Sanmina Corporation (SANM) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$173.06 -1.55% NASDAQ • Public Delayed / 60s Snapshot

Sanmina Corporation (SANM) receives a Roarable Rating of D+ (Sell) and flashes a Red SELL / AVOID warning (61/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (-71.9% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.

ROARABLE D+ • SELL / AVOID Cap $9.28B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERSELL / AVOID • D+
025507510061
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk D
Cash (13)Whales (10)SEC (8)Macro (13)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+1.4% Base Target
$303 Bull$175 Base$137 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:54% Call Buyers ($2.4M)
46% PutsMax Pain: $170.00
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

SANM Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (SANM)

No recent open-market Form 4 cluster sales or emergency dumps flagged on SANM. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring SANM)

  • ✓Live walkthrough of SANM's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
SANM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -23.99%📐 HORIZONTAL RANGE
2026-10-30O $162.6H $167.0L $159.0C $165.6VOL 1.42M
RES: $237.4SUP: $147.5SMA50: $198.0SMA200: $191.9
$299.1$256.0$213.0$170.0$127.0RES $237.4SUP $147.5$165.62026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SANM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
28.9%/yr Implied 5Y Growth

vs. +7.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SANM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SANM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SANM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

SANM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are SANM insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies SANM leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.