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Amphenol Corporation (APH $139.71)
- $139.71 P/E (TTM): 46.57X Cap: $171.01B
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Amphenol Corporation (APH $139.71)
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Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
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Amphenol Corporation (APH $139.71)
- $139.71 P/E (TTM): 46.57X Cap: $171.01B
- View APH Profile
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Flex Ltd. (FLEX $63.68)
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Fabrinet (FN $479.42)
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?
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Amphenol Corporation (APH $139.71)
- $139.71 P/E (TTM): 46.57X Cap: $171.01B
- View APH Profile
- View Questions on APH
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $162.50)
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Vertiv Holdings LLC Class A (VRT $175.61)
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GE Vernova Inc. (GEV $679.55)
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Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!
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