AsiaStrategy's 15min chart shows RSI Overbought and KDJ Death Cross.

According to AsiaStrategy's 15-minute chart analysis, a significant trend reversal is underway. The Relative Strength Index (RSI) has reached overbought levels, indicating that the stock price has risen too rapidly and exceeds its fundamental support. Furthermore, the KDJ Death Cross has been triggered at 09:30 on February 2, 2025, which suggests that the momentum of the stock price is shifting towards the downside. This trend reversal has the potential to lead to further decreases in the stock price.

In a recent analysis, Jim Cramer highlighted two stocks, Amphenol Corporation (APH) and EMCOR Group (EME), as notable investments. Cramer recommended holding onto Amphenol, despite its high valuation, and praised EMCOR Group for its strong performance and undervalued valuation.

Amphenol Corporation, a leading manufacturer of interconnect products, fiber-optic connectors, antennas, sensors, and specialty cables, has seen its stock rise by 59% year-to-date. The company's robust financial performance and strategic initiatives have driven this impressive growth. In Q2 2025, Amphenol reported net sales of $5.65 billion, a 57% year-over-year increase, driven by a 101% increase in its Communications Solutions segment and a 38% growth in the Harsh Environment Solutions segment [1]. Amphenol's free cash flow generation has been robust, 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 its high valuation, with a trailing P/E of 43.40, Amphenol's strong growth prospects and strategic agility make it a high-conviction holding, provided macroeconomic risks remain contained.

EMCOR Group, on the other hand, has seen its stock rise by 409.5% in the past three years and 61.7% in the last year. The company's impressive performance reflects the growing demand for industrial and construction stocks as investors become more bullish on infrastructure and expansion. EMCOR Group delivered 61.7% returns over the last year, outperforming the construction industry average [2]. The company's valuation appears undervalued, with a DCF-implied discount of 53.6%, suggesting that the stock may still have substantial upside from a cash flow perspective [2]. Cramer recommends EMCOR Group as a good company with a recent earnings beat.

Cramer has not recommended Circle Internet Group (CRCL) and Rush Street Interactive (RSI), suggesting that 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