(This is the best stock on the market, brought by Josh Brown and Shawn Russo of Resortswells Management.) Josh – During the last revenue season, Hyperscaler confirmed the guidance on capital spending this year. AI data centers and infrastructure buildouts are not slowing down. Revenue results from Oracle and AMD over the past week and AI-related commentary reveal that this theme continues to burn. Many of the companies in the best stocks on the market list are direct or indirect beneficiaries of all this spending. Today I'd like to introduce some names that you may not have heard much about yet. In 1932, inventor Arthur Schmidt founded a company that produced electrical connector components for radios in Chicago. In time, military demand for these and other components surged thanks to preparations for World War II. Almost a century later, Schmidt's company, now known as Amphenol (APH), is still supplying these components to customers around the world. If you have cables, printed circuit boards, sensors, antennas, or modules, you need a connector to work with all of these things. Amphenol products allow for safe, high-performance connections in harsh or high-speed environments where durability is not an option, and only the highest quality components do. Amphenol belongs to three businesses. HarshEnvironment Solutions sells rugged connectors, cable assemblies and sensors for aerospace, defense, industrial and automotive applications. Interconnect & Sensor Systems consists of commercial electronics, automotive sensors, and fiber optic/copper connectors. But what we're looking at today is their third and largest business. Despite the diversified nature of the company, the benefits come from its commitment to global data center build-outs. This vertical – communications solution – is 45% of Amphenol's business and is growing rapidly, backed by incredibly strong demand from broadband, mobile networks and data center interconnections. After the final revenue report, which Sean details below, Wall Street has been awakened to the fact that there is no connectionless AI between chips and hardware, servers and electrical equipment, architecture and energy. Amphenol's products are involved at every stage. Best Stock Spotlight: Amphenol Corp (APH) List Amphenol Corp (APH): 12/16/2024 One-Year Price Chart with Moving Average, RSI: Sean-Amphenol is as clean as you'll find. Below is a total revenue price chart for the past five years using a log scale (in the log scale we represent the same percentage change in equal proportions. So it looks like a move from $10 to $20 – 100% gain – 100 to $200. Looking at stocks every week, buyers tend to promise a 50-week moving average. And if you're lucky enough to get a shot in 200 weeks, investors are hitting the buy button. All moves to 200 weeks have been followed up with a large amount of purchases over the past five years. There are not many stocks that have shown this kind of strength over the long term. Back in June 2020 (5 years), this stock spent 82% of that time above the 200-day moving average. Perhaps the best stock to exist so far, Nvidia It rivals Nvidia (NVDA), spending around 80% of the past five years above the 200-day moving average. I'm not declaring this as the next NVDA, but this highlights how strong this is, and, more importantly, how difficult it is to wait for a dip. The stock is as strong as the basic foundation. From first quarter revenue, Amphenol reached a record $4.8 billion, a record $4.8 billion over the previous year. EPS was $0.63, up 58% year-on-year. The company achieved a record adjusted operating margin of 23.5% in Q1 2025, representing an improvement of 250 basis points from 21.0% in Q1 2024 (one basis point equals 0.01%0). Artificial intelligence-related applications (revenue data via Quartr) were the large drivers of this company. An interconnected, intensive revolution, and we have grown very robustly as a result of this IT Datacom business. My experience is that we lost more stock market opportunities than other reasons. This mental hurdle is consolidating the large hurdles of RSI. For 50 days, $81.50 can brighten up this situation. CNBC, NBC You should strongly consider your own financial or investment advisor before making your financial decisions that may have previously been popular on Universal, and the parent company, and on television, the Internet, or other media. Assumptions made within the analysis do not reflect the position of Ritholtz Wealth Management, LLC.
