Three times over the last 30 years.

That’s how often I’ve received the signal to go “all-in” on gold.

The first time was back in the 2000s…

The dot-com mania was nearing its peak, money was flooding into any and all tech stocks, and equity valuations were trading at nosebleed levels. 

I was in my mid-20’s. Just starting my first business. 

And although I didn’t have much capital to spare, I scrounged together as much money as I could to load up not on tech stocks… but on gold coins.

At the time, gold was despised by Wall Street.

Goldman Sachs called it “a 19th-century asset.”

One of Merrill Lynch’s top investment analysts said that it was only for “grandmothers and conspiracy theorists.”

And two of America’s leading economists at the time called it a “barren asset.”

Yet, I chose to go in at under $300 an ounce. 

My second signal came in 2008 when, amidst the chaos of the financial crisis, gold prices dropped briefly below $800 an ounce… and I once again went “all-in” on gold.

And a little over a year ago, I did it again… 

I moved roughly 50% of my liquid net worth into gold and Bitcoin:

Three “all-in” decisions… Each of which seemed crazy to most at the time. 

But for me… it was the most obvious move to make. 

Why? 

It’s all thanks to an incredible secret I learned from famed economist Kurt Richebächer – the last of the true Austrian economists.

What he taught me has been incredibly accurate at predicting the price of gold over the years. 

It’s helped me make an absolute killing each of the three times I went “all-in.” 

And right now, it is again predicting a shocking new price for gold in the near future. 

Click here to see my full prediction for gold now. 

Good Investing, 

Porter Stansberry 

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Special Report

Amphenol Stock Dropped 17% After Earnings: Opportunity or Trap?

Reported by Nathan Reiff. Published: 2/4/2026. 

Summary

• Amphenol shares dipped by about 17% following the company’s strong fourth-quarter earnings report, potentially presenting a buy opportunity.
• Despite beating on earnings and revenue, the latest results disappointed the market due to its tepid forward guidance.
• Amphenol’s recent acquisitions help to broaden its scope, but they also present cost and operational risks.

With share prices rising nearly 107% in the last 12 months, electronic and fiber optic component manufacturer Amphenol Corp. (NYSE: APH) has increasingly raised valuation concerns for investors.

At the end of January, though, APH shares quickly reversed course following the company’s latest earnings report, plunging about 17% in a single day. While it didn’t erase the gains from the past year, the correction may make Amphenol more attractive to valuation-focused investors, at least in the near term.

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Is now the time to buy APH shares? A closer look at the company’s recent business developments and fundamentals points to a firm with many underlying strengths, supporting a generally bullish outlook despite some short-term challenges.

Selloff Despite Strong Fourth-Quarter Results

The recent dip in APH shares followed the company’s fourth-quarter 2025 earnings release, despite several notable highlights. Amphenol beat analyst estimates on both the top and bottom lines, reporting earnings per share (EPS) of $0.97, four cents above estimates, and 49% year-over-year (YOY) revenue growth to $6.4 billion—roughly $250 million higher than forecasts. Strong sales and record orders for the quarter helped drive the outperformance.

One of Amphenol’s strengths is its margin performance: adjusted operating margin for the quarter was 27.5%, and a record 26.2% across the full year. The company continues to execute well in its IT and data center business, where sales more than doubled YOY. Amphenol also posted record operating cash flow of $5.4 billion for the year, enabling about $1.5 billion in total shareholder returns.

Despite these wins, investors sold shares after the report, likely reacting to softer-than-expected guidance for the first quarter of 2026.

Q1 guidance remains strong on a YOY basis, but it signaled the possibility of sequential declines in some areas. In addition, the earnings and revenue beats were smaller than in some prior quarters, which investors may have interpreted as an early sign of moderation.

Amphenol’s Acquisition Strategy Poses Rewards And Risks

In January, Amphenol completed the acquisitionof CommScope’s (NASDAQ: COMM) connectivity and cable solutions operations. Two months earlier, the company closed on its acquisition of defense component manufacturer Trexon for $1 billion. These deals should help Amphenol grow its operations and broaden its customer and industry exposure.

However, two sizable acquisitions in quick succession do leave Amphenol exposed to integration risks, potential cost pressures, and higher leverage. Some investors may view the rapid expansion as an overreach. As the data center and IT components market becomes more saturated and competitive, Amphenol’s move to diversify quickly could raise execution concerns for certain shareholders.

A Closer Look at Amphenol’s Valuation

Amphenol’s price-to-earnings ratio sits at 43.4, among the highest levels in the company’s public history. Compared with the broader market this P/E looks steep—however, in the computer and technology space, the average P/E is 72.5, which makes APH appear relatively inexpensive within its sector.

Still, other valuation metrics temper that view. The company’s price/earnings-to-growth (PEG) ratio is 1.51, which suggests expected earnings growth may not fully justify the current valuation, even though analysts forecast roughly 12% earnings growth for Amphenol over the coming year.

Analysts remain generally optimistic: 11 of 13 have rated APH a Buy in the past year. That said, the consensus price target of $151.38 is only about 4% above the share price in early February, leaving limited near-term upside. Taken together, these factors suggest Amphenol may be most appealing to investors who are confident in the company’s ability to continue expanding and deepen its position in the data center market over the long term.

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