$SANM mention timeline

Sanmina. Every tracked FinTwit mention of $SANM, newest first. 20 mentions since the first on Jan 26, 2026. See the price chart.

June 2026 · 1 mention

Jun 5
TheValueist — $VIAV $SMTC $SANM S&P MidCap 400 additions: Roku, Coeur Mining, Semtech, Sanmina, Viavi Solutions↗

May 21
TheValueist — $AMD $ASX $SANM (Bloomberg) -- Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, pledged to invest more than $10 billion in Taiwan to expan…↗
May 21
Serenity — Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating with $ASX and SPIL. As well as ODM partners like “ $SANM,…↗
May 8
Gaetano — Congrats $SANM holders on new highs! @MMMTwealth was one of the other names who presented this company back in the 120's I believe↗
May 6
Gaetano — OH $SANM is pushing today because of $AMD Let's moon it!↗

Apr 30
Gaetano — My focus this week is earnings $GLW $SANM $VIAV $AXTI $COHU etc. While there are a handful of new ideas I want to explore, I'll save that for the weekend This week it's all about…↗
Apr 28
Gaetano — $SANM I put out a thesis yesterday about a Sanmina re-rate possibility They now reported really strong earnings So what happened and where do we stand? I break it all down:…↗
Apr 28
TheValueist — After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/2…↗
Apr 28
Gaetano

Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhe…↗
Mar 20
InvestmentGuru — Photonic cheat sheet Photonics play $LITE $COHR $AAOI $POET $LWLG $AEHR $AIXA $ALMU $AXTI $AVGO $CIEN $GLW $CRDO $FN $MTSI $MRVL $NOK $SANM $SMTC $SIVE $TSEM $VIAV These cover…↗
Mar 15
Gaetano — What Photonics companies should I buy?! $LITE $COHR $AAOI $POET $LWLG I get asked this question often. I can't tell anyone what to buy. So instead, let me lay out all the compa…↗
Mar 12
Gaetano

Jan 27
TheValueist — $SANM EXECUTIVE CALL SUMMARY: SANMINA CORP (01/26/26) Q1 FY26 results were characterized by a material step-up in scale following the ZT Systems addition and continued strength in…↗
Jan 26
TheValueist — $SANM (Bloomberg) -- Sanmina forecast adjusted earnings per share for the second quarter; the guidance beat the average analyst estimate. SECOND QUARTER FORECAST Sees adjusted EPS…↗