$APH mention timeline

Amphenol Corp - Class A. Every tracked FinTwit mention of $APH, newest first. 14 mentions since the first on Oct 19, 2025. See the price chart.

May 2026 · 5 mentions

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 — SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain: 1. IC Design & Manufacturing (Where the brains are built) ASIC / xPU / Photonic ICs → $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗

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 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now. Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Apr 9
TheValueist

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…↗

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.↗

Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation) 🍏 1. $AAPL | Apple - $85.9B 🤖 2. $NVDA | Nvidia - $71.3B 💻 3. $MSFT | Mic…↗

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…↗