Two stocks on Josh Brown's list have been huge winners. How he's trading them now
Amphenol (APH) and Dell (DELL) have been top performers in Josh Brown's stock list. APH reported record sales and earnings, with a 2-for-1 stock split upcoming. DELL has seen significant growth, with a 268% year-to-date increase. Both stocks are undergoing technical analysis for risk management.
How this was made
The 30-second read
Why it matters
The actionable element is the trader’s risk framework: APH’s post-split reference points around the 50-day and 200-day, and DELL’s pre-earnings support levels with an explicit invalidation path if price closes below key moving averages.
Market read
Traders may adjust alerts and stop logic around split-adjusted levels (APH) and pre-earnings support tests (DELL), but the piece does not introduce a new fundamental catalyst beyond what is already described.
What to watch
The article emphasizes chart levels but does not quantify how earnings expectations are positioned, nor does it provide options-implied move context that could affect stop placement.
Background
This is an entertainment-style CNBC segment updating risk management on two long-running winners on Josh Brown’s list, including split-adjusted chart levels for Amphenol and pre-earnings technical triggers for Dell.
Ticker impact
Article updates risk levels after Amphenol’s 2-for-1 split and highlights the stock sitting on the rising 50-day support.
If the 50-day fails on a weekly close, downside risk increases toward the 200-day; if it holds, momentum could re-accelerate.
The piece is explicitly about tightening risk management around moving-average levels, with split-adjusted reference points and a clear invalidation trigger.
Article frames Dell’s setup ahead of Q2 earnings, with the 50-day at $433 as the key line and $400 as the range floor.
Holding above the 50-day supports a bullish continuation narrative; a weekly close below the 50-day or a close under $400 would imply breakdown risk.
The article provides explicit technical triggers and notes earnings timing risk, but it does not disclose new earnings results or guidance beyond what is already described.
Market effects
AI server demand and datacom growth narratives are reinforced, but the article is primarily technical/risk-management rather than a sector catalyst.
No direct regional macro or cross-market linkage beyond US-listed trading levels.
Limited; the story is US-listed company-specific with no new global policy or supply-chain shock.
Counterpoint
Strong fundamental momentum can still fail technically if earnings or guidance disappoints, making support-based stops vulnerable to volatility.
Key entities
- public_companyAmphenol Corp.
Discussed as APH, with a 2-for-1 split and updated risk levels around the rising 50-day and 200-day.
- public_companyDell Technologies, Inc.
Discussed as DELL, with pre-earnings technical levels (50-day at $433, $400 floor) and earnings timing risk.
