Bloomberg Analysis: KDJ Golden Cross, Bullish Marubozu Indicate Market Uptrend

According to News B's 15-minute chart, a golden cross of the KDJ indicator occurred on March 9, 2025 at 09:45, accompanied by a bullish Marubozu candlestick pattern. This suggests a shift in momentum towards an upward trend and a potential for further price appreciation. With buyers dominating the market, it is likely that bullish momentum will continue.

Amphenol (APH) has established itself as a leader in the AI and data center interconnects market, driven by strategic acquisitions and technological innovation. According to recent reports, the company's market share in AI/data center interconnects stands at 33%, a testament to its dominance in this rapidly growing sector [1].

In the first half of 2025, Amphenol reported a significant revenue surge, with a 52% year-over-year increase to $10.46 billion. This growth was fueled by strategic acquisitions such as the $10.5 billion purchase of CommScope’s Connectivity and Cable Solutions (CCS) business and the $1 billion acquisition of Trexon [1]. These deals expanded Amphenol’s capabilities in high-speed fiber optics and defense-grade interconnects, crucial for AI data centers and high-reliability applications.

Amphenol’s technological prowess is evident in its R&D-driven innovations. The company’s NUBIS NITRO linear redriver technology, for instance, enables 4-meter reach for 200Gbps copper cables, addressing signal degradation challenges at extreme data rates [3]. Additionally, its 1.6T active copper cables cater to high-density AI and high-performance computing (HPC) applications, offering a cost-effective alternative to fiber optics [3].

The company’s diversified portfolio, spanning aerospace, defense, industrial, and medical markets, acts as a buffer against sector-specific downturns. Defense spending, which accounts for a significant portion of its revenue, has surged in 2025 amid global geopolitical tensions, providing a stable cash flow stream [1]. Meanwhile, its foray into automotive electrification and industrial automation is opening new revenue channels.

Looking ahead, Amphenol aims to achieve $26.8 billion in revenue and $5.0 billion in earnings by 2028, driven by ongoing acquisitions, R&D-driven product cycles, and the compounding effects of AI infrastructure demand [3]. The company projects third-quarter 2025 revenues of $5.4–$5.5 billion, representing 34%–36% year-over-year growth [1].

Amphenol’s strategic positioning in AI-driven connectivity markets is a masterclass in capital allocation and innovation. By combining aggressive M&A with R&D-led differentiation, the company has created a durable competitive advantage. For long-term investors, Amphenol’s ability to scale across AI, defense, and industrial markets while maintaining high EBITDA margins makes it a compelling candidate for capital appreciation.

References:
[1] Amphenol's Bullish Momentum Amidst Data Center and Defense Spending Growth [https://www.ainvest.com/news/amphenol-bullish-momentum-data-center-defense-spending-growth-2508/]
[2] Amphenol's $10.5 Billion Bet on the Future of AI-Driven Connectivity: Strategic Play for Sector Consolidation and Long-Term Growth [https://www.ainvest.com/news/amphenol-10-5-billion-bet-future-ai-driven-connectivity-strategic-play-sector-consolidation-long-term-growth-2508/]
[3] Amphenol (APH) Q1 2025 Performance and Strategic Focus on AI Interconnects [https://monexa.ai/blog/amphenol-s-q1-2025-performance-driven-by-ai-interc-APH-2025-05-28]