Amphenol's AI Story Is Real—The 6x Revenue Multiple Is Not (NYSE:APH)
· seekingalpha.com
Amphenol is a hold: AI infrastructure & hyperscaler fiber gains from the CommScope deal, but China tariff/CapEx risk caps upside. Click here to read more.
In my research, Amphenol Corp. (NYSE: APH ) is one of the most outstanding industrial compounders that I have reviewed. APH has historically been a serial acqui...