Amphenol: The Nervous System of Everything
A plain-English investment thesis on Amphenol, the company that makes the connectors, fiber optics, cables, antennas, sensors and power delivery parts inside nearly everything electronic. We walk every business line: AI data centers, cars, factories, defense, aircraft, networks and medical. Then the two engines: the AI opportunity (IT datacom up 63 percent organically, AI sales running at roughly eleven billion dollars a year, and a refusal to pick between copper, optics and power) and the quieter non-AI opportunity (more electronic content in every car, factory, jet and machine). Plus the…
The skinny
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