Alarum Techno's 15min chart shows RSI overbought, KDJ death cross.

According to the 15-minute chart analysis by Alarum Techno, the RSI (Relative Strength Index) has reached an overbought level, and the KDJ (KST-Diff) has formed a death cross at 14:00 on 03/09/2025. This indicates that the stock price has risen too quickly and exceeds its fundamental support, suggesting that the momentum of the stock price is shifting towards the downside and may lead to further decreases.

Jim Cramer, a prominent financial analyst, has recently shared his insights on several stocks, including Amphenol Corporation (APH), EMCOR Group (EME), Circle Internet Group (CRCL), and Rush Street Interactive (RSI). This article examines Cramer's recommendations based on the latest financial data and performance metrics.

Amphenol Corporation (APH) has seen its stock rise by 59% year-to-date, driven by robust financial performance and strategic initiatives. In Q2 2025, Amphenol reported net sales of $5.65 billion, a 57% year-over-year increase, with significant growth in its Communications Solutions and Harsh Environment Solutions segments [1]. The company's free cash flow generation has been strong, with $1.1 billion generated in Q2 2025, up from $580 million in Q1, and analysts project this to rise to $4.8 billion by 2027 [1]. Despite a stretched valuation with a trailing P/E of 43.40, analysts project 10.5% annual revenue growth and 11.8% EPS growth through 2027, driven by expansion into AI interconnects and defense electronics [1]. Cramer recommends holding onto Amphenol, advising against chasing the stock.

EMCOR Group (EME) has seen its stock rise by 409.5% in the past three years and 61.7% in the last year, reflecting the growing demand for industrial and construction stocks. The company's valuation appears undervalued, with a DCF-implied discount of 53.6%, suggesting substantial upside from a cash flow perspective [2]. Cramer recommends EMCOR Group as a good company with a recent earnings beat.

Circle Internet Group (CRCL) and Rush Street Interactive (RSI) are not recommended by Cramer. These companies may face challenges or have less promising prospects compared to Amphenol and EMCOR Group.

In conclusion, Jim Cramer's recommendations reflect the strong performances and growth prospects of Amphenol and EMCOR Group. However, investors should remain cautious and monitor the companies' financials and valuation metrics. For those with a 3–5 year horizon, Amphenol's combination of earnings momentum, cash flow strength, and strategic agility makes it a high-conviction holding, provided macroeconomic risks remain contained.

References:
[1] https://www.ainvest.com/news/amphenol-aph-earnings-cash-flow-growth-justify-current-valuation-2508/
[2] https://simplywall.st/stocks/us/capital-goods/nyse-eme/emcor-group/news/where-does-emcor-group-go-next-after-33-2024-surge