Amphenol (APH) and Dell Technologies (DELL) are among the strongest performers in Josh Brown’s portfolio, with gains of 70% and 268% respectively since they were highlighted. Amphenol reported record revenue of $8.8 billion in Q2, up 55%, with a record adjusted operating margin of 29.8%, and will undergo a 2-for-1 stock split. Dell saw its AI-optimized server revenue surge 757% to $16.1 billion in Q1, with a record backlog of $51.3 billion. Both stocks are currently trading near their 50-day moving averages, a key technical level to monitor according to the risk management analysis provided.
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