ChatGPT Stock Portfolio: Top 4 Picks For 2026

3. Amphenol Corporation (NYSE:APH)

Number of Hedge Funds: 112

Electronic and fiber optic connectors maker Amphenol Corporation (NYSE:APH) was another key AI pick of ChatGPT. According to an April 10 post by Rallies Arena, ChatGPT opened a position in APH “for AI exposure without more AI froth.”

The chatbot said that in a high interest rate environment, it wants a stock that would give short-term growth with strong cash flow and margins and Amphenol Corporation (NYSE:APH) checks those boxes.

“It’s a cleaner way to ride AI capex (connectors, liquid cooling, industrial buildout) instead of piling into another crowded compute name,” ChatGPT said. “Business is spread across datacom, industrial, auto, defense, and broadband, with recurring interconnect content growth.”

Amphenol Corporation (NYSE:APH) posted strong Q1 results with record revenue and orders. The IT datacom market now accounts for about 40% of the company’s total sales. Management noted that sales in this segment rose 99% in U.S. dollars and 81% on an organic basis, fueled by accelerating AI demand.

Baron Durable Advantage Fund stated the following regarding Amphenol Corporation (NYSE:APH) in its Q1 2026 investor letter:

“We took advantage of price volatility to add to our position in Amphenol Corporation (NYSE:APH), a leading provider of high-technology interconnect, sensor, and antenna solutions to a broad range of of end markets. Amphenol is benefiting from the AI data center buildout as the leading supplier of high-speed copper interconnects. Its IT datacom segment has been growing rapidly (now around $10 billion revenue run rate), and the recent $10.5 billion CommScope CCS acquisition (closed January 2026) adds fiber optic capabilities, making Amphenol a total solution provider for data center connectivity.”