$APH

Does he own it?

APH appears only as one name among dozens in his supply-chain mapping lists, equal-weighted thematic ETF performance trackers, and an NVDA-partner list. No first-person buying, holding, adding, or sizing statements. His stated personal positions were in other names (e.g. AXTI, LITE, memory/photonics), never APH.

His thesis

He frames APH (Amphenol) as a peripheral beneficiary within AI-datacenter supply-chain bottleneck themes: a rack-level power and connector/fiber player in HBM/CPO/photonics buildouts, and one of Nvidia's named supply-chain partners. It is presented as thematic context for retail investors, not as a conviction pick. In his tracked baskets it was actually a laggard (one of the weakest, slightly negative YTD in the photonics list).

How his view evolved

Consistently a minor list entry throughout. Early as a rack-power/connector name in bottleneck maps, later mildly underperforming in his photonics basket, then listed as an Nvidia supply-chain partner. View never deepens into a personal stake.

Key points

• Always one entry in broad supply-chain/ETF lists, never a standalone thesis
• No first-person buy/hold/add/size language for APH at any point
• Tagged as a rack-power/connector and Nvidia supply-chain beneficiary, and a laggard in his basket

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $APH on X ↗