SANM Off-watchlist — flagged by other companies' filings
4 inbound impacts
from 1 source company
in last 180 days
0
Bullish impacts
0
Bearish impacts
4
Neutral impacts
5
Max significance
0
High-magnitude
Historical Base Rates for SANM
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 9 | 33.3% | -0.32% | -0.76% | +0.51% | +0.22% | -0.88% |
| 20d | 9 | 66.7% | +0.58% | +2.74% | +0.63% | +0.5% | -1.03% |
| 60d | 8 | 75.0% | +16.5% | +16.44% | +11.78% | +10.95% | -1.51% |
Top Live Signals affecting SANM
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 26 | 2026-02-04 | AMD | 10-K | Strategic Shift | ◆ | — |
Legacy import: direction not extracted at source
AMD is moving up the value chain to compete directly with Nvidia's system-level offerings by acquiring rack-scale design capabilities. Crucially, they immediately spun off the low-margin, capital-inte…
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| 7 | 2025-11-05 | AMD | 10-Q | Wildcard | ◆ | — |
Legacy import: direction not extracted at source
AMD issued penny warrants for up to 160M shares (~10% dilution) to OpenAI, gated on GPU purchase milestones. Locks OpenAI into AMD's GPU ecosystem with massive equity upside. AMD's biggest strategic m…
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| 7 | 2025-11-05 | AMD | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
AMD is aggressively pivoting from selling standalone chips to selling data-center-scale AI systems, mimicking Nvidia's rack-scale strategy (e.g., NVL72). By acquiring ZT Systems for its system design …
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| 0 | 2025-10-27 | AMD | 8-K | Strategic Shift | ◆ | — |
Legacy import: direction not extracted at source
AMD is finalizing the divestment of ZT Systems' server manufacturing operations to Sanmina. Following its earlier acquisition of ZT to capture top-tier AI system design talent, AMD is now shedding the…
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All Inbound Impacts (4)
Every signal pointing at SANM from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-02-04 | AMD | 10-K | Strategic Shift | ◆ |
Legacy import: direction not extracted at source
AMD is moving up the value chain to compete directly with Nvidia's system-level offerings by acquiring rack-scale design capabilities. Crucially, they immediately spun off the low-margin, capital-inte…
|
||
| 2025-11-05 | AMD | 10-Q | Wildcard | ◆ |
Legacy import: direction not extracted at source
AMD issued penny warrants for up to 160M shares (~10% dilution) to OpenAI, gated on GPU purchase milestones. Locks OpenAI into AMD's GPU ecosystem with massive equity upside. AMD's biggest strategic m…
|
||
| 2025-11-05 | AMD | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
AMD is aggressively pivoting from selling standalone chips to selling data-center-scale AI systems, mimicking Nvidia's rack-scale strategy (e.g., NVL72). By acquiring ZT Systems for its system design …
|
||
| 2025-10-27 | AMD | 8-K | Strategic Shift | ◆ |
Legacy import: direction not extracted at source
AMD is finalizing the divestment of ZT Systems' server manufacturing operations to Sanmina. Following its earlier acquisition of ZT to capture top-tier AI system design talent, AMD is now shedding the…
|
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-04-27 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-04-28 | earnings | confirmed | yfinance | Next earnings (per yfinance) |