TE Connectivity: Strong Buy Rating Driven by AI and Automotive Growth ProspectsWe model F4Q rev/EPS of $4.61bn/$2.31, above Street est of $4.59bn/$2.30, & guide of $4.55bn/$2.27. We expect some of the beat to come from further strength in AI revs as well as the autos end-market. In our opinion, TE’s F4Q guide incorporates F25 AI rev of $800mn which we see as conservative & expect to land near $850mn. In autos, recent IHS C3Q (TE’s F4Q) production ests have been revised 900k units higher than when TE guided in July which could lead to more F4Q upside. We model Fx impact of +$100mn, similar to the impact embedded in TE’s F4Q guide. We reit Buy as we expect strong earnings momentum (solid DD EPS growth) & the multiple to rerate higher. Expect F1Q guide inline with Street; PMI still in expansion We model F1Q rev/EPS guide inline w/ Street ests of ~$4.4bn/$2.20.