategic landscape for **Credo Technology’s Active Electrical Cable (A…↗
Dec 23
TheValueist — $CRDO $MRVL $APH $NVDA The posts frame 2 distinct risk vectors for Credo’s AEC franchise: 1) a nearer-term competitive and pricing risk driven by Marvell’s entry into AEC DSP silic…↗

Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈 1. $MU | Micron - 0.22 2. $SE | Sea Limited - 0.53 3. $DASH…↗

Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈 1. $ARM | Arm - 212.0% 2. $CRDO | Credo Tech. - 164.3% 3. $MU | Micron - 1…↗
Oct 9
IvanaSPEAR — The market still hasn’t caught up to what the $AMD + @OpenAI partnership really means for networking — time to dive deeper 👇 $ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC The new AM…↗

Sep 24
IvanaSPEAR — Networking is the hottest area of AI Data Centers 🔥 $NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE Tune into our webinar today at 12 PM or sign up to get the replay…↗